FOUNDATION FOR LAKE CHAPALA CHARITIES INC (EIN 300470692) - 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

2009

Legal Domicile

Principal Officer

Sandra Feldmann

Phone

8159093884

Tax Period

2024-01-01 to 2024-12-31

FOUNDATION FOR LAKE CHAPALA CHARITIES INC, founded in 2009, is a small nonprofit in the International Affairs sector that reported $380K in total revenue in fiscal year 2024. Revenue fell 38% from the prior year — a significant decline worth monitoring.

Mission

The Foundation for Lake Chapala Charities is a 501(c)(3) public charity that receives donations and distributes those funds to various, qualified nonprofit charitable organizations located around the area of Lake Chapala in Jalisco state, Mexico.

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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 $380,121

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $380,121

Expense Breakdown

Grants Paid $361,537

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $361,537

Other Expenses $8,007

TOTAL EXPENSES $369,544

Year-over-Year Comparison

	2024	2023	Change
Revenue	$380,121	$609,253	-0.4%
Expenses	$369,544	$609,974	-0.4%
Net Income	$10,577	$-721	-15.7%

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
Sandra Feldman	President	4	Officer Director	$0	$0	$0
Laura Rodrigez Garcia	Vice President	2	Officer Director	$0	$0	$0
Cheryl Vickers	Secretary	2	Officer Director	$0	$0	$0
Brian Dalziel	Treasurer	6	Officer Director	$0	$0	$0
Mark Rochon	Director at Large	4	Director	$0	$0	$0
Karen Schirack	Director at Large	2	Director	$0	$0	$0
Nancy Creevan	Director at Large	2	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
2025	No data	No data	No data	No data
2024	$380,121	$369,544	$70,897	$10,577
2023	$609,253	$609,974	$4,953	$-721
2022	$637,825	$636,998	$22,191	$827
2021	$698,204	$695,809	$4,847	$2,395
2020	$337,953	$337,354	$2,452	$599
2019	$270,560	$270,560	No data	No data

FOUNDATION FOR LAKE CHAPALA CHARITIES INC