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RAZA DEVELOPMENT FUND INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
RAZA DEVELOPMENT FUND INC (EIN 52-1954196)
Tax period
2022-10-01 to 2023-09-30
Filed
2024-08-13
IRS object ID
202442269349300014
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-13T07:32:20-05:00ReturnTs
Tax Period End2023-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 INTERNATIONAL DRIVE SUITE 1400AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521954196EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RAZA DEVELOPMENT FUND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRAZABusinessNameControlTxt
Phone6024171400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1410 E SOUTHERN AVEAddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85040ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANTONIO LOPEZPersonNm
Person TitleCFOPersonTitleTxt
Phone6024171400PhoneNum
Signature2024-08-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIA FLANNERYPreparerPersonNm
PTINP00928918PTIN
Phone4102469300PhoneNum
Preparation2024-08-12PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARY ANN DONOVANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1410 E SOUTHERN AVEAddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85040ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$28,880,340GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.RAZAFUND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1996FormationYr
Legal Domicile StateAZLegalDomicileStateCd
Activity Or MissionRAZA DEVELOPMENT FUND UNLEASHES THE POWER, POTENTIAL, AND PROMISE OF LATINO AND UNDER-RESOURCED COMMUNITIES ACROSS THE NATION THROUGH ACCESSIBLE FINANCIAL SOLUTIONS, TRANSFORMATIVE SUPPORT, AND COLLABORATIVE PARTNERSHIPS - ALL WHILE TACKLING CHALLENGES OVERLOOKED BY TRADITIONAL FINANCIAL INSTITUTIONS.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee47TotalEmployeeCnt
Total Volunteers9TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$29,486,500PYContributionsGrantsAmt
CY Contributions Grants$6,531,097CYContributionsGrantsAmt
PY Program Service Revenue$18,238,050PYProgramServiceRevenueAmt
CY Program Service Revenue$17,307,517CYProgramServiceRevenueAmt
PY Investment Income$279,354PYInvestmentIncomeAmt
CY Investment Income$2,172,984CYInvestmentIncomeAmt
PY Other Revenue$133,980PYOtherRevenueAmt
CY Other Revenue$306,742CYOtherRevenueAmt
PY Total Revenue$48,137,884PYTotalRevenueAmt
CY Total Revenue$26,318,340CYTotalRevenueAmt
PY Grants And Similar Paid$3,739,977PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$296,500CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$7,620,915PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$7,055,247CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$132,955CYTotalFundraisingExpenseAmt
PY Other Expenses$13,234,652PYOtherExpensesAmt
CY Other Expenses$13,373,956CYOtherExpensesAmt
PY Total Expenses$24,595,544PYTotalExpensesAmt
CY Total Expenses$20,725,703CYTotalExpensesAmt
PY Revenues Less Expenses$23,542,340PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,592,637CYRevenuesLessExpensesAmt
Total Assets BOY$296,838,353TotalAssetsBOYAmt
Total Assets EOY$335,227,129TotalAssetsEOYAmt
Total Liabilities BOY$194,599,049TotalLiabilitiesBOYAmt
Total Liabilities EOY$227,395,188TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$102,239,304NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$107,831,941NetAssetsOrFundBalancesEOYAmt
MissionRAZA DEVELOPMENT FUND UNLEASHES THE POWER, POTENTIAL, AND PROMISE OF LATINO AND UNDER-RESOURCED COMMUNITIES ACROSS THE NATION THROUGH ACCESSIBLE FINANCIAL SOLUTIONS, TRANSFORMATIVE SUPPORT, AND COLLABORATIVE PARTNERSHIPS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$17,077,686ExpenseAmt
Grant$296,500GrantAmt
Revenue$17,307,517RevenueAmt
