ACCION MARTIN HOLDINGS INC

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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

JANIE BARRERA

Phone

2102263664

Tax Period

2020-01-01 to 2020-12-31

ACCION MARTIN HOLDINGS INC, founded in 2013, is a community nonprofit that reported $5.5M in total revenue in fiscal year 2020.

Mission

ACCION MARTIN HOLDINGS, INC. WAS ESTABLISHED FOR THE PURPOSE OF HOLDING TITLE TO PROPERTY, COLLECTING INCOME FROM SUCH PROPERTY HELD AND TURNING OVER THE ENTIRE AMOUNT OF SUCH INCOME DERIVED FROM SUCH PROPERTY HELD, LESS EXPENSES, TO LIFTFUND, INC., AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.

Program Service Accomplishments

Program 1

ACCION MARTIN HOLDINGS, INC. WAS ESTABLISHED FOR THE PURPOSE OF HOLDING TITLE TO PROPERTY, COLLECTING INCOME FROM SUCH PROPERTY HELD AND TURNING OVER THE ENTIRE AMOUNT OF SUCH INCOME DERIVED FROM...

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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 (2020)

Revenue Breakdown

Contributions & Grants $5,978,000

Program Service Revenue $0

Investment Income $122

Other Revenue $-459,309

TOTAL REVENUE $5,518,813

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2020	2019	Change
Revenue	$5,518,813	$-209,752	-27.3%
Expenses	N/A	N/A	N/A
Net Income	N/A	$-209,752	N/A

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

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

$746,727

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANIE BARRERA	DIRECTOR	1.00	Director	$0	$131,779	$332,329
CELINA PENA	DIRECTOR	1.00	Director	$0	$18,020	$146,961
RICHARD RUEBE	DIRECTOR	1.00	Director	$0	$26,438	$168,191
TOM CLAUSEN	DIRECTOR	1.00	Director	$0	$15,801	$99,246

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
2020	$5,518,813	No data	$6,276,194	No data
2019	$-209,752	No data	$6,756,119	No data
2018	$-209,484	No data	$6,965,627	No data