Civic Intelligence

Asesores Financieros Comunitarios Inc.

990 • Fiscal year 2021 • EIN 66-0701458

Jul 01, 2020 to Jun 30, 2021 • Filed on Jun 29, 2022

PO Box 192726San Juan, PR 00919

(787) 455-9133

Siviq Scores

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

Liabilities / Assets

75th percentile

0.21x

Higher debt load relative to assets than 75% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

71st percentile

0.17x

Higher debt load relative to revenue than 71% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

45th percentile

9.5%

Higher net margin than 45% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

70th percentile

25%

Faster asset growth than 70% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

75th percentile

52%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$434,065

Up $87,333 (+25%) from 2020

Net Assets

Up

$340,762

Up $90,326 (+36%) from 2020

Liabilities

Down

$93,303

Down $2,993 (-3.1%) from 2020

Revenue

Up

$546,843

Up $187,657 (+52%) from 2020

Expenses

Up

$495,017

Up $67,403 (+16%) from 2020

Net Income

Up

$51,826

Up $120,254 (+176%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $59,668Liabilities 2011: $4,8182011Assets 2012: $65,547Liabilities 2012: $3,651Net Assets 2012: $61,8962012Assets 2013: $192,437Liabilities 2013: $3,151Net Assets 2013: $189,2862013Assets 2014: $151,126Liabilities 2014: $2,3902014Assets 2015: $235,230Liabilities 2015: $12,951Net Assets 2015: $222,2792015Assets 2016: $394,348Liabilities 2016: $18,581Net Assets 2016: $375,7672016Assets 2017: $383,985Liabilities 2017: $29,286Net Assets 2017: $354,6992017Assets 2018: $300,101Liabilities 2018: $17,645Net Assets 2018: $282,4562018Assets 2019: $341,062Liabilities 2019: $35,295Net Assets 2019: $305,7672019Assets 2020: $346,732Liabilities 2020: $96,296Net Assets 2020: $250,4362020Assets 2021: $434,065Liabilities 2021: $93,303Net Assets 2021: $340,7622021Assets 2022: $385,116Liabilities 2022: $94,778Net Assets 2022: $290,3382022Assets 2023: $232,725Liabilities 2023: $91,934Net Assets 2023: $140,7912023Assets 2024: $288,774Liabilities 2024: $110,508Net Assets 2024: $178,2662024

Highlighted filing

2021

Assets$434,065
Liabilities$93,303
Net Assets$340,762

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $165,154Expenses 2011: $147,985Net Income 2011: $17,1692011Revenue 2012: $174,372Expenses 2012: $167,320Net Income 2012: $7,0522012Revenue 2013: $393,536Expenses 2013: $266,146Net Income 2013: $127,3902013Revenue 2014: $175,712Expenses 2014: $215,316Net Income 2014: -$39,6042014Revenue 2015: $490,503Expenses 2015: $420,709Net Income 2015: $69,7942015Revenue 2016: $625,936Expenses 2016: $472,445Net Income 2016: $153,4912016Revenue 2017: $496,104Expenses 2017: $517,172Net Income 2017: -$21,0682017Revenue 2018: $341,410Expenses 2018: $414,354Net Income 2018: -$72,9442018Revenue 2019: $444,826Expenses 2019: $429,556Net Income 2019: $15,2702019Revenue 2020: $359,186Expenses 2020: $427,614Net Income 2020: -$68,4282020Revenue 2021: $546,843Expenses 2021: $495,017Net Income 2021: $51,8262021Revenue 2022: $322,607Expenses 2022: $420,929Net Income 2022: -$98,3222022Revenue 2023: $275,461Expenses 2023: $425,008Net Income 2023: -$149,5472023Revenue 2024: $573,823Expenses 2024: $536,348Net Income 2024: $37,4752024

Highlighted filing

2021

Revenue$546,843
Expenses$495,017
Net Income$51,826
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jun 29, 2022
Return Version
2020v4.0
Gross Receipts
$546,843
Mission and Program Overview

Mission

Provide services and solutions that contribute to the sound administra tion and sustainability of non profit organizations

Most significant activity provide technical assistance to nonprofit organizations in areas as organizational structure accounting and administration

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$261,352$339,784▲ $78,432
Accounts Receivable$74,790$68,712▼ $6,078
Land, Buildings, and Equipment, Net$10,437$25,194▲ $14,757
Total Assets$346,732$434,065▲ $87,333
Other Assets Total$153$375▲ $222
Liabilities
Accounts Payable and Accrued Expenses$57,796$93,303▲ $35,507
Other Liabilities$38,500--
Total Liabilities$96,296$93,303▼ $2,993
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$154,923$332,378▲ $177,455
Net Assets With Donor Restrictions$95,513$8,384▼ $87,129
Total Net Assets Fund Balance$250,436$340,762▲ $90,326
Total Liabilities and Net Assets / Fund Balance$346,732$434,065▲ $87,333

