NATIONAL ASSOCIATION FOR LATINO COMMUNITY ASSET BUILDERS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ASSOCIATION FOR LATINO COMMUNITY ASSET BUILDERS (EIN 20-0774672)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-25
- IRS object ID
- 202432999349300203
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-25T01:05:10-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 SYLVAN WAY | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070543801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200774672 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ASSOCIATION FOR LATINO | BusinessNameLine1Txt |
| Business Name Line2 | COMMUNITY ASSET BUILDERS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2102271010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5404 WURZBACH RD | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78238 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARLA BILONICK | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2102271010 | PhoneNum |
| Signature | 2024-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ZACHARY SEGAL | PreparerPersonNm |
| PTIN | P01511850 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2024-10-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARLA BILONICK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5404 WURZBACH RD | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,766,864 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NALCAB.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | NALCAB STRENGTHENS THE ECONOMY BY ADVANCING ECONOMIC MOBILITY IN LATINO COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 62 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,264,457 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,411,008 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $500,357 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $870,927 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,642 | PYInvestmentIncomeAmt |
| CY Investment Income | $417,496 | CYInvestmentIncomeAmt |
| PY Other Revenue | $183,153 | PYOtherRevenueAmt |
| CY Other Revenue | $65,633 | CYOtherRevenueAmt |
| PY Total Revenue | $9,962,609 | PYTotalRevenueAmt |
| CY Total Revenue | $9,765,064 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,077,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,354,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,444,465 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,531,556 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $234,766 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,365,602 | PYOtherExpensesAmt |
| CY Other Expenses | $3,174,832 | CYOtherExpensesAmt |
| PY Total Expenses | $6,887,067 | PYTotalExpensesAmt |
| CY Total Expenses | $9,060,888 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,075,542 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $704,176 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,685,068 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,945,413 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,208,800 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,639,718 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,476,268 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,305,695 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NALCAB STRENGTHENS THE ECONOMY BY ADVANCING ECONOMIC MOBILITY IN LATINO COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,275,991 | ExpenseAmt |
| Grant | $1,321,000 | GrantAmt |
| Revenue | $234,181 | RevenueAmt |
| Desc | ORGANIZATIONAL CAPACITY BUILDING - AS A US TREASURY-CERTIFIED CDFI LENDER AND GRANTMAKER, NALCAB STRENGTHENS, COORDINATES, AND BUILDS THE SYSTEMS AND CAPACITY OF NALCAB NETWORK MEMBERS, OTHER NON-PROFITS, AND GOVERNMENT UNITS TO ADVANCE ECONOMIC MOBILITY IN PREDOMINANTLY LOW- AND MODERATE-INCOME LATINO COMMUNITIES. NALCAB CREATES CAPITAL, CAPACITY, COLLECTIVE VOICE, AND COMUNIDAD (COMMUNITY) BY INCREASING ACCESS TO GRANTS AND INVESTMENT CAPITAL; UNLOCKING ACCESS TO TECHNICAL ASSISTANCE RESOURCES; SHARING RESEARCH TO MAXIMIZE ORGANIZATIONAL EFFECTIVENESS AND RESOURCES; CREATING AND STRENGTHENING ASSET-BUILDING PRACTITIONER PEER NETWORKS; USING CULTURALLY RELEVANT TRAINING TO DEVELOP LEADERS IN THE ASSET-BUILDING FIELD; AND DEVELOPING A STRATEGIC NATIONAL VOICE FOR MORE THAN 195 ORGANIZATIONS AND THE COMMUNITIES THEY SERVE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $434,180 | ExpenseAmt |
