Totals
- Total revenue
- $1,720,083
- Total expenses
- $13,345,528
- Contributions and grants received
- $0
- Grants paid
- $13,031,285
- Program service revenue
- $0
- Investment income
- $1,720,083
- Other revenue
- $0
- Total assets, end of year
- $47,604,075
- Total liabilities, end of year
- $39,017,823
- Net assets or fund balances, end of year
- $8,586,252
- Program services expenses (Part IX)
- $13,031,285
- Management and general expenses
- $314,243
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $13,031,285
Program services were 97.6% 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.
-
3 · Investment income
total $1,417,341 · unrelated business -$14,908 · excluded $1,432,249
-
7a · Gross sales of assets other than inventory
securities $14,795,982
-
7b · Less cost or other basis and sales expenses
securities $14,493,240
-
7c · Gain or loss
securities $302,742
-
7d · Net gain or loss
total $302,742 · excluded $302,742
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $13,031,285 · program services $13,031,285
-
5 · Compensation of officers, directors and key employees
total $15,108 · management and general $15,108
-
7 · Other salaries and wages
total $1,064 · management and general $1,064
-
8 · Pension plan contributions
total $58 · management and general $58
-
9 · Other employee benefits
total $232 · management and general $232
-
10 · Payroll taxes
total $898 · management and general $898
-
11b · Fees: legal
total $3,577 · management and general $3,577
-
11c · Fees: accounting
total $3,806 · management and general $3,806
-
11f · Fees: investment management
total $282,340 · management and general $282,340
-
11g · Fees: other
total $785 · management and general $785
-
13 · Office expenses
total $185 · management and general $185
-
14 · Information technology
total $124 · management and general $124
-
16 · Occupancy
total $617 · management and general $617
-
19 · Conferences, conventions and meetings
total $31 · management and general $31
-
23 · Insurance
total $19 · management and general $19
-
24a · Other expenses: OTHER EXPENSES
total $5,399 · management and general $5,399
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $865,708 · end of year $339,895
-
7 · Other notes and loans receivable
beginning of year $11,653,371 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $16,459,389 · end of year $15,841,891
-
12 · Investments: other securities
beginning of year $22,773,165 · end of year $31,422,289
-
25 · Other liabilities
beginning of year $38,985,921 · end of year $39,017,823
-
27 · Net assets without donor restrictions
beginning of year $12,765,712 · end of year $8,586,252
Mission and programs · 2023
Mission
SEE SCHEDULE O.
Activities or mission (Part I)
NONPROFIT ORGANIZATION ESTABLISHED TO SUPPORT THE CHARITABLE INITIATIVES OF UNIDOSUS.
-
GRANT AND LOAN FORGIVENESS TO UNIDOSUS IN SUPPORT OF UNIDOSUS GENERAL OPERATIONS AND STRATEGIC PROGRAM ACTIVITIES.
Expenses $13,031,285 · Grants $13,031,285
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Janet MurguiaJANET MURGUIA
PRESIDENT & SECRETARY
- Total calculated
- $737,689
- From this org
- $0
- From related orgs
- $676,570
- Other
- $61,119
- Hours/week
- 1 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $587,167 related
- Bonus
- $0 + $70,955 related
- Other
- $0 + $18,448 related
- Deferred
- $0 + $45,600 related
- Nontaxable benefits
- $0 + $15,519 related
- Filer's total
- $0 + $737,689 related
-
Kevin SmithKEVIN SMITH
EXECUTIVE DIRECTOR
- Total calculated
- $353,628
- From this org
- $16,305
- From related orgs
- $300,913
- Other
- $36,410
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $16,160 + $298,233 related
- Bonus
- $0
- Other
- $145 + $2,680 related
- Deferred
- $365 + $6,738 related
- Nontaxable benefits
- $1,506 + $27,801 related
- Filer's total
- $18,176 + $335,452 related
-
Darcy EischensDARCY EISCHENS
TREASURER
- Total calculated
- $263,264
- From this org
- $0
- From related orgs
- $232,118
- Other
- $31,146
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $218,434 related
- Bonus
- $0 + $10,000 related
- Other
- $0 + $3,684 related
- Deferred
- $0 + $16,286 related
- Nontaxable benefits
- $0 + $14,860 related
- Filer's total
- $0 + $263,264 related
-
Ken TrujilloKEN TRUJILLO
BOARD MEMBER & CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
John EsquivelJOHN ESQUIVEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dr Maria Harper-MarinickDR MARIA HARPER-MARINICK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Gene OrtegaGENE ORTEGA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
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
The filer's explanations (Part III)
- PART I, LINE 3:
- UNIDOS INVESTMENT FUND, INC RELIES ON UNIDOSUS, A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT & CEO. UNIDOSUS USES A COMPENSATION SURVEY OR STUDY, THE APPROVAL BY A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, AND BOARD APPROVAL.
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
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · WORKS TO IMPROVE OPPORTUNITIES FOR HISPANIC AMERICANS · AZ
-
501(C)(3) · COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION · AZ
Directly controlled by UNIDOSUS
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202522259349302212
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