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← ORGANIZATION OF LATINO ACTUARIES

Form 990 for tax year 2023

Filed by ORGANIZATION OF LATINO ACTUARIES.

Totals

Total revenue
$720,595
Total expenses
$419,125
Contributions and grants received
$720,595
Grants paid
$169,875
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$996,790
Total liabilities, end of year
$35,046
Net assets or fund balances, end of year
$961,744
Program services expenses (Part IX)
$340,411
Management and general expenses
$78,714
Fundraising expenses
$0
Program service expenses (Part III)
$340,411

Program services were 81.2% 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

    $720,595

  • 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 $169,875 · program services $169,875

  • 11c · Fees: accounting

    total $32,424 · program services $0 · management and general $32,424 · fundraising $0

  • 11g · Fees: other

    total $22,900 · program services $0 · management and general $22,900 · fundraising $0

  • 12 · Advertising and promotion

    total $21,092 · program services $21,092 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $789 · program services $293 · management and general $496 · fundraising $0

  • 14 · Information technology

    total $34,653 · program services $26,170 · management and general $8,483 · fundraising $0

  • 17 · Travel

    total $132,024 · program services $122,831 · management and general $9,193 · fundraising $0

  • 23 · Insurance

    total $1,214 · program services $0 · management and general $1,214 · fundraising $0

  • 24a · Other expenses: Bank fees

    total $3,960 · program services $0 · management and general $3,960 · fundraising $0

  • 24b · Other expenses: Other expenses

    total $194 · program services $150 · management and general $44 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $652,705 · end of year $805,251

  • 3 · Pledges and grants receivable

    beginning of year $25,750 · end of year $174,500

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,099 · end of year $17,039

  • 17 · Accounts payable and accrued expenses

    beginning of year $22,280 · end of year $35,046

  • 27 · Net assets without donor restrictions

    beginning of year $581,274 · end of year $750,744

  • 28 · Net assets with donor restrictions

    beginning of year $79,000 · end of year $211,000

Mission and programs · 2023

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

    Expenses $340,411 · Grants $169,875

As filed on the 2023 return.

Listed in Part VII

  • Regina Kintana

    President

    Total calculated
    $0
    Hours/week
    5

  • Jessica X Vega

    President-Elect (Jan-Sep)

    Total calculated
    $0
    Hours/week
    5

  • Isaac Maycotte

    Immediate Past President

    Total calculated
    $0
    Hours/week
    5

  • Alfonso Carrillo-Lundgren

    Treasurer

    Total calculated
    $0
    Hours/week
    5

  • Enrique Schulz

    Secretary

    Total calculated
    $0
    Hours/week
    5

  • Adelaida Campos

    Director

    Total calculated
    $0
    Hours/week
    5

  • Anji Li

    Director of Pipeline Development

    Total calculated
    $0
    Hours/week
    5

  • Manuel Guerra

    Director

    Total calculated
    $0
    Hours/week
    5

  • Anthony Lucero

    Director

    Total calculated
    $0
    Hours/week
    5

  • Romina Egan

    Director

    Total calculated
    $0
    Hours/week
    5

  • Marcela Granados

    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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
27 March 2024
IRS schema version
2023v5.1
Source object
202413189349308536

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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