INSTITUTO NUEVA ESCUELA

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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

2008

Legal Domicile

Principal Officer

RAUL APONTE HERNANDEZ

Phone

7877587766

Tax Period

2022-07-01 to 2023-06-30

INSTITUTO NUEVA ESCUELA, founded in 2008, is a community nonprofit in the Education sector that reported $8.6M in total revenue in fiscal year 2022. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

To accompany, train and serve communities in Puerto Rico through public Montessori education to develop prepared human beings that contribute to the common good.

Program Service Accomplishments

Program 1

Expenses: $7,728,303 Revenue: $8,617,113

CERTIFY TEACHERS ON THE MONTESSORI SYSTEM OF EDUCATION AND PROVIDE LEADERSHIP AND TECHNICAL ASSISTANCE TO PUBLIC SCHOOLS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $8,492,091

Program Service Revenue $125,022

Investment Income $0

Other Revenue $0

TOTAL REVENUE $8,617,113

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,380,038

Fundraising Expenses $0

Program Expenses $7,728,303

Other Expenses $2,050,849

TOTAL EXPENSES $9,430,887

Year-over-Year Comparison

	2022	2021	Change
Revenue	$8,617,113	$7,952,642	+0.1%
Expenses	$9,430,887	$7,948,756	+0.2%
Net Income	$-813,774	$3,886	-210.4%

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

438

Volunteers

613

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	Role	Reportable Comp	Other Comp	Total
RAUL APONTE HERNANDEZ	PRESIDENT	Officer Director	$0	$0	$0
MICHELLE CARLO ARRAIZA	SECRETARY	Officer Director	$0	$0	$0
CARLOS DEL RIO	VOCAL	Director	$0	$0	$0
SANDRA BORRES	VOCAL	Director	$0	$0	$0
JUAN PABLO GONZALEZ	VOCAL	Director	$0	$0	$0
JANICE PETROVICH	VOCAL	Director	$0	$0	$0
IVIS NEGRON	VOCAL	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$8,617,113	$9,430,887	$2,274,896	$-813,774
2022	$7,952,642	$7,948,756	$3,117,282	$3,886
2021	$8,465,266	$7,959,058	$3,075,578	$506,208
2020	$5,559,431	$5,556,076	$3,046,634	$3,355
2019	$6,576,349	$6,032,489	$2,427,572	$543,860
2018	$4,463,116	$4,746,111	$1,619,608	$-282,995