2016-11-14T16:26:12-06:00 2015-12-31 742433094 Rinaldo J Gonzalez CPA PC 7800 IH-10 West Suite 505 San Antonio TX 78230 990 2015-01-01 200774672 NATIONAL ASSOCIATION FOR LATINO COMMUNITY ASSET BUILDERS NATI 2102271010 5404 WURZBACH RD SAN ANTONIO TX 78238 NOEL POYO EXECUTIVE DIRECTOR 2102271010 2016-11-10 1 Rinaldo J Gonzalez CPA P00958786 2103669430 2016-11-10 2015 2017-02-10 21:41:12Z NOEL POYO 5404 WURZBACH RD SAN ANTONIO TX 78238 3352481 0 X WWW.NALCAB.ORG X 2002 TX To build assets for Latino families, communities and organizations. NALCAB's work advances economic mobility for low and moderate income people. 15 15 28 0 33551 31932 4253581 3010546 117794 256189 534 1588 24429 43905 4396338 3312228 3579500 2752855 0 0 1662065 1723585 0 0 128120 1176684 1322342 6418249 5798782 -2021911 -2486554 6346604 3851513 1348863 1423346 4997741 2428167 X TO BUILD ASSETS FOR LATINO FAMILIES, COMMMUNITIES AND ORGANIZATIONS. NALCAB'S WORK ADVANCES ECONOMIC MOBILITY FOR LOW AND MODERATE INCOME PEOPLE. 0 0 2008328 NALCAB supports local non-profit organizations that (a) focus on developing affordable housing and community facilities in low-and moderate-income communities, (b) support small businesses and neighborhood small business districts, and (c) provide consumer financial education. NALCAB's services for local non-profits include building core organizational capacity, supporting program development, and providing pre-development assistance for a wide range of affordable housing and economic development projects. In addition, NALCAB provides technical assistance to municipalities and states to effectively utilize funding they receive from US HUD under entitlement programs (CDBG, HOME and ESG) for community development, affordable housing and homelessness services.In 2015, NALCAB provided technical assistance and training services to more than 90 non-profit organizations that provide asset-building services in low-and moderate-income communities in 32 states and the District of Columbia. 2692271 2692271 NALCAB managed a portfolio of grants to local non-profit organizations in urban and rural communities to strengthen organizational capacity and support specific asset building projects that included consumer education, small business development, cooperative businesses and affordable housing development. 324521 94630 In 2015 NALCAB hosted a national conference for community development non-profits to address the needs and interests of asset building practitioners and aspiring leaders in the industry. Through these events as well as through online activities, NALCAB facilitates information sharing and peer-to-peer learning among non-profit practitioners. NALCAB completed its fifth class of Colegio Fellowship next generation leaders in asset building and community development. The fellowship prepares experienced asset-building practitioners to take on leadership roles within their organizations. NALCAB also provides internship opportunities for graduate students. 