2019-05-15T12:29:04-05:00 2018-06-30 131639826 EISNERAMPER LLP 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2017-07-01 232051143 CONGRESO DE LATINOS UNIDOS INC CONG 2157638870 216 WEST SOMERSET STREET PHILADELPHIA PA 19133 LISA AUERBACH CFO 2157638870 2019-05-14 1 HELEN M MARTIN P01330899 2158818800 64.238.150.4 2019-05-14 13:44:55 ED P B9C8B9F5CBEC93766BE951FFB7B412DA439B7834 0EDE4F5BE59FB99924CAAEE7408372872BC47088 2017 2020-01-14 16:20:31Z LISA AUERBACH 216 WEST SOMERSET STREET PHILADELPHIA PA 19133 15973646 0 X WWW.CONGRESO.NET X 1977 PA CONGRESO'S MISSION IS TO ENABLE INDIVIDUALS AND FAMILIES IN PREDOMINANTLY LATINO NEIGHBORHOODS TO ACHIEVE ECONOMIC SELF-SUFFICIENCY AND WELL BEING. 10 10 316 400 0 3144 15072783 15346323 302033 305845 2255 9100 89096 131817 15466167 15793085 1451145 1423634 0 0 9925409 10159005 0 0 139205 3534658 3465551 14911212 15048190 554955 744895 6429682 6795229 4189694 3810346 2239988 2984883 CONGRESO'S MISSION IS TO ENABLE INDIVIDUALS AND FAMILIES IN PREDOMINANTLY LATINO NEIGHBORHOODS TO ACHIEVE ECONOMIC SELF-SUFFICIENCY AND WELLBEING. IN FISCAL YEAR 2018, CONGRESO SERVED 17,567 UNDUPLICATED INDIVIDUALS. 0 0 5070690 EDUCATION AND WORKFORCE SERVICES:CONGRESO'S EDUCATION AND WORKFORCE SERVICES HELP CHILDREN, YOUTH, AND ADULTS BECOME ECONOMICALLY SELF-SUFFICIENT BY HELPING THEM REACH THEIR EDUCATIONAL AND CAREER GOALS. THESE SERVICES ARE ACCOMPLISHED THROUGH AFTERSCHOOL, ADULT LITERACY, GED PREPARATION AND TESTING, INDUSTRY-RECOGNIZED CERTIFICATION CLASSES, JOB TRAINING, AND ASSOCIATE'S DEGREE PROGRAMS. IN FISCAL YEAR 2018, CONGRESO HELPED 38 CLIENTS OBTAIN A GED, HELPED 82 CLIENTS OBTAIN AN INDUSTRY-RECOGNIZED CERTIFICATION, AND ASSISTED 50 CLIENTS IN OBTAINING EMPLOYMENT. 4627187 1326575 5763 FAMILY AND HOUSING SERVICES:CONGRESO'S FAMILY AND HOUSING SERVICES HELP PROMOTE FAMILY STABILITY. PROGRAMS INCLUDE TRUANCY PREVENTION, HOUSING COUNSELING, FINANCIAL LITERACY, TAX PREPARATION, FAMILY SUPPORT SERVICES, AND PARENTING PROGRAMS. IN FISCAL YEAR 2018, CONGRESO HELPED 55 CLIENTS BECOME NEW HOMEOWNERS AND HELPED 414 CLIENTS AVOID FORECLOSURE. 4723120 97059 459291 HEALTH PROMOTION AND WELLNESS:CONGRESO'S HEALTH SERVICES PROMOTE INDIVIDUAL AND FAMILY WELL-BEING. PROGRAMS INCLUDE THE CONGRESO HEALTH CENTER, A FEDERALLY-QUALIFIED HEALTH CENTER FOR CHILDREN AND ADULTS, HIV MEDICAL CASE MANAGEMENT, HIV COUNSELING AND TESTING SERVICES, HIV EARLY INTERVENTION SERVICES, LACTATION COUNSELING, THE LATINA DOMESTIC VIOLENCE PROGRAM, AND THE EAST DIVISION CRIME VICTIM ADVOCACY PROGRAM. IN FISCAL YEAR 2018, CONGRESO SUPPORTED 542 SURVIVORS OF DOMESTIC VIOLENCE AND HELPED THEM DEVELOP SAFETY PLANS. 