FUNDACION EDUCATIVA CONCEPCION

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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

1999

Legal Domicile

Principal Officer

Jalinet Ortiz

Phone

7878016498

Tax Period

2024-07-01 to 2025-06-30

FUNDACION EDUCATIVA CONCEPCION, founded in 1999, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $1.7M left a modest 6% surplus.

Mission

The entity is engaged to provide educational services in the eastern area of Puerto Rico. The school is elementary and secondary education.

Program Service Accomplishments

Program 1

Expenses: $1,569,069 Revenue: $1,184,952

The entity is engaged to provide educational services in the eastern area of Puerto Rico. The School is elementary and secondary education.

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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 $652,018

Program Service Revenue $1,184,952

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,836,970

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,176,522

Fundraising Expenses $0

Program Expenses $1,569,069

Other Expenses $556,777

TOTAL EXPENSES $1,733,299

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,836,970	$1,946,646	-0.1%
Expenses	$1,733,299	$1,808,755	0.0%
Net Income	$103,671	$137,891	-0.2%

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

$75,409

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ivelisse Davila	Director	40	Key Emp	$38,759	$0	$38,759
Ariannette LaSanta	Maternal Director	40	Key Emp	$36,650	$0	$36,650
Fernando Davila	Director	3	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	$1,836,970	$1,733,299	$3,151,700	$103,671
2024	No data	No data	No data	No data
2023	$2,245,220	$1,860,279	$3,004,807	$384,941
2022	$1,630,304	$1,663,816	$2,655,556	$-33,512
2021	$1,347,983	$1,117,361	$2,736,306	$230,622
2020	$1,487,316	$1,378,757	$2,491,514	$108,559
2019	$1,802,827	$1,628,900	$2,399,948	$173,927
2018	$1,179,875	$1,049,434	$2,279,860	$130,441