SERVING THE AMERICAS FOUNDATION (EIN 462735962) - 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

2012

Legal Domicile

Principal Officer

REBECCA NELSON

Phone

3153231274

Tax Period

2018-01-01 to 2018-12-31

SERVING THE AMERICAS FOUNDATION, founded in 2012, is a micro nonprofit in the International Affairs sector that reported $79K in total revenue in fiscal year 2018. Revenue surged 58% from the prior year, signaling strong growth momentum. Expenses of $138K exceeded revenue, resulting in a 75% operating deficit.

Mission

SEE PART III, LINE 1.

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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 (2018)

Revenue Breakdown

Contributions & Grants $71,354

Program Service Revenue $0

Investment Income $0

Other Revenue $7,839

TOTAL REVENUE $79,193

Expense Breakdown

Grants Paid $0

Salaries & Benefits $68,152

Fundraising Expenses $35,283

Program Expenses $51,630

Other Expenses $70,047

TOTAL EXPENSES $138,199

Year-over-Year Comparison

	2018	2017	Change
Revenue	$79,193	$50,173	+0.6%
Expenses	$138,199	$211,055	-0.3%
Net Income	$-59,006	$-160,882	-0.6%

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

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

$60,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLIE MEIMAN HOCK	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERTO MATUS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KRISTEN HENRY	SECRETARY	1.00	Officer Director	$0	$0	$0
MARGARET CLIFFORD POOLE	TREASURER	1.00	Officer Director	$0	$0	$0
ADREAN SCHEID	BOARD MEMBER	1.00	Director	$0	$0	$0
ADRIANA MACHADO	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH PALACIOS	BOARD MEMBER	1.00	Director	$0	$0	$0
MATTHEW CLAUSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEJANDRO FOXLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBORA MURRAY	BOARD MEMBER	1.00	Director	$0	$0	$0
REBECCA LEE NELSON	EXECUTIVE DIRECTOR	45.00	Officer	$60,000	$0	$60,000

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
2018	$79,193	$138,199	$25,156	$-59,006

SERVING THE AMERICAS FOUNDATION