2025-08-13T13:14:21-05:00 2024-09-30 420714325 RSM US LLP 100 INTERNATIONAL DRIVE SUITE 400 BALTIMORE MD 21202 990 2023-10-01 522268398 UNIDOS INVESTMENT FUND INC STRA 2027851670 1126 16TH STREET NW WASHINGTON DC 20036 KEVIN SMITH CFO 2027851670 2025-08-13 1 1 JULIA FLANNERY P00928918 4102469300 2025-08-13 2023 2025-03-06 01:10:19Z JANET MURGUIA 1126 16TH STREET NW WASHINGTON DC 20036 16213323 0 X N/A X 2000 DE NONPROFIT ORGANIZATION ESTABLISHED TO SUPPORT THE CHARITABLE INITIATIVES OF UNIDOSUS. 7 4 0 4 -14908 0 5000000 0 0 0 1163835 1720083 0 0 6163835 1720083 0 13031285 0 0 17721 17360 0 0 0 249653 296883 267374 13345528 5896461 -11625445 51751633 47604075 38985921 39017823 12765712 8586252 X SEE SCHEDULE O. 0 0 13031285 13031285 GRANT AND LOAN FORGIVENESS TO UNIDOSUS IN SUPPORT OF UNIDOSUS GENERAL OPERATIONS AND STRATEGIC PROGRAM ACTIVITIES. 13031285 1 0 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 7 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 DE DC X KEVIN SMITH - UNIDOSUS 2027851670 1126 16TH STREET NW WASHINGTON DC 20036 JANET MURGUIA PRESIDENT & SECRETARY 1.00 41.00 X X 0 676570 61119 KEVIN SMITH EXECUTIVE DIRECTOR 5.00 40.00 X X 16305 300913 36410 DARCY EISCHENS TREASURER 1.00 40.00 X X 0 232118 31146 KEN TRUJILLO BOARD MEMBER & CHAIR 1.00 1.00 X X 0 0 0 JOHN ESQUIVEL BOARD MEMBER 1.00 0.00 X 0 0 0 DR MARIA HARPER-MARINICK BOARD MEMBER 1.00 1.00 X 0 0 0 GENE ORTEGA BOARD MEMBER 1.00 0.00 X 0 0 0 16305 1209601 128675 0 0 1 0 MORGAN STANLEY 1747 PENNSYLVANIA AVE NW SUITE 90 WASHINGTON DC 20006 INVESTMENT ADVISORY FEES 259765 1 1417341 -14908 1432249 14795982 14493240 302742 302742 302742 1720083 0 -14908 1734991 13031285 13031285 15108 15108 1064 1064 58 58 232 232 898 898 3577 3577 3806 3806 282340 282340 785 785 185 185 124 124 617 617 31 31 19 19 OTHER EXPENSES 5399 5399 13345528 13031285 314243 0 865708 339895 11653371 0 16459389 15841891 22773165 31422289 51751633 47604075 38985921 39017823 38985921 39017823 X 12765712 8586252 12765712 8586252 51751633 47604075 -11625445 7445985 0 X 0 1 X 1 0 X X 1 UNIDOSUS 860212873 7 1 13031285 0 1 13031285 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 6159065 809338 37300 6931103 5732081 426984 6159065 6799441 -1027558 39802 5732081 6134666 704519 39744 6799441 5801928 367870 35132 6134666 1.00000 0 1 1 0 ARISTOTLE VALUE EQUITY I 5785690 F JPMORGAN HEDGED EQUITY I 3681499 F ISHARES RUSSELL 1000 GRW ETF 5171235 F BLACKROCK GLOBAL L/S CREDIT I 3228386 F CALVERT SHORT DURATION INC I 3790432 F ISHARES EUROPE ETF 6391578 F CCM COMMUNITY IMPACT BD INST 3205524 F ALTERNATIVE INVESTMENTS HELD AT NAV 167945 F 31422289 COMMITTED GRANTS TO UNIDOSUS 73623 FUNDS HELD IN TRUST 38944200 39017823 X 100820642 7445985 91936914 99382899 1437743 282340 282340 1720083 96038341 82975153 82975153 13063188 282340 282340 13345528 PART V, LINE 4: THE UNIDOSUS AND UNIDOS INVESTMENT FUND, INC ENDOWMENT FUNDS ARE INTENDED FOR THE FOLLOWING USES: (1) THE EARNINGS FROM THE CHARLES STEWART MOTT FOUNDATION ENDOWMENT ARE INTENDED FOR THE GENERAL PURPOSES OF THE ORGANIZATION AND (2) THE EARNINGS FROM THE FORD FOUNDATION ENDOWMENT ARE FOR CHARITABLE SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. PART X, LINE 2: UNIDOSUS DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. UNIDOSUS HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. ADDITIONALLY, UNIDOSUS HAS FILED INTERNAL REVENUE FORM 990 TAX RETURNS AS REQUIRED AND ALL APPLICABLE RETURNS IN THOSE JURISDICTIONS WHERE IT IS REQUIRED. UNIDOSUS BELIEVES THAT IT IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS BEFORE 2021. HOWEVER, UNIDOSUS IS STILL OPEN TO EXAMINATIONS BY TAX AUTHORITIES FROM FISCAL YEAR 2021 FORWARD. FOR THE YEARS ENDED SEPTEMBER 30, 2024 AND 2023, THERE WERE NO INTEREST OR PENALTIES RECORDED IN THE CONSOLIDATED STATEMENTS OF ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNIDOSUS CORE ACTIVITIES REVENUE 78,252,862. RAZA DEVELOPMENT FUND REVENUE 25,660,512. UNIDOS PROPERTIES, LLC REVENUE 14,452,682. ELIMINATION ENTRY -26,429,142. PART XII, LINE 2D - OTHER ADJUSTMENTS: UNIDOSUS CORE ACTIVITIES EXPENSES 71,336,299. RAZA DEVELOPMENT FUND EXPENSES 23,615,314. ELIMINATION ENTRIES -15,587,947. UNIDOS PROPERTIES, LLC EXPENSES 3,611,487. NORTH AMERICA 0 0 INVESTMENT 157945 0 0 0 0 0 0 157945 0 157945 1 0 0 0 1 0 1 UNIDOSUS 1126 16TH ST NW WASHINGTON DC 20036 860212873 501(C)(3) 11987856 0 LOAN FOGIVENESS UNIDOSUS 1126 16TH ST NW WASHINGTON DC 20036 860212873 501(C)(3) 1043429 0 GENERAL OPERATIONS 1 0 PART I, LINE 2: THE TWO ORGANIZATIONS SHARE THE SAME MANAGEMENT. 