2025-11-14T17:56:49-06:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2024-01-01 461211285 LATINO U COLLEGE ACCESS INC LATI 9148280397 75 VIRGINIA ROAD 2ND FLOOR WHITE PLAINS NY 10603 LISA BELL TREASURER 9148280397 2025-11-14 1 1 JOSEPH CONNOLLY P01959750 9143818900 2025-11-12 2024 2025-03-06 01:10:19Z LISA BELL 75 VIRGINIA ROAD 2ND FLOOR WHITE PLAINS NY 10603 1393361 0 X WWW.LATINOU.ORG X 2012 NY LATINO U COLLEGE ACCESS (LUCA) IGNITES THE REMARKABLE POTENTIAL OF LATINO AND ALL FIRST-GENERATION STUDENTS BY MENTORING HIGH-ACHIEVING SCHOLARS TO AND THROUGH COLLEGETRANSFORMING THEIR LIVES, FAMILIES, AND STRENGTHENING COMMUNITIES THROUGH HIGHER EDUCATION. 16 15 22 150 0 0 1672216 1313855 22250 40000 11570 16361 -83763 -73051 1622273 1297165 18498 14500 0 0 936846 870417 0 46800 254391 362394 501268 1317738 1432985 304535 -135820 1557587 1371951 87918 58102 1469669 1313849 X LUCA'S MISSION IS TO INCREASE COLLEGE ENROLLMENT AND COMPLETION AMONG LOW-INCOME, FIRST-GENERATION STUDENTS. THROUGH OUR COMPREHENSIVE SIX-YEAR PROGRAM, WE PROVIDE INDIVIDUALIZED GUIDANCE AND CULTURALLY RELEVANT, BILINGUAL SUPPORT FROM COLLEGE ADMISSIONS THROUGH GRADUATION. OUR PROGRAM PILLARS OF SUPPORT ASSIST STUDENTS FROM THE JUNIOR YEAR OF HIGH SCHOOL THROUGH COLLEGE GRADUATION, ENSURING THEY NOT ONLY GET INTO COLLEGE BUT ALSO GRADUATE READY TO ENTER THEIR CHOSEN CAREERS SO THAT SCHOLARS CAN FULFILL THEIR ACADEMIC, PROFESSIONAL, AND LIFE POTENTIAL. 0 0 380895 14500 40000 LUCA SCHOLARS / COLLEGE ACCESSTHE LUCA SCHOLARS COLLEGE ACCESS PROGRAM EMPOWERS HIGH-ACHIEVING, FIRST-GENERATION STUDENTS TO ACCESS HIGHER EDUCATION BY MATCHING THEM WITH TRAINED VOLUNTEER COLLEGE COACHES WHO GUIDE THEM THROUGH EVERY STEP OF THE ADMISSIONS AND FINANCIAL AID PROCESS. BEGINNING IN JUNIOR YEAR, SCHOLARS FROM EIGHT PARTNER HIGH SCHOOLS RECEIVE ONE-ON-ONE MENTORSHIP, COLLEGE APPLICATION ASSISTANCE, ESSAY WRITING SUPPORT, SAT PREP, AND FINANCIAL AID COMPLETION TO IDENTIFY INSTITUTIONS THAT BEST FIT THEIR ACADEMIC GOALS AND FAMILY FINANCIAL NEEDS.IN FY2024, LUCA SERVED 100 SCHOLARS AND THEIR FAMILIES, PROVIDING FAFSA COMPLETION SUPPORT, APPLICATION COACHING, AND PERSONALIZED COLLEGE MATCHING. AS A RESULT, 100% OF LUCA SCHOLARS GRADUATED FROM HIGH SCHOOL AND ENROLLED IN COLLEGE, MOST WITH SIGNIFICANT FINANCIAL AID AWARDS, MINIMAL DEBT, AND OUT-OF-POCKET COSTS TO FAMILIES. 