The Sergio and Angela Garcia Foundation (EIN 920988449) - 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

ANGELA GARCIA

Phone

5122361001

Tax Period

2023-01-01 to 2023-12-31

The Sergio and Angela Garcia Foundation, founded in 2022, is a community nonprofit in the Recreation & Sports sector that reported $1.7M in total revenue in fiscal year 2023. The organization ran a surplus of $635K, a strong 36% operating margin.

Mission

THE SERGIO AND ANGELA GARCIA FOUNDATION WORKS TO BETTER CHILDREN'S LIVES BY FOCUSING ON MENTAL HEALTH, HEALTHCARE, FAMILY SUPPORT SERVICES, ACCESS TO WELLNESS PROGRAMMING AND MENTORSHIP THROUGH YOUTH GOLF.

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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 $1,914,548

Program Service Revenue $0

Investment Income $5,469

Other Revenue $-178,680

TOTAL REVENUE $1,741,337

Expense Breakdown

Grants Paid $935,000

Salaries & Benefits $0

Fundraising Expenses $128,532

Program Expenses $935,000

Other Expenses $45,187

TOTAL EXPENSES $1,106,437

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,741,337	N/A	N/A
Expenses	$1,106,437	N/A	N/A
Net Income	$634,900	$0	N/A

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

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
Sergio Garcia	President	1.0	Officer Director	$0	$0	$0
Angela Garcia	Vice President	1.0	Officer Director	$0	$0	$0
Pam Akins	Secretary	1.0	Officer Director	$0	$0	$0
Joe Lum	Director	1.0	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	$1,741,337	$1,106,437	$2,224,817	$634,900

The Sergio and Angela Garcia Foundation