Fresno Area Hispanic Foundation (EIN 753129705) - 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

Dora Westerlund

Phone

5592228705

Tax Period

2023-01-01 to 2023-12-31

Fresno Area Hispanic Foundation, founded in 2002, is a community nonprofit in the Community Improvement sector that reported $6.7M in total revenue in fiscal year 2023. Revenue surged 109% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.6M, a strong 39% operating margin.

Mission

To promote education and self-sufficiency through economic development that strengthens our community.

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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 $6,595,120

Program Service Revenue $0

Investment Income $121,675

Other Revenue $-41,376

TOTAL REVENUE $6,675,419

Expense Breakdown

Grants Paid $1,734,949

Salaries & Benefits $1,301,414

Fundraising Expenses $185,462

Program Expenses $3,514,126

Other Expenses $1,021,477

TOTAL EXPENSES $4,057,840

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,675,419	$3,201,174	+1.1%
Expenses	$4,057,840	$1,996,709	+1.0%
Net Income	$2,617,579	$1,204,465	+1.2%

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

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

$358,315

Total Directors

$230,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dora Westerlund	President & CEO	50.00	Officer Director	$230,200	$0	$230,200
Yerania Olivares	COO	50.00	Officer	$128,115	$0	$128,115
Ricardo Flores	Director	1.00	Director	$0	$0	$0
Roberto Perez	Treasurer	1.00	Officer Director	$0	$0	$0
Jacqueline Rios	Director	1.00	Director	$0	$0	$0
Sandra Vicente	Director	1.00	Director	$0	$0	$0
Gaston Cignetti	Director	1.00	Director	$0	$0	$0
Raquel Rodriguez	Director	1.00	Director	$0	$0	$0
Antonio Valtierra	Director	1.00	Director	$0	$0	$0
Victor Olivares	Vice-Chair	1.00	Officer Director	$0	$0	$0
Gerardo Hernandez	Chairman	1.00	Officer Director	$0	$0	$0
Porfirio Rios	Director	1.00	Director	$0	$0	$0
Jacqueline Lyday	Secretary	1.00	Officer Director	$0	$0	$0
Naomi Hernandez	Director	1.00	Director	$0	$0	$0
Roy Salazar	Director	1.00	Director	$0	$0	$0
Nolberto Felix	Director	1.00	Director	$0	$0	$0
Edgar Perez	Director	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	$6,675,419	$4,057,840	$11,487,477	$2,617,579
2022	$3,201,174	$1,996,709	$8,855,485	$1,204,465
2021	$3,036,876	$1,354,584	$5,658,558	$1,682,292
2020	$3,115,986	$3,092,468	$3,648,851	$23,518
2019	$934,399	$610,528	$3,458,478	$323,871
2018	$726,848	$756,397	$3,512,593	$-29,549

Fresno Area Hispanic Foundation