LIUNA PACIFIC SOUTHWEST EDUCATION AND EVENTS FUND (EIN 462508300) - 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

2013

Legal Domicile

Principal Officer

ERNESTO J ORDONEZ

Phone

9166045576

Tax Period

2024-01-01 to 2024-12-31

LIUNA PACIFIC SOUTHWEST EDUCATION AND EVENTS FUND, founded in 2013, is a small nonprofit in the Education sector that reported $339K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $55K, a strong 16% operating margin.

Mission

PROVIDE SERVICES TO AFFILIATES AND THE PUBLIC, INCLUDING HOSTING AND PARTICIPATING IN EDUCATION EVENTS, CONFERENCES AND CONVENTIONS AND RELATED ACTIVITIES, PLUS INCREASE OPPORTUNITIES FOR CAREER ADVANCEMENT.

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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 $0

Program Service Revenue $315,896

Investment Income $23,028

Other Revenue $0

TOTAL REVENUE $338,924

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $283,511

Other Expenses $283,511

TOTAL EXPENSES $283,511

Year-over-Year Comparison

	2024	2023	Change
Revenue	$338,924	$404,856	-0.2%
Expenses	$283,511	$321,644	-0.1%
Net Income	$55,413	$83,212	-0.3%

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

N/A

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
ERNESTO J ORDONEZ	PRESIDENTCEO	1.00	Officer	$0	$0	$0
IZAAK VELEZ	TREASURERCFO	1.00	Officer	$0	$0	$0
ROMAN FEHER	SECRETARY	1.00	Officer	$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	$338,924	$283,511	$690,137	$55,413
2023	$404,856	$321,644	$634,724	$83,212
2022	$205,577	$157,833	$551,512	$47,744
2021	$27,693	$122,393	$503,768	$-94,700
2020	$108,757	$64,728	$598,030	$44,029

LIUNA PACIFIC SOUTHWEST EDUCATION AND EVENTS FUND