HISPANIC SCHOLARSHIP FUND: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HISPANIC SCHOLARSHIP FUND (EIN 52-1051044)
- Tax period
- 2011-04-01 to 2012-03-31
- Filed
- 2013-02-13
- IRS object ID
- 201320449349300862
- Schema version
- 2011v1.5
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-13T11:39:57-06:00 | Timestamp |
| Tax Period End Date | 2012-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941254756 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FIRST STREET 14TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521051044 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISPANIC SCHOLARSHIP FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HISP | NameControl |
| Phone | 3105799216 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 WEST 190TH STREET NO 325 | AddressLine1 |
| City | GARDENA | City |
| State | CA | State |
| ZIP Code | 90248 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FERNANDO ALMODOVAR | Name |
| Title | CFO | Title |
| Phone | 3105799216 | Phone |
| Date Signed | 2013-02-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT A DOCILI | Name |
| PTIN | P00303463 | PTIN |
| Phone | 4157810793 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | FERNANDO ALMODOVAR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 WEST 190TH STREET NO 325 | AddressLine1 |
| City | GARDENA | City |
| State | CA | State |
| ZIP Code | 90248 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 75863104 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HSF.NET | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1975 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | HISPANIC SCHOLARSHIP FUND AWARDS SCHOLARSHIPS TO OUTSTANDING HISPANIC STUDENTS IN THE UNITED STATES, PUERTO RICO AND UNITED STATES VIRGIN ISLANDS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 63 | TotalNbrEmployees |
| Total Nbr Volunteers | 65 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 38240855 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 51425107 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 847966 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1091776 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 857192 | OtherRevenuePriorYear |
| Other Revenue Current Year | 883590 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 39946013 | TotalRevenuePriorYear |
| Total Revenue Current Year | 53400473 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 29865713 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 33840932 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4464406 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4283244 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1676794 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5575856 | OtherExpensePriorYear |
| Other Expenses Current Year | 4267427 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 39905975 | TotalExpensesPriorYear |
| Total Expenses Current Year | 42391603 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 40038 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 11008870 | RevenuesLessExpensesCY |
| Total Assets BOY | 30725271 | TotalAssetsBOY |
| Total Assets EOY | 42494710 | TotalAssetsEOY |
| Total Liabilities BOY | 619453 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2208431 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 30105818 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 40286279 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE HISPANIC SCHOLARSHIP FUND IS THE NATION'S LEADING HISPANIC SCHOLARSHIP ORGANIZATION, PROVIDING THE HISPANIC COMMUNITY AND OTHER MINORITIES MORE COLLEGE SCHOLARSHIPS AND EDUCATIONAL OUTREACH SUPPORT THAN ANY OTHER ORGANIZATION IN THE COUNTRY. HSF RECOGNIZES AND REWARDS OUTSTANDING HISPANIC STUDENTS IN HIGHER EDUCATION THROUGHOUT THE UNITED STATES, PUERTO RICO AND THE U.S. VIRGIN ISLANDS. THESE STUDENTS REPRESENT EVERY REGION OF THE COUNTRY, HUNDREDS OF INSTITUIONS OF HIGHER LEARNING AND EVERY SEGMENT OF THE HISPANIC COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 34971405 | Expense |
| Grants | 33840932 | Grants |
| Description | SCHOLARSHIP PROGRAMS - THE FUND ADMINISTERS PROGRAMS FUNDED BY DONATIONS FROM CORPORATIONS, NON-PROFITS AND FOUNDATION ORGANIZATIONS AND INDIVIDUALS. THE FUND ALSO PROVIDES SCHOLARSHIPS THROUGH THE GATES MILLENNIUM SCHOLARS (GMS) PROGRAM IN COLLABORATION WITH THE UNITED NEGRO COLLEGE FUND(UNCF). | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1035378 | Expense |
| Description | OUTREACH PROGRAMS - THE FUND PROVIDES EDUCATIONAL SERVICES TO HISPANICS AND OTHER MINORITY PARENTS AND THEIR CHILDREN FROM K-12. A VARIETY OF COLLEGE SELECTION, APPLICATION PROCESS AND APPLYING FOR SCHOLARSHIPS AND FINANCIAL AIDS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1279851 | Expense |
