Friends of Lisi

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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

Santiago Aguilar Garibay

Phone

3138018625

Tax Period

2021-01-01 to 2021-12-31

Friends of Lisi, founded in 2014, is a small nonprofit in the Education sector that reported $480K in total revenue in fiscal year 2021. Revenue surged 516% from the prior year, signaling strong growth momentum. The organization ran a surplus of $436K, a strong 91% operating margin.

Mission

To support or benefit one or more centers or organizations dedicated to giving young men and women an integral education of their personalities, inspired on the human values and excellent academic, sport and musical formation, so they can live in social commitment and participate actively in the constant improvement of their community.

Program Service Accomplishments

Program 1

Expenses: $30,000 Revenue: $480,500

EDUCATIONAL SPONSORSHIP OF YOUNG ADULTS FROM UNDERPRIVILEGED MEXICAN COMMUNITIES AND GRANTS TO MEXICAN NOT-FOR-PROFIT ENTITY, LIDERES DEL SIGLO, A.C.

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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 (2021)

Revenue Breakdown

Contributions & Grants $480,500

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $480,500

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $0

Fundraising Expenses $9,450

Program Expenses $30,000

Other Expenses $14,268

TOTAL EXPENSES $44,268

Year-over-Year Comparison

	2021	2020	Change
Revenue	$480,500	$78,000	+5.2%
Expenses	$44,268	$60,499	-0.3%
Net Income	$436,232	$17,501	+23.9%

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
ABELARDO NAVARRETE FLORES	CHAIRMAN	2.0	Officer Director	$0	$0	$0
ROSA LUZ GOMEZ MORALES	VICE PRESIDENT	2.0	Officer Director	$0	$0	$0
SANTIAGO AGUILAR GARIBAY	SECRETARY	2.0	Director	$0	$0	$0
GABRIEL RUIZ HUERTA	MEMBER	2.0	Director	$0	$0	$0
ARTURO VIZCARRA ESPARZA	MEMBER	2.0	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
2021	$480,500	$44,268	$489,608	$436,232
2018	$286,000	$250,045	$39,247	$35,955