0 0 0 0 0 0 0 0 0 JANET MURGUIA PRESIDENT & SECRETARY 0 587167 0 70955 0 18448 0 45600 0 15519 0 737689 0 0 KEVIN SMITH EXECUTIVE DIRECTOR 16160 298233 0 0 145 2680 365 6738 1506 27801 18176 335452 0 0 DARCY EISCHENS TREASURER 0 218434 0 10000 0 3684 0 16286 0 14860 0 263264 0 0 PART I, LINE 3: UNIDOS INVESTMENT FUND, INC RELIES ON UNIDOSUS, A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT & CEO. UNIDOSUS USES A COMPENSATION SURVEY OR STUDY, THE APPROVAL BY A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, AND BOARD APPROVAL. FORM 990, PART III, LINE 1, DESCRIPTION OF MISSION: UNIDOS INVESTMENT FUND, INC. (FORMERLY KNOWN AS THE STRATEGIC INVESTMENT FUND FOR LA RAZA), IS A NONPROFIT ORGANIZATION ESTABLISHED TO SUPPORT THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF UNIDOSUS, TO ENGAGE IN ANY AND ALL ACTIVITIES NECESSARY OR APPROPRIATE TO RAISE FUNDS FOR THE PURPOSES OF THE ORGANIZATION, INCLUDING THE SOLICITATION OF CONTRIBUTIONS FROM PUBLIC AND PRIVATE SOURCES WHEREVER LOCATED, AND TO DO ANY AND ALL LAWFUL ACTS THAT MAY BE NECESSARY, USEFUL, SUITABLE, OR PROPER TO FURTHER THE PURPOSES OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM, RSM US LLP, AND IS REVIEWED BY THE ORGANIZATION'S FINANCIAL STAFF, INCLUDING THE CHIEF FINANCIAL OFFICER AND OTHER KEY EXECUTIVES. THE BOARD REVIEWED AND APPROVED THE 990. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY BY THE BOARD LIAISON TO BOARD MEMBERS. ALL ARE ASKED TO SIGN AND RETURN A STATEMENT IDENTIFYING ANY CONFLICTING INTERESTS. CONFLICTS ARE REVIEWED BY THE SECRETARY WHO RECOMMENDS ACTION, IF ANY. IF A CONFLICT IS NOTED, THE BOARD MEMBER IS PERMITTED TO MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING. AFTER SUCH PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE FOLLOWING DISCUSSION AND THE RESULTING VOTE BY THE BOARD OR COMMITTEE ON THE NOTED TRANSACTION. THE BOARD SHALL OBTAIN ALL THE FACTS REGARDING THE TRANSACTION AND DETERMINE IF AN ALTERNATIVE TO THE PROPOSED TRANSACTION IS APPROPRIATE. THEN THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY OF DISINTERESTED MEMBERS WHETHER THE TRANSACTION OR ITS PROPOSED ALTERNATIVE IS IN THE ORGANIZATION'S BEST INTEREST. FORM 990, PART VI, SECTION B, LINE 15 UNIDOSUS' COMPENSATION COMMITTEE IS CHARGED WITH OVERSIGHT FOR DETERMINING THE ADEQUACY AND REASONABLENESS OF THE COMPENSATION AND BENEFITS PAID TO THE CHIEF EXECUTIVE. WITHIN THIS PROCESS, THE COMMITTEE WILL CONDUCT AN ANNUAL PERFORMANCE REVIEW THAT WILL INCLUDE A REVIEW OF A CHIEF EXECUTIVE COMPENSATION STUDY FOR COMPARATIVE PURPOSES. IN CARRYING OUT ITS RESPONSIBILITIES, THE COMMITTEE MAY RELY UPON REASONED WRITTEN OPINIONS OF OUTSIDE LEGAL COUNSEL AND OF QUALIFIED ACCOUNTING AND COMPENSATION EXPERTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST, FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B): ADDITIONAL INFORMATION ON AVERAGE HOURS PER WEEK: THE HOURS SHOWN IN FORM 990, PART VII, FOR COMPENSATED EMPLOYEES REPRESENT THE HOURS RECORDED IN OUR PAYROLL SYSTEM. THE ACTUAL HOURS WORKED BY THE COMPENSATED INDIVIDUALS ARE SIGNIFICANTLY HIGHER THAN THOSE SHOWN IN PART VII. UNIDOSUS 1126 16TH STREET NW WASHINGTON DC 20036 860212873 WORKS TO IMPROVE OPPORTUNITIES FOR HISPANIC AMERICANS AZ 501(C)(3) LINE 7 N/A 0 RAZA DEVELOPMENT FUND INC 1 E WASHINGTON ST STE 2250 PHOENIX AZ 85004 521954196 COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION AZ 501(C)(3) LINE 12A, I UNIDOSUS 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0