Civic Intelligence

Latinos United for a New America

EIN 46-5043077 • 501(c)3 • San Jose, CA

Profile

The mission of latinos united for a new america (luna) is to unify the latino community with the goal of significantly improving the quality of life of our families and the future of our children through advocacy and civic participation.

1692 Story RD STE 221San Jose, CA 95122

www.lunalatinosunidos.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

46th percentile

0.05x

Higher debt load relative to assets than 46% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.10x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

4th percentile

-91%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$87,517

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 17.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

7th percentile

-32%

Faster asset growth than 7% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-64%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,062,137

Down $491,853 (-32%) from 2023

Liabilities

Down

$48,255

Down $90,931 (-65%) from 2023

Net Assets

Down

$1,013,882

Down $400,922 (-28%) from 2023

Revenue

Down

$487,880

Down $867,582 (-64%) from 2023

Expenses

Up

$933,502

Up $11,304 (+1.2%) from 2023

Net Income

Down

-$445,622

Down $878,886 (-203%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2014: $1Liabilities 2014: $02014Assets 2015: $8,902Liabilities 2015: $0Net Assets 2015: $8,9022015Assets 2016: $16,842Liabilities 2016: $0Net Assets 2016: $16,8422016Assets 2017: $33,043Liabilities 2017: $0Net Assets 2017: $33,0432017Assets 2018: $48,141Liabilities 2018: $0Net Assets 2018: $48,1412018Assets 2019: $80,631Liabilities 2019: $0Net Assets 2019: $80,6312019Assets 2020: $268,467Liabilities 2020: $0Net Assets 2020: $268,4672020Assets 2021: $382,002Liabilities 2021: $25,975Net Assets 2021: $356,0272021Assets 2022: $609,190Liabilities 2022: $162,063Net Assets 2022: $447,1272022Assets 2023: $1,553,990Liabilities 2023: $139,186Net Assets 2023: $1,414,8042023Assets 2024: $1,062,137Liabilities 2024: $48,255Net Assets 2024: $1,013,8822024

Highlighted filing

2024

Assets$1,062,137
Liabilities$48,255
Net Assets$1,013,882

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $75,168Expenses 2015: $66,266Net Income 2015: $8,9022015Revenue 2016: $147,834Expenses 2016: $139,894Net Income 2016: $7,9402016Revenue 2017: $128,280Expenses 2017: $112,079Net Income 2017: $16,2012017Revenue 2018: $163,378Expenses 2018: $149,046Net Income 2018: $14,3322018Revenue 2019: $189,210Expenses 2019: $156,720Net Income 2019: $32,4902019Revenue 2020: $552,777Expenses 2020: $364,941Net Income 2020: $187,8362020Revenue 2021: $473,766Expenses 2021: $386,206Net Income 2021: $87,5602021Revenue 2022: $1,129,980Expenses 2022: $980,609Net Income 2022: $149,3712022Revenue 2023: $1,355,462Expenses 2023: $922,198Net Income 2023: $433,2642023Revenue 2024: $487,880Expenses 2024: $933,502Net Income 2024: -$445,6222024

Highlighted filing

2024

Revenue$487,880
Expenses$933,502
Net Income-$445,622

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 29, 2025
Return Version
2024v5.1
Gross Receipts
$497,929
Mission and Program Overview

Mission

Latinos united for a new america works with latino immigrants to improve the quality life for our people.

To unify the latino community with the goal of significantly improving the quality of life of our families and the future of our children through advocacy and civic participation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,046,716$749,125▼ $297,591
Pledges and Grants Receivable$507,274$313,012▼ $194,262
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net-$0-
Loans From Officers Directors-$0-
Total Assets$1,553,990$1,062,137▼ $491,853
Other Assets Total$0$0→ $0
Liabilities
Unsecured Notes Loans Payable$127,002$35,389▼ $91,613
Accounts Payable and Accrued Expenses$12,184$12,866▲ $682
Other Liabilities$0$0→ $0
Total Liabilities$139,186$48,255▼ $90,931
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,414,804$1,013,882▼ $400,922
Total Net Assets Fund Balance$1,414,804$1,013,882▼ $400,922
Total Liabilities and Net Assets / Fund Balance$1,553,990$1,062,137▼ $491,853
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jose RomeroCo-DirectorFT$76,197$11,320$87,517
Socorro MontanoCo-DirectorFT$73,458$12,189$85,647

Board Members and Trustees

NameTitle
Jorge CasasPresident
Maria GranadosVice-President
Baltazar BaronBoard Member
Brenda ZendejasBoard Member
Huascar CastroBoard Member
Ingrid GranadosBoard Member
Michelle CordovaBoard Member
Salvador BustamenteBoard Member
Delma HernandezSecretary
Alfonso MendezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$481,042
Program Service Revenue
$7,902
Investment Income
$0
Other Revenue
$-1,064
All Other Contributions
$352,542
Change in Net Assets
$-445,622
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$713,833
Other Expenses$218,169
Total Fundraising Expense$27,278
Grants and Similar Amounts Paid$1,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$416,457$6,422$15,049$437,928
Current Officers, Directors, Trustees, and Key Employees$164,356$2,194$6,614$173,164
Other Employee Benefits$41,030-$2,961$43,991
Payroll Taxes$40,145-$1,518$41,663
Occupancy-$33,868$324$34,192
Office Expenses$2,554$18,615-$21,169
Fees for Services Other$13,257$5,434$0$18,691
Pension Plan Contributions$16,275-$812$17,087
Fees for Services Accounting-$16,012-$16,012
Information Technology-$12,903-$12,903
Conferences and Meetings$7,224--$7,224
Other Expenses$2,519$4,344-$6,863
Insurance-$6,392-$6,392
Travel$2,089--$2,089
Grants to Domestic Orgs$1,500--$1,500
Fees for Services Legal$1,200--$1,200
Advertising-$364-$364
Total Functional Expenses$780,305$125,919$27,278$933,502
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$10,049
Fundraising Gross Income$8,985
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$0-
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2 Family/business relationships amongst interested persons

Maria Granados - Family relationship, Ingrid Granados - Family relationship

Form 990, Part VI, Line 6 Classes of members or stockholders

The organization has members.

