Esperanza Shelter Inc (EIN 850313174) - 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

1983

Legal Domicile

Principal Officer

JO ANN DEWING WARD

Phone

5054745536

Tax Period

2020-07-01 to 2021-06-30

Esperanza Shelter Inc, founded in 1983, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2020.

Mission

TO CONDUCT A PROGRAM OF SOCIAL SERVICES, ADVOCACY AND EDUCATION, DESIGNED TO ALLEVIATE THE PROBLEM OF DOMESTIC VIOLENCE IN NORTH CENTRAL NEW MEXICO WITH THE STATED GOALS OF PROTECTING PEOPLE FROM ABUSE, NEGLECT AND EXPLOITATION, AND TO OFFER REMEDIES TO DOMESTIC VIOLENCE.

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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 (2020)

Revenue Breakdown

Contributions & Grants $2,675,231

Program Service Revenue $250

Investment Income $19

Other Revenue $21,514

TOTAL REVENUE $2,697,014

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,447,151

Fundraising Expenses $44,913

Program Expenses $2,287,230

Other Expenses $1,475,726

TOTAL EXPENSES $2,922,877

Year-over-Year Comparison

	2020	2019	Change
Revenue	$2,697,014	$2,834,365	0.0%
Expenses	$2,922,877	$2,436,590	+0.2%
Net Income	$-225,863	$397,775	-1.6%

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

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
JO ANN DEWING WARD	President	8.00	Officer Director	$0	$0	$0
THOMAS CARR	Vice President	2.00	Officer Director	$0	$0	$0
MARISA ORNELAS	Secretary	2.00	Officer Director	$0	$0	$0
ROBIN HAMMOND	Director	4.00	Director	$0	$0	$0
JO BETH SPEYER	Director	2.00	Director	$0	$0	$0
JANIE ALDERMAN	Director	2.00	Director	$0	$0	$0
KASSANDRA ROYBAL	Director	2.00	Director	$0	$0	$0
KATHERINE SEGURA-SALAS	Director	2.00	Director	$0	$0	$0
BAKSIM GODDARD	Director	2.00	Director	$0	$0	$0
JOHN LITTREL	Director	2.00	Director	$0	$0	$0
DIEGO MUNOZ	Director	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
2021	$2,697,014	$2,922,877	$2,784,349	$-225,863
2020	$2,834,365	$2,436,590	$2,651,241	$397,775
2019	$2,088,473	$2,281,922	$1,928,781	$-193,449
2018	$1,772,239	$1,926,173	$2,111,851	$-153,934

Esperanza Shelter Inc