2025-11-17T11:40:18-06:00 2024-12-31 271375413 BWK Rogers PC 431 South 7th Street Suite 2424 Minneapolis MN 55415 990 2024-01-01 542036215 New America Alliance Inc NEWA 9162046346 132 E 43rd Street 423 New York NY 10017 Gabriel Rodriguez Treasurer 9162046346 2025-11-17 1 1 P02464922 6123325446 2025-11-17 2024 2025-03-06 01:10:19Z Gabriel Rodriguez 132 E 43rd Street 423 New York NY 10017 1198378 0 X naaonline.org X 2001 TX New America Alliance is a 501(c)(6) organization of American Latino business leaders united to promote the economic advacement of the American Latino community, with a focus on economic and political empowerment, and public advocacy to improve the quality of life in the United States. 17 17 2 17 0 0 258411 550555 428325 647713 0 10 0 100 686736 1198378 0 0 0 0 398859 446640 0 0 0 312121 799599 710980 1246239 -24244 -47861 875801 863105 366240 76499 509561 786606 X New America Alliance is a 501(c)(6) organization of Amiercan Latino business leaders united to promote the economic advancement of the American Latino community, with a focus on economic and political empowerment, and public advocacy to improve the quality of life in the United States. 0 0 This year, we transformed how institutional investors connect by launching innovative virtual CIO and asset class events, which brought West Coast public pension plans together with our members. These sessions fostered meaningful dialogue, opened new doors of opportunity, and set the stage for even greater achievements ahead. We also introduced the New America Alliance Quarterly Webinar Series, titled The Playbook. This dynamic platform brought together industry leaders, fund managers, and service providers to explore the nuanced aspects of successfully raising a fund and scaling a firm. Each session offered engaging discussions, practical insights, and comprehensive analyses from seasoned professionals on the strategies, challenges, and best practices of the fund management ecosystem.International Mexico City Symposium: A gathering of 450 distinguished allocators, asset managers, and civi leaders from across the Americas. This landmark event brought together U.S. public pension plans, Mexican AFORES (Administradoras de Fondos para el Retiro), Latin American AFPs (Administradoras de Fondos de Pensiones), family offices, and premier investment professionals in an unprecedented collaboration. 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 5 0 1 2 1 0 0 0 0 1 1 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 CA NY TX X The Organization 9162046346 132 E 43rd Street Suite 423 New York NY 10017 Jerry Arzu Board Member 5.00 0.00 X 0 0 0 Robert Azeke Board Member 5.00 0.00 X 0 0 0 Milton Berlinksi Board Member 5.00 0.00 X 0 0 0 Fernando Guerrero Board Member 5.00 0.00 X 0 0 0 Sang Gupta Board Member 5.00 0.00 X 0 0 0 Andre Rice Board Member 5.00 0.00 X 0 0 0 Jasmine Richards Board Member 5.00 0.00 X 0 0 0 Amira Strasser Board Member 5.00 0.00 X 0 0 0 Leon Brujis NAA Inc Chair of the Board 5.00 0.00 X X 0 0 0 Gabriel J Rodriguez Treasurer 5.00 0.00 X X 0 0 0 Jessie Gabriel Co-Vice Chair of Membership 5.00 0.00 X X 0 0 0 Danielle Beyer Co-Vice Chair of Governance 5.00 0.00 X X 0 0 0 Maria Jelescu Dreyfus Co-Vice Chair of Governance 5.00 0.00 X X 0 0 0 Avinash Amin Co-Vice Chair of Programs 5.00 0.00 X X 0 0 0 Manuel Gonzalez Mestre Co-Vice Chair of Advocacy 5.00 0.00 X X 0 0 0 Dolores M Munoz NAA Institute Chair of the Board 5.00 0.00 X X 0 0 0 Lina Igarashi General Counsel 5.00 0.00 X X 0 0 0 Anyori Hernandez Chief Executive Officer 40.00 0.00 X 313333 0 14583 313333 0 14583 1 0 1 0 0 550555 550555 Membership Dues 813410 583033 583033 Registration Fees 813410 64680 64680 647713 10 10 100 100 100 1198378 647713 0 110 327916 81565 37159 18409 29653 79683 1354 2099 63 1375 4305 16222 Event Expenses 393046 Bad Debt 227917 Subscriptions and Publi 15413 Bank Service Charges 6300 3760 1246239 257282 668795 608445 190000 100 9974 3044 0 1266 875801 863105 29741 50499 325000 25000 11499 1000 366240 76499 X 335843 696606 173718 90000 509561 786606 875801 863105 -47861 324906 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 Lease Liability 434 Due to Employee 566 1000 X 1198378 0 1198378 0 1198378 1246239 0 1246239 0 1246239 Part X, Line 2: The Organization's activities are generally exempt from federal and state income taxes under Section 501(c)(6) of the Internal Revenue Code. Since the Organization is exempt from federal and state income tax liability, no provision is made for current or deferred income tax expense. The Organization is not a private foundation. Management has determined that the Organization is not subject to unrelated business income tax. Management is not aware of any transactions that would impact the Organization's tax-exempt status. The Organization follows the guidance of the Accounting Standard Codification (ASC) 740, Accounting for Income Taxes, related to uncertainties in income taxes, which prescribes a threshold of more likely than not for recognition and derecognition of positions taken or expected to be taken in a tax return. For the year ended December 31, 2024 and 2023, management of the Organization is not aware of any material uncertain tax positions. All tax-exempt entities are subject to review and audit by federal, state and other applicable agencies. Such agencies may review the taxability of unrelated business income, or the qualification of the tax-exempt entity under the Internal Revenue Code and applicable state statutes. For federal tax purposes, the tax returns remain open for possible examination for a period of three years after the respective filing deadlines of those returns. 0 0 0 Anyori Hernandez Chief Executive Officer 313333 0 0 0 0 0 14583 0 0 0 327916 0 0 0 Form 990, Part VI, Section A, line 6 The Organization has due-paying members. Form 990, Part VI, Section A, line 7a The members are entitled to elect board members. Form 990, Part VI, Section A, line 7b The members approve changes to bylaws and other governing documents. Form 990, Part VI, Section B, line 11b Preparer reviews the return with the CFO and CEO, and then it is reviewed by the Finance Commitee of the Board of Directors, who authorizes the Treasurer to sign the Form 990. Then a copy of the form 990 is sent to each board member. Form 990, Part VI, Section B, line 12c The Finance Committee regularly requests the Board members to review the conflict of interest policy and to disclose any possible conflicts. Any self-disclosures are submitted to the Finance Committee for review, after which it is forwarded, with any responses to those disclosures, to management for filing with other records of the Organization. Form 990, Part VI, Section B, line 15a All discussions with regard to the CEO's compensation take place at the Executive Committee and are contemporaneously documented in the board minutes. The CEO is allowed to participate in the discussion but is not allowed to vote on any decisions. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. New America Alliance Institute 132 East 43rd Street Suite 423 New York NY 10017 541072411 Developing Leaders TX 501(C)(3) Line 7 New America Alliance Inc 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 1 0