INTER-AMERICAN DIALOGUE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- INTER-AMERICAN DIALOGUE (EIN 52-1830369)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-07
- IRS object ID
- 202443129349304004
- 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 D
- Schedule F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-07T14:47:47-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521993362 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | 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 | 521830369 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTER-AMERICAN DIALOGUE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 2028229002 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1155 15TH STREET NW 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200052706 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA BILL CHAVEZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2028229002 | PhoneNum |
| Signature | 2024-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J LOCASTRO CPA | PreparerPersonNm |
| PTIN | P00288314 | PTIN |
| Phone | 3019519090 | PhoneNum |
| 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 | REBECCA BILL CHAVEZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1155 15TH STREET NW 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200052706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,173,365 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEDIALOGUE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 30 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,765,105 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,331,961 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $591,994 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $507,853 | CYProgramServiceRevenueAmt |
| PY Investment Income | $146,790 | PYInvestmentIncomeAmt |
| CY Investment Income | $192,730 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$172,086 | PYOtherRevenueAmt |
| CY Other Revenue | -$144,045 | CYOtherRevenueAmt |
| PY Total Revenue | $3,331,803 | PYTotalRevenueAmt |
| CY Total Revenue | $3,888,499 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,180,689 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,832,747 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $17,287 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,962,668 | PYOtherExpensesAmt |
| CY Other Expenses | $2,261,275 | CYOtherExpensesAmt |
| PY Total Expenses | $4,143,357 | PYTotalExpensesAmt |
| CY Total Expenses | $4,094,022 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$811,554 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$205,523 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,554,014 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,967,352 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,777,091 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,834,025 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,776,923 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,133,327 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE INTER-AMERICAN DIALOGUE BRINGS TOGETHER PUBLIC AND PRIVATE LEADERS FROM ACROSS THE AMERICAS TO BUILD COOPERATION AMONG WESTERN HEMISPHERE NATIONS AND ADVANCE A REGIONAL AGENDA OF DEMOCRATIC GOVERNANCE, SOCIAL EQUITY, AND ECONOMIC GROWTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $827,666 | ExpenseAmt |
| Desc | EDUCATION: THE DIALOGUE SEEKS TO IMPROVE THE QUALITY OF EDUCATION IN LATIN AMERICA BY BUILDING ON ITS CONVENING POWER AND THE STRONG REGIONAL NETWORK OF EXPERTS AND LEADERS TO ADVANCE EVIDENCE-INFORMED EDUCATION POLICIES IN LATIN AMERICA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $626,427 | ExpenseAmt |
| Desc | REMITTANCES AND DEVELOPMENT: THE DIALOGUE STUDIES REMITTANCE TRENDS, FINANCIAL ACCESS, AND REMITTANCE TRANSACTION COSTS IN MIGRANT HOST AND HOME COUNTRIES IN THE WESTERN HEMISPHERE AND WORLDWIDE. RESEARCH AND MEETINGS ALSO FOCUS ON HOW DEVELOPMENT POLICIES AFFECT MIGRATORY FLOWS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $559,389 | ExpenseAmt |
| Desc | U.S. POLICY: THE DIALOGUE'S WORK (ON U.S. POLICY) INCLUDES A RANGE OF PROJECTS AND EVENTS THAT FOCUS ON U.S. POLICY TOWARD LATIN AMERICA AND THE CARIBBEAN GENERALLY, AND TOWARDS SPECIFIC COUNTRIES AND ISSUES. THIS INCLUDES THE DIALOGUE'S PROGRAMS ON THE ANDEAN REGION, BRAZIL, MEXICO, CUBA, AND THE NATIONS OF CENTRAL AMERICA; ON U.S.-LATIN AMERICAN TRADE NEGOTIATIONS; ON LONG-TERM GLOBAL TRENDS; AND ON THE U.S. PARTICIPATION IN INTER-AMERICAN INSTITUTIONS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (6 entries)
| ExpenseExpenseAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|
| $339,838 | ASIA AND LATIN AMERICA: THE DIALOGUE ENGAGES AND INFORMS ACADEMICS, POLICY-MAKERS AND PRIVATE SECTOR LEADERS ON EVOLVING THEMES IN LATIN AMERICA'S RELATIONS WITH ASIA. OUR WORKING GROUP MEETINGS, EVENTS AND PUBLICATIONS SEEK TO ADDRESS AREAS OF CRITICAL INTERESTS AND TO IDENTIFY SHARED PRIORITIES IN LATIN AMERICAN NATIONS AND THEIR INTERNATIONAL PARTNERS. | |
