CARMELITA TUAZON FOUNDATION LTD (EIN 873526434) - 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

2022

Legal Domicile

Principal Officer

CARMELITA TUAZON

Phone

2404471244

Tax Period

2023-01-01 to 2023-12-31

CARMELITA TUAZON FOUNDATION LTD, founded in 2022, is a micro nonprofit in the Health Care sector that reported $16K in total revenue in fiscal year 2023. Revenue fell 84% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $12K, a strong 71% operating margin.

Mission

TO ASSIST IN PROVIDING CARE TO INDIGENT PATIENTS AT THE MAIN GOVERNMENT GENERAL HOSPITAL IN THE PHILLIPPINES. TO PROVIDE FUNDING TO ASSIST IN THE OPERATION OF RELIGIOUS ORGANIZATIONS. TO PROVIDE FUNDING TO ORGANIZATIONS DEDICATED TO NATURE CONSERVANCY.

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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 $15,000

Program Service Revenue $0

Investment Income $1,321

Other Revenue $0

TOTAL REVENUE $16,321

Expense Breakdown

Grants Paid $3,900

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,900

Other Expenses $800

TOTAL EXPENSES $4,700

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,321	$99,234	-0.8%
Expenses	$4,700	$19,907	-0.8%
Net Income	$11,621	$79,327	-0.9%

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
CARMELITA TUAZON	PRESIDENT	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
2024	No data	No data	No data	No data
2023	$16,321	$4,700	$91,057	$11,621
2022	$99,234	$19,907	$79,340	$79,327

CARMELITA TUAZON FOUNDATION LTD