DONALD P KATHERINE B LOKER UNIVERSITY STUDENT UNION INC (EIN 330518736) - 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

1992

Legal Domicile

Principal Officer

CECILIA ORTIZ

Phone

3102433854

Tax Period

2022-07-01 to 2023-06-30

DONALD P KATHERINE B LOKER UNIVERSITY STUDENT UNION INC, founded in 1992, is a community nonprofit in the Education sector that reported $4.2M in total revenue in fiscal year 2022. Expenses of $4.0M left a modest 4% surplus.

Mission

TO PROVIDE AN EDUCATIONAL, SOCIAL, RECREATIONAL, AND CULTURAL ENVIRONMENT FOR STUDENTS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,136,320

Investment Income $20,590

Other Revenue $18,325

TOTAL REVENUE $4,175,235

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,066,196

Fundraising Expenses $0

Program Expenses $3,571,146

Other Expenses $1,956,467

TOTAL EXPENSES $4,022,663

Year-over-Year Comparison

	2022	2021	Change
Revenue	$4,175,235	$3,904,624	+0.1%
Expenses	$4,022,663	$3,250,429	+0.2%
Net Income	$152,572	$654,195	-0.8%

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

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

$160,732

Total Directors

$879,326

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEX LAN-POWELL	CHAIR	10.00	Officer Director	$0	$0	$0
EMILYN RANGEL	VICE-CHAIR	10.00	Officer Director	$0	$0	$0
MIGUEL JUAREZ	BOARD MEMBER	10.00	Director	$0	$0	$0
GUSTAVO CARDENAS	BOARD MEMBER	10.00	Director	$2,676	$0	$2,676
EDGAR MEJIA	BOARD MEMBER	1.00	Director	$0	$0	$8,290
ALEX ALVARADO	BOARD MEMBER	1.00	Director	$0	$0	$4,950
EZINNE NWADIOGU	BOARD MEMBER	1.00	Director	$0	$0	$2,850
ERICK GARCIA	BOARD MEMBER	1.00	Director	$0	$0	$0
MEGAN TAGLE-ADAMS	BOARD MEMBER	1.00	Director	$0	$39,073	$132,849
JOHN MENARY	BOARD MEMBER	1.00	Director	$0	$31,294	$120,250
TAMALA LEWIS	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID GAMBOA	BOARD MEMBER	1.00	Director	$0	$76,929	$264,423
MAYRA SORIANO	BOARD MEMBER	1.00	Director	$0	$46,736	$171,970
OBIOHA OGBONNA	BOARD MEMBER	1.00	Director	$0	$0	$10,336
CECILIA ORTIZ	EXEC. DIRECTOR/TREASURER	40.00	Officer Director	$136,711	$24,021	$160,732
JOHN STIGAR	ASST. DIR., FACILITY OPERATIONS	40.00	Highest	$108,501	$35,269	$143,770
MELISSA BANCROFT	ASST. DIR., ENGAGEMENT & DEVELOPMENT	40.00	Highest	$106,563	$16,180	$122,743
GISELLE ATALLAH	LABOR RELATIONS REP	40.00	Highest	$139,136	$10,419	$149,555

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	No data	No data	No data	No data
2023	$4,175,235	$4,022,663	$6,907,459	$152,572
2022	$3,904,624	$3,250,429	$6,520,550	$654,195
2021	$3,413,380	$2,582,310	$5,809,690	$831,070
2020	$3,462,520	$3,023,237	$4,907,109	$439,283
2019	$3,221,985	$2,958,465	$4,316,842	$263,520
2018	$3,145,532	$2,709,528	$3,982,239	$436,004

DONALD P KATHERINE B LOKER UNIVERSITY STUDENT UNION INC