PERUVIAN-AMERICAN ENDOWMENT INC DBA CAYETANO HEREDIA ALUMNI FOUNDATION (EIN 650177856) - 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

1989

Legal Domicile

Principal Officer

ALEJANDRO GARCIA MD

Phone

7604249989

Tax Period

2023-01-01 to 2023-12-31

PERUVIAN-AMERICAN ENDOWMENT INC DBA CAYETANO HEREDIA ALUMNI FOUNDATION, founded in 1989, is a small nonprofit in the International Affairs sector that reported $701K in total revenue in fiscal year 2023. Revenue surged 706% from the prior year, signaling strong growth momentum. The organization ran a surplus of $471K, a strong 67% operating margin.

Mission

CONTRIBUTIONS TO UNIVERSIDAD PERUANA CAYETANO HEREDIA IN LIMA, PERU, TO BE USED FOR THE EDUCATIONAL NEEDS OF THE UNIVERSITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $656,712

Program Service Revenue $0

Investment Income $44,664

Other Revenue $0

TOTAL REVENUE $701,376

Expense Breakdown

Grants Paid $216,076

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $216,076

Other Expenses $13,906

TOTAL EXPENSES $229,982

Year-over-Year Comparison

	2023	2022	Change
Revenue	$701,376	$86,995	+7.1%
Expenses	$229,982	$314,745	-0.3%
Net Income	$471,394	$-227,750	-3.1%

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
JORGE GUERRA MD	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH ESTRADA MD	DIRECTOR	2.00	Director	$0	$0	$0
ALFONSO PEREZ MD	DIRECTOR	2.00	Director	$0	$0	$0
MARCOS MILLA PHD	DIRECTOR	2.00	Director	$0	$0	$0
GIUIANA DE FRANCESC MD	DIRECTOR	2.00	Director	$0	$0	$0
JUAN PRETELL MD	DIRECTOR	2.00	Director	$0	$0	$0
CAMILA MASIAS MD	DIRECTOR	2.00	Director	$0	$0	$0
JULIO HUAPAYA MD	DIRECTOR	2.00	Director	$0	$0	$0
MARISU RUEDA MD	DIRECTOR	2.00	Director	$0	$0	$0
ANA MARTINEZ DDS	DIRECTOR	2.00	Director	$0	$0	$0
GUILLERMO LLOSA MD	TREASURER	4.00	Officer	$0	$0	$0
FRANCIS DUMLER MD	VICE PRESIDENT	4.00	Officer	$0	$0	$0
MARIO EYZAGUIRRE MD	SECRETARY	4.00	Officer	$0	$0	$0
ALEJANDRO GARCIA MD	PRESIDENT	8.00	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
2024	No data	No data	No data	No data
2023	$701,376	$229,982	$1,534,480	$471,394
2022	$86,995	$314,745	$1,063,086	$-227,750
2021	$517,728	$175,217	$1,290,836	$342,511
2020	$442,799	$365,630	$948,325	$77,169
2019	$324,923	$276,964	$871,156	$47,959
2018	$91,307	$56,918	$823,197	$34,389

PERUVIAN-AMERICAN ENDOWMENT INC DBA CAYETANO HEREDIA ALUMNI FOUNDATION