INSIGNIA FOUNDATION INC (EIN 660768929) - 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

2011

Legal Domicile

Principal Officer

MILTON L CRUZ

Phone

7877826474

Tax Period

2025-01-01 to 2025-12-31

INSIGNIA FOUNDATION INC, founded in 2011, is a micro nonprofit in the Health Care sector that reported $98K in total revenue in fiscal year 2025. Revenue fell 20% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $75K, a strong 76% operating margin.

Mission

PROVIDE HEALTH EDUCATION AND CHARITABLE DONATIONS TO IMPROVE INDIVIDUAL SKILLS AND EDUCATION FOR COMMUNITY BENEFIT. IT WILL ALSO PROVIDE CHARITABLE DONATIONS TO INDIVIDUALS AND ORGANIZATIONS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $98,256

Other Revenue $0

TOTAL REVENUE $98,256

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $23,712

Other Expenses $23,712

TOTAL EXPENSES $23,712

Year-over-Year Comparison

	2025	2024	Change
Revenue	$98,256	$123,574	-0.2%
Expenses	$23,712	$11,882	+1.0%
Net Income	$74,544	$111,692	-0.3%

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

N/A

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
MILTON L CRUZ	PRESIDENT	N/A	Officer Director	$0	$0	$0
AILEEN E ROSSO	VICE PRESIDE	N/A	Officer 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	$98,256	$23,712	$1,507,372	$74,544
2024	$123,574	$11,882	$1,361,709	$111,692
2023	$21,814	$18,950	$1,202,442	$2,864
2022	$34,703	$18,223	$1,081,645	$16,480
2021	$24,180	$55,475	$1,269,548	$-31,295
2020	$330,598	$35,043	$1,240,597	$295,555

INSIGNIA FOUNDATION INC