2025-11-14T14:56:27-06:00 2024-12-31 521853933 JM&M 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2024-01-01 200392012 CONGRESSIONAL HISPANIC LEADERSHIP INSTITUTE INC CONG 2023478280 529 14TH STREET NW SUITE 721 WASHINGTON DC 20045 MARY ANN GOMEZ ORTA PRESIDENT AND CEO 2023478280 2025-11-13 1 1 MEENA BISHNOI P01480769 4108840220 2024 2025-03-06 01:10:19Z X MARY ANN GOMEZ ORTA 529 14TH STREET NW SUITE 721 WASHINGTON DC 20045 1904877 0 X WWW.CHLI.ORG X 2003 DC ENHANCEMENT PROGRAMS FOR THE HISPANIC COMMUNITY. 30 30 7 31 0 0 1839326 1768590 0 0 14877 23539 103276 -72680 1957479 1719449 273975 335416 0 0 573735 643391 73500 0 313578 636701 765779 1557911 1744586 399568 -25137 2066094 2068022 229585 256650 1836509 1811372 X TO ADVANCE THE HISPANIC COMMUNITY'S ECONOMIC PROGRESS WITH A FOCUS ON SOCIAL RESPONSIBILITY AND GLOBAL COMPETITIVENESS. 0 0 428799 190248 GLOBAL LEADERS INTERNSHIPS AND FELLOWSHIPS - DURING THE FALL AND SPRING SEMESTERS, SELECTED STUDENTS COMPLETE PAID INTERNSHIPS IN CONGRESSIONAL AND CORPORATE OFFICES TO STRENGTHEN THEIR UNDERSTANDING OF PUBLIC POLICY WHILE INTERACTING WITH TOP LEADERS IN THE NATION. THIS UNIQUE EXPERIENTIAL ACADEMIC SEMESTER-LONG INTERNSHIP EXPERIENCE COMBINES CONGRESSIONAL, CORPORATE, AND CIVIC ENGAGEMENT. 312497 113838 COMMUNICATIONS FELLOWSHIP - TWO RECENT COLLEGE GRADUATES GAIN HANDS-ON EXPERIENCE BY DIRECTLY WORKING WITH CHLI'S COMMUNICATIONS MANAGER TO DEVELOP, IMPLEMENT, AND EVALUATE TRADITIONAL AND SOCIAL MEDIA PLANS. 195161 1096 POLICY BRIEFINGS, WORKSHOPS AND OTHER PROGRAMS - QUARTERLY POLICY BRIEFINGS ON ISSUES THAT IMPACT OUR COMMUNITIES, CONNECT NATIONAL LEADERS AND EXPERTS FROM THE PRIVATE AND PUBLIC SECTORS, AND ARE A VALUABLE RESOURCE FOR MEMBERS OF CONGRESS AND THEIR STAFF, INDUSTRY LEADERS, AND CORPORATIONS. 72814 30234 SUMMER LAW FELLOWS - FOUNDED IN 2020 IN PARTNERSHIP WITH THE UNIVERSITY OF MIAMI SCHOOL OF LAW, CHLI'S PAID SUMMER LAW FELLOWSHIP ALLOWS FIRST- AND SECOND-YEAR LAW STUDENTS THE OPPORTUNITY TO GAIN VALUABLE LEGAL EXPERIENCE AND NETWORKING OPPORTUNITIES WITH CHLI'S CONGRESSIONAL, CORPORATE, AND LAW PARTNERS. 69068 TRADE SYMPOSIUM - HELD DURING HISPANIC HERITAGE MONTH, THE SYMPOSIUM CONVENES OVER 100 INTERNATIONAL BUSINESS INFLUENCERS, HISPANIC ORGANIZATION LEADERS, EXPERTS ON TRADE, MEMBERS OF THE DIPLOMATIC COMMUNITY, FOREIGN MINISTERS, AND U.S. GOVERNMENT OFFICIALS TO DISCUSS TRADE ISSUES THAT AFFECT U.S. GLOBAL COMPETITIVENESS. 66421 FUTURE LEADERS CONFERENCES - CHLI'S FUTURE LEADERS CONFERENCE BRINGS TOGETHER CONGRESSIONAL SPEAKERS AND DISTINGUISHED CORPORATE EXECUTIVES, CAPITOL HILL STAFF, AND ACADEMIC AND NON-PROFIT LEADERS TO DISCUSS PUBLIC SERVICE, LEADERSHIP, AND GLOBAL COMPETITIVENESS. 46233 ALUMNI ASSOCIATION - CREATED BY ALUMNI FOR ALUMNI, CHLI'S ALUMNI ASSOCIATION CELEBRATES ACCOMPLISHMENTS TO FOSTER A CULTURE OF LEADERSHIP, COMMUNITY, AND CONTINUE TO INVEST IN ADVANCING OPPORTUNITIES FOR HISPANIC LEADERS. 254536 30234 1190993 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 37 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 30 30 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 CA ID TX NJ FL PR GA X MARY ANN GOMEZ ORTA 2023478280 529 14TH STREET NW SUITE 721 WASHINGTON DC 20045 MARY ANN GOMEZ ORTA PRESIDENT AND CEO 50.00 X 142478 0 24492 REP ILEANA ROS-LEHTINEN CHAIR 1.00 X X 0 0 0 REP HENRY CUELLAR VICE CHAIR 1.00 X X 0 0 0 REP MARIO DIAZ-BALART VICE CHAIR 1.00 X X 0 0 0 EMILIO GONZALEZ SECRETARY UNTIL DECEMBER 1.00 X X 0 0 0 LEO MUNOZ DIRECTOR UNTIL DECEMBER, THEN SECRETARY 1.00 X X 0 0 0 MARIA LUISA BOYCE TREASURER 1.00 X X 0 0 0 HEATHER KENNEDY CHAIR OF GOVERNANCE 1.00 X X 0 0 0 REP BILL FLORES DIRECTOR 1.00 X 0 0 0 REP JENNIFFER GONZALEZ-COLON DIRECTOR 1.00 X 0 0 0 JENNIFER ZINICOLA DIRECTOR 1.00 X 0 0 0 DANIEL DIAZ-BALART DIRECTOR 1.00 X 0 0 0 REP CARLOS GIMENEZ DIRECTOR 1.00 X 0 0 0 SEN RICK SCOTT DIRECTOR 1.00 X 0 0 0 ALICE LUGO DIRECTOR AS OF MARCH 2024 1.00 X 0 0 0 SILVIA R ALDANA DIRECTOR 1.00 X 0 0 0 ISAAC REYES DIRECTOR 1.00 X 0 0 0 REP ROBERT MENENDEZ DIRECTOR 1.00 X 0 0 0 REP TONY GONZALES DIRECTOR 1.00 X 0 0 0 SARA DECKER DIRECTOR 1.00 X 0 0 0 OMAR FRANCO DIRECTOR 1.00 X 0 0 0 REP DARREN SOTO DIRECTOR 1.00 X 0 0 0 KEITH FERNANDEZ DIRECTOR 1.00 X 0 0 0 YISEL CABRERA DIRECTOR 1.00 X 0 0 0 ILIA RODRIGUEZ DIRECTOR 1.00 X 0 0 0 REP DAVID VALADAO DIRECTOR 1.00 X 0 0 0 JAVIER GAMBOA DIRECTOR 1.00 X 0 0 0 OMAR VARGAS DIRECTOR 1.00 X 0 0 0 DEBBIE MARSHALL DIRECTOR AS OF MARCH 2024 1.00 X 0 0 0 ANDREW VLASATY DIRECTOR AS OF MARCH 2024 1.00 X 0 0 0 PILAR RAMOS DIRECTOR AS OF DEC. 2024 1.00 X 0 0 0 CLAUDIA PUIG DIRECTOR UNTIL MARCH 2024 1.00 X 0 0 0 142478 0 24492 1 0 1 0 CGI 1100 OPO MANAGEMENT LPWALDORF ASTO 1100 PENNSYLVANIA AVE NW WASHINGTON DC 20004 GALA CATERING 126367 1 737902 1030688 10000 1768590 23539 23539 112748 737902 185428 -72680 -72680 1719449 0 0 -49141 X 335416 335416 166970 109597 14056 43317 385546 253061 32458 100027 46123 30280 3881 11962 44752 29374 3767 11611 69366 69366 327615 217242 54325 56048 21469 14169 3650 3650 36019 21042 6178 8799 72665 50512 5428 16725 85624 52383 10689 22552 115081 52398 33561 29122 4057 2663 342 1052 4379 2874 369 1136 6084 3992 514 1578 DUES AND SUBSCRIPTIONS 17645 11814 1294 4537 LICENSE AND FEES 2892 2331 137 424 AWARD PLAQUES 2883 1845 1038 1744586 1190993 240015 313578 124001 124001 1640704 1361191 157105 465000 852 19 116458 98216 35414 28157 11636 7257 15338 12338 2066094 2068022 80387 111087 149198 145563 229585 256650 X 1278503 1325389 558006 485983 1836509 1811372 2066094 2068022 -25137 0 X X 0 1 X 1 0 X 930293 1385004 1694059 1839326 1768590 7617272 930293 1385004 1694059 1839326 1768590 7617272 1496542 6120730 742 237 329 14877 23539 39724 6300 6300 7663296 0.79870 0.78700 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GAIN ON LEASE EARLY TERMINATION - 2023 AMOUNT: $ 6,300. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35414 28157 7257 7257 X 1996077 91200 185428 276628 1719449 0 1719449 2021214 91200 185428 276628 1744586 0 1744586 PART X, LINE 2: CHLI BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE ARE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL FUNDRAISING EVENT EXPENSES 185,428. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL FUNDRAISING EVENT EXPENSES 185,428. X X X X X 1 MAITE SANZ 12825 SW 105 TERRACE MIAMI FL 33186 FUNDRAISING CONSULTING 0 1414872 82800 1332072 1414872 82800 1332072 DC CA FL ID NJ PR TX GA ANNUAL GALA 850650 737902 112748 185428 850650 737902 112748 185428 185428 -72680 1 INTERNSHIP AND FELLOWSHIP PROGRAMS - INTERN PROGRAM STIPENDS AND LODGING 26 335416 PART I, LINE 2: CONGRESSIONAL HISPANIC LEADERSHIP INSTITUTE, INC. (CHLI) PROVIDES INTERNS SELECTED TO PARTICIPATE IN ITS INTERNSHIP PROGRAMS WITH PAID INTERNSHIPS. CHLI PROVIDES EACH INTERN/FELLOW WITH FLIGHTS TO DC AND BACK HOME, MONTHLY LIVING STIPEND, AND A MONTHLY METRO ALLOWANCE. X X 0 0 0 0 0 0 0 0 0 MARY ANN GOMEZ ORTA PRESIDENT AND CEO 142478 0 0 0 0 0 0 0 24492 0 166970 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE MEMBERS OF THE BOARD SHALL DESIGNATE THE FOLLOWING STANDING COMMITTEES FROM AMONG ITS MEMBERS: AN EXECUTIVE COMMITTEE, AN AUDIT COMMITTEE, A FINANCE AND FUNDRAISING COMMITTEE, AND A GOVERNANCE COMMITTEE. THE BOARD MAY ALSO DESIGNATE FROM AMONG ITS MEMBERS OTHER STANDING AND AD HOC COMMITTEES OF NO FEWER THAN THREE (3) MEMBERS, EACH OF WHICH SHALL HAVE THE AUTHORITY DELEGATED TO IT BY THE BYLAWS OR THE BOARD. FORM 990, PART VI, SECTION A, LINE 2 DANIEL DIAZ-BALART, BOARD DIRECTOR, AND CONGRESSMAN MARIO DIAZ-BALART, VICE-CHAIR, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 IN 2024, CHLI UPDATED ITS BYLAWS. THE ONLY SIGNIFICANT CHANGE WAS TO ADD A PARAGRAPH ABOUT THE REMOVAL OF A BOARD OF DIRECTOR WHO IS FOUND GUILTY OF A FELONY OR MISDEMEANOR BY ANY COURT OF LAW. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY MANAGEMENT BEFORE THE PRESIDENT AND CEO OF CONGRESSIONAL HISPANIC LEADERSHIP INSTITUTE, INC. APPROVES AND SIGNS THE 990 FOR FILING. AFTER SUBMITTING THE FORM 990, AN ELECTRONIC COPY IS PROVIDED TO ALL VOTING BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS MUST SIGN A BOARD MEMBER AGREEMENT WHICH PROVIDES THAT BOARD MEMBERS MUST MAINTAIN HIGH ETHICAL STANDARDS AND AVOID ACTUAL OR PERCEIVED CONFLICTS OF INTEREST. AS A MATTER OF POLICY, CONGRESSIONAL HISPANIC LEADERSHIP INSTITUTE, INC. DOES NOT ENGAGE IN TRANSACTIONS WITH BOARD MEMBERS, THEIR COMPANIES OR THEIR FAMILIES, WITH THE EXCEPTION THAT CONTRIBUTIONS MADE BY THOSE INDIVIDUALS OR ORGANIZATIONS ARE ACCEPTED. BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST KNOWN TO THEM. IF A POTENTIAL ARRANGEMENT WITH A BOARD MEMBER WAS CONSIDERED TO BE NECESSARY, MANAGEMENT WOULD PRESENT THE MATTER TO THE BOARD FOR ITS CONSIDERATION AND APPROVAL, IF GRANTED. THE BOARD MEMBER WITH THE CONFLICT WOULD NOT BE PERMITTED TO PARTICIPATE IN THE EVALUATION AND DECISION PROCESS. EMPLOYEES ARE ALSO COVERED BY A CONFLICT OF INTEREST POLICY CONTAINED IN THE EMPLOYEE HANDBOOK, WHICH REQUIRES THAT EMPLOYEES NOTIFY THE ORGANIZATION OF ANY POTENTIAL OR ACTUAL CONFLICTS AND THAT SUCH INDIVIDUAL WOULD NOT BE INVOLVED IN THE DECISION MAKING PROCESS. HOWEVER, AS A MATTER OF POLICY, CONGRESSIONAL HISPANIC LEADERSHIP INSTITUTE, INC. DOES NOT ENGAGE IN ANY TRANSACTION THAT WOULD RESULT IN A PERCEIVED OR ACTUAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT/CEO IS DETERMINED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS MADE AN INITIAL DETERMINATION OF THE SALARY LEVEL BASED ON MARKET VALUES FOR SIMILAR POSITIONS IN NONPROFITS AND THE BUDGETARY CONSTRAINTS OF A SMALL NONPROFIT ORGANIZATION. ANNUALLY, THE PERFORMANCE OF THE PRESIDENT/CEO IS EVALUATED AND A DECISION IS MADE BY THE BOARD TO AWARD A MERIT INCREASE AND/OR BONUS BASED ON PREVIOUSLY AGREED UPON OBJECTIVES FOR THE ORGANIZATION AND THE PRESIDENT/CEO. THESE INCREASES ARE ALSO EVALUATED TO ENSURE THAT THE OVERALL COMPENSATION PACKAGE OF THE PRESIDENT/CEO DOES NOT EXCEED THE MARKET BASED SALARY FOR THE POSITION. THE EVALUATION AND DETERMINATION OF THE AMOUNT OF ANY SALARY INCREASE OR RAISE IS MADE IN A BOARD EXECUTIVE SESSION AND AN OFFICER OF THE BOARD OF DIRECTORS PROVIDES WRITTEN NOTIFICATION TO CONGRESSIONAL HISPANIC LEADERSHIP INSTITUTE, INC. OF THE AMOUNT APPROVED. THE LAST TIME THE FULL BOARD MEMBERS REVIEWED THE PRESIDENT/CEO'S COMPENSATION WAS IN SEPTEMBER OF 2023. FORM 990, PART VI, SECTION C, LINE 19 CONGRESSIONAL HISPANIC LEADERSHIP INSTITUTE MAKES AVAILABLE, UPON WRITTEN OR IN PERSON REQUEST, ITS FEDERAL FORM 990 AND ALL OTHER DOCUMENTS REQUIRED BY CURRENT FEDERAL LAW AND/OR REGULATIONS TO BE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 204,683. MANAGEMENT AND GENERAL EXPENSES 52,101. FUNDRAISING EXPENSES 51,242. TOTAL EXPENSES 308,026. OTHER PROFESSIONAL FEES FOR SERVICE: PROGRAM SERVICE EXPENSES 12,559. MANAGEMENT AND GENERAL EXPENSES 2,224. FUNDRAISING EXPENSES 4,806. TOTAL EXPENSES 19,589. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS AUDIT OVERSIGHT PROCESS OR PROCESS OF SELECTION OF AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR.