Catawba County Hispanic Ministry (EIN 562170931) - 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

Gianella Romero

Phone

8283209835

Tax Period

2025-01-01 to 2025-12-31

Catawba County Hispanic Ministry, founded in 1999, is a small nonprofit in the Religion sector that reported $279K in total revenue in fiscal year 2025. Revenue surged 59% from the prior year, signaling strong growth momentum. The organization ran a surplus of $83K, a strong 30% operating margin.

Mission

The organization serves the Hispanic population in Catawba County. Programs include language education, youth tutoring, family support services, translation assistance, and community outreach initiatives designed to improve access to resources and opportunities.

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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 (2025)

Revenue Breakdown

Contributions & Grants $272,131

Program Service Revenue $4,915

Investment Income $1,888

Other Revenue $183

TOTAL REVENUE $279,117

Expense Breakdown

Grants Paid $0

Salaries & Benefits $139,851

Fundraising Expenses $4,816

Program Expenses $106,192

Other Expenses $55,842

TOTAL EXPENSES $195,693

Year-over-Year Comparison

	2025	2024	Change
Revenue	$279,117	$175,470	+0.6%
Expenses	$195,693	N/A	N/A
Net Income	$83,424	$175,470	-0.5%

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

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
N/A	Member	1.00		$0	$0	$0
N/A	Member	1.00		$0	$0	$0
N/A	Member	1.00		$0	$0	$0
N/A	Member	1.00		$0	$0	$0
JoAnn Spees	President	4.00	Officer	$0	$0	$0
Martha Carrillo	Vice President	1.00	Officer	$0	$0	$0
Ada Harvell	Treasurer	1.00	Officer	$0	$0	$0
Karely Chavez-Callejas	Secretary	1.00	Officer	$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
2025	$279,117	$195,693	$256,957	$83,424

Catawba County Hispanic Ministry