Friends of Lisi (EIN 472057150) - 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

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

The Corporation is organized for exclusively charitable, scientific, religious, and educational purposes within the meaning of section 501 (C)(3) of the Code. Within the scope of the foregoing, the Corporation is organized and operated to support or benefit one or more centers or organizations described in Sections 509(a)(1) or 509(3)(2) of the Code, and engaged in (i) providing and developing educational assistance and services to underprivileged individuals with a special focus and emphasis on centers and organizations providing such services to children and young adults in Latin America, Adrica and countries in similar social and economic conditions, and (ii) academic research, development and 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 (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

Friends of Lisi