ALEGRIA FOUNDATION (EIN 760785133) - 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

Principal Officer

JULIE BOYD

Phone

5624399322

Tax Period

2023-01-01 to 2023-12-31

ALEGRIA FOUNDATION is a micro nonprofit in the Human Services sector that reported $58K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $20K, a strong 34% operating margin.

Mission

TO HELP PROVIDE SERVICES FOR UNDERPRIVILIDGED CHILDREN

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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 $15,300

Program Service Revenue $0

Investment Income $42,699

Other Revenue $0

TOTAL REVENUE $57,999

Expense Breakdown

Grants Paid $37,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,500

Other Expenses $700

TOTAL EXPENSES $38,200

Year-over-Year Comparison

	2023	2022	Change
Revenue	$57,999	$66,903	-0.1%
Expenses	$38,200	$28,475	+0.3%
Net Income	$19,799	$38,428	-0.5%

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
JULIE BOYD	PRESIDENT	N/A	Officer	$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
2023	$57,999	$38,200	$1,154,213	$19,799
2022	$66,903	$28,475	$1,134,414	$38,428
2021	$151,054	$38,225	$1,095,986	$112,829
2020	$42,953	$59,160	$983,157	$-16,207
2019	$28,500	$298,760	$999,364	$-270,260
2018	$25,900	$50,912	$1,269,624	$-25,012

ALEGRIA FOUNDATION