Form 990 for tax year 2022

What the amendment changed

Compared with the return it replaced , filed 14 November 2023. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) 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.

Total revenue

$1,799,757 →changed to $1,647,462

Contributions and grants received

$1,799,013 →changed to $1,646,718

Total assets, end of year

$908,704 →changed to $756,409

Net assets or fund balances, end of year

$800,552 →changed to $648,257

Totals

Total revenue

$1,647,462

Total expenses

$1,632,750

Contributions and grants received

$1,646,718

Grants paid

$49,550

Program service revenue

$0

Investment income

$744

Other revenue

$0

Total assets, end of year

$756,409

Total liabilities, end of year

$108,152

Net assets or fund balances, end of year

$648,257

Program services expenses (Part IX)

$1,421,955

Management and general expenses

$129,037

Fundraising expenses

$81,758

Program service expenses (Part III)

$1,421,955

Program services were 87.1% 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.

Mission and programs · 2022

• THE U.S.-MEXICO 360 PUBLIC DIPLOMACY INITIATIVE: FROM THE U.S.-MEXICO FOUNDATION, PROVIDES THE OPPORTUNITY FOR U.S. AND MEXICAN LEADERS FROM BUSINESSES, THINK TANKS AND OTHER RESEARCH INSTITUTIONS, SCHOOLS AND UNIVERSITIES, AND NGOS TO MEET COUNTERPARTS ON A PROFESSIONAL EDUCATIONAL EXCHANGE IN MEXICO AND THE U.S. PARTICIPANTS REPRSENT A DIVERSE SET OF INSTITUTIONS, AND MANY ASPECTS OF U.S.-MEXICO POLICY, INCLUDING POLITICS AND GOVERNMENT, ECONOMICS AND TRADE, ENERGY, EDUCATION, MEDIA AND COMMUNCATIONS, AND RESEARCH. THE PROGRAM GIVES A 360-DEGREE VIEW OF U.S.- MEXICO RELATIONS, CURRENT AFFAIRS, AND A GLIMPSE INTO MEXICAN AND AMERICAN CULTURE.

  Expenses $365,043

• ALLY-SHORING INITIATIVE: THE "ALLY-SHORING INITIATIVE' IS A USMF-LED TASK FORCE OF AMERICAN AND MEXICAN STAKEHOLDERS WITH INVESTMENTS ON BOTH SIDES OF THE BORDER, EAGER TO SUPPORT AND HELP FURTHER US-MEXICO ECONOMIC COLLABORATION. AMONG THEM ARE PROLOGIS, GRUPO PRODENSA, ARCA CONTINENTAL, 3M. THE PROGRAM SEEKS TO OFFER A UNIQUE FRAMEWORK THROUGH WHICH THE US AND MEXICO CAN BUILD ON MORE THAN THIRTY YEARS OF TIGHTLY WOVEN CO-PRODUCTION AND TRADE, BUT WITH AN EYE TOWARDS THE FUTURE. THE TWO NATIONS CAN EXPAND THEIR COLLABORATION, ENHANCING BI-NATIONAL EFFORTS TO CREATE AND MANUFACTURE TRANSFORMATIONAL EXPORTS THAT SUPPORT ADVANCED MANUFACTURING R&D, SMART BORDERS, AND THE JOINT DEVELOPMENT OF US AND MEXICAN WORKFORCE SKILLS TO MEET THE EVOLVING MARKETS OF THE 21ST CENTURY. AN ALLY-SHORING FRAMEWORK FRUTHER SUPPORTS AND ENHANCES THE GOALS OF THE USMCA.

