EL REFUGIO (EIN 850311066) - 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

1983

Legal Domicile

Principal Officer

RACHEL SIERRA

Phone

5755382125

Tax Period

2024-07-01 to 2025-06-30

EL REFUGIO, founded in 1983, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $218K, a strong 17% operating margin.

Mission

EL REFUGIO INC EMPOWERS ALL PERSONS AFFECTED BY DOMESTIC AND SEXUAL VIOLENCE BY PROVIDING ADVOCACY EDUCATION AND SERVICES IN A SAFE AND SUPPORTIVE ENVIRONMENT.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $1,249,420

Program Service Revenue $0

Investment Income $6,372

Other Revenue $16,503

TOTAL REVENUE $1,272,295

Expense Breakdown

Grants Paid $0

Salaries & Benefits $786,155

Fundraising Expenses $0

Program Expenses $1,014,903

Other Expenses $268,366

TOTAL EXPENSES $1,054,521

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,272,295	$991,488	+0.3%
Expenses	$1,054,521	$1,036,152	+0.0%
Net Income	$217,774	$-44,664	-5.9%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHEL SIERRA	EXECUTIVE DIRECTOR	40.00		$90,086	$0	$90,086
RAUL VILLANUEVA	President	2.00	Officer Director	$0	$0	$0
DELLA ACOSTA	Vice President	2.00	Officer Director	$0	$0	$0
ANNA ARIZAGA	Secretary	2.00	Officer Director	$0	$0	$0
DR DAMON BULLOCK	Treasurer	2.00	Officer Director	$0	$0	$0
DOLORES CHARON	MEMBER	2.00	Director	$0	$0	$0
STEVEN GALLEGOS	MEMBER	2.00	Director	$0	$0	$0
MARGARET GOMEZ	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	$1,272,295	$1,054,521	$1,985,642	$217,774
2024	No data	No data	No data	No data
2023	$1,233,568	$1,203,001	$1,797,408	$30,567
2022	$1,170,887	$1,071,806	$1,785,811	$99,081
2021	$1,161,646	$1,053,269	$1,771,896	$108,377
2020	$972,184	$972,843	$1,729,985	$-659
2019	$944,021	$866,657	$1,536,624	$77,364
2018	$799,534	$801,220	$1,471,537	$-1,686

EL REFUGIO