IBERO ACADEMY INSTITUTION

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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

2013

Legal Domicile

Principal Officer

LAURA E HOLGUIN

Tax Period

2018-07-01 to 2019-06-30

IBERO ACADEMY INSTITUTION, founded in 2013, is a small nonprofit that reported $742K in total revenue in fiscal year 2018.

Mission

ENGAGE IN PROVIDING COMMUNITY WITH PRIVATE EDUCATION SERVICES, INSTITUTION IS TO DEVELOP THE NEEDED SKILL SET NECESSARY FOR A LIFE LONG ENGAGEMENT WITH THE WORLD OF KNOWLEDGE AND INSTILL THE RESPONSIBILITY TO EFFECT POSITIVE CHANGES IN OUR SOCIETY.

Program Service Accomplishments

Program 1

Expenses: $789,419

INSTITUTION PROVIDES EDUCATIONAL SERVICES THROUGH THE INSTALLATION OF AN ELEMENTRARY SCHOOL SETTING. TO SERVE EDUCATIONAL NEEDS OF STUDENTS BY PROVIDING A COMPREHENSIVE CURRICULUM. UNIQUE EDUCATIONAL APPROACHES ARE PLACE INCLUDING THE INTEGRATION OF SECOND LANGUAGE FOR ALL STUDENTS. THE INSTITUTION ALSO SERVES PUPILS THROUGH EXTRACURRICULAR 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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $741,675

Investment Income $0

Other Revenue $0

TOTAL REVENUE $741,675

Expense Breakdown

Grants Paid $0

Salaries & Benefits $380,391

Fundraising Expenses $0

Program Expenses $789,419

Other Expenses $409,028

TOTAL EXPENSES $789,419

Year-over-Year Comparison

	2018	2017	Change
Revenue	$741,675	$687,489	+0.1%
Expenses	$789,419	$810,545	0.0%
Net Income	$-47,744	$-123,056	-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

N/A

Employees

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
LAURA E HOLGUIN	President	0.00	Officer	$0	$0	$0
ADRIANA HOLGUIN	Vice President	0.00	Officer	$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
2019	$741,675	$789,419	$69,592	$-47,744
2018	$687,489	$810,545	$88,512	$-123,056