Union Espanola De California

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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

1923

Legal Domicile

Principal Officer

Francisco Oroz President

Phone

4155875504

Tax Period

2025-01-01 to 2025-12-31

Union Espanola De California, founded in 1923, is a small nonprofit that reported $676K in total revenue in fiscal year 2025. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $560K, a strong 83% operating margin.

Mission

Fraternal organization for the benefit of members

Program Service Accomplishments

Program 1

Organization was able to foster Hispanic brotherhood and pride by sponsoring several social activities open to all of Hispanic heritage.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $675,683

TOTAL REVENUE $675,683

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $116,176

TOTAL EXPENSES $116,176

Year-over-Year Comparison

	2025	2024	Change
Revenue	$675,683	$483,703	+0.4%
Expenses	$116,176	$82,978	+0.4%
Net Income	$559,507	$400,725	+0.4%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Victoria Gangi	1st Vice President	20.00	Director	$0	$0	$0
Sandra E Kwan	2nd Vice President	5.00	Director	$0	$0	$0
Ana Silva	Secretary	5.00	Director	$0	$0	$0
Ysenia Perez	Finance Secretary	5.00	Director	$0	$0	$0
Cristian C Gomez	Director	10.00	Director	$0	$0	$0
Felix Rumayor	Director	5.00	Director	$0	$0	$0
Tony Lopez	Director	5.00	Director	$0	$0	$0
Dinah Suncin	Director	5.00	Director	$0	$0	$0
Linda Gonzales	N/A	5.00	Director	$0	$0	$0
Felipe Cerdan	President	5.00	Officer	$0	$0	$0
Francisco Oroz	Director	25.00	Officer	$0	$0	$0
Ramon Trounday	Director	20.00	Officer	$0	$0	$0
Maria Elena G Gigli	Director	5.00	Officer	$0	$0	$0
Wilko Schutzendorf	Director	5.00	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	$675,683	$116,176	$2,052,607	$559,507
2024	$483,703	$82,978	$1,766,955	$400,725
2023	$219,606	$69,144	$1,717,654	$150,462
2022	$54,408	$66,810	$1,756,880	$-12,402
2021	$687	$69,496	$1,769,282	$-68,809
2020	$17,046	$43,109	$1,788,827	$-26,063
2018	$107,394	$82,610	$1,883,365	$24,784