LULAC HAVEN INC (EIN 741978518) - 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

1978

Legal Domicile

Principal Officer

Larry Dovalina

Phone

9567258522

Tax Period

2023-07-01 to 2024-06-30

LULAC HAVEN INC, founded in 1978, is a small nonprofit in the Housing & Shelter sector that reported $397K in total revenue in fiscal year 2023. The organization ran a surplus of $63K, a strong 16% operating margin.

Mission

The purpose of this entity is to provide low-cost housing for the elderly.

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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 $248,610

Program Service Revenue $146,044

Investment Income $2,376

Other Revenue $0

TOTAL REVENUE $397,030

Expense Breakdown

Grants Paid $0

Salaries & Benefits $126,543

Fundraising Expenses $0

Program Expenses $310,402

Other Expenses $207,849

TOTAL EXPENSES $334,392

Year-over-Year Comparison

	2023	2022	Change
Revenue	$397,030	$394,380	+0.0%
Expenses	$334,392	$328,011	+0.0%
Net Income	$62,638	$66,369	-0.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Larry Dovalina	President	009.00	Director	$0	$0	$0
John Peter Montalvo	Vice President	012.00	Director	$0	$0	$0
Consuelo Montalvo	Secretary	002.00	Director	$0	$0	$0
Rumaldita Dovalina	Board Member	002.00	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
2025	No data	No data	No data	No data
2024	$397,030	$334,392	$705,852	$62,638
2023	$394,380	$328,011	$729,539	$66,369
2022	$371,397	$318,406	$751,650	$52,991
2021	$370,900	$276,820	$791,805	$94,080
2020	$369,773	$299,197	$753,693	$70,576
2019	$369,588	$293,481	$757,359	$76,107

LULAC HAVEN INC