Latin American Association of Insurance Agencies National Association Inc (EIN 591545691) - 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

1969

Legal Domicile

Phone

3054771442

Tax Period

2023-01-01 to 2023-12-31

Latin American Association of Insurance Agencies National Association Inc, founded in 1969, is a small nonprofit that reported $820K in total revenue in fiscal year 2023.

Mission

The Latin American Association of Insurance Agencies is an Association of insurance professionals whose purpose is to protect the rights of its members for the benefit of the consumer through education, information, networking, and active participation in the political environment and community 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 $816,064

Program Service Revenue $0

Investment Income $3,816

Other Revenue $0

TOTAL REVENUE $819,880

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $857,751

TOTAL EXPENSES $857,751

Year-over-Year Comparison

	2023	2022	Change
Revenue	$819,880	$777,847	+0.1%
Expenses	$857,751	$738,206	+0.2%
Net Income	$-37,871	$39,641	-2.0%

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

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
David Hand	Director	1.00	Director	$0	$0	$0
Shelby Morena	Director	1.00	Director	$0	$0	$0
Barry Sanders	Director	1.00	Director	$0	$0	$0
Rudy Valdez Diaz	Director	1.00	Director	$0	$0	$0
Jason Grodensky	Director	1.00	Director	$0	$0	$0
Maria Fisk	Director	1.00	Director	$0	$0	$0
Juan Carlos Diaz Padron	President	3.00	Officer	$0	$0	$0
Al Mendez	Vice President	3.00	Officer	$0	$0	$0
Allison Kallman	Secretary	3.00	Officer	$0	$0	$0
Hector Trujillo	Treasurer	3.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$819,880	$857,751	$511,325	$-37,871
2022	$777,847	$738,206	$395,982	$39,641
2021	$590,062	$520,983	$384,807	$69,079
2020	$91,603	$515,685	$446,470	$-424,082
2019	$819,731	$760,711	$795,716	$59,020
2018	$730,046	$686,472	$733,048	$43,574

Latin American Association of Insurance Agencies National Association Inc