UC BERKELEY CHICANO LATINO ALUMNI … - Form 990 Financial Data

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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

2015

Legal Domicile

Principal Officer

MARGARITA LANDEROS

Phone

4089080416

Tax Period

2022-01-01 to 2022-12-31

UC BERKELEY CHICANO LATINO ALUMNI ASSOCIATION, founded in 2015, is a small nonprofit in the Education sector that reported $197K in total revenue in fiscal year 2022. The organization ran a surplus of $75K, a strong 38% operating margin.

Mission

UC BERKELEY CHICANX LATINX ALUMNI ASSOCIATION (CLAA) ENGAGES CURRENT AND PROSPECTIVE ALUMNI WITH UC BERKELEY COMMUNITIES AND EACH OTHER TO ELEVATE THE TRADITION OF ACADEMIC AND PROFESSIONAL EXCELLENCE.

Program Service Accomplishments

Program 1

Expenses: $56,150

SCHOLARSHIPSACADEMIC SCHOLARSHIPS WERE AWARDED BASED ON CRITERIA INCLUDING FINANCIAL NEED, MERIT, AND SPECIAL CONSIDERATIONS AS DETERMINED BY DONORS. A NEEDS ASSESSMENT AND OVERALL FINANCIAL AID...

SCHOLARSHIPSACADEMIC SCHOLARSHIPS WERE AWARDED BASED ON CRITERIA INCLUDING FINANCIAL NEED, MERIT, AND SPECIAL CONSIDERATIONS AS DETERMINED BY DONORS. A NEEDS ASSESSMENT AND OVERALL FINANCIAL AID PACKAGE WERE EVALUATED BY UC BERKELEY CLAA. SCHOLARSHIP AWARDS WERE PRIMARILY BASED ON THE FOLLOWING FACTORS: MATRICULATION AT UC BERKELEY WITH UNDERGRADUATE OR GRADUATE STANDING, FINANCIAL NEED, COMMITMENT TO THE LATINX COMMUNITY, LEADERSHIP POTENTIAL, AND EXCEPTIONAL ACADEMIC AND PROFESSIONAL POTENTIAL.IN ADDITION TO THE SCHOLARSHIP, AWARDEES WERE INVITED TO PARTICIPATE IN CONEXIONES, A MENTORING PROGRAM WHICH PAIRS STUDENTS AND ALUMNI IN TRADITIONAL MENTORSHIP RELATIONSHIPS AND OFFERS PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR STUDENTS.

Program 2

Expenses: $58,700 Revenue: $43,770

HIGHER LEARNING COMMUNITY AND OUTREACH SUPPORTCHICANO LATINO ALUMNI LEGACYTHE EVENT CONSISTED OF A FIVE-DAY ALUMNI GATHERING, STRUCTURED IN A CONFERENCE FORMAT, WHICH INCLUDED THE FORMAL OPENING OF THE CHICANX LATINX STUDENT CENTER AT THE UNIVERSITY. ADDITIONAL ACTIVITIES INCLUDED A GATHERING FOR FEMALE-IDENTIFYING ALUMNI AND STUDENTS, A WELCOME ADDRESS FROM THE UC BERKELEY CHANCELLOR, CURATED ALUMNI REUNIONS, ACADEMIC PRESENTATIONS BY FACULTY AND ALUMNI, A FUNDRAISING GALA, AND A SCHOLARSHIP BRUNCH.ALUMNI ENGAGEMENTCLAA ALUMNI ENGAGEMENT INCLUDES THE PLANNING AND EXECUTION OF REGIONAL ALUMNI EVENTS ORGANIZED BY MEMBER CHAPTERS. THESE EVENTS INCLUDED AN ALUMNI HIKE, A RECEPTION FOR NEW UC BERKELEY ADMITS, EIGHT NETWORKING EVENTS, THE 2022 LEGACY KICKOFF CELEBRATION IN LOS ANGELES, SOMOS BERKELEY WELCOME PARTIES IN EAST BAY AND LOS ANGELES, AN EDUCATIONAL WORKSHOP ON VOTING DURING THE 2022 ELECTION CYCLE, AMONG OTHERS.

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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 $240,127

Program Service Revenue $43,770

Investment Income $0

Other Revenue $-86,988

TOTAL REVENUE $196,909

Expense Breakdown

Grants Paid $56,150

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $114,850

Other Expenses $65,814

TOTAL EXPENSES $121,964

Year-over-Year Comparison

	2022	2021	Change
Revenue	$196,909	N/A	N/A
Expenses	$121,964	N/A	N/A
Net Income	$74,945	$0	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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGARITA LANDEROS	PRESIDENT	5.00	Officer Director	$0	$0	$0
TERESA MARTINEZ GONZALEZ	VICE PRESIDENT - FINANCE	5.00	Officer Director	$0	$0	$0
LOURDES GUERRERO	VICE PRESIDENT - ADMINISTRATION	5.00	Officer Director	$0	$0	$0
ELIZABETH RAMIREZ	VICE PRESIDENT - EXTERNAL AFFAIRS	5.00	Officer Director	$0	$0	$0
DIEGO JACOME	VICE PRESIDENT - INTERNAL AFFAIRS	5.00	Officer Director	$0	$0	$0
JUAN AGUILERA	BOARD MEMBER	1.00	Director	$0	$0	$0
RICARDO GONZALEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
RENE LICON	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES SARRIA	BOARD MEMBER	1.00	Director	$0	$0	$0
ESPERANZA VIELMA	BOARD MEMBER	1.00	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
2022	$196,909	$121,964	$246,377	$74,945

UC BERKELEY CHICANO LATINO ALUMNI ASSOCIATION