EL INSTITUTO DE ORIENTACION Y TERAPIA FAMILIAR (EIN 660307031) - 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

1971

Legal Domicile

Principal Officer

MIGUEL MORALES

Phone

7877465756

Tax Period

2024-07-01 to 2025-06-30

EL INSTITUTO DE ORIENTACION Y TERAPIA FAMILIAR, founded in 1971, is a small nonprofit in the Human Services sector that reported $303K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring.

Mission

INDIVIDUALS TO AND CITIZENS IN THEIR COMUNITIES

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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 $0

Program Service Revenue $303,141

Investment Income $35

Other Revenue $0

TOTAL REVENUE $303,176

Expense Breakdown

Grants Paid $0

Salaries & Benefits $106,295

Fundraising Expenses $0

Program Expenses $247,016

Other Expenses $207,429

TOTAL EXPENSES $313,724

Year-over-Year Comparison

	2024	2023	Change
Revenue	$303,176	$396,934	-0.2%
Expenses	$313,724	$435,236	-0.3%
Net Income	$-10,548	$-38,302	-0.7%

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

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

$45,300

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIGUEL MORALES	EXEC DIRECTOR	40	Key Emp	$45,300	$0	$45,300
SIRI ROLON	SUB TREASURE	2	Officer	$0	$0	$0
BRUNILDA CAMACHO	DIRECTOR	2	Officer	$0	$0	$0
GLORIA	ROSARIO	2	Officer	$0	$0	$0
LEYDA GARCIA	SECRETARY	2	Officer	$0	$0	$0
ROSA RAMIREZ	DIRECTOR	2	Officer	$0	$0	$0
JORGUE RODRIGUEZ	VP	2	Officer	$0	$0	$0
MANUEL PEREZ	DIRECTOR	2	Officer	$0	$0	$0
ADA MARRERO	DIRECTOR	2	Officer	$0	$0	$0
ELBA VAZQUEZ	DIRECTOR	2	Officer	$0	$0	$0
CARMEN ACEVEDO	DIRECTOR	2	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
2025	$303,176	$313,724	$78,530	$-10,548
2024	$396,934	$435,236	$135,260	$-38,302
2023	$433,347	$450,931	$100,782	$-17,584
2022	$232,885	$223,123	$123,205	$9,762
2021	$234,601	$232,032	$76,726	$2,569

EL INSTITUTO DE ORIENTACION Y TERAPIA FAMILIAR