| Grant | $33,500 | GrantAmt |
| Desc | POLICY ADVOCACY AND FIELD-BUILDING - THE POLICY ADVOCACY AND FIELD- BUILDING PROGRAM PROVIDES MEMBERS AND DECISION-MAKERS WITH RESEARCH, POLICY EDUCATION, AND ADVOCACY EFFORTS TO INFLUENCE PRIVATE, PHILANTHROPIC, AND GOVERNMENTAL INVESTORS TO RESPONSIBLY MEET THE ASSET-BUILDING NEEDS AND OPPORTUNITIES IN LOW AND MODERATE- NCOME COMMUNITIES. WITH NALCAB'S SUPPORT AND THE BENEFIT OF THE COLLECTIVE NALCAB NETWORK, MEMBERS MAY DEVELOP AND ADVOCATE FOR POLICY STRATEGIES THAT SERVE THEIR COMMUNITIES AT THE LOCAL, STATE, AND FEDERAL LEVELS. NALCAB HAS PUBLISHED NUMEROUS REPORTS ON SMALL BUSINESS LENDING IN LATINO COMMUNITIES, HOUSING VULNERABILITY AND GENTRIFICATION, AND PLACE-BASED ECONOMIC DEVELOPMENT. THE POLICY ADVOCACY AND FIELD-BUILDING PROGRAM ADVOCATES FOR CDFIS, POTENTIAL CDFIS, AND OTHER LENDERS TO BETTER MEET THE NEEDS OF THE COMMUNITIES THEY SERVE. NALCAB PARTNERS WITH COMMUNITY DEVELOPERS AND IMPACT INVESTORS TO ADVANCE THE ASSET-BUILDING FIELD. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $737,097 | ExpenseAmt |
| Revenue | $495,372 | RevenueAmt |
| Desc | LENDING AND ASSET MANAGEMENT - A US TREASURY-CERTIFIED CDFI AND INTERMEDIARY LENDER, NALCAB EMPOWERS ITS MEMBERS WITH CULTURALLY RELEVANT PRODUCTS AND SERVICES TO ADVANCE ECONOMIC MOBILITY IN PREDOMINANTLY LATINO LOWAND- MODERATE INCOME COMMUNITIES LACKING ADEQUATE ACCESS TO CAPITAL. NALCAB'S PRODUCTS PROVIDE MEMBERS WITH CAPITAL, LIQUIDITY, AND SCALE TO BUILD AFFORDABLE HOUSING, LEND TO SMALL BUSINESSES, AND STRENGTHEN FAMILY FINANCIAL CAPABILITY. NALCAB OFFERS COMMERCIAL REAL ESTATE LOANS, SMALL BUSINESS LOAN CAPITAL, AFFORDABLE HOUSING PROJECT LOANS, SMALL BUSINESS LOAN PARTICIPATION FINANCING, AND LOAN GUARANTEES. CAPITAL FOR LENDING COMES FROM REVENUES, CASH RESERVES, PRIVATE PHILANTHROPIES, BANK LOANS, THE CDFI FUND, AND US HUD, INCLUDING FOR RURAL CAPACITY BUILDING. ESCALERA COMMUNITY INVESTMENTS, LLC (ESCALERA), AN ASSET MANAGEMENT COMPANY OWNED BY NALCAB, MANAGES THE NALCAB CATALYST FUND I, LLC (THE CATALYST FUND), A REAL ESTATE-FOCUSED SOCIAL IMPACT FUND ESTABLISHED TO PRESERVE AND PRODUCE HOUSING OPPORTUNITIES AFFORDABLE TO LOW-INCOME AND MINORITY INDIVIDUALS. THE CATALYST FUND TARGETS AND OPERATES INVESTMENTS IN SINGLE-AND MULTIFAMILY PROJECTS THAT PROVIDE HOUSEHOLDS WITH ACCESS TO EMPLOYMENT, QUALITY EDUCATION, AND HEALTHCARE RESOURCES, ALL ESSENTIAL FACTORS FOR ADVANCING ECONOMIC MOBILITY. ESCALERA ALSO MANAGES THE ACCESO LOAN FUND, LLC (ACCESO), A NATIONAL SMALL BUSINESS LOAN FUND THAT SUPPORTS GROWTH-ORIENTED LENDING TO MINORITY-OWNED BUSINESSES NATIONWIDE THROUGH A NETWORK OF LATINO-LED NON-PROFIT BUSINESS LENDERS. ACCESO HELPS DIVERSE ENTREPRENEURS IN UNDERSERVED MINORITY COMMUNITIES SCALE THEIR BUSINESSES TO INCREASE REVENUE, PROVIDE MORE JOBS, AND STRENGTHEN THE ECONOMY. NALCAB AND ELEVEN NALCAB-NETWORK CDFIS ARE EQUAL CO-OWNERS OF ACCESO. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $89,855 | ExpenseAmt |
| Revenue | $189,997 | RevenueAmt |
| Desc | MEMBERSHIP - MEMBERSHIP COMPRISES NALCAB'S OVERALL MEMBER RECRUITMENT, OUTREACH, DUES COLLECTION, AND STEWARDSHIP ACTIVITIES. MEMBERSHIP ACTIVITIES CAN INCLUDE TECHNICAL ASSISTANCE OR TROUBLESHOOTING PROVIDED BY THE NALCAB TEAM THAT IS OUTSIDE OF A PROGRAMMATIC OR GRANTEE ENGAGEMENT. OTHER COSTS INCLUDED IN MEMBERSHIP ARE THE CLIENT RELATIONSHIP MANAGEMENT SOFTWARE AND THE REGIONAL ENGAGEMENTS WITH SUBSETS OF MEMBERS THAT ARE LOCATED IN THE SAME CITY, STATE, OR REGION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $89,855 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $189,997 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,537,123 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 64 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 62 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLGA NELLY