CONNECTIVE (EIN 843567749) - 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

2019

Legal Domicile

Principal Officer

CARA BAEZ

Phone

7133332200

Tax Period

2023-01-01 to 2023-12-31

CONNECTIVE, founded in 2019, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.8M in total revenue in fiscal year 2023. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 44% operating margin.

Mission

WE TRANSFORM SOCIAL SERVICES INTO A MORE CONNECTED, EMPATHETIC AND ACCESSIBLE SYSTEM.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $2,319,879

Program Service Revenue $433,447

Investment Income $13,775

Other Revenue $568

TOTAL REVENUE $2,767,669

Expense Breakdown

Grants Paid $30,615

Salaries & Benefits $1,160,210

Fundraising Expenses $72,800

Program Expenses $1,296,407

Other Expenses $365,924

TOTAL EXPENSES $1,556,749

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,767,669	$1,758,384	+0.6%
Expenses	$1,556,749	$2,231,263	-0.3%
Net Income	$1,210,920	$-472,879	-3.6%

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

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

$570,923

Total Directors

$383,262

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYDIA HICKEY	SECRETARY/DIRECTOR	1.00	Officer Director	$0	$18,306	$127,355
MARTHA MACRIS	TREASURER/DIRECTOR	1.00	Officer Director	$0	$0	$0
MARIA AGUIRRE	DIRECTOR	1.00	Director	$0	$0	$0
CARA BAEZ	DIRECTOR	1.00	Director	$0	$0	$0
LAMECIA BUTLER	DIRECTOR	1.00	Director	$0	$0	$0
MANISH GUNDECHA	DIRECTOR	1.00	Director	$0	$0	$0
TRACI THIBODEAUX	DIRECTOR (THRU 1/30/2023)	1.00	Director	$0	$0	$0
DIANA ZARZUELO	CHAIR/DIRECTOR	1.00	Officer Director	$0	$33,775	$255,907
ELENA WHITE	EXECUTIVE DIRECTOR	40.00	Officer	$150,775	$36,886	$187,661
DYLAN MCNALLY	DIRECTOR OF PROGRAMS & OPERATIONS	40.00	Highest	$108,654	$17,277	$125,931
ELAINE MORALES DIAZ	SENIOR DIR., PARTNERSHIPS & POLICY	40.00	Highest	$106,666	$17,166	$123,832

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	$2,767,669	$1,556,749	$1,970,294	$1,210,920
2022	$1,758,384	$2,231,263	$816,451	$-472,879
2021	$2,534,416	$2,692,387	$1,281,261	$-157,971
2020	$2,168,122	$1,685,795	$1,595,108	$482,327
2019	$923,860	$51,915	$892,489	$871,945

CONNECTIVE