PUEBLO HISPANIC EDUCATION FOUNDATION (EIN 742498914) - 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

1988

Legal Domicile

Principal Officer

JANELLE QUICK

Phone

7193205596

Tax Period

2023-01-01 to 2023-12-31

PUEBLO HISPANIC EDUCATION FOUNDATION, founded in 1988, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2023. The organization ran a surplus of $419K, a strong 38% operating margin.

Mission

Provides scholarships for higher education

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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 $1,104,930

Program Service Revenue $0

Investment Income $4,226

Other Revenue $-3,603

TOTAL REVENUE $1,105,553

Expense Breakdown

Grants Paid $528,087

Salaries & Benefits $67,341

Fundraising Expenses $0

Program Expenses $548,015

Other Expenses $91,527

TOTAL EXPENSES $686,955

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,105,553	$1,052,392	+0.1%
Expenses	$686,955	$1,007,110	-0.3%
Net Income	$418,598	$45,282	+8.2%

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

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

$57,650

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR DEREK LOPEZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
JACOBO VARELA	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JANELLE QUICK	CURRENT EXECUTIVE DIRECTOR	40.00	Key Emp	$57,650	$0	$57,650
RICH KWESSEL	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA GARCIA-PAYNE	BOARD MEMBER	1.00	Director	$0	$0	$0
JUAN DIOSDADO	TREASURER	1.00	Officer Director	$0	$0	$0
PAM WINSTON	SECRETARY	1.00	Officer Director	$0	$0	$0
DR DAVID SISNEROS	BOARD MEMBER	1.00	Director	$0	$0	$0
FELIPE GARCIA JR	BOARD MEMBER	1.00	Director	$0	$0	$0
GABRIEL LUCERO	BOARD 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
2024	No data	No data	No data	No data
2023	$1,105,553	$686,955	$1,088,519	$418,598
2022	$1,052,392	$1,007,110	$644,466	$45,282
2021	$784,246	$1,841,699	$614,334	$-1,057,453
2020	$2,017,567	$1,275,985	$1,669,081	$741,582
2019	$1,191,889	$851,514	$922,314	$340,375
2018	$761,752	$547,773	$576,437	$213,979
2017	$520,532	$319,748	$368,657	$200,784

PUEBLO HISPANIC EDUCATION FOUNDATION