Organization of Latino Actuaries (EIN 822323567) - 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

2017

Legal Domicile

Principal Officer

Isaac Maycotte

Phone

2016152692

Tax Period

2023-01-01 to 2023-12-31

Organization of Latino Actuaries, founded in 2017, is a small nonprofit in the Human Services sector that reported $721K in total revenue in fiscal year 2023. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $301K, a strong 42% operating margin.

Mission

The Organization of Latino Actuaries (OLA) is a national non-profit organization, dedicated to increasing the number of Latino Actuaries by promoting the profession and providing guidance, mentorship and networking opportunities to its members.

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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 $720,595

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $720,595

Expense Breakdown

Grants Paid $169,875

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $340,411

Other Expenses $249,250

TOTAL EXPENSES $419,125

Year-over-Year Comparison

	2023	2022	Change
Revenue	$720,595	$419,815	+0.7%
Expenses	$419,125	$355,245	+0.2%
Net Income	$301,470	$64,570	+3.7%

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

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
Regina Kintana	President	5.00	Officer	$0	$0	$0
Jessica X Vega	President-Elect (Jan-Sep)	5.00	Officer	$0	$0	$0
Isaac Maycotte	Immediate Past President	5.00	Officer	$0	$0	$0
Alfonso Carrillo-Lundgren	Treasurer	5.00	Officer	$0	$0	$0
Enrique Schulz	Secretary	5.00	Officer	$0	$0	$0
Adelaida Campos	Director	5.00	Director	$0	$0	$0
Anji Li	Director of Pipeline Development	5.00	Director	$0	$0	$0
Manuel Guerra	Director	5.00	Director	$0	$0	$0
Anthony Lucero	Director	5.00	Director	$0	$0	$0
Romina Egan	Director	5.00	Director	$0	$0	$0
Marcela Granados	Director	5.00	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
2024	No data	No data	No data	No data
2023	$720,595	$419,125	$996,790	$301,470
2022	$419,815	$355,245	$682,554	$64,570
2020	$213,857	$101,212	$171,975	$112,645

Organization of Latino Actuaries