LOS ALAMOS RETIRED AND SENIOR ORG (EIN 850455765) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

RAMON GARCIA

Phone

5056628920

Tax Period

2024-07-01 to 2025-06-30

LOS ALAMOS RETIRED AND SENIOR ORG, founded in 1998, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2024.

Mission

LARSO PROVIDES SERVICE, FELLOWSHIP, INSTRUCTION AND ADVOCACY FOR RETIREES AND SENIORS IN LOS ALAMOS COUNTY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,163,209

Program Service Revenue $129,575

Investment Income $12,085

Other Revenue $0

TOTAL REVENUE $1,304,869

Expense Breakdown

Grants Paid $0

Salaries & Benefits $927,445

Fundraising Expenses $0

Program Expenses $1,012,263

Other Expenses $441,369

TOTAL EXPENSES $1,368,814

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,304,869	$1,274,418	+0.0%
Expenses	$1,368,814	$1,241,761	+0.1%
Net Income	$-63,945	$32,657	-3.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEE D'ANNA	DIRECTOR	2.00	Director	$0	$0	$0
DONALD DUDZIAK	DIRECTOR	2.00	Director	$0	$0	$0
JAN DYE	VICE-PRESIDE	2.00	Officer Director	$0	$0	$0
JERRY FLEMING	SECRETARY	2.00	Officer Director	$0	$0	$0
CATHERINE FRY	TREASURER	2.00	Officer Director	$0	$0	$0
DONNA HAYNES	PRESIDENT	2.00	Officer Director	$0	$0	$0
WENDY MARCUS	DIRECTOR	2.00	Director	$0	$0	$0
RAMON GARCIA	EXECUTIVE DI	40.00	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	$1,304,869	$1,368,814	$692,873	$-63,945
2024	$1,274,418	$1,241,761	$718,119	$32,657
2023	$1,018,957	$980,227	$655,403	$38,730
2021	$903,915	$868,847	$522,657	$35,068
2021	$916,966	$862,661	$535,709	$54,305
2020	$1,066,214	$1,015,443	$489,996	$50,771
2019	$1,115,553	$1,087,087	$442,434	$28,466
2018	$1,091,792	$1,091,539	$420,349	$253

LOS ALAMOS RETIRED AND SENIOR ORG