Raices de Bienestar

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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.

Program Service Accomplishments

Program 1

Expenses: $584,764

CLINICAL SERVICES: 110 INDIVIDUALS SERVEDWE OFFER CLINICAL MENTAL HEALTH SERVICES FOR LATINX COMMUNITY MEMBERS ACROSS OREGON. BI-LINGUAL, BI-CULTURAL PROVIDERS AND CLINICIANS PROVIDE ALL THE CLINICAL SERVICES IN TRAINING (E.G., GRADUATE PSYCHOLOGY STUDENTS AND SOCIAL WORK INTERNS). THE CLINICAL SERVICES ARE PROVIDED VIA TELEHEALTH, WITH A VISION TO PROVIDE SERVICES THROUGH A MOBILE CLINIC IN THE FUTURE TO MEET THE COMMUNITY WHERE THEY ARE.

Program 2

Expenses: $383,040

COMMUNITY LIBERATION: 4500 INDIVIDUALS SERVEDTHESE OFFERINGS FOCUS ON FOSTERING COMMUNITY AND CULTURE AS CORNERSTONES OF MENTAL HEALTH, WELLNESS, AND WELL-BEING. WE OFFER VARIOUS PROGRAMS TO ENHANCE...

Program 3

Expenses: $43,737

CONSULTATION AND CAPACITY BUILDING: 500 INDIVIDUALS SERVEDRAICES DE BIENESTAR OFFERS CONSULTATION TRAINING, AND EDUCATION IN EITHER ENGLISH OR SPANISH FOR HEALTH SYSTEMS, SOCIAL SERVICE AGENCIES...

CONSULTATION AND CAPACITY BUILDING: 500 INDIVIDUALS SERVEDRAICES DE BIENESTAR OFFERS CONSULTATION TRAINING, AND EDUCATION IN EITHER ENGLISH OR SPANISH FOR HEALTH SYSTEMS, SOCIAL SERVICE AGENCIES, COMMUNITY-BASED ORGANIZATIONS, AND THE PUBLIC SECTOR TO BUILD CAPACITY AND SKILLS TO PROVIDE CULTURALLY RESPONSIVE, EVIDENCE-BASED AND TRAUMA/HEALING INFORMED MENTAL HEALTH SERVICES TO LATINX INDIVIDUALS. WE ALSO SUPPORT INTEGRATING TRADITIONAL HEALTH WORKERS INTO SYSTEMS AND PROVIDE SERVICES TO HELP THE EMOTIONAL HEALTH AND WELL-BEING AND PREVENTION OF COMPASSION FATIGUE OF THOSE WHO SERVE THE COMMUNITY.

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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