INSTITUTO PATRIOTICO Y DOCENTE SAN CARLOS INC

EIN: 592716132 501(c)(3) Arts, Culture & Humanities

CORAL GABLES, FL

Total Revenue
$144,130
Total Expenses
$261,767
Total Assets
$1,033,332
Net Assets
$1,033,046
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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
1986
Legal Domicile
FL
Principal Officer
RAFAEL PENALVER
Phone
3055799000
Tax Period
2019-01-01 to 2019-12-31

INSTITUTO PATRIOTICO Y DOCENTE SAN CARLOS INC, founded in 1986, is a small nonprofit in the Arts, Culture & Humanities sector that reported $144K in total revenue in fiscal year 2019. Expenses of $262K exceeded revenue, resulting in a 82% operating deficit.

Mission

EDUCATIONAL AND CULTURAL PROGRAMS TO EDUCATE THE COMMUNITY ABOUT CUBAN HISTORY AND HERITAGE.

Program Service Accomplishments

Program 1
Expenses: $254,189

EDUCATING THE COMMUNITY ABOUT CUBAN HISTORY AND HERITAGE. DUE TO UNCERTAINTY OF CHARATIBLE CONTRIBUTIONS, THE PUBLIC SUPPORT PERCENTAGE HAS TEMPORARLY GONE BELOW THE 33.33% REQUIREMENT, BUT DOES...

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EDUCATING THE COMMUNITY ABOUT CUBAN HISTORY AND HERITAGE. DUE TO UNCERTAINTY OF CHARATIBLE CONTRIBUTIONS, THE PUBLIC SUPPORT PERCENTAGE HAS TEMPORARLY GONE BELOW THE 33.33% REQUIREMENT, BUT DOES EXCEED THE 10% REQUIREMENT FOR THE FACTS AND CIRCUMSTANCES TEST.

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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%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $30,081
Program Service Revenue $0
Investment Income $10
Other Revenue $114,039
TOTAL REVENUE $144,130

Expense Breakdown

Grants Paid $0
Salaries & Benefits $44,800
Fundraising Expenses $0
Program Expenses $254,189
Other Expenses $216,967
TOTAL EXPENSES $261,767

Year-over-Year Comparison

2019 2018 Change
Revenue $144,130 $150,309 0.0%
Expenses $261,767 $227,825 +0.1%
Net Income $-117,637 $-77,516 +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

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Governance

Voting Members
17
Independent Members
17
Employees
3
Volunteers
17

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
17
$9,960
Total Directors
17
$9,960
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RAFAEL A PENALVER PRESIDENT 40.00
Officer Director
$0 $0 $0
GEORGE FERNANDEZ VICE-PRESIDENT - COMMUNITY 20.00
Officer Director
$0 $0 $0
ELENA GUARDIOLA SPOTTSWOOD VICE-PRESIDENT - FUNDRASIN 20.00
Officer Director
$0 $0 $0
ALEJANDRO F PASCUAL VICE-PRESIDENT - HISTORY, 30.00
Officer Director
$9,960 $0 $9,960
MONICA FARALDO TREASURER - CHIEF FINANCIA 25.00
Officer Director
$0 $0 $0
GILDA NILES TREASURER - ASSISTANT 10.00
Officer Director
$0 $0 $0
DIANA ARTEAGA SECRETARY 1.50
Officer Director
$0 $0 $0
BARBARA EDGAR DIRECTOR 1.00
Officer Director
$0 $0 $0
JULIO ESTORINO DIRECTOR 1.00
Officer Director
$0 $0 $0
OSCAR JIMENEZ DIRECTOR 1.00
Officer Director
$0 $0 $0
NORMA FARALDO DIRECTOR 1.00
Officer Director
$0 $0 $0
GEORGE GALVAN DIRECTOR 0.50
Officer Director
$0 $0 $0
JULIO J TORRADO DIRECTOR 0.50
Officer Director
$0 $0 $0
FELIX D PRADAS-BERGNES DIRECTOR 0.50
Officer Director
$0 $0 $0
HOLLY MERRIL RASCHEIN DIRECTOR - STATE REPRESENT 1.00
Officer Director
$0 $0 $0
ROSA LEONOR WHITMARSH DIRECTOR 1.00
Officer Director
$0 $0 $0
JUAN L REIRA DIRECTOR - SAN CARLOS HOST 0.50
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
2019 $144,130 $261,767 $1,033,332 $-117,637
2018 $150,309 $227,825 $1,151,091 $-77,516
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