LULAC INSTITUTE INC

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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

1997

Legal Domicile

Principal Officer

DOMINGO GARCIA

Phone

2028336130

Tax Period

2023-01-01 to 2023-12-31

LULAC INSTITUTE INC, founded in 1997, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.8M in total revenue in fiscal year 2023. Revenue fell 53% from the prior year — a significant decline worth monitoring. Expenses of $4.9M exceeded revenue, resulting in a 78% operating deficit.

Mission

LULAC INSTITUTE, INC. WAS CREATED TO FORGE AN ECONOMIC ALLIANCE WITH CORPORATE AMERICA. THE ORGANIZATION CHANNELS PRIVATE AND FOUNDATION RESOURCES AND PROGRAMS ON THE NATIONAL, STATE, AND LOCAL LEVEL.

Program Service Accomplishments

Program 1

Expenses: $805,186 Revenue: $47,046

ANNUAL CONFERENCE: THE ORGANIZATION'S ANNUAL NATIONAL TRAINING INSTITUTE, CONFERENCE AND EXHIBITION ASSEMBLES THE LULAC MEMBERSHIP IN A WEEK LONG EVENT CONSISTING OF WORKSHOPS, EXHIBITS, BANQUETS...

ANNUAL CONFERENCE: THE ORGANIZATION'S ANNUAL NATIONAL TRAINING INSTITUTE, CONFERENCE AND EXHIBITION ASSEMBLES THE LULAC MEMBERSHIP IN A WEEK LONG EVENT CONSISTING OF WORKSHOPS, EXHIBITS, BANQUETS, ELECTION OF NATIONAL OFFICERS, AND GENERAL ASSEMBLY TO SET THE ORGANIZATION'S PRIORITIES AND ESTABLISH ITS POSITION ON ISSUES OF CRITICAL CONCERN TO THE HISPANIC COMMUNITY. THE CONVENTION INCLUDES, BUT IS NOT LIMITED TO, ISSUES CONCERNING EDUCATION, EMPLOYMENT, WOMEN'S CONCERNS, LEADERSHIP, HEALTH, SMALL BUSINESS DEVELOPMENT, AND CORPORATE RELATIONS.

Program 2

Expenses: $2,767,212 Revenue: $1,341,795

LULAC FEDERAL TRAINING INSTITUTE: THE ORGANIZATION, IN CONJUCTION WITH ITS CORPORATE PARTNERS, ESTABLISHED THIS ENTITY IN ORDER TO DEVELOP AWARENESS AND CONSEQUENCES OF HOME OWNERSHIP, HEALTH ISSUES, CIVIL RIGHTS PROJECTS, EDUCATION, AS WELL AS OTHER INITIATIVES OF IMPORTANCE AND CONCERN TO THE HISPANIC COMMUNITY.

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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 $1,178,239

Program Service Revenue $1,388,841

Investment Income $23,000

Other Revenue $173,785

TOTAL REVENUE $2,763,865

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,481,300

Fundraising Expenses $57,862

Program Expenses $3,572,398

Other Expenses $3,437,090

TOTAL EXPENSES $4,918,390

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,763,865	$5,877,281	-0.5%
Expenses	$4,918,390	$6,650,925	-0.3%
Net Income	$-2,154,525	$-773,644	+1.8%

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

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

$299,486

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA E SMITH	CHIEF FINANCIAL OFFICER	25.0	Officer	$140,387	$9,864	$192,222
JUAN MIGUEL PROANO	CHIEF EXECUTIVE OFFICER	40.0	Officer	$85,597	$0	$107,264
DOMINGO GARCIA	PRESIDENT	5.0	Officer Director	$0	$0	$0
SUMMER GONZALES	TREASURER	5.0	Officer Director	$0	$0	$0
GLORIA SASSER	SECRETARY	5.0	Officer Director	$0	$0	$0
JAMES FUKUDA	NATIONAL VP FOR NORTHEAST	5.0	Officer Director	$0	$0	$0
EULER TORRES	NATIONAL VP FOR NORTHWEST	5.0	Officer Director	$0	$0	$0
LYDIA MEDRANO	NATIONAL VP SOUTHEAST	5.0	Officer Director	$0	$0	$0
ROGER C ROCHA JR	VICE PRESIDENT	5.0	Officer Director	$0	$0	$0
REV EMMA LOZANO	NATIONAL V.P. MIDWEST	5.0	Officer Director	$0	$0	$0
JOSE BARRERA	NATIONAL VP FARWEST	5.0	Officer Director	$0	$0	$0
RAY MANCERA	NATIONAL VP SOUTHWEST	5.0	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
2024	No data	No data	No data	No data
2023	$2,763,865	$4,918,390	$4,350,539	$-2,154,525
2022	$5,877,281	$6,650,925	$5,849,441	$-773,644
2021	$5,401,271	$3,805,645	$6,596,783	$1,595,626
2020	$5,602,279	$3,481,635	$4,965,189	$2,120,644
2019	$3,941,323	$4,104,182	$2,822,677	$-162,859
2018	$3,486,153	$3,942,226	$3,153,231	$-456,073