HNBA VIA-VISION IN ACTION-FUND (EIN 272154239) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

JEREMY HALDEMAN

Phone

2022234777

Tax Period

2023-10-01 to 2024-09-30

HNBA VIA-VISION IN ACTION-FUND, founded in 2010, is a community nonprofit in the Education sector that reported $3.8M in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $719K, a strong 19% operating margin.

Mission

SEE PART III, LINE 1.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,709,282

Program Service Revenue $897,815

Investment Income $175,766

Other Revenue $0

TOTAL REVENUE $3,782,863

Expense Breakdown

Grants Paid $304,354

Salaries & Benefits $561,666

Fundraising Expenses $73,798

Program Expenses $2,749,906

Other Expenses $2,197,439

TOTAL EXPENSES $3,063,459

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,782,863	$3,139,260	+0.2%
Expenses	$3,063,459	$2,433,436	+0.3%
Net Income	$719,404	$705,824	+0.0%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

134

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$277,453

Total Directors

$277,453

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALBA CRUZ-HACKER	PRESIDENT	32.00	Officer Director	$0	$40,436	$277,453
DAN MATEO	CHAIR	29.00	Officer Director	$0	$0	$0
CHRISTINA GUEROLA SARCHIO	VICE-CHAIR	20.00	Officer Director	$0	$0	$0
ADRIAN SIERRA	TREASURER	5.00	Officer Director	$0	$0	$0
APRIL TOY	SECRETARY	5.00	Officer Director	$0	$0	$0
BERNADETTE LOPEZ	VICE-PRESIDENT OF FUNDRAISING AND DEVELOPMENT	3.00	Officer Director	$0	$0	$0
MARIANA BRAVO	HNBA IMMEDIATE-PAST PRESIDENT	3.00	Officer Director	$0	$0	$0
MARIA DANTES-SANCHEZ	GENERAL COUNSEL	5.00	Officer Director	$0	$0	$0
WILL SANCHEZ	INDEPENDENT DIRECTOR	3.00	Director	$0	$0	$0
AIDA RODRIGUEZ	INDEPENDENT DIRECTOR	3.00	Director	$0	$0	$0
EDDA SANTIAGO	INDEPENDENT DIRECTOR	3.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$3,782,863	$3,063,459	$4,527,017	$719,404
2023	$3,139,260	$2,433,436	$3,955,894	$705,824
2022	$2,711,840	$2,347,301	$3,054,891	$364,539
2021	$1,525,577	$1,330,791	$2,405,224	$194,786

HNBA VIA-VISION IN ACTION-FUND