EL PUENTE HISPANO

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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

2017

Legal Domicile

Principal Officer

NATALIE MARLES

Phone

9803890615

Tax Period

2024-07-01 to 2025-06-30

EL PUENTE HISPANO, founded in 2017, is a small nonprofit in the Community Improvement sector that reported $254K in total revenue in fiscal year 2024. The organization ran a surplus of $57K, a strong 22% operating margin.

Mission

TO EDUCATE, EMPOWER, AND CELEBRATE THE HISPANIC COMMUNITY AS WE STRENGTHEN OUR CONNECTION SAND BONDS WITHIN CABARRUS COUNTY.

Program Service Accomplishments

Program 1

Expenses: $194,972 Revenue: $254,498

TO EDUCATE, EMPOWER, AND CELEBRATE THE HISPANIC COMMUNITY AS WE STRENGTHEN OUR CONNECTION SAND BONDS WITHIN CABARRUS COUNTY.

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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 $254,498

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $254,498

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,845

Fundraising Expenses $0

Program Expenses $194,972

Other Expenses $175,809

TOTAL EXPENSES $197,654

Year-over-Year Comparison

	2024	2023	Change
Revenue	$254,498	$258,658	0.0%
Expenses	$197,654	$159,136	+0.2%
Net Income	$56,844	$99,522	-0.4%

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

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

$20,293

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANDRA TORRES	EXECUTIVE DIRECTOR	45.00	Director	$20,293	$0	$20,293
NATALIE MARIES	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
STEVE STEINBACHER	VICE CHAIR	2.00	Officer Director	$0	$0	$0
BRIAN FLOYD	TREASURER	2.00	Officer Director	$0	$0	$0
NADIA LABOSSIERE	SECRETARY	2.00	Officer Director	$0	$0	$0
IRMA LIRA	BOARD MEMBER	2.00	Director	$0	$0	$0
KENNETH WINN	BOARD MEMBER	2.00	Director	$0	$0	$0
BETTY ANN ALICEA	BOARD MEMBER	2.00	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	$254,498	$197,654	$250,793	$56,844
2024	$258,658	$159,136	$99,522	$99,522
2021	$217,950	$162,853	$55,097	$55,097
2020	$58,680	$42,120	$16,560	$16,560