GUADALUPE HOLDING COMPANY (EIN 463985736) - 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

2013

Legal Domicile

Principal Officer

KORRY KIEFER

Phone

8015316100

Tax Period

2024-07-01 to 2025-06-30

GUADALUPE HOLDING COMPANY, founded in 2013, is a small nonprofit in the Education sector that reported $354K in total revenue in fiscal year 2024. Expenses of $555K exceeded revenue, resulting in a 57% operating deficit.

Mission

TO CONSTRUCT, OWN AND LEASE A SCHOOL BUILDING TO GUADALUPE CENTER EDUCATION PROGRAMS, INC.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $354,146

Other Revenue $0

TOTAL REVENUE $354,146

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $12,186

Program Expenses $529,252

Other Expenses $554,598

TOTAL EXPENSES $554,598

Year-over-Year Comparison

	2024	2023	Change
Revenue	$354,146	$354,298	0.0%
Expenses	$554,598	$646,371	-0.1%
Net Income	$-200,452	$-292,073	-0.3%

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

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

$509,816

Total Directors

$509,816

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KORRY KIEFER	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
RICHARD PATER	PRESIDENT	1.00	Officer Director	$0	$55,355	$293,739
JAMES CARTER	TREASURER/SECRETARY	1.00	Officer Director	$0	$43,624	$216,077

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
2025	$354,146	$554,598	$5,887,025	$-200,452
2024	$354,298	$646,371	$6,083,245	$-292,073
2023	$354,362	$670,455	$6,461,232	$-316,093
2022	$353,607	$593,703	$6,372,988	$-240,096
2021	$9,921,875	$360,256	$6,523,522	$9,561,619
2020	$132,500	$482,649	$7,938,041	$-350,149
2019	$132,500	$482,992	$8,288,190	$-350,492
2018	$132,500	$481,711	$8,640,018	$-349,211

GUADALUPE HOLDING COMPANY