Civic Intelligence

Unam-USA

990 • Fiscal year 2017 • EIN 61-1531458

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

600 Hemisfair Plaza WaySan Antonio, TX 78205-3204

(210) 222-8626

Siviq Scores

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

Liabilities / Assets

59th percentile

0.16x

Higher debt load relative to assets than 59% of similar nonprofits.

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

Liabilities / Revenue

37th percentile

0.05x

Higher debt load relative to revenue than 37% of similar nonprofits.

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

Net Margin

37th percentile

-0.6%

Higher net margin than 37% of similar nonprofits.

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

Top Officer Pay

76th percentile

$119,733

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

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

Asset Growth

9th percentile

-13%

Faster asset growth than 9% of similar nonprofits.

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

Revenue Growth

22nd percentile

-8.4%

Faster revenue growth than 22% of similar nonprofits.

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

Assets

Down

$1,130,619

Down $164,318 (-13%) from 2016

Net Assets

Down

$944,404

Down $43,110 (-4.4%) from 2016

Liabilities

Down

$186,215

Down $121,208 (-39%) from 2016

Revenue

Down

$3,787,245

Down $348,242 (-8.4%) from 2016

Expenses

Down

$3,810,097

Down $360,535 (-8.6%) from 2016

Net Income

Up

-$22,852

Up $12,293 (+35%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $435,593Liabilities 2010: $208,694Net Assets 2010: $226,8992010Assets 2011: $604,765Liabilities 2011: $153,756Net Assets 2011: $451,0092011Assets 2012: $102,103Liabilities 2012: $0Net Assets 2012: $102,1032012Assets 2013: $1,030,696Liabilities 2013: $172,580Net Assets 2013: $858,1162013Assets 2014: $1,095,833Liabilities 2014: $245,956Net Assets 2014: $849,8772014Assets 2015: $1,042,923Liabilities 2015: $84,409Net Assets 2015: $958,5142015Assets 2016: $1,294,937Liabilities 2016: $307,423Net Assets 2016: $987,5142016Assets 2017: $1,130,619Liabilities 2017: $186,215Net Assets 2017: $944,4042017Assets 2018: $1,258,814Liabilities 2018: $119,911Net Assets 2018: $1,138,9032018Assets 2019: $1,542,280Liabilities 2019: $173,625Net Assets 2019: $1,368,6552019Assets 2020: $1,522,466Liabilities 2020: $184,678Net Assets 2020: $1,337,7882020Assets 2021: $1,629,192Liabilities 2021: $186,860Net Assets 2021: $1,442,3322021Assets 2022: $1,671,339Liabilities 2022: $199,061Net Assets 2022: $1,472,2782022Assets 2023: $1,615,638Liabilities 2023: $178,488Net Assets 2023: $1,437,1502023Assets 2024: $1,489,634Liabilities 2024: $149,413Net Assets 2024: $1,340,2212024

Highlighted filing

2017

Assets$1,130,619
Liabilities$186,215
Net Assets$944,404

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,603,6242010Expenses 2011: $1,905,5782011Revenue 2012: $101,587Expenses 2012: $744Net Income 2012: $100,8432012Revenue 2013: $2,232,041Expenses 2013: $2,109,613Net Income 2013: $122,4282013Revenue 2014: $3,065,903Expenses 2014: $3,178,521Net Income 2014: -$112,6182014Revenue 2015: $3,794,713Expenses 2015: $3,696,673Net Income 2015: $98,0402015Revenue 2016: $4,135,487Expenses 2016: $4,170,632Net Income 2016: -$35,1452016Revenue 2017: $3,787,245Expenses 2017: $3,810,097Net Income 2017: -$22,8522017Revenue 2018: $3,668,002Expenses 2018: $3,477,786Net Income 2018: $190,2162018Revenue 2019: $4,166,004Expenses 2019: $3,893,738Net Income 2019: $272,2662019Revenue 2020: $3,653,267Expenses 2020: $3,533,332Net Income 2020: $119,9352020Revenue 2021: $3,843,088Expenses 2021: $3,743,168Net Income 2021: $99,9202021Revenue 2022: $4,153,446Expenses 2022: $4,121,553Net Income 2022: $31,8932022Revenue 2023: $4,032,417Expenses 2023: $4,067,545Net Income 2023: -$35,1282023Revenue 2024: $4,037,140Expenses 2024: $4,187,713Net Income 2024: -$150,5732024