ROJAS-MORENO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2102271010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5404 WURZBACH RD | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78238 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BEA STOTZER | |||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| FERNANDO LEMOS | |||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| HENRY JIMENEZ | |||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| JANIE BARRERA | |||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| LINDSEY NAVARRO | |||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| LUIS GRANADOS | |||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| MILEYKA BURGOS | |||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| PEDRO RAMOS | |||||||
| TREASURER | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PEDRO ZAMORA | |||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| RAFAEL TORRES | |||||||
| SECRETARY | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RAUL RAYMUNDO | |||||||
| CHAIR | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROSE GARCIA | |||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| RUBY AZURIDA-LEE | |||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| SHELLY MARQUEZ | |||||||
| VICE CHAIR | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CELINA GOMEZ | |||||||
| INTERIM CHIEF FINANCIAL OFFICER | 40.00 | $155,896 | $0 | $28,215 | Yes (X) | ||
| FERNANDO GARCIA | |||||||
| CHIEF FINANCIAL OFFICER (UNTIL 5/23) | 40.00 | $99,135 | $0 | $11,246 | Yes (X) | ||
| LEVAR MARTIN | |||||||
| EXECUTIVE VP & CHIEF STRATERGY OFFIC | 40.00 | $192,477 | $0 | $32,726 | Yes (X) | ||
| MARLA BILONICK | |||||||
| PRESIDENT & CEO | 40.00 | $279,444 | $0 | $15,623 | Yes (X) | ||
| ALEJANDRA AMAROLI | |||||||
| DIRECTOR OF RESOURCE DEVELOPMENT | 40.00 | $117,768 | $0 | $26,483 | Yes (X) | ||
| CLARINDA LANDEROS | |||||||
| DIRECTOR OF PUBLIC POLICY | 40.00 | $113,022 | $0 | $3,391 | Yes (X) | ||
| HOLLY L FRINDELL | |||||||
| CHIEF PROGRAM OFFICER | 40.00 | $135,349 | $0 | $21,430 | Yes (X) | ||
| JOSE EFRAIN GARCIA | |||||||
| CHIEF LENDING & ASSET MANAGEMENT OFF | 40.00 | $117,039 | $0 | $37,708 | Yes (X) | ||
| LUIS ESPINOSA SAYAN | |||||||
| DIRECTOR OF LENDING | 40.00 | $126,680 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,336,810 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $176,822 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARAH FOSSE | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1317 DECATUR ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | TECHNICAL ASSISTANCE | ServicesDesc |
| Compensation | $111,251 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,945,508 | GovernmentGrantsAmt |
| All Other Contributions | $5,465,500 | AllOtherContributionsAmt |
| Total Contributions | $8,411,008 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| LOAN INEREST INCOME | 522292 | $421,693 | $421,693 |
| MEMBERSHIP DUES | 611430 | $189,997 | $189,997 |
| REGISTRATION FEES | 611430 | $139,481 | $139,481 |
| FELLOWSHIP TUITION | 611430 | $76,000 | $76,000 |
| MANAGEMENT FEE | 531390 | $25,056 | $25,056 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,700 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,700 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $870,927 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $417,496 | TotalRevenueColumnAmt |
| Exclusion | $417,496 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,810 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,800 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $17,010 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,010 | TotalRevenueColumnAmt |
| Exclusion | $17,010 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME-ALF | 900099 | $39,853 | $39,853 |
| PARTNERSHIP INCOME -NN | 900099 | $7,224 | $7,224 |
| PARTNERSHIP INCOME- NC | 900099 | $1,546 | $1,546 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $48,623 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,765,064 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $919,550 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $434,506 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,336,500 | TotalAmt |
