PLATFORM FOR SOCIAL IMPACT INC

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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

2020

Legal Domicile

Principal Officer

EDUARDO CARRERA

Phone

7872684504

Tax Period

2024-07-01 to 2025-06-30

PLATFORM FOR SOCIAL IMPACT INC, founded in 2020, is a community nonprofit in the Community Improvement sector that reported $2.4M in total revenue in fiscal year 2024. Revenue fell 51% from the prior year — a significant decline worth monitoring. Expenses of $3.0M exceeded revenue, resulting in a 26% operating deficit.

Mission

RAISE CAPITAL TO SUPPORT A DIVERSE PORTFOLIO OF PROGRAMS, ORGANIZATIONS, AND IMPACT-FIRST BUSINESSES OFTEN LET OUT OF TRADITIONAL MARKETS, GENERATE ECONOMIC VALUE WHILE BENEFITING UNDERSERVED COMMUNITIES AND CREATING OPPORTUNITIES FOR SOCIAL MOBILITY.

Program Service Accomplishments

Program 1

Expenses: $779,287

CAPITAL PROJECTS - IMPLEMENTATION AND MANAGEMENT OF VARIOUS PROJECTS AIMED AT IMPROVING INFRASTRUCTURE, FACILITIES, OR ASSETS WITHIN THE COMMUNITY. DEVELOP, INTERCONNECT, ASSEMBLE PROJECTS WITH...

CAPITAL PROJECTS - IMPLEMENTATION AND MANAGEMENT OF VARIOUS PROJECTS AIMED AT IMPROVING INFRASTRUCTURE, FACILITIES, OR ASSETS WITHIN THE COMMUNITY. DEVELOP, INTERCONNECT, ASSEMBLE PROJECTS WITH SPECIFIC OBJECTIVES, TIMELINES, AND BUDGETS, ALL DESIGNED TO ACHIEVE A COMMON GOAL.

Program 2

HEALTHCARE - PROVIDE SOCIALLY EQUITABLE, QUALITY HEALTH SERVICES TO UNDERSERVED COMMUNITIES TO IMPROVE HEALTH BY DEVELOPING FINANCIALLY VIABLE AND SUSTAINABLE HEALTH SERVICES INCLUDING PRIMARY...

HEALTHCARE - PROVIDE SOCIALLY EQUITABLE, QUALITY HEALTH SERVICES TO UNDERSERVED COMMUNITIES TO IMPROVE HEALTH BY DEVELOPING FINANCIALLY VIABLE AND SUSTAINABLE HEALTH SERVICES INCLUDING PRIMARY PREVENTIVE HEALTH, LABORATORY AND X-RAY SERVICES FOR UNDERSERVED, DENSELY POPULATED, WELL DEFINED GEOGRAPHIC AREAS.

Program 3

BUSINESS DEVELOPMENT - THE BUSINESS DEVELOPMENT EFFORTS OF PLATFORM FOR SOCIAL IMPACT, INC. (PSI) ENCOMPASS A WIDE RANGE OF INITIATIVES AIMED AT EXPANDING THE ORGANIZATION'S REACH AND IMPACT. THIS...

BUSINESS DEVELOPMENT - THE BUSINESS DEVELOPMENT EFFORTS OF PLATFORM FOR SOCIAL IMPACT, INC. (PSI) ENCOMPASS A WIDE RANGE OF INITIATIVES AIMED AT EXPANDING THE ORGANIZATION'S REACH AND IMPACT. THIS INCLUDES EXPLORING OPPORTUNITIES FOR STRATEGIC PARTNERSHIPS, SECURING FUNDING FROM DIVERSE SOURCES, AND DEVELOPING INNOVATIVE FINANCIAL INSTRUMENTS. PSI'S PURSUIT OF CATALYTIC CAPITAL IN PUERTO RICO IS TO DEMONSTRATE THE EXISTENCE OF AN UNTAPPED MARKET FOR IMPACT INVESTMENT IN THE REGION, WITH THE POTENTIAL TO GENERATE THE NECESSARY RESOURCES TO ENSURE THE LONG-TERM SUSTAINABILITY OF PSI'S INITIATIVES AND ECONOMIC MOBILITY FOR 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 $2,325,455

Program Service Revenue $0

Investment Income $49,614

Other Revenue $0

TOTAL REVENUE $2,375,069

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,532,186

Fundraising Expenses $452,502

Program Expenses $881,984

Other Expenses $1,459,283

TOTAL EXPENSES $2,991,469

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,375,069	$4,884,631	-0.5%
Expenses	$2,991,469	$3,950,378	-0.2%
Net Income	$-616,400	$934,253	-1.7%

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

$150,000

Total Directors

Key Employees

$402,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDUARDO CARRERA	CEO	40.00	Key Emp	$221,000	$0	$221,000
HERIBERTO TORRES	CFO	40.00	Key Emp	$181,000	$0	$181,000
CAMILA RIVERO	COO	40.00	Officer	$150,000	$0	$150,000
BERTIL CHAPPUIS	BOARD OF DIR	N/A	Officer	$0	$0	$0
RAFAEL SOMOZA	BOARD OF DIR	N/A	Officer	$0	$0	$0
MONICA DE LA TORRE	BOARD OF DIR	N/A	Officer	$0	$0	$0
RAFAEL VELEZ	BOARD OF DIR	N/A	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
2025	$2,375,069	$2,991,469	$6,470,509	$-616,400
2024	No data	No data	No data	No data
2023	$10,882,833	$2,574,288	$10,076,675	$8,308,545