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Nonprofiteer
← FONDOS UNIDOS DE PUERTO RICO INC

Form 990 for tax year 2023

Filed by FONDOS UNIDOS DE PUERTO RICO INC.

Totals

Total revenue
$6,653,433
Total expenses
$7,718,311
Contributions and grants received
$5,207,133
Grants paid
$4,261,175
Program service revenue
$0
Investment income
$151,868
Other revenue
$1,294,432
Total assets, end of year
$14,869,067
Total liabilities, end of year
$5,104,907
Net assets or fund balances, end of year
$9,764,160
Program services expenses (Part IX)
$6,176,494
Management and general expenses
$929,722
Fundraising expenses
$612,095
Program service expenses (Part III)
$6,176,494

Program services were 80.0% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $1,570,014

  • 1f · All other contributions, gifts and grants

    $3,637,119

  • 1g · Noncash contributions included above

    $283,467

  • 2a · Program service revenue

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

  • 2b · Program service revenue

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

  • 2c · Program service revenue

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

  • 2d · Program service revenue

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

  • 2e · Program service revenue

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

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $151,868 · related or exempt $151,868 · unrelated business $0 · excluded $0

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

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

  • 5 · Royalties

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

  • 6a · Gross rents

    real property $0 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

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

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 7d · Net gain or loss

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

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

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

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

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

  • 11a · Other revenue

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

  • 11b · Other revenue

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

  • 11c · Other revenue

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

  • 11d · All other revenue

    total $1,294,432 · related or exempt $1,294,432 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $1,294,432

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,261,175 · program services $4,261,175

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $558,263 · program services $65,280 · management and general $421,163 · fundraising $71,820

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $946,941 · program services $605,827 · management and general $59,229 · fundraising $281,885

  • 8 · Pension plan contributions

    total $21,808 · program services $7,574 · management and general $10,750 · fundraising $3,484

  • 9 · Other employee benefits

    total $131,184 · program services $39,538 · management and general $48,997 · fundraising $42,649

  • 10 · Payroll taxes

    total $139,269 · program services $61,075 · management and general $44,550 · fundraising $33,644

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $554,157 · program services $334,139 · management and general $209,219 · fundraising $10,799

  • 12 · Advertising and promotion

    total $249,134 · program services $214,983 · management and general $0 · fundraising $34,151

  • 13 · Office expenses

    total $24,538 · program services $15,045 · management and general $6,947 · fundraising $2,546

  • 14 · Information technology

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $35,952 · program services $17,039 · management and general $8,846 · fundraising $10,067

  • 17 · Travel

    total $78,584 · program services $34,970 · management and general $24,068 · fundraising $19,546

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $29,310 · program services $19,860 · management and general $818 · fundraising $8,632

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $75,702 · program services $30,280 · management and general $24,225 · fundraising $21,197

  • 22 · Depreciation, depletion and amortization

    total $76,227 · program services $42,012 · management and general $18,248 · fundraising $15,967

  • 23 · Insurance

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24a · Other expenses: Volunteer, community and agency relations

    total $307,429 · program services $304,127 · management and general $1,472 · fundraising $1,830

  • 24b · Other expenses: Utilities and insurance

    total $113,752 · program services $73,204 · management and general $19,762 · fundraising $20,786

  • 24c · Other expenses: Repairs and maintenances

    total $78,040 · program services $35,862 · management and general $20,446 · fundraising $21,732

  • 24d · Other expenses: Postage and shipping

    total $4,282 · program services $2,221 · management and general $872 · fundraising $1,189

  • 24e · All other expenses

    total $32,564 · program services $12,283 · management and general $10,110 · fundraising $10,171

  • 26 · Joint costs (an allocation of the lines above)

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $5,060,009 · end of year $7,871,741

  • 3 · Pledges and grants receivable

    beginning of year $1,805,175 · end of year $1,418,851

  • 4 · Accounts receivable

    beginning of year $885,655 · end of year $744,087

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $27,677 · end of year $84,966

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

    $3,818,260

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

    $3,307,520

  • 10c · Land, buildings and equipment, net

    beginning of year $586,967 · end of year $510,740

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $3,843,982 · end of year $4,238,682

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $421,584 · end of year $349,643

  • 18 · Grants payable

    beginning of year $939,420 · end of year $401,950

  • 19 · Deferred revenue

    beginning of year $19,423 · end of year $4,353,314

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $8,728,736 · end of year $7,970,580

  • 28 · Net assets with donor restrictions

    beginning of year $2,100,302 · end of year $1,793,580

Mission and programs · 2023

Mission

THE PURPOSE OF THE ORGANIZATION IS TO RAISE FUNDS IN ANNUAL CAMPAIGNS TO COVER PROGRAM SERVICES OF ITS PARTICIPATING AGENCIES.

Activities or mission (Part I)

RAISE FUNDS IN ANNUAL CAMPAIGN TO COVER PROGRAM SERVICES OF ITS PARTICIPATING AGENCIES.