5025120 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 19 0 28 1 1 1 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X Fernando Garcia 2102271010 5404 WURZBACH RD SAN ANTONIO TX 78238 Ruby Azurdia-Lee Director 1.50 X 0 0 0 Veronica Barela Director 1.50 X 0 0 0 Roberto Barragan Director 1.50 X 0 0 0 Janie Barrera Director 1.50 X 0 0 0 Larry Garcia Director 1.50 X 0 0 0 Rose Garcia Director 1.50 X 0 0 0 Luis Granados Director 1.50 X 0 0 0 John Herrera Director 1.50 X 0 0 0 Raul Raymundo Former Chair 1.50 X X 0 0 0 Rafael Torres Board Chair 3.00 X X 0 0 0 Fernando Lemos Treasurer 1.50 X X 0 0 0 Bea Stotzer Director 1.50 X 0 0 0 David Adame Director 1.50 X 0 0 0 Ramon Leon Director 1.50 X 0 0 0 Sonia Martinez Secretary 1.50 X X 0 0 0 Noel A Poyo Executive Director 40.00 X 168000 0 20392 Fernando Garcia Chief Financial Officer 40.00 X 107500 0 18346 275500 0 38738 2 0 1 0 0 92750 1159296 1758500 3010546 FEE FOR SERVICE 925120 198009 198009 CONFERENCE FEES 925120 58180 58180 256189 1588 1588 73804 40253 33551 33551 33551 REAL ESTATE TAX REFUND 900099 10354 10354 10354 3312228 266543 33551 1588 X 2752855 2752855 312196 124885 166848 20463 1091903 755081 272307 64515 23306 15406 6430 1470 179375 117998 50064 11313 116805 71286 38189 7330 14921 13919 837 165 17000 10698 5265 1037 674473 641524 29069 3880 51081 32905 15274 2902 12718 7914 4410 394 48246 30785 14478 2983 232495 224792 1705 5998 171646 159638 11618 390 38247 24069 11846 2332 43245 27214 13394 2637 5100 3209 1580 311 STAFF TRAINING 10528 8300 2228 LOSS PER PARTNERSHIP K- 2642 2642 5798782 5025120 645542 128120 3590807 812852 1060000 310000 358328 402718 41095 5527 1363478 83062 1296374 1280416 1040000 6346604 3851513 250008 365731 62579 43724 1036276 1013891 1348863 1423346 X 299410 1475108 4698331 953059 4997741 2428167 6346604 3851513 X -2486554 -83019 X X 0 1 X 1 1 1 X 1337702 2808768 9416333 4253581 3010546 20826930 1337702 2808768 9416333 4253581 3010546 20826930 10538178 10288752 297 50 33 534 1354 2268 20829198 0.49400 0.47760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 280000 280000 614883 26758 588125 266482 9623 256859 202113 46681 155432 1280416 1040000 C 1040000 3352247 40253 40253 3311994 234 234 3312228 5921821 125680 125680 5796141 2642 2642 5798783 Part XI, Line 2d - Other Adjustments: RENT EXPENSES 40,253. Part XI, Line 4b - Other Adjustments: INTEREST PER PARTNERSHIP K-1 NOT RECORDED ON BOOKS 234. Part XII, Line 2d - Other Adjustments: RENT EXPENSES 40,253. FEDERAL INCOME TAX 4,200. PARTNERSHIP ORGANIZATION AND SYNDICATION COSTS CAPITALIZED FOR TAX PURPOSES 77,902. GAAP VS TAX DEPRECIATION 3,325. Part XII, Line 4b - Other Adjustments: LOSS PER PARTNERSHIP K-1 NOT RECORDED ON BOOKS 2,642. 