SOCIETY OF HISPANIC PROFESSIONAL ENGINEERS (EIN 721549994) - 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

2003

Legal Domicile

Principal Officer

SUZANNA VALDEZ WOLFE

Phone

3237253970

Tax Period

2024-07-01 to 2025-06-30

SOCIETY OF HISPANIC PROFESSIONAL ENGINEERS, founded in 2003, is a mid-sized nonprofit in the Education sector that reported $16.2M in total revenue in fiscal year 2024. Expenses of $15.7M left a modest 3% surplus.

Mission

SHPE CHANGES LIVES BY EMPOWERING THE HISPANIC COMMUNITY TO REALIZE ITS FULLEST POTENTIAL AND TO IMPACT THE WORLD THROUGH STEM AWARENESS, ACCESS, SUPPORT AND DEVELOPMENT.

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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 $3,247,166

Program Service Revenue $12,611,745

Investment Income $358,814

Other Revenue $20,591

TOTAL REVENUE $16,238,316

Expense Breakdown

Grants Paid $1,309,077

Salaries & Benefits $4,434,044

Fundraising Expenses $759,458

Program Expenses $11,288,913

Other Expenses $9,990,692

TOTAL EXPENSES $15,733,813

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,238,316	$15,478,410	+0.0%
Expenses	$15,733,813	$16,572,041	-0.1%
Net Income	$504,503	$-1,093,631	-1.5%

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

100

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

$348,073

Total Directors

Key Employees

$663,374

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM DAVIS	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
MELANIE WEBER	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL WANGEN	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
ADRIAN DAVILA	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
STEPHANIE ADAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
NATALIE DAVILA-RENDON	BOARD MEMBER	1.00	Director	$0	$0	$0
JOAQUIN GAMBOA	BOARD MEMBER	1.00	Director	$0	$0	$0
ROGELIO MENDOZA	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREA RIVERA	BOARD MEMBER	1.00	Director	$0	$0	$0
CARISTA RAGAN	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN SANTOS	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANA GOMEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
SUZANNA VALDEZ WOLFE	CHIEF EXECUTIVE OFFICER	40.00	Officer	$286,000	$62,073	$348,073
KIMBERLY DOUGLAS	CHIEF RESEARCH & IMPACT OFFICER	40.00	Key Emp	$184,486	$53,758	$238,244
RHONDA MCNEIL	CHIEF ADMINISTRATION OFFICER	40.00	Key Emp	$173,195	$47,116	$220,311
MONIQUE HERRERA	CHIEF EXTERNAL RELATIONS OFFICER	40.00	Key Emp	$172,122	$32,697	$204,819
ERNESTO FELIX	CHIEF OF STAFF	40.00	Highest	$134,266	$47,073	$181,339
NICOLE KNODERER	SENIOR DIRECTOR, EVENTS	40.00	Highest	$129,532	$27,788	$157,320
JOSUE SANDIGO	SENIOR DIRECTOR, IT	40.00	Highest	$122,721	$34,219	$156,940
ASHLEIGH TIERNEY	SENIOR DIRECTOR, RESEARCH & IMPACT	40.00	Highest	$110,858	$45,818	$156,676
MELISSA GONZALES	SENIOR DIRECTOR, EXTERNAL RELATIONS	40.00	Highest	$117,471	$44,778	$162,249

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	$16,238,316	$15,733,813	$9,630,690	$504,503
2024	$15,478,410	$16,572,041	$11,675,058	$-1,093,631
2023	$14,243,825	$14,139,940	$10,377,452	$103,885
2022	$11,894,639	$10,210,983	$8,652,087	$1,683,656
2021	$8,505,818	$6,918,749	$6,840,857	$1,587,069
2020	$9,183,755	$8,697,730	$4,967,316	$486,025
2019	$7,840,821	$7,679,808	$5,592,986	$161,013

SOCIETY OF HISPANIC PROFESSIONAL ENGINEERS