ASESORES FINANCIEROS COMUNITAR

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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

2007

Legal Domicile

Principal Officer

AIDA RIVERA

Phone

7874559133

Tax Period

2024-07-01 to 2025-06-30

ASESORES FINANCIEROS COMUNITAR, founded in 2007, is a small nonprofit in the Community Improvement sector that reported $534K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

PROVIDE SERVICES AND SOLUTIONS THAT CONTRIBUTE TO THE SOUND ADMINISTRA TION AND SUSTAINABILITY OF NON PROFIT ORGANIZATIONS

Program Service Accomplishments

Program 1

Expenses: $178,768

EDUCATIONAL TRAINING PROGRAM TRAINING IS PROVIDED TRHOUGH WORKSHOPS

Program 2

Expenses: $194,442

CONSULTING PROGRAM THE CONSULTING PROGRAM OF THE SERVICE MODEL IS

Program 3

Expenses: $25,508

ASESORES FINANCIEROS UNIVERSITARIOS AFU PROVIDES BUSINESS

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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 $391,395

Program Service Revenue $105,498

Investment Income $430

Other Revenue $36,750

TOTAL REVENUE $534,073

Expense Breakdown

Grants Paid $0

Salaries & Benefits $276,990

Fundraising Expenses $39,171

Program Expenses $398,718

Other Expenses $280,818

TOTAL EXPENSES $557,808

Year-over-Year Comparison

	2024	2023	Change
Revenue	$534,073	$573,823	-0.1%
Expenses	$557,808	$536,348	+0.0%
Net Income	$-23,735	$37,475	-1.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AGNES SUAREZ	PRESIDENT	10	Director	$0	$0	$0
ASTRID NAVARRO	VICE PRESIDENT	2	Director	$0	$0	$0
ROSANA LOPEZ	TREASURER	3	Director	$0	$0	$0
ANA MATILDE	SUB-TREASURER	5	Director	$0	$0	$0
CLAUDIA MOTTA	SECRETARY	2	Director	$0	$0	$0
ISABEL ROSA	SUB-SECRETARY	2	Director	$0	$0	$0
ORLANDO VAZQUE	DIRECTOR	2	Director	$0	$0	$0
AIDA RIVERA	EXECUTIVE DIRE	40	Director	$0	$0	$0
MIRIAM QUINTER	DIRECTOR	2	Director	$0	$0	$0
JORGE MEJIA	DIRECTOR	1	Director	$0	$0	$0
NILDA OLMEDA	DIRECTOR	1	Director	$0	$0	$0
NILDA OLMEDA	DIRECTOR	1	Director	$0	$0	$0
DAVID RODRIGUE	DIRECTOR	2	Director	$0	$0	$0
LIZZIE PEREZ	DIRECTOR	1	Director	$0	$0	$0
KARINA JOVE	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	$534,073	$557,808	$273,538	$-23,735
2024	No data	No data	No data	No data
2023	$275,461	$425,008	$232,725	$-149,547
2022	$322,607	$420,929	$385,116	$-98,322
2021	$546,843	$495,017	$434,065	$51,826