Highlighted filing

2017

Revenue$3,787,245
Expenses$3,810,097
Net Income-$22,852
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$3,984,030
Mission and Program Overview

Mission

Unam usas mission is to offer spanish as a foreign language and english as a second language as well as other courses related to mexican culture to students from all walks of life and to have students communcate with native speakers with fluency and spontaneity.

Unam usa is an institution of higher education teaching spanish, english, and other topics through seminars, symposia, panel discussions, and exhibitions to promote a better understanding between mexico and the u.s.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$842,258$715,350▼ $126,908
Accounts Receivable$332,698$322,405▼ $10,293
Inventories for Sale or Use$95,636$73,067▼ $22,569
Land, Buildings, and Equipment, Net$24,345$19,797▼ $4,548
Total Assets$1,294,937$1,130,619▼ $164,318
Liabilities
Accounts Payable and Accrued Expenses$287,313$167,377▼ $119,936
Other Liabilities$20,110$18,838▼ $1,272
Total Liabilities$307,423$186,215▼ $121,208
Net Assets / Fund Balance
Unrestricted Net Assets$958,953$915,843▼ $43,110
Permanently Rstr Net Assets$28,561$28,561→ $0
Total Net Assets Fund Balance$987,514$944,404▼ $43,110
Total Liabilities and Net Assets / Fund Balance$1,294,937$1,130,619▼ $164,318

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$19,797$517,964$537,761
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Claudio EstradaVice PresidentFT$119,733$119,733
Jose a VelaSecretaryFT$114,398$114,398
Martha E Cortes Y SerranoEmployeeFT$84,714$84,714
Paula DegortariVice PresidentFT$69,411$69,411
Antonio HuerecaEmployeeFT$65,076$65,076
Jorge Madrazo CuellarVice PresidentPT$36,000$36,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$14,990
Program Service Revenue
$849,902
Investment Income
$0
Other Revenue
$2,922,353
All Other Contributions
$14,990
Change in Net Assets
$-22,852
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,784,232
Other Expenses$1,025,865
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,079,990$950,166-$2,030,156
Current Officers, Directors, Trustees, and Key Employees$178,415$161,126-$339,541
Office Expenses$156,358$144,948-$301,306
Other Employee Benefits$136,499$123,272-$259,771
Travel$189,265$27,471-$216,736
Fees for Services Legal$57,596$137,782-$195,378
Payroll Taxes$81,322$73,442-$154,764
Other Expenses$64,329$32,829-$97,158
Conferences and Meetings$74,238--$74,238
Occupancy$17,428$15,740-$33,168
Insurance$13,139$11,866-$25,005
All Other Expenses$9,426$6,553-$15,979
Advertising$5,382$4,861-$10,243
Depreciation Depletion-$4,550-$4,550
Total Functional Expenses$2,083,121$1,726,976$0$3,810,097
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
Federal income taxes$18,838
Tax Liabilities-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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

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

Form 990 is reviewed by management and then distributed to the board of directors for their review prior to filing.

Form 990, Part VI, Section B, Line 15AB

Salaries for unam usa employees are established annually during the budget process and approved by unam mexico and board of directors.

Form 990, Part VI, Section C, Line 19

Upon written request, unam usa will make available its governing documents, policies, financial statements, and form 990.