315864 0 0 LUCA SCHOLARS / COLLEGE SUCCESS THE LUCA SCHOLARS COLLEGE SUCCESS PROGRAM ENSURES THAT SCHOLARS NOT ONLY ENROLL IN COLLEGE BUT PERSIST, GRADUATE, AND LAUNCH MEANINGFUL CAREERS. ONCE ENROLLED, STUDENTS RECEIVE INDIVIDUALIZED COACHING, PEER MENTORING, AND ONGOING SUPPORT TO NAVIGATE ACADEMIC, FINANCIAL, AND SOCIAL TRANSITIONS DURING THEIR FIRST TWO YEARS. PARENTS ARE ENGAGED THROUGH BILINGUAL "FIRST GEN PADRES" WORKSHOPS THAT HELP FAMILIES UNDERSTAND HOW TO SUPPORT THEIR STUDENTS' SUCCESS IN COLLEGE.LUCA'S HOLISTIC, CULTURALLY RESPONSIVE MODEL HAS PRODUCED EXCEPTIONAL OUTCOMES: OVER 90% OF LUCA SCHOLARS HAVE GRADUATED OR REMAIN ON TRACK TO GRADUATE WITHIN SIX YEARS, COMPARED TO A NATIONAL AVERAGE OF LESS THAN 50% FOR FIRST-GENERATION STUDENTS. NEARLY HALF ATTEND "MOST SELECTIVE OR "VERY SELECTIVE" FOUR-YEAR INSTITUTIONS 232254 0 0 LUCA SCHOLARS / CAREER READINESS THE LUCA SCHOLARS CAREER READINESS & INTERNSHIP PROGRAM PREPARES COLLEGE JUNIORS AND SENIORS TO ENTER THE WORKFORCE WITH CONFIDENCE AND PURPOSE. THROUGH PROFESSIONAL DEVELOPMENT WORKSHOPS, MENTORING, AND PARTNERSHIPS WITH CORPORATE VOLUNTEERS, SCHOLARS BUILD THE SKILLS AND NETWORKS NECESSARY FOR EARLY CAREER SUCCESS. SIGNATURE EVENTS SUCH AS "CAREER EXPLORATION DAYS," INTERNSHIP PLACEMENTS, AND "CAREER WORKSHOPS" CONNECT SCHOLARS DIRECTLY WITH EMPLOYERS IN INDUSTRIES INCLUDING STEM, BUSINESS, AND PUBLIC SERVICE.COMMUNITY INFORMATION SESSIONS AND FAFSA BOOTCAMPS LUCA EXTENDS ITS IMPACT BEYOND ENROLLED SCHOLARS BY SERVING THE BROADER WESTCHESTER COUNTY COMMUNITY THROUGH CULTURALLY RELEVANT, BILINGUAL EDUCATION WORKSHOPS AND OUTREACH. PROGRAMS SUCH AS "PATHWAYS TO COLLEGE," "APPLYING TO COLLEGE", "PAYING FOR COLLEGE, AND FAFSA BOOTCAMPS EQUIP FAMILIES WITH THE KNOWLEDGE AND TOOLS TO BEGIN THE COLLEGE JOURNEY.SINCE ITS FOUNDING, LUCA HAS REACHED MORE THAN 9,121 STUDENTS AND PARENTS ACROSS EIGHT WESTCHESTER COUNTY SCHOOL DISTRICTS, HELPING FAMILIES GAIN CRITICAL ACCESS TO HIGHER EDUCATION RESOURCES AND SUPPORT. 929013 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 13 0 22 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 15 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X LISA BELL 9148280397 75 VIRGINIA ROAD 2ND FLOOR WHITE PLAINS NY 10603 CHRISTINE LOUVET CHAIRPERSON 3.00 X X 0 0 0 TAMARA VASQUEZ VICE CHAIRPERSON 1.50 X X 0 0 0 SHAWN EDWARDS SECRETARY 1.50 X X 0 0 0 LISA M BELL TREASURER 2.00 X X 0 0 0 PATRICIA BOGOYA-BRAVO DIRECTOR 0.50 X 0 0 0 MARK ELLMAN DIRECTOR 1.00 X 0 0 0 MIGUEL M MENDEZ DIRECTOR 0.50 X 0 0 0 RAFAEL PEREZ DIRECTOR 1.00 X 0 0 0 ALDO POLAK DIRECTOR 0.50 X 0 0 0 RAFAEL PALOMINO DIRECTOR 1.00 X 0 0 0 CLARA ROMAN DIRECTOR 1.50 X 0 0 0 JONATHAN SCHWARTZ DIRECTOR 1.00 X 0 