2022-11-15T15:44:28-06:00 2021-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2021-01-01 521114225 CONGRESSIONAL HISPANIC CAUCUS INSTITUTE INC CONG 2025431771 1128 16TH STREEET NW WASHINGTON DC 20036 MARCO A DAVIS PRESIDENT AND CEO 2025431771 2022-11-15 1 MARCO DAVIS 999009999 STEVEN C DARR CPA CMA P01324904 2023319880 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z CHCI MARCO A DAVIS 1128 16TH STREEET NW WASHINGTON DC 20036 12169300 0 X WWW.CHCI.ORG X 1978 DC CHCI'S MISSION IS TO DEVELOP THE NEXT GENERATION OF LATINO LEADERS BY PROVIDING PAID CONGRESSIONAL INTERNSHIPS AND FELLOWSHIPS, LEADERSHIP DEVELOPMENT AND CURRICULUM AND MENTORING. 22 22 148 0 0 0 4751788 5542159 4066883 4297322 218075 413780 -603959 -600517 8432787 9652744 44095 64206 0 0 3605574 3836523 0 0 355821 2209633 2591583 5859302 6492312 2573485 3160432 21807303 24437855 2242897 1553523 19564406 22884332 X CHCI'S MISSION IS TO DEVELOP THE NEXT GENERATION OF LATINO LEADERS BY PROVIDING PAID CONGRESSIONAL INTERNSHIPS, FELLOWSHIPS, LEADERSHIP DEVELOPMENT CURRICULUM AND MENTORING. 0 0 1154934 PUBLIC POLICY AND GRADUATE FELLOWSHIP PROGRAMS: THESE PROGRAMS OFFER ON AVERAGE 17 TALENTED, YOUNG LATINOS A YEAR, WHO HAVE EARNED THEIR BACHELOR'S OR MASTER'S DEGREES RESPECTIVELY, THE OPPORTUNITY TO PARTICIPATE IN A NINE MONTH PUBLIC POLICY FELLOWSHIP ON CAPITOL HILL IN A CONGRESSIONAL OFFICE, COMMITTEE OR FEDERAL AGENCY. THE PLACEMENT EXPERIENCE IS COMPLEMENTED BY WEEKLY EDUCATIONAL AND LEADERSHIP TRAINING OPPORTUNITIES. THEY ALSO GET TO CONNECT WITH OURNATION'S LEADERS ON VARIOUS ISSUES. FELLOWS RECEIVE ROUNDTRIP AIRFARE, A BI-MONTHLY STIPEND, MONTHLY METRO BENEFIT CARD, AND OPTIONAL HEALTHCARE. 965659 CONGRESSIONAL INTERNSHIP PROGRAM: THESE INTERNSHIPS RUN SPRING, SUMMER AND FALL AND PROVIDE APPROXIMATELY 70 COLLEGE UNDERGRADUATES A YEAR THE OPPORTUNITY TO BE PLACED IN A CONGRESSIONAL OFFICE TO GAIN FIRST-HAND KNOWLEDGE OF THE U.S. LEGISLATIVE PROCESS. THE PLACEMENT EXPERIENCE IS COMPLEMENTED BY WEEKLY EDUCATIONAL AND LEADERSHIP TRAININGS AND OPPORTUNITIES TO CONNECT WITH OUR NATION'S LEADERS ON VARIOUS ISSUES. INTERNS RECEIVE ROUNDTRIP AIRFARE, A BI-MONTHLY STIPEND, MONTHLY METRO BENEFIT CARD, HOUSING AND OPTIONAL HEALTHCARE. 486201 15000 2580063 PUBLIC POLICY CONFERENCE: EVERY YEAR, CHCI CONVENES HUNDREDS OF CURRENT AND EMERGING LEADERS FROM THE PUBLIC AND PRIVATE SECTORS TO DISCUSS CRITICAL POLICY ISSUES AND TRENDS AFFECTING THE LATINO COMMUNITY AND THE NATION. THE TWO-DAY LEADERSHIP CONFERENCE FEATURES SUMMITS AND PLENARIES, OFTEN CHAIRED BY MEMBERS OF CONGRESS AND CHCI'S BOARD OF DIRECTORS, THAT ADDRESS ISSUES SUCH AS HOME OWNERSHIP, WORKFORCE DEVELOPMENT, GENDER PARITY, DIVERSITY AND INCLUSION, EDUCATION, HEALTHCARE, IMMIGRATION, WORKFORCE DEVELOPMENT, ENTREPRENEURSHIP, TECHNOLOGY AND OTHER CONTEMPORARY ISSUES INCLUDING CORPORATE SOCIAL RESPONSIBILITY. 1361187 49206 1717259 REGIONAL PROGRAMMING, VIRTUAL LEADERSHIP INSTITUTE, SCHOLARSHIPS AND OTHER PROGRAMS. 