| $321,200 | CORPORATE PROGRAMS: THE DIALOGUE'S CORPORATE PROGRAM ENGAGES WESTERN HEMISPHERE BUSINESS AND FINANCIAL LEADERS IN THE DIALOGUE'S ACTIVITIES AND CAPTURES THE VIEWPOINTS OF LEADING PRIVATE SECTOR EXECUTIVES IN OUR EVENTS AND PUBLICATIONS. THE CORPORATE PROGRAM PROVIDES INFORMATION AND ANALYSIS TO MEMBER COMPANIES, AND PRODUCES A SERIES OF NEWSLETTERS ON POLITICAL AND ECONOMIC ISSUES OF INTEREST TO THE CORPORATE COMMUNITY. | $507,853 |
| $311,480 | OUTREACH AND COMMUNICATIONS: ALL THE DIALOGUE PROGRAMS COMMUNICATE THEIR ANALYSIS AND RECOMMENDATIONS TO POLICY AND MEDIA COMMUNITIES IN THE U.S. AND LATIN AMERICA, AND BEYOND THROUGH PUBLISHED REPORTS AND ARTICLES, PUBLIC AND PRIVATE FORUMS, PRESS CONFERENCES, AND BRIEFINGS FOR POLICY OFFICIALS. A CENTRALIZED OUTREACH FUNCTION MAINTAINS ONGOING COMMUNICATION WITH THE DIALOGUE'S MEMBERSHIP, THE U.S. CONGRESS, THE MEDIA AND OTHER ORGANIZATIONS INVOLVED IN HEMISPHERIC ISSUES. | |
| $241,458 | ENERGY AND CLIMATE CHANGE: FRAMES POLICY DEBATES ON INVESTMENT AND SUSTAINABLE DEVELOPMENT OF NATURAL RESOURCES BY PROVIDING BALANCED ANALYSIS AND BY CONVENING POLICYMAKERS, CORPORATE LEADERS AND EXPERTS. THE PROGRAM SEEKS TO IMPROVE INFORMATION AND COMMUNICATION TO HELP POLICYMAKERS ATTRACT INVESTMENT WHILE ADDRESSING ENVIRONMENTAL, SOCIAL AND ECONOMIC CONCERNS. IT ALSO PROMOTES DIALOGUE AMONG COUNTRIES TO ENHANCE ENERGY INTEGRATION AND IMPROVE ACCESS TO CLEAN, SECURE ENERGY SUPPLIES. | |
| $133,361 | RULE OF LAW: THE PROGRAM WAS ESTABLISHED IN 2015 TO HONOR PETER D. BELL, A FOUNDING COCHAIR OF THE DIALOGUE'S BOARD OF DIRECTORS, WITH SUPPORT OF THE FORD FOUNDATION. THE PROGRAM AIMS TO PROMOTE POLICY DISCUSSIONS AROUND HUMAN RIGHTS, DEMOCRATIC INSTITUTIONS, GOVERNMENT ACCOUNTABILITY, CIVIL SOCIETY ENGAGEMENT, AND HEMISPHERIC COOPERATION. | |
| $54,898 | LINOWITZ FORUM: THE LINOWITZ FORUM PERIODICALLY ASSEMBLES THE DIALOGUE'S CORE MEMBERSHIP TO REVIEW AND DISCUSS THE MOST IMPORTANT ISSUES IN HEMISPHERIC AFFAIRS. THEIR FINDINGS AND RECOMMENDATIONS ARE PUBLISHED AND COMMUNICATED TO DECISION-MAKERS AND OPINION LEADERS THROUGHOUT THE HEMISPHERE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,402,235 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $507,853 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,415,717 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 30 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | GT | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REBECCA CHAVEZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028229002 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1155 15TH STREET SUITE 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| LAURA CHINCHILLA | |||||||
| CO-CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THOMAS A SHANNON JR | |||||||
| CO-CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THOMAS F MCLARTY III | |||||||
| CO-VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| L ENRIQUE GARCIA | |||||||
| CO-VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETER MCPHERSON | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERTO TEIXEIRA DA COSTA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY DOER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SYLVIA ESCOVAR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA HRINAK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EARL JARRETT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSANA MALCORRA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ARTURO SARUKHAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIA FERNANDA TEIXEIRA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PRISCILA VANSETTI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA BILL CHAVEZ | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $327,601 | $0 | $27,402 | ||
| MANUEL OROZCO | |||||||
| PROGRAM DIRECTOR | 40.00 | $165,651 | $0 | $31,918 | Yes (X) | ||
| ARIEL FISZBEIN | |||||||
| PROGRAM DIRECTOR | 40.00 | $149,581 | $0 | $8,760 | Yes (X) | ||
| MARGARET MULLINEX | |||||||
| PROGRAM DIRECTOR | 40.00 | $112,970 | $0 | $5,792 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $755,803 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $73,872 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|
| YOUR PART-TIME CONTROLLER | ||||||||
| 1500 WALNUT STREET SUITE 1200 | PHILADELPHIA | PA | 19102 | OUTSOURCED ACCOUNTING | $137,640 | |||
| CAPRI | ||||||||
| CONSULTING | $115,000 | 29 MUNROE ROAD GUANGO TREE HOUSE | KINGSTON | JM | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $130,000 | MembershipDuesAmt |
| Fundraising | $212,556 | FundraisingAmt |
| Government Grants | $244,868 | GovernmentGrantsAmt |
| All Other Contributions | $2,744,537 | AllOtherContributionsAmt |
| Noncash Contributions | $105,529 | NoncashContributionsAmt |
| Total Contributions | $3,331,961 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORPORATE PROGRAM | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $507,853 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $507,853 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $507,853 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $128,232 | TotalRevenueColumnAmt |
| Exclusion | $128,232 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43 | TotalRevenueColumnAmt |
| Exclusion | $43 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,990,667 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,926,169 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $64,498 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,498 | TotalRevenueColumnAmt |
