COALICION FORTALEZA

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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

2021

Legal Domicile

Principal Officer

Erica Ledesma

Phone

5412365605

Tax Period

2023-01-01 to 2023-12-31

COALICION FORTALEZA, founded in 2021, is a small nonprofit in the Public Safety sector that reported $845K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $375K, a strong 44% operating margin.

Mission

Our mission is to see our Latinx & Indigenous community of the Rogue Valley thrive. We work towards a future where the Latinx and Indigenous families in our community can actualize our collective power to shape our destiny and create our own solutions.

Program Service Accomplishments

Program 1

Expenses: $272,404 Revenue: $152,911

Our general community engagement programs have been to serve and center fire survivors in the fire recovery efforts post Almeda Fires of 2020. Our two housing projects, Talent mobile Estates and...

Our general community engagement programs have been to serve and center fire survivors in the fire recovery efforts post Almeda Fires of 2020. Our two housing projects, Talent mobile Estates and Summit Gardens have emphasized the importance of organizing and facilitating community engagements to ensure that our community is part of re-imagining their neighborhoods and have voice in the decision making process. These programs focus on outreach, education, leadership development, and services.

Program 2

Expenses: $11,902 Revenue: $64,500

De La Raiz programming focuses on belonging and creative placemaking for the Latinx and indigenous community of the Rogue Valley. These community engagement events bring people together for...

De La Raiz programming focuses on belonging and creative placemaking for the Latinx and indigenous community of the Rogue Valley. These community engagement events bring people together for education, entertainment, and cultural experience. One of these programs is El Mercadito, which f brings together Latinx and BIPOC entrepreneurs, community, and culture.

Program 3

Expenses: $11,604 Revenue: $73,471

CF is an Individual Development Account program provider. This program offers financial assistance while also emphasizes financial education and counseling to empower clients with essential skills to manage their money effectively. Clients receive guidance on budgeting, debt management, credit building, and other financial topics, ensuring their long-term success even after completing the program. Our IDA program fosters economic growth, strengthens communities, and creates a pathway to a brighter, more prosperous future. The Medford Rotary program has supported fire survivors with accessing furniture, appliances, utility bill relief and work equipment.

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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 (2023)

Revenue Breakdown

Contributions & Grants $828,572

Program Service Revenue $16,050

Investment Income $496

Other Revenue $0

TOTAL REVENUE $845,118

Expense Breakdown

Grants Paid $8,800

Salaries & Benefits $281,278

Fundraising Expenses $20,334

Program Expenses $295,910

Other Expenses $180,047

TOTAL EXPENSES $470,125

Year-over-Year Comparison

	2023	2022	Change
Revenue	$845,118	$714,151	+0.2%
Expenses	$470,125	$266,599	+0.8%
Net Income	$374,993	$447,552	-0.2%

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

$79,900

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Erica Ledesma	Executive Director	40	Director Highest	$74,900	$0	$74,900
Niria Garcia	Co-chair	1	Director	$5,000	$0	$5,000
Teresa Cisneros	Chair	1	Director	$0	$0	$0
Ana Byers	Secretary	1	Director	$0	$0	$0
Rose Ojeda	Treasurer	1	Director	$0	$0	$0
Judith Corona	Director	0	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
2024	No data	No data	No data	No data
2023	$845,118	$470,125	$862,684	$374,993
2022	$714,151	$266,599	$487,691	$447,552