  Expenses $26,725

• CONVOCATION: THIS IS AN EDUCATIONAL PROGRAM WHERE EXPERTS AND FORMER AMBASSADORS FROM THE UNITED STATES TO MEXICO AND FROM MEXICO TO THE UNITED STATES CONVENE YEARLY TO DISCUSS THE FUTURE OF THE BILATERAL RELATIONSHIP. THE MAIN TAKEAWAYS FROM THE FIRST DISCUSSION WERE PUBLISHED IN AN INFORMATIVE AND EDUCATIONAL DOCUMENT. TITLE CONVOCATION: A VISION FOR A STRONGER U.S.-MEXISO PARTNERSHIP. THE FIRST CONVOCATION REPORT HAS BEEN VISIBLY PRESENTED TO EDUCATE BILATERAL STAKEHOLDERS AND INTEREST GROUPS IN BOTH COUNTRIES.

  Expenses $5,780

• THE US MEXICO FOUNDATION (USMF) FOUCSES ITS EFFORT ON 3 PRIMARY APPROACHES TO INCREASING EDUCATIONAL, CULTURAL, AND SOCIAL INTEGRATION BETWEEN MEXICO AND THE U.S. BY PUBLIC DIPLMOACY CORE PROGRAMS LIKE EDUCATIONAL EXCHANGE US MEXICO 360. ALSO, IT EDUCATES THROUGH ITS IN-HOUSE RESEARCH FELLOWSHIP AND RESEARCH PARTNERS BY PROVISING EDUCATIONAL AND INFORMATIONAL DOCUMENTS LIKE THINK TANK MONITORING, ALLY SHORING, MEXICO-BAY AREA, ADN COMPETITIVENESS STUDIES FOR SME'S ECOSYSTEMS. THE USMF ALSO ATTEMPTS TO EDCUATE THROUGH MEDIA AND EVENTS, INCLUDING PROGRAMS SUCH AS THE PODCAST PROYECTO 1954, OPEDS IN MAJOR PUBLICATIONS, MEXICAN NEWSCAST IN THE U.S. AND THROUGH INTERACTIVE WEBINARS AND EVENTS. FINALLY, EDUCATION TRANSFORMATION FUND: THROUGH THIS FUND, THE USMF PROVIDES GRANTS TO LOCAL NGOS WHO DO WORK IN AREAS ALIGNED WITH THE USMF'S MISSION. USMF SUPPORTS EDUCATIONAL PROGRAMS IN THE AREAS OF STEM, ENGLISH LANGUAGE LEARNING, AND CIVIC ENGAGEMENT. NORTH CAPITAL FORUM THE NORTH CAPITAL FORUM IS AN ANNUAL 3-DAY EVENT, HOSTED BY THE US MEXICO FOUNDATION, THAT FOCUSES ON UNDERSTANDING NORTH AMERICA'S MAIN CHALLENGES AND CREATING MUTUALLY BENEFICIAL SOLUTIONS. THE EVENT WELCOMES ON AVERAGE MORE THAN 700 PARTICIPANTS AND CONSISTS OF AROUND 23 PANELS AND MORE THAN 100 SPEAKERS. KEY GENERATORS OF PROPOSALS PRESENTED THEIR IDEAS AND RECOMMENDATIONS TO STRENGTHEN ITS INTEGRATION. THE EVENT SEEKS TO ADVANCE THE NORTH AMERICAN WAY. THE NORTH AMERICAN WAY EMBODIES A PERSPECTIVE THAT IS BOTH INDIVIDUAL AND COLLECTIVE, WHILE ALSO TAKING A COMPREHENSIVE APPROACH TOWARDS INNOVATION, EFFICIENCY, ECONOMIC ADVANCEMENT, AND SOCIAL ACCOUNTABILITY. THIS OUTLOOK IS FOUNDED ON COLLABORATION AND IS DEEPLY ROOTED IN CULTURAL AND FAMILIAL CONNECTIONS, REGIONAL PRINCIPLES, SHARED HISTORY, AND CUSTOMS.

  Expenses $1,024,407 · Grants $39,550

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

Listed in Part VII

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

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

No itemized grants to organizations on this return.

Provenance

Return type

form_990

Tax year

2022

Filed

28 May 2024

IRS schema version

2022v5.0

Source object

202441579349300614

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