| Exclusion | $64,498 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $213,944 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $212,556 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $358,697 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$144,753 | TotalRevenueColumnAmt |
| Exclusion | -$144,753 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS | 900099 | $1,351 | $1,351 |
| CONVERSION LOSS | 900099 | -$686 | -$686 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $665 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,888,499 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $507,853 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $48,685 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,003 | TotalAmt |
| Program Services | $266,252 | ProgramServicesAmt |
| Management And General | $88,751 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,142,400 | TotalAmt |
| Program Services | $1,044,950 | ProgramServicesAmt |
| Management And General | $97,450 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,811 | TotalAmt |
| Program Services | $34,954 | ProgramServicesAmt |
| Management And General | $4,857 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,544 | TotalAmt |
| Program Services | $164,658 | ProgramServicesAmt |
| Management And General | $18,886 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,989 | TotalAmt |
| Program Services | $98,326 | ProgramServicesAmt |
| Management And General | $13,663 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,267 | TotalAmt |
| Program Services | $10,696 | ProgramServicesAmt |
| Management And General | $4,571 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,091 | TotalAmt |
| Program Services | $127,572 | ProgramServicesAmt |
| Management And General | $54,519 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,278 | TotalAmt |
| Management And General | $61,278 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $626,572 | TotalAmt |
| Program Services | $433,270 | ProgramServicesAmt |
| Management And General | $193,302 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,948 | TotalAmt |
| Program Services | $50,031 | ProgramServicesAmt |
| Management And General | $8,085 | ManagementAndGeneralAmt |
| Fundraising | $832 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,634 | TotalAmt |
| Program Services | $228,165 | ProgramServicesAmt |
| Management And General | $11,568 | ManagementAndGeneralAmt |
| Fundraising | $2,901 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $559,055 | TotalAmt |
| Program Services | $491,459 | ProgramServicesAmt |
| Management And General | $54,042 | ManagementAndGeneralAmt |
| Fundraising | $13,554 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,835 | TotalAmt |
| Program Services | $212,581 | ProgramServicesAmt |
| Management And General | $254 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,751 | TotalAmt |
| Program Services | $245,318 | ProgramServicesAmt |
| Management And General | $433 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,144 | TotalAmt |
| Program Services | $217 | ProgramServicesAmt |
| Management And General | $927 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,336 | TotalAmt |
| Management And General | $11,336 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,407 | TotalAmt |
| Management And General | $23,407 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EQUIP. RENT/MAINTENANCE | $10,554 | $700 | $9,854 |
| SUBSCRIPTIONS | $10,403 | $6,568 | $3,835 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,094,022 | TotalAmt |
| Program Services | $3,415,717 | ProgramServicesAmt |
| Management And General | $661,018 | ManagementAndGeneralAmt |
| Fundraising | $17,287 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,697 | TotalAmt |
| Program Services | $269,023 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $89,674 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,102 | BOYAmt |
| EOY | $447,943 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,509 | BOYAmt |
| EOY | $615,285 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $368,240 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $411,329 | BOYAmt |
| EOY | $25,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,893 | BOYAmt |
| EOY | $21,790 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $352,148 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $309,297 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,187 | BOYAmt |
| EOY | $42,851 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,264,817 | BOYAmt |
| EOY | $5,637,672 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,248,177 | BOYAmt |
| EOY | $2,808,571 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,554,014 | BOYAmt |
| EOY | $9,967,352 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,345 | BOYAmt |
| EOY | $197,052 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $618,423 | BOYAmt |
| EOY | $235,240 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,720 | BOYAmt |
| EOY | $13,874 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,878,603 | BOYAmt |
| EOY | $3,387,859 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,777,091 | BOYAmt |
