SOCIAL HOLDING FOUNDATION CORPORATION (EIN 660919823) - 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

2019

Legal Domicile

Principal Officer

HERIBERTO TORRES CORTES

Phone

7877284040

Tax Period

2023-07-01 to 2024-06-30

SOCIAL HOLDING FOUNDATION CORPORATION, founded in 2019, is a community nonprofit in the Youth Development sector that reported $4.5M in total revenue in fiscal year 2024. The organization ran a surplus of $4.3M, a strong 96% operating margin.

Mission

TO ENSURE THE SUSTAINABIITY AND BUILDING CAPACITY OF THE AFFILIATED ORGANIZATIONS WORKING ON REDUCING CHILD POVERTY IN PUERTO RICO TO BRING TOGETHER INDIVIDUALS, GOVERNMENT, FOUNDATIONS, AND BUSINESSES TO BUILD A BETTER AND MORE EQUITABLE PUERTO RICO AND ACT AS AN INCUBATOR FOR COMMUNITY INVESTMENT THAT MOBILIZES RESOURCES AND ACTS AS CATALYST FOR CHANGE TO BUILD OPPORTUNITIES FOR NEEDED CHILDREN AND FAMILIES.

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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 $4,450,000

Program Service Revenue $0

Investment Income $54,356

Other Revenue $0

TOTAL REVENUE $4,504,356

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $200,000

Other Expenses $200,000

TOTAL EXPENSES $200,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,504,356	N/A	N/A
Expenses	$200,000	N/A	N/A
Net Income	$4,304,356	N/A	N/A

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
OLGA RAMOS	CO-DIRECTOR I	1.00	Officer Director	$0	$0	$0
MANUEL JOGLAR	CO-DIRECTOR II	1.00	Officer Director	$0	$0	$0
HERIBERTO TORRES	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JEFFREY MONGE	SECRETARY	1.00	Officer Director	$0	$0	$0
CESAR ORTIZ	TREASURER	1.00	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	No data	No data	No data	No data
2024	$4,504,356	$200,000	$10,012,760	$4,304,356
2024	$4,504,356	$200,000	$10,012,760	$4,304,356

SOCIAL HOLDING FOUNDATION CORPORATION