1 ADELANTE MUJERES 2036 MAIN ST SUITE A FOREST GROVE OR 97116 030473181 501(C)(3) 25000 SMALL BUSINESS AFFORDABLE HOMES OF SOUTH TEXAS INC 1420 ERIE AVE MCALLEN TX 78501 741883434 501(C)(3) 549700 EQUITY FUND, FELLOWSHIP BCL OF TEXAS 2212 SOUTH CONGRESS AVE AUSTIN TX 78704 742581297 501(C)(3) 26250 EXPANDING CAPITAL EL PAJARO CDC 23 E BEACH ST STE 209 WATSONVILLE CA 95076 912656048 501(C)(3) 25000 SMALL BUSINESS FINANTA 1301 N 2ND STREET PHILADELPHIA PA 19122 232857766 501(C)(3) 47500 LENDING, TECHNOLOGY HACIENDA CDC 5136 NE 42ND AVE PORTLAND OR 97218 930979064 501(C)(3) 29700 SMALL BUSINESS, FELLOWSHIP HICA PO BOX 190299 BIRMINGHAM AL 35219 631225764 501(C)(3) 30950 EXPANDING CAPITAL, CAPACITY BUILDING, FELLOWSHIP HISPANIC ECONOMIC DEVELOPMENT CORPORATION 2130 JEFFERSON ST KANSAS CITY MO 64108 431654693 501(C)(3) 30950 EXPANDING CAPITAL, FELLOWSHIP, TECHNOLOGY JAMAICA PLAIN NDC 31 GERMANIA ST JAMAICA PLAIN MA 02130 042652919 501(C)(3) 46250 EXPANDING CAPITAL, FINANCIAL CAPABILITY LA COCINA INC 2948 FOLSOM ST SAN FRANCISCO CA 94110 593838549 501(C)(3) 25000 SMALL BUSINESS LEDC-DC 641 S STREET NW WASHINGTON DC 20001 521749216 501(C)(3) 77500 LENDING, FINANCIAL CAPABILITY, TECHNOLOGY LEDC-MN 1501 E LAKE ST LOWER LEVEL MINNEAPOLIS MN 55407 510467167 501(C)(3) 28750 LENDING, TECHNOLOGY MEDA 2301 MISSION ST SUITE 301 SAN FRANCISCO CA 94110 510187791 501(C)(3) 20950 EXPANDING CAPITAL, FELLOWSHIP MIDLANDS LATINO COMMUNITY DEVELOPMENT CORPORATION 4923 S 24TH STREET SUITE 201 OMAHA NE 68107 141973678 501(C)(3) 37500 LENDING NEWSED CDC INC 901 WEST 10TH AVENUE 2A DENVER CO 80204 742275534 501(C)(3) 16250 EXPANDING CAPITAL THE RESURRECTION PROJECT 1818 S PAULINA AVE CHICAGO IL 60608 363576073 501(C)(3) 60950 EXPANDING CAPITAL, FINANCIAL CAPABILITY, FELLOWSHIP, TECHNOLOGY WILLMAR AREA MULTICULTURAL BUSINESS CENTER 311 BENSON AVE SW WILLMAR MN 56201 010893778 501(C)(3) 41250 EXPANDING CAPITAL, TECHNOLOGY INSTITUTE FOR WASHINGTON'S FUTURE 6605 202ND ST SW STE 301 LYNNWOOD WA 98036 910931421 501(C)(3) 25000 SMALL BUSINESS BROOKLYN COOPERATIVE FCU 1474 MYRTLE AVE BROOKLYN NY 11237 113570814 37500 LENDING PUENTES NEW ORLEANS INC 1050 S JEFFERSON DAVIS PKWY STE 316 316 NEW ORLEANS LA 70125 208846196 501(C)(3) 20950 EXPANDING CAPITAL, FELLOWSHIP MAKE THE ROAD NEW YORK 301 GROVE ST BROOKLYN NY 11237 113344389 501(C)(3) 16250 EXPANDING CAPITAL RURAL COMMUNITY DEVELOPMENT RESOURCES PO BOX 9492 YAKIMA WA 98909 911518311 501(C)(3) 37500 LENDING PRESTAMOS 1024 EAST BUCKEYE RD STE 270 PHOENIX AZ 85034 260020430 501(C)(3) 545000 EQUITY FUND SAGE SAN ANTONIO 220 CHESTNUT SAN ANTONIO TX 78202 742876270 501(C)(3) 10000 TECHNOLOGY NOGALES COMMUNITY DEVELOPMENT CORP PO BOX 421 NOGALEZ AZ 85628 860878561 501(C)(3) 47500 LENDING, TECHNOLOGY ACE (ACCESS TO CAPITAL FOR ENTREPRENEURS INC) 3173 HWY 129 NORTH CLEVELAND GA 30528 582383669 501(C)(3) 23450 FELLOWSHIP COLORADO HOUSING ENTERPRISES LLC 7305 LOWELL BLVD STE 200 WESTMINSTER CO 80030 237102834 545000 EQUITY FUND ACERCAMIENTO HISPANO DE CAROLINA DEL SUR 827 WILDWOOD AVE STE 200 COLUMBIA SC 29230 571030805 501(C)(3) 10000 CAPACITY BUILDING CATHOLIC CHARITIES OF ATLANTA 2401 LAKE PARK DR SE SMYMA GA 30341 581097003 501(C)(3) 10000 MISSING PURPOSE COMUNIDADES LATINAS UNIDAS EN SERVICIO 797 EAST 7TH STREET ST PAUL MN 55106 411386986 501(C)(3) 12500 SMALL BUSINESS CONEXION AMERICAS 2195 NOLENSVILLE PIKE NASHVILLE TN 37211 621715618 501(C)(3) 