Civic Intelligence

Lulac Institute Inc.

990 • Fiscal year 2017 • EIN 52-2072106

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization ProfileN/A
1133 19TH ST NW Suite STE 1000Washington, DC 20036

(202) 833-6130

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.12x

Higher debt load relative to assets than 54% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

49th percentile

0.09x

Higher debt load relative to revenue than 49% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

26th percentile

-5.5%

Higher net margin than 26% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

69th percentile

$99,525

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

11th percentile

-11%

Faster asset growth than 11% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

59th percentile

8.8%

Faster revenue growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$3,644,263

Down $447,850 (-11%) from 2016

Net Assets

Down

$3,205,564

Down $262,492 (-7.6%) from 2016

Liabilities

Down

$438,699

Down $185,358 (-30%) from 2016

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin26th percentile

Revenue

Up

$4,775,075

Up $388,057 (+8.8%) from 2016

Expenses

Down

$5,038,852

Down $771,460 (-13%) from 2016

Net Income

Up

-$263,777

Up $1,159,517 (+81%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,655,909Liabilities 2011: $177,456Net Assets 2011: $2,478,4532011Assets 2012: $3,077,055Liabilities 2012: $295,080Net Assets 2012: $2,781,9752012Assets 2013: $2,233,247Liabilities 2013: $282,113Net Assets 2013: $1,951,1342013Assets 2014: $2,113,120Liabilities 2014: $151,269Net Assets 2014: $1,961,8512014Assets 2015: $2,419,592Liabilities 2015: $82,033Net Assets 2015: $2,337,5592015Assets 2016: $4,092,113Liabilities 2016: $624,057Net Assets 2016: $3,468,0562016Assets 2017: $3,644,263Liabilities 2017: $438,699Net Assets 2017: $3,205,5642017Assets 2018: $3,153,231Liabilities 2018: $402,981Net Assets 2018: $2,750,2502018Assets 2019: $2,822,677Liabilities 2019: $233,181Net Assets 2019: $2,589,4962019Assets 2020: $4,965,189Liabilities 2020: $252,900Net Assets 2020: $4,712,2892020Assets 2021: $6,596,783Liabilities 2021: $289,344Net Assets 2021: $6,307,4392021Assets 2022: $5,849,441Liabilities 2022: $335,733Net Assets 2022: $5,513,7082022Assets 2023: $4,350,539Liabilities 2023: $975,244Net Assets 2023: $3,375,2952023Assets 2024: $2,701,466Liabilities 2024: $1,230,996Net Assets 2024: $1,470,4702024

Highlighted filing

2017

Assets$3,644,263
Liabilities$438,699
Net Assets$3,205,564
Open 2017 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $4,565,888Expenses 2011: $4,117,363Net Income 2011: $448,5252011Expenses 2012: $8,258,8932012Revenue 2013: $7,270,548Expenses 2013: $8,101,389Net Income 2013: -$830,8412013Revenue 2014: $4,519,084Expenses 2014: $4,508,367Net Income 2014: $10,7172014Revenue 2015: $4,639,866Expenses 2015: $4,257,007Net Income 2015: $382,8592015Revenue 2016: $4,387,018Expenses 2016: $5,810,312Net Income 2016: -$1,423,2942016Revenue 2017: $4,775,075Expenses 2017: $5,038,852Net Income 2017: -$263,7772017Revenue 2018: $3,486,153Expenses 2018: $3,942,226Net Income 2018: -$456,0732018Revenue 2019: $3,941,323Expenses 2019: $4,104,182Net Income 2019: -$162,8592019Revenue 2020: $5,602,279Expenses 2020: $3,481,635Net Income 2020: $2,120,6442020Revenue 2021: $5,401,271Expenses 2021: $3,805,645Net Income 2021: $1,595,6262021Revenue 2022: $5,877,281Expenses 2022: $6,650,925Net Income 2022: -$773,6442022Revenue 2023: $2,763,865Expenses 2023: $4,918,390Net Income 2023: -$2,154,5252023Revenue 2024: $2,812,071Expenses 2024: $4,723,526Net Income 2024: -$1,911,4552024

Highlighted filing

2017

Revenue$4,775,075
Expenses$5,038,852
Net Income-$263,777
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Gross Receipts
$4,775,075
Mission and Program Overview

Mission

Lulac institute, inc. Was created to forge an economic alliance with corporate america. The organization channels private and foundation resources and programs on the national, state, and local level.

The organization was created to further lulac national operations through educational conferences, disaster relief, civil rights collaboration, women's rights, and other issues.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,586,498$2,181,800▼ $404,698
Cash and Non-Interest-Bearing Accounts$460,181$778,700▲ $318,519
Accounts Receivable$972,271$623,916▼ $348,355
Savings and Temporary Cash Investments$3,672$4,541▲ $869
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$4,092,113$3,644,263▼ $447,850
Other Assets Total$69,491$55,306▼ $14,185
Liabilities
Deferred Revenue$500,000$200,000▼ $300,000
Accounts Payable and Accrued Expenses$124,057$145,512▲ $21,455
Mortgage Notes Payable Secured by Investment Property$0$93,187▲ $93,187
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$624,057$438,699▼ $185,358
Net Assets / Fund Balance
Unrestricted Net Assets$2,620,553$1,993,340▼ $627,213
Temporarily Rstr Net Assets$847,503$1,212,224▲ $364,721
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$3,468,056$3,205,564▼ $262,492
Total Liabilities and Net Assets / Fund Balance$4,092,113$3,644,263▼ $447,850

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,948,839$569,661$2,518,500
Equipment$93,725$161,405$255,130
Buildings$139,236$6,764$146,000
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lisa SmithFiscal OfficerPT$99,525$99,525
Brent a WilkesExecutive DirectorPT$97,140$97,140

Board Members and Trustees

NameTitle
Roger C Rocha JrChair
Margaret MoranVice-chair
Alma Guajardo-crossleyDirector
Dr Lydia E MedranoDirector
Gabriel RosalesDirector
Jackie PuenteDirector
Joe Enriquez HenryDirector
Juan LopezDirector
Nora VenegasDirector
David Villa HernandezSecretary
Patricia Roybal CaballeroTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$2,483,919
Program Service Revenue
$2,142,381
Investment Income
$3,445
Other Revenue
$145,330
All Other Contributions
$2,379,533
Change in Net Assets
$-263,777

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,775,075
Revenue Not Reported on Form 990
$607,645
Total Revenue per Audited Statements
$5,382,720
Total Revenue per Form 990
$4,775,075
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,237,448
Salaries, Compensation, and Employee Benefits$1,801,404
Total Fundraising Expense$200,408
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,051,480$238,330$145,910$1,435,720
Conferences and Meetings$621,064$0$2,371$623,435
Fees for Services Other$489,179$96,151$6,806$592,136
Depreciation Depletion$359,786$61,397$0$421,183
Travel$346,156$58,061$11,637$415,854
Office Expenses$208,522$10,118$5,692$224,332
Occupancy$34,683$175,529$564$210,776
Current Officers, Directors, Trustees, and Key Employees$144,032$32,646$19,987$196,665
Other Employee Benefits$117,090$46,383$5,546$169,019
Fees for Services Accounting$36,506$7,175$508$44,189
Fees for Services Legal$29,015$5,703$404$35,122
Insurance$7,664$22,392$404$30,460
Advertising$2,842$445$0$3,287
Other Expenses$320$0$0$320
Total Functional Expenses$4,012,501$825,943$200,408$5,038,852

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,645,212
Expenses per Audited Statements$5,038,852
Total Expenses per Form 990$5,038,852
Expenses Not Reported on Form 990$606,360
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section B Policies - 11A Review of Form 990

“The form 990 is presented by the auditor to the board of directors where it is reviewed and approved.”

Part VI, Section B Policies - 12C Written Conflict of Interest Policy

“The board of directors are required to sign a conflict of interest statement which requires disclosure and notification of any potential conflicts. The statements are reviewed annually.”

Part VI, Section B, Policies - 15A and 15B Compensation

“Annual performance reviews based on market rate for the region and regional salaries for comparable organizations are conducted by the board of directors of the executive director. The executive director performs annual reviews of all other staff personnel with assistance of the appropriate committee, if applicable.”

Part VI, Section C, Line 19

“Governing documents, policies, and procedures and access to financial information is available to the public through verbal or written request of the national fiscal officer.”

Filing and Contact Details

Filer

Filer Name
Lulac Institute Inc
EIN
52-2072106
In Care Of
% BRENT A WILKES
Phone
2028336130
Address
1133 19TH ST NW Suite STE 1000, WASHINGTON, DC 20036

Signing Officer

Name
Roger C Rocha Jr
Title
Chair
Phone
2028336130
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger C Rocha Jr
Formed
1997
Legal Domicile
Dc
Voting Board Members
11
Independent Board Members
11
Employees
37

Preparer

Firm
Pena Briones Mcdaniel & Co Pc
Address
4171 N MESA SUITE B-100, EL PASO, TX 79902-1498
Preparer
Rene D Pena CPA
Phone
9155421733
Supplemental Narrative

Additional Explanations

Form 990 Part IX Line 11G

“Description:professional fees and consulta total fees:592136”

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IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
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IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05546
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0117090
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IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2EQUIPMENT RENTAL & MAINTENANCE
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IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
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IRS990/ProgramServiceRevenueGrp/Desc1CONFERENCE AND PROGRAMS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1125020
IRS990/ProgSrvcAccomActy2Grp/Desc0LULAC FEDERAL TRAINING INSTITUTE: THE ORGANIZATION, IN CONJUCTION WITH ITS CORPORATE PARTNERS, ESTABLISHED THIS ENTITY IN ORDER TO DEVELOP AWARENESS AND CONSEQUENCES OF HOME OWNERSHIP, HEALTH ISSUES, CIVIL RIGHTS PROJECTS, EDUCATION, AS WELL AS OTHER INITIATIVES OF IMPORTANCE AND CONCERN TO THE HISPANIC COMMUNITY.
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,644,263
Liabilities
$438,699
Net assets
$3,205,564
Revenue
$4,775,075
Expenses
$5,038,852
Net income
-$263,777
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.70$1.23$1.47$2.81$4.72$1.91
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.35$0.98$3.38$2.76$4.92$2.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.85$0.34$5.51$5.88$6.65$0.77
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.60$0.29$6.31$5.40$3.81$1.60
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.97$0.25$4.71$5.60$3.48$2.12
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.82$0.23$2.59$3.94$4.10$0.16
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.40$2.75$3.49$3.94$0.46
2017Detailed filing. Detailed filing data is available for this year.$3.64$0.44$3.21$4.78$5.04$0.26
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.09$0.62$3.47$4.39$5.81$1.42
2015Detailed filing. Detailed filing data is available for this year.$2.42$0.08$2.34$4.64$4.26$0.38
2014Detailed filing. Detailed filing data is available for this year.$2.11$0.15$1.96$4.52$4.51$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.23$0.28$1.95$7.27$8.10$0.83
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$0.30$2.78$8.26
2011Summary only. Only limited summary data is available for this year.$2.66$0.18$2.48$4.57$4.12$0.45