The Esteban Toledo Family Foundation (EIN 461859407) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Phone

7144735137

Tax Period

2023-01-01 to 2023-12-31

The Esteban Toledo Family Foundation, founded in 2013, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $253K in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. Net assets of $610K represent 29 months of operating reserves.

Mission

A foundation focused on helping others, especially children. Our purpose is to supply basic needs such as shelter, clothing, food, education, love, and an introduction to the Lord.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $252,700

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $252,700

Expense Breakdown

Grants Paid $115,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $273,153

Other Expenses $158,153

TOTAL EXPENSES $273,153

Year-over-Year Comparison

	2023	2022	Change
Revenue	$252,700	$188,786	+0.3%
Expenses	$273,153	$301,983	-0.1%
Net Income	$-20,453	$-113,197	-0.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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
Esteban Toledo	President	2.00	Director	$0	$0	$0
Colleen Toledo	Vice President	1.00	Director	$0	$0	$0
Jess S Miller III	Executive Dir.	6.00	Director	$0	$0	$0
Nicholas Moringo	Treasurer	6.00	Director	$0	$0	$0
Charlie Koeller	Director	1.00	Director	$0	$0	$0
Scott Nelson	Director	1.00	Director	$0	$0	$0
Adulfo Rodriguez	Director	1.00	Director	$0	$0	$0
Thomas Bucholtz	Director	1.00	Director	$0	$0	$0
Dennis Cardwell	Director	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
2023	$252,700	$273,153	$610,017	$-20,453
2022	$188,786	$301,983	$630,470	$-113,197
2021	$364,182	$247,324	$743,667	$116,858
2020	$162,246	$237,343	$626,809	$-75,097
2019	$340,150	$141,345	$701,906	$198,805
2018	$10,750	$124,565	$503,101	$-113,815

The Esteban Toledo Family Foundation