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

Members of the organization elect the board of directors.

Form 990, Part VI, Line 7B Decisions requiring approval by members or stockholders

Members vote to approve organizational policies and changes to the organization's constitution.

Form 990, Part VI, Line 11B Review of form 990 by governing body

The form 990 is reviewed by a co -director of the organization before it is filed.

Form 990, Part VI, Line 19 Required documents available to the public

Documents available upon request.

Filing and Contact Details

Filer

Filer Name
Latinos United for a New America
EIN
46-5043077
Phone
4084936486
Address
1692 Story RD STE 221, San Jose, CA 95122

Signing Officer

Name
Jose Romero
Title
Co-Director
Phone
4084936486
Signed
2025-09-29
Discuss with paid preparer
Yes

Organization Details

Formed
2014
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
8
Volunteers
80

Preparer

Firm
Larson & Company PC
Address
11240 S River Heights Dr Ste 300, South Jordan, UT 84095-5123
Preparer
Richard Scoresby
Phone
8013131900
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A-4C Description of program services

(Expenses $ 337,274 including grants of $) Elevate Youth campaign: In partnership with Sunrise Middle School, LUNA organized the Wooster & 26th neighborhood residents. Community leaders supporting this campaign door-knocked on over 600 doors to establish relationships with the residents and build a base in the neighborhood that is willing to organize and take civic action against potential displacement, as the city of San Jose is planning to develop ""urban villages"" in this neighborhood. In 2024, LUNA supported restarting the neighborhood association of the community. The neighborhood association consists of homeowners, school parents, school teachers, and the City of San Jose District 3 staff. LUNA will partner with the neighborhood association so they can support the tenants who are at risk of displacement. Housing Support System: In 2024, the Housing Support System continued building the capacity of 25 community members who are part of the support system. Community members learned of the resources the City of San Jose Housing Department has to offer. Additionally, members of the support system participated in advocacy events such as presenting their concerns to the mayor and council members at budget town halls and council meetings. Lastly, the community members advocated for the Tenant Preference Policy that allows the City of San Jose to set aside a portion of units in affordable housing developments for residents who meet certain criteria and who most need affordable housing. This policy actively prevents displacement. We are proud of all of our community members who participated and grateful to Somos Mayfair for leading the efforts. Immigration: The Santa Clara County Rapid Response Network unites organizations to protect our immigrant community from deportation. The network conducted outreach to 800 immigrants in Santa Clara County to inform them of their rights and connected them with local resources.

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

PY Adjustment - 44700;

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IRS990/ProgSrvcAccomActy2Grp/Desc0American Rescue Plan Act (ARPA): LUNA conducted community outreach to inform, educate, and guide community members (tenants) about their rights and the resources the City of San Jose and other organizations provide to the most vulnerable communities impacted the hardest by COVID-19. LUNA engaged more than 4300 people through door-knocking, community events, community meetings, and house meetings. In 2024, LUNA concluded the campaign with recommendations to the City of San Jose, including: Unlawful detainer training, enforce fines towards slum landlords, hire more personnel, especially in the Code Enforcement Department, and more police patrols in the neighborhoods.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Chapters: We have channeled our hyper local power to the city and county levels. At every city council and board of supervisors meeting, crucial topics are discussed. LUNA and our leaders get involved when there is a policy that will cause a critical impact (either positively or negatively) on low-income immigrant tenants in Eastside San Jose. HCA, which owns Regional Medical Center, the only hospital on the Eastside of San Jose, announced the closure of Trauma, STEMI, and Stroke programs in August of 2024. With a coalition of local organizations, we had a victory beyond what we imagined and not only prevented cuts to services, but secured the county's investment and bought the hospital to incorporate the services into our county health system.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0Elevate Youth campaign: In partnership with Sunrise Middle School, LUNA organized the Wooster & 26th neighborhood residents. Community leaders supporting this campaign door-knocked on over 600 doors to establish relationships with the residents and build a base in the neighborhood that is willing to organize and take civic action against potential displacement, as the city of San Jose is planning to develop ""urban villages"" in this neighborhood. In 2024, LUNA supported restarting the neighborhood association of the community. The neighborhood association consists of homeowners, school parents, school teachers, and the City of San Jose District 3 staff. LUNA will partner with the neighborhood association so they can support the tenants who are at risk of displacement. Housing Support System: In 2024, the Housing Support System continued building the capacity of 25 community members who are part of the support system. Community members learned of the resources the City of San Jose Housing Department has to offer. Additionally, members of the support system participated in advocacy events such as presenting their concerns to the mayor and council members at budget town halls and council meetings. Lastly, the community members advocated for the Tenant Preference Policy that allows the City of San Jose to set aside a portion of units in affordable housing developments for residents who meet certain criteria and who most need affordable housing. This policy actively prevents displacement. We are proud of all of our community members who participated and grateful to Somos Mayfair for leading the efforts. Immigration: The Santa Clara County Rapid Response Network unites organizations to protect our immigrant community from deportation. The network conducted outreach to 800 immigrants in Santa Clara County to inform them of their rights and connected them with local resources.
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