CATALINO TAPIA SCHOLARSHIP FOUNDAT… - Form 990 Financial Data

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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

CATALINO TAPIA

Phone

6506311200

Tax Period

2023-01-01 to 2023-12-31

CATALINO TAPIA SCHOLARSHIP FOUNDATION, founded in 2002, is a small nonprofit in the Education sector that reported $238K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $71K, a strong 30% operating margin.

Mission

TO PROMOTE HIGHER EDUCATION IN THE LARGER SAN FRANCISCO BAY AREA. THE ORGANIZATION CONDUCTS PUBLIC DISCUSSIONS AND GROUP FORUMS AND PROVIDES SCHOLARSHIPS TO ENCOURAGE STUDENTS TO CONTINUE STRIVING FOR THEIR EDUCATIONAL GOALS. OUR GOALS INCLUDE INSTILLING IN OUR SCHOLARSHIP RECIPIENTS A SENSE OF PRIDE AND THE SPIRIT TO GIVE BACK TO THEIR SUPPORTIVE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $86,825 Revenue: $239,501

THE FOUNDATION PLANS ON AWARDING AT LEAST TEN SCHOLARSHIPS PER ACADEMIC YEAR AND TWO SPECIAL SCHOLARSHIPS TO DESERVING STUDENTS WHOM ARE ACADEMICS STANDOUTS AND WHO VALUE AND ARE COMMITTED TO...

THE FOUNDATION PLANS ON AWARDING AT LEAST TEN SCHOLARSHIPS PER ACADEMIC YEAR AND TWO SPECIAL SCHOLARSHIPS TO DESERVING STUDENTS WHOM ARE ACADEMICS STANDOUTS AND WHO VALUE AND ARE COMMITTED TO COMMUNITY SERVICE.

Program 2

CONDUCTING PUBLIC DISCUSSIONS, GROUPS, FORUMS, PANELS, LECTURERS, AND WORKSHOPS ON PURSUING A HIGHER EDUCATION.

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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 $239,501

Program Service Revenue $0

Investment Income $-1,792

Other Revenue $0

TOTAL REVENUE $237,709

Expense Breakdown

Grants Paid $77,275

Salaries & Benefits $62,690

Fundraising Expenses $0

Program Expenses $86,825

Other Expenses $27,093

TOTAL EXPENSES $167,058

Year-over-Year Comparison

	2023	2022	Change
Revenue	$237,709	$192,732	+0.2%
Expenses	$167,058	$113,476	+0.5%
Net Income	$70,651	$79,256	-0.1%

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

N/A

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
CATALINO TAPIA	DIRECTOR	5.00	Director	$0	$0	$0
PERLA RODRIGUEZ	PRESIDENT	5.00	Officer	$0	$0	$0
LORENA MORALES-ELLIS	VICE PRESIDENT	5.00	Officer	$0	$0	$0
MARVIN LOPEZ	VICE PRESIDENT	5.00	Officer	$0	$0	$0
ALEXANDRA CESPEDES KENT	SECRETARY	5.00	Officer	$0	$0	$0
SANDRA BUENROSTRO	TREASURER	5.00	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
2024	No data	No data	No data	No data
2023	$237,709	$167,058	$588,684	$70,651
2022	$192,732	$113,476	$527,407	$79,256
2021	$202,360	$107,617	$439,013	$94,743
2020	$144,026	$123,754	$307,253	$20,272
2019	$143,989	$155,528	$287,012	$-11,539
2018	$137,146	$150,097	$285,288	$-12,951

CATALINO TAPIA SCHOLARSHIP FOUNDATION