THE ANA GRACE PROJECT INC (EIN 822812451) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

NELBA MARQUEZ - GREENE

Phone

8778295500

Tax Period

2022-07-01 to 2023-06-30

THE ANA GRACE PROJECT INC, founded in 2017, is a small nonprofit in the Education sector that reported $154K in total revenue in fiscal year 2022. Revenue fell 58% from the prior year — a significant decline worth monitoring. Expenses of $176K exceeded revenue, resulting in a 14% operating deficit.

Mission

THE ANA GRACE PROJECT IS DEDICATED TO PROMOTING LOVE, COMMUNITY AND CONNECTION FOR EVERY CHILD AND FAMILY THROUGH THREE LEAD INITIATIVES: PARTNER SCHOOLS, PROFESSIONAL DEVELOPMENT, AND MUSIC AND ARTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $153,958

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $153,958

Expense Breakdown

Grants Paid $76,013

Salaries & Benefits $70,337

Fundraising Expenses $0

Program Expenses $175,850

Other Expenses $29,500

TOTAL EXPENSES $175,850

Year-over-Year Comparison

	2022	2021	Change
Revenue	$153,958	$368,196	-0.6%
Expenses	$175,850	$179,687	0.0%
Net Income	$-21,892	$188,509	-1.1%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

100

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

$65,000

Total Directors

$65,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE PERRY MD PHD	DIRECTOR	1.00	Officer Director	$0	$0	$0
ALICE FORRESTER PHD	CHAIR	1.00	Officer Director	$0	$0	$0
WILLIAM MODZELESKI	TREASURER	1.00	Officer Director	$0	$0	$0
TRACEY BUTLER	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMES GREENE	DIRECTOR	1.00	Officer Director	$0	$0	$0
NELBA MARQUEZ-GREENE	EXECUTIVE DIRECTOR	40.00	Officer Director	$65,000	$0	$65,000

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	$153,958	$175,850	$400,962	$-21,892
2022	$368,196	$179,687	$435,666	$188,509
2021	$193,170	$157,551	$232,854	$35,619
2020	$217,336	$150,344	$197,235	$66,992
2019	$230,227	$162,601	$130,243	$67,626

THE ANA GRACE PROJECT INC