| EOY | $3,834,025 | 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 | $2,986,884 | BOYAmt |
| EOY | $2,876,358 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,790,039 | BOYAmt |
| EOY | $3,256,969 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,776,923 | BOYAmt |
| EOY | $6,133,327 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,554,014 | BOYAmt |
| EOY | $9,967,352 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$205,523 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $561,927 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $3,550,886 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,605,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,982,845 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,765,105 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,331,961 | CurrentTaxYearAmt |
| Total | $15,236,047 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,550,886 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,605,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,982,845 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,765,105 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,331,961 | CurrentTaxYearAmt |
| Total | $15,236,047 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,210,294 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,025,753 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $269,457 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $192,586 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $137,666 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $103,992 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $128,275 | CurrentTaxYearAmt |
| Total | $831,976 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,147 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,414 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,498 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,544 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $665 | CurrentTaxYearAmt |
| Total | $100,268 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,168,291 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,043,022 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74380 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73390 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,123,370 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $551,223 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $950,000 | OtherExpendituresAmt |
| End Year Balance | $4,724,593 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,731,527 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$908,157 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $700,000 | OtherExpendituresAmt |
| End Year Balance | $5,123,370 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,093,707 | BeginningYearBalanceAmt |
| Contributions | $11,307 | ContributionsAmt |
| Investment Earnings Or Losses | $626,513 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,731,527 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,905,526 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $783,181 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $595,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,093,707 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,399,869 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $890,657 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $385,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,905,526 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.61660 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.28460 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09880 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $67,884 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,169 | DepreciationAmt |
| Book Value | $30,715 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $126,248 | OtherCostOrOtherBasisAmt |
| Depreciation | $114,112 | DepreciationAmt |
| Book Value | $12,136 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $158,016 | OtherCostOrOtherBasisAmt |
| Depreciation | $158,016 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $42,851 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT-OF-USE ASSET, NET | $2,776,626 |
| DEPOSITS | $31,945 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,808,571 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITY | $3,384,813 |
| REFUNDABLE ADVANCE | $3,046 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,387,859 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $4,747,845 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $561,927 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $358,697 | OtherRevenueAmt |
