REYNALDO J CARREON MD FOUNDATION (EIN 330426210) - 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

1990

Legal Domicile

Principal Officer

JOHN GARCIA

Phone

7604878839

Tax Period

2025-01-01 to 2025-12-31

REYNALDO J CARREON MD FOUNDATION, founded in 1990, is a small nonprofit in the Education sector that reported $519K in total revenue in fiscal year 2025. Revenue surged 154% from the prior year, signaling strong growth momentum. Expenses of $493K left a modest 5% surplus.

Mission

SCHOLARSHIP ASSISTANCE FOR STUDENTS ENROLLING IN SECONDARY EDUCATION

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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 (2025)

Revenue Breakdown

Contributions & Grants $309,764

Program Service Revenue $0

Investment Income $212,932

Other Revenue $-3,852

TOTAL REVENUE $518,844

Expense Breakdown

Grants Paid $230,450

Salaries & Benefits $134,424

Fundraising Expenses $0

Program Expenses $328,399

Other Expenses $128,618

TOTAL EXPENSES $493,492

Year-over-Year Comparison

	2025	2024	Change
Revenue	$518,844	$203,914	+1.5%
Expenses	$493,492	$388,697	+0.3%
Net Income	$25,352	$-184,783	-1.1%

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

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

$124,618

Total Directors

$124,618

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN GARCIA	PRESIDENT	2.00	Officer	$0	$0	$0
ANDRES CORONEL	TREASURER	2.00	Officer	$0	$0	$0
MARCELINO MALDONADO	SECRETARY	2.00	Officer	$0	$0	$0
RICARDO LORETTA	EXECUTIVE DI	40.00	Officer Director	$124,618	$0	$124,618
CARMEN CONTRERAS	DIRECTOR	2.00	Director	$0	$0	$0
DANNY PORRAS	DIRECTOR	2.00	Director	$0	$0	$0
KIMBERLY KRAUSE	DIRECTOR	2.00	Director	$0	$0	$0
LATANYA STRANGE	DIRECTOR	2.00	Director	$0	$0	$0
ELAINE TORRES	DIRECTOR	2.00	Director	$0	$0	$0
ANGEL MONTES	DIRECTOR	2.00	Director	$0	$0	$0
BEN VASQUEZ	DIRECTOR	2.00	Director	$0	$0	$0
GUILLERMO BECERRA	DIRECTOR	2.00	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
2025	$518,844	$493,492	$1,397,891	$25,352

REYNALDO J CARREON MD FOUNDATION