| Program Services | $1,336,500 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,000 | TotalAmt |
| Program Services | $18,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $814,762 | TotalAmt |
| Program Services | $501,191 | ProgramServicesAmt |
| Management And General | $279,608 | ManagementAndGeneralAmt |
| Fundraising | $33,963 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,918,835 | TotalAmt |
| Program Services | $1,795,482 | ProgramServicesAmt |
| Management And General | $1,001,680 | ManagementAndGeneralAmt |
| Fundraising | $121,673 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,322 | TotalAmt |
| Program Services | $46,948 | ProgramServicesAmt |
| Management And General | $26,192 | ManagementAndGeneralAmt |
| Fundraising | $3,182 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,822 | TotalAmt |
| Program Services | $260,708 | ProgramServicesAmt |
| Management And General | $145,447 | ManagementAndGeneralAmt |
| Fundraising | $17,667 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,815 | TotalAmt |
| Program Services | $183,197 | ProgramServicesAmt |
| Management And General | $102,204 | ManagementAndGeneralAmt |
| Fundraising | $12,414 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,950 | TotalAmt |
| Management And General | $12,950 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,802 | TotalAmt |
| Management And General | $59,802 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,195 | TotalAmt |
| Management And General | $9,195 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,373,855 | TotalAmt |
| Program Services | $1,027,175 | ProgramServicesAmt |
| Management And General | $344,700 | ManagementAndGeneralAmt |
| Fundraising | $1,980 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,745 | TotalAmt |
| Program Services | $450 | ProgramServicesAmt |
| Management And General | $5,295 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,980 | TotalAmt |
| Program Services | $103,531 | ProgramServicesAmt |
| Management And General | $34,206 | ManagementAndGeneralAmt |
| Fundraising | $5,243 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,341 | TotalAmt |
| Program Services | $127,979 | ProgramServicesAmt |
| Management And General | $54,662 | ManagementAndGeneralAmt |
| Fundraising | $9,700 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,907 | TotalAmt |
| Program Services | $106,648 | ProgramServicesAmt |
| Management And General | $42,837 | ManagementAndGeneralAmt |
| Fundraising | $5,422 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,349 | TotalAmt |
| Program Services | $278,277 | ProgramServicesAmt |
| Management And General | $47,528 | ManagementAndGeneralAmt |
| Fundraising | $10,544 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,291 | TotalAmt |
| Program Services | $431,332 | ProgramServicesAmt |
| Management And General | $26,599 | ManagementAndGeneralAmt |
| Fundraising | $360 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,870 | TotalAmt |
| Program Services | $185,437 | ProgramServicesAmt |
| Management And General | $386 | ManagementAndGeneralAmt |
| Fundraising | $47 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,125 | TotalAmt |
| Program Services | $27,758 | ProgramServicesAmt |
| Management And General | $15,486 | ManagementAndGeneralAmt |
| Fundraising | $1,881 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,416 | TotalAmt |
| Program Services | $5,177 | ProgramServicesAmt |
| Management And General | $2,888 | ManagementAndGeneralAmt |
| Fundraising | $351 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STAFF TRAINING AND DEVE | $119,735 | $32,062 | $77,334 | $10,339 |
| BAD DEBTS EXPENSES | $69,271 | $69,271 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,060,888 | TotalAmt |
| Program Services | $6,537,123 | ProgramServicesAmt |
| Management And General | $2,288,999 | ManagementAndGeneralAmt |
| Fundraising | $234,766 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,758,258 | BOYAmt |
| EOY | $2,725,956 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,416,397 | BOYAmt |
| EOY | $8,234,948 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,665,000 | BOYAmt |
| EOY | $1,915,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $485,380 | BOYAmt |
| EOY | $1,174,138 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,512,144 | BOYAmt |
| EOY | $14,781,586 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $480 | BOYAmt |
| EOY | $43,238 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,551,553 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $469,637 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,293,682 | BOYAmt |
| EOY | $1,081,916 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,008,069 | BOYAmt |
| EOY | $1,741,626 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,086,942 | BOYAmt |
| EOY | $2,135,567 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $111,438 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458,716 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,685,068 | BOYAmt |
| EOY | $33,945,413 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $411,553 | BOYAmt |
| EOY | $353,181 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $800,000 | BOYAmt |
| EOY | $210,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,772 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $832,247 | BOYAmt |
| EOY | $782,150 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,165,000 | BOYAmt |
| EOY | $14,165,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $127,615 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,208,800 | BOYAmt |
| EOY | $15,639,718 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,140,319 | BOYAmt |
| EOY | $8,319,221 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,335,949 | BOYAmt |
| EOY | $9,986,474 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,476,268 | BOYAmt |
| EOY | $18,305,695 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,685,068 | BOYAmt |
| EOY | $33,945,413 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $704,176 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $45,251 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $80,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,079,723 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,701,312 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,054,480 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,264,457 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,411,008 | CurrentTaxYearAmt |
| Total | $54,510,980 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,079,723 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,701,312 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,054,480 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,264,457 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,411,008 | CurrentTaxYearAmt |
| Total | $54,510,980 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $24,767,248 | SubstantialContributorsTotAmt |
| Public Support Total170 | $29,743,732 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,351 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,199 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,477 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,922 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $436,306 | CurrentTaxYearAmt |
| Total | $491,255 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,840 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,423 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,601 | CurrentTaxYearMinus2YearsAmt |
| Total | $66,864 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,963 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $154 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $164,847 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,623 | CurrentTaxYearAmt |
