2025-05-05T13:44:25-05:00 2024-06-30 871353108 EISNER ADVISORY GROUP LLC 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2023-07-01 232051143 CONGRESO DE LATINOS UNIDOS INC CONG 2157638870 216 WEST SOMERSET STREET PHILADELPHIA PA 19133 MARY LYNN ALVARINO CFO 2157638870 2025-04-22 1 1 HELEN M MARTIN P01330899 2158818800 2023 2025-03-06 01:10:19Z MARY LYNN ALVARINO 216 WEST SOMERSET STREET PHILADELPHIA PA 19133 21836953 0 X WWW.CONGRESO.NET X 1977 PA CONGRESO'S MISSION IS TO ENABLE INDIVIDUALS AND FAMILIES IN PREDOMINANTLY LATINO NEIGHBORHOODS TO ACHIEVE ECONOMIC SELF-SUFFICIENCY AND WELL BEING. 12 11 272 134 0 0 23048756 19265931 358441 467916 -179814 212004 94837 114357 23322220 20060208 3150427 2773293 0 0 12990324 13644910 0 0 240760 5292132 5311269 21432883 21729472 1889337 -1669264 16771061 15226348 7735356 7822081 9035705 7404267 CONGRESO'S MISSION IS TO ENABLE INDIVIDUALS AND FAMILIES IN PREDOMINANTLY LATINO NEIGHBORHOODS TO ACHIEVE ECONOMIC SELF-SUFFICIENCY AND WELLBEING. IN FISCAL YEAR 2024, CONGRESO SERVED 13,640 UNDUPLICATED INDIVIDUALS. 0 0 7228655 48291 38123 EDUCATION AND WORKFORCE SERVICES: CONGRESO'S EDUCATION AND WORKFORCE SERVICES TEAM SERVES CHILDREN, YOUTH, AND ADULTS BY HELPING THEM REACH THEIR EDUCATIONAL AND PROFESSIONAL GOALS AND GUIDING THEM TOWARDS ECONOMIC SELF-SUFFICIENCY. THEY PROVIDE AFTERSCHOOL AND SUMMER PROGRAMMING, ADULT EDUCATION AND DIGITAL LITERACY CLASSES, GED CLASSES AND TESTING, INDUSTRY-RECOGNIZED CERTIFICATION COURSES, JOB READINESS TRAINING, AND POST-SECONDARY EDUCATION OPPORTUNITIES. FOR EXAMPLE, IN FISCAL YEAR 2024, CONGRESO HELPED 55 STUDENTS OBTAIN THEIR HIGH SCHOOL DEGREE OR GED, HELPED 269 CLIENTS OBTAIN AN INDUSTRY-RECOGNIZED CERTIFICATION AND HELPED 203 CLIENTS OBTAIN EMPLOYMENT. 10158492 2628739 FAMILY AND HOUSING SERVICES: CONGRESO'S FAMILY AND HOUSING SERVICES PROMOTE HOUSEHOLD AND FAMILY STABILITY THROUGH PROGRAMS LIKE HOUSING COUNSELING, HOMEOWNERSHIP WORKSHOPS, TRUANCY PREVENTION, SUPPORT SERVICES FOR DOMESTIC VIOLENCE SURVIVORS AND FOR CRIME VICTIMS AND THEIR FAMILIES, BREASTFEEDING AND PARENTING CLASSES, TAX PREPARATION AND FINANCIAL LITERACY SUPPORT. FOR EXAMPLE, IN FISCAL YEAR 2024, WITH CONGRESO'S SUPPORT, 257 CLIENTS AVOIDED HOMELESSNESS, 77 CLIENTS AVOIDED FORECLOSURE, 103 CLIENTS PURCHASED THIER FIRST HOME, 343 CLIENTS INCREASED THEIR FINANCIAL MANAGEMENT SKILLS AND 48 INDIVIDUALS INCREASED THEIR PARENTING KNOWLEDGE. 3039763 96263 614087 HEALTHCARE SERVICES: CONGRESO'S HEALTHCARE SERVICES PROMOTE INDIVIDUAL AND FAMILY WELL-BEING THROUGH THE CONGRESO HEALTH CENTER (A FEDERALLY QUALIFIED HEALTH CENTER FOR CHILDREN AND ADULTS), HIV PREVENTION, TESTING, COUNSELING AND MEDICAL CASE MANAGEMENT. IN FISCAL YEAR 2024, CONGRESO PROVIDED PRE-NATAL CARE TO 284 CLIENTS AND HELPED 94% OF HIV CLIENTS ACHIEVE VIRAL LOAD SUPPRESSION. 20426910 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 53 0 1 272 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X MARY LYNN ALVARINO 2157638870 216 WEST SOMERSET STREET PHILADELPHIA PA 19133 JANNETTE DIAZ PRESIDENT/CEO 35.50 2.00 X X 218015 0 18818 MIGUEL F ALBAN CHAIR 2.00 X X 0 0 0 JULIO A CORREA VICE CHAIR 2.00 X X 0 0 0 MARIBEL HERNANDEZ SECRETARY 2.00 X X 0 0 0 ROBERT AHRENS TREASURER 2.00 2.00 X X 0 0 0 JOSE AGUIRRE BOARD MEMBER 2.00 X 0 0 0 LISETTE AGOSTO-CINTRON BOARD MEMBER 2.00 X 0 0 0 BRIDGETT M BATTLES BOARD MEMBER 2.00 X 0 0 0 RICHARD J DEPIANO BOARD MEMBER 2.00 2.00 X 0 0 0 MUSTAFA RASHED BOARD MEMBER 2.00 X 0 0 0 FERNANDO J TORRES BOARD MEMBER 2.00 X 0 0 0 OSCAR BUDEJEN BOARD MEMBER 2.00 X 0 0 0 MARY LYNN ALVARINO CFO (EFF 11/28/23) 35.50 2.00 X 10096 0 538 BRENDAN CONLIN CHIEF PROGRAM OFFICER 37.50 X 172016 0 33558 DAISY ROSA VP OF FAMILY HOUSING SERVICES 37.50 X 120569 0 20888 RAFAEL ARISMENDI VP OF EDUCATION AND WORKFORCE SERVICES 37.50 X 117218 0 18005 JUAN DE ANGULO VP STRATEGY AND ANALYSTICS 37.50 X 108515 0 10609 JULIA RIVERA CHIEF EXTERNAL AFFAIRS OFFICER 37.50 X 141532 0 19195 887961 0 121611 10 0 1 0 SMITH & SOLOMON 402 RISING SUN RD BORDENTOWN NJ 08505 JOB TRAINING 433220 AAA SCHOOL OF TRUCKING 442 GIRARD AVE PHILADELPHIA PA 19125 JOB TRAINING 386560 AMERICAN TRAINING CENTER 7905 BROWNING ROAD PENNSAUKEN NJ 08109 JOB TRAINING 234218 MAC'S JANITORIAL SERVICES 858 N LENOLA RD MOORESTOWN NJ 08057 JANITORIAL 157348 4 132603 17990191 1143137 19265931 FEE FOR SERVICE 621400 429793 429793 RENTAL/FACILITY MANAGEMENT FEES 531390 38123 38123 467916 198595 198595 89473 0 89473 89473 89473 1654575 1641166 13409 13409 13409 58675 132603 135579 -76904 -76904 MISC REVENUE 541900 101788 101788 101788 20060208 569704 0 224573 X 2773293 2773293 346568 135245 135781 75542 10760157 10464988 159669 135500 143265 135986 4246 3033 1547275 1544733 1204 1338 847645 808898 22602 16145 212596 176423 36173 786 372 414 91500 91500 1679145 1611649 67496 80080 13447 66274 359 575483 562697 12786 297578 292266 2951 2361 926161 788834 137327 126077 116475 9438 164 218778 125826 40854 52098 3080 3080 218749 217461 56 1232 168254 142221 26033 FEES AND SERVICES 298628 71009 216199 11420 EQUIPMENT 236404 217266 19138 CLIENT ACTIVITIES AND I 233021 227821 5200 BAD DEBT 3381 3381 -58432 -58432 21729472 20426910 1061802 240760 575072 74746 1506099 2038927 6512971 5742770 609228 942571 292211 381802 3170582 1386184 1953727 1784398 2258822 1756652 3062931 2504482 16771061 15226348 677856 939621 87927 63248 251375 114261 6718198 6704951 7735356 7822081 X 1726385 1625926 7309320 5778341 9035705 7404267 16771061 15226348 -1669264 37826 0 X 0 1 X 1 1 1 X 16751460 20806049 18806778 23048756 19265931 98678974 16751460 20806049 18806778 23048756 19265931 98678974 4324428 94354546 37858 229969 126011 98492 288068 780398 72613 25095 14445 56250 101788 270191 99729563 2087950 0.94610 