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$25,194$7,893-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Orlando VazquePresident
Jose TeruelPrev President
Miriam QuinterVice President
Ana BonillaDirector
Jorge MejiaDirector
Lourdes SobrinDirector
Rosana LopezDirector
Socorro RivasDirector
Sonia CarrasquEx Director
Hector GonzaleSecretary
Claudia MottaSub Secretary
Agnes SuarezSub Treasurer
Nilda OlmedaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$424,800
Program Service Revenue
$113,988
Investment Income
$263
Other Revenue
$7,792
All Other Contributions
$424,800
Change in Net Assets
$51,826

Audited Revenue Reconciliation

Revenue per Audited Statements
$546,843
Total Revenue per Audited Statements
$546,843
Total Revenue per Form 990
$546,843
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$270,572
Salaries, Compensation, and Employee Benefits$224,445
Total Fundraising Expense$27,973
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$117,865$23,679$11,854$153,398
Fees for Services Management$80,068--$80,068
Office Expenses$67,867$10,552$471$78,890
Current Officers, Directors, Trustees, and Key Employees$36,802$6,494$10,824$54,120
Fees for Services Accounting$20,076$16,544-$36,620
Occupancy$18,002$5,500$1,500$25,002
Payroll Taxes$12,590$2,390$1,947$16,927
Insurance$10,407$4,181$1,040$15,628
Conferences and Meetings$14,219$394-$14,613
Information Technology-$7,761-$7,761
Depreciation Depletion$4,047$434$337$4,818
Advertising$1,053$592-$1,645
Other Expenses-$464-$464
Interest-$89-$89
Total Functional Expenses$382,996$84,048$27,973$495,017

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$495,017
Total Expenses per Audited Statements$495,017
Total Expenses per Form 990$495,017
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,792
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

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

Page 6 Part VI Section B Line 11B

The form 990 is presented to the board of directors for the members comments and approval prior to filing the return

Page 6 Part VI Section B Line 12C

It's discussed during the board of directors meeting and all the members of the board are required to disclose any conflict of interest that could arise any circumstance

Page 6 Part VI Section B Line 15B

The process includes the review and approval by the bod or a compensation commitee use of data to comparable comprensa tion and contemporaneous documentation & recordkeeping.

Page 6 Part VI Section B Line 18

Its available to the public in the web page of the org and we use it in our courses as part of the materials for discussion purposes

Page 6 Part VI Section C Line 19

Governing documents conflicts of interest policy financial statements and tax returns were used as part of the material in some courses as example for the participants.

Filing and Contact Details

Filer

Filer Name
Asesores Financieros Comunitar
EIN
66-0701458
Address
PO BOX 192726, SAN JUAN, PR 00919

Signing Officer

Name
Aida Rivera
Title
Officer
Signed
2022-06-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Aida Rivera
Formed
2007
Legal Domicile
Pr
Voting Board Members
13
Independent Board Members
13
Employees
6
Volunteers
26

Preparer

Firm
Uhy Del Valle & Nieves Psc
Address
PO BOX 361863, SAN JUAN, PR 00936-1863
Preparer
Rafael Del Valle Vega
Phone
7877934650
Supplemental Narrative

Additional Explanations

Page 12 Part XI Line 9 Other Changes in Net Assets

Difference of 38500 which represents other revenue charged against gross revenue in page 9 and the limit on depreciation expense due to hy convention