| Revenue Not Reported | $920,624 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,827,221 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $61,278 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $61,278 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,888,499 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,391,441 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $358,697 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $358,697 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,032,744 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $61,278 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $61,278 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,094,022 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO HELP SUPPORT THE ACTIVITIES OF THE SOL M. LINOWITZ FORUM AND OTHER OPERATING AND PROGRAMMING ACTIVITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES REPORTED AS EXPENSES ON THE FINANCIAL STATEMENTS AND NETTED AGAINST EVENT REVENUE ON PART VIII, LINE 8B. 358,697. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES REPORTED AS EXPENSES ON THE FINANCIAL STATEMENTS AND NETTED AGAINST EVENT REVENUE ON PART VIII, LINE 8B. 358,697. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 44 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICE ACTIVITIES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | FINANCIAL EDUCATION, SEMINARS, WORKSHOPS | SpecificServicesProvidedTxt |
| Region Total Expenditures | $161,284 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 44 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 44 | TotalEmployeeCnt |
| Subtotal Spent | $161,284 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $161,284 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $426,500 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $212,556 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $213,944 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $8,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $77,280 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $273,417 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $426,500 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $212,556 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $213,944 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $77,280 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $273,417 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $358,697 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$144,753 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| REBECCA BILL CHAVEZ | ||||||||||||||
| PRESIDENT & CEO | $327,601 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $27,402 | $0 | $355,003 | $0 | $0 | $0 |
| MANUEL OROZCO | ||||||||||||||
| PROGRAM DIRECTOR | $165,651 | $0 | $0 | $0 | $0 | $0 | $8,477 | $0 | $23,441 | $0 | $197,569 | $0 | $0 | $0 |
| ARIEL FISZBEIN | ||||||||||||||
| PROGRAM DIRECTOR | $149,581 | $0 | $0 | $0 | $0 | $0 | $7,572 | $0 | $1,188 | $0 | $158,341 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $105,529 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THIS COLUMN REPORTS THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN WAS PREPARED BY THE OUTSIDE ACCOUNTANT AND REVIEWED BY SENIOR MANAGEMENT. THE DRAFT 990 WAS REVIEWED AND APPROVED BY THE FINANCE AND AUDIT COMMITTEE. A COPY WAS SENT TO THE ENTIRE BOARD PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | DURING THE DECEMBER BOARD OF DIRECTORS MEETING, BOARD MEMBERS ARE ASKED TO COMPLETE A CONFLICT OF INTEREST SIGN-OFF SHEET. IF ANY CONFLICT OF INTEREST ARISES WITH REGARD TO A MATTER REQUIRING ACTION BY THE BOARD OF DIRECTORS, THE INTERESTED PERSON BRINGS IT TO THE ATTENTION OF THE BOARD OF DIRECTORS AND SUCH PERSON DOES NOT VOTE ON THE MATTER. STAFF ARE EXPECTED TO KEEP SUPERVISORS INFORMED OF ANY OUTSIDE ACTIVITIES RELATED TO THE WORK THEY DO AT THE DIALOGUE, AND ANY CONCERNS ARE ADDRESSED AT THAT LEVEL. STAFF ALSO COMPLETE A CONFLICT OF INTERST FORM ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15A | IN DETERMINING THE PRESIDENT'S COMPENSATION, THE DIRECTOR OF FINANCE AND ADMINISTRATION SUBMITS TO THE TREASURER OF THE BOARD THE RESULTS OF RELEVANT COMPENSATION SURVEYS, OTHER FORM 990S, THE SALARY HISTORY OF THE PRESIDENT AND MANAGEMENT'S RECOMMENDATION FOR OVERALL RAISE POLICIES FOR THE COMING YEAR. THIS INFORMATION IS THEN DISCUSSED BY THE COMPENSATION COMMITTEE OF THE BOARD. THE COMPENSATION COMMITTEE MAKES A DECISION REGARDING THE PRESIDENT'S COMPENSATION FOR THE FOLLOWING YEAR IN CLOSED SESSION AND SUBMITS THEIR DECISION TO BOARD OF DIRECTORS DURING THE EXECUTIVE SESSION OF THE DECEMBER BOARD MEETING. THE FINAL DECISION IS SUBMITTED TO THE DIRECTOR OF FINANCE AND ADMINISTRATION FOR IMPLEMENTATION. THE BOARD OF DIRECTORS HIRED A NEW PRESIDENT & CEO IN APRIL OF 2022 WITH A FULL COMPENSATION REVIEW COMPLETED AT THAT TIME. ALL OTHER TOP MANAGEMENT SALARIES WERE REVIEWED IN DECEMBER 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE INTER-AMERICAN DIALOGUE'S GOVERNING DOCUMENTS, POLICIES AND AUDITED FINANCIAL REPORTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE MAILED OR E-MAILED TO THE DIALOGUE'S MAJOR FUNDERS, MAINLY UPON THEIR REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING: PROGRAM SERVICE EXPENSES 393,221. MANAGEMENT AND GENERAL EXPENSES 168,044. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 561,265. HONORARIA: PROGRAM SERVICE EXPENSES 35,431. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,431. OTHER SERVICES: PROGRAM SERVICE EXPENSES 2,560. MANAGEMENT AND GENERAL EXPENSES 24,378. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,938. OTHER INSTITUTIONAL FEES: PROGRAM SERVICE EXPENSES 2,058. MANAGEMENT AND GENERAL EXPENSES 880. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,938. |