Civic Intelligence

Unidos Investment Fund Inc

EIN 52-2268398 • 501(c)3 • Washington, DC

Profile

Nonprofit organization established to support the charitable initiatives of unidosus.

1126 16th Street NWWashington, DC 20036

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.82x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

22.68x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

1st percentile

-676%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

90th percentile

$737,689

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 42.9% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

10th percentile

-8.0%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-72%

Faster revenue growth than 2% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Down

$47,604,075

Down $4,147,558 (-8.0%) from 2023

Liabilities

Up

$39,017,823

Up $31,902 (+0.1%) from 2023

Net Assets

Down

$8,586,252

Down $4,179,460 (-33%) from 2023

Revenue

Down

$1,720,083

Down $4,443,752 (-72%) from 2023

Expenses

Up

$13,345,528

Up $13,078,154 (+4891%) from 2023

Net Income

Down

-$11,625,445

Down $17,521,906 (-297%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $34,097,394Liabilities 2010: $29,710,767Net Assets 2010: $4,386,6272010Assets 2011: $33,363,453Liabilities 2011: $31,130,220Net Assets 2011: $2,233,2332011Assets 2012: $33,833,205Liabilities 2012: $29,820,217Net Assets 2012: $4,012,9882012Assets 2013: $36,362,058Liabilities 2013: $31,989,153Net Assets 2013: $4,372,9052013Assets 2014: $37,077,547Liabilities 2014: $32,062,433Net Assets 2014: $5,015,1142014Assets 2015: $35,427,548Liabilities 2015: $32,670,056Net Assets 2015: $2,757,4922015Assets 2016: $35,771,377Liabilities 2016: $32,146,837Net Assets 2016: $3,624,5402016Assets 2017: $37,313,563Liabilities 2017: $32,126,425Net Assets 2017: $5,187,1382017Assets 2018: $38,564,570Liabilities 2018: $33,374,420Net Assets 2018: $5,190,1502018Assets 2019: $37,860,994Liabilities 2019: $32,983,167Net Assets 2019: $4,877,8272019Assets 2020: $40,112,223Liabilities 2020: $33,018,022Net Assets 2020: $7,094,2012020Assets 2021: $44,532,816Liabilities 2021: $33,061,121Net Assets 2021: $11,471,6952021Assets 2022: $41,996,759Liabilities 2022: $38,959,623Net Assets 2022: $3,037,1362022Assets 2023: $51,751,633Liabilities 2023: $38,985,921Net Assets 2023: $12,765,7122023Assets 2024: $47,604,075Liabilities 2024: $39,017,823Net Assets 2024: $8,586,2522024

Highlighted filing

2024

Assets$47,604,075
Liabilities$39,017,823
Net Assets$8,586,252

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10M-$20MExpenses 2010: $1,268,7482010Expenses 2011: $3,028,2872011Expenses 2012: $1,363,4262012Expenses 2013: $1,438,2752013Revenue 2014: $1,832,821Expenses 2014: $1,447,697Net Income 2014: $385,1242014Revenue 2015: $1,969,220Expenses 2015: $1,493,399Net Income 2015: $475,8212015Revenue 2016: $562,747Expenses 2016: $1,439,498Net Income 2016: -$876,7512016Revenue 2017: $1,038,301Expenses 2017: $1,340,108Net Income 2017: -$301,8072017Revenue 2018: $1,752,822Expenses 2018: $1,400,499Net Income 2018: $352,3232018Revenue 2019: $1,553,181Expenses 2019: $1,215,555Net Income 2019: $337,6262019Revenue 2020: $1,889,232Expenses 2020: $184,649Net Income 2020: $1,704,5832020Revenue 2021: $2,982,643Expenses 2021: $237,138Net Income 2021: $2,745,5052021Revenue 2022: $2,283,094Expenses 2022: $1,507,502Net Income 2022: $775,5922022Revenue 2023: $6,163,835Expenses 2023: $267,374Net Income 2023: $5,896,4612023Revenue 2024: $1,720,083Expenses 2024: $13,345,528Net Income 2024: -$11,625,4452024

Highlighted filing

2024

Revenue$1,720,083
Expenses$13,345,528
Net Income-$11,625,445

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$47.6$39.0$8.59$1.72$13.3$11.6
2023Summary only. Only limited summary data is available for this year.$51.8$39.0$12.8$6.16$0.27$5.90
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.0$39.0$3.04$2.28$1.51$0.78
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.5$33.1$11.5$2.98$0.24$2.75
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.1$33.0$7.09$1.89$0.18$1.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.9$33.0$4.88$1.55$1.22$0.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.6$33.4$5.19$1.75$1.40$0.35
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.3$32.1$5.19$1.04$1.34$0.30
2016Detailed filing. Detailed filing data is available for this year.$35.8$32.1$3.62$0.56$1.44$0.88
2015Detailed filing. Detailed filing data is available for this year.$35.4$32.7$2.76$1.97$1.49$0.48
2014Detailed filing. Detailed filing data is available for this year.$37.1$32.1$5.02$1.83$1.45$0.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.4$32.0$4.37$1.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.8$29.8$4.01$1.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.4$31.1$2.23$3.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.1$29.7$4.39$1.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 13, 2025
Return Version
2023v6.0
Gross Receipts
$16,213,323
Mission and Program Overview

