ESTANCIA CORAZON INC (EIN 660479184) - 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

1991

Legal Domicile

Principal Officer

Carlos J Gonzalez Santiago

Phone

7878315095

Tax Period

2023-10-01 to 2024-09-30

ESTANCIA CORAZON INC, founded in 1991, is a community nonprofit in the Human Services sector that reported $1.0M in total revenue in fiscal year 2023. Expenses of $952K left a modest 7% surplus.

Mission

Non profit organization that provides supportive services, prevention services, transational and permanent housing to homeless and HIV patients.

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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 $982,090

Program Service Revenue $0

Investment Income $0

Other Revenue $43,171

TOTAL REVENUE $1,025,261

Expense Breakdown

Grants Paid $0

Salaries & Benefits $511,862

Fundraising Expenses $0

Program Expenses $951,829

Other Expenses $439,967

TOTAL EXPENSES $951,829

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,025,261	$974,770	+0.1%
Expenses	$951,829	$1,038,841	-0.1%
Net Income	$73,432	$-64,071	-2.1%

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

$93,078

Total Directors

$24,356

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ivonne Santiago	Executive Director	40	Officer	$69,491	$0	$69,491
Rosemary Rodriguez	Vocal	40	Director	$24,356	$0	$24,356
Rafael Pagan Marfisi	Treasurer	40	Officer	$23,587	$0	$23,587
George M Usdaviniz	Vice President	5	Director	$0	$0	$0
Daniel Pimentel	Vocal	5	Director	$0	$0	$0
Carlos J Gonzalez Santiago	President	5	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	$1,025,261	$951,829	$375,877	$73,432
2023	$974,770	$1,038,841	$320,841	$-64,071
2022	$1,163,907	$1,263,842	$350,103	$-99,935
2021	$1,184,354	$1,266,008	$387,773	$-81,654
2020	$928,974	$1,102,518	$421,251	$-173,544

ESTANCIA CORAZON INC