University of Puerto Rico Foundation Inc (EIN 660877611) - 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

2017

Legal Domicile

Principal Officer

Ing Alba Colon

Phone

4072180095

Tax Period

2024-07-01 to 2025-06-30

University of Puerto Rico Foundation Inc, founded in 2017, is a small nonprofit in the Education sector that reported $445K in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $83K, a strong 19% operating margin.

Mission

The University of Puerto Rico Foundation is a non-partisan non-profit organization that facilitates philanthrophic contributions and support to benefit the University of Puerto Rico systems campuses students and faculty.

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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 $444,511

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $444,511

Expense Breakdown

Grants Paid $327,536

Salaries & Benefits $0

Fundraising Expenses $19,931

Program Expenses $327,536

Other Expenses $34,147

TOTAL EXPENSES $361,683

Year-over-Year Comparison

	2024	2023	Change
Revenue	$444,511	$558,039	-0.2%
Expenses	$361,683	$505,850	-0.3%
Net Income	$82,828	$52,189	+0.6%

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

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
ING ALBA COLON	PRESIDENT	4.00	Officer	$0	$0	$0
HERMAN CESTERO	TREASURER	2.00	Officer	$0	$0	$0
MARGARITA MENDEZ	SECRETARY	20.00	Officer	$0	$0	$0
CPA RICARDO DALMAU	MEMBER	1.00	Director	$0	$0	$0
DRA ZAYIRA JORDAN	MEMBER	1.00	Director	$0	$0	$0
DRA LAURA ORTIZ	MEMBER	1.00	Director	$0	$0	$0
TERILYN SASTRE ESQ	MEMBER	1.00	Director	$0	$0	$0
DR FERNANDO COLON	MEMBER	1.00	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	$444,511	$361,683	$140,913	$82,828
2024	$558,039	$505,910	$58,085	$52,129
2023	$402,125	$655,095	$5,956	$-252,970
2022	$571,725	$813,069	$258,926	$-241,344
2021	$501,300	$1,030	$500,270	$500,270

University of Puerto Rico Foundation Inc