INSTITUTO DE EDUCACION POPULAR DEL SUR DE CALIFORNIA (EIN 954431992) - 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

1991

Legal Domicile

Principal Officer

MAEGAN E ORTIZ

Phone

2132522952

Tax Period

2023-07-01 to 2024-06-30

INSTITUTO DE EDUCACION POPULAR DEL SUR DE CALIFORNIA, founded in 1991, is a community nonprofit in the Unknown sector that reported $1.8M in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $2.0M exceeded revenue, resulting in a 16% operating deficit.

Mission

TO CREATE A MORE HUMANE DEMOCRATIC SOCIETY BY RESPONDING TO THE NEED S AND PROBLEMS OF DISENFRANCHISED PEOPLE THROUGH LEADERSHIP DEVELOMENT

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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 $1,768,482

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,768,482

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,629,658

Fundraising Expenses $104,719

Program Expenses $1,769,585

Other Expenses $416,705

TOTAL EXPENSES $2,046,363

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,768,482	$2,314,113	-0.2%
Expenses	$2,046,363	$1,418,664	+0.4%
Net Income	$-277,881	$895,449	-1.3%

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

N/A

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

Total Directors

Key Employees

$111,408

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAEGAN E ORTIZ	EXECUTIVE DIRECTOR	40.00	Key Emp	$111,408	$0	$111,408
CYNTHIA PAREDES-ALVARADO	PRESIDENT	6.000	Officer Director	$0	$0	$0
MALKA SIERRA	VICE PRESIDENT	4.000	Officer Director	$0	$0	$0
YADIRA HERNANDEZ	TREASURER	4.000	Officer Director	$0	$0	$0
JORGE VILLANUEVA	SECRETARY	4.000	Officer Director	$0	$0	$0
CYNTHIA M GALAZ	SPEAKER	4.000	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
2025	No data	No data	No data	No data
2024	$1,768,482	$2,046,363	$1,735,843	$-277,881
2023	$2,314,113	$1,418,664	$2,005,471	$895,449
2022	$1,207,253	$1,322,923	$1,096,951	$-115,670
2021	$2,293,737	$2,286,914	$1,209,534	$6,823
2020	$1,898,978	$1,835,906	$1,237,555	$63,072
2019	$1,833,634	$1,188,831	$1,157,615	$644,803
2018	$706,733	$784,982	$501,087	$-78,249

INSTITUTO DE EDUCACION POPULAR DEL SUR DE CALIFORNIA