| Total | $260,587 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $55,329,686 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,482,506 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.53760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48580 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | INCOME LOSS FROM NNI LLC - 2019 AMOUNT: $ 49,646. 2022 AMOUNT: $ 145,327. 2023 AMOUNT: $ 7,224. INCOME LOSS FROM NCF I LLC - 2019 AMOUNT: $ 4,158. 2022 AMOUNT: $ 14,489. 2023 AMOUNT: $ 1,546. PARTNERSHIP INCOME-ALF - 2019 AMOUNT: $ -6,841. 2022 AMOUNT: $ 2,781. 2023 AMOUNT: $ 39,853. OTHER INCOME - 2021 AMOUNT: $ 154. 2022 AMOUNT: $ 2,250. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $491 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $491 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | NALCAB'S ANNUAL CONGRESSIONAL ADVOCACY DAY IS AN OPPORTUNITY FOR OUR MEMBERS TO COMMUNICATE THE POLICY PRIORITIES OF OUR NETWORK TO THEIR REPRESENTATIVES IN CONGRESS. WE TARGETED POLICYMAKERS AND KEY CONGRESSIONAL COMMITTEES THAT IMPACT THE WORK OF OUR MEMBERS. MOST OF THE MEETINGS ARE STRICTLY ADVOCACY - THE $491 ACCOUNTS FOR THE SHORT TIME SPENT WHEN CONVERSATIONS INCLUDED SUPPORT FOR OR OPPOSITION TO SPECIFIC LEGISLATION I.E. LOBBYING. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $280,000 | OtherCostOrOtherBasisAmt |
| Book Value | $280,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,048,374 | OtherCostOrOtherBasisAmt |
| Depreciation | $293,792 | DepreciationAmt |
| Book Value | $754,582 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $223,179 | OtherCostOrOtherBasisAmt |
| Depreciation | $175,845 | DepreciationAmt |
| Book Value | $47,334 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,081,916 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITY INVESTMENT IN NALCAB NETWORK INVESTORS, LLC | $1,082,979 | C |
| EQUITY INVESTMENT IN NALCAB CATALYST FUND I, LLC | $187,906 | C |
| EQUITY INVESTMENT IN ACCESO LOAN FUND, LLC | $864,682 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $2,135,567 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $127,615 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $127,615 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,812,115 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $45,251 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,800 | OtherRevenueAmt |
| Revenue Not Reported | $47,051 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,765,064 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,765,064 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,062,688 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,800 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,800 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,060,888 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,060,888 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | NALCAB CATALYST FUND I, LLC, NALCAB NETWORK INVESTORS, LLC, AND ACCESO LOAN FUND, LLC, ARE LIMITED LIABILITY COMPANIES THAT HAVE ELECTED TO BE TREATED AS PARTNERSHIPS FOR FEDERAL INCOME TAX PURPOSES, AND ALL TAXABLE INCOME AND LOSSES ARE ALLOCATED TO THE PARTNERS. NALCAB QUALIFIES AS AN ORGANIZATION FORMED FOR CHARITABLE PURPOSES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND, THEREFORE, IS NOT SUBJECT TO INCOME TAX. CERTAIN UNRELATED BUSINESS INCOME, AS DEFINED IN THE IRC, IS SUBJECT TO FEDERAL INCOME TAX. FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, NALCAB HAD UNRELATED BUSINESS INCOME OF $15,510 AND $18,306, RESPECTIVELY. THESE CONSOLIDATED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES, AND NALCAB HAS NO OTHER TAX POSITIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE. INCOME TAX RETURNS FILED BY NALCAB ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE, TAX YEARS SINCE 2020 REMAIN OPEN. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 1,800. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 1,800. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (30 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN INDIANS IN TEXAS AT THE SPANISH COLONIAL MISSIONS | |||||||||
| 1616 E COMMERCE STREET | SAN ANTONIO | TX | 78205 | 742717029 | 501(C)(3) | $40,000 | $0 | FINANCIAL CAPABILITY | |
| BRANCHES INC | |||||||||
| 11500 NW 12TH AVENUE | MIAMI | FL | 33168 | 650716969 | 501(C)(3) | $36,000 | $0 | FINANCIAL CAPABILITY | |
| CAROLINA SMALL BUSINESS DEVELOPMENT FUND | |||||||||
| 3128 HIGHWOODS BLVD SUITE 170 | RALEIGH | NC | 27604 | 581903219 | 501(C)(3) | $15,000 | $0 | SMALL BUSINESS | |