| Description | UNIVERSITY PROGRAMS - THE FUND OFFERS PROGRAMS TO HISPANIC STUDENTS ENROLLED IN COLLEGE. THESE INCLUDED STUDENT GROUPS ON CAMPUS TO INCREASE THE STUDENTS' CONNECTION WITH THEIR COLLEGE CAMPUS AS WELL AS ACADEMIC SUPPORT SERVICES FOR SCHOLARSHIP RECIPIENTS AND THEIR PARENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 37286634 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 108 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 63 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FERNANDO ALMODOVAR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3105799216 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 WEST 190TH STREET SUITE 325 | AddressLine1 |
| City | GARDENA | City |
| State | CA | State |
| ZIP Code | 90248 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| ANTHONY HEREDIA | ||||||||
| CHAIR GOVERNANCE | 1.00 | X | 0 | 0 | 0 | |||
| ANTHONY SALCIDO | ||||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | |||
| CHEECH MARIN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DAVID ROBERTS | ||||||||
| FORMER DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| FIDEL VARGAS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| FRANK D ALVAREZ | ||||||||
| PRESIDENT & CEO | 40.00 | X | 316492 | 0 | 26863 | X | ||
| FRANK ROS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| GENE CAMARENA | ||||||||
| CHAIR AUDIT | 1.00 | X | 0 | 0 | 0 | |||
| JAMES MCNAMARA | ||||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | |||
| JEFFREY K SCHOMBURGER | ||||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | |||
| LISA QUIROZ | ||||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | |||
| MARGARITA FLORES | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MARIA ELENA SALINAS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| RAUL R ROMERO | ||||||||
| FORMER CHAIRMAN | 1.00 | X | 0 | 0 | 0 | |||
| THOMAS A ROUPE | ||||||||
| CHAIR INVESTMENTS | 1.00 | X | 0 | 0 | 0 | |||
| TIM HANLON | ||||||||
| CHAIR ENDOWMENT | 1.00 | X | 0 | 0 | 0 | |||
| TOM K SNEED | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| NELY GALAN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| BARBARA BREIER | ||||||||
| VP OF DEVELOPMENT | 40.00 | 189378 | 0 | 6845 | X | |||
| ALEJANDRO RINCON | ||||||||
| VP OF PROGRAM | 40.00 | 118949 | 0 | 26813 | X | |||
| CATHERINE MAKUNGA | ||||||||
| VP OF SCHOLARSHIP | 40.00 | 115520 | 0 | 19096 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 740339 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 79617 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| AMERICAN EXPRESS | |||||
| PO BOX 360001 | FORT LAUDERDALE | FL | 33336 | CREDIT CARDS | 635551 |
| MILES CONSULTING INC | |||||
| 193 BLUE RAVINE RD STE 160 | FOLSOM | CA | 95630 | IT SERVICES | 337213 |
| NATIONAL MAILING SERVICE | |||||
| 535 BRENNAN STREET | SAN JOSE | CA | 95131 | MEDIA CONSULTING | 283785 |
| THE ADVERTISING COUNCIL INC | |||||
| 815 SECOND AVE | NEW YORK | NY | 10017 | MEDIA CONSULTING | 209207 |
| KORNFERRY INTERNATIONAL | |||||
| 1 SANSOME ST FL 32 | SAN FRANCISCO | CA | 94104 | RECRUITING | 106491 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 132066 | FundraisingEvents |
| All Other Contributions | 51293041 | AllOtherContributions |
| Noncash Contributions | 180066 | NoncashContributions |
| Total Contributions | 51425107 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 460391 | TotalRevenueColumn |
| Exclusion | $460,391 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22650683 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22019298 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 631385 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 631385 | TotalRevenueColumn |
| Exclusion | $631,385 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 1292805 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 132066 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 443333 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 849472 | TotalRevenueColumn |
| Exclusion | $849,472 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 34118 | TotalRevenueColumn |
| Exclusion | $34,118 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 34118 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 53400473 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,975,366 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33840932 | Total |
| Program Services | 33840932 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 537623 | Total |
| Program Services | 274188 | ProgramServices |
| Management And General | 102148 | ManagementAndGeneral |
| Fundraising | 161287 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2800714 | Total |
| Program Services | 1195484 | ProgramServices |
| Management And General | 889938 | ManagementAndGeneral |
| Fundraising | 715292 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 688351 | Total |
| Program Services | 280870 | ProgramServices |
| Management And General | 246004 | ManagementAndGeneral |