DescLOAN FUND PROGRAMS: LENDING PROGRAMS TO ASSIST HISPANIC AGENCIES AS WELL AS OTHER AGENCIES SERVING LOW INCOME COMMUNITIES BY INCREASING ACCESS TO CAPITAL, STRENGTHENING AFFILIATE RELATIONS AND PROMOTE ECONOMIC AND FINANCIAL LITERACY AT THE AGENCY LEVEL. LOANS APPROVED 59.Desc
Total Program Service Expenses$17,077,686TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document64IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee47EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANTONIO LOPEZBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6024171400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1410 E SOUTHERN AVEAddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85040ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeInd
TOM ESPINOZA
PRESIDENT/CEO (THRU 12/31/22)40.00Yes (X)Yes (X)$1,133,088$0$45,690
MARY ANN DONOVAN
PRESIDENT/CEO40.00Yes (X)Yes (X)$167,375$0$31,456
DANIEL ORTEGA
BOARD CHAIR1.00Yes (X)Yes (X)$0$0$0
BRENDA LOYA
VICE CHAIRPERSON1.00Yes (X)Yes (X)$0$0$0
JOSEPH F REILLY
SECRETARY1.00Yes (X)Yes (X)$0$0$0
AARON DOMINGUEZ
BOARD MEMBER1.00Yes (X)$0$0$0
JAMES W FEILD
BOARD MEMBER (THRU 11/30/22)1.00Yes (X)Yes (X)$0$0$0
DONNA GAMBRELL
BOARD MEMBER1.00Yes (X)$0$0$0
LUIS GRANADOS
BOARD MEMBER1.00Yes (X)$0$0$0
JANET MURGUIA
BOARD MEMBER1.00Yes (X)$0$649,453$59,14141.00
ART RUIZ
BOARD MEMBER (THRU 11/30/22)1.00Yes (X)$0$0$0
KENNETH I TRUJILLO
BOARD MEMBER1.00Yes (X)$0$0$0
MARIA S SALINAS
BOARD MEMBER (BEG 5/18/23)1.00Yes (X)$0$0$0
J REYMUNDO OCANAS
BOARD MEMBER (BEG 5/18/23)1.00Yes (X)$0$0$0
RODRIGO VELA
CHIEF FINANCIAL OFFICER(THRU 6/30/23)40.00Yes (X)$372,230$0$57,240
MELISSA MCDONALD
CHIEF OPERATING OFFICER40.00Yes (X)$324,974$0$44,690
DAVID CLOWER
EVP FOR STRATEGIC INVESTMENTS40.00Yes (X)$321,812$0$56,826
SCOTT RICHTER
CHIEF CREDIT OFFICER40.00Yes (X)$201,107$0$36,149
ANTONIO LOPEZ
CHIEF FINANCIAL OFFICER40.00Yes (X)$195,867$0$48,101
ADRIAN RUIZ
CHIEF INVESTMENT OFFICER40.00Yes (X)$189,935$0$47,653
JUAN MADRID
CONTROLLER40.00$186,714$0$47,342Yes (X)
CATHERINE KES
DIRECTOR - SPECIALTY FINAN40.00$139,278$0$32,176Yes (X)
BRIAN CHAMPEAU
DIRECTOR - EAST COAST REGI40.00$134,324$0$42,869Yes (X)
PERDRO CHAVES
DEPUTY CHIELF CREDIT OFFICER40.00$156,609$0$32,392Yes (X)
AMANDA SANCHEZ
DIRECTOR- PACIFIC NORTHWEST REGION40.00$142,809$0$43,618Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,666,122TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$649,453TotReportableCompRltdOrgAmt
Total Other Compensation$625,343TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K19IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
UNITED FUND ADVISORS
1455 NW IRVING STREETSUITE 590PORTLANDOR97209NMTC ADVISORY SERVICES$708,750
BAKER TILLY US LLP
BOX 78975MILWAUKEEWI53278CMF ADVISORY SERVICES$600,000
VERACRUZ ADVISORY LLC
122 24TH STREET WEST 1ABRADENTONFL34205COMMUNITY LEADERSHIP SERVICES$362,088
NOVOGRADAC & COMPANY LLP
PO BOX 7833SAN FRANCISCOCA94120AUDIT FEES$265,500
BERGMAN & ALLDERDICE
1200 WILSHIRE BLVDSTE 610LOS ANGELESCA90017LEGAL FEES$218,240
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K8CntrctRcvdGreaterThan100KCnt
Government Grants$6,197,097GovernmentGrantsAmt
All Other Contributions$334,000AllOtherContributionsAmt
Total Contributions$6,531,097TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
LOAN INTEREST INCOME900099$13,152,352$13,152,352
NMTC/LOAN FEES900099$3,404,840$3,404,840
ORIGINATION FEES900099$750,325$750,325
FieldValueIRS element (for citing)
Total Program Service Revenue$17,307,517TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,584,984TotalRevenueColumnAmt
Exclusion$1,584,984ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$13,000RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$13,000RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,000TotalRevenueColumnAmt
Exclusion$13,000ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$3,150,000OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$2,562,000OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$588,000OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$588,000TotalRevenueColumnAmt
