SOLEDAD FOUNDATION (EIN 272815840) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

Carlos Estrada

Phone

3232011494

Tax Period

2024-01-01 to 2024-12-31

SOLEDAD FOUNDATION, founded in 2010, is a micro nonprofit in the Human Services sector that reported $25K in total revenue in fiscal year 2024. Revenue fell 91% from the prior year — a significant decline worth monitoring. Expenses of $81K exceeded revenue, resulting in a 226% operating deficit.

Mission

Human Services

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $20,897

Program Service Revenue $0

Investment Income $4,117

Other Revenue $0

TOTAL REVENUE $25,014

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,908

Other Expenses $81,491

TOTAL EXPENSES $81,491

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,014	$293,973	-0.9%
Expenses	$81,491	$111,579	-0.3%
Net Income	$-56,477	$182,394	-1.3%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carlos Estrada	President	40	Officer Director	$0	$0	$0
Genesis Estrada	Secretary	40	Officer Director	$0	$0	$0
Lorena Estrada	CFO	40	Officer Director	$0	$0	$0
Manuel Hernandez	Director	40	Director	$0	$0	$0
Armando Tellez	Director	40	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	$25,014	$81,491	$1,281,218	$-56,477
2023	$293,973	$111,579	$1,337,695	$182,394
2022	$298,199	$71,367	$1,155,301	$226,832
2021	$2,589	$72,402	$928,469	$-69,813
2020	$3,840	$79,395	$998,282	$-75,555
2019	$13,849	$122,849	$1,073,837	$-109,000
2018	$7,677	$52,853	$1,182,837	$-45,176

SOLEDAD FOUNDATION