HERENCIA GUADALUPANA ACADEMY

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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

Principal Officer

ERNESTINA FUENTES

Tax Period

2023-07-01 to 2024-06-30

HERENCIA GUADALUPANA ACADEMY is a small nonprofit in the Education sector that reported $308K in total revenue in fiscal year 2023. Revenue fell 48% from the prior year — a significant decline worth monitoring. Expenses of $485K exceeded revenue, resulting in a 57% operating deficit.

Mission

OPERATE PRESCHOOLS AND PROVIDE PARENT SUPPORT AND TEACHER DEVELOPMENT IN IMPOVERISHED NEIGHBORHOODS TO STRENGTHEN THE SPIRITUAL, EDUCATIONAL AND ECONOMIC LIVES OF FAMILIES

Program Service Accomplishments

Program 1

Expenses: $403,975

ASSISTED FAMILIES EXPERIENCING POVERTY BY PROVIDING PRESCHOOL AND

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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 $283,466

Program Service Revenue $24,937

Investment Income $9

Other Revenue $0

TOTAL REVENUE $308,412

Expense Breakdown

Grants Paid $0

Salaries & Benefits $318,477

Fundraising Expenses $0

Program Expenses $403,975

Other Expenses $166,826

TOTAL EXPENSES $485,303

Year-over-Year Comparison

	2023	2022	Change
Revenue	$308,412	$591,450	-0.5%
Expenses	$485,303	$559,982	-0.1%
Net Income	$-176,891	$31,468	-6.6%

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

100

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
DR E FUENTES	EXECUTIVE DIR	40	Key Emp	$0	$0	$0
R CARRIZOSA	PRESIDENT	1	Director	$0	$0	$0
KELLY STOLTZ	MEMBER	25	Key Emp	$0	$0	$0
PAUL CARRIZOSA	FINANCE MGR	10	Key Emp	$0	$0	$0
JIM CROMWELL	DIRECTOR	1	Director	$0	$0	$0
SUSAN KREAGER	MEMBER	1	Director	$0	$0	$0
LYNDA HARPER	MEMBER	1	Director	$0	$0	$0
CODY GILMORE	MEMBER	1	Director	$0	$0	$0
C RIPLEY	MEMBER	1	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	$308,412	$485,303	$88,729	$-176,891
2023	$591,450	$559,982	$282,077	$31,468
2022	$614,562	$590,485	$246,849	$24,077
2021	$495,842	$384,024	$249,523	$111,818
2020	$347,286	$271,937	$129,577	$75,349
2019	$211,738	$222,206	$16,115	$-10,468