Santa Teresa Charitable Foundation (EIN 465192214) - 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

Jerry Pacheco

Phone

5755892200

Tax Period

2022-01-01 to 2022-12-31

Santa Teresa Charitable Foundation, founded in 2014, is a small nonprofit in the Education sector that reported $297K in total revenue in fiscal year 2022. Revenue surged 67% from the prior year, signaling strong growth momentum. Expenses of $282K left a modest 5% surplus.

Mission

Support elementary and secondary education as well as to support civic education.

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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 $92,112

Program Service Revenue $205,312

Investment Income $0

Other Revenue $0

TOTAL REVENUE $297,424

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,812

Fundraising Expenses $21,440

Program Expenses $244,912

Other Expenses $270,389

TOTAL EXPENSES $282,201

Year-over-Year Comparison

	2022	2021	Change
Revenue	$297,424	$178,276	+0.7%
Expenses	$282,201	$61,696	+3.6%
Net Income	$15,223	$116,580	-0.9%

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

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
Jerry Pacheco	Secretary	002.00	Officer Director	$0	$0	$0
Joshua Orozco	Director	002.00	Director	$0	$0	$0
Priscila Gurrola	Director	002.00	Director	$0	$0	$0
Ilse Arreola	Chairperson	002.00	Officer Director	$0	$0	$0
Susana Cisneros	Treasurer	002.00	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
2022	$297,424	$282,201	$224,211	$15,223

Santa Teresa Charitable Foundation