PUERTO RICAN AGENDA (EIN 822899478) - 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

2018

Legal Domicile

Principal Officer

Rafael Caro-Cotto

Phone

3126362006

Tax Period

2024-01-01 to 2024-12-31

PUERTO RICAN AGENDA, founded in 2018, is a small nonprofit in the Environment sector that reported $180K in total revenue in fiscal year 2024. Revenue surged 373% from the prior year, signaling strong growth momentum. The organization ran a surplus of $148K, a strong 82% operating margin.

Mission

To ensure the self-determination of Puerto Ricans in Chicago, throughout the diaspora, and in Puerto Rico through policy and advocacy.

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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 (2024)

Revenue Breakdown

Contributions & Grants $180,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $180,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,212

Other Expenses $31,857

TOTAL EXPENSES $31,857

Year-over-Year Comparison

	2024	2023	Change
Revenue	$180,000	$38,050	+3.7%
Expenses	$31,857	$65,746	-0.5%
Net Income	$148,143	$-27,696	-6.3%

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

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
Natasha Brown	Board member	3	Director	$0	$0	$0
Marisol Morales	Board member	3	Director	$0	$0	$0
Ada Lopez	Board member	3	Director	$0	$0	$0
Marta Cerda	Board member	3	Director	$0	$0	$0
Lisa Aponte Soto	Board member	3	Director	$0	$0	$0
Rafael Caro	Treasurer	5	Director	$0	$0	$0
Ralph Cintron	Board member	3	Director	$0	$0	$0
Emmanuel Davila	Board member	3	Director	$0	$0	$0
Eduardo Arocho	Board member	3	Director	$0	$0	$0
Mariana Osorai	Chair	5	Director	$0	$0	$0
Lissette Castaneda	Board member	3	Director	$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	$180,000	$31,857	$221,595	$148,143
2023	$38,050	$65,746	$73,452	$-27,696
2022	$39,436	$34,330	$104,891	$5,106

PUERTO RICAN AGENDA