| Fundraising | 161477 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256556 | Total |
| Program Services | 126990 | ProgramServices |
| Management And General | 62034 | ManagementAndGeneral |
| Fundraising | 67532 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 906011 | Total |
| Program Services | 404983 | ProgramServices |
| Management And General | 501028 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82977 | Total |
| Management And General | 82977 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67500 | Total |
| Management And General | 67464 | ManagementAndGeneral |
| Fundraising | 36 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83934 | Total |
| Management And General | 83934 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 620303 | Total |
| Program Services | 393006 | ProgramServices |
| Management And General | 197033 | ManagementAndGeneral |
| Fundraising | 30264 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 485415 | Total |
| Program Services | 216248 | ProgramServices |
| Management And General | 170394 | ManagementAndGeneral |
| Fundraising | 98773 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 370873 | Total |
| Management And General | 370873 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 833435 | Total |
| Program Services | 361874 | ProgramServices |
| Management And General | 470306 | ManagementAndGeneral |
| Fundraising | 1255 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 440228 | Total |
| Program Services | 110069 | ProgramServices |
| Management And General | 64030 | ManagementAndGeneral |
| Fundraising | 266129 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34374 | Total |
| Program Services | 27792 | ProgramServices |
| Management And General | 2301 | ManagementAndGeneral |
| Fundraising | 4281 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82548 | Total |
| Program Services | 9535 | ProgramServices |
| Management And General | 67565 | ManagementAndGeneral |
| Fundraising | 5448 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32452 | Total |
| Program Services | 15328 | ProgramServices |
| Management And General | 9331 | ManagementAndGeneral |
| Fundraising | 7793 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14622 | Total |
| Management And General | 14622 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| BAD DEBT | 125568 | 125568 | ||
| DUES AND SUBSCRIPTIONS | 65121 | 9593 | 29335 | 26193 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22066 | Total |
| Fundraising | 22066 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42391603 | Total |
| Program Services | 37286634 | ProgramServices |
| Management And General | 3428175 | ManagementAndGeneral |
| Fundraising | 1676794 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1702771 | BOY |
| EOY | 1105842 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1824173 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4536362 | BOY |
| EOY | 8850220 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 72822 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154336 | BOY |
| EOY | 200928 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1119024 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1081539 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69938 | BOY |
| EOY | 37485 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15421552 | BOY |
| EOY | 17948470 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8840312 | BOY |
| EOY | 12454770 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30725271 | BOY |
| EOY | 42494710 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 584672 | BOY |
| EOY | 651573 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1533060 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34781 | BOY |
| EOY | 23798 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 619453 | BOY |
| EOY | 2208431 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -774867 | BOY |
| EOY | -856605 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18950285 | BOY |
| EOY | 28027964 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11930400 | BOY |
| EOY | 13114920 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30105818 | BOY |
| EOY | 40286279 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30725271 | BOY |
| EOY | 42494710 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 11008870 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -828409 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 32965766 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31581079 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 36101773 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 38240855 | CurrentTaxYearMinus1Year |
| Current Tax Year | 51425107 | CurrentTaxYear |
| Total | 190314580 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 32965766 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31581079 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 36101773 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 38240855 | CurrentTaxYearMinus1Year |
