NALEO EDUCATIONAL FUND (EIN 521212849) - 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

1980

Legal Domicile

Principal Officer

ARTURO VARGAS

Phone

2137477606

Tax Period

2023-01-01 to 2023-12-31

NALEO EDUCATIONAL FUND, founded in 1980, is a mid-sized nonprofit that reported $10.4M in total revenue in fiscal year 2023. Expenses of $12.0M exceeded revenue, resulting in a 15% operating deficit.

Mission

FULL LATINO PARTICIPATION IN THE AMERICAN POLITICAL PROCESS, FROM CITIZENSHIP TO PUBLIC SERVICE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $9,654,061

Program Service Revenue $395,950

Investment Income $276,711

Other Revenue $42,345

TOTAL REVENUE $10,369,067

Expense Breakdown

Grants Paid $796,342

Salaries & Benefits $6,889,209

Fundraising Expenses $515,778

Program Expenses $8,661,352

Other Expenses $4,266,448

TOTAL EXPENSES $11,951,999

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,369,067	$10,079,749	+0.0%
Expenses	$11,951,999	$12,658,121	-0.1%
Net Income	$-1,582,932	$-2,578,372	-0.4%

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

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

$906,116

Total Directors

Key Employees

$169,938

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARA CANDELARIA REARDON	CHAIR	1.00	Officer Director	$0	$0	$0
RICK R OLIVAREZ	TREASURER	1.00	Officer Director	$0	$0	$0
MICHELLE MANCIAS	SECRETARY	1.00	Officer Director	$0	$0	$0
LUBBY NAVARRO	BOARD MEMBER	1.00	Director	$0	$0	$0
DIEGO ESPINOZA	BOARD MEMBER	1.00	Director	$0	$0	$0
BONNIE GARCIA	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY GONZALEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
RICARDO LARA	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEJANDRA SOTELO-SOLIS	BOARD MEMBER	1.00	Director	$0	$0	$0
CARLOS E TOBON	BOARD MEMBER	1.00	Director	$0	$0	$0
LUIS ROSERO	BOARD MEMBER	1.00	Director	$0	$0	$0
PEGGY MULLER-ARAGON	BOARD MEMBER	1.00	Director	$0	$0	$0
PAULINE MEDRANO	BOARD MEMBER	1.00	Director	$0	$0	$0
RUBEN BARRALES	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILIO GONZALEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
PEP VALDES	BOARD MEMBER	1.00	Director	$0	$0	$0
ARTURO VARGAS	CHIEF EXECUTIVE OFFICER	40.00	Officer	$245,900	$29,605	$275,505
ERICA BERNAL-MARTINEZ	CHIEF OPERATING OFFICER	40.00	Officer	$201,706	$24,285	$225,991
ROSALIND GOLD	CHIEF PUBLIC POLICY OFFICE	40.00	Officer	$201,815	$0	$201,815
JUAN C VARGAS	CHIEF FINANCIAL OFFICER	40.00	Officer	$202,805	$0	$202,805
AMANDA N BOSQUEZ	EMPLOYEE	40.00	Key Emp	$169,938	$0	$169,938
ANGELA WEIMER	EMPLOYEE	40.00	Highest	$148,123	$0	$148,123
JUAN I ROSA	EMPLOYEE	40.00	Highest	$144,200	$0	$144,200
JOSE R CARRILLO	EMPLOYEE	40.00	Highest	$123,869	$0	$123,869
ROSITA RAMIREZ	EMPLOYEE	40.00	Highest	$140,263	$0	$140,263
MARIO BEOVIDES	EMPLOYEE	40.00	Highest	$133,900	$0	$133,900
AZALEA M CANDELARIA	FORMER DIRECTOR	0.00		$102,389	$0	$102,389

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	No data	No data	No data	No data
2023	$10,369,067	$11,951,999	$7,995,849	$-1,582,932
2022	$10,079,749	$12,658,121	$8,848,688	$-2,578,372
2021	$12,556,474	$11,457,302	$12,943,272	$1,099,172
2020	$10,602,822	$13,493,716	$11,874,717	$-2,890,894
2019	$14,457,902	$12,711,081	$14,056,425	$1,746,821
2019	$14,468,506	$12,695,265	$14,058,965	$1,773,241
2018	$12,881,000	$10,357,845	$11,417,658	$2,523,155

NALEO EDUCATIONAL FUND