  • FUNDS DISTRIBUTONS AND ALLOCATION SERVICES - PAYMENT TO PARTICIPATING AGENCIES. GRANTS CONSIST OF ALLOCATION OF FUNDS COLLECTED THROGH THE ANNUAL CAMPAIGN IN PUBLIC AND PRIVATE SECTOR TO MORE THEN ONE THOUSAND WELFARE AND HEALTH AGENCIES OF WHICH 114 ARE AFFILIATED TO THE AGENCY WHICH BENEFIT MORE THAN 800K PEOPLE IN PUERTO RICO.

    Expenses $2,921,921 · Grants $2,921,921 · Revenue $3,091,363

  • INFORMATION AND REFERRAL - 211 PHONE NUMBER CONNECT CALLERS TO INFORMATION ABOUT CRITICAL HEALTH AND HUMAN SERVICES AVAILABLE IN PUERTO RICO. THIS SERVICE PROVIDES CALLERS WITH INFORMATION AND REFERRAL TO HUMAN SERVICES FOR EVERYDAY NEEDS AND IN TIME OF CRISIS. 211 CAN OFFER ACCES TO BASIC HUMAN NEED RESOURCES PHYSICAL AND MENTAL HEALTH RESOURCE AND ANY OTHER SERVICE.

    Expenses $133,732

  • VOLUNTEERS CENTER - MATCH YOU WITH VOLUNTEER OPPORTUNITES THAT FIT THE INTEREST SKILLS AVAILABILITY AND LOCATION WITH THE NEEDS OF THE NON-PROFIT ORGANIZATION. ALSO PROMOTE THE VOLUNTEER HELP AMONG THE CORPORATIONS THAT SUPPORT THE ANNUAL FUNDRAISING CAMPAIGN AND HAS A PROGRAM CALLED "CLUB ME IMPORTAS TU" THAT DEVELOPS LEADERSHIP SKILLS FOR HIGH SCHOOL AND UNIVERSITY SUDENTS.

    Expenses $55,928

  • Allocation Services

    Expenses $274,309

  • Sembrando futuro

    Expenses $185,043

  • Special project Department of Health

    Expenses $968,796

  • Disaster relief

    Expenses $65,671

  • Other programs

    Expenses $1,571,094

As filed on the 2023 return.

Listed in Part VII

  • Samuel Gonzalez

    PRESIDENT

    Total calculated
    $188,991
    From this org
    $0
    From related orgs
    $185,285
    Other
    $3,706
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,285
    Bonus
    $0
    Other
    $0
    Deferred
    $3,706
    Nontaxable benefits
    $0
    Filer's total
    $188,991

  • Heidi Cortes

    FINANCE AND ADMINISTRATION VP

    Total calculated
    $105,270
    From this org
    $0
    From related orgs
    $103,206
    Other
    $2,064
    Hours/week
    40

  • Carlos Gomez

    VP CAMPAIGN

    Total calculated
    $73,256
    From this org
    $0
    From related orgs
    $71,820
    Other
    $1,436
    Hours/week
    40

  • Jaime Bahamundi

    DIRECTOR OF COMMUNICATIONS

    Total calculated
    $68,740
    From this org
    $0
    From related orgs
    $67,392
    Other
    $1,348
    Hours/week
    40

  • Nina Giron

    HUMAN RESOURCES DIRECTOR

    Total calculated
    $66,585
    From this org
    $0
    From related orgs
    $65,280
    Other
    $1,305
    Hours/week
    40

  • Juan Gonzalez

    COMMUNITY INITIATIVE DIRECTOR

    Total calculated
    $66,586
    From this org
    $0
    From related orgs
    $65,280
    Other
    $1,306
    Hours/week
    40

  • Juan Mario Alvarez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Eustaquio Babilonia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Marc Bjorkman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Jose L Borges

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Graham Castillo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Jose Juan Davila

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Jose R Del Valle Bigelow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Alicia Echevarria

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Jaime Figueroa

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Diana Flores

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Lori-Ann Frontera

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Jonathan Garcia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Maria Elena Gonzalez Calderon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Paul T Hargen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Jorge Hernandez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Artur Jotic

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Roberto J Martinez Santiago

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Giselle Martinez Velazquez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Manuel Matosantos

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Emely Y Medina

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Rosana Melendez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Carlos J Morell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Rafael Nieves

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Jose F Oramas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Yasmin Pedrogo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Lizzie Perez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Luis A Perez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Ismael Rios

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Annette Rodriguez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Humberto Rovira

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Anthony Ruiz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Manuel Sanchez Sierra

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Agnes Suarez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Vivian J Vazquez Bonilla

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Miguel R Venta

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Audrey Zamot

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

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

  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 2 · Substantiation required before reimbursing expenses
  • 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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
13 December 2024
IRS schema version
2023v5.1
Source object
202433489349300633

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