10000 CAPACITY BUILDING EL CENTRO DE LA RAZA 2524 16TH AVE S ROOM 201 SEATTLE WA 98144 910899927 501(C)(3) 33779 SMALL BUSINESS, FINANCIAL CAPABILITY, FELLOWSHIP IOWA CENTER FOR ECONOMIC SUCCESS 8345 UNIVERSITY BLVD F CLIVE IA 50325 201037604 501(C)(3) 12500 SMALL BUSINESS IOWA COMMUNITY CAPITAL 915 8TH ST 205 BOONE IA 50036 421502371 501(C)(3) 15000 EXPANDING CAPITAL JOHNNY HERNANDEZ GRANT FOUNDATION 1715 N TRINITY ST SAN ANTONIO TX 78201 464336459 501(C)(3) 5000 SMALL BUSINESS LAEDC 1930 ABBOTT ST STE 304 CHARLOTTE NC 28203 205648805 501(C)(3) 20000 FINANCIAL CAPABILITY LIFT FUND 2007 W MARTIN ST SAN ANTONIO TX 78207 742712770 501(C)(3) 42200 LENDING, FELLOWSHIP NEDCO 212 MAIN STREET SPRINGFIELD OR 97477 930739188 501(C)(3) 15000 LENDING RDI FINANCIAL INC 2022 CENTRAL AVE GREAT FALLS MT 59401 450640952 501(C)(3) 15000 LENDING SER-JOBS 201 BROADWAY STREET HOUSTON TX 77012 741590387 501(C)(3) 24700 FINANCIAL CAPABILITY, FELLOWSHIP THE NEXT DOOR INC 965 TUCKER RD HOOD RIVER OR 97031 930600421 501(C)(3) 12500 SMALL BUSINESS VALLEY ECONOMIC DEVELOPMENT CENTER 5121 VAN NUYS BLVD 3RD FLR VAN NUYS CA 91403 953139419 501(C)(3) 40000 LENDING VENTURES 2100 24TH AVE S STE 380 SEATTLE VA 98144 911704028 501(C)(3) 12500 SMALL BUSINESS 41 2 X X X X X 0 0 0 0 0 0 0 0 0 Noel A Poyo Executive Director 168000 0 0 0 0 0 5040 0 15352 0 188392 0 0 0 Form 990, Part VI, Section A, line 6 THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION WITH MEMBERS. Form 990, Part VI, Section A, line 7a THE ORGANIZATION HAS FULL MEMBERS WITH VOTING RIGHTS WHO ELECT THE BOARD OF DIRECTORS, AND AFFILIATE MEMBERS WITH NO VOTING RIGHTS. Form 990, Part VI, Section A, line 7b EVERY THREE YEARS THE MEMBERS OF THE ORGANIZATION ELECT A NEW GOVERNING BOARD OF DIRECTORS. Form 990, Part VI, Section B, line 11 A COMPLETE COPY OF THE ORGANIZATION'S FINAL FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND 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 DIRECTOR'S 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 DIRECTOR'S 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 FORM 990 IS LISTED AT WWW.GUIDESTAR.ORG. Form 990, Part IX, line 11g PROFESSIONAL SERVICES: Program service expenses 641,524. Management and general expenses 29,069. Fundraising expenses 3,880. Total expenses 674,473. Form 990, Part XI, line 9: PARTNERSHIP ORGANIZATION AND SYNDICATION COSTS CAPITALIZED FOR TAX PURPOSES -77,902. FEDERAL INCOME TAX NOT DEDUCTIBLE FOR TAX PURPOSES -4,200. LOSS PER PARTNERSHIP K-1 NOT RECORDED ON BOOKS 2,642. GAAP VS TAX DEPRECIATION -3,325. INTEREST PER PARTNERSHIP K-1 NOT RECORDED ON BOOKS -234. Form 990, Part XII, line 2c Prior to 2015 the organization had a combined finance/audit committee that assumed responsibility for oversight of the audit and the selection of an independent accountant. In 2015 a seperate audit committee was formed for this purpose. ESCALERA COMMUNITY INVESTMENTS LLC 5404 WURZBACH RD SAN ANTONIO TX 78238 383992870 FUND MANAGEMENT TX 0 0 NATIONAL ASSOCIATION FOR LATINO COMMUNITY ASSET BUILDERS