ADELANTE INC (EIN 341826214) - 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

1995

Legal Domicile

Principal Officer

SABINA SERRATOS

Phone

4192448440

Tax Period

2019-07-01 to 2020-06-30

ADELANTE INC, founded in 1995, is a small nonprofit that reported $697K in total revenue in fiscal year 2019. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

SERVICE FOCUS IN ALCOHOL, TOBACCO, AND OTHER DRUG PREVENTION; HEALTHY PREGNANCY/HEALTHY BABIES; EARLY LITERACY; MENTORING AND TUTORING; FINANCIAL LITERACY AND HOME OWNERSHIP ASSISTANCE.

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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 (2019)

Revenue Breakdown

Contributions & Grants $718,266

Program Service Revenue $0

Investment Income $223

Other Revenue $-21,664

TOTAL REVENUE $696,825

Expense Breakdown

Grants Paid $0

Salaries & Benefits $310,436

Fundraising Expenses $4,746

Program Expenses $622,781

Other Expenses $377,443

TOTAL EXPENSES $687,879

Year-over-Year Comparison

	2019	2018	Change
Revenue	$696,825	$567,573	+0.2%
Expenses	$687,879	$527,725	+0.3%
Net Income	$8,946	$39,848	-0.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID IBARRA	TRUSTEE	1.00	Director	$0	$0	$0
DAN BRIONES	TRUSTEE	1.00	Director	$0	$0	$0
CARLOS RUIZ	CHAIR	1.00	Director	$0	$0	$0
LATOSHA GULLAT	TRUSTEE	1.00	Director	$0	$0	$0
TAMMY MOSES	TRUSTEE	1.00	Director	$0	$0	$0
ASHLEY REICHLIN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN SHEEHAN	TRUSTEE	1.00	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
2020	$696,825	$687,879	$278,198	$8,946
2019	$567,573	$527,725	$276,413	$39,848
2018	$426,281	$485,916	$270,712	$-59,635

ADELANTE INC