PALMTRAIL INC (EIN 650324017) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

JEANNETTE PEREZ-GRUBER

Phone

7862688310

Tax Period

2023-01-01 to 2023-12-31

PALMTRAIL INC, founded in 1993, is a small nonprofit in the Unknown sector that reported $334K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $287K left a modest 14% surplus.

Mission

PALMTRAIL IS DEDICATED TO HELPING WOMEN CARRY OUT THE IMPORTANT MISSION OF SHAPING SOCIETY THROUGH THEIR WORK AND CHRISTIAN EXAMPLE. THROUGH CLASSES AND ACTIVITIES GEARED TOWARD CHARACTER DEVELOPMENT AND PERSONAL SPIRITUAL FORMATION. PALMTRAIL PROMOTES THE DIGNITY OF WOMEN AND FAMILIES, ENABLING THEM TO HAVE A POSITIVE INFLUENCE IN THE WORLD.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $255,516

Program Service Revenue $73,550

Investment Income $17

Other Revenue $4,518

TOTAL REVENUE $333,601

Expense Breakdown

Grants Paid $0

Salaries & Benefits $58,365

Fundraising Expenses $0

Program Expenses $113,418

Other Expenses $228,498

TOTAL EXPENSES $286,863

Year-over-Year Comparison

	2023	2022	Change
Revenue	$333,601	$412,711	-0.2%
Expenses	$286,863	$267,954	+0.1%
Net Income	$46,738	$144,757	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$20,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE BETTESWORTH DIANE BETTESWORTH	VICE-PRESIDENT	0.00	Officer	$0	$0	$0
MARIA BEATRIZ DONOSO MARIA BEATRIZ	CFO	0.00	Officer	$0	$0	$0
JEANNETTE PEREZ-GRUBER	CEO	7.00	Officer	$10,000	$0	$10,000
INES GORTAZAR	CLERK	7.00	Officer	$10,000	$0	$10,000
JEANNE SPELLMAN	CLERK	0.00	Officer	$0	$0	$0
MARIA ANTONIETA VARELA	SECRETARY	0.00	Officer	$0	$0	$0
ANNA TERESA RAMIREZ	PRESIDENT	0.00	Officer	$0	$0	$0
ROSARIO M KEEFE	TREASURER	0.00	Officer	$0	$0	$0
HORTENSIA SEGARRA	DIRECTOR	0.00	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	$333,601	$286,863	$2,681,524	$46,738
2022	$412,711	$267,954	$2,662,358	$144,757
2021	$509,148	$364,810	$2,656,138	$144,338
2020	$463,847	$309,297	$2,047,325	$154,550
2019	$412,043	$202,809	$1,830,803	$209,234
2018	$373,508	$208,240	$1,692,318	$165,268

PALMTRAIL INC