Mission

Strategic Investment Fund for La Raza, Inc. (SIFLR) is a nonprofit organization established to support the charitable and educational activities of National Council of La Raza (NCLR), to engage in any and all activities necessary or appropriate to raise funds for the purposes of the organization, including the solicitation of contributions from public and private sources wherever located, and, to do any and all lawful acts that may be necessary, useful, suitable, or proper to further the purposes of the organization.

Nonprofit organization established to support the charitable initiatives of unidosus.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$22,773,165$31,422,289▲ $8,649,124
Investments in Publicly Traded Securities$16,459,389$15,841,891▼ $617,498
Other Notes and Loans Receivable, Net$11,653,371$0▼ $11,653,371
Savings and Temporary Cash Investments$865,708$339,895▼ $525,813
Total Assets$51,751,633$47,604,075▼ $4,147,558
Liabilities
Other Liabilities$38,985,921$39,017,823▲ $31,902
Total Liabilities$38,985,921$39,017,823▲ $31,902
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,765,712$8,586,252▼ $4,179,460
Total Net Assets Fund Balance$12,765,712$8,586,252▼ $4,179,460
Total Liabilities and Net Assets / Fund Balance$51,751,633$47,604,075▼ $4,147,558

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$167,945--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$6,159,065-▲ $809,338-$6,931,103
2022$5,732,081-▲ $426,984-$6,159,065
2021$6,799,441-▼ $1,027,558-$5,732,081
2020$6,134,666-▲ $704,519-$6,799,441
2019$5,801,928-▲ $367,870-$6,134,666
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin SmithExecutive DirectorPT$16,160$2,016$18,176

Board Members and Trustees

NameTitle
Ken TrujilloBoard Member & Chair
Janet MurguiaPresident & Secretary
Dr Maria Harper-marinickBoard Member
Gene OrtegaBoard Member
John EsquivelBoard Member
Darcy EischensTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Morgan StanleyInvestment Advisory Fees1747 PENNSYLVANIA AVE NW SUITE 90, Washington, DC 20006$259,765
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,720,083
Other Revenue
$0
Change in Net Assets
$-11,625,445

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,437,743
Revenue Not Reported on Financial Statements
$282,340
Revenue Not Reported on Form 990
$99,382,899
Total Revenue per Audited Statements
$100,820,642
Total Revenue per Form 990
$1,720,083
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$13,031,285
Other Expenses$296,883
Salaries, Compensation, and Employee Benefits$17,360
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$13,031,285--$13,031,285
Fees for Service Investment Mgmnt Fees-$282,340-$282,340
Current Officers, Directors, Trustees, and Key Employees-$15,108-$15,108
Other Expenses-$5,399-$5,399
Fees for Services Accounting-$3,806-$3,806
Fees for Services Legal-$3,577-$3,577
Other Salaries and Wages-$1,064-$1,064
Payroll Taxes-$898-$898
Fees for Services Other-$785-$785
Occupancy-$617-$617
Other Employee Benefits-$232-$232
Office Expenses-$185-$185
Information Technology-$124-$124
Pension Plan Contributions-$58-$58
Conferences and Meetings-$31-$31
Insurance-$19-$19
Total Functional Expenses$13,031,285$314,243$0$13,345,528

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$96,038,341
Expenses Not Reported on Form 990$82,975,153
Total Expenses per Form 990$13,345,528
Expenses per Audited Statements$13,063,188
Expenses Not Reported on Financial Statements$282,340
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
UnidosusWashington, DC501(c)(3)Loan Fogiveness$11,987,856
UnidosusWashington, DC501(c)(3)General Operations$1,043,429

International Summary

Offices
0
Employees
0
Spending
$157,945

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
North AmericaInvestment-00$157,945
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held in Trust$38,944,200
Committed Grants to Unidosus$73,623
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The return is prepared by the organization's public accounting firm, rsm us llp, and is reviewed by the organization's financial staff, including the chief financial officer and other key executives. The board reviewed and approved the 990.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy is distributed annually by the board liaison to board members. All are asked to sign and return a statement identifying any conflicting interests. Conflicts are reviewed by the secretary who recommends action, if any. If a conflict is noted, the board member is permitted to make a presentation at the board or committee meeting. After such presentation, he/she shall leave the meeting during the following discussion and the resulting vote by the board or committee on the noted transaction. The board shall obtain all the facts regarding the transaction and determine if an alternative to the proposed transaction is appropriate. Then the board or committee shall determine by a majority of disinterested members whether the transaction or its proposed alternative is in the organization's best interest.

