MARGARITA MUNIZ ACADEMY FOUNDATION INC (EIN 800827704) - 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

DANIA VAZQUEZ

Phone

6174706907

Tax Period

2023-07-01 to 2024-06-30

MARGARITA MUNIZ ACADEMY FOUNDATION INC is a small nonprofit in the Education sector that reported $627K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $96K, a strong 15% operating margin.

Mission

THE MARGARITA MUNIZ ACADEMY IS DEDICATED TO FULL CULTURAL AND LINGUISTIC FLUENCY IN SPANISH AND ENGLISH FOR ALL OUR STUDENTS. THROUGH DEEP PARTNERSHIPS WITH OUR FAMILIES AND COMMUNITY, WE PREPARE STUDENTS FOR HIGHER EDUCATION, CAREERS, AND CIVIC LEADERSHIP.

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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 $626,959

Program Service Revenue $0

Investment Income $160

Other Revenue $0

TOTAL REVENUE $627,119

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11

Fundraising Expenses $5,023

Program Expenses $464,816

Other Expenses $530,960

TOTAL EXPENSES $530,971

Year-over-Year Comparison

	2023	2022	Change
Revenue	$627,119	$747,134	-0.2%
Expenses	$530,971	$700,318	-0.2%
Net Income	$96,148	$46,816	+1.1%

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
BEATRICE ABASCAL	DIRECTOR	N/A	Director	$0	$0	$0
JENNIFER ALTAVILLA-GIORDANO	DIRECTOR	N/A	Director	$0	$0	$0
DELIA ARELLANO-WEDDLETON	PRESIDENT	N/A	Officer Director	$0	$0	$0
NICHOLE BARROS	DIRECTOR	N/A	Director	$0	$0	$0
ANGELICA BRISK	DIRECTOR	N/A	Director	$0	$0	$0
ERICA CASTRO	DIRECTOR	N/A	Director	$0	$0	$0
JORGE FOURNIER	TREASURER	N/A	Officer Director	$0	$0	$0
ANDRES HOFFMAN	DIRECTOR	N/A	Director	$0	$0	$0
MABELYN LOPEZ	DIRECTOR	N/A	Director	$0	$0	$0
WILFREDO MIGUEZ	CLERK	N/A	Officer Director	$0	$0	$0
ZAIDA ISMATUL OLIVA	DIRECTOR	N/A	Director	$0	$0	$0
MAYA RAO	DIRECTOR	N/A	Director	$0	$0	$0
CECILIA SORIANO	DIRECTOR	N/A	Director	$0	$0	$0
ELKE TRILLA	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
DANIA VAZQUEZ	HEAD OF SCHO	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
2025	No data	No data	No data	No data
2024	$627,119	$530,971	$782,570	$96,148
2024	$476,048	$507,253	$838,392	$-31,205
2023	$747,134	$700,318	$778,507	$46,816
2023	$897,033	$677,551	$965,037	$219,482
2022	$493,040	$322,978	$844,612	$170,062
2021	$259,013	$157,437	$393,614	$101,576
2020	$278,312	$335,102	$304,158	$-56,790
2019	$191,693	$342,574	$347,828	$-150,881

MARGARITA MUNIZ ACADEMY FOUNDATION INC