FONDOS UNIDOS DE PUERTO RICO INC & UNITED WAY PUERTO RICO (EIN 660269222) - 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

1967

Legal Domicile

Principal Officer

GLORYMAR RIVERA

Phone

7877288500

Tax Period

2024-01-01 to 2024-12-31

FONDOS UNIDOS DE PUERTO RICO INC & UNITED WAY PUERTO RICO, founded in 1967, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $8.8M in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum.

Mission

RAISE FUNDS IN ANNUAL CAMPAIGN TO COVER PROGRAM SERVICES OF ITS PARTICIPATING AGENCIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $8,175,352

Program Service Revenue $0

Investment Income $147,109

Other Revenue $498,690

TOTAL REVENUE $8,821,151

Expense Breakdown

Grants Paid $4,951,595

Salaries & Benefits $1,803,704

Fundraising Expenses $668,832

Program Expenses $7,320,267

Other Expenses $1,876,652

TOTAL EXPENSES $8,631,951

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,821,151	$6,653,433	+0.3%
Expenses	$8,631,951	$7,718,311	+0.1%
Net Income	$189,200	$-1,064,878	-1.2%

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

2770

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

$406,444

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GLORYMAR RIVERA	PRESIDENT	40.00	Highest	$0	$0	$105,715
HEIDI CORTES	FINANCE AND ADMINISTRATION VP	40.00	Key Emp	$0	$2,258	$115,172
CARLOS GOMEZ	VP CAMPAIGN	40.00	Key Emp	$0	$1,497	$76,364
JAIME BAHAMUNDI	DIRECTOR OF COMMUNICATIONS	40.00	Key Emp	$0	$1,452	$74,063
NINA GIRON	HUMAN RESOURCES DIRECTOR	40.00	Key Emp	$0	$754	$45,997
JUAN GONZALEZ	COMMUNITY INITIATIVE DIRECTOR	40.00	Key Emp	$0	$1,428	$72,848
JANET SANTIAGO	HUMAN RESOURCES DIRECTOR	0.00	Key Emp	$0	$0	$22,000
EUSTAQUIO BABILONIA	DIRECTOR	0.00	Director	$0	$0	$0
MARC BJORKMAN	DIRECTOR	0.00	Director	$0	$0	$0
JOSE L BORGES	DIRECTOR	0.00	Director	$0	$0	$0
GRAHAM CASTILLO	DIRECTOR	0.00	Director	$0	$0	$0
JOSE JUAN DAVILA	DIRECTOR	0.00	Director	$0	$0	$0
JOSE R DEL VALLE BIGELOW	DIRECTOR	0.00	Director	$0	$0	$0
ALICIA ECHEVARRIA	DIRECTOR	0.00	Director	$0	$0	$0
JAIME FIGUEROA	DIRECTOR	0.00	Director	$0	$0	$0
DIANA FLORES	DIRECTOR	0.00	Director	$0	$0	$0
LORI-ANN FRONTERA	DIRECTOR	0.00	Director	$0	$0	$0
JONATHAN GARCIA	DIRECTOR	0.00	Director	$0	$0	$0
MARIA ELENA GONZALEZ CALDERON	DIRECTOR	0.00	Director	$0	$0	$0
PAUL T HARGEN	DIRECTOR	0.00	Director	$0	$0	$0
JORGE HERNANDEZ	DIRECTOR	0.00	Director	$0	$0	$0
ARTUR JOTIC	DIRECTOR	0.00	Director	$0	$0	$0
ROBERTO J MARTINEZ SANTIAGO	DIRECTOR	0.00	Director	$0	$0	$0
GISELLE MARTINEZ VELAZQUEZ	DIRECTOR	0.00	Director	$0	$0	$0
MANUEL MATOSANTOS	DIRECTOR	0.00	Director	$0	$0	$0
EMELY Y MEDINA	DIRECTOR	0.00	Director	$0	$0	$0
ROSANA MELENDEZ	DIRECTOR	0.00	Director	$0	$0	$0
CARLOS J MORELL	DIRECTOR	0.00	Director	$0	$0	$0
RAFAEL NIEVES	DIRECTOR	0.00	Director	$0	$0	$0
JOSE F ORAMAS	DIRECTOR	0.00	Director	$0	$0	$0
YASMIN PEDROGO	DIRECTOR	0.00	Director	$0	$0	$0
LIZZIE PEREZ	DIRECTOR	0.00	Director	$0	$0	$0
LUIS A PEREZ	DIRECTOR	0.00	Director	$0	$0	$0
ISMAEL RIOS	DIRECTOR	0.00	Director	$0	$0	$0
ANNETTE RODRIGUEZ	DIRECTOR	0.00	Director	$0	$0	$0
HUMBERTO ROVIRA	DIRECTOR	0.00	Director	$0	$0	$0
ANTHONY RUIZ	DIRECTOR	0.00	Director	$0	$0	$0
MANUEL SANCHEZ SIERRA	DIRECTOR	0.00	Director	$0	$0	$0
AGNES SUAREZ	DIRECTOR	0.00	Director	$0	$0	$0
VIVIAN J VAZQUEZ BONILLA	DIRECTOR	0.00	Director	$0	$0	$0
MIGUEL R VENTA	DIRECTOR	0.00	Director	$0	$0	$0
AUDREY ZAMOT	DIRECTOR	0.00	Director	$0	$0	$0
JUAN MARIO ALVAREZ	DIRECTOR	0.00	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	$8,821,151	$8,631,951	$13,001,632	$189,200
2023	$6,653,433	$7,718,311	$14,869,067	$-1,064,878
2022	$6,214,447	$11,783,023	$12,209,465	$-5,568,576
2022	$6,214,447	$11,783,023	$12,209,465	$-5,568,576
2021	$25,457,284	$26,926,966	$17,572,017	$-1,469,682
2020	$18,727,647	$9,369,964	$19,619,066	$9,357,683
2019	$6,756,510	$8,772,734	$9,964,118	$-2,016,224

FONDOS UNIDOS DE PUERTO RICO INC & UNITED WAY PUERTO RICO