SAN MIGUEL COMMUNITY FOUNDATION (EIN 741869975) - 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

1976

Legal Domicile

Principal Officer

BEN ZION PTASHNIK

Phone

4151527447

Tax Period

2024-01-01 to 2024-12-31

SAN MIGUEL COMMUNITY FOUNDATION, founded in 1976, is a community nonprofit in the Human Services sector that reported $1.6M in total revenue in fiscal year 2024. The organization ran a surplus of $433K, a strong 28% operating margin.

Mission

SAN MIGUEL COMMUNITY FOUNDATION (SMCF) GRANTS CHARITABLE FUNDS FOR THE BENEFIT OF SAN MIGUEL DE ALLENDE'S MOST NEEDY NON-PROFIT MEXICAN CHARITIES. OVER 47 CHARITIES WERE GIVEN GRANTS ALMOST ALL WITH MEXICAN ASSOCIATION. WE PASSTHROUGH DONATIONS FOR CIVIL ASSOCIATIONS IN MEXICO WITH A CHARGE FEE OF 5%. THANK YOU TO AN ENDOWMENT FUND DONATED FROM TOM MCMULLIN SINCE 2002 WE ARE ABLE TO GIVE GRANTS TO THE CIVIL ASSOCIATIONS UNDER SPECIFIC PROJECTS.

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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 $953,910

Program Service Revenue $0

Investment Income $604,796

Other Revenue $0

TOTAL REVENUE $1,558,706

Expense Breakdown

Grants Paid $911,448

Salaries & Benefits $44,173

Fundraising Expenses $35,190

Program Expenses $941,520

Other Expenses $170,336

TOTAL EXPENSES $1,125,957

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,558,706	$1,591,167	0.0%
Expenses	$1,125,957	$838,764	+0.3%
Net Income	$432,749	$752,403	-0.4%

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

N/A

Volunteers

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
ROMINA ROSARIO ALVEAR	PRESIDENT	4.00	Director	$0	$0	$0
ENRIQUE RAMIREZ CORONA	CHAIRMAN	4.00	Director	$0	$0	$0
WILLIAM JOSEPH DUVAL	DIRECTOR	4.00	Director	$0	$0	$0
BEN ZION PTASHNIK	TREASURER	4.00	Director	$0	$0	$0
JEFF SPEARS	SECRETARY	4.00	Director	$0	$0	$0
ADDIE CORAL ROMERO	FORMER TREAS	4.00	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	$1,558,706	$1,125,957	$11,634,730	$432,749
2023	$1,591,167	$838,764	$8,035,909	$752,403
2023	$1,895,757	$869,531	$8,255,747	$1,026,226
2022	$602,169	$568,230	$5,975,213	$33,939
2021	$2,748,373	$662,079	$6,393,169	$2,086,294
2020	$837,845	$893,882	$4,077,415	$-56,037
2019	$1,120,478	$778,717	$4,111,649	$341,761
2018	$768,220	$697,099	$3,713,584	$71,121

SAN MIGUEL COMMUNITY FOUNDATION