Filing and Contact Details

Filer

Filer Name
Unam USA
EIN
61-1531458
Phone
2102228626
Address
600 HEMISFAIR PLAZA WAY, SAN ANTONIO, TX 78205-3204

Signing Officer

Name
Jose a Vela
Title
Secretary
Phone
2102228626
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jose a Vela
Formed
2006
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
64

Preparer

Firm
Rene Espinosa CPA
Address
21215 LA PENA DRIVE, SAN ANTONIO, TX 78258
Preparer
Rene Espinosa CPA
Phone
2102891365
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IRS990/MissionDesc0UNAMS MISSION IS TO OFFER SPANISH AS A FOREIGN LANGUAGE AND ENGLISH AS A SECOND LANGUAGE AS WELL AS OTHER COURSES RELATED TO MEXICAN CULTURE TO STUDENTS FROM ALL WALKS OF LIFE AND TO HAVE STUDENTS COMMUNICATE WITH NATIVE SPEAKERS WITH FLUENCY AND SPONTANEITY.
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IRS990/OfficeExpensesGrp/TotalAmt0301306
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IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0123272
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0136499
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0259771
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IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2PARKING
IRS990/OtherExpensesGrp/Desc3SUPPLIES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110566
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt27862
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt332829
IRS990/OtherExpensesGrp/ProgramServicesAmt011029
IRS990/OtherExpensesGrp/ProgramServicesAmt18705
IRS990/OtherExpensesGrp/ProgramServicesAmt264329
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IRS990/OtherExpensesGrp/TotalAmt121595
IRS990/OtherExpensesGrp/TotalAmt216567
IRS990/OtherExpensesGrp/TotalAmt397158
IRS990/OtherLiabilitiesGrp/BOYAmt020110
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IRS990/OtherRevenueMiscGrp/BusinessCd0611600
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IRS990/PrincipalOfficerNm0JOSE A VELA
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IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt025000
IRS990/PYExcessBenefitTransInd0false
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IRS990/PYOtherExpensesAmt01105119
IRS990/PYOtherRevenueAmt03175108
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IRS990/PYSalariesCompEmpBnftPaidAmt03065513
IRS990/PYTotalExpensesAmt04170632
IRS990/PYTotalRevenueAmt04135487
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-22852
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt070385
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0849902
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt019797
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0517964
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0537761
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018838
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TAX LIABILITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt019797
IRS990ScheduleD/TotalLiabilityAmt018838
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY MANAGEMENT AND THEN DISTRIBUTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SALARIES FOR UNAM USA EMPLOYEES ARE ESTABLISHED ANNUALLY DURING THE BUDGET PROCESS AND APPROVED BY UNAM MEXICO AND BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON WRITTEN REQUEST, UNAM USA WILL MAKE AVAILABLE ITS GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS, AND FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15AB
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNAM FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0742912507
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATIONAL FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 830426
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN ANTONIO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0782830426
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UNAM FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0l
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01294937
IRS990/TotalAssetsEOYAmt01130619
IRS990/TotalAssetsGrp/BOYAmt01294937
IRS990/TotalAssetsGrp/EOYAmt01130619
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt014990
IRS990/TotalEmployeeCnt064
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01726976
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02083121
IRS990/TotalFunctionalExpensesGrp/TotalAmt03810097
IRS990/TotalGrossUBIAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$0.15$1.34$4.04$4.19$0.15
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.18$1.44$4.03$4.07$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.67$0.20$1.47$4.15$4.12$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.63$0.19$1.44$3.84$3.74$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.52$0.18$1.34$3.65$3.53$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.54$0.17$1.37$4.17$3.89$0.27
2018Detailed filing. Detailed filing data is available for this year.$1.26$0.12$1.14$3.67$3.48$0.19
2017Detailed filing. Detailed filing data is available for this year.$1.13$0.19$0.94$3.79$3.81$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.29$0.31$0.99$4.14$4.17$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.04$0.08$0.96$3.79$3.70$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.10$0.25$0.85$3.07$3.18$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.03$0.17$0.86$2.23$2.11$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.00$0.10$0.10$0.00$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.15$0.45$1.91
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.21$0.23$1.60