2023-11-07T12:43:35-06:00 2022-12-31 PENA BRIONES MCDANIEL & CO PC 4171 N MESA SUITE B-100 EL PASO TX 799021498 990 2022-01-01 522072106 LULAC INSTITUTE INC % LISA SMITH LULA 2028336130 1133 19TH ST NW Suite 1000 WASHINGTON DC 20036 DOMINGO GARCIA PRESIDENT 2028336130 2023-08-31 true DOMINGO GARCIA 999009999 RENE D PENA CPA P00533121 9155421733 2 2022 2023-04-26 12:10:37Z DOMINGO GARCIA 1133 19TH ST NW1000 WASHINGTON DC 20036 5877281 false X N/A X 1997 DC THE ORGANIZATION WAS CREATED TO FURTHER LULAC NATIONAL OPERATIONS THROUGH EDUCATIONAL CONFERENCES, DISASTER RELIEF, CIVIL RIGHTS COLLABORATION, WOMEN'S RIGHTS, AND OTHER ISSUES. 10 10 25 50 0 0 4450021 3541293 845850 2241683 4494 8314 100906 85991 5401271 5877281 0 0 0 0 1195202 1412759 0 0 56914 2610443 5238166 3805645 6650925 1595626 -773644 6596783 5849441 289344 335733 6307439 5513708 LULAC INSTITUTE, INC. WAS CREATED TO FORGE AN ECONOMIC ALLIANCE WITH CORPORATE AMERICA. THE ORGANIZATION CHANNELS PRIVATE AND FOUNDATION RESOURCES AND PROGRAMS ON THE NATIONAL, STATE, AND LOCAL LEVEL. false false 1105735 110500 ANNUAL CONFERENCE: THE ORGANIZATION'S ANNUAL NATIONAL TRAINING INSTITUTE, CONFERENCE AND EXHIBITION ASSEMBLES THE LULAC MEMBERSHIP IN A WEEK LONG EVENT CONSISTING OF WORKSHOPS, EXHIBITS, BANQUETS, ELECTION OF NATIONAL OFFICERS, AND GENERAL ASSEMBLY TO SET THE ORGANIZATION'S PRIORITIES AND ESTABLISH ITS POSITION ON ISSUES OF CRITICAL CONCERN TO THE HISPANIC COMMUNITY. THE CONVENTION INCLUDES, BUT IS NOT LIMITED TO, ISSUES CONCERNING EDUCATION, EMPLOYMENT, WOMEN'S CONCERNS, LEADERSHIP, HEALTH, SMALL BUSINESS DEVELOPMENT, AND CORPORATE RELATIONS. 3857550 2131183 LULAC FEDERAL TRAINING INSTITUTE: THE ORGANIZATION, IN CONJUCTION WITH ITS CORPORATE PARTNERS, ESTABLISHED THIS ENTITY IN ORDER TO DEVELOP AWARENESS AND CONSEQUENCES OF HOME OWNERSHIP, HEALTH ISSUES, CIVIL RIGHTS PROJECTS, EDUCATION, AS WELL AS OTHER INITIATIVES OF IMPORTANCE AND CONCERN TO THE HISPANIC COMMUNITY. 4963285 true true false false false false false false false false true false false false false false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false true X 31 0 true 25 true true true false false false false false false false false false false false false false false false false false X 10 10 false false false false false false false true true false false true true true true true false true true false X LISA SMITH 2028336130 1133 19TH ST NW WASHINGTON DC 20036 LISA E SMITH CHIEF FINANCIAL OFFICER 25.0 25.0 X 132657 46856 7000 SINDY M BENAVIDES CHIEF EXECUTIVE OFFICER 20.0 20.0 X 77534 37107 4341 DOMINGO GARCIA PRESIDENT 5.0 0.0 X X 0 0 0 SUMMER GONZALES TREASURER 5.0 0.0 X X 0 0 0 GLORIA SASSER SECRETARY 5.0 0.0 X X 0 0 0 JAMES FUKUDA DIRECTOR 5.0 0.0 X 0 0 0 EULER TORRES DIRECTOR 5.0 0.0 X 0 0 0 JOSE JAVIER LOPEZ DIRECTOR 5.0 0.0 X 0 0 0 LYDIA MEDRANO DIRECTOR 5.0 0.0 X 0 0 0 LUPE TORRES DIRECTOR 5.0 0.0 X 0 0 0 RICHARD ESTRADA DIRECTOR 5.0 0.0 X 0 0 0 ROGER C ROCHA JR VICE PRESIDENT 5.0 0.0 X X 0 0 0 210191 83963 11341 1 false true false NONE 0 25000 181559 3334734 3541293 FEDERAL TRAINING INSTITUTE 900099 2131183 2131183 CONFERENCE AND