Spanish Town Heritage Foundation (EIN 463936161) - 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

2014

Legal Domicile

Principal Officer

Nancy E Melendez

Phone

9512331219

Tax Period

2022-07-01 to 2023-06-30

Spanish Town Heritage Foundation, founded in 2014, is a small nonprofit in the Human Services sector that reported $233K in total revenue in fiscal year 2022. Revenue surged 1913% from the prior year, signaling strong growth momentum. The organization ran a surplus of $67K, a strong 29% operating margin.

Mission

Education and outreach on Riversides pre-history and the preservation of the Trujillo Adobe. Community advocates, grass roots preservationists.

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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 (2022)

Revenue Breakdown

Contributions & Grants $232,643

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $232,643

Expense Breakdown

Grants Paid $23,035

Salaries & Benefits $0

Fundraising Expenses $121,343

Program Expenses $23,035

Other Expenses $142,840

TOTAL EXPENSES $165,875

Year-over-Year Comparison

	2022	2021	Change
Revenue	$232,643	$11,559	+19.1%
Expenses	$165,875	$27,403	+5.1%
Net Income	$66,768	$-15,844	-5.2%

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

N/A

Volunteers

125

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
Nancy E Melendez	President	15.00	Officer Director	$0	$0	$0
Gaby Adame	Vice President	5.00	Officer Director	$0	$0	$0
Sharon Trujillo-Kasner	Secretary	10.00	Officer Director	$0	$0	$0
Malia Vincent-Finney	Treasurer	10.00	Officer 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	$232,643	$165,875	$78,372	$66,768

Spanish Town Heritage Foundation