1361187 49206 1717259 3967981 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 64 0 1 148 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR CA FL IL KS KY MA MD ME MI MN NC NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV X LEROY LATIMORE II 2025431771 1128 16TH STREET NW WASHINGTON DC 20036 REP NANETTE DIAZ BARRAGAN CHAIRPERSON 1.50 X X 0 0 0 RONALD ESTRADA VICE CHAIRPERSON (UNTIL 12/21) 1.50 X X 0 0 0 MARIA LUISA BOYCE TREASURER 1.50 X X 0 0 0 PETER R VILLEGAS SECRETARY 1.50 X X 0 0 0 LEO MUNOZ VICE CHAIRPERSON (FROM 12/21) 1.00 X X 0 0 0 JOSE L PLAZA DIRECTOR 1.00 X 0 0 0 JESSE PRICE DIRECTOR 1.00 X 0 0 0 REP BEN RAY LUJAN DIRECTOR 1.00 X 0 0 0 REP DARREN SOTO DIRECTOR 1.00 X 0 0 0 SILVIA R ALDANA DIRECTOR 1.00 X 0 0 0 ZURAYA TAPIA-HADLEY DIRECTOR 1.00 X 0 0 0 ANTONIO MOYA DIRECTOR 1.00 X 0 0 0 BRUCE HARRIS DIRECTOR 1.00 X 0 0 0 RICH GARCIA DIRECTOR 1.00 X 0 0 0 REP JIMMY GOMEZ DIRECTOR 1.00 X 0 0 0 ADEMOLA OYEFESO DIRECTOR 1.00 X 0 0 0 REP NORMA J TORRES DIRECTOR 1.00 X 0 0 0 ANGELA M ARBOLEDA DIRECTOR 1.00 X 0 0 0 RAUL A ANAYA DIRECTOR 1.00 X 0 0 0 EVELYN DEJESUS DIRECTOR 1.00 X 0 0 0 REP TONY CARDENAS DIRECTOR 1.00 X 0 0 0 REP ADRIANO ESPAILLAT DIRECTOR 1.00 X 0 0 0 MARCO A DAVIS PRESIDENT AND CEO 50.00 X 253793 0 34667 LEROY LATIMORE II CHIEF FINANCIAL OFFICER 50.00 X 167432 0 24518 MARIE CHOUGH VICE PRESIDENT OPERATIONS 30.00 X 123569 0 24054 YVETTE MALDONADO VICE PRESIDENT HUMAN RESOURCES 50.00 X 124000 0 7110 LISA WALTON VICE PRESIDENT STRATEGIC EVENTS 50.00 X 133618 0 7486 802412 0 97835 5 0 1 0 RED LADDER PRODUCTIONS 2612 NORTHRUP DRIVE ROCKVILLE MD 20850 VIRTUAL PRODUCTION SERVICE 998776 NEOSYSTEMS LLC 1861 INTERNATIONAL DRIVE SUITE 200 TYSONS CORNER VA 22102 ACCOUNTING SERVICES 125777 THRIVE OPERATIONS LLC 25 FORBES BLVD SUITE 3 FOXBOROUGH MA 02035 IT SERVICE 117783 GEORGE WASHINGTON UNIVERSITY 2121 I STREET NW WASHINGTON DC 20005 INTERN AND FELLOWSHIP PROGRAMMING 113333 4 1290200 596869 3655090 5542159 ANNUAL CONFERENCE 900099 2580063 2580063 REGIONAL PROGRAMMING 900099 1717259 1717259 4297322 147702 147702 2182117 1916039 266078 266078 266078 0 1290200 600517 -600517 -600517 9652744 4297322 0 -186737 64206 64206 480411 365112 86474 28825 2772166 1722383 829920 219863 46919 13454 28189 5276 260834 185516 63523 11795 276193 153163 102525 20505 173536 173536 39376 39376 336977 213564 122508 905 38066 14045 24021 375597 170677 200600 4320 136194 77196 12616 46382 314192 246385 64414 3393 180693 155513 25180 39954 39954 191538 191538 43575 43575 STAGING AND PRODUCTION 502241 496535 5706 SUBSCRIPTIONS AND PUBLI 155555 58117 83131 14307 OTHER EXPENSES 64089 32115 31724 250 6492312 3967981 2168510 355821 1500 3297720 7752320 3793443 2103890 1515468 78756 69687 7733231 1277809 6588107 6455422 5282730 9306115 21807303 24437855 363715 316793 367500 572299 699337 553681 812345 110750 2242897 1553523 X 16735522 19863862 2828884 3020470 19564406 22884332 21807303 24437855 3160432 137707 21787 0 X X 0 1 X 1 0 X 6481124 3431138 5500835 4751788 5542159 25707044 6481124 3431138 5500835 4751788 5542159 25707044 3396513 22310531 88156 95433 134940 113233 147702 579464 26286508 16018691 0.84870 0.88570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1080621 16075 1096696 973910 88594 1062504 867199 106711 973910 872450 -5251 867199 871580 870 872450 0.22796 0.56462 0.20743 0 0 1440000 1440000 5902797 1013217 4889580 349138 251520 97618 41296 13072 28224 6455422 SCHOLARSHIPS PAYABLE 41000 CAPITAL