Exclusion$588,000ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
OTHER INCOME900099$233,508$233,508
OTHER INCOME-ASP900099$39,000$39,000
LOAN RECOVERIES900099$21,234$21,234
FieldValueIRS element (for citing)
Other Revenue Total$293,742OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,318,340TotalRevenueColumnAmt
Related Or Exempt Func Income$17,307,517RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,479,726ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$296,500TotalAmt
Program Services$296,500ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,563,736TotalAmt
Program Services$1,698,930ProgramServicesAmt
Management And General$842,053ManagementAndGeneralAmt
Fundraising$22,753FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,045,516TotalAmt
Program Services$2,008,324ProgramServicesAmt
Management And General$1,009,897ManagementAndGeneralAmt
Fundraising$27,295FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$232,844TotalAmt
Program Services$159,195ProgramServicesAmt
Management And General$71,714ManagementAndGeneralAmt
Fundraising$1,935FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$853,790TotalAmt
Program Services$583,734ProgramServicesAmt
Management And General$262,961ManagementAndGeneralAmt
Fundraising$7,095FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$359,361TotalAmt
Program Services$245,694ProgramServicesAmt
Management And General$110,681ManagementAndGeneralAmt
Fundraising$2,986FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$432,421TotalAmt
Program Services$432,421ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$137,183TotalAmt
Management And General$137,183ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,546,000TotalAmt
Program Services$2,418,419ProgramServicesAmt
Management And General$116,401ManagementAndGeneralAmt
Fundraising$11,180FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$293,586TotalAmt
Management And General$293,586ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$123,727TotalAmt
Program Services$86,739ProgramServicesAmt
Management And General$29,272ManagementAndGeneralAmt
Fundraising$7,716FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$83,812TotalAmt
Program Services$46,169ProgramServicesAmt
Management And General$33,283ManagementAndGeneralAmt
Fundraising$4,360FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$102,709TotalAmt
Program Services$87,965ProgramServicesAmt
Management And General$12,678ManagementAndGeneralAmt
Fundraising$2,066FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$707,612TotalAmt
Program Services$412,048ProgramServicesAmt
Management And General$263,689ManagementAndGeneralAmt
Fundraising$31,875FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,473TotalAmt
Program Services$5,094ProgramServicesAmt
Management And General$3,320ManagementAndGeneralAmt
Fundraising$59FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$6,132,298TotalAmt
Program Services$6,132,298ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$139,624TotalAmt
Program Services$139,624ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$116,372TotalAmt
Program Services$87,278ProgramServicesAmt
Management And General$23,275ManagementAndGeneralAmt
Fundraising$5,819FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROVISION FOR LOAN LOSS$1,612,692$1,612,692
OREO EXPENSES$473,239$473,239
SERVICE CHARGES$162,558$111,392$50,636$530
UNIDOSUS-SUPPORTING$152,250$152,250

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$149,400TotalAmt
Program Services$39,931ProgramServicesAmt
Management And General$102,183ManagementAndGeneralAmt
Fundraising$7,286FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$20,725,703TotalAmt
Program Services$17,077,686ProgramServicesAmt
Management And General$3,515,062ManagementAndGeneralAmt
