UNIDOS INVESTMENT FUND INC

EIN: 522268398 501(c)(3) Philanthropy & Grantmaking

WASHINGTON, DC

Total Revenue
$1,720,083
Total Expenses
$13,345,528
Total Assets
$47,604,075
Net Assets
$8,586,252
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
DE
Principal Officer
JANET MURGUIA
Phone
2027851670
Tax Period
2023-10-01 to 2024-09-30

UNIDOS INVESTMENT FUND INC, founded in 2000, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.7M in total revenue in fiscal year 2023. Revenue fell 72% from the prior year — a significant decline worth monitoring. Expenses of $13.3M exceeded revenue, resulting in a 676% operating deficit.

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.

Program Service Accomplishments

Program 1
Expenses: $13,031,285

GRANT AND LOAN FORGIVENESS TO UNIDOSUS IN SUPPORT OF UNIDOSUS GENERAL OPERATIONS AND STRATEGIC PROGRAM ACTIVITIES.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $1,720,083
Other Revenue $0
TOTAL REVENUE $1,720,083

Expense Breakdown

Grants Paid $13,031,285
Salaries & Benefits $17,360
Fundraising Expenses $0
Program Expenses $13,031,285
Other Expenses $296,883
TOTAL EXPENSES $13,345,528

Year-over-Year Comparison

2023 2022 Change
Revenue $1,720,083 $6,163,835 -0.7%
Expenses $13,345,528 $267,374 +48.9%
Net Income $-11,625,445 $5,896,461 -3.0%
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

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Governance

Voting Members
7
Independent Members
4
Employees
N/A
Volunteers
4

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
4
$1,354,581
Total Directors
7
$1,354,581
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JANET MURGUIA PRESIDENT & SECRETARY 1.00
Officer Director
$0 $61,119 $737,689
KEVIN SMITH EXECUTIVE DIRECTOR 5.00
Officer Director
$16,305 $36,410 $353,628
DARCY EISCHENS TREASURER 1.00
Officer Director
$0 $31,146 $263,264
KEN TRUJILLO BOARD MEMBER & CHAIR 1.00
Officer Director
$0 $0 $0
JOHN ESQUIVEL BOARD MEMBER 1.00
Director
$0 $0 $0
DR MARIA HARPER-MARINICK BOARD MEMBER 1.00
Director
$0 $0 $0
GENE ORTEGA BOARD MEMBER 1.00
Director
$0 $0 $0
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 $1,720,083 $13,345,528 $47,604,075 $-11,625,445
2023 $6,163,835 $267,374 $51,751,633 $5,896,461
2022 $2,283,094 $1,507,502 $41,996,759 $775,592
2021 $2,982,643 $237,138 $44,532,816 $2,745,505
2020 $1,889,232 $184,649 $40,112,223 $1,704,583
2019 $1,553,181 $1,215,555 $37,860,994 $337,626
2018 $1,752,822 $1,400,499 $38,564,570 $352,323
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