Raices de Bienestar (EIN 873645309) - 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

RUTH ZUNIGA

Phone

5035477847

Tax Period

2023-07-01 to 2024-06-30

Raices de Bienestar, founded in 2021, is a community nonprofit in the Mental Health sector that reported $1.7M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $478K, a strong 27% operating margin.

Mission

OUR MISSION IS TO IMPROVE AND STRENGTHEN THE MENTAL HEALTH AND EMOTIONAL WELLBEING OF THE LATINX COMMUNITY THROUGH CULTURALLY-GROUNDED, EVIDENCE-BASED PRACTICES, INTERVENTIONS, EDUCATION AND CAPACITY BUILDING ACTIVITIES.

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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 $1,633,786

Program Service Revenue $87,257

Investment Income $19,315

Other Revenue $4,730

TOTAL REVENUE $1,745,088

Expense Breakdown

Grants Paid $0

Salaries & Benefits $886,239

Fundraising Expenses $108,707

Program Expenses $1,011,541

Other Expenses $381,063

TOTAL EXPENSES $1,267,302

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,745,088	$1,418,586	+0.2%
Expenses	$1,267,302	$765,741	+0.7%
Net Income	$477,786	$652,845	-0.3%

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

$306,888

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUTH ZUNIGA	Executive Dir.	40.00	Officer	$169,894	$4,706	$174,600
BONNIE LERNER	Operations Dir.	40.00	Officer	$115,631	$16,657	$132,288
LEDA GARSIDE	President	1.00	Officer Director	$0	$0	$0
GENEVIEVE ELLIS	Treasurer	1.00	Officer Director	$0	$0	$0
MANDY DAVIS	Secretary	1.00	Officer Director	$0	$0	$0
KRISTTY ZAMORA-POLANCO	Director	1.00	Director	$0	$0	$0
DAYSI BEDOLLA SOTELO	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	No data	No data	No data	No data
2024	$1,745,088	$1,267,302	$1,174,846	$477,786
2023	$1,418,586	$765,741	$669,887	$652,845

Raices de Bienestar