14420997 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 41 0 1 316 1 1 1 0 0 0 0 1 1 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 PA X LISA AUERBACH CFO 2157638870 216 WEST SOMERSET STREET PHILADELPHIA PA 19133 ROBERT AHRENS TREASURER 2.00 X X 0 0 0 MARIA G ARIAS THRU JAN 18 BOARD MEMBER 2.00 X 0 0 0 JULIO A CORREA VICE CHAIR 2.00 X X 0 0 0 ANDREINA HEIN SECRETARY 2.00 X X 0 0 0 ABELARDO LECHTER BOARD MEMBER 2.00 X 0 0 0 DAVID LENOWITZ BOARD MEMBER 2.00 X 0 0 0 ESPERANZA MARTINEZ NEU BOARD CHAIR 2.00 X X 0 0 0 FERNANDO MENDEZ BOARD MEMBER 2.00 2.00 X 0 0 0 ANTHONY ROSADO BOARD MEMBER 2.00 X 0 0 0 SIDNEY V SMITH BOARD MEMBER 2.00 X 0 0 0 PAULA SUNSHINE BOARD MEMBER 2.00 X 0 0 0 ROB WONDERLING THRU DEC 17 BOARD MEMBER 2.00 X 0 0 0 DOMINIQUE BERNARDO CHIEF FINANCIAL OFFICER 35.50 2.00 X 174385 0 12354 CAROLINA DIGIORGIO PRESIDENT / CEO 37.50 X 177372 0 10846 BENDAN CONLIN CHIEF PROGRAM OFFICER 37.50 X 103750 0 8821 SYBILLE DAMAS BURKE CHIEF OPERATING OFFICER 35.50 2.00 X 162019 0 13972 EDUARDO MUNILLA PHYSICIAN 37.50 X 170412 0 525 787938 0 46518 5 0 1 0 YOUR PART-TIME CONTROLLER LLC 1500 WALNUT STREET SUITE 1200 PHILADELPHIA PA 19102 ACCOUNTING SERVICES 184685 NOVA SERVICES GROUP LLC 726 ROUTE 202 STE 320-202 BRIDGEWATER NJ 08807 COMMERCIAL CLEANING 107691 2 150000 187468 13219807 1789048 15346323 FEE FOR SERVICE 900099 227748 227748 RENTAL/FACILITY MANAGEMENT FEES 900099 78097 78097 305845 9100 9100 29491 0 29491 29491 29491 123678 187468 180561 -56883 -56883 MISC REVENUE 900099 159209 159209 159209 15793085 465054 0 -18292 1423634 1423634 390323 193657 119602 77064 7884845 7257527 607871 19447 1737675 1548651 174842 14182 146162 129443 15130 1589 821 821 53606 10306 43300 650642 618207 32335 100 40571 28227 495 11849 506451 488472 15863 2116 148247 132782 13728 1737 825392 759208 66184 178422 174536 3512 374 153073 145969 7104 45011 45011 60444 57237 2409 798 347906 314536 29622 3748 CLIENT ACTIVITIES AND I 184298 184298 FEES AND SERVICES 138843 11710 124751 2382 EQUIPMENT 128287 107232 17236 3819 BAD DEBT 3537 3537 835365 -835365 15048190 14420997 487988 139205 1267637 1209663 385986 786735 352020 337000 3833388 3920569 164367 106378 1028925 597305 426284 431620 0 3264 6429682 6795229 628932 419178 457844 69703 869178 808408 2233740 2513057 4189694 3810346 X 1286678 1999921 953310 984962 2239988 2984883 6429682 6795229 744895 0 X X 0 1 X 1 1 1 X 14016625 13527588 14780779 15072783 15346323 72744098 14016625 13527588 14780779 15072783 15346323 72744098 286710 72457388 12839 5156 38417 38591 95003 94140 159209 253349 73092450 3337352 0.99130 0.99790 X 220628 22430 198198 165452 37010 128442 368869 292302 76567 273976 245563 28413 431620 DUE TO AFFILIATES 2513057 2513057 X 15973646 180561 180561 15793085 0 15793085 15168307 180561 180561 14987746 60444 60444 15048190 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS CLASSIFIED CONGRESO, 2800 AMERICAN, 216 SOMERSET AND PAACS AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE"); AS ORGANIZATIONS, CONTRIBUTIONS TO WHICH ARE DEDUCTIBLE UNDER SECTION 170(C) OF THE CODE; AND AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS AS DEFINED IN SECTION 509(A) OF THE CODE. CBS IS A LIMITED LIABILITY COMPANY WHOSE SOLE MEMBER IS AN EXEMPT ORGANIZATION. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY, IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A GOVERNMENT AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF EITHER JUNE 30, 2018 OR 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY. THERE WERE NO INCOME TAX RELATED INTEREST AND PENALTIES RECORDED FOR EITHER OF THE YEARS ENDED JUNE 30, 2018 OR 2017. BECAUSE CONGRESO IS THE SOLE MEMBER OF CBS, THIS LLC IS INCLUDED IN CONGRESO'S TAX RETURN. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 180,561. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 180,561. PART XII, LINE 4B - OTHER ADJUSTMENTS: DEPRECIATION EXPENSE 60,444. GALA 248145 151684 96461 96461 4750 51091 GOLF OUTING 63001 35784 27217 27217 1042 311146 187468 123678 123678 4750 52133 180561 -56883 1 RENTAL ASSISTANCE PAYMENTS TO INDIVIDUALS OR FAMILIES 79 1283279 CASH RELOCATION EXPENSE/RENTAL ASSISTANCE PAID ON BEHALF OF INDIVIDUALS WHO WERE VICTIMS OF DOMESTIC VIOLENCE 37 140355 CASH PART I, LINE 2: RENTAL ASSISTANCE PAYMENTS ARE MADE DIRECTLY TO THE PROGRAM PARTICIPANT'S LANDLORD ENSURING THAT ASSISTANCE IS USED FOR THE INTENDED PURPOSE. ON A MONTHLY BASIS THE PROGRAM DIRECTOR PROVIDES THE DIVISIONAL VP WITH A MATRIX, LISTING ALL THE CHECKS THAT NEED TO BE ISSUED FOR THE NEXT MONTH'S RENT. ONCE APPROVED BY THE VP, IT IS FORWARDED TO FISCAL FOR PROCESSING. UP TO $1,500 OF SUPPORT IS PROVIDED TO FAMILIES IN NEED OF EMERGENCY RELOCATION SERVICES DUE TO DOMESTIC VIOLENCE. THIS IS A ONE-TIME PAYMENT TO COVER MOVE-IN COSTS, BACK MORTGAGE/RENT, SECURITY SYSTEMS, OR EMERGENCY TRAVEL. CLIENTS ARE ONLY ELIGIBLE TO RECEIVE THIS PAYMENT ONCE EVERY TWO YEARS. RENTAL/MORTGAGE PAYMENTS ARE MADE OUT DIRECTLY TO LANDLORD OR LENDER AND TRAVEL COSTS ARE MADE IN THE FORM OF AN ADVANCE CHECK REQUEST, WHICH CONGRESO STAFF USE TO PURCHASE TOKENS, TRAIN TICKETS, AND GIFT CARDS FOR MEALS AND OTHER TRAVEL RELATED EXPENSES. IN ADDITION TO RELOCATION SUPPORT, VICTIMS OF DOMESTIC VIOLENCE ARE GIVEN RENTAL ASSISTANCE TO PREVENT THEM FROM ENTERING THE SHELTER SYSTEM. TYPICALLY, UP TO $6,000 IS PROVIDED IN RENTAL SUPPORT PER FAMILY, IN ADDITION TO ONGOING SAFETY PLANNING PROVIDED BY THE HOUSING ADVOCATE. RENTAL SUPPORT COVERS MOVE-IN COSTS; SUCH AS THE SECURITY DEPOSIT, MOVING SERVICES, GIFT CARDS FOR HOUSING SUPPLIES, AND SUPPORT TO MAINTAIN WORKING UTILITIES; AND, A MONTHLY SUBSIDY AMOUNT UP TO ONE YEAR. RENTAL ASSISTANCE PAYMENTS ARE MADE DIRECTLY TO THE PROGRAM PARTICIPANT'S LANDLORD ENSURING THAT