Adelante Story Foundation

EIN: 834009574 501(c)(3) Philanthropy & Grantmaking

Phoenix, AZ

Total Revenue
$70,063
Total Expenses
$72,784
Total Assets
$8,329
Net Assets
$1,829
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
AZ
Principal Officer
DANIEL CARRIZOSA
Phone
4803267923
Tax Period
2020-01-01 to 2020-12-31

Adelante Story Foundation, founded in 2019, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $70K in total revenue in fiscal year 2020.

Mission

Engage with and impact partner communities through inspirationdriven causes to create positive outcomes for educationalcharitable purposes

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $65,887
Program Service Revenue $5,263
Investment Income $0
Other Revenue $-1,087
TOTAL REVENUE $70,063

Expense Breakdown

Grants Paid $11,594
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $12,806
Other Expenses $61,190
TOTAL EXPENSES $72,784

Year-over-Year Comparison

2020 2019 Change
Revenue $70,063 N/A N/A
Expenses $72,784 N/A N/A
Net Income $-2,721 N/A N/A
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

Sign In

Governance

Voting Members
2
Independent Members
2
Employees
N/A
Volunteers
15

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
1
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DANIEL CARRIZOSA President 15.00
Officer Director
$0 $0 $0
RAYMOND VIZZERRA Director 5.000
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
2020 $70,063 $72,784 $8,329 $-2,721
Explore More Nonprofits
→Top 100 Nonprofits in Arizona →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare Adelante Story Foundation with other nonprofits in Arizona and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.