FUNDACIN LUIS MUOZ MARIN INC

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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

1980

Legal Domicile

Principal Officer

JAVIER ALEMAN IGLESIAS

Phone

7877557979

Tax Period

2023-07-01 to 2024-06-30

FUNDACIN LUIS MUOZ MARIN INC, founded in 1980, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2023. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $548K, a strong 21% operating margin.

Mission

HELPING TO BUILD PUERTO RICO'S FUTURE BY PRESERVING BOTH THE SOCIAL AND NATURAL HISTORY AND DISSEMINATING THE VALUES, PHILOSOPHY AND IDEAS OF LUIS MUOZ MARN AND PROMOTING THEM IN IDENTIFYING AND SOLVING THE ISLAND'S MOST URGENT PROBLEMS.

Program Service Accomplishments

Program 1

Expenses: $231,423

EDUCATIONAL ACTIVITIES AND SPECIAL PROJECTS - THE FOUNDATION COMMEMORATES ANNUALLY THE BIRTHDAYS OF LUIS MUOZ MARN, LUIS MUOZ RIVERA, AND INS MARA MENDOZA DE MUOZ MARN. IN ADDITION TO THE CULTURAL...

EDUCATIONAL ACTIVITIES AND SPECIAL PROJECTS - THE FOUNDATION COMMEMORATES ANNUALLY THE BIRTHDAYS OF LUIS MUOZ MARN, LUIS MUOZ RIVERA, AND INS MARA MENDOZA DE MUOZ MARN. IN ADDITION TO THE CULTURAL ACTIVITIES DERIVED FROM THESE ANNUAL COMMEMORATIONS, THE FOUNDATION IS ALSO INVOLVED IN OTHER EDUCATIONAL AND CULTURAL INITIATIVES.

Program 2

Expenses: $122,458

DOA INES MARIA MENDOZA PARK - THIS PROJECT IS RELATED TO THE DEVELOPMENT OF AN ARBORETUM IN A LOCATION ADJACENT TO THE FOUNDATION'S PREMISES. THIS PARK IS OPEN TO THE GENERAL PUBLIC AND FEATURES AN URBAN FOREST AND AN EDUCATIONAL CENTER DEDICATED TO THE BIODIVERSITY OF THE CARIBBEAN AND CONSERVATION OF OUR FLORA, AMONG OTHERS.

Program 3

Expenses: $164,828

MUSEUMS, EXHIBITIONS AND GUIDED TOURS - VARIOUS EDIFICATIONS WITHIN THE FOUNDATION PREMISES HAVE BEEN CONVERTED INTO MUSEUMS AND EXHIBITION AREA. MUSEUM FACILITIES INCLUDE THE MUOZ-MENDOZA RESIDENCE, THE LUIS MUOZ MARN OFFICE AND LIBRARY, AS WELL AS THE "BOHO- OR MEETING PLACE. EXHIBITION ROOMS INCLUDE THE LUIS MUOZ MARN AND INS MARA MENDOZA HALLS. THESE FACILITIES ARE OPEN TO THE GENERAL PUBLIC. IN ADDITION, THE FOUNDATION PROVIDES GUIDED TOURS THROUGHOUT THE HISTORIC SITE, INCLUDING THE MUSEUMS, EXHIBITIONS, GARDENS, AS WELL AS THE PRESENTATION OF FILMS REGARDING THE LIFE AND WORK OF LUIS MUOZ MARN, AND THE CONTEMPORARY HISTORY OF PUERTO RICO, AMONG OTHERS.

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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 $2,227,669

Program Service Revenue $35,159

Investment Income $7,065

Other Revenue $363,013

TOTAL REVENUE $2,632,906

Expense Breakdown

Grants Paid $0

Salaries & Benefits $265,687

Fundraising Expenses $124,043

Program Expenses $1,667,555

Other Expenses $1,819,175

TOTAL EXPENSES $2,084,862

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,632,906	$1,784,692	+0.5%
Expenses	$2,084,862	$1,736,496	+0.2%
Net Income	$548,044	$48,196	+10.4%

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

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

$140,052

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA HERNANDEZ ROSADO	DIRECTOR	24.00	Director	$0	$0	$0
JULIO QUIROS ALCALA	SUB EXECUTIV	40.00	Officer	$55,052	$0	$55,052
KAROLEE GARCIA	VICE PRESIDE	42.00	Officer	$0	$0	$0
VICTOR MENA	DIRECTOR	42.00	Director	$0	$0	$0
MELBA ACOSTA	DIRECTOR	24.00	Director	$0	$0	$0
JAIME BAUZA	DIRECTOR	24.00	Director	$0	$0	$0
SALVADOR CASELLAS TORO	DIRECTOR	24.00	Director	$0	$0	$0
EUGENIO TORRES OYOLA	DIRECTOR	24.00	Director	$0	$0	$0
JORGE RODRIGUEZ BERUFF	DIRECTOR	24.00	Director	$0	$0	$0
CARLOS OLIVENCIA	PRESIDENT	146.00	Officer	$0	$0	$0
DIEGO FIGUEROA	DIRECTOR	24.00	Director	$0	$0	$0
JORGE NAZARIO	TREASURER	42.00	Officer	$0	$0	$0
FERNANDO ORONOZ	SECRETARY	42.00	Officer	$0	$0	$0
JULIO BILLOCH PICO	DIRECTOR	24.00	Director	$0	$0	$0
JUAN CARLOS BLANCO URRUTIA	DIRECTOR	24.00	Director	$0	$0	$0
CARLOS CARBONNELL	DIRECTOR	24.00	Director	$0	$0	$0
JAVIER ALEMAN IGLESIAS	EXECUTIVE DI	40.00	Officer	$85,000	$0	$85,000

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	No data	No data	No data	No data
2024	$2,632,906	$2,084,862	$9,851,004	$548,044
2023	$1,784,692	$1,736,496	$9,542,569	$48,196
2022	$1,823,598	$1,812,345	$9,105,150	$11,253
2021	$1,747,418	$1,477,400	$9,390,433	$270,018