ASSISTANCE IS USED FOR THE INTENDED PURPOSE. X X 0 0 0 0 0 0 0 0 0 DOMINIQUE BERNARDO CHIEF FINANCIAL OFFICER 164385 0 10000 0 0 0 4820 0 7534 0 186739 0 0 0 CAROLINA DIGIORGIO PRESIDENT / CEO 177372 0 0 0 0 0 0 0 10846 0 188218 0 0 0 SYBILLE DAMAS BURKE CHIEF OPERATING OFFICER 142019 0 20000 0 0 0 4861 0 9111 0 175991 0 0 0 EDUARDO MUNILLA PHYSICIAN 170412 0 0 0 0 0 346 0 179 0 170937 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B BEFORE IT IS FILED, THE FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE, FORMED BY MEMBERS OF THE BOARD WITH VAST EXPERIENCE IN FINANCE, AUDITS AND TAXES. FORM 990, PART VI, SECTION B, LINE 12C THE CHIEF OPERATING OFFICER, WITH CHIEF EXECUTIVE OFFICER INVOLVEMENT, IS RESPONSIBLE FOR OVERSEEING THE IMPLEMENTATION OF THE CONFLICT OF INTEREST POLICY. THE AGENCY REQUESTS THAT ALL NEW EMPLOYEES SIGN THIS POLICY. THE CHIEF OPERATING OFFICER MONITORS PERIODICALLY, THROUGH A SAMPLE PROCESS, PROPOSED OR ONGOING TRANSACTIONS OF THE ORGANIZATION FOR CONFLICTS OF INTEREST AND DISCLOSES THEM TO THE BOARD AND STAFF, AS APPROPRIATE, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED. FORM 990, PART VI, SECTION B, LINE 15 THE ANNUAL SALARIES OF THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER ARE DETERMINED BY THE BOARD OF DIRECTORS IN A SPECIAL, CLOSED SESSION. IT IS REVIEWED ANNUALLY AND IT TAKES INTO CONSIDERATION MARKET COMPARISON, AGENCY SALARY GUIDELINES, AND PERFORMANCE. THE ANNUAL SALARIES OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES ARE DETERMINED BASED ON THE AGENCY'S SALARY GUIDELINES. THE GUIDELINES ESTABLISH A STARTUP SALARY AMOUNT PER POSITION BASED ON MARKET AVERAGE PLUS AN AMOUNT DETERMINED BY YEARS OF EXPERIENCE, EDUCATION, LANGUAGE SKILLS, INDUSTRY ADJUSTMENT, ETC. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, 990 AND 1023 STATEMENTS AVAILABLE TO THE PUBLIC AND ARE ALSO AVAILABLE UPON WRITTEN, ELECTRONIC, AND VERBAL REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. CONGRESO BUSINESS SERVICES LLC 216 WEST SOMERSET STREET PHILADELPHIA PA 19133 FACILITIES MANAGEMENT PA 2675 5086 CONGRESO DE LATINOS UNIDOS INC PAN AMERICAN ACADEMY CHARTER SCHOOL 216 WEST SOMERSET STREET PHILADELPHIA PA 19133 262133132 SCHOOL FOR GRADES K-8 PA 501(C)3 LINE 2 CONGRESO DE LATINOS UNIDOS INC 0 216 SOMERSET COMPANY 216 WEST SOMERSET STREET PHILADELPHIA PA 19133 233047862 SUPPORT CONGRESO SERVICES PA 501(C)3 LINE 12A, I CONGRESO DE LATINOS UNIDOS INC 0 2800 AMERICAN STREET COMPANY 216 WEST SOMERSET STREET PHILADELPHIA PA 19133 542152662 SUPPORT CONGRESO SERVICES PA 501(C)3 LINE 12A, I CONGRESO DE LATINOS UNIDOS INC 0 APPRENDIZAJE SUPERIOR DE LA COMUNIDAD LLC 216 WEST SOMERSET STREET PHILADELPHIA PA 19133 271294338 EDUCATION PA N/A RELATED 124291 0 1 0.50000 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0