CENTRO UNIDO DE DETALLISTAS DE PR (EIN 660189899) - 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

1949

Legal Domicile

Phone

7876418405

Tax Period

2023-01-01 to 2023-12-31

CENTRO UNIDO DE DETALLISTAS DE PR, founded in 1949, is a community nonprofit in the Community Improvement sector that reported $2.8M in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $2.6M left a modest 9% surplus.

Mission

Main mission is to promote economic technological social and cultural progress of the small and medium business industrial and self-employ which constitutes the groups represented by the entity.

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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 $674,674

Program Service Revenue $1,347,624

Investment Income $36,548

Other Revenue $746,240

TOTAL REVENUE $2,805,086

Expense Breakdown

Grants Paid $0

Salaries & Benefits $185,501

Fundraising Expenses $113,284

Program Expenses $910,986

Other Expenses $2,365,132

TOTAL EXPENSES $2,550,633

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,805,086	$3,754,156	-0.3%
Expenses	$2,550,633	$3,337,219	-0.2%
Net Income	$254,453	$416,937	-0.4%

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

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	Role	Reportable Comp	Other Comp	Total
Lourdes M Aponte	President	Officer	$0	$0	$0
Ramon Barquin III	Elected President	Officer	$0	$0	$0
Edna Diaz	Vice President	Officer	$0	$0	$0
Maria del Mar Torres	Treasurer	Officer	$0	$0	$0
Alan Taveras	Deputy Treasurer	Officer	$0	$0	$0
Hilda Resto	Secretary	Officer	$0	$0	$0
Cindy Cruz	Deputy Secretary	Officer	$0	$0	$0
Alfonso M Lam	Director	Director	$0	$0	$0
Karla Caceres	Director	Director	$0	$0	$0
Ruben F Diaz	Director	Director	$0	$0	$0
Cynthia Roman	Director	Director	$0	$0	$0
Maria J Oquendo	Director	Director	$0	$0	$0
Maria E Margarida	Director	Director	$0	$0	$0
Sheila Otero	Director	Director	$0	$0	$0
Jorge Arguelles	Director	Director	$0	$0	$0
Nelson J Ramirez	Honorary Predident	Director	$0	$0	$0
Jose J Chico	Honorary Predident	Director	$0	$0	$0
Ignacio R Veloz	Honorary Predident	Director	$0	$0	$0
Elliot Rivera	Merit Member	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
2024	No data	No data	No data	No data
2023	$2,805,086	$2,550,633	$5,336,633	$254,453
2022	$3,754,156	$3,337,219	$5,284,832	$416,937
2021	$1,917,935	$1,978,421	$4,390,064	$-60,486
2020	$1,233,902	$1,281,123	$3,853,216	$-47,221

CENTRO UNIDO DE DETALLISTAS DE PR