Fundraising$132,955FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$15,991,387BOYAmt
EOY$21,033,327EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$20,873,414BOYAmt
EOY$37,687,621EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,849,251BOYAmt
EOY$9,085,498EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$219,601,546BOYAmt
EOY$239,211,625EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$81,894BOYAmt
EOY$102,277EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,557,001LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$218,895LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,436,275BOYAmt
EOY$2,338,106EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$30,261,982BOYAmt
EOY$20,534,364EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$742,604BOYAmt
EOY$1,383,032EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$3,851,279EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$296,838,353BOYAmt
EOY$335,227,129EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,395,597BOYAmt
EOY$3,091,132EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$73,330,235BOYAmt
EOY$66,253,600EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$117,353,001BOYAmt
EOY$157,521,876EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$520,216BOYAmt
EOY$528,580EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$194,599,049BOYAmt
EOY$227,395,188EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$54,658,835BOYAmt
EOY$55,265,222EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$47,580,469BOYAmt
EOY$52,566,719EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$102,239,304BOYAmt
EOY$107,831,941EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$296,838,353BOYAmt
EOY$335,227,129EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$5,592,637ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1UNIDOSUSBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN860212873EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$17,077,686SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$17,077,686SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$217,000OtherCostOrOtherBasisAmt
Book Value$217,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,936,521OtherCostOrOtherBasisAmt
Depreciation$181,152DepreciationAmt
Book Value$1,755,369BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$55,136OtherCostOrOtherBasisAmt
Depreciation$5,158DepreciationAmt
Book Value$49,978BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$348,344OtherCostOrOtherBasisAmt
Depreciation$32,585DepreciationAmt
Book Value$315,759BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,338,106TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescBORROWER DEPOSITSDesc
Amt$528,580Amt
FieldValueIRS element (for citing)
Total Liability$528,580TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$18,573,350TotalRevEtcAuditedFinclStmtAmt
Other Revenue-$7,744,990OtherRevenueAmt
Revenue Not Reported-$7,744,990RevenueNotReportedAmt
Revenue Subtotal$26,318,340RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$26,318,340TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$12,980,713TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$12,980,713ExpensesSubtotalAmt
Other Expenses Not Included$7,744,990OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$7,744,990ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$20,725,703TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:RDF IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE IRC. IN ADDITION, RDF QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME THAT IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. MANAGEMENT EVALUATED RDF'S TAX POSITIONS AND CONCLUDED THAT RDF HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. CONSEQUENTLY, NO ACCRUAL FOR INTEREST AND PENALTIES WAS DEEMED NECESSARY FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022. RDF FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION.
