LATINO POLICY COALITION INSTITUTE

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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

2012

Legal Domicile

Principal Officer

JIM GONZALEZ

Tax Period

2020-01-01 to 2020-12-31

Mission

THE LATINO POLICY COALITION INSTITUTE SEEKS TO HIGHLIGHT LATINO COMMUNITY VIEWS ON KEY NATIONAL ISSUES AND THUS STIMULATE PUBLIC POLICY DEBATE AMONG ELECTED OFFICIALS.

Program Service Accomplishments

Program 1

THE LATINO POLICY COALITION INSTITUTE SEEKS TO HIGHLIGHT LATINO COMMUNITY VIEWS ON KEY NATIONAL ISSUES AND THUS STIMULATE PUBLIC POLICY DEBATE AMONG LOCAL, STATE AND NATIONAL ELECTED OFFICIALS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,426

Other Expenses $25,426

TOTAL EXPENSES $25,426

Year-over-Year Comparison

	2020	2019	Change
Revenue	N/A	N/A	N/A
Expenses	$25,426	$105,250	-0.8%
Net Income	N/A	$-105,250	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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEY BRYANT	TREASURER/DI	N/A	Director	$0	$0	$0
JIM GONZALEZ	PRESIDENT/DI	N/A	Officer Director	$0	$0	$0
JOHN THIELLA	SECRETARY/DI	N/A	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
2020	No data	$25,426	$22,057	No data
2019	No data	$105,250	$47,483	No data
2018	No data	$193,682	$152,733	No data