Guadalupe Center Real Estate Holdings Inc (EIN 852948023) - 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

Dawn Montecalvo

Phone

2396577711

Tax Period

2024-07-01 to 2025-06-30

Guadalupe Center Real Estate Holdings Inc, founded in 2020, is a small nonprofit in the Education sector that reported $552K in total revenue in fiscal year 2024. Expenses of $619K exceeded revenue, resulting in a 12% operating deficit.

Mission

The Organization's mission is to break the cycle of poverty through education for the children of Immokalee.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $551,612

TOTAL REVENUE $551,612

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $399,545

Other Expenses $618,848

TOTAL EXPENSES $618,848

Year-over-Year Comparison

	2024	2023	Change
Revenue	$551,612	$551,612	N/A
Expenses	$618,848	$619,470	0.0%
Net Income	$-67,236	$-67,858	0.0%

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
Dawn Montecalvo	President	5.00	Officer Director	$0	$0	$0
Rich Monaghan	Director	1.00	Director	$0	$0	$0
William Dempsey	Secretary	1.00	Officer Director	$0	$0	$0
Eugene Renna	Director	1.00	Director	$0	$0	$0
Gloria Beissinger	Treasurer	3.00	Officer Director	$0	$0	$0
Linda Yost	Chairman	3.00	Officer Director	$0	$0	$0
Rose-Maria Van Otterloo	Director	1.00	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	$551,612	$618,848	$18,199,239	$-67,236
2024	$551,612	$619,470	$18,254,475	$-67,858
2023	$551,612	$618,142	$18,310,333	$-66,530
2022	$236,213	$206,027	$18,807,388	$30,186
2021	$2,275,018	$58,047	$19,402,364	$2,216,971

Guadalupe Center Real Estate Holdings Inc