Form 990, Part VI, Section B, Line 15

Unidosus' compensation committee is charged with oversight for determining the adequacy and reasonableness of the compensation and benefits paid to the chief executive. Within this process, the committee will conduct an annual performance review that will include a review of a chief executive compensation study for comparative purposes. In carrying out its responsibilities, the committee may rely upon reasoned written opinions of outside legal counsel and of qualified accounting and compensation experts.

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, for the same period of disclosure as set forth in section 6104(d).

FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B):

Additional information on average hours per week: the hours shown in form 990, part vii, for compensated employees represent the hours recorded in our payroll system. The actual hours worked by the compensated individuals are significantly higher than those shown in part vii.

Filing and Contact Details

Filer

Filer Name
Unidos Investment Fund Inc
EIN
52-2268398
Phone
2027851670
Address
1126 16TH STREET NW, WASHINGTON, DC 20036

Signing Officer

Name
Kevin Smith
Title
CFO
Phone
2027851670
Signed
2025-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janet Murguia
Formed
2000
Legal Domicile
De
Voting Board Members
7
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Rsm US Llp
Address
100 INTERNATIONAL DRIVE SUITE 400, BALTIMORE, MD 21202
Preparer
Julia Flannery
Phone
4102469300
Supplemental Narrative

Additional Explanations

FORM 990, PART III, LINE 1, DESCRIPTION OF MISSION:

Unidos investment fund, inc. (formerly known as the strategic investment fund for la raza), is a nonprofit organization established to support the charitable and educational activities of unidosus, to engage in any and all activities necessary or appropriate to raise funds for the purposes of the organization, including the solicitation of contributions from public and private sources wherever located, and to do any and all lawful acts that may be necessary, useful, suitable, or proper to further the purposes of the organization.

Financial Statement Notes

PART V, LINE 4:

The unidosus and unidos investment fund, inc endowment funds are intended for the following uses: (1) the earnings from the charles stewart mott foundation endowment are intended for the general purposes of the organization and (2) the earnings from the ford foundation endowment are for charitable scientific, literary or educational purposes.

PART X, LINE 2:

Unidosus does not believe there are any material uncertain tax positions and, accordingly, will not recognize any liability for unrecognized tax benefits. Unidosus has filed for and received income tax exemptions in the jurisdictions where it is required to do so. Additionally, unidosus has filed internal revenue form 990 tax returns as required and all applicable returns in those jurisdictions where it is required. Unidosus believes that it is no longer subject to u.s. Federal, state and local, or non-u.s. Income tax examinations by tax authorities for tax years before 2021. However, unidosus is still open to examinations by tax authorities from fiscal year 2021 forward. For the years ended september 30, 2024 and 2023, there were no interest or penalties recorded in the consolidated statements of activities.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Unidosus core activities revenue 78,252,862. Raza development fund revenue 25,660,512. Unidos properties, llc revenue 14,452,682. Elimination entry -26,429,142.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Unidosus core activities expenses 71,336,299. Raza development fund expenses 23,615,314. Elimination entries -15,587,947. Unidos properties, llc expenses 3,611,487.

Raw XML AppendixShowing 400 of 603 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER & CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0302742
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt013031285
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt013031285
IRS990/GrantsToDomesticOrgsGrp/TotalAmt013031285
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt014795982
IRS990/GrossReceiptsAmt016213323
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0124
IRS990/InformationTechnologyGrp/TotalAmt0124
IRS990/InsuranceGrp/ManagementAndGeneralAmt019
IRS990/InsuranceGrp/TotalAmt019
IRS990/InvestmentIncomeGrp/ExclusionAmt01432249
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01417341
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0-14908
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt022773165
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt031422289
IRS990/InvestmentsPubTradedSecGrp/BOYAmt016459389
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015841891
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt014493240
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE O.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt012765712
IRS990/NetAssetsOrFundBalancesEOYAmt08586252
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0302742
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0302742
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt07445985
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt012765712
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08586252
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0617
IRS990/OccupancyGrp/TotalAmt0617
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0185
IRS990/OfficeExpensesGrp/TotalAmt0185
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0232
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0232
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05399
IRS990/OtherExpensesGrp/TotalAmt05399
IRS990/OtherLiabilitiesGrp/BOYAmt038985921
IRS990/OtherLiabilitiesGrp/EOYAmt039017823
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01064
IRS990/OtherSalariesAndWagesGrp/TotalAmt01064
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt011653371
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0898
IRS990/PayrollTaxesGrp/TotalAmt0898
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt058
IRS990/PensionPlanContributionsGrp/TotalAmt058
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JANET MURGUIA
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05000000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01163835
IRS990/PYOtherExpensesAmt0249653
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt05896461
IRS990/PYSalariesCompEmpBnftPaidAmt017721
IRS990/PYTotalExpensesAmt0267374
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06163835
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-11625445
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0865708
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0339895
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0860212873
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt013031285
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIDOSUS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt013031285
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt037300
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06159065
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06931103
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0809338
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05732081
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06159065
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0426984
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt039802
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06799441
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05732081
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1027558
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt039744
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06134666
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06799441
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0704519
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt035132
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05801928
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06134666
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0367870
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt082975153
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0282340
IRS990ScheduleD/ExpensesSubtotalAmt013063188
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0282340
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0282340
IRS990ScheduleD/NetUnrealizedGainsInvstAmt07445985
IRS990ScheduleD/OtherExpensesIncludedAmt082975153
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt073623
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt138944200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0COMMITTED GRANTS TO UNIDOSUS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1FUNDS HELD IN TRUST
IRS990ScheduleD/OtherRevenueAmt091936914
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt05785690
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt13681499
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt25171235
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt33228386
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt43790432
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt56391578
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt63205524
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7167945
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ARISTOTLE VALUE EQUITY I
IRS990ScheduleD/OtherSecuritiesGrp/Desc1JPMORGAN HEDGED EQUITY I
IRS990ScheduleD/OtherSecuritiesGrp/Desc2ISHARES RUSSELL 1000 GRW ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc3BLACKROCK GLOBAL L/S CREDIT I
IRS990ScheduleD/OtherSecuritiesGrp/Desc4CALVERT SHORT DURATION INC I
IRS990ScheduleD/OtherSecuritiesGrp/Desc5ISHARES EUROPE ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc6CCM COMMUNITY IMPACT BD INST
IRS990ScheduleD/OtherSecuritiesGrp/Desc7ALTERNATIVE INVESTMENTS HELD AT NAV
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/RevenueNotReportedAmt099382899
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0282340
IRS990ScheduleD/RevenueSubtotalAmt01437743
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE UNIDOSUS AND UNIDOS INVESTMENT FUND, INC ENDOWMENT FUNDS ARE INTENDED FOR THE FOLLOWING USES: (1) THE EARNINGS FROM THE CHARLES STEWART MOTT FOUNDATION ENDOWMENT ARE INTENDED FOR THE GENERAL PURPOSES OF THE ORGANIZATION AND (2) THE EARNINGS FROM THE FORD FOUNDATION ENDOWMENT ARE FOR CHARITABLE SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1UNIDOSUS DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. UNIDOSUS HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. ADDITIONALLY, UNIDOSUS HAS FILED INTERNAL REVENUE FORM 990 TAX RETURNS AS REQUIRED AND ALL APPLICABLE RETURNS IN THOSE JURISDICTIONS WHERE IT IS REQUIRED. UNIDOSUS BELIEVES THAT IT IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS BEFORE 2021. HOWEVER, UNIDOSUS IS STILL OPEN TO EXAMINATIONS BY TAX AUTHORITIES FROM FISCAL YEAR 2021 FORWARD. FOR THE YEARS ENDED SEPTEMBER 30, 2024 AND 2023, THERE WERE NO INTEREST OR PENALTIES RECORDED IN THE CONSOLIDATED STATEMENTS OF ACTIVITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2UNIDOSUS CORE ACTIVITIES REVENUE 78,252,862. RAZA DEVELOPMENT FUND REVENUE 25,660,512. UNIDOS PROPERTIES, LLC REVENUE 14,452,682. ELIMINATION ENTRY -26,429,142.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3UNIDOSUS CORE ACTIVITIES EXPENSES 71,336,299. RAZA DEVELOPMENT FUND EXPENSES 23,615,314. ELIMINATION ENTRIES -15,587,947. UNIDOS PROPERTIES, LLC EXPENSES 3,611,487.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt031422289
IRS990ScheduleD/TotalExpensesPerForm990Amt013345528
IRS990ScheduleD/TotalLiabilityAmt039017823
IRS990ScheduleD/TotalRevenuePerForm990Amt01720083
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0100820642
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt096038341
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0157945
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0NORTH AMERICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENT
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd01
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0157945
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0157945
IRS990ScheduleF/TransferToForeignCorpInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt011987856
IRS990ScheduleI/RecipientTable/CashGrantAmt11043429
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0LOAN FOGIVENESS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIDOSUS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UNIDOSUS
IRS990ScheduleI/RecipientTable/RecipientEIN0860212873
IRS990ScheduleI/RecipientTable/RecipientEIN1860212873
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01126 16TH ST NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11126 16TH ST NW
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0DC

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