Spanish American Institute (EIN 951642392) - 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

1909

Legal Domicile

Phone

8184159463

Tax Period

2023-01-01 to 2023-12-31

Spanish American Institute, founded in 1909, is a micro nonprofit in the Education sector that reported $58K in total revenue in fiscal year 2023. The organization ran a surplus of $44K, a strong 76% operating margin.

Mission

To provide scholarships, grants and programs to encourage economically disadvantaged students with Hispanic ancestry to pursue secondary studies.

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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 $23,919

Program Service Revenue $0

Investment Income $33,978

Other Revenue $0

TOTAL REVENUE $57,897

Expense Breakdown

Grants Paid $4,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,000

Other Expenses $9,635

TOTAL EXPENSES $13,635

Year-over-Year Comparison

	2023	2022	Change
Revenue	$57,897	$-30,940	-2.9%
Expenses	$13,635	$21,013	-0.4%
Net Income	$44,262	$-51,953	-1.9%

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

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
Leah Switzer	President	2.00	Officer Director	$0	$0	$0
Robert Arvizu	Director	1.00	Director	$0	$0	$0
Dina Aguilar	Treasurer	2.00	Officer Director	$0	$0	$0
Angela Arvizu Szymusiak	Secretary	2.00	Officer Director	$0	$0	$0
Leslie Lopez	Vice President	2.00	Officer Director	$0	$0	$0
Santiago Vasquez	Board Member	1.00	Director	$0	$0	$0
Elias Cortez	Director	1.00	Director	$0	$0	$0
Lupita Alonso-Redondo	Secretary	2.00	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	$57,897	$13,635	$627,430	$44,262
2022	$-30,940	$21,013	$594,066	$-51,953
2021	$69,048	$24,866	$680,671	$44,182
2020	$12,730	$31,441	$624,814	$-18,711
2019	$51,831	$27,466	$626,932	$24,365
2018	$46,816	$30,547	$536,179	$16,269

Spanish American Institute