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← ORGANIZATION OF LATINO ACTUARIES

Form 990 for tax year 2022

Filed by ORGANIZATION OF LATINO ACTUARIES.

Totals

Total revenue
$419,815
Total expenses
$355,245
Contributions and grants received
$419,815
Grants paid
$176,450
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$682,554
Total liabilities, end of year
$22,280
Net assets or fund balances, end of year
$660,274
Program services expenses (Part IX)
$315,507
Management and general expenses
$39,738
Fundraising expenses
$0
Program service expenses (Part III)
$315,507

Program services were 88.8% 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.

  • 1f · All other contributions, gifts and grants

    $419,815

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $176,450 · program services $176,450

  • 11c · Fees: accounting

    total $16,518 · program services $0 · management and general $16,518 · fundraising $0

  • 11g · Fees: other

    total $7,000 · program services $0 · management and general $7,000 · fundraising $0

  • 12 · Advertising and promotion

    total $23,575 · program services $23,575 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $811 · program services $613 · management and general $198 · fundraising $0

  • 14 · Information technology

    total $41,696 · program services $28,556 · management and general $13,140 · fundraising $0

  • 17 · Travel

    total $83,254 · program services $83,254 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $1,187 · program services $0 · management and general $1,187 · fundraising $0

  • 24a · Other expenses: Bank fees

    total $1,680 · program services $0 · management and general $1,680 · fundraising $0

  • 24b · Other expenses: Other expenses

    total $3,074 · program services $3,059 · management and general $15 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $578,708 · end of year $652,705

  • 3 · Pledges and grants receivable

    beginning of year $17,500 · end of year $25,750

  • 9 · Prepaid expenses and deferred charges

    beginning of year $686 · end of year $4,099

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,190 · end of year $22,280

  • 27 · Net assets without donor restrictions

    beginning of year $487,504 · end of year $581,274

  • 28 · Net assets with donor restrictions

    beginning of year $108,200 · end of year $79,000

Mission and programs · 2022

Mission

The Organization of Latino Actuaries (OLA) is a national non-profit organization, dedicated to increasing the number of Latino Actuaries by promoting the profession and providing guidance, mentorship and networking opportunities to its members.

  • Scholarships, leaning materials, exam fees, conferences and travel expenses paid for eligible receipts to pursue actual science.

    Expenses $315,507 · Grants $176,450

As filed on the 2022 return.

Listed in Part VII

  • Isaac Maycotte

    President

    Total calculated
    $0
    Hours/week
    5

  • Daniel Fernandez

    Immediate Past President

    Total calculated
    $0
    Hours/week
    5

  • Carlos Orozco

    Treasurer

    Total calculated
    $0
    Hours/week
    5

  • Jessica X Vega

    Secretary

    Total calculated
    $0
    Hours/week
    5

  • Adelaida Campos

    Director of Marketing

    Total calculated
    $0
    Hours/week
    5

  • Alfonso Carrillo-Lundgren

    Director Community Engagement

    Total calculated
    $0
    Hours/week
    5

  • Regina Kintana

    Director of Early Career Development

    Total calculated
    $0
    Hours/week
    5

  • Anji Li

    Director of Pipeline Development

    Total calculated
    $0
    Hours/week
    5

  • Manuel Guerra

    Director of Corporate Engagement

    Total calculated
    $0
    Hours/week
    5

  • Anthony Lucero

    Director of Membership

    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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
16 March 2023
IRS schema version
2022v5.0
Source object
202322919349301547

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