FUNDACION ESPERANZA INC

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Phone

2625525516

Tax Period

2018-01-01 to 2018-12-31

FUNDACION ESPERANZA INC, founded in 2014, is a small nonprofit in the International Affairs sector that reported $257K in total revenue in fiscal year 2018. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $68K, a strong 27% operating margin.

Mission

HUMANITARIAN AID AND EDUCATION FOR LOW INCOME AREAS

Program Service Accomplishments

Program 1

Expenses: $188,527

Organized humanitarian aid trip for 17 students from University of Wisconsin Stevens Point in May.Organized humanitarian aid trip for 20 students from Marian University in May.Organized mission trips for 31 students from Carthage College in June and for 25 students from Carthage College in January.Treated approximately 1800 patients on Ometepe Island.Continued construction of patient washing room at a clinic in Corazl on Ometepe Island.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $1,500

Program Service Revenue $255,256

Investment Income $10

Other Revenue $0

TOTAL REVENUE $256,766

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $188,527

Other Expenses $188,527

TOTAL EXPENSES $188,527

Year-over-Year Comparison

	2018	2017	Change
Revenue	$256,766	$234,288	+0.1%
Expenses	$188,527	$234,378	-0.2%
Net Income	$68,239	$-90	-759.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DON SWAILES	President	2.00	Officer Director	$0	$0	$0
JOHN ANDERSEN	Vice President	2.00	Officer Director	$0	$0	$0
PATRICK PFAFFLE	Executive Dir.	5.00	Officer Director	$0	$0	$0
ALAN DEGNAN	Treasurer	2.00	Director	$0	$0	$0
MATTHEW ZORN	Trustee	5.00	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
2018	$256,766	$188,527	$72,029	$68,239