PART XI, LINE 2D - OTHER ADJUSTMENTS:INTEREST EXPENSE -6,132,298. LOAN LOSS RESERVE -1,612,692.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INTEREST EXPENSE 6,132,298. LOAN LOSS RESERVE 1,612,692.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
EMPOWERING LATINA LEADERS IN ARIZONA
1824 W SELDON WAYPHOENIXAZ85021831869816501(C)3$245,000$0COMMUNITY DEVELOPMENT
JUNTOS COMMUNITY DEVELOPERS LLC
1831 E EARLL DRIVEPHOENIXAZ85016922498193$50,000$0COMMUNITY DEVELOPMENT
EMPOWERING LATINA LEADERS IN ARIZONA
1824 W SELDON WAYPHOENIXAZ85021831869816501(C)3$245,000$0COMMUNITY DEVELOPMENT
JUNTOS COMMUNITY DEVELOPERS LLC
1831 E EARLL DRIVEPHOENIXAZ85016922498193$50,000$0COMMUNITY DEVELOPMENT
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationRDF HAS A GRANT CONTRACT WITH ITS GRANTEES, WHICH ENCOMPASS THE VARIOUS PROJECT STAGES. THE CAPITAL IS ALLOCATED TO THIRD PARTY CONSULTANTS THAT PROVIDE THE TECHNICAL ASSISTANCE AND DEVELOPMENT PRACTICES FOR THE IMPLEMENTATION IN THE PROJECT.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
TOM ESPINOZA
PRESIDENT/CEO (THRU 12/31/22)$523,796$0$44,767$0$564,525$0$24,400$0$21,290$0$1,178,778$0$0$0
JANET MURGUIA
BOARD MEMBER$0$565,396$0$67,899$0$16,158$0$43,548$0$15,593$0$708,594$0$0
RODRIGO VELA
CHIEF FINANCIAL OFFICER(THRU 6/30/23$337,700$0$33,900$0$630$0$24,400$0$32,840$0$429,470$0$0$0
DAVID CLOWER
EVP FOR STRATEGIC INVESTMENTS$286,700$0$34,560$0$552$0$24,400$0$32,426$0$378,638$0$0$0
MELISSA MCDONALD
CHIEF OPERATING OFFICER$289,142$0$34,800$0$1,032$0$24,400$0$20,290$0$369,664$0$0$0
ANTONIO LOPEZ
CHIEF FINANCIAL OFFICER$179,115$0$16,200$0$552$0$15,729$0$32,372$0$243,968$0$0$0
ADRIAN RUIZ
CHIEF INVESTMENT OFFICER$164,969$0$24,750$0$216$0$15,281$0$32,372$0$237,588$0$0$0
SCOTT RICHTER
CHIEF CREDIT OFFICER$185,675$0$14,880$0$552$0$16,105$0$20,044$0$237,256$0$0$0
JUAN MADRID
CONTROLLER$169,354$0$17,000$0$360$0$15,012$0$32,330$0$234,056$0$0$0
MARY ANN DONOVAN
PRESIDENT/CEO$166,978$0$0$0$397$0$0$0$31,456$0$198,831$0$0$0
PERDRO CHAVES
DEPUTY CHIELF CREDIT OFFICER$139,569$0$16,800$0$240$0$12,570$0$19,822$0$189,001$0$0$0
AMANDA SANCHEZ
DIRECTOR- PACIFIC NORTHWEST REGION$128,040$0$14,559$0$210$0$11,512$0$32,106$0$186,427$0$0$0
BRIAN CHAMPEAU
DIRECTOR - EAST COAST REGI$125,169$0$7,571$0$1,584$0$10,723$0$32,146$0$177,193$0$0$0
CATHERINE KES
DIRECTOR - SPECIALTY FINAN$125,034$0$12,660$0$1,584$0$11,164$0$21,012$0$171,454$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION'S FORM 990 UNDERGOES A NUMBER OF INTERNAL AND EXTERNAL REVIEWS BEFORE IT IS FILED WITH THE IRS. THE RETURN IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM, AND IS REVIEWED BY THE ORGANIZATION'S CHIEF FINANCIAL OFFICER. A FINAL DRAFT OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND COMMENT BEFORE IT IS FILED WITH THE IRS. ANY QUESTIONS OR ISSUES ARE ADDRESSED AND RESOLVED WITH THE CHIEF FINANCIAL OFFICER.
FORM 990, PART VI, SECTION B, LINE 12CTHE POLICY IS DESIGNED TO HELP DIRECTORS, OFFICERS AND EMPLOYEES OF THE CORPORATION IDENTIFY SITUATIONS THAT PRESENT POTENTIAL CONFLICTS OF INTEREST AND PROVIDE THEM WITH PROCEDURES WHICH, IF FOLLOWED, WILL HELP ASSURE THAT THE CORPORATION ENTERS INTO A FINANCIAL TRANSACTION AND ARRANGEMENTS THAT ARE IN ITS INTERESTS, VALID AND BINDING. ANY INTERESTED PARTY WITH A POTENTIAL CONFLICT OF INTEREST SHALL DISCLOSE ITS CONFLICT TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS, WHICH THEN DELIBERATES IN THE ABSENCE OF THE INTERESTED PARTY THE EXISTENCE OR ABSENCE OF CONFLICT. AFTER MAKING SUCH DETERMINATION BY VOTE, THE COMMITTEE COMMUNICATES ITS CONCLUSION TO THE CORRESPONDING AUTHORITY THAT HAS APPROVALS TO ENTER INTO SUCH FINANCIAL TRANSACTION, AND THEN A VOTE BY THAT AUTHORITY ON WHETHER THE CORPORATION SHOULD ENTER OR NOT ENTER SUCH A FINANCIAL TRANSACTION TAKES PLACE WITHOUT THE INPUT OF THE INTERESTED PARTY IF A CONFLICT DEEMED TO EXIST.
FORM 990, PART VI, SECTION B, LINE 15ATHE PERSONNEL COMMITTEE IS CHARGED WITH THE PERFORMANCE REVIEW OF THE PRESIDENT & CEO. THE REVIEW IS BASED ON THE ANNUAL OPERATING GOALS ESTABLISHED FOR THE ORGANIZATION, THESE INCLUDE PRODUCTIONS, FINANCIAL, FUND RAISING AND OPERATION GOALS. BASED ON THE OVERALL PERFORMANCE THE COMMITTEE RECOMMENDS A SALARY MODIFICATION AND BONUS, THAT IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAINTAINS AN UPDATED COPY OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC REVIEW FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).
FORM 990, PART IX, LINE 11GCONSULTING FEES: PROGRAM SERVICE EXPENSES 2,235,490. MANAGEMENT AND GENERAL EXPENSES 45,974. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,281,464. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 182,929. MANAGEMENT AND GENERAL EXPENSES 70,427. FUNDRAISING EXPENSES 11,180. TOTAL EXPENSES 264,536.
FORM 990, PART XII, LINE 2C:THERE HAVE BEEN NO CHANGES DURING THE YEAR IN THE PROCESS.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
RAZA COMMUNITY VENTURES LLC (RCV)
410 E SOUTHERN AVEPHOENIXAZ85040521954196HOLDING ASSETS FOR COMMUNITY DEVELOPMENTAZ$26,105$2,081,081RAZA DEVELOPMENT FUND INC
RDF FUND MANAGER LLC (RDFFM)
410 E SOUTHERN AVEPHOENIXAZ85040453280259MANAGE BUSINESS AND CARRY-OUT THE PURPOSE OF THE INVESTMENT FUNDAZ$0$0RAZA DEVELOPMENT FUND INC
RAZA COMMUNITY VENTURES LLC (RCV)
410 E SOUTHERN AVEPHOENIXAZ85040521954196HOLDING ASSETS FOR COMMUNITY DEVELOPMENTAZ$26,105$2,081,081RAZA DEVELOPMENT FUND INC
RDF FUND MANAGER LLC (RDFFM)
410 E SOUTHERN AVEPHOENIXAZ85040453280259MANAGE BUSINESS AND CARRY-OUT THE PURPOSE OF THE INVESTMENT FUNDAZ$0$0RAZA DEVELOPMENT FUND INC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
UNIDOSUS
1126 16TH STREET NWWASHINGTONDC20036860212873WORKS TO IMPROVE OPPORTUNITIES FOR HISPANIC AMERICANSAZ501(C)(3)LINE 7N/A0
UNIDOS INVESTMENT FUND INC
1126 16TH STREET NWWASHINGTONDC20036522268398SUPPORT THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF UNIDOSUSDE501(C)(3)LINE 12A, I0UNIDOSUS
UNIDOSUS
1126 16TH STREET NWWASHINGTONDC20036860212873WORKS TO IMPROVE OPPORTUNITIES FOR HISPANIC AMERICANSAZ501(C)(3)LINE 7N/A0
STRATEGIC INVESTMENT FUND FOR LA RAZA INC
1126 16TH STREET NWWASHINGTONDC20036522268398SUPPORT THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF UNIDOSUSDE501(C)(3)LINE 12A, I0UNIDOSUS

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (35 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
PARTNERSHIPS OF HOPE IX LLC
410 E SOUTHERN AVEPHOENIXAZ85040452500321COMMUNITY DEVELOPMENTDERAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE XII LLC
410 E SOUTHERN AVEPHOENIXAZ85040464994475COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE XIII LLC
410 E SOUTHERN AVEPHOENIXAZ85040465008076COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE XIV LLC
410 E SOUTHERN AVEPHOENIXAZ85040465020812COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE XVI LLC
410 E SOUTHERN AVEPHOENIXAZ85040474059147COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE XVII LLC
410 E SOUTHERN AVEPHOENIXAZ85040474072914COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE XVIII LLC
410 E SOUTHERN AVEPHOENIXAZ85040474082772COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE XIX LLC