| Current Tax Year | 51425107 | CurrentTaxYear |
| Total | 190314580 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1239798 | AmountsSubstContributorsTotal |
| Public Support Total170 | 189074782 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1519919 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 789227 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 436594 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 340227 | CurrentTaxYearMinus1Year |
| Current Tax Year | 460391 | CurrentTaxYear |
| Total | 3546358 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 142915 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 227240 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 588559 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1070787 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1326923 | CurrentTaxYear |
| Total | 3356424 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 197217362 | TotalSupport |
| Public Support Pertcentage170 | 0.95870 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.96690 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14931273 | BeginningOfYearBalance |
| Contributions | 1186520 | Contributions |
| Investment Earnings Or Losses | 102521 | InvestmentEarningsOrLosses |
| Other Expenditures | 634111 | OtherExpenditures |
| End Of Year Balance | 15586203 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13058957 | BeginningOfYearBalance |
| Contributions | 506120 | Contributions |
| Investment Earnings Or Losses | 1529026 | InvestmentEarningsOrLosses |
| Other Expenditures | 162830 | OtherExpenditures |
| End Of Year Balance | 14931273 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9650594 | BeginningOfYearBalance |
| Contributions | 591062 | Contributions |
| Investment Earnings Or Losses | 1742657 | InvestmentEarningsOrLosses |
| Other Expenditures | 1074644 | OtherExpenditures |
| End Of Year Balance | 13058957 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13514908 | BeginningOfYearBalance |
| Contributions | 110250 | Contributions |
| Investment Earnings Or Losses | -3426995 | InvestmentEarningsOrLosses |
| Other Expenditures | 547569 | OtherExpenditures |
| End Of Year Balance | 9650594 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.84140 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.15860 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 175389 | OtherCostOrOtherBasis |
| Depreciation | 175389 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 309806 | OtherCostOrOtherBasis |
| Depreciation | 295898 | Depreciation |
| Book Value | 13908 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 633829 | OtherCostOrOtherBasis |
| Depreciation | 610252 | Depreciation |
| Book Value | 23577 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 37485 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MONEY MARKET FUNDS | 10804365 | F |
| ALTERNATE INVESTMENTS | 474308 | F |
| INTERNATIONAL EQUITIES | 1176097 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 12454770 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL LEASE OBLIGATIONS | Description |
| Amount | $23,798 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 23798 | TotalOfAmounts |
| Total Revenue | 53400473 | TotalRevenue |
| Total Expenses | 42391603 | TotalExpenses |
| Excess Or Deficit For Year | 11008870 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -828409 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -828409 | TotalAdjustments |
| Excess Or Deficit Per FS | 10180461 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 52516877 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -828409 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 28747 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -83934 | OtherRevenues |
| Revenue Not Rptd F990 | -883596 | RevenueNotRptdF990 |
| Revenue Subtotal | 53400473 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 53400473 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 42336416 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 28747 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 28747 | ExpensesNotRptdF990 |
| Expenses Subtotal | 42307669 | ExpensesSubtotal |
| Other Expenses Not Included | 83934 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 83934 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 42391603 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FUND AND INSTITUTE ARE A TAX-EXEMPT ORGANIZATION UNDER THE INTERNAL REVENUE CODE, SECTION 501(C)(3). THE FUND FOLLOWS THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY FASB ASC TOPIC 740. AS OF MARCH 31, 2012, MANAGEMENT EVALUATED THE FUND'S TAX POSITIONS AND CONCLUDED THAT THE FUND HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE FUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL OR STATE AUTHORITIES FOR YEARS BEFORE MARCH 31, 2008 AND 2007, RESPECTIVELY. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT FEE EXPENSE -83,934. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEE EXPENSE 83,934. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConducted |
| Total Expenditures | 1176097 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1176097 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 1176097 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | 2010 AHOF (ALUMNI HALL OF FAME) | NameOfEvent1 |
| Gross Receipts Event1 | 891572 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 55000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 836572 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 35585 | CashPrizesEvent1 |
| Rent Facility Costs Event1 | 139056 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 15774 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 1547 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 183822 | OtherDirectExpensesEvent1 |
| Name Of Event2 | LEA | NameOfEvent2 |
| Gross Receipts Event2 | 219977 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 77066 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 142911 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 12629 | CashPrizesEvent2 |
| Rent Facility Costs Event2 | 11613 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 2284 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 10534 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 313322 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 313322 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 29862 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 627 | FoodAndBeverageOtherEvents |
| Gross Receipts Total | 1424871 | GrossReceiptsTotal |
| Charitable Contributions Total | 132066 | CharitableContributionsTotal |
| Gross Revenue Total Events | 1292805 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 48214 | CashPrizesTotalEvents |
| Rent Facility Costs Total Events | 180531 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 18685 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 1547 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 194356 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 443333 | DirectExpenseSummaryEvents |
| Net Income Summary | 849472 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| SCHOLARSHIPS | 5116 | 33679397 | |||
| HONORARIA | 145 | 118535 | |||
| BOOKS | 2400 | 43000 | FMV | SAT BOOKS |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: HISPANIC SCHOLARSHIP FUND OBTAINS AN ENROLLMENT VERIFICATION FORM TO ENSURE THAT THE AWARDED STUDENT IS ENROLLED IN AN ACCREDITED SCHOOL. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FRANK D ALVAREZ | |||||||||||||
| 316492 | 0 | 0 | 0 | 0 | 0 | 7500 | 0 | 19363 | 0 | 343355 | 0 | 0 | 0 |
| BARBARA BREIER | |||||||||||||
| 189378 | 0 | 0 | 0 | 0 | 0 | 5681 | 0 | 1164 | 0 | 196223 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 43000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | SOUTHWEST VOUCHERS - AIRFARE TICKETS | 1 | 100000 | FMV |
| X | LAGRANT COMMUNICATION - PROMOTION BROCHURES | 1 | 15000 | FMV |
| X | COCACOLA HOTEL AND FOOD SPONSOR - REFRESHMENT PAID | 1 | 22066 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE NUMBER REFLECTS THE NUMBER OF CONTRIBUTIONS RECEIVED AND NOT THE NUMBER OF ITEMS CONTRIBUTED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COMPLETE COPY OF THE FORM 990 WAS FORWARDED TO THE CFO. THE CFO MADE THE FORM 990 AVAILABLE FOR THE GOVERNING BOARD AT ITS MOST RECENT MEETING, PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY IS SIGNED BY THE BOARD OF DIRECTORS TO COMMUNICATE WHAT ARE CONFLICTS. CONFLICTS ARE HANDLED BY THE BOARD CHAIR AND TAKEN TO THE GOVERNANCE COMMITTEE IF THE CHAIR IS UNCERTAIN ON HOW TO HANDLE THE MATTER. POTENTIAL SCHOLARS MUST CERTIFY THAT AN IMMEDIATE MEMBER OF THEIR FAMILY IS NOT EMPLOYED BY HSF TO AVOID CONFLICTS. THOSE WITH CONFLICTS WOULD BE DISQUALIFIED BY HSF MANAGEMENT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION HIRED AN OUTSIDE FIRM TO PERFORM RELEVANT RESEARCH. THE DATA WAS PRESENTED TO THE BOARD AND THE BOARD APPROVED ALL OFFICER SALARIES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -828,409. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISPANIC SCHOLARSHIP FUND INSTITUTE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 WEST 190TH STREET SUITE 325 | AddressLine1 |
| City | GARDENA | City |
| State | CA | State |
| ZIP Code | 90248 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 542014609 | EIN |
| Primary Activities | TO ENGAGE THE PUBLIC SECTOR IN SUPPORT OF LATINO HIGHER EDUCATION. | PrimaryActivities |
| Legal Domicile State | DC | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 7 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISPANIC SCHOLARSHIP FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |