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← INSTITUTO FAMILIAR DE LA RAZA

Form 990 for tax year 2022

Filed by INSTITUTO FAMILIAR DE LA RAZA.

What the amendment changed

Compared with the return it replaced , filed 15 May 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$14,740,447
Total expenses
$14,094,056
Contributions and grants received
$14,491,582
Grants paid
$125,000
Program service revenue
$0
Investment income
$58,208
Other revenue
$190,657
Total assets, end of year
$10,675,419
Total liabilities, end of year
$5,693,975
Net assets or fund balances, end of year
$4,981,444
Program services expenses (Part IX)
$13,454,474
Management and general expenses
$159,442
Fundraising expenses
$480,140
Program service expenses (Part III)
$13,454,474

Program services were 95.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $13,530,447

  • 1f · All other contributions, gifts and grants

    $961,135

  • 3 · Investment income

    total $58,208 · excluded $58,208

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: Other Revenue

    total $190,657 · related or exempt $190,657

  • 11e · Other revenue, total

    $190,657

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $125,000 · program services $125,000

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $634,871 · program services $520,293 · management and general $86,537 · fundraising $28,041

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $6,196,316 · program services $5,078,048 · management and general $844,595 · fundraising $273,673

  • 8 · Pension plan contributions

    total $646,951 · program services $530,194 · management and general $88,183 · fundraising $28,574

  • 9 · Other employee benefits

    total $939,538 · program services $769,976 · management and general $128,065 · fundraising $41,497

  • 10 · Payroll taxes

    total $504,006 · program services $413,047 · management and general $68,699 · fundraising $22,260

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $15,434 · program services $10,342 · management and general $2,601 · fundraising $2,491

  • 11c · Fees: accounting

    total $38,901 · program services $17,177 · management and general $11,986 · fundraising $9,738

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $307,039 · program services $145,597 · management and general $68,843 · fundraising $92,599

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $397,061 · program services $187,045 · management and general $116,537 · fundraising $93,479

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $655,899 · program services $573,553 · management and general $80,540 · fundraising $1,806

  • 17 · Travel

    total $12,701 · program services $11,565 · management and general $485 · fundraising $651

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $47,188 · program services $46,643 · management and general $545

  • 24a · Other expenses: SUB-CONTRACTOR

    total $2,613,070 · program services $2,613,070

  • 24b · Other expenses: Client Related expenses

    total $441,913 · program services $404,651 · management and general $8,170 · fundraising $29,092

  • 24c · Other expenses: Other Program Expenses

    total $346,389 · program services $320,908 · fundraising $25,481

  • 24d · Other expenses: Staff Training

    total $160,887 · program services $110,309 · management and general $3 · fundraising $50,575

  • 24e · All other expenses

    total $10,892 · program services $1,577,056 · management and general -$1,346,347 · fundraising -$219,817

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $322,727 · end of year $4,495

  • 2 · Savings and temporary cash investments

    beginning of year $4,357,674 · end of year $5,339,768

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $4,257,543 · end of year $4,185,008

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $84,070 · end of year $69,815

  • 10a · Land, buildings and equipment: cost or other basis

    $1,888,729

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,688,729

  • 10c · Land, buildings and equipment, net

    beginning of year $200,000 · end of year $200,000

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $876,333

  • 15 · Other assets

    end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,299,670 · end of year $3,233,366

  • 19 · Deferred revenue

    beginning of year $1,587,291 · end of year $1,572,926

  • 25 · Other liabilities

    end of year $887,683

  • 27 · Net assets without donor restrictions

    beginning of year $4,335,053 · end of year $4,621,117

  • 28 · Net assets with donor restrictions

    end of year $360,327

Mission and programs · 2022

Mission

INSTITUTO PROVIDES HIV RELATED SERVICES AND SOCIAL SERVICE INCLUDING HEALTH PROMOTION, EDUCATION, PREVENTION, EARLY INTERVENTION, CASE MANAGEMENT AND CLINICAL AND ARTISTIC MENTORING SERVICES, PSYCHOLOGICAL AND PSYCHIATRIC INTERVENTIONS AS WELL AS CULTURAL/SOCIAL AND SPIRITUAL RE-ENFORCEMENT. INSTITUTO SERVES CHILDREN, YOUTH, ADULTS AND FAMILIES.

Activities or mission (Part I)

MULTI-SERVICE COMMUNITY HEALTH AND SOCIAL SERVICE AGENCY WITH EMPHASIS IN SERVING THE CHICANO/LATINO COMMUNITY IN SAN FRANCISCO, CA WITH A SPECIAL FOCUS ON THE DIVERSE NEEDS OF THE MISSION DISTRICT.

  • ALL OTHER ACCOMPLISHMENTS VARIOUS OTHER PROGRAMS.

    Expenses $6,392,225

  • ROADMAP TO PEACE INITIATIVE- ROADMAP TO PEACE IS COMMITTED TO IMPROVING THE SOCIAL, ECONOMIC, HEALTH AND SAFETY OUTCOMES OF OUR MOST VULNERABLE LATINX YOUTH AGES 13-24, WHO ARE SYSTEM TOUCHED AND IMPACTED BY VIOLENCE. GROUNDED IN A COLLECTIVE IMPACT APPROACH, ROADMAP TO PEACE BRINGS TOGETHER DIVERSE 7 PARTNERS ORGANIZATION AND VARIOUS STAKEHOLDERS TO INNOVATE COMMUNITY SOLUTIONS, CHANGE POLICY, AND PROVIDE A COMPREHENSIVE SOCIAL SUPPORT NETWORK FOR YOUTH. ROADMAP TO PEACE PROVIDES COORDINATED CARE MANAGEMENT SERVICES TO 85 YOUTH AND YOUNG ADULTS (9.4% FEMALE/90.6% MALE YOUTH) 56 COMMUNITY CARE MANAGEMENT PARTICIPANTS AND 29 IN-CUSTODY CARE MANAGEMENT PARTICIPANTS. IN ADDITION TO CARE MANAGEMENT SERVICES, WE PROVIDE EDUCATIONAL & CAREER COACHING, JOB READINESS & LIFE SKILL WORKSHOPS, JOB PLACEMENT, GED, SUBSTANCE ABUSE COUNSELING, MENTAL HEALTH COUNSELING,PSYCHO-EDUCATIONAL WORKSHOPS, HEALTH EDUCATION, MEDICAL ENROLLMENT, MEDICAL SERVICES, ANGER MANAGEMENT, PARENTING EDUCATION, AND OTHER SUPPORTIVE SERVICES. WE CONNECT PARTICIPANTS WITH MEANINGFUL COMMUNITY BUILDING AND CULTURAL OPPORTUNITIES SUCH AS CULTURAL AFFIRMATION WORKSHOPS, SWEAT LODGE, CULTURAL COMMUNITY EVENTS, COMMUNITY TOWN HALL, ETC.

