HOLA LAKEWAY (EIN 833606765) - 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

2018

Legal Domicile

Principal Officer

CASSANDRA K CUBERSON-ALV

Phone

8655825289

Tax Period

2023-01-01 to 2023-12-31

HOLA LAKEWAY, founded in 2018, is a small nonprofit in the Human Services sector that reported $248K in total revenue in fiscal year 2023. Revenue surged 67% from the prior year, signaling strong growth momentum.

Mission

TO FACILITATE THE INTEGRATION OF IMMIGRANT FAMILIES INTO THE FABRIC OF THE LAKEWAY COMMUNITY THROUGH EDUCATIONAL INITIATIVES AND ADVOCACY. WE STRIVE TO MEET THE NEEDS AND IMPROVE THE OVERAL QUALITY OF LIFE FOR THE IMMIGANT POPULATION IN THE LAKEWAY COMMUNITY.

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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 $246,461

Program Service Revenue $1,600

Investment Income $85

Other Revenue $201

TOTAL REVENUE $248,347

Expense Breakdown

Grants Paid $0

Salaries & Benefits $93,006

Fundraising Expenses $13,529

Program Expenses $192,238

Other Expenses $168,779

TOTAL EXPENSES $261,785

Year-over-Year Comparison

	2023	2022	Change
Revenue	$248,347	$148,618	+0.7%
Expenses	$261,785	$127,595	+1.1%
Net Income	$-13,438	$21,023	-1.6%

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

$31,200

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KC CUBERSON-ALVARADO	CHAIR	5.00	Officer Director	$0	$0	$0
WILLIE SANTANA	DIRECTOR	1.00	Director	$0	$0	$0
CHUCK CARTER	DIRECTOR	1.00	Director	$0	$0	$0
ZACKARY GREENE	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH GRISHAM	SECRETARY	1.00	Officer Director	$0	$0	$0
ANGIE AQUILERA	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE DALLMANN	DIRECTOR	1.00	Director	$0	$0	$0
CRISTINA LOPEZ	DIRECTOR	1.00	Director	$0	$0	$0
DONNA CARTER-KANIPE	DIRECTOR	1.00	Director	$0	$0	$0
MONICA GARCIA	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER SOTO	DIRECTOR	1.00	Director	$0	$0	$0
LAURA HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
BETSABE JIMENEZ	EXECUTIVE DIRECTOR	20.00	Officer	$31,200	$0	$31,200

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	$248,347	$261,785	$362,536	$-13,438
2022	$148,618	$127,595	$119,553	$21,023
2021	$112,235	$119,204	$94,513	$-6,969

HOLA LAKEWAY