805 UNDOCUFUND (EIN 862230353) - 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

2021

Legal Domicile

Principal Officer

PRIMITIVA HERNANDEZ

Phone

8052008471

Tax Period

2023-01-01 to 2023-12-31

805 UNDOCUFUND, founded in 2021, is a small nonprofit in the Human Services sector that reported $487K in total revenue in fiscal year 2023. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $209K, a strong 43% operating margin.

Mission

TO PROVIDE FINANCIAL RELIEF TO ELIGIBLE RESIDENTS OF CALIFORNIA'S CENTRAL COAST REGION WHO ARE UNDOCUMENTED, WITH REGARD TO THEIR IMMIGRATION STATUS, AND TO CARRY ON OTHER CHARITABLE ACTIVITIES ASSOCIATED WITH THIS PURPOSE AND AS ALLOWED BY LAW.

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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 $487,066

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $487,066

Expense Breakdown

Grants Paid $97,780

Salaries & Benefits $94,333

Fundraising Expenses $15,626

Program Expenses $234,436

Other Expenses $85,904

TOTAL EXPENSES $278,017

Year-over-Year Comparison

	2023	2022	Change
Revenue	$487,066	$302,880	+0.6%
Expenses	$278,017	$184,260	+0.5%
Net Income	$209,049	$118,620	+0.8%

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

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
MARIA MELO	EXECUTIVE DIRECTOR	40.00		$19,091	$0	$19,091
EDER GAONA MACEDO	INTERIM EXECUTIVE DIRECTOR	40.00		$9,860	$0	$9,860
HAZEL DAVALOS	President	1.00	Officer Director	$0	$0	$0
CLAUDIA ARMANN	Treasurer	1.00	Officer Director	$0	$0	$0
ANA HUYNH	Secretary	1.00	Officer Director	$0	$0	$0
GENEVIEVE FLORES-HARO	Director	1.00	Director	$0	$0	$0
VANESSA FRANK	Director	1.00	Director	$0	$0	$0
QUETZAL SANCHEZ	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
2024	No data	No data	No data	No data
2023	$487,066	$278,017	$351,290	$209,049
2022	$302,880	$184,260	$148,851	$118,620

805 UNDOCUFUND