COAI INC (EIN 660481897) - 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

1992

Legal Domicile

Principal Officer

JOSE J MULINELLIRODRIGUEZ

Phone

7877937550

Tax Period

2024-07-01 to 2025-06-30

COAI INC, founded in 1992, is a small nonprofit in the Community Improvement sector that reported $335K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

HIV HEALTHPREVENTIONEDUCATION

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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 $335,346

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $335,346

Expense Breakdown

Grants Paid $2,900

Salaries & Benefits $31,227

Fundraising Expenses $0

Program Expenses $274,026

Other Expenses $318,940

TOTAL EXPENSES $353,067

Year-over-Year Comparison

	2024	2023	Change
Revenue	$335,346	$288,512	+0.2%
Expenses	$353,067	$296,674	+0.2%
Net Income	$-17,721	$-8,162	+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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARLOS E RODRIGUEZ	PRESIDENT	5.00	Officer	$0	$0	$0
ANGEL M VAZQUEZ	VICEPRESIDENT	5.00	Officer	$0	$0	$0
AMANDA I BAERGA	SECRETARY	5.00	Officer	$0	$0	$0
JOSE E PORTUONDO	TREASURER	5.00	Officer	$0	$0	$0
ROLANDO J MENDEZ	DIRECTOR	5.00	Officer	$0	$0	$0
CARMEN M MILAGROS	DIRECTOR	5.00	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	$335,346	$353,067	$42,232	$-17,721
2024	$288,512	$296,674	$77,809	$-8,162
2023	$320,779	$319,129	$93,034	$1,650
2022	$372,717	$376,835	$125,529	$-4,118
2021	$689,057	$712,480	$230,352	$-23,423

COAI INC