The Latino Equity Advocacy and Policy Institute (EIN 823403967) - 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

Reynaldo Leon

Phone

5598515327

Tax Period

2023-07-01 to 2024-06-30

The Latino Equity Advocacy and Policy Institute, founded in 2017, is a community nonprofit in the Environment sector that reported $2.0M in total revenue in fiscal year 2023. Revenue surged 70% from the prior year, signaling strong growth momentum. Expenses of $2.3M exceeded revenue, resulting in a 16% operating deficit.

Mission

To advance local opportunities for healthy and safe living, creative community planning, development and redevelopment, public transportation as well as opportunities for environmental and ecosystem stewardship.

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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 $1,719,197

Program Service Revenue $246,678

Investment Income $2

Other Revenue $800

TOTAL REVENUE $1,966,677

Expense Breakdown

Grants Paid $4,997

Salaries & Benefits $1,405,077

Fundraising Expenses $0

Program Expenses $1,914,018

Other Expenses $873,149

TOTAL EXPENSES $2,283,223

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,966,677	$1,158,393	+0.7%
Expenses	$2,283,223	$1,024,220	+1.2%
Net Income	$-316,546	$134,173	-3.4%

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

$196,449

Total Directors

Key Employees

$163,836

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Reynaldo Leon	Executive Director	40.00	Officer	$130,000	$0	$130,000
Russel Teall	Past Officer	30.00	Key Emp	$55,418	$0	$55,418
Martin Flores	Chair	1.00	Officer	$0	$0	$0
Joe Ramirez	Treasurer	1.00	Officer	$0	$0	$0
Maricela Gutierrez	Advisory Board Member	1.00	Director	$0	$0	$0
Daniel Luna	Advisory Board Member	1.00	Director	$0	$0	$0
Federico Castillo	Secretary	1.00	Officer	$0	$0	$0
Eric Rameriz	Director of Operations	40.00	Officer	$66,449	$0	$66,449
Terrance Cox	Advisory	40.00	Key Emp	$108,418	$0	$108,418

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	$1,966,677	$2,283,223	$520,742	$-316,546
2023	$1,158,393	$1,024,220	$908,198	$134,173
2022	$677,600	$679,386	$166,765	$-1,786
2022	$677,600	$679,386	$166,765	$-1,786
2021	$267,172	$187,944	$2,018,991	$79,228

The Latino Equity Advocacy and Policy Institute