    Expenses $2,540,259

  • FAMILY RESOURCE SERVICES - OVER 1250 UNIQUE PARENT/CAREGIVERS AND OVER 300 CHILDREN WERE SERVED THROUGH THE VARIOUS SERVICES AND ACTIVITIES OFFERED THROUGH OUR FRC. SERVICES INCLUDED INDIVIDUAL THERAPY, GROUP THERAPY, INFORMATION AND REFERRAL, FAMILY ADVOCACY, DEVELOPMENTAL SCREENINGS, PARENTING CLASSES, CASE MANAGEMENT, CLINICAL CASSE MANAGEMENT, CARE MANAGEMENT THROUGH DIFFERENTIAL RESPONSE, HEALTH WORKSHOPS, PARENT LEADERSHIP TRAINING. COMMUNITY EVENTS, SUPPORT GROUPS FOR MEN AND WOMEN, FOOD PANTRY, DIAPER BANK, AND EARLY LITERACY CLASSES. OF ALL PARTICIPANTS, ABOUT 30% PARTICIPATED IN MORE THAN ONE SERVICE. WHEN ADMINISTERED PARTICIPANT SURVEYS, BETWEEN 89-99% OF PARENTS/CAREGIVERS REPORTED FEELING ABLE TO ASK FOR HELP AND ADVOCATE FOR THEIR FAMILIES NEED; CONFIDENT IN THEIR ABILITY TO HELP THEIR CHILDREN GROW; ABLE TO TALK TO SOMEONE FOR ADVICE ON HELPING THEIR CHILDREN FEELING ABLE TO COPE WITH EVERYDAY DEMANDS OF PARENTING, WELCOMED AND RESPECTED BY STAFF; FELT THAT THEY LEARNED FROM STAFF ABOUT AVAILABLE RESOURCES AND SERVICES; AND OVERALL SATISFACTION IN THE PROGRAM. FAMILIES ARE REQUESTING MORE SERVICES RELATED TO FAMILY ENGAGEMENT.

    Expenses $2,434,153

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • German Walteros

    ASSOCIATE DIR.

    Total calculated
    $296,772
    From this org
    $253,037
    From related orgs
    $0
    Other
    $43,735
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $132,537
    Bonus
    $120,500
    Other
    not reported
    Deferred
    $43,735
    Nontaxable benefits
    not reported
    Filer's total
    $296,772

  • Gloria Romero

    Executive Dir.

    Total calculated
    $219,643
    From this org
    $180,500
    From related orgs
    $0
    Other
    $39,143
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $178,500
    Bonus
    $2,000
    Other
    not reported
    Deferred
    $39,143
    Nontaxable benefits
    not reported
    Filer's total
    $219,643

  • Benny Ng

    CFO/CONTROLLER

    Total calculated
    $189,318
    From this org
    $157,081
    From related orgs
    $0
    Other
    $32,237
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $155,081
    Bonus
    $2,000
    Other
    not reported
    Deferred
    $32,237
    Nontaxable benefits
    not reported
    Filer's total
    $189,318

  • Cassandra Coe

    Clinical Superviso

    Total calculated
    $140,842
    From this org
    $109,956
    From related orgs
    $0
    Other
    $30,886
    Hours/week
    35

  • Luis Perez

    Director IBH

    Total calculated
    $132,984
    From this org
    $108,741
    From related orgs
    $0
    Other
    $24,243
    Hours/week
    35

  • Omar Pimentel

    Operation Director

    Total calculated
    $125,449
    From this org
    $103,908
    From related orgs
    $0
    Other
    $21,541
    Hours/week
    35

  • Esperanza Macias

    Director DSC

    Total calculated
    $119,971
    From this org
    $100,802
    From related orgs
    $0
    Other
    $19,169
    Hours/week
    35

  • Michelle Alvarez Campos

    pro dir./clin.supr

    Total calculated
    $118,312
    From this org
    $101,905
    From related orgs
    $0
    Other
    $16,407
    Hours/week
    35

  • Tyrone Navarro

    President

    Total calculated
    $0
    Hours/week
    2

  • Leslie Manjarrez

    Vice President

    Total calculated
    $0
    Hours/week
    2

  • Kenny Gutierrez

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Sebastian Alioto

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Dr Estela Garcia

    Director

    Total calculated
    $0
    Hours/week
    2

  • Roberto Ariel Vargas

    Director

    Total calculated
    $0
    Hours/week
    3

  • Michael Brown

    Director

    Total calculated
    $0
    Hours/week
    4

  • Rafael Moreno

    Director

    Total calculated
    $0
    Hours/week
    5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • Kaiser foundation

    $75,000

    clinical support

  • Silver giving foundation

    $50,000

    general operational support

Provenance

Return type
form_990
Tax year
2022
Filed
24 July 2024
IRS schema version
2022v5.0
Source object
202402079349300000

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