CONGRESSIONAL HISPANIC CAUCUS INST… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Principal Officer

MARCO A DAVIS

Phone

2025431771

Tax Period

2023-01-01 to 2023-12-31

CONGRESSIONAL HISPANIC CAUCUS INSTITUTE INC, founded in 1978, is a mid-sized nonprofit that reported $12.8M in total revenue in fiscal year 2023. Expenses of $12.2M left a modest 5% surplus.

Mission

CHCI'S MISSION IS TO DEVELOP THE NEXT GENERATION OF LATINO LEADERS.

Program Service Accomplishments

Program 1

Expenses: $1,801,564

PUBLIC POLICY AND POSTGRADUATE 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...

PUBLIC POLICY AND POSTGRADUATE 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 AND POSTGRADUATE FELLOWSHIP PROGRAM ON CAPITOL HILL IN A CONGRESSIONAL OFFICE, COMMITTEE, FEDERAL AGENCY, OR NATIONAL NONPROFIT ORGANIZATION. THE PLACEMENT EXPERIENCE IS COMPLEMENTED BY WEEKLY EDUCATIONAL AND LEADERSHIP TRAINING OPPORTUNITIES. THEY ALSO GET TO CONNECT WITH OUR NATION'S LEADERS ON VARIOUS ISSUES. FELLOWS RECEIVE ROUNDTRIP AIRFARE, A BI-MONTHLY STIPEND, MONTHLY METRO BENEFIT CARD, AND OPTIONAL HEALTHCARE.

Program 2

Expenses: $1,116,862

CONGRESSIONAL INTERNSHIP PROGRAM: THESE INTERNSHIPS RUN SUMMER AND FALL AND PROVIDE APPROXIMATELY 66 COLLEGE UNDERGRADUATES A YEAR THE OPPORTUNITY TO BE PLACED IN A CONGRESSIONAL OFFICE TO GAIN...

CONGRESSIONAL INTERNSHIP PROGRAM: THESE INTERNSHIPS RUN 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.

Program 3

Expenses: $2,649,066 Revenue: $2,814,283

LEADERSHIP 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...

LEADERSHIP 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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $10,702,981

Program Service Revenue $4,250,476

Investment Income $351,332

Other Revenue $-2,476,260

TOTAL REVENUE $12,828,529

Expense Breakdown

Grants Paid $17,688

Salaries & Benefits $5,433,101

Fundraising Expenses $716,059

Program Expenses $8,718,463

Other Expenses $6,731,930

TOTAL EXPENSES $12,182,719

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,828,529	$12,574,957	+0.0%
Expenses	$12,182,719	$9,195,784	+0.3%
Net Income	$645,810	$3,379,173	-0.8%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

157

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$506,490

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REP ADRIANO ESPAILLAT	CHAIRPERSON	1.50	Officer Director	$0	$0	$0
LEO MUNOZ	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MARIA LUISA BOYCE	TREASURER	1.50	Officer Director	$0	$0	$0
PETER R VILLEGAS	SECRETARY	1.50	Officer Director	$0	$0	$0
SILVIA R ALDANA	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA M ARBOLEDA	DIRECTOR	1.00	Director	$0	$0	$0
ADRIANA BARAJAS	DIRECTOR	1.00	Director	$0	$0	$0
REP TONY CARDENAS	DIRECTOR	1.00	Director	$0	$0	$0
EVELYN DEJESUS	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
SEN BEN RAY LUJAN	DIRECTOR	1.00	Director	$0	$0	$0
ANTONIO MOYA	DIRECTOR	1.00	Director	$0	$0	$0
ADEMOLA OYEFESO	DIRECTOR	1.00	Director	$0	$0	$0
JESSE PRICE	DIRECTOR	1.00	Director	$0	$0	$0
REP DARREN SOTO	DIRECTOR	1.00	Director	$0	$0	$0
ZURAYA TAPIA HADLEY	DIRECTOR	1.00	Director	$0	$0	$0
REP NORMA TORRES	DIRECTOR	1.00	Director	$0	$0	$0
REP NANETTE BARRAGAN	DIRECTOR	1.00	Director	$0	$0	$0
IGNACIO A SANDOVAL	GENERAL COUNSEL	1.00	Director	$0	$0	$0
MARCO A DAVIS	PRESIDENT AND CEO	50.00	Officer	$253,793	$37,769	$291,562
LEROY LATIMORE II	CHIEF FINANCIAL OFFICER	50.00	Officer	$185,986	$28,942	$214,928
YVETTE MALDONADO	VICE PRESIDENT HUMAN RESOU	50.00	Highest	$144,950	$9,958	$154,908
LISA WALTON	VICE PRESIDENT STRATEGIC E	50.00	Highest	$119,406	$9,286	$128,692
DANIELA FERNANDEZ	VICE PRESIDENT, DEVELOPMEN	50.00	Highest	$127,131	$12,044	$139,175
AUDREY LOPEZ	VICE PRESIDENT , COMMUNICA	50.00	Highest	$149,543	$8,469	$158,012
CAROLINE GONZALEZ SCOTT	VICE PRESIDENT, PROGRAMS	50.00	Highest	$151,247	$11,326	$162,573

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$12,828,529	$12,182,719	$27,869,413	$645,810
2022	$12,574,957	$9,195,784	$26,504,173	$3,379,173
2021	$9,652,744	$6,492,312	$24,437,855	$3,160,432
2020	$8,432,787	$5,859,302	$21,807,303	$2,573,485
2019	$8,027,972	$6,575,928	$17,946,831	$1,452,044
2018	$7,548,335	$6,239,003	$17,454,834	$1,309,332

CONGRESSIONAL HISPANIC CAUCUS INSTITUTE INC