2025-11-11T17:39:13-06:00 2024-12-31 464016990 THE PUN GROUP LLP 6 HUTTON CENTRE DRIVE SUITE 1200 SANTA ANA CA 92707 990 2024-01-01 521212849 NALEO EDUCATIONAL FUND NALE 2137477606 1000 CORPORATE CENTER DRIVE STE MONTEREY PARK CA 91754 ERICA MARTINEZ CEO 2137477606 2025-11-11 1 0 FRANCES KUO P02057020 9497778800 2024 2025-03-06 01:10:19Z ERICA MARTINEZ 1000 CORPORATE CENTER DRIVE STE 310 MONTEREY PARK CA 91754 11944416 0 X WWW.NALEO.ORG X 1980 DC FULL LATINO PARTICIPATION IN THE AMERICAN POLITICAL PROCESS, FROM CITIZENSHIP TO PUBLIC SERVICE. 12 12 66 0 0 0 9654061 11159108 395950 484689 276711 284668 42345 15951 10369067 11944416 796342 749691 0 0 6889209 7070690 0 0 783652 4266448 4207111 11951999 12027492 -1582932 -83076 7995849 7734131 2516604 2388128 5479245 5346003 X THE NALEO EDUCATION FUND IS THE LEADING NONPROFIT ORGANIZATION THAT FACILITATES FULL LATINO PARTICIPATION IN THE AMERICAN POLITICAL PROCESS, FROM CITIZENSHIP TO PUBLIC SERVICE. 0 0 3189633 749691 3366519 CIVIC ENGAGEMENT: THIS PROGRAM SEEKS TO EDUCATE, MOBILIZE, AND INTEGRATE THE LATINO COMMUNITY IN THE DECISION MAKING PROCESS IN ORDER TO STRENGTHEN AMERICAN DEMOCRACY. WE ACHIEVE THIS THROUGH OUR NATURALIZATION, CIVIC INTEGRATION, AND VOTER EDUCATION AND MOBILIZATION PROGRAMS AT THE LOCAL COMMUNITY LEVEL. 2106343 2755585 CONSTITUENCY SERVICES: THIS LATINO PROGRAM PROMOTES THE GOVERNANCE AND POLICYMAKING SUCCESS OF LATINO OFFICIALS THROUGH 8 INSTITURES HELD THROUGHOUT THE COUNTRY THAT FOCUS ON ENERGY, EMERGENCY PREPAREDNESS, SCHOOL GOVERNANCE, EARLY LEARNING, HIGHER EDUCATION AND NEWLY ELECTED OFFICIALS. 2395823 2543319 ANNUAL CONFERENCE - BRINGS TOGETHER POLITICAL, CIVIC, AND BUSINESS LEADERS TO ATTEND PRESENTATIONS AND WORKSHOPS ON PUBLIC POLICY ISSUES AFFECTING THE LATINO COMMUNITY AND IS SUPPORTED THROUGH CONFERENCE REGISTRATION FEES AND CORPORATE SPONSORSHIPS. 1396476 703240 POLICY, RESEARCH AND ADVOCACY - PROVIDES A WIDE ARRAY OF PROFESSIONAL AND LEADERSHIP DEVELOPMENT PROGRAMS FOR LATINO ELECTED AND APPOINTED OFFICIALS. THE NALEO POLICY INSTITUTE PROVIDES KEY TRAINING AND TECHNICAL ASSISTANCE ON A SPECTRUM OF HIGH-PRIORITY LATINO ISSUES, AND THE SUMMITS BRING TOGETHER ELECTED OFFICIALS FROM ACROSS THE UNITED STATES TO ADDRESS TOPICS IN EDUCATION, HEALTH AND GOVERNANCE. 1396476 703240 9088275 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 14 0 1 66 1 0 0 0 0 0 1 1 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA IL NY X X JUAN C VARGAS 2137477606 1000 CORPORATE CENTER DRIVE STE 310 MONTEREY PARK CA 91754 ALEJANDRA SOTELO-SOLIS CHAIR 5.00 X X 0 0 0 RICK R OLIVAREZ TREASURER 5.00 X X 0 0 0 MARY GONZALEZ SECRETARY 5.00 X X 0 0 0 RUBEN BARRALES BOARD MEMBER 5.00 X 0 0 0 LISA Y CALDERON BOARD MEMBER 5.00 X 0 0 0 DIEGO ESPINOZA BOARD MEMBER 5.00 X 0 0 0 BONNIE GARCIA BOARD MEMBER 5.00 X 0 0 0 EMILIO GONZALEZ BOARD MEMBER 5.00 X 0 0 0 CLAUDIA M FROMETA BOARD MEMBER 5.00 X 0 0 0 PAULA LUTES BOARD MEMBER 5.00 X 0 0 0 ARMANDO RODRIGUEZ BOARD MEMBER 5.00 X 0 0 0 LUIS ROSERO BOARD MEMBER 5.00 X 0 0 0 ARTURO VARGAS CHIEF EXECUTIVE OFFICER 30.00 10.00 X 234013 0 23999 JUAN C VARGAS CHIEF FINANCIAL OFFICER 40.00 X 206472 0 21174 ERICA MARTINEZ CHIEF OPERATIONS OFFICER 40.00 X 208898 0 21422 ROSALIND GOLD CHIEF PUBLIC POLICY OFFICER 40.00 X 207510 0 0 AMANDA BOSQUEZ CHIEF COMMUNICATIONS OFFICER 40.00 X 175076 0 0 DAVE MONTEZ CHIEF DEVELOPMENT OFFICER 40.00 X 195000 0 0 ROSITA RAMIREZ NATIONAL DIRECTOR OF CONSTITUENCY SERVICES 40.00 X 154800 0 0 ANGELA WEIMER NATIONAL DIRECTOR OF HR 40.00 X 152307 0 0 1534076 0 66595 8 0 1 0 0 11159108 32800 11159108 CONFERENCE REGISTRATION 900099 484689 484689 484689 284668 284668 OTHER REVENUE 900099 15951 15951 15951 11944416 500640 0 284668 749691 749691 715978 339960 346877 29141 5763643 4044650 1266257 452736 101514 71827 20127 9560 489555 355684 103172 30699 502506 315643 147935 38928 261545 261475 70 106548 85986 8575 11987 213913 159283 42755 11875 670885 637650 6361 26874 1623514 1531267 3455 88792 5677 1095 3744 838 46243 18989 22508 4746 LEASES 253723 189117 41909 22697 BAD DEBT 220000 147500 22500 50000 EQUIPMENT 205665 132440 69035 4190 SUBSCRIPTION 45583 8897 36097 589 51309 37121 14188 12027492 9088275 2155565 783652 1034345 1258078 935558 337940 1820435 2076787 163391 25071 79310 121435 636814 618985 10102 17829 1893606 2079366 2059102 1817625 7995849 7734131 512413 613258 2004191 1774870 2516604 2388128 X 1891153 641311 3588092 4704692 5479245 5346003 7995849 7734131 -83076 650 -50816 0 X X 0 1 X 1 0 X 10578080 12372630 10054341 9654061 11126308 53785420 10578080 12372630 10054341 9654061 11126308 53785420 53785420 6 183809 17326 276711 284668 762520 16707 35 8082 42345 15951 83120 54631060 0.98450 0.99010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 5478 4048 4115 13641 20462 27388 20241 20575 68204 1370 1012 1029 3411 5117 80223 80223 0 556591 538762 17829 17829 RIGHT OF USE ASSETS 1720244 DEPOSITS 97381 1817625 LEASE PAYABLE 1774870 1774870 11945066 650 650 11944416 0 11944416 12027492 0 12027492 0 12027492 1 BAKERRIPLEY 4450 HARRISBURG BLVD STE 200 HOUSTON TX 77011 237062976 39100 0 NATURALIZTION APPLICATION ASSISTANCE BONDING AGAINST ADVERSITY INC 10202 RIPPLE LAKE DR HOUSTON TX 77065 272256912 192700 0 NATURALIZTION APPLICATION ASSISTANCE CENTRO CHA 1633 LONG BEACH BLVD LONG BEACH CA 90813 330703131 17368 0 NATURALIZTION APPLICATION ASSISTANCE CHIRLA - COALITION FOR HUMANE 2533 W THIRD STREET SUITE 101 LOS ANGELES CA 90057 954421521 10893 0 NATURALIZTION APPLICATION ASSISTANCE DOMINICANOS USA PO BOX 936 BRONX NY 10455 463738190 91791 0 VOTER REGISTRATION SERVICES & NATURALIZATION APPLICATION ASSISTANCE FLORIDA IMMIGRANT COALITION 2800 BISCAYNE BLVD 200 MIAMI FL 33137 202123833 32500 0 NATURALIZTION APPLICATION ASSISTANCE GAY MENS HEALTH CRISIS 307 WEST 38TH STREET NEW YORK NY 10018 133130146 8500 0 NATURALIZTION APPLICATION ASSISTANCE HISPANIC UNITY OF FLORIDA 5840 JOHNSON ST HOLLYWOOD FL 33021 592230272 66875 0 NATURALIZTION APPLICATION ASSISTANCE LATIN AMERICAN COALITION 4938 CENTRAL AVE STE 101 CHARLOTTE NC 28205 581945776 10250 0 NATURALIZTION APPLICATION ASSISTANCE MAKE THE ROAD NEW YORK (MRNY) 301 GROVE STREET BROOKLYN NY 11237 113344389 20789 0 NATURALIZTION APPLICATION ASSISTANCE MAKE THE ROAD STATES (MRNY) 301 GROVE STREET BROOKLYN NY 11237 843988830 26797 0 NATURALIZTION APPLICATION ASSISTANCE MI CASA 1721 LINK ROAD WINSTON SALEM NC 27103 472743583 20800 0 NATURALIZTION APPLICATION ASSISTANCE NORTH CAROLINA ASIAN AMERICANS TOGETHER 711 HILLSBOROUGH STREET STE 102 RALEIGH NC 27603 813125435 11525 0 NATURALIZTION APPLICATION ASSISTANCE PROYECTO INMIGRANTE ICS INC 832 S CARRIER PKWY GRAND PRAIRIE TX 75051 104157357 35750 0 NATURALIZTION APPLICATION ASSISTANCE RF CUNY CITIZENSHIP NOW 230 WEST 41ST ST 7TH FLOOR NEW YORK NY 10036 131988190 82002 0 NATURALIZTION APPLICATION ASSISTANCE SOUTHEAST ASIAN COALITION 500 BRADFORD DR UNIT C CHARLOTTE NC 28208 460786773 11525 0 NATURALIZTION APPLICATION ASSISTANCE UNIDOS POR ECUADOR OF CENTRAL FLORIDA 300 WILSHIRE BLVD SUITE 237 CASSELBERRY FL 32707 471593075 15000 0 NATURALIZTION APPLICATION ASSISTANCE PART I, LINE 2 AS A PARTNER OF THE NEW AMERICANS CAMPAIGN (NAC), NALEO EDUCATIONAL FUND DISBURSES FUNDS TO PARTNER ORGANIZATIONS IN GEORGIA, FLORIDA, NORTH CAROLINA, TEXAS, MARYLAND, NEW YORK,CALIFORNIA, AND NEVADA. THE GOAL OF THE NAC IS TO INCREASE THE NUMBER OF ELIGIBLE LPRS WHO APPLY TO BECOME U.S. CITIZENS, PRIOR TO DISBURSING THE FUNDS, NALEO EDUCATIONAL FUND ENTERS INTO AN MOU WITH EACH SUBGRANTEE. IN THIS ROLE, NALEO EDUCATIONAL FUND IS RESPONSIBLE FOR REPORTING THE NUMBER OF APPLICATIONS ASSISTED AND SUBMITTED BY NAC-FUNDED SUB-GRANTEES TO THE IMMIGRANT LEGAL RESOURCE CENTER, NALEO EDUCATIONAL FUND MUST ALSO MAKE EVERY EFFORT TOENSURE SUBGRANTEES ORGANIZE AND PARTICIPATE IN APPLICATION PROCESSING GROUP WORKSHOPS IN COLLABORATION WITH OTHER NAC-FUNDED LOCAL PARTNERS. NALEO EDUCATIONAL FUND STAFF PROVIDES TECHNICAL ASSISTANCE AND SUPPORT TO SUBGRANTEES TO ENSURE THAT THEY MEET THE OUTLINED GOALS AND UTILIZE TOOLS DEVELOPED BY NAC PARTNERS. IN ADDITION, NALEO EDUCATIONAL FUND SERVES AS A NEW AMERICAN CAMPAIGN SITE LEADER IN HOUSTON, LOS ANGELES, NEW YORK AND CHARLOTTE. IN THESE SITES, NALEO EDUCATIONAL STAFF IS RESPONSIBLE FOR CONDUCTING LOCAL COLLABORATION MEETINGS, WORK WITH AFFILIATES TO ENSURE THEY MEET THEIR APPLICATION GOALS AND IS ALSO RESPONSIBLE FOR CONVENING AFFILIATES TO SHARE BEST PRACTICES, RESOURCES, AND MATERIALS. X X 0 0 0 0 0 0 0 0 0 ARTURO VARGAS CHIEF EXECUTIVE OFFICER 234013 0 0 0 0 0 4122 0 19877 0 258012 0 0 0 ERICA MARTINEZ CHIEF OPERATIONS OFFICER 208898 0 0 0 0 0 3679 0 17743 0 230320 0 0 0 JUAN C VARGAS CHIEF FINANCIAL OFFICER 206472 0 0 0 0 0 3637 0 17537 0 227646 0 0 0 ROSALIND GOLD CHIEF PUBLIC POLICY OFFICER 207510 0 0 0 0 0 0 0 0 0 207510 0 0 0 DAVE MONTEZ CHIEF DEVELOPMENT OFFICER 195000 0 0 0 0 0 0 0 0 0 195000 0 0 0 AMANDA BOSQUEZ CHIEF COMMUNICATIONS OFFICER 175076 0 0 0 0 0 0 0 0 0 175076 0 0 0 ROSITA RAMIREZ NATIONAL DIRECTOR OF CONSTITUENCY SE 154800 0 0 0 0 0 0 0 0 0 154800 0 0 0 ANGELA WEIMER NATIONAL DIRECTOR OF HR 152307 0 0 0 0 0 0 0 0 0 152307 0 0 0 X 1 2800 FMV X SOUTHWEST FLIGHT PASSES 150 30000 FMV 0 0 0 PART I, COLUMN (B): 150 ONE-WAY FLIGHT E-PASSES (VALUED AT $200 MIN EACH) WAS DONATED BY SOUTHWEST AIRLINES PER AGREEMENT DATED 3/20/24 TO BE USED FOR THE PURPOSES OF COMPANY TRAVEL. THESE VOUCHERS HAVE A 1-YEAR EXPIRATION DATE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990, PART VI, SECTION B, LINE 11B: THE FORM990 IS PROVIDED TO THE CEO AND CFO FOR THEI REVIEW, COMMENTS AND APPROVAL. A COPY OF THE COMPLETED RETURN IS SENT TO ALL VOTING MEMBERS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A CONFLICT OF INTEREST FORM EVERY YEAR WHICH IS COLLECTED AND REVIEWED BY THE CEO AND BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION UTILIZES A COMPENSATION SURVEY ANDAPPROVAL BY THE BOARD FOR DETERMINING COMPENSATION OF THEORGANIZATION'S EXECUTIVE DIRECTOR. THE INDIVIDUAL GOES THROUGH A PERFORMANCE REVIEW BY THE DIRECT SUPERVISOR WHO RECOMMENDS PAY INCREASE. THIS IS REVIEWED AND APPROVED BY CEO, HR, AND CFO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ALL DOCUMENTS UPON REQUEST AND THE FORM 990 IS ALSO AVAILABLE ON GUIDESTAR.ORG FORM 990. PART XIII, LINE 2C THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR