LA UNION DEL PUEBLO ENTERO (EIN 931029197) - 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

2001

Legal Domicile

Principal Officer

TANIA CHAVEZ

Phone

9567826655

Tax Period

2023-01-01 to 2023-12-31

LA UNION DEL PUEBLO ENTERO, founded in 2001, is a community nonprofit in the Community Improvement sector that reported $3.9M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $3.3M left a modest 14% surplus.

Mission

BUILDS PUEBLO POWER BY DEVELOPING COMMUNITY LEADERS THROUGH MEMBERSHIP.

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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 $3,432,509

Program Service Revenue $453,912

Investment Income $0

Other Revenue $8,465

TOTAL REVENUE $3,894,886

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,385,861

Fundraising Expenses $92,627

Program Expenses $2,549,189

Other Expenses $944,627

TOTAL EXPENSES $3,330,488

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,894,886	$3,373,263	+0.2%
Expenses	$3,330,488	$2,669,112	+0.2%
Net Income	$564,398	$704,151	-0.2%

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

$92,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUANITA VALDEZ-COX	FORMER EXEC.	10.00		$95,627	$0	$95,627
TANIA CHAVEZ	EXECUTIVE DI	50.00	Officer	$92,800	$0	$92,800
NORMA ALDAPE	DIRECTOR	N/A	Director	$0	$0	$0
CRISTELA ALONZO	DIRECTOR	N/A	Director	$0	$0	$0
PAUL F CHAVEZ	DIRECTOR	N/A	Director	$0	$0	$0
MARIA GOMEZ	DIRECTOR	N/A	Director	$0	$0	$0
NORA LINARES-MOELLER	CHARIWOMEN	N/A	Director	$0	$0	$0
SERGIO NARVAEZ	DIRECTOR	N/A	Director	$0	$0	$0
ARTURO S RODRIGUEZ	DIRECTOR	N/A	Director	$0	$0	$0
LETICIA SANCHEZ	DIRECTOR	N/A	Director	$0	$0	$0
OLIVIA ZARATE	DIRECTOR	N/A	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	$3,894,886	$3,330,488	$6,953,689	$564,398
2022	$3,373,263	$2,669,112	$6,386,238	$704,151
2021	$4,158,568	$2,850,088	$5,952,315	$1,308,480
2020	$3,002,570	$2,637,795	$4,284,477	$364,775
2019	$2,771,436	$2,328,599	$3,889,658	$442,837
2018	$3,623,390	$2,464,362	$3,409,619	$1,159,028
2017	$2,569,231	$1,958,619	$2,232,046	$610,612

LA UNION DEL PUEBLO ENTERO