0.94480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 212133 22538 234671 196348 15785 212133 202996 -6648 196348 202996 202996 1.00000 0.00000 0.00000 0 0 1874043 408172 1465871 226722 84651 142071 795841 620076 175765 273976 273285 691 1784398 RIGHT OF USE ASSETS 2504482 2504482 DUE TO AFFILIATES 4200469 LEASE LIABILITY 2504482 6704951 X PART V, LINE 4: THE BOARD-DESIGNATED ENDOWMENT WAS FORMED WITH THE PURPOSE OF PROVIDING PERMANENT FUNDING FOR THE MISSION OF CONGRESO DE LATINOS UNIDOS. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS CLASSIFIED CONGRESO, 2800 AMERICAN, AND 216 SOMERSET AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE"); AS ORGANIZATIONS, CONTRIBUTIONS TO WHICH ARE DEDUCTIBLE UNDER SECTION 170(C) OF THE CODE; AND AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS AS DEFINED IN SECTION 509(A) OF THE CODE. CBS IS A LIMITED LIABILITY COMPANY WHOSE SOLE MEMBER IS AN EXEMPT ORGANIZATION. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY, IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A GOVERNMENT AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY. THERE WERE NO INCOME TAX RELATED INTEREST AND PENALTIES RECORDED FOR EITHER OF THE YEARS ENDED JUNE 30, 2024 OR 2023. BECAUSE CONGRESO IS THE SOLE MEMBER OF CBS, THIS LLC IS INCLUDED IN CONGRESO'S TAX RETURN. GALA LATINA 172305 116655 55650 5000 102474 28105 CELEBRA 18973 15948 3025 191278 132603 58675 5000 102474 28105 135579 -76904 1 NECESSITIES FOR EMERGENCY RELOCATIONS AND MORTGAGE/RENTAL ASSISTANCE PAYMENTS TO INDIVIDUALS OR FAMILIES, SOME WITH AIDS 257 2773293 CASH PART I, LINE 2: TO ENSURE ASSISTANCE IS USED FOR THE INTENDED PURPOSE OF AVOIDING FORECLOSURE OR EVICTION, MORTGAGE AND RENTAL ASSISTANCE PAYMENTS ARE MADE DIRECTLY TO THE PROGRAM PARTICIPANT'S LENDER OR LANDLORD. ALL PAYMENTS ARE APPROVED BY PROGRAM DIRECTOR AND DIVISIONAL VP BEFORE BEING FORWARDED TO FISCAL DEPARTMENT FOR PROCESSING. HOUSING SUPPORT CAN ALSO BE PROVIDED TO COVER NECESSITIES FOR EMERGENCY RELOCATIONS, UTILITY PAYMENTS OR CLOSING COST FOR FIRST-TIME HOME BUYERS. SUPPORT RECIPIENTS INCLUDE PERSONS WITH AIDS AND DOMESTIC VIOLENCE VICTIMS AND THEIR FAMILIES. IN THE CASE OF DOMESTIC VIOLENCE, ONE-TIME PAYMENTS COVER MOVE-IN COSTS, BACK MORTGAGE/RENT, SECURITY SYSTEMS, OR EMERGENCY TRAVEL. MORTGAGE/RENT PAYMENTS ARE MADE DIRECTLY TO LENDER/LANDLORD. FOR TRAVEL AND OTHER NECESSITIES, ADVANCE CHECKS REQUESTS ARE PROCESSED FOR CONGRESO STAFF TO PURCHASE TRANSPORTATION TOKENS OR TICKETS, GIFT CARDS FOR MEALS AND OTHER TRAVEL RELATED EXPENSES. CLIENTS ARE ELIGIBLE TO RECEIVE THIS EMERGENCY ASSISTANCE ONCE EVERY TWO YEARS. IN ADDITION TO EMERGENCY RELOCATION SUPPORT, DOMESTIC VIOLENCE VICTIMS ARE GIVEN RENTAL ASSISTANCE TO PREVENT THEM FROM ENTERING THE SHELTER SYSTEM. THIS COVERS MOVE-IN COSTS SUCH AS SECURITY DEPOSIT, MOVING SERVICES, GIFT CARDS FOR HOUSING SUPPLIES, SUPPORT FOR UTILIIES, AND A MONTHLY SUBSIDY AMOUNT FOR UP TO ONE YEAR. RENTAL ASSISTANCE PAYMENTS ARE MADE DIRECTLY TO PARTICIPANT'S LANDLORD. HOUSING ADVOCATES ALSO PROVIDE ONGOING SAFETY PLANNING. X X 0 0 0 0 0 0 0 0 0 JANNETTE DIAZ PRESIDENT/CEO 218015 0 0 0 0 0 6618 0 12200 0 236833 0 0 0 BRENDAN CONLIN CHIEF PROGRAM OFFICER 172016 0 0 0 0 0 5346 0 28212 0 205574 0 0 0 JULIA RIVERA CHIEF EXTERNAL AFFAIRS OFFICER 141532 0 0 0 0 0 8556 0 10639 0 160727 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B BEFORE IT IS FILED, THE FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE, FORMED BY MEMBERS OF THE BOARD WITH VAST EXPERIENCE IN FINANCE, AUDITS AND TAXES. THE FULL BOARD OF DIRECTORS RECEIVES A COPY OF THE 990 FOR REVIEW AFTER IT IS APPROVED BY THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE VICE PRESIDENT OF PEOPLE AND CULTURE, WITH CHIEF EXECUTIVE OFFICER INVOLVEMENT, IS RESPONSIBLE FOR OVERSEEING THE IMPLEMENTATION OF THE CONFLICT OF INTEREST POLICY. THE AGENCY REQUESTS THAT ALL NEW EMPLOYEES SIGN THIS POLICY. THE VICE PRESIDENT OF PEOPLE AND CULTURE MONITORS PERIODICALLY, THROUGH A SAMPLE PROCESS, PROPOSED OR ONGOING TRANSACTIONS OF THE ORGANIZATION FOR CONFLICTS OF INTEREST AND DISCLOSES THEM TO THE BOARD AND STAFF, AS APPROPRIATE, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED. FORM 990, PART VI, SECTION B, LINE 15 THE ANNUAL SALARY OF THE CHIEF EXECUTIVE OFFICER IS DETERMINED BY THE BOARD OF DIRECTORS IN A SPECIAL, CLOSED SESSION. IT IS REVIEWED ANNUALLY AND IT TAKES INTO CONSIDERATION MARKET COMPARISON, AGENCY SALARY GUIDELINES, AND PERFORMANCE. THE ANNUAL SALARIES OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES ARE DETERMINED BASED ON THE AGENCY'S SALARY GUIDELINES. THE GUIDELINES ESTABLISH A STARTUP SALARY AMOUNT PER POSITION BASED ON MARKET AVERAGE PLUS AN AMOUNT DETERMINED BY YEARS OF EXPERIENCE, EDUCATION, LANGUAGE SKILLS, INDUSTRY ADJUSTMENT, ETC. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, 990 AND 1023 STATEMENTS AVAILABLE TO THE PUBLIC AND ARE ALSO AVAILABLE UPON WRITTEN, ELECTRONIC, AND VERBAL REQUEST. FORM 990, PART IX, LINE 24E LESS SPECIAL EVENT EXPENSES REPORTED ON SCH G: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES -58,432. TOTAL EXPENSES -58,432. CONGRESO BUSINESS SERVICES LLC 216 WEST SOMERSET STREET PHILADELPHIA PA 19133 FACILITIES MANAGEMENT PA 38123 134582 CONGRESO DE LATINOS UNIDOS INC 2800 AMERICAN STREET COMPANY 216 WEST SOMERSET STREET PHILADELPHIA PA 19133 542152662 SUPPORT CONGRESO SERVICES PA 501(C)3 LINE 12A, I CONGRESO DE LATINOS UNIDOS INC 0 216 SOMERSET COMPANY 216 WEST SOMERSET STREET PHILADELPHIA PA 19133 233047862 SUPPORT CONGRESO SERVICES PA 501(C)3 LINE 12A, I CONGRESO DE LATINOS UNIDOS INC 0 APPRENDIZAJE SUPERIOR DE LA COMUNIDAD LLC 216 WEST SOMERSET STREET PHILADELPHIA PA 19133 271294338 EDUCATION PA N/A RELATED 0 1 0.50000 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0