2023-11-15T07:58:12-06:00 2022-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2022-01-01 521114225 CONGRESSIONAL HISPANIC CAUCUS INSTITUTE INC CONG 2025431771 1128 16TH STREEET NW WASHINGTON DC 20036 MARCO A DAVIS PRESIDENT AND CEO 2025431771 2023-11-14 1 MARCO DAVIS XXX-XX-XXXX 0 KRISTIN A JACQUELIN CPA P01325865 2023319880 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHCI MARCO A DAVIS 1128 16TH STREEET NW WASHINGTON DC 20036 15849176 0 X WWW.CHCI.ORG X 1978 DC CHCI'S MISSION IS TO DEVELOP THE NEXT GENERATION OF LATINO LEADERS BY PROVIDING PAID CONGRESSIONAL INTERNSHIPS AND FELLOWSHIPS, LEADERSHIP DEVELOPMENT AND CURRICULUM AND MENTORING. 22 22 149 0 0 0 5542159 8703521 4297322 5087591 413780 436408 -600517 -1652563 9652744 12574957 64206 20799 0 0 3836523 4749944 0 0 768699 2591583 4425041 6492312 9195784 3160432 3379173 24437855 26504173 1553523 1806087 22884332 24698086 CHCI'S MISSION IS TO DEVELOP THE NEXT GENERATION OF LATINO LEADERS BY PROVIDING PAID CONGRESSIONAL INTERNSHIPS, FELLOWSHIPS, LEADERSHIP DEVELOPMENT CURRICULUM AND MENTORING. 0 0 1641848 PUBLIC POLICY AND GRADUATE FELLOWSHIP PROGRAMS: THESE PROGRAMS OFFER ON AVERAGE 26 TALENTED, YOUNG LATINOS A YEAR, WHO HAVE EARNED THEIR BACHELOR'S OR MASTER'S DEGREES RESPECTIVELY, THE OPPORTUNITY TO PARTICIPATE IN A NINE MONTH PUBLIC POLICY FELLOWSHIP ON CAPITOL HILL IN A CONGRESSIONAL OFFICE, COMMITTEE OR FEDERAL AGENCY. THE PLACEMENT EXPERIENCE IS COMPLEMENTED BY WEEKLY EDUCATIONAL AND LEADERSHIP TRAINING OPPORTUNITIES. THEY ALSO GET TO CONNECT WITH OURNATION'S LEADERS ON VARIOUS ISSUES. FELLOWS RECEIVE ROUNDTRIP AIRFARE, A BI-MONTHLY STIPEND, MONTHLY METRO BENEFIT CARD, AND OPTIONAL HEALTHCARE. 1223345 CONGRESSIONAL INTERNSHIP PROGRAM: THESE INTERNSHIPS RUN SPRING, SUMMER AND FALL AND PROVIDE APPROXIMATELY 66 COLLEGE UNDERGRADUATES A YEAR THE OPPORTUNITY TO BE PLACED IN A CONGRESSIONAL OFFICE TO GAIN FIRST-HAND KNOWLEDGE OF THE U.S. LEGISLATIVE PROCESS. THE PLACEMENT EXPERIENCE IS COMPLEMENTED BY WEEKLY EDUCATIONAL AND LEADERSHIP TRAININGS AND OPPORTUNITIES TO CONNECT WITH OUR NATION'S LEADERS ON VARIOUS ISSUES. INTERNS RECEIVE ROUNDTRIP AIRFARE, A BI-MONTHLY STIPEND, MONTHLY METRO BENEFIT CARD, HOUSING AND OPTIONAL HEALTHCARE. 1512914 15000 3118600 PUBLIC POLICY CONFERENCE: EVERY YEAR, CHCI CONVENES HUNDREDS OF CURRENT AND EMERGING LEADERS FROM THE PUBLIC AND PRIVATE SECTORS TO DISCUSS CRITICAL POLICY ISSUES AND TRENDS AFFECTING THE LATINO COMMUNITY AND THE NATION. THE TWO-DAY LEADERSHIP CONFERENCE FEATURES SUMMITS AND PLENARIES, OFTEN CHAIRED BY MEMBERS OF CONGRESS AND CHCI'S BOARD OF DIRECTORS, THAT ADDRESS ISSUES SUCH AS HOME OWNERSHIP, WORKFORCE DEVELOPMENT, GENDER PARITY, DIVERSITY AND INCLUSION, EDUCATION, HEALTHCARE, IMMIGRATION, WORKFORCE DEVELOPMENT, ENTREPRENEURSHIP, TECHNOLOGY AND OTHER CONTEMPORARY ISSUES INCLUDING CORPORATE SOCIAL RESPONSIBILITY. 1965270 5799 1968991 1965270 5799 1968991 6343377 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 63 0 1 149 1 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR CA FL IL KS KY MA MD ME MI MN NC NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV X LEROY LATIMORE II 2025431771 1128 16TH STREET NW WASHINGTON DC 20036 REP NANETTE DIAZ BARRAGAN CHAIRPERSON 1.50 X X 0 0 0 LEO MUNOZ VICE CHAIRPERSON 1.00 X X 0 0 0 MARIA LUISA BOYCE TREASURER 1.50 X X 0 0 0 PETER R VILLEGAS SECRETARY 1.50 X X 0 0 0 EVELYN DEJESUS DIRECTOR 1.00 X 0 0 0 REP TONY CARDENAS DIRECTOR 1.00 X 0 0 0 REP BEN RAY LUJAN DIRECTOR 1.00 X 0 0 0 REP DARREN SOTO DIRECTOR 1.00 X 0 0 0 SILVIA R ALDANA DIRECTOR 1.00 X 0 0 0 ZURAYA TAPIA-HADLEY DIRECTOR 1.00 X 0 0 0 ANTONIO MOYA DIRECTOR 1.00 X 0 0 0 BRUCE HARRIS DIRECTOR 1.00 X 0 0 0 RICH GARCIA DIRECTOR 1.00 X 0 0 0 REP JIMMY GOMEZ DIRECTOR 1.00 X 0 0 0 ADEMOLA OYEFESO DIRECTOR 1.00 X 0 0 0 REP NORMA J TORRES DIRECTOR 1.00 X 0 0 0 ANGELA M ARBOLEDA DIRECTOR 1.00 X 0 0 0 RAUL A ANAYA DIRECTOR 1.00 X 0 0 0 REP ADRIANO ESPAILLAT DIRECTOR 1.00 X 0 0 0 MARCO A DAVIS PRESIDENT AND CEO 50.00 X 229359 0 36467 LEROY LATIMORE II CHIEF FINANCIAL OFFICER 50.00 X 178684 0 26201 YVETTE MALDONADO VICE PRESIDENT HUMAN RESOU 50.00 X 133400 0 9297 LISA WALTON VICE PRESIDENT STRATEGIC E 50.00 X 141447 0 10452 DANIELA FERNANDEZ VICE PRESIDENT, DEVELOPMENT 50.00 X 141979 0 6602 AUDREY LOPEZ VICE PRESIDENT , COMMUNICATIONS 50.00 X 144603 0 8539 CAROLINE GONZALEZ SCOTT VICE PRESIDENT, PROGRAMS 50.00 X 142566 0 8926 1112038 0 106484 11 0 1 0 HARGROVE INC 1 HARGROVE DRIVE LANHAM MD 20706 PRODUCTION & STAGING 599568 ARAMARK SERVICES INC 801 MT VERNON PLACE NW WASHINGTON DC 20005 CATERING FOOD SERVICES 591055 RED LADDER PRODUCTIONS 2612 NORTHRUP DRIVE ROCKVILLE MD 20850 VIDEO PRODUCTION SERVICE 318083 GEORGE WASHINGTON UNIVERSITY 2121 I STREET NW WASHINGTON DC 20005 INTERN AND FELLOWSHIP PROGRAMMING 220000 J STREET PRODUCTIONS 9005 RED BRANCH ROAD SUITE A COLUMBIA MD 21045 PRODUCTION & STAGING 171108 13 3400850 5302671 8703521 ANNUAL CONFERENCE 900099 3118600 3118600 REGIONAL PROGRAMMING 900099 1968991 1968991 5087591 209573 209573 1848491 1621656 226835 226835 226835 0 3400850 1652563 -1652563 -1652563 12574957 5087591 0 -1216155 20799 20799 470711 357740 84728 28243 3540035 2353737 636634 549664 68306 23234 33368 11704 330508 234578 71263 24667 340384 200795 97079 42510 33300 33300 48046 48046 734415 494767 209648 30000 65308 9718 55590 437660 178738 258922 140258 80895 9300 50063 1177035 1027635 134820 14580 451194 419508 31686 31255 31255 258060 258060 STAGING AND PRODUCTION 802535 799525 3010 SUBSCRIPTIONS AND PUBLI 164998 114427 43843 6728 OTHER EXPENSES 80977 27281 43156 10540 9195784 6343377 2083708 768699 3297720 2831983 3793443 4923881 1515468 2155446 69687 59525 7763066 1434001 6455422 6329065 9306115 10164166 0 40107 24437855 26504173 316793 624927 572299 716215 553681 398147 110750 66798 1553523 1806087 X 19863862 20346966 3020470 4351120 22884332 24698086 24437855 26504173 3379173 -1565419 0 X X 0 1 X 1 0 X 3431138 5500835 4751788 5542159 8703521 27929441 3431138 5500835 4751788 5542159 8703521 27929441 4154417 23775024 95433 134940 113233 147702 209573 700881 28630322 19475351 0.83040 0.84870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1096696 -186893 909803 1080621 16075 1096696 973910 88594 1062504 867199 106711 973910 872450 -5251 867199 0.27478 0.68060 0.04461 0 0 1440000 1440000 5945187 1171274 4773913 336583 243756 92827 41296 18971 22325 6329065 SCHOLARSHIPS PAYABLE 15000 CAPITAL LEASE LIABILITY 51798 66798 X 12758228 -1565419 144173 -1421246 14179474 48046 -1652563 -1604517 12574957 10944474 144173 1652563 1796736 9147738 48046 48046 9195784 PART X, LINE 2: CHCI ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ASC TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. CHCI PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2022, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2019 THROUGH 2021 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND LOCAL JURISDICTIONS IN WHICH CHCI FILES RETURNS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES INCLUDED IN FORM 990 PART VIII -1,652,563. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES INCLUDED IN FORM 990 VIII 1,652,563. 0 BOARD MEMBER AWARD 4 1003 CONGRESSIONAL STAFF AWARDS 2 353 PITCH COMPETITION AWARDS 3 15000 HHM MEDALLION AWARDS 3 2060 SWEARING IN GAVEL 1 250 1 X X 0 0 0 0 0 0 0 0 0 MARCO A DAVIS PRESIDENT AND CEO 229359 0 0 0 0 0 14058 0 22409 0 265826 0 0 0 LEROY LATIMORE II CHIEF FINANCIAL OFFICER 168184 0 10500 0 0 0 10013 0 16188 0 204885 0 0 0 AUDREY LOPEZ VICE PRESIDENT , COMMUNICATIONS 136603 0 8000 0 0 0 6710 0 1829 0 153142 0 0 0 LISA WALTON VICE PRESIDENT STRATEGIC E 131447 0 10000 0 0 0 7810 0 2642 0 151899 0 0 0 CAROLINE GONZALEZ SCOTT VICE PRESIDENT, PROGRAMS 132566 0 10000 0 0 0 5643 0 3283 0 151492 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B CHCI SENDS AN ELECTRONIC COMMUNICATION TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS ASKING FOR FEEDBACK OR COMMENTS ON THE FORM 990 BEING SUBMITTED. THEY ARE GIVEN ONE WEEK TO REVIEW AND SHARE COMMENTS, AFTER WHICH CHCI FILES FORM 990. COMMENTS ARE RECORDED AND RESPONDED TO AS NEEDED ON A TIMELY BASIS. FORM 990, PART VI, SECTION B, LINE 12C THE PROCESS UTILIZED BY CHCI TO ENSURE COMPLIANCE IN BOARD MEMBER REVIEW OF POTENTIAL CONFLICTS OF INTEREST INCLUDE ANNUAL ELECTRONIC DISSEMINATION OF THE CONFLICT OF INTEREST POLICY. AN EXPLANATION AS TO POSSIBLE EXAMPLES OF CONFLICTS OF INTEREST IS PROVIDED AND A FORM THAT MEMBERS ARE REQUIRED TO FILL OUT AND SIGN STATING THAT THEY WILL DISCLOSE IF SUCH A NEED ARISES IS ALSO SHARED. CHCI HAS THEM FILL OUT THE FORM AND DISCLOSE ANY POTENTIAL CONFLICTS IF THEY PERCEIVE ONE MAY EXIST AS WELL. FORM 990, PART VI, SECTION B, LINE 15 USING COMPETITIVE SALARY INFORMATION FROM SIMILARLY-SIZED NON-PROFIT ORGANIZATIONS, AN H.R. CONSULTANT PREPARES A RECOMMENDATION TO THE EXECUTIVE COMMITTEE FOR SETTING THE CEO'S SALARY. THE H.R. COMMITTEE SUBMITS A RECOMMENDATION TO THE EXECUTIVE COMMITTEE FOR ACTION. THERE IS DOCUMENTATION FOR BOTH THE PRESIDENT AND OTHER KEY EMPLOYEES. THE PRESIDENT/CEO'S COMPENSATION WAS LAST REVIEWED IN 2020. FORM 990, PART VI, SECTION C, LINE 19 CHCI'S ANNUAL REPORT, FINANCIAL STATEMENTS, 990 FORMS, AND BYLAWS ARE AVAILABLE ONLINE VIA ITS WEBSITE WWW.CHCI.ORG FOR THE PUBLIC. THE CONFLICT OF INTEREST POLICY IS AVAILABLE AND SHARED WITH THE PUBLIC WHEN ASKED. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED