2024-11-12T16:48:33-05:00 2023-12-31 274760605 KULLMAN CPA LLC 888 BESTGATE ROAD SUITE 316 ANNAPOLIS MD 21401 990 2023-01-01 742984884 US MEXICO FOUNDATION USME 2025496227 1250 H STREET NW SUITE 300 WASHINGTON DC 20005 SEAN SALAS TREASURER 2025496227 2024-11-11 true EDMUND L FRY JR CPA P00300139 4102669885 2024-11-11 2023 2024-10-15 13:58:12Z EMILIO CADENA 1250 H STREET NW SUITE 300 WASHINGTON DC 20005 2744765 false X WWW.USMEXICOFOUND.ORG X 2000 TX TO PROMOTE BINATIONAL UNDERSTANDING AND COLLABORATION THROUGH EDUCATIONAL PROGRAMS THAT LOOK TO EDUCATE AND EMPOWER MEXICAN YOUTH IN THE AREAS OF STEM, ENGLISH LANGUAGE LEARNING, AND CIVIC ENGAGEMENT. 18 17 7 4 0 1646718 2743792 0 744 973 0 1647462 2744765 49550 238454 0 530643 763001 0 102815 1052557 1703995 1632750 2705450 14712 39315 756409 1012126 108152 324554 648257 687572 X TO PROMOTE BINATIONAL UNDERSTANDING AND COLLABORATION THROUGH EDUCATIONAL PROGRAMS THAT LOOK TO EDUCATE AND EMPOWER MEXICAN YOUTH IN THE AREAS OF STEM, ENGLISH LANGUAGE LEARNING, AND CIVIC ENGAGEMENT. false false 1065871 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. 379811 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 REPRESENT A DIVERSE SET OF INSTITUTIONS, AND MANY ASPECTS OF U.S.-MEXICO POLICY, INCLUDING POLITICS AND GOVERNMENT, ECONOMICS AND TRADE, ENERGY, EDUCATION, MEDIA AND COMMUNICATIONS, AND RESEARCH. THE PROGRAM GIVES A 360-DEGREE VIEW OF U.S.- MEXICO RELATIONS, CURRENT AFFAIRS, AND A GLIMPSE INTO MEXICAN AND AMERICAN CULTURE. 237257 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.-MEXICO PARTNERSHIP. THE FIRST CONVOCATION REPORT HAS BEEN VISIBLY PRESENTED TO EDUCATE BILATERAL STAKEHOLDERS AND INTEREST GROUPS IN BOTH COUNTRIES. 681387 238454 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 FURTHER SUPPORTS AND ENHANCES THE GOALS OF THE USMCA. THE US MEXICO FOUNDATION (USMF) FOCUSES 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 PROVIDING EDUCATIONAL AND INFORMATIONAL DOCUMENTS LIKE THINK TANK MONITORING, ALLY SHORING, MEXICO-BAY AREA, AND 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. 681387 238454 2364326 true true false false false false false false true false false false false false false false false false false false true true false false false false false false false true false false false false false false false false false false false false false false false false false true 8 0 true 7 false false false false false false false false false false false false false X 18 17 false false false false false false false true true false false true true true true true true false false false DC X X GUILLERMO PERALTA 2027698201 1250 H STREET NW SUITE 300 WASHINGTON DC 20005 ENRIQUE PERRET ERHARD MANAGING DIR 40.00 X X 378804 0 18485 EMILIO CADENA CHAIR 5.00 X X 0 0 0 MADELKA MCCALLA VICE CHAIR 5.00 X X 0 0 0 ANA MONDRAGON FUNDRAISING 5.00 X X 0 0 0 HECTOR LUJAN GOV/NOMINATI 5.00 X X 0 0 0 SEAN SALAS TREASURER 5.00 X X 0 0 0 DAVID JIMENEZ BOARD MEMBER 3.00 X 0 0 0 JANA NELSON BOARD MEMBER 3.00 X 0 0 0 LOURDES ARANDA BOARD MEMBER 3.00 X 0 0 0 LUCY LAWRENCE BOARD MEMBER 3.00 X 0 0 0 MARCELO GAETE BOARD MEMBER 3.00 X 0 0 0 PATI JINICH BOARD MEMBER 3.00 X 0 0 0 ROLANDO PABLOS BOARD MEMBER 3.00 X 0 0 0 SCOTT MYERS BOARD MEMBER 3.00 X 0 0 0 JEFF WILSON BOARD MEMBER 3.00 X 0 0 0 JENNIFER PRESCOTT BOARD MEMBER 3.00 X 0 0 0 JON BARELA BOARD MEMBER 3.00 X 0 0 0 EDUARDO CANALES BOARD MEMBER 3.00 X 0 0 0 378804 18485 1 false true false 2743792 2743792 973 973 2744765 973 X 238454 238454 378805 273593 37048 68164 323932 254630 39859 29443 29537 29537 30727 22140 3379 5208 5584 5584 100593 100593 644487 641475 3012 618 618 47532 46748 784 12215 5410 6805 284154 278481 5673 387115 389707 -2592 2081 2081 MEALS AND CATERING 149697 149697 OTHER EXPENSES 35139 35139 OVERHEAD EXPENSES (US) 22680 22680 BANK CHARGES AND FEES 10304 4061 6243 1796 1493 303 2705450 2364326 238309 102815 205376 309667 485896 486869 64837 196443 6847 300 12300 756409 1012126 108152 213904 70000 40650 108152 324554 X 648257 687572 648257 687572 756409 1012126 39315 X false false false X 660092 568585 992525 1646718 2743792 6611712 660092 568585 992525 1646718 2743792 6611712 1274813 5336899 1898 817 709 744 973 5141 327 927 1254 6618107 0.80640 0.73880 X PART II, LINE 10 1,254 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X SCHEDULE D, PAGE 2, PART IV, LINE 2B SECURITY DEPOSITS REFUNDABLE 45,000 PASS THROUGH LIABILITY 28,650 true NORTH AMERICA PROGRAM SERVICES EDUCATION TRANSFORMA 238454 238454 238454 NORTH AMERICA PROGRAM SERVICE 5254 NORTH AMERICA EDUCATION TRANSFORMA 190000 NORTH AMERICA PROGRAM SERVICES 38200 WIRE 4 false false false false false false SCHEDULE F, PAGE 1, PART I, LINE 2 THE USMF SUPPORTS EXISTING INSTITUTIONS, PROGRAMS AND ENTITIES THAT ARE CONSISTENT WITH THE FOUNDATION'S MISSION, OBJECTIVES AND CRITERIA, AND WHICH HAVE OR CAN OBTAIN MATCHING FUNDS. THE FOLLOWING IS A BREAKDOWN OF THE QUALIFYING CRITERIA THAT GUIDES US IN OUR SELECTION PROCESS. 1. GENERAL TERMS & CONDITIONS - OBJECTIVE IS ALIGNED WITH USMF MISSION - REVIEW OF FINANCIAL STATEMENTS - DEMONSTRATES PRESENT OR FUTURE SUSTAINABLE MODEL - OPERATIONS CONSISTENT WITH U.S. AND MEXICAN LEGAL STANDARDS - REPORT EVERY 6 MONTHS ON USE OF GRANT FUNDS AND PROGRAM PROGRESS - FREQUENT COMMUNICATIONS BETWEEN USMF STAFF AND GRANTEE'S MANAGEMENT TO TRACK PROGRESS AND ALIGNMENT WITH PURPOSE OF GRANT - DUE DILIGENCE AT GRANT SIGNING 2. PARTNERSHIPS ONE OF THE KEY DISTINGUISHING CHARACTERISTICS OF THE FOUNDATION IS OUR ABILITY TO IDENTIFY AND PARTNER WITH TOP QUALITY, FULLY VETTED PARTNER ORGANIZATIONS IN MEXICO AND THE U.S. THIS ALLOWS US TO PROVIDE HIGHLY CREDIBLE ASSURANCES AS TO THE SELECTION AND MONITORING PROCESS OF PROJECTS IN MEXICO AS A GRANT-MAKING INSTITUTION. PARTNERING WITH MAJOR MEXICAN AND AMERICAN ORGANIZATIONS ALLOWS US TO ALSO DEVELOP TRULY UNIQUE AND IMPACTFUL PROJECTS THAT MEET OUR SELECTION CRITERIA AND ALLOWS US TO MAKE A TRANSFORMATIONAL IMPACT IN OUR AREAS OF FOCUS. 3. DEFINED/ MEASUREABLE IMPACT THE USMF SUPPORTS PROGRAMS WITH CONCRETE OBJECTIVES, TIMELINES, MILESTONES AND EXPECTED RESULTS/IMPACT. SPECIFIC DELIVERABLES FOR EACH GRANT ARE DEFINED IN EACH GRANT AGREEMENT. 4. TRANSFORMATIONAL/SCALABLE THE USMF REQUIRES ALL GRANTEES WHO HAVE BEEN IN OPERATION FOR AT LEAST 1.5 YEARS TO HAVE ADDITIONAL SOURCES OF FUNDING TO ENSURE THE LONG-TERM SUSTAINABILITY OF THE PROGRAMS. ADDITIONALLY THE USMF LOOKS TO SUPPORT PROGRAMS WITH HIGH POTENTIAL TO BE SCALABLE. THE USMF RECOGNIZES THE VALUE OF INTEGRATED OR HOLISTIC DEVELOPMENT MODELS, WHICH CAN INCLUDE PARTNERSHIPS WITH OTHER ORGANIZATIONS THAT COMPLEMENT THE ACTIVITIES OF THE GRANTEE. 