Mexican Heritage Society of Port Arthur Inc (EIN 760256272) - 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

1987

Legal Domicile

Principal Officer

ZULEMA ESCOBEDO

Phone

4095043791

Tax Period

2024-01-01 to 2024-12-31

Mexican Heritage Society of Port Arthur Inc, founded in 1987, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $41K in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $63K exceeded revenue, resulting in a 55% operating deficit.

Mission

To promote Mexican Culture through an annual Mexican Fiesta, and to participate in other events in the community which foster the positive recognition of the customs,

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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 $40,523

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $40,523

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $62,825

Other Expenses $62,825

TOTAL EXPENSES $62,825

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,523	$50,855	-0.2%
Expenses	$62,825	$33,911	+0.9%
Net Income	$-22,302	$16,944	-2.3%

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

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
ZULEMA ESCOBEDO	President	6.00	Officer Director	$0	$0	$0
Victor Olguin	1st Vice President	2.00	Officer Director	$0	$0	$0
MIA ORTIZ	2nd Vice President	2.00	Officer Director	$0	$0	$0
EDITH VALENCIA	Treasurer	10.00	Officer Director	$0	$0	$0
VERONICA BERMUDEZ	Recording Secretary	2.00	Officer Director	$0	$0	$0
LUPITA OLGUIN	CORRESPONDING SECRETARY	2.00	Officer 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	$40,523	$62,825	No data	$-22,302
2023	$50,855	$33,911	No data	$16,944
2022	$34,960	$25,405	No data	$9,555
2021	$17,976	$16,870	No data	$1,106
2020	$3,487	$15,062	No data	$-11,575
2019	$42,929	$28,831	No data	$14,098
2018	$28,676	$12,368	$6,944	$16,308

Mexican Heritage Society of Port Arthur Inc