LOS ISLENOS HERITAGE AND CULTURAL SOCIETY (EIN 720993317) - 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

1975

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

LOS ISLENOS HERITAGE AND CULTURAL SOCIETY, founded in 1975, is a small nonprofit in the Human Services sector that reported $243K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $91K, a strong 38% operating margin.

Mission

TO PROMOTE AND SPONSOR THE HERITAGE OF THE LOS ISLENOS CULTURE.

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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 $18,518

Program Service Revenue $198,015

Investment Income $0

Other Revenue $26,444

TOTAL REVENUE $242,977

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $134,673

Other Expenses $149,851

TOTAL EXPENSES $151,851

Year-over-Year Comparison

	2023	2022	Change
Revenue	$242,977	$216,654	+0.1%
Expenses	$151,851	$139,021	+0.1%
Net Income	$91,126	$77,633	+0.2%

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

N/A

Employees

N/A

Volunteers

200

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	Role	Reportable Comp	Other Comp	Total
MELANIE KOONS	DIRECTOR	Director	$0	$0	$0
KATHY SERPAS ZIEGLER	DIRECTOR	Director	$0	$0	$0
CATHERINE SERPAS	DIRECTOR	Director	$0	$0	$0
BEN CROWE	DIRECTOR	Director	$0	$0	$0
JIMMY FAUST	DIRECTOR	Director	$0	$0	$0
GLEN MENESSES	DIRECTOR	Director	$0	$0	$0
JANICE CRESPO SMITH	Vice President	Officer	$0	$0	$0
LENA TORRES NUNEZ	PRESIDENT	Officer	$0	$0	$0
WILLIAM DE MARIGNY HYLAND	Secretary	Officer	$0	$0	$0
JERRY ESTOPINAL	HISTORIAN	Officer	$0	$0	$0
CARRIE MENESSESS BERNAL	TREASURER	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	$242,977	$151,851	$794,138	$91,126
2022	$216,654	$139,021	$705,503	$77,633
2021	$55,606	$75,908	$623,477	$-20,302
2020	$166,220	$125,437	$649,863	$40,783
2019	$158,259	$154,880	$608,138	$3,379
2018	$156,776	$146,342	$602,394	$10,434

LOS ISLENOS HERITAGE AND CULTURAL SOCIETY