5. AREAS OF FOCUS THE USMF FOCUSES ITS RESOURCES ON INVESTING IN EDUCATIONAL PROGRAMS IN THE AREAS OF STEM, ENGLISH LANGUAGE LEARNING AND CIVIC ENGAGEMENT AS WELL AS PROGRAMS THAT HAVE A BINATIONAL COMPONENT FOCUSED ON PROMOTING BINATIONAL UNDERSTANDING AND COLLABORATION. 6. COMMUNITY INVOLVEMENT AND CIVIC ENGAGEMENT THE USMF PROMOTES THE DEVELOPMENT OF CIVIL SOCIETY BY FAVORING THOSE PROGRAMS THAT INCORPORATE THE ENGAGEMENT OF COMMUNITY MEMBERS IN THE IDENTIFICATION OF THE NEED AND PARTICIPATION IN THE EXECUTION OF THE PROJECT. 7. INNOVATION THE USMF FOCUSES ON SUPPORTING OR IMPLEMENTING INNOVATIVE EDUCATIONAL PROGRAMS WITH A BINATIONAL EMPHASIS. IN DOING SO, THE USMF PROMOTES THE USE OF INNOVATIVE EDUCATIONAL MODELS AND THE TRANSFER OF BEST PRACTICES AT A BINATIONAL LEVEL. 8. GRANT MONITORING THE USMF TAKES THE RESPONSIBILITY OF MONITORING OUR GRANTEES SERIOUSLY AND ADHERES TO THE FOLLOWING: 1. THE MONITORING OF THE APPROVED GRANT WILL FOLLOW THE REPORTING REQUIREMENTS AND SCHEDULE ESTABLISHED IN THE GRANT AGREEMENT. 2. THE PROGRAM OFFICER WILL FOLLOW UP WITH THE GRANTEE TO ENSURE TIMELY SUBMISSION OF PERIODIC REPORTING AS STATED IN THE GRANT AGREEMENTS. 3. THE PROGRAM OFFICER WILL CONTACT THE GRANTEE ORGANIZATION AS NECESSARY TO MONITOR THE STATUS OF THE PROGRAM, AND TO IDENTIFY ANY POTENTIAL DEVIATION FROM THE ORIGINAL BUDGET AND TIMELINE, AS WELL AS OPPORTUNITIES FOR MID-COURSE CORRECTION AND ADDITIONAL USMF SUPPORT OR COLLABORATION. 4. THE PROGRAM OFFICER WILL DEFINE THE IDEAL TIME AND FORM FOR SITE VISITS IN COLLABORATION WITH THE GRANTEE. 5. ANY DEVIATION IN TIMELINE, PERFORMANCE OR SUBSTANTIVE CHANGE IN THE ORGANIZATION PURPOSE OR OTHER CRITICAL PROGRAM COMPONENT WILL BE ASSESSED BY THE MANAGEMENT TEAM AND REPORTED TO THE EXECUTIVE COMMITTEE WITH A RECOMMENDATION FOR REMEDIAL ACTION. SCHEDULE F, PAGE 1, PART I, LINE 3 NORTH AMERICA 238,454 0 false false false false false false false false false ENRIQUE PERRET ERHARD MANAGING DIRECTOR 233381 145423 18485 397289 FORM 990, PAGE 2, PART III, LINE 4A 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. FORM 990, PAGE 2, PART III, LINE 4D 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 FURTHER SUPPORTS AND ENHANCES THE GOALS OF THE USMCA. THE US MEXICO FOUNDATION (USMF) FOCUSES 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 PROVIDING EDUCATIONAL AND INFORMATIONAL DOCUMENTS LIKE THINK TANK MONITORING, ALLY SHORING, MEXICO-BAY AREA, AND 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. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE CEO AND THE TREASURER. THE ENTIRE BOARD RECEIVED A COPY OF THE 990 PRIOR TO FILING THE RETURN WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY EACH MEMBER OF THE BOARD OF DIRECTORS. IF THERE ARE ANY CONFLICTS THE BOARD MEMBER WILL RECUSE HIM/HERSELF FROM VOTING ON THE MATTER. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTORS 613,861 0 0 PAYROLL SERVICE 0 1,846 0 OTHER CONTRACTORS 27,614 1,166 0 TOTAL 641,475 3,012 0