NEW AMERICA ALLIANCE INSTITUTE (EIN 541072411) - 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

1999

Legal Domicile

Principal Officer

Solange Brooks

Phone

9162046346

Tax Period

2021-01-01 to 2021-12-31

NEW AMERICA ALLIANCE INSTITUTE, founded in 1999, is a small nonprofit in the Education sector that reported $386K in total revenue in fiscal year 2021. The organization ran a surplus of $267K, a strong 69% operating margin.

Mission

To accelerate Latino leadership in entrepreneurship, corporate America, and public service, including the continued rise of Latinas.

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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 $386,064

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $386,064

Expense Breakdown

Grants Paid $60,000

Salaries & Benefits $4,829

Fundraising Expenses $0

Program Expenses $105,829

Other Expenses $53,821

TOTAL EXPENSES $118,650

Year-over-Year Comparison

	2021	2020	Change
Revenue	$386,064	N/A	N/A
Expenses	$118,650	$15,938	+6.4%
Net Income	$267,414	$-15,938	-17.8%

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

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
Danielle N Beyer	Member	5	Director	$0	$0	$0
Jessie Gabriel	Board Member	5.00	Director	$0	$0	$0
Gerson Guzman	Board Member	5	Director	$0	$0	$0
Raul Yzaguirre	Board Member	5	Director	$0	$0	$0
Henry Cisneros	Board Member	5	Director	$0	$0	$0
Dolores M Munoz	Vice Chair	5	Officer Director	$0	$0	$0
Ricardo Bekin	Treasurer	5	Officer Director	$0	$0	$0
Gabriel Rodriguez	Chair	5	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
2021	$386,064	$118,650	$382,151	$267,414

NEW AMERICA ALLIANCE INSTITUTE