ESPERANZA CHARITIES INC (EIN 954580280) - 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

1996

Legal Domicile

Principal Officer

Merryl Putri

Phone

6264575242

Tax Period

2024-01-01 to 2024-12-31

ESPERANZA CHARITIES INC, founded in 1996, is a community nonprofit in the Housing & Shelter sector that reported $4.6M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $4.2M left a modest 8% surplus.

Mission

Provides assisted living services and affordable housing for developmentally disabled adults and minors, seniors, individuals with disabilities, and moderate-to-low-income families.

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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 (2024)

Revenue Breakdown

Contributions & Grants $708,057

Program Service Revenue $3,459,362

Investment Income $60,243

Other Revenue $385,097

TOTAL REVENUE $4,612,759

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,106,539

Fundraising Expenses $0

Program Expenses $3,696,365

Other Expenses $1,141,439

TOTAL EXPENSES $4,247,978

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,612,759	$3,587,046	+0.3%
Expenses	$4,247,978	$3,503,896	+0.2%
Net Income	$364,781	$83,150	+3.4%

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

131

Volunteers

N/A

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

$228,022

Total Directors

$302,233

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Merryl Putri	CEO/ President	040.00	Officer Director	$225,085	$2,937	$228,022
Evie Romero	Chairman	006.00	Director	$70,626	$3,585	$74,211
Gregory Waskul	Secretary/Treasurer	001.00	Director	$0	$0	$0
Bro Fernando Lopez-Castillo	Director	001.00	Director	$0	$0	$0
Pamela J Adams-Beard	Director	001.00	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
2024	$4,612,759	$4,247,978	$8,179,526	$364,781
2023	$3,587,046	$3,503,896	$7,619,210	$83,150
2022	$3,080,241	$3,130,222	$7,547,910	$-49,981
2021	$3,564,721	$3,420,510	$7,640,142	$144,211
2020	$4,573,103	$4,410,300	$7,954,990	$162,803
2019	$4,330,791	$4,188,531	$7,618,299	$142,260
2018	$3,958,362	$3,788,655	$7,594,337	$169,707

ESPERANZA CHARITIES INC