HOGARES TERESA TODA CARMELITAS DE SAN JOSE (EIN 660488810) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

NORMA C MATAR ACOSTA

Phone

7878862060

Tax Period

2024-07-01 to 2025-06-30

HOGARES TERESA TODA CARMELITAS DE SAN JOSE, founded in 1991, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 46% from the prior year, signaling strong growth momentum. Expenses of $1.2M left a modest 7% surplus.

Mission

Provide home for girls who are orphane, have been left, mistreated or of limited resources.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $936,099

Program Service Revenue $355,899

Investment Income $1,674

Other Revenue $0

TOTAL REVENUE $1,293,672

Expense Breakdown

Grants Paid $0

Salaries & Benefits $522,517

Fundraising Expenses $0

Program Expenses $1,007,093

Other Expenses $680,003

TOTAL EXPENSES $1,202,520

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,293,672	$887,464	+0.5%
Expenses	$1,202,520	$1,174,078	+0.0%
Net Income	$91,152	$-286,614	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

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

$32,320

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NORMA C MATAR ACOSTA	ADMINISTRATOR	80	Officer	$32,320	$0	$32,320
GISELLE DAVILA VILLANUEVA	SOCIAL WORKER	40	Highest	$44,800	$0	$44,800
ARTURO J ORTIZ ACEVEDO	PRESIDENT	2	Director	$0	$0	$0
CESAR VICENTY PUEYO	VICE PRESIDENT	1	Director	$0	$0	$0
GRETA SOLIS BALDRICH	SECRETARY	1	Director	$0	$0	$0
DENISSE VALES BERGES	TREASURER	1	Director	$0	$0	$0
MINERVA CENTENO ROSSY	SUB TREASURER	1	Director	$0	$0	$0
MARU MOLINARY DE FERNANDEZ	VOCAL	1	Director	$0	$0	$0
LUIS LAUREANO CORUJO	VOCAL	1	Director	$0	$0	$0
MARICARMEN RODRIGUEZ	VOCAL	1	Director	$0	$0	$0
KENNETH BURY TEASTALE	VOCAL	1	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
2025	$1,293,672	$1,202,520	$3,655,996	$91,152
2024	No data	No data	No data	No data
2023	$1,092,595	$1,223,680	$3,520,108	$-131,085
2022	$1,008,373	$1,124,681	$3,645,296	$-116,308
2021	$853,111	$973,638	$3,919,909	$-120,527

HOGARES TERESA TODA CARMELITAS DE SAN JOSE