| COMMON WEALTH ASSOCIATES INC | |||||||||
| 5301 WILKINSON BLVD | CHARLOTTE | NC | 28208 | 300842673 | 501(C)(3) | $35,000 | $0 | FINANCIAL CAPABILITY | |
| CONEXION AMERICAS | |||||||||
| 2195 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | 621715618 | 501(C)(3) | $35,000 | $0 | FINANCIAL CAPABILITY | |
| CULTURINGUA | |||||||||
| 8920 JOHN BARRETT DRIVE | SAN ANTONIO | TX | 78240 | 841940407 | 501(C)(3) | $45,000 | $0 | FINANCIAL CAPABILITY/SMALL BUSINESS | |
| DARK MOUNTAIN DEVELOPMENT | |||||||||
| 376 S STONE AVE | TUCSON | AZ | 85701 | 861017490 | 501(C)(3) | $35,000 | $0 | FINANCIAL CAPABILITY | |
| DORCHESTER BAY ECONOMIC DEVELOPMENT CORPORATION | |||||||||
| 594 COLUMBIA ROAD SUITE 302 | DORCHESTER | MA | 02125 | 042681632 | 501(C)(3) | $70,000 | $0 | SMALL BUSINESS | |
| EASTMONT COMMUNITY CENTER | |||||||||
| 701 HOEFNER AVE | LOS ANGELES | CA | 90022 | 956221642 | 501(C)(3) | $35,000 | $0 | FINANCIAL CAPABILITY | |
| ENTERPRISING LATINAS INC | |||||||||
| PO BOX 1928 5128 STATE ROAD 674 | WIMAUMA | FL | 33598 | 271247381 | 501(C)(3) | $40,000 | $0 | FINANCIAL CAPABILITY/SMALL BUSINESS | |
| FIFTH AVENUE COMMITTEE INC | |||||||||
| 621 DEGRAW STREET | BROOKLYN | NY | 11217 | 112475743 | 501(C)(3) | $40,000 | $0 | EQUITABLE NEIGHBORHOOD DEVELOPMENT/FINANCIAL CAPABILITY | |
| FRESNO COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION | |||||||||
| 1920 MARIPOSA MALL STE 330 | FRESNO | CA | 93721 | 261177785 | 501(C)(3) | $20,000 | $0 | SMALL BUSINESS | |
| GREENLINE ACCESS CAPITAL | |||||||||
| 3525 I STREET UNIT 111 MAKEN | PHILADELPHIA | PA | 19134 | 872852513 | 501(C)(3) | $75,000 | $0 | SMALL BUSINESS | STUDIOS NORTH |
| HISPANIC ECONOMIC DEVELOPMENT CORPORATION | |||||||||
| 1722 HOLLY STREET | KANSAS CITY | MO | 64108 | 431654693 | 501(C)(3) | $47,000 | $0 | SMALL BUSINESS/FINANCIAL CAPABILITY | |
| HISPANIC INTEREST COALITION OF ALABAMA | |||||||||
| 117 SOUTHCREST DRIVE | BIRMINGHAM | AL | 35209 | 631225764 | 501(C)(3) | $98,000 | $0 | SMALL BUSINESS/FINANCIAL CAPABILITY | |
| HOUSING CONNECT FUND | |||||||||
| 3595 SOUTH MAIN STREET | SALT LAKE CITY | UT | 84115 | 843929104 | 501(C)(3) | $35,000 | $0 | FINANCIAL CAPABILITY | |
| JAMAICA PLAIN NEIGHBORHOOD DEVELOPMENT CORPORATION | |||||||||
| 31 GERMANIA STREET | JAMAICA PLAIN | MA | 02130 | 042652919 | 501(C)(3) | $35,000 | $0 | FINANCIAL CAPABILITY | |
| LA FUERZA UNIDA COMMUNITY DEVELOPMENT CORPORATION | |||||||||
| 34 MUTTONTOWN LANE | EAST NORWICH | NY | 11732 | 113613094 | 501(C)(3) | $82,500 | $0 | SMALL BUSINESS | |
| LAREDO-WEBB NEIGHBORHOOD HOUSING SERVICES INC | |||||||||
| 216 BOB BULLOCK LOOP | LAREDO | TX | 78043 | 742611475 | 501(C)(3) | $10,000 | $0 | SMALL BUSINESS | |
| LATIN AMERICAN ASSOCIATION | |||||||||
| 2750 BUFORD HWY NE | ATLANTA | GA | 30324 | 581237316 | 501(C)(3) | $40,000 | $0 | SMALL BUSINESS/FINANCIAL CAPABILITY | |
| LATINO ECONOMIC DEVELOPMENT CORPORATION | |||||||||
| 1401 COLUMBIA RD NW UNIT C-1 | WASHINGTON | DC | 20009 | 521749216 | 501(C)(3) | $70,000 | $0 | SMALL BUSINESS | |
| LIFTFUND INC | |||||||||
| 2014 S HACKBERRY STREET | SAN ANTONIO | TX | 78210 | 742712770 | 501(C)(3) | $40,000 | $0 | FINANCIAL CAPABILITY | |
| MAESTRO LEADERSHIP FOUNDATION | |||||||||
| 1811 S LAREDO STREET | SAN ANTONIO | TX | 78207 | 811238315 | 501(C)(3) | $40,000 | $0 | FINANCIAL CAPABILITY | |
| RURAL DEVELOPMENT INITIATIVES INC | |||||||||
| 91017 S WILLAMETTE STREET | COBURG | OR | 97408 | 931073746 | 501(C)(3) | $35,000 | $0 | FINANCIAL CAPABILITY | |
| SEATTLE ECONOMIC DEVELOPMENT FUND | |||||||||
| 12720 GATEWAY DR S SUITE 207 | TUKWILA | WA | 98168 | 911764008 | 501(C)(3) | $15,000 | $0 | SMALL BUSINESS | |
| ST MARY'S UNIVERSITY | |||||||||
| ONE CAMINO SANTA MARIA | SAN ANTONIO | TX | 78228 | 741143128 | 501(C)(3) | $15,000 | $0 | EQUITABLE NEIGHBORHOOD DEVELOPMENT | |
| TMC COMMUNITY CAPITAL | |||||||||
| 1611 TELEGRAPH AVE SUITE 504 | OAKLAND | CA | 94612 | 825204018 | 501(C)(3) | $70,000 | $0 | SMALL BUSINESS | |
| VENTURES | |||||||||
| PO BOX 2375 | WATSONVILLE | CA | 95077 | 770247648 | 501(C)(3) | $47,000 | $0 | FINANCIAL CAPABILITY | |
| WOMEN'S ECONOMIC VENTURES | |||||||||
