HISPANIC NATIONAL BAR ASSOCIATION

EIN: 521333974 Community Improvement

WASHINGTON, DC

Total Revenue
$716,562
Total Expenses
$441,199
Total Assets
$2,325,964
Net Assets
$2,079,566
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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
1972
Legal Domicile
DC
Principal Officer
JEREMY HALDEMAN
Phone
2022234777
Tax Period
2023-10-01 to 2024-09-30

HISPANIC NATIONAL BAR ASSOCIATION, founded in 1972, is a small nonprofit in the Community Improvement sector that reported $717K in total revenue in fiscal year 2023. Revenue surged 75% from the prior year, signaling strong growth momentum. The organization ran a surplus of $275K, a strong 38% operating margin.

Mission

SEE PART III, LINE 1.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $376,366
Program Service Revenue $253,890
Investment Income $86,258
Other Revenue $48
TOTAL REVENUE $716,562

Expense Breakdown

Grants Paid $17,500
Salaries & Benefits $99,118
Fundraising Expenses $0
Other Expenses $324,581
TOTAL EXPENSES $441,199

Year-over-Year Comparison

2023 2022 Change
Revenue $716,562 $410,629 +0.7%
Expenses $441,199 $365,448 +0.2%
Net Income $275,363 $45,181 +5.1%
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

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Governance

Voting Members
43
Independent Members
43
Employees
4
Volunteers
45

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
15
$277,453
Total Directors
43
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAN MATEO PRESIDENT 10.00
Officer Director
$0 $0 $0
CHRISTINA GUEROLA SARCHIO PRESIDENT-ELECT 8.00
Officer Director
$0 $0 $0
ADRIAN SIERRA TREASURER 5.00
Officer Director
$0 $0 $0
APRIL TOY SECRETARY 7.00
Officer Director
$0 $0 $0
JULIA LOPEZ VP OF PROGRAMS (SU CARRERA) 10.00
Officer Director
$0 $0 $0
GRISSEL SEIJO VP OF PROGRAMS (SU FUTURO) 10.00
Officer Director
$0 $0 $0
BENJAMIN R SIGEL VP OF MEMBERSHIP 10.00
Officer Director
$0 $0 $0
EDWARD M CARLSON VP OF EXTERNAL AFFAIRS 7.00
Officer Director
$0 $0 $0
JAIME A ALIAGA VP OF REGIONS 7.00
Officer Director
$0 $0 $0
ZURI BALMAKUND SANTIAGO VP OF AFFILIATES AND ASSOCIATES 7.00
Officer Director
$0 $0 $0
LIAN DE LA RIVA VP OF DIVISIONS, SECTIONS & COMMITTEES 5.00
Officer Director
$0 $0 $0
BERNADETTE LOPEZ VP OF FUNDRAISING AND DEVELOPMENT 3.00
Officer Director
$0 $0 $0
ROSAVELIE MORALES MARQUEZ CHIEF COMPLIANCE OFFICER 5.00
Officer Director
$0 $0 $0
YESENIS GALLEGOS GENERAL COUNSEL 5.00
Officer Director
$0 $0 $0
MARIANA BRAVO IMMEDIATE PAST-PRESIDENT 2.00
Director
$0 $0 $0
SCOTT LINAK CORPORATE COUNSEL DIVISION CHAIR 3.00
Director
$0 $0 $0
HON BETTY CAPOTE-ERBEN JUDICIAL DIVISION CHAIR 5.00
Director
$0 $0 $0
MISHELL TAYLOR LATINA COMMISSION CHAIR 3.00
Director
$0 $0 $0
NATALIA SIFUENTES LAW STUDENT DIVISION CHAIR 3.00
Director
$0 $0 $0
FRANK FRANCIS LGBT DIVISION CHAIR 3.00
Director
$0 $0 $0
DAVID CASARUBIAS YOUNG LAWYER DIVISION CHAIR 3.00
Director
$0 $0 $0
CHRISTOPHER ESCOBEDO HART REGION I PRESIDENT 5.00
Director
$0 $0 $0
PATRICIA J RODRIGUEZ REGION II PRESIDENT 5.00
Director
$0 $0 $0
CESAR MARTIN ESTELA REGION III PRESIDENT 5.00
Director
$0 $0 $0
MARCOANTONIO BARNES REGION V PRESIDENT 5.00
Director
$0 $0 $0
KRISTA CONTINO SAUMBY REGION VI PRESIDENT 5.00
Director
$0 $0 $0
LOUIS F MENDEZ REGION VII PRESIDENT 5.00
Director
$0 $0 $0
FRANCES DE LA GUARDIA REGION VIII PRESIDENT 5.00
Director
$0 $0 $0
DANIEL R HERNANDEZ REGION IX PRESIDENT 5.00
Director
$0 $0 $0
MEGAN GOESER GONZALEZ REGION X PRESIDENT 5.00
Director
$0 $0 $0
ANDREA MEJIA REGION XI PRESIDENT 5.00
Director
$0 $0 $0
JUAN M ALCALA REGION XII PRESIDENT 5.00
Director
$0 $0 $0
CODY BARELA REGION XIII PRESIDENT 5.00
Director
$0 $0 $0
KRIZIA VERPLANCKE REGION XIV PRESIDENT 5.00
Director
$0 $0 $0
MARCO HENRY SANTAMARIA REGION XV PRESIDENT 5.00
Director
$0 $0 $0
ANGELICA M GONZALEZ REGION XVI PRESIDENT 5.00
Director
$0 $0 $0
JOHN YSLAS REGION XVIII PRESIDENT 5.00
Director
$0 $0 $0
ALEXANDER L ALUM REGION XIX PRESIDENT 5.00
Director
$0 $0 $0
JOE LINARES AFFLIATE DELEGATE 2.00
Director
$0 $0 $0
DEANIE HATCH AFFLIATE DELEGATE 2.00
Director
$0 $0 $0
ADRIANNE WADDELL AFFLIATE DELEGATE 2.00
Director
$0 $0 $0
SHIRLEY DIAZ AFFLIATE DELEGATE 2.00
Director
$0 $0 $0
FREDDY SAAVEDRA AFFLIATE DELEGATE 2.00
Director
$0 $0 $0
ALBA CRUZ-HACKER ED/COO 5.50
Officer
$237,017 $40,436 $277,453
ERIKA LOPEZ-TELLO DIRECTOR OF OPERATIONS 5.50
Highest
$140,129 $15,082 $155,211
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 $716,562 $441,199 $2,325,964 $275,363
2023 $410,629 $365,448 $1,896,082 $45,181
2022 $271,797 $283,002 $1,737,475 $-11,205
2021 $329,759 $121,868 $1,779,142 $207,891
2020 $244,033 $136,942 $1,530,304 $107,091
2019 $243,546 $773,247 $1,472,811 $-529,701
2018 $2,438,588 $2,080,272 $2,405,605 $358,316
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