Raw XML AppendixShowing 400 of 467 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt057796
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt093303
IRS990/AccountsReceivableGrp/BOYAmt074790
IRS990/AccountsReceivableGrp/EOYAmt068712
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0MOST SIGNIFICANT ACTIVITY PROVIDE TECHNICAL ASSISTANCE TO NONPROFIT ORGANIZATIONS IN AREAS AS ORGANIZATIONAL STRUCTURE ACCOUNTING AND ADMINISTRATION
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0592
IRS990/AdvertisingGrp/ProgramServicesAmt01053
IRS990/AdvertisingGrp/TotalAmt01645
IRS990/AllOtherContributionsAmt0424800
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0THE CORPORATION
IRS990/BooksInCareOfDetail/PhoneNum07874559133
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 192726
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN JUAN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd000919
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0261352
IRS990/CashNonInterestBearingGrp/EOYAmt0339784
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt010824
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt06494
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt036802
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt054120
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0394
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt014219
IRS990/ConferencesMeetingsGrp/TotalAmt014613
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0424800
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0263
IRS990/CYOtherExpensesAmt0270572
IRS990/CYOtherRevenueAmt07792
IRS990/CYProgramServiceRevenueAmt0113988
IRS990/CYRevenuesLessExpensesAmt051826
IRS990/CYSalariesCompEmpBnftPaidAmt0224445
IRS990/CYTotalExpensesAmt0495017
IRS990/CYTotalFundraisingExpenseAmt027973
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0546843
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt0337
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0434
IRS990/DepreciationDepletionGrp/ProgramServicesAmt04047
IRS990/DepreciationDepletionGrp/TotalAmt04818
IRS990/Desc0EDUCATIONAL TRAINING PROGRAM TRAINING IS PROVIDED THROUGH WORKSHOPS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt095513
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt08384
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0382996
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt016544
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt020076
IRS990/FeesForServicesAccountingGrp/TotalAmt036620
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt080068
IRS990/FeesForServicesManagementGrp/TotalAmt080068
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form720FiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8886TFiledInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0JOSE TERUEL
IRS990/Form990PartVIISectionAGrp/PersonNm1ORLANDO VAZQUE
IRS990/Form990PartVIISectionAGrp/PersonNm2MIRIAM QUINTER
IRS990/Form990PartVIISectionAGrp/PersonNm3HECTOR GONZALE
IRS990/Form990PartVIISectionAGrp/PersonNm4CLAUDIA MOTTA
IRS990/Form990PartVIISectionAGrp/PersonNm5AGNES SUAREZ
IRS990/Form990PartVIISectionAGrp/PersonNm6SONIA CARRASQU
IRS990/Form990PartVIISectionAGrp/PersonNm7LOURDES SOBRIN
IRS990/Form990PartVIISectionAGrp/PersonNm8ROSANA LOPEZ
IRS990/Form990PartVIISectionAGrp/PersonNm9SOCORRO RIVAS
IRS990/Form990PartVIISectionAGrp/PersonNm10JORGE MEJIA
IRS990/Form990PartVIISectionAGrp/PersonNm11NILDA OLMEDA
IRS990/Form990PartVIISectionAGrp/PersonNm12ANA BONILLA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0PREV PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4SUB SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5SUB TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6EX DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingGrossIncomeAmt07792
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0546843
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt013
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07761
IRS990/InformationTechnologyGrp/TotalAmt07761
IRS990/InsuranceGrp/FundraisingAmt01040
IRS990/InsuranceGrp/ManagementAndGeneralAmt04181
IRS990/InsuranceGrp/ProgramServicesAmt010407
IRS990/InsuranceGrp/TotalAmt015628
IRS990/InterestGrp/ManagementAndGeneralAmt089
IRS990/InterestGrp/TotalAmt089
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0263
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0263
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07893
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010437
IRS990/LandBldgEquipBasisNetGrp/EOYAmt025194
IRS990/LandBldgEquipCostOrOtherBssAmt033087
IRS990/LegalDomicileStateCd0PR
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE SERVICES AND SOLUTIONS THAT CONTRIBUTE TO THE SOUND ADMINISTRA TION AND SUSTAINABILITY OF NON PROFIT ORGANIZATIONS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0250436
IRS990/NetAssetsOrFundBalancesEOYAmt0340762
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt07792
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt07792
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0154923
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0332378
IRS990/NondeductibleContributionsInd0false
IRS990/NondeductibleContriDisclInd0false
IRS990/OccupancyGrp/FundraisingAmt01500
IRS990/OccupancyGrp/ManagementAndGeneralAmt05500
IRS990/OccupancyGrp/ProgramServicesAmt018002
IRS990/OccupancyGrp/TotalAmt025002
IRS990/OfficeExpensesGrp/FundraisingAmt0471
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010552
IRS990/OfficeExpensesGrp/ProgramServicesAmt067867
IRS990/OfficeExpensesGrp/TotalAmt078890
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0153
IRS990/OtherAssetsTotalGrp/EOYAmt0375
IRS990/OtherChangesInNetAssetsAmt038500
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1MISCELLEANOUS
IRS990/OtherExpensesGrp/Desc2OFFICE SUPPLIES
IRS990/OtherExpensesGrp/Desc3MEALS AND ENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01485
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13210
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2279
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3464
IRS990/OtherExpensesGrp/TotalAmt01485
