ESPERANZA CHARITABLE FUND (EIN 752990530) - 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

Principal Officer

CARRIE THOMPSON

Phone

4804243400

Tax Period

2023-01-01 to 2023-12-31

ESPERANZA CHARITABLE FUND, founded in 2002, is a community nonprofit in the Religion sector that reported $6.6M in total revenue in fiscal year 2023. Revenue fell 61% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $4.8M, a strong 73% operating margin.

Mission

PROVIDE SUPPORT AND BENEFITS TO THE CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS BY PROVIDING GRANTS FOR ASSISTANCE.

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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 $5,461,763

Program Service Revenue $0

Investment Income $1,168,127

Other Revenue $624

TOTAL REVENUE $6,630,514

Expense Breakdown

Grants Paid $1,730,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,730,700

Other Expenses $56,521

TOTAL EXPENSES $1,787,221

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,630,514	$17,097,893	-0.6%
Expenses	$1,787,221	$1,207,942	+0.5%
Net Income	$4,843,293	$15,889,951	-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	Role	Reportable Comp	Other Comp	Total
CARRIE THOMPSON	TRUSTEE, MANAGING	1.00	Director	$0	$0	$0
DOUGLAS MARTIN	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES DENNIS BARNEY	TRUSTEE	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	$6,630,514	$1,787,221	$37,359,145	$4,843,293
2022	$17,097,893	$1,207,942	$32,515,852	$15,889,951
2021	$4,173,341	$2,181,989	$17,706,761	$1,991,352
2020	$3,462,663	$3,069,161	$15,523,686	$393,502
2019	$2,568,635	$1,635,725	$15,638,193	$932,910
2018	$776,918	$618,956	$14,705,283	$157,962

ESPERANZA CHARITABLE FUND