QUERENCIA COMMUNITY FOUNDATION (EIN 850694623) - 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

2020

Legal Domicile

Principal Officer

THOMAS MCCLOSKEY

Phone

3034102510

Tax Period

2022-01-01 to 2022-12-31

Mission

TO PROVIDE RECOVERY AND RELIEF ASSISTANCE FOR RESIDENTS OF THE AT LARGE LOS CABOS COMMUNITY OF MEXICO (THE GREATER LOS CABOS COMMUNITY) THAT ARE AFFECTED, EITHER DIRECTLY OR INDIRECTLY, BY THE COVID 19 PANDEMIC OR WHO MAY BE AFFECTED BY OTHER DISASTERS, STORMS OR OTHER UNFORSEEN CIRCUMSTANCES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $4,913

TOTAL EXPENSES $4,913

Year-over-Year Comparison

	2022	2021	Change
Revenue	N/A	N/A	N/A
Expenses	$4,913	$3,630	+0.4%
Net Income	N/A	$-3,630	N/A

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

N/A

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
THOMAS MCCLOSEKEY	DIRECTOR/PRESIDENT	1.00	Officer Director	$0	$0	$0
BONNIE MCCLOSKEY	DIRECTOR	1.00	Director	$0	$0	$0
JORGE CARRERA	DIRECTOR/VP	1.00	Officer Director	$0	$0	$0
JOHN ORD	SECRETARY/TREASURER	1.00	Officer 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
2022	No data	$4,913	$34,068	No data
2021	No data	$3,630	$38,981	No data
2020	$383,676	$342,600	$42,660	$41,076

QUERENCIA COMMUNITY FOUNDATION