410 E SOUTHERN AVEPHOENIXAZ85040474096349COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE XX LLC
410 E SOUTHERN AVEPHOENIXAZ85040474111111COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE XXI LLC
410 E SOUTHERN AVEPHOENIXAZ85040824256474COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE XXII LLC
410 E SOUTHERN AVEPHOENIXAZ85040824266478COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE XV LLC
410 E SOUTHERN AVEPHOENIXAZ85040465044339COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE XXIII LLC
410 E SOUTHERN AVEPHOENIXAZ85040824284967COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE XXIV LLC
410 E SOUTHERN AVEPHOENIXAZ85040824301496COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE XXV LLC
410 E SOUTHERN AVEPHOENIXAZ85040824320628COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE XXVI LLC
410 E SOUTHERN AVEPHOENIXAZ85040824337795COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE XXVIII LLC
410 E SOUTHERN AVEPHOENIXAZ85040824375410COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE XXX LLC
410 E SOUTHERN AVEPHOENIXAZ85040824412496COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE XXVII LLC
410 E SOUTHERN AVEPHOENIXAZ85040824356038COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE XXIX LLC
410 E SOUTHERN AVEPHOENIXAZ85040824398522COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE 31 LLC
410 E SOUTHERN AVEPHOENIXAZ85040832223987COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE 32 LLC
410 E SOUTHERN AVEPHOENIXAZ85040832230558COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE 33 LLC
410 E SOUTHERN AVEPHOENIXAZ85040832246103COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE 34 LLC
410 E SOUTHERN AVEPHOENIXAZ85040832260274COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE 35 LLC
410 E SOUTHERN AVEPHOENIXAZ85040832273662COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE 36 LLC
410 E SOUTHERN AVEPHOENIXAZ85040832291853COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE 37 LLC
410 E SOUTHERN AVEPHOENIXAZ85040832307845COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE 38 LLC
410 E SOUTHERN AVEPHOENIXAZ85040832324080COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE 39 LLC
410 E SOUTHERN AVEPHOENIXAZ85040832338596COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE 40 LLC
410 E SOUTHERN AVEPHOENIXAZ85040832350941COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE 41 LLC
410 E SOUTHERN AVEPHOENIXAZ85040862890475COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE 42 LLC
410 E SOUTHERN AVEPHOENIXAZ85040862912659COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)0.00010
PARTNERSHIPS OF HOPE VIII LLC
410 E SOUTHERN AVEPHOENIXAZ85040452500256COMMUNITY DEVELOPMENTDERAZA DEVELOPMENT FUNDRELATED0Yes (1)
PARTNERSHIPS OF HOPE X LLC
410 E SOUTHERN AVEPHOENIXAZ85040452500384COMMUNITY DEVELOPMENTDERAZA DEVELOPMENT FUNDRELATED0Yes (1)
PARTNERSHIPS OF HOPE XI LLC
410 E SOUTHERN AVEPHOENIXAZ85040454982815COMMUNITY DEVELOPMENTMORAZA DEVELOPMENT FUNDRELATED0Yes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
PARTNERSHIPS OF HOPE XXVII LLC
L$65,286ACCRUAL
PARTNERSHIPS OF HOPE XVI LLC
L$64,500ACCRUAL
PARTNERSHIPS OF HOPE 34 LLC
L$87,214ACCRUAL
PARTNERSHIPS OF HOPE 37 LLC
L$60,096ACCRUAL