IRS990/OtherExpensesGrp/TotalAmt13210
IRS990/OtherExpensesGrp/TotalAmt2279
IRS990/OtherExpensesGrp/TotalAmt3464
IRS990/OtherLiabilitiesGrp/BOYAmt038500
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt011854
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt023679
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0117865
IRS990/OtherSalariesAndWagesGrp/TotalAmt0153398
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01947
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02390
IRS990/PayrollTaxesGrp/ProgramServicesAmt012590
IRS990/PayrollTaxesGrp/TotalAmt016927
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0AIDA RIVERA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/Desc0SEMINARS REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1CONSULTING REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt039898
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt174090
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt039898
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt174090
IRS990/ProgSrvcAccomActy2Grp/Desc0CONSULTING PROGRAM THE CONSULTING PROGRAM OF THE SERVICE MODEL IS
IRS990/ProgSrvcAccomActy3Grp/Desc0ASESORES FINANCIEROS UNIVERSITARIOS AFU PROVIDES BUSINESS ADMINIS
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0223612
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0247
IRS990/PYOtherExpensesAmt0211602
IRS990/PYOtherRevenueAmt035353
IRS990/PYProgramServiceRevenueAmt099974
IRS990/PYRevenuesLessExpensesAmt0-68428
IRS990/PYSalariesCompEmpBnftPaidAmt0216012
IRS990/PYTotalExpensesAmt0427614
IRS990/PYTotalRevenueAmt0359186
IRS990/QuidProQuoContributionsInd0false
IRS990/QuidProQuoContriDisclInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt051826
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0546843
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0373197
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0452868
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0345459
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0383383
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02101750
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0546843
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt02101750
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0546843
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0373197
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0452868
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0345459
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0383383
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02101750
IRS990ScheduleA/TotalSupportAmt02101750
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt025194
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07893
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt033087
IRS990ScheduleD/ExpensesSubtotalAmt0495017
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/RevenueSubtotalAmt0546843
IRS990ScheduleD/TotalBookValueLandBuildingsAmt025194
IRS990ScheduleD/TotalExpensesPerForm990Amt0495017
IRS990ScheduleD/TotalRevenuePerForm990Amt0546843
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0546843
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0495017
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR THE MEMBERS COMMENTS AND APPROVAL PRIOR TO FILING THE RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IT'S DISCUSSED DURING THE BOARD OF DIRECTORS MEETING AND ALL THE MEMBERS OF THE BOARD ARE REQUIRED TO DISCLOSE ANY CONFLICT OF INTEREST THAT COULD ARISE ANY CIRCUMSTANCE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PROCESS INCLUDES THE REVIEW AND APPROVAL BY THE BOD OR A COMPENSATION COMMITEE USE OF DATA TO COMPARABLE COMPRENSA TION AND CONTEMPORANEOUS DOCUMENTATION & RECORDKEEPING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ITS AVAILABLE TO THE PUBLIC IN THE WEB PAGE OF THE ORG AND WE USE IT IN OUR COURSES AS PART OF THE MATERIALS FOR DISCUSSION PURPOSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS CONFLICTS OF INTEREST POLICY FINANCIAL STATEMENTS AND TAX RETURNS WERE USED AS PART OF THE MATERIAL IN SOME COURSES AS EXAMPLE FOR THE PARTICIPANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DIFFERENCE OF 38500 WHICH REPRESENTS OTHER REVENUE CHARGED AGAINST GROSS REVENUE IN PAGE 9 AND THE LIMIT ON DEPRECIATION EXPENSE DUE TO HY CONVENTION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PAGE 6 PART VI SECTION B LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PAGE 6 PART VI SECTION B LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PAGE 6 PART VI SECTION B LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PAGE 6 PART VI SECTION B LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PAGE 6 PART VI SECTION C LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PAGE 12 PART XI LINE 9 OTHER CHANGES IN NET ASSETS
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.89$1.11$1.78$5.74$5.36$0.37
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.92$1.41$2.75$4.25$1.50
2022Detailed filing. Detailed filing data is available for this year.$3.85$0.95$2.90$3.23$4.21$0.98
2021Detailed filing. Detailed filing data is available for this year.$4.34$0.93$3.41$5.47$4.95$0.52
2020Summary only. Only limited summary data is available for this year.$3.47$0.96$2.50$3.59$4.28$0.68
2019Summary only. Only limited summary data is available for this year.$3.41$0.35$3.06$4.45$4.30$0.15
2018Summary only. Only limited summary data is available for this year.$3.00$0.18$2.82$3.41$4.14$0.73
2017Summary only. Only limited summary data is available for this year.$3.84$0.29$3.55$4.96$5.17$0.21
2016Detailed filing. Detailed filing data is available for this year.$3.94$0.19$3.76$6.26$4.72$1.53
2015Summary only. Only limited summary data is available for this year.$2.35$0.13$2.22$4.91$4.21$0.70
2014Summary only. Only limited summary data is available for this year.$1.51$0.02$1.76$2.15$0.40
2013Detailed filing. Detailed filing data is available for this year.$1.92$0.03$1.89$3.94$2.66$1.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.04$0.62$1.74$1.67$0.07
2011Summary only. Only limited summary data is available for this year.$0.60$0.05$1.65$1.48$0.17