| 333 S SALINAS STREET | SANTA BARBARA | CA | 93103 | 953674624 | 501(C)(3) | $17,500 | $0 | SMALL BUSINESS | |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION | |||||||||
| 503 CASTROVILLE RD | SAN ANTONIO | TX | 78237 | 741143135 | 501(C)(3) | $40,000 | $0 | FINANCIAL CAPABILITY | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 30 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS-POLICY SUMMIT | GrantTypeTxt |
| Recipient | 18 | RecipientCnt |
| Cash Grant | $18,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE MONITORING PROCESS STARTS WITH A SUBGRANT AGREEMENT WHICH DOCUMENTS HOW THE FUNDS SHOULD BE USED, INCLUDING REPORTING REQUIREMENTS AND DEADLINES. THE MONITORING PROCESS MAY ALSO INCLUDE MONTHLY CALLS WITH SUBGRANTEES AND SITE VISITS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARLA BILONICK | ||||||||||||||
| PRESIDENT & CEO | $279,444 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $15,623 | $0 | $295,067 | $0 | $0 | $0 |
| LEVAR MARTIN | ||||||||||||||
| EXECUTIVE VP & CHIEF STRATERGY OFFIC | $184,477 | $0 | $8,000 | $0 | $0 | $0 | $9,900 | $0 | $22,826 | $0 | $225,203 | $0 | $0 | $0 |
| CELINA GOMEZ | ||||||||||||||
| INTERIM CHIEF FINANCIAL OFFICER | $150,646 | $0 | $5,250 | $0 | $0 | $0 | $7,916 | $0 | $20,299 | $0 | $184,111 | $0 | $0 | $0 |
| HOLLY L FRINDELL | ||||||||||||||
| CHIEF PROGRAM OFFICER | $130,274 | $0 | $5,075 | $0 | $0 | $0 | $2,250 | $0 | $19,180 | $0 | $156,779 | $0 | $0 | $0 |
| JOSE EFRAIN GARCIA | ||||||||||||||
| CHIEF LENDING & ASSET MANAGEMENT OFF | $113,763 | $0 | $3,276 | $0 | $0 | $0 | $5,000 | $0 | $32,708 | $0 | $154,747 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | FERNANDO GARCIA RECEIVED A SEVERANCE PAYMENT OF $42,323. |
| PART I, LINE 7 | ALL BONUSES ARE BASED ON PERFORMANCE, ONLY THE PRESIDENT/CEO (MARLA) REQUIRES BOARD APPROVAL. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COMPLETE COPY OF THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE PRESIDENT & CEO AND THE CHIEF FINANCIAL OFFICER AND PROVIDED TO EACH MEMBER OF THE GOVERNING BOARD OF DIRECTORS. ANY QUESTIONS OR CONCERNS ARE ADDRESSED PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE PROVIDED WITH THE CONFLICT OF INTEREST POLICY. POTENTIAL CONFLICTS ARE BROUGHT TO THE BOARD FOR REVIEW. PERSONS WITH THE CONFLICT MAY NOT PARTICIPATE IN DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED BY THE BOARD OF DIRECTORS' EXECUTIVE COMPENSATION COMMITTEE WHO RECOMMEND THE COMPENSATION PACKAGE TO THE FULL BOARD FOR THEIR VOTE AND APPROVAL. THE COMMITTEE'S RECOMMENDATION IS BASED UPON INFORMATION PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT, INCLUDING DATA FROM MULTIPLE EXECUTIVE COMPENSATION SURVEYS, AS WELL AS THEIR KNOWLEDGE OF COMPARABLE COMPENSATION ARRANGEMENTS. DECISIONS ARE DOCUMENTED IN THE MINUTES OF THE BOARD OF DIRECTORS' MEETINGS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON ITS WEBSITE. THE FORM 990 IS ALSO LISTED AT WWW.GUIDESTAR.ORG |
| FORM 990, PART IX, LINE 11G | OTHER FEES: PROGRAM SERVICE EXPENSES 1,027,175. MANAGEMENT AND GENERAL EXPENSES 344,700. FUNDRAISING EXPENSES 1,980. TOTAL EXPENSES 1,373,855. |
| FORM 990, PART XI, LINE 9: | RETURN OF GRANT AWARD 80,000. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESCALERA COMMUNITY INVESTMENTS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5404 WURZBACH RD | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383992870 | EIN |
| Primary Activities | FUND AND ASSET MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $30,784 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NALCAB | BusinessNameLine1Txt |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NALCAB CATALYST FUND I LLC | |||||||||||||
| 5404 WURZBACH RD | SAN ANTONIO | TX | 78238 | 384008906 | AFFORDABLE HOUSING REAL ESTATE | DE | ESCALERA COMM | RELATED | $1,481 | $610,017 | Yes (1) | Yes (1) | 0.33070 |
| ACCESO LOAN FUND LLC | |||||||||||||
| 5404 WURZBACH RD | SAN ANTONIO | TX | 78238 | 843121538 | SMALL BUSINESS LENDING | DE | ESCALERA COMM | RELATED | $39,397 | $872,722 | 0 | Yes (1) | 0.08340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments