PUERTO ESPERANZA 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

VICKY THOMPASON

Phone

5756860990

Tax Period

2023-01-01 to 2023-12-31

PUERTO ESPERANZA INC, founded in 2013, is a small nonprofit in the Human Services sector that reported $348K in total revenue in fiscal year 2023. Revenue surged 93% from the prior year, signaling strong growth momentum. The organization ran a surplus of $185K, a strong 53% operating margin.

Mission

TO OFFER CHRIST-CENTERED HOPE, HEALING, AND DIRECTION TO WOMEN AND CHILDREN ESCAPING DOMESTIC VIOLENCE.

Program Service Accomplishments

Program 1

Expenses: $13,934 Revenue: $32,052

HOPE HARBOR IS IN THE START-UP PHASE OF OPERATIONS, SO THERE HAS BEEN LITTLE PROGRAM SERVICE ACCOMPLISHMENTS IN THE CURRENT YEAR. HOPE HARBOR IS PURSUING ITS PROGRAM SERVICE GOALS OF 1) PROVIDING...

HOPE HARBOR IS IN THE START-UP PHASE OF OPERATIONS, SO THERE HAS BEEN LITTLE PROGRAM SERVICE ACCOMPLISHMENTS IN THE CURRENT YEAR. HOPE HARBOR IS PURSUING ITS PROGRAM SERVICE GOALS OF 1) PROVIDING HOUSING; 2) CASE MANAGEMENT WITH AN EMPHASIS ON PERSONAL GOAL PLANS; 3) LIFE SKILLS CLASSES IN FINANCE, PARENTING, HEALTH, NURTITION, AND PERSONAL DEVELOPMENT; 4) CONSISTENT EMOTIONAL SUPPORT THROUGH THE CARE OF STAFF AND VOLUNTEERS; 5) REFERRAL TO COMMUNITY RESOURCES FOR EDUCATION, VOCATIONAL EVALUAITON, DEVELOPMENT COUNSELING, AND FAMILY ASSISTANCE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $288,751

Program Service Revenue $32,052

Investment Income $27,563

Other Revenue $0

TOTAL REVENUE $348,366

Expense Breakdown

Grants Paid $0

Salaries & Benefits $66,345

Fundraising Expenses $0

Program Expenses $13,934

Other Expenses $96,644

TOTAL EXPENSES $162,989

Year-over-Year Comparison

	2023	2022	Change
Revenue	$348,366	$180,384	+0.9%
Expenses	$162,989	$127,491	+0.3%
Net Income	$185,377	$52,893	+2.5%

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

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

$20,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICKY THOMPASON	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARCI BUTCHOFSKY	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
SHIPPEN SALAS	SECRETARY	1.00	Officer Director	$0	$0	$0
BILLIE WIELAND	TREASURER	1.00	Officer Director	$0	$0	$0
SUE MCCAW	DIRECTOR	1.00	Director	$0	$0	$0
RYAN TROSPER	DIRECTOR	1.00	Director	$0	$0	$0
TANYA TYLER	DIRECTOR	1.00	Director	$0	$0	$0
LORNA FIKE	EXECUTIVE DI	40.00	Officer	$3,600	$16,800	$20,400

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
2024	No data	No data	No data	No data
2023	$348,366	$162,989	$1,362,051	$185,377
2022	$180,384	$127,491	$1,178,024	$52,893
2021	$444,667	$62,485	$1,122,501	$382,182
2020	$158,960	$60,912	$739,606	$98,048
2019	$147,001	$65,864	$643,234	$81,137
2018	$132,291	$30,700	$560,728	$101,591