LEASE LIABILITY 69750 110750 X 10388486 137707 36894 174601 10213885 39376 -600517 -561141 9652744 7068560 15107 600517 615624 6452936 39376 39376 6492312 PART X, LINE 2: CHCI ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ASC TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. CHCI PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2021, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2018 THROUGH 2020 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND LOCAL JURISDICTIONS IN WHICH CHCI FILES RETURNS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES INCLUDED IN FORM 990 PART VIII -600,517. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES INCLUDED IN FORM 990 VIII 600,517. ANNUAL GALA 1290200 1290200 75000 525517 1290200 1290200 75000 525517 600517 -600517 0 SCHOLARSHIP STIPENDS 7 7000 0 BOARD MEMBER AWARD 2 104 0 R2L NEXTGEN AWARD STIPENDS 104 40696 0 CONGRESSIONAL STAFF AWARDS 4 628 0 PITCH COMPETITION AWARDS 3 15000 0 HHM MEDALLION AWARDS 2 778 0 PART I LINE 2 SCHOLARSHIP APPLICATIONS ARE REVIEWED BY AN INDEPENDENT COMMITTEE OF REVIEWERS AND SCORES ARE GIVEN BASED ON RIGOROUS EVALUATION CRITERIA. SCHOLARSHIPS ARE AWARDED BASED ON COMMITTEE SCORES, FINANCIAL NEED, AND SPONSOR APPROVAL. DETAILED RECORDS OF GRANTS AWARDED AND CHECKS ISSUED FOR GRANTS AWARDED ARE MAINTAINED BY THE PROGRAMS DEPARTMENT AND RECONCILED BY FINANCE STAFF. 1 X X 0 0 0 0 0 0 0 0 0 MARCO A DAVIS PRESIDENT AND CEO 228343 0 25000 0 450 0 11417 0 23250 0 288460 0 0 0 LEROY LATIMORE II CHIEF FINANCIAL OFFICER 156982 0 10000 0 450 0 7849 0 16669 0 191950 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B CHCI SENDS AN ELECTRONIC COMMUNICATION TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS ASKING FOR FEEDBACK OR COMMENTS ON THE FORM 990 BEING SUBMITTED. THEY ARE GIVEN ONE WEEK TO REVIEW AND SHARE COMMENTS, AFTER WHICH CHCI FILES FORM 990. COMMENTS ARE RECORDED AND RESPONDED TO AS NEEDED ON A TIMELY BASIS. FORM 990, PART VI, SECTION B, LINE 12C THE PROCESS UTILIZED BY CHCI TO ENSURE COMPLIANCE IN BOARD MEMBER REVIEW OF POTENTIAL CONFLICTS OF INTEREST INCLUDE ANNUAL ELECTRONIC DISSEMINATION OF THE CONFLICT OF INTEREST POLICY. AN EXPLANATION AS TO POSSIBLE EXAMPLES OF CONFLICTS OF INTEREST IS PROVIDED AND A FORM THAT MEMBERS ARE REQUIRED TO FILL OUT AND SIGN STATING THAT THEY WILL DISCLOSE IF SUCH A NEED ARISES IS ALSO SHARED. CHCI HAS THEM FILL OUT THE FORM AND DISCLOSE ANY POTENTIAL CONFLICTS IF THEY PERCEIVE ONE MAY EXIST AS WELL. FORM 990, PART VI, SECTION B, LINE 15 USING COMPETITIVE SALARY INFORMATION FROM SIMILARLY-SIZED NON-PROFIT ORGANIZATIONS, AN H.R. CONSULTANT PREPARES A RECOMMENDATION TO THE EXECUTIVE COMMITTEE FOR SETTING THE CEO'S SALARY. THE H.R. COMMITTEE SUBMITS A RECOMMENDATION TO THE EXECUTIVE COMMITTEE FOR ACTION. THERE IS DOCUMENTATION FOR BOTH THE PRESIDENT AND OTHER KEY EMPLOYEES. THE PRESIDENT/CEO'S COMPENSATION WAS LAST REVIEWED IN 2020. FORM 990, PART VI, SECTION C, LINE 19 CHCI'S ANNUAL REPORT, FINANCIAL STATEMENTS, 990 FORMS, AND BYLAWS ARE AVAILABLE ONLINE VIA ITS WEBSITE WWW.CHCI.ORG FOR THE PUBLIC. THE CONFLICT OF INTEREST POLICY IS AVAILABLE AND SHARED WITH THE PUBLIC WHEN ASKED. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.