EUGENE L GARCIA CHARITABLE TRUST (EIN 746516415) - 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

2002

Legal Domicile

Phone

8003523705

Tax Period

2024-01-01 to 2024-12-31

EUGENE L GARCIA CHARITABLE TRUST, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $593K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $508K left a modest 14% surplus.

Mission

TO PROVIDE FINANCIAL SUPPORT FOR NEW MEXICO ORGANIZATIONS AS DESIGNATED

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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 $0

Program Service Revenue $0

Investment Income $592,939

Other Revenue $0

TOTAL REVENUE $592,939

Expense Breakdown

Grants Paid $394,612

Salaries & Benefits $100,095

Fundraising Expenses $0

Program Expenses $421,361

Other Expenses $12,842

TOTAL EXPENSES $507,549

Year-over-Year Comparison

	2024	2023	Change
Revenue	$592,939	$749,599	-0.2%
Expenses	$507,549	$503,018	+0.0%
Net Income	$85,390	$246,581	-0.7%

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	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.0	$100,095	$0	$100,095
N/A	CO-TRUSTEE	1.0	$0	$0	$0
N/A	CO-TRUSTEE	1.0	$0	$0	$0
N/A	CO-TRUSTEE	1.0	$0	$0	$0
N/A	CO-TRUSTEE	1.0	$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	No data	No data	No data	No data
2024	$592,939	$507,549	$9,511,745	$85,390
2023	$749,599	$503,018	$9,423,900	$246,581
2022	$439,655	$511,947	$9,178,949	$-72,292
2021	$1,246,888	$528,149	$9,266,415	$718,739
2020	$578,841	$267,331	$8,551,155	$311,510
2019	$368,154	$313,049	$8,243,147	$55,105
2018	$303,798	$307,780	$8,185,884	$-3,982

EUGENE L GARCIA CHARITABLE TRUST