PROGRAMS 900099 110500 110500 2241683 8314 8314 0 0 83991 83991 0 83991 0 0 0 0 0 0 0 0 0 0 ADMINISTRATIVE INCOME 541800 2000 2000 2000 5877281 2243683 8314 0 0 0 0 210191 159897 50200 94 0 1061307 807360 253472 475 0 46787 35592 11174 21 94474 71869 22563 42 0 0 23881 21350 2390 141 0 0 0 23337 20864 2336 137 125427 56459 68272 696 155282 136416 17550 1316 0 0 225995 175102 49143 1750 755655 585992 143375 26288 0 1385075 1105735 254841 24499 10306 0 10306 0 0 385601 385601 149030 124178 23777 1075 PROGRAM EXPENSES 783435 616014 167421 0 TRAINING 6475 3225 3250 0 EQUIPMENT RENTAL & MAINTENANCE 30386 23316 7070 0 BAD DEBT EXPENSE 29200 29200 0 0 1149081 990716 157985 380 6650925 4963285 1630726 56914 4583581 3718902 507767 495171 0 0 728622 1116710 0 0 0 0 0 100000 0 0 0 0 3028081 2688466 679190 339615 0 0 0 0 0 0 0 0 97623 79043 6596783 5849441 139444 169444 0 0 0 0 0 0 0 0 0 0 149900 166289 0 0 0 0 289344 335733 X 2966398 2067658 3341041 3446050 6307439 5513708 6596783 5849441 -773644 -20087 X false true X true false X 1682072 1921241 5168840 4450021 3541293 16763467 0 0 1682072 1921241 5168840 4450021 3541293 16763467 0 16763467 836 116 603 4494 8314 14363 0 2936 11728 1000 7694 2000 25358 16803188 3560099 0.99764 0.99746 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 146000 15524 130476 363581 304352 59229 2518500 2368590 149910 339615 5857194 -20087 -20087 5877281 5877281 6650925 6650925 6650925 X X false false false false false false false false false LISA E SMITH CHIEF FINANCIAL OFFICER 132657 46856 7000 139657 46856 SCHEDULE J: PART I - LINE 3 THE COMPENSATION OF THE CFO IS DETERMINED BY AN EXECUTIVE COMMITTEE WHICH REVIEWS COMPENSATION OF SIMILAR NATIONAL ORGANIZATIONS WITH SIMILAR BUDGETS AND OF SIMILAR SIZE. BASED ON THIS ANALYSIS AND YEARS OF EXPERIENCE, A COMPENSATION PACKAGE IS DETERMINED. PART VI, SECTION B POLICIES - 11A REVIEW OF FORM 990 THE FORM 990 IS PRESENTED BY THE AUDITOR TO THE BOARD OF DIRECTORS WHERE IT IS REVIEWED AND APPROVED. PART VI, SECTION B POLICIES - 12C WRITTEN CONFLICT OF INTEREST POLICY THE BOARD OF DIRECTORS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT WHICH REQUIRES DISCLOSURE AND NOTIFICATION OF ANY POTENTIAL CONFLICTS. THE STATEMENTS ARE REVIEWED ANNUALLY. PART VI, SECTION B, POLICIES - 15A AND 15B COMPENSATION ANNUAL PERFORMANCE REVIEWS BASED ON MARKET RATE FOR THE REGION AND REGIONAL SALARIES FOR COMPARABLE ORGANIZATIONS ARE CONDUCTED BY THE BOARD OF DIRECTORS OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR PERFORMS ANNUAL REVIEWS OF ALL OTHER STAFF PERSONNEL WITH ASSISTANCE OF THE APPROPRIATE COMMITTEE, IF APPLICABLE. PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND PROCEDURES AND ACCESS TO FINANCIAL INFORMATION IS AVAILABLE TO THE PUBLIC THROUGH VERBAL OR WRITTEN REQUEST OF THE NATIONAL FISCAL OFFICER. FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:SETTLEMENT TOTAL EXPENSES:73587 PROGRAM SERVICES:MANAGEMENT AND GENERAL:73587 FUNDRAISING: FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:DONATIONS TOTAL EXPENSES:1075494 PROGRAM SERVICES:990716 MANAGEMENT AND GENERAL:84398 FUNDRAISING:380