TERTULIA AMERICANA FOUNDATION

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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

2023

Legal Domicile

Principal Officer

ROBERTO ARBOLEDA STATON

Phone

6172628300

Tax Period

2023-05-22 to 2023-12-31

TERTULIA AMERICANA FOUNDATION, founded in 2023, is a small nonprofit in the Arts, Culture & Humanities sector that reported $150K in total revenue in fiscal year 2023. The organization ran a surplus of $98K, a strong 65% operating margin.

Mission

TERTULIA AMERICANA WAS FORMED AND OPERATES AS A PUBLIC CHARITY THAT PROVIDES PHILANTHROPIC SUPPORT TO THOSE INVOLVED IN ARTISTIC, SOCIAL OUTREACH PROGRAMS, AND TO THOSE WHO ARE ENDEAVORING TO POLISH AND VITALIZE THEIR IMMEDIATE LOCAL COMMUNITIES THROUGH ART AND CREATIVE GATHERINGS. WITH CAREFUL VETTING, TERTULIA AMERICANA SEEKS BOTH INDIVIDUALS AND VENUES THAT ELEVATE AND GLADDEN OUR UNDERSTANDING OF THE WORLD AROUND US. IT IS IMPERATIVE FOR THE BETTERMENT OF THE HUMAN SPIRIT. AS PART OF ITS MISSION, TA WILL MAKE GRANTS TO ARTISTS FOR ARTISTIC INNOVATION PROJECTS. ENGAGING CHILDREN AT A YOUNG AGE WILL DEVELOP A BETTER EDUCATED CITIZENRY.

Program Service Accomplishments

Program 1

Expenses: $28,460

DURING 2023 TERTULIA SUPPORTED MUSICIANS AND ARTISTS BY WAY OF FINANCIALS GRANTS, MUSICAL CONCERTS, ARTISTS GALLERY EVENTS.

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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 $150,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $150,000

Expense Breakdown

Grants Paid $20,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,460

Other Expenses $31,506

TOTAL EXPENSES $52,306

Year-over-Year Comparison

	2023	2022	Change
Revenue	$150,000	N/A	N/A
Expenses	$52,306	N/A	N/A
Net Income	$97,694	N/A	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
MARY MYERS KAUPPILA	BOARD OF DIRECTOR	0.50	Director	$0	$0	$0
RASHAD WAREH	BOARD OF DIRECTOR	0.50	Director	$0	$0	$0
ROBERTO ARBOLEDA STATON	PRESIDENT	0.00	Officer	$0	$0	$0
MARY WEBSTER	TREASURER	0.00	Officer	$0	$0	$0
MICHELLE SAMU	SECRETARY	0.00	Officer	$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	$150,000	$52,306	$98,809	$97,694