Munoz Family Scholarship (EIN 812033181) - 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

2020

Legal Domicile

Principal Officer

Michael A Allen

Phone

6197775555

Tax Period

2023-01-01 to 2023-12-31

Munoz Family Scholarship, founded in 2020, is a small nonprofit in the Education sector that reported $453K in total revenue in fiscal year 2023. The organization ran a surplus of $437K, a strong 96% operating margin.

Mission

The purpose of this corporation is to provide educational services, scholarships and enhance the awareness of diversity in our communi1y. Our objective is to provide funding and educational assistance for students entering a 4-year college or university. We want to encourage opportunities for individuals to realize their full potential and build a supportive collegial relationship. The Foundation will develop, transmit, and utilize knowledge in order to provide access to quality education for diverse groups of students, educate leaders for the nation, and prepare them for valuable citizenship for lifelong learning in a global society.

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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 $400,730

Program Service Revenue $8,146

Investment Income $44,594

Other Revenue $0

TOTAL REVENUE $453,470

Expense Breakdown

Grants Paid $13,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,842

Other Expenses $3,897

TOTAL EXPENSES $16,897

Year-over-Year Comparison

	2023	2022	Change
Revenue	$453,470	N/A	N/A
Expenses	$16,897	N/A	N/A
Net Income	$436,573	N/A	N/A

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
Michael A Allen	President	5.00	Officer	$0	$0	$0
Frederica Bucca	Secretary	5.00	Officer	$0	$0	$0
Rosalio Munoz	Treasurer	5.00	Officer	$0	$0	$0
Pedro Munoz	Member	1.00	Officer	$0	$0	$0
Viola Munoz	Member	1.00	Officer	$0	$0	$0
Quincey Penn	Member	1.00	Officer	$0	$0	$0
Brian Levett	Member	1.00	Officer	$0	$0	$0
Nichoelle Fiamalua	Member	1.00	Officer	$0	$0	$0
Katelyn Griffith	Member	1.00	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
2023	$453,470	$16,897	$436,573	$436,573

Munoz Family Scholarship