INSTITUTO DE COMPETITIVIDAD Y SOSTNIBILIDAD ECONOMICA DE PR (EIN 660847616) - 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

Principal Officer

JOSE E ROSSI

Tax Period

2023-01-01 to 2023-12-31

INSTITUTO DE COMPETITIVIDAD Y SOSTNIBILIDAD ECONOMICA DE PR is a small nonprofit in the Community Improvement sector that reported $350K in total revenue in fiscal year 2023. Revenue surged 105% from the prior year, signaling strong growth momentum.

Mission

TO CONDUCT EDUCATIONAL ACTIVITY UNDER SECTION 501C3 OF THE IRS AND PARTICIPATE IN ACTIVITIES AND ALLIANCES THAT FOSTER SOCIOECONOMIC WELL BEING IN PUERTO RICO

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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 (2023)

Revenue Breakdown

Contributions & Grants $280,177

Program Service Revenue $0

Investment Income $6,278

Other Revenue $63,075

TOTAL REVENUE $349,530

Expense Breakdown

Grants Paid $0

Salaries & Benefits $65,704

Fundraising Expenses $0

Program Expenses $347,459

Other Expenses $281,755

TOTAL EXPENSES $347,459

Year-over-Year Comparison

	2023	2022	Change
Revenue	$349,530	$170,626	+1.0%
Expenses	$347,459	$175,397	+1.0%
Net Income	$2,071	$-4,771	-1.4%

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

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
RAMON A SANCHE	PRESIDENT	10	Officer	$0	$0	$0
JOSE FERNANDEZ	DIRECTOR	10	Officer	$0	$0	$0
JUAN A LARREA	DIRECTOR	10	Officer	$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
2024	No data	No data	No data	No data
2023	$349,530	$347,459	$640,001	$2,071
2022	$170,626	$175,397	$228,944	$-4,771
2021	$103,662	$158,858	$2,298	$-55,196
2021	$307,871	$217,714	$298,433	$90,157

INSTITUTO DE COMPETITIVIDAD Y SOSTNIBILIDAD ECONOMICA DE PR