PUENTE DE LA COSTA SUR (EIN 371484262) - 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

2004

Legal Domicile

Principal Officer

RITA MANCERA

Phone

6508791691

Tax Period

2023-07-01 to 2024-06-30

PUENTE DE LA COSTA SUR, founded in 2004, is a community nonprofit in the Arts, Culture & Humanities sector that reported $7.4M in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.3M, a strong 31% operating margin.

Mission

TO OPERATE AS A COMMUNITY RESOURCE CENTER FOR THE COMMUNITIES OF PESCADERO, LA HONDA, LOMA MAR AND SAN GREGORIO; PROVIDING A SINGLE POINT OF ENTRY FOR ACCESS TO SERVICES INCLUDING HEALTH AND WELLNESS, SAFETY NET, LEADERSHIP DEVELOPMENT, LITERACY PROGRAMS, PARENTING EDUCATION AND SUPPORT, JOB REFERRAL AND COMMUNITY ACTIVITIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $7,028,674

Program Service Revenue $7,543

Investment Income $347,240

Other Revenue $0

TOTAL REVENUE $7,383,457

Expense Breakdown

Grants Paid $159,103

Salaries & Benefits $3,239,194

Fundraising Expenses $442,613

Program Expenses $3,686,012

Other Expenses $1,681,912

TOTAL EXPENSES $5,080,209

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,383,457	$5,351,085	+0.4%
Expenses	$5,080,209	$4,815,274	+0.1%
Net Income	$2,303,248	$535,811	+3.3%

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

Volunteers

116

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

$197,584

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUZANNE ABEL	DIRECTOR	2.00	Director	$0	$0	$0
MARTINE HABIB	DIRECTOR	4.00	Director	$0	$0	$0
CARL SERRATO	TREASURER	4.00	Officer Director	$0	$0	$0
MARK VELLIGAN	DIRECTOR	4.00	Director	$0	$0	$0
JORGE DE LUNA	DIRECTOR	2.00	Director	$0	$0	$0
CARI DELOA	DIRECTOR	2.00	Director	$0	$0	$0
GABRIEL GARCIA	PRESIDENT	2.00	Officer Director	$0	$0	$0
ELIZABETH ATKINS	DIRECTOR	2.00	Director	$0	$0	$0
SANDRA GROSSO	SECRETARY	2.00	Officer Director	$0	$0	$0
RITA MANCERA HERNANDEZ	EXECUTIVE DIRECTOR	50.00	Officer	$177,976	$19,608	$197,584
ARLAE ALSTON	PROGRAM DIRECTOR	40.00	Highest	$139,065	$16,748	$155,813
CORINA RODRIGUEZ PEREZ	COMMUNITY DEVELOPMENT DIRE	40.00	Highest	$117,845	$13,647	$131,492
LIZETH A HERNANDEZ	EDUCATION DIRECTOR	40.00	Highest	$117,667	$18,940	$136,607

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	$7,383,457	$5,080,209	$12,086,862	$2,303,248
2023	$5,351,085	$4,815,274	$9,865,249	$535,811
2022	$6,788,357	$4,144,224	$9,243,559	$2,644,133
2021	$5,921,974	$4,493,402	$6,663,176	$1,428,572
2020	$4,652,898	$3,150,594	$5,326,843	$1,502,304
2019	$3,585,638	$2,988,023	$3,635,752	$597,615
2018	$3,319,166	$2,716,988	$3,013,590	$602,178

PUENTE DE LA COSTA SUR