0 0 MATTHEW J SEARLES DIRECTOR THRU 7/20/2024 0.50 X 0 0 0 SCOTT SILVERSTEIN DIRECTOR 0.50 X 0 0 0 RODRIGO TRELLES ZABALA DIRECTOR 0.50 X 0 0 0 DALIA HERNANDEZ VALDES DIRECTOR 1.00 X 0 0 0 SHIRLEY A BUONTEMPO FOUNDER AND EXECUTIVE DIRECTOR 40.00 X X 150000 0 6000 150000 0 6000 1 0 1 0 0 431575 667409 214871 51148 1313855 PROGRAM FEES 611710 40000 40000 40000 16361 16361 20516 431575 96196 -75680 -75680 2420 0 2420 2420 MISCELLANEOUS INCOME 900099 209 209 209 1297165 40000 0 -56690 14500 14500 156000 46800 39000 70200 638813 472269 56847 109697 5654 5654 10361 6982 1134 2245 59589 39077 7126 13386 80245 80245 46800 46800 43313 43313 1704 1704 121807 111208 10599 24979 18734 2498 3747 56763 49383 3690 3690 15141 12827 2314 4056 3042 406 608 18891 14168 4723 DIRECT PROGRAM EXPENSES 123420 123420 MEALS 10949 10949 1432985 929013 249581 254391 592883 614296 286678 172343 635512 516188 0 30000 11519 16220 22338 16905 9490 5433 21505 17471 1557587 1371951 67213 26431 0 15000 20705 16671 87918 58102 X 1390622 1282537 79047 31312 1469669 1313849 1557587 1371951 X -135820 -20000 X X 0 1 X 1 0 X 844594 1266150 1295517 1672216 1316275 6394752 844594 1266150 1295517 1672216 1316275 6394752 573090 5821662 349 518 887 11570 16361 29685 8 209 217 6424654 188709 0.90610 0.92720 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 8. 2024 AMOUNT: $ 209. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15103 9670 5433 7235 7235 0 5433 LT LEASE LIABILITY - OPERATING 16671 16671 X 1420198 123033 123033 1297165 0 1297165 1576018 123033 20000 143033 1432985 0 1432985 PART X, LINE 2: LUCA RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT LUCA HAD NO UNCERTAIN TAX POSITIONS THAT THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. LUCA IS NO LONGER SUBJECT TO EXAMINATIONS BY APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2021. PART XII, LINE 2D - OTHER ADJUSTMENTS: WRITE-OFF OF UNCOLLECTIBLE PLEDGES REPORTED ON PART XI, LINE 9: 20,000. X X X 1 CIMI CONSULTING LLC 37 BOULDER RIDGE ROAD SCARSDALE NY 10583 FUNDRAISING 0 0 46800 -46800 46800 -46800 VISIONES 452091 431575 20516 21653 18010 56533 452091 431575 20516 21653 18010 56533 96196 -75680 SCHEDULE G, PART I, LINE 2B, COLUMN (V) LATINO U COLLEGE ACCESS SHALL PAY THE CONSULTANT THE AGREED-UPON MONTHLY FEE. THE CONSULTANT SHALL SUBMIT MONTHLY, ON THE COMPANY'S STANDARD FORM, A LISTING OF HIS/HER HOURS, DELIVERABLES, AND A SUMMAIY OF HIS/HER ACTIVITIES. THE CONSULTING FEE SHALL BE PAID WITHIN FIFTEEN (15) DAYS OF THE COMPANY'S RECEIPT OF THE FORM AND INVOICE. 1 SCHOLARSHIPS 9 14500 PART I, LINE 2: LUCA AWARDS FIRST EN FAMILIA SCHOLARSHIPS ANNUALLY RANGING FROM $500 TO $2,500 PER STUDENT. IN 2024, WE AWARDED 9 SCHOLARSHIPS FOR A GRAND TOTAL OF $14,500. SCHOLARS WHO DEMONSTRATE A GAP IN THEIR FINANCIAL AID PACKAGE (COST OF ATTENDANCE EXCEEDS FINANCIAL AID AWARD) ARE ELIGIBLE TO APPLY. SCHOLARS SUBMIT A SMALL APPLICATION THAT IS REVIEWED BY A COMMITTEE OF LUCA STAFF. SCHOLARSHIP AMOUNTS ARE DETERMINED BASED ON PROGRAM ENGAGEMENT, SIZE OF FINANCIAL GAP, AND ACADEMIC INTEREST. THE SIZE OF THE SCHOLAR'S GAP IS VALIDATED BY RECEIVING A COPY OF THE FINANCIAL AID AWARD LETTER FROM THEIR COLLEGE OF MATRICULATION. THE CHECKS ARE MADE OUT TO THE SCHOLARS, GIVEN OUT AT GRADUATION CELEBRATION IN JUNE, AND FUNDS CAN BE UTILIZED TO COVER INDIRECT COSTS SCHOLARS HAVE, INCLUDING BUT NOT LIMITED TO BOOKS, TRANSPORTATION, AND OTHER PERSONAL EXPENSES. X X X 0 0 0 0 0 0 0 0 0 SHIRLEY A BUONTEMPO FOUNDER AND EXECUTIVE DIRECTOR 150000 0 0 0 0 0 6000 0 0 0 156000 0 0 0 X DONATED AUCTION ITEMS 34 51148 COST 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN COLUMN (B). FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED FOR THE FOLLOWING CHANGES: 1. UPDATE IN BOARD TERM AND RENEWALS TO 3 YEARS TERMS THAT CAN BE RENEWED 4 TIMES, A BOARD MEMBER CAN SERVE A MAXIMUM OF 12 YEARS. 2. NUMBER OF DIRECTOR'S CONSTITUTING THE BOARD INCREASED TO A MAXIMUM OF 18. 3. ANNUAL MEETING OF BOARD WILL BE HELD IN THE 4TH QUARTER OF EACH CALENDAR YEAR, TO ELECT/REELECT OFFICER AND ELECT/RE AFFIRM COMMITTEE MEMBERS. 4. ESTABLISHMENT OF SPECIAL COMMITTEES BY RESOLUTION OF A MAJORITY BOARD QUORUM. FORM 990, PART VI, SECTION B, LINE 11B LATINO U COLLEGE ACCESS (LUCA) ENGAGES AN INDEPENDENT ACCOUNTING FIRM TO PREPARE ITS ANNUAL IRS FORM 990. ONCE THE DRAFT RETURN IS COMPLETED, IT IS REVIEWED IN DETAIL BY LUCA'S BOARD TREASURER AND FINANCE COMMITTEE TO ENSURE ACCURACY, COMPLETENESS, AND ALIGNMENT WITH THE ORGANIZATION'S FINANCIAL STATEMENTS AND POLICIES. AFTER THE COMMITTEE'S REVIEW, THE FORM 990 IS SHARED ELECTRONICALLY WITH ALL MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND FEEDBACK BEFORE SUBMISSION. BOARD MEMBERS ARE ENCOURAGED TO SUBMIT ANY QUESTIONS, COMMENTS, OR SUGGESTED REVISIONS TO THE TREASURER OR EXECUTIVE DIRECTOR TO ENSURE THE ORGANIZATION'S CONTINUED COMMITMENT TO ACCOUNTABILITY, TRANSPARENCY, AND SOUND FINANCIAL STEWARDSHIP. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO THE BOARD MEMBERS AND EMPLOYEES. EACH COVERED PERSON SHALL BE REQUIRED TO ACKNOWLEDGE THAT HE OR SHE HAS READ AND IS IN COMPLIANCE WITH THIS POLICY ANNUALLY. WHEN A COVERED PERSON BECOMES AWARE OF A PROPOSED COVERED TRANSACTION, HE OR SHE HAS A DUTY TO DISCLOSE THE TRANSACTION IN WRITING TO THE BOARD. HE OR SHE MUST REFRAIN FROM USING THEIR PERSONAL INFLUENCE TO ENCOURAGE THE CONDUCT OF THE COVERED TRANSACTION. HE OR SHE MUST PHYSICALLY EXCUSE THEMSELVES FROM ANY DISCUSSIONS REGARDING THE COVERED TRANSACTION EXCEPT TO ANSWER QUESTIONS, INCLUDING BOARD DISCUSSION AND DECISION ON THE SUBJECT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS AND CEO ANNUALLY REVIEW LUCA'S COMPENSATION POLICY AND SALARY LEVELS FOR SENIOR AND PROGRAM MANAGEMENT TEAMS. THE REVIEW INCLUDES AN ASSESSMENT OF COMPENSATION RANGES FOR COMPARABLE POSITIONS WITHIN ORGANIZATIONS OF COMPARABLE SIZE FOR CEO, DEPUTY DIRECTOR, AND PROGRAM MANAGERS. THESE REVIEWS ARE CONDUCTED TO ASSESS LUCA'S HISTORICAL SALARY RANGES AND ESTABLISH COMPETITIVE LEVELS THAT WILL AID IN THE RECRUITMENT AND RETENTION OF KEY PERSONNEL WHILE STRENGTHENING THE INFRASTRUCTURE OF THE ORGANIZATION. COMPARABLE ORGANIZATION DATA IS OBTAINED FROM THE NON PROFIT NEW YORK'S 2024 SALARY SURVEY AND THE PROFESSIONALS FOR NONPROFITS STAFFING GROUP'S 2024 NONPROFIT SALARIES & TRENDS FOR GREATER NEW YORK CITY. THE REVIEW IS DOCUMENTED IN THE BOARD MINUNTES. FORM 990, PART VI, SECTION C, LINE 19 LATINO U COLLEGE ACCESS (LUCA) IS COMMITTED TO TRANSPARENCY AND ACCOUNTABILITY IN ALL ASPECTS OF ITS OPERATIONS. IN ACCORDANCE WITH IRS REGULATIONS, LUCA'S MOST RECENT IRS FORM 990, ALONG WITH ITS TAX-EXEMPT DETERMINATION LETTER AND GOVERNING DOCUMENTS/BYLAWS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS, ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THESE MATERIALS MAY BE REVIEWED AT LUCA'S ADMINISTRATIVE OFFICE DURING REGULAR BUSINESS HOURS OR ACCESSED ELECTRONICALLY BY CONTACTING THE ORGANIZATION VIA EMAIL OR THROUGH ITS WEBSITE AT WWW.LUCANY.ORG. LUCA ALSO ENSURES THAT ITS FORM 990 IS AVAILABLE TO THE PUBLIC ON GUIDESTAR AND OTHER NONPROFIT INFORMATION PLATFORMS. FORM 990, PART XI, LINE 9: WRITE-OFF OF UNCOLLECTIBLE PLEDGES -20,000. PART XII, LINE 2C: THE FINANCE COMMITTEE UNDERTOOK THE SEARCH, DUE DILIGENCE AND FINAL SELECTION OF THE INDEPENDENT ACCOUNTING FIRM AND DOCUMENTED THAT DUE DILIGENCE. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEARS. FORM 990, PART IX, LINE 5: COMPENSATION PAID TO KEY EMPLOYEES REPRESENTS PAYMENTS FOR SERVICES AND IS COMMENSURATE WITH THE JOB RESPONSIBILITY AND MARKET WAGES FOR SIMILAR NON-PROFIT POSITIONS.