OUR LADY OF SORROWS SCHOOL ENDOWMENT FUND INC (EIN 742358807) - 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

1984

Legal Domicile

Principal Officer

ROCIO MORENO

Phone

9566863651

Tax Period

2023-01-01 to 2023-12-31

OUR LADY OF SORROWS SCHOOL ENDOWMENT FUND INC, founded in 1984, is a small nonprofit that reported $268K in total revenue in fiscal year 2023. Revenue surged 985% from the prior year, signaling strong growth momentum. The organization ran a surplus of $66K, a strong 25% operating margin.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS RAISING MONEY TO PROVIDE GRANTS TO THE OLS SCHOOL.

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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 (2023)

Revenue Breakdown

Contributions & Grants $201,591

Program Service Revenue $0

Investment Income $66,220

Other Revenue $0

TOTAL REVENUE $267,811

Expense Breakdown

Grants Paid $201,591

Salaries & Benefits $0

Fundraising Expenses $80

Program Expenses $201,591

Other Expenses $80

TOTAL EXPENSES $201,671

Year-over-Year Comparison

	2023	2022	Change
Revenue	$267,811	$24,680	+9.9%
Expenses	$201,671	$80	+2519.9%
Net Income	$66,140	$24,600	+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

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
LUZ LONG	BOOKKEEPER	1.00	Director	$0	$0	$0
GUSTAVO BARRERA	PASTOR	1.00	Director	$0	$0	$0
RENE ANZALDUA	PRESIDENT	1.00	Director	$0	$0	$0
THOMAS GONZALEZ	VICE PRESIDENT	1.00	Director	$0	$0	$0
SANDY ORTIZ	MEMBER	1.00	Director	$0	$0	$0
MERCEDES BETANCOURT	MEMBER	1.00	Director	$0	$0	$0
ROCIO MORENO	SECRETARY	1.00	Director	$0	$0	$0
ISRAEL MARTINEZ JR	PRINCIPAL	1.00	Director	$0	$0	$0
ERICA GONZALEZ	ASSISTANT PRINCIPAL	1.00	Director	$0	$0	$0
CHRISTOPHER DYER	MEMBER	1.00	Director	$0	$0	$0
DR VELMA MENCHACA	MEMBER	1.00	Director	$0	$0	$0
MARIO LUIS GUERRA	MEMBER	1.00	Director	$0	$0	$0
JESUS BARBA	MEMBER	1.00	Director	$0	$0	$0
REBECCA GEARHART	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
2024	No data	No data	No data	No data
2023	$267,811	$201,671	$1,848,544	$66,140
2022	$166,512	$141,912	$1,782,404	$24,600
2022	$24,680	$80	$1,782,404	$24,600
2021	$9,425	$80	$1,757,804	$9,345
2020	$12,708	$26,228	$1,748,459	$-13,520
2019	$55,071	$80	$1,761,979	$54,991
2018	$20,616	$80	$1,706,988	$20,536

OUR LADY OF SORROWS SCHOOL ENDOWMENT FUND INC