US Mexico Foundation FY2020 filing

Tax-deductible

Washington, DC501(c)(3)Foundations & GrantmakersEIN 74-2984884Revenue $712K in FY2020

On file with the IRSusmexicofound.org1250 H Street Nw, 20005-3952 · Washington, DCTax-exempt since Sep 2001Publicly supported charity — 170(b)(1)(A)(vi)

This page gets seen. Tell your story. Claim this org.

To promote binational understanding and collaboration between the United States and Mexico.

501(c)(3) charity; gifts are tax-deductible.
72¢ of each $1 spent went to programs.
$267K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $115K a year · 6% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
72%
of spending
Fine: 72% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$267K
to officers and key staff · 46% of spending
Concern: pay to officers and key staff is 46% of spending; over 30%.
Pt VII · Sec A
Cash reserves
11 mo
of spending, in cash
Looks good: 11.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $79K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$76K
14% of total assets
Looks good: liabilities are 14% of assets; 50% or less.
Pt X · Ln 26
Independent board members
20
of 21 voting members
Looks good: 20 of 21 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$712K
Spent
$575K
To programs
72%
Net assets
$467K
By yearFY2020–FY2024
Revenue
$712K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$712K
FY2021$993K
FY2022$1.8M
FY2023$2.7M
FY2024$2.8M
Expenses
$575K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$575K
FY2021$827K
FY2022$1.6M
FY2023$2.7M
FY2024$2.7M
Net assets
$467K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$467K
FY2021$634K
FY2022$801K
FY2023$688K
FY2024$754K

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 2001.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

72 cents of each dollar spent went to programs.

Program services 72% · $416K Management & general 20% · $118K Fundraising 7% · $41K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

21 people listed on the 990; $267K paid to officers and key staff.

Part VII, Section A · reportable compensation
Board Member/Management Co
$266,667Pt VII · Sec A
Vice Chair of the Board
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Enrique Perret Erhard’s $420K as Managing Dir is at the 99th percentile of top reported officer pay among 1690 $1–10M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Enrique Perret Erhard$419,541$378,804$262,735$250,000$266,667

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See US Mexico Foundation executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Fosters binational understanding and collaboration between the United States and Mexico.

Questions for US Mexico Foundation

Tap to ask. US Mexico Foundation sees how many people are interested.

Your first name shows with your question. US Mexico Foundation answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

3 programs · $271K · in their own filed words · FY2020
01

The U.S.-MEXICO 360 public diplomacy initiative, from the U.S.-MEXICO foundation, provides the opportunity for U.S. And mexican leaders from businesses, think tanks and other research institutions, schools and universities, and ngos to meet counterparts on a professional educational exchange in mexico and the U.S.

$175Kprogram expense
02

Convocation

This is an educational program where experts and former ambassadors from the united states to mexico and from mexico to the united states convene yearly to discuss the future of the bilateral relationship.

$69Kprogram expense
03

Podcast, Proyecto 1954

Proyecto 1954 us-mx, is a binational podcast that opens the microphones with educational and didactic purposes, to tell stories that emanate from the existing ties between mexico and the united states.

$27Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 4 funders →
Grants paid · 2 grants · $74K · 2021–2022

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$712K
Ln 12
Gifts and grantsLn 1h$636K
Other incomeLn 4–11$75K
Investment incomeLn 3$817
Money outPt IX
$575K
Ln 25
Programscol B$416K
Managementcol C$118K
Fundraisingcol D$41K
Owns and owesPt X
$467K
net assets · Ln 32
Cash and savingsLn 1–2$543K
Total assetsLn 16$543K
LiabilitiesLn 26$76K
PeoplePt VI, VII
21
listed · VII A
PaidVII A1
Voting boardVI 1a21
IndependentVI 1b20
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$636K
Government grantsLn 1e$67K
Investment incomeLn 3$817
Other incomeLn 4–11$75K
Total revenueLn 12$712K
Assets in detailPt X, end of year
CashLn 1$134K
SavingsLn 2$409K
Cash and savings togetherLn 1–2$543K
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$300
Total assetsLn 16$543K
LiabilitiesLn 26$76K
Net assetsLn 32$467K
OperationsPt I, VI
EmployeesI 54
VolunteersI 623
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$424K$543K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$465K$543K
LiabilitiesLn 26$135K$76K
Net assetsLn 32$331K$467K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants and assistance to foreign recipientsLn 3$30K$30K
Pay of current officers, directors and key staffLn 5$282K$197K$56K$28K
Other salaries and wagesLn 7$74K$51K$15K$7K
Other employee benefitsLn 9$11K$8K$2K$1K
Payroll taxesLn 10$22K$15K$4K$2K
Legal feesLn 11b$451$361$45$45
Accounting feesLn 11c$14K$2K$12K$137
Other fees for servicesLn 11g$65K$64K$728
Office expensesLn 13$2K$629$2K$20
Information technologyLn 14$13K$3K$10K
OccupancyLn 16$15K$4K$11K$152
TravelLn 17$35K$32K$2K$2K
Other expenses (24a–d)Ln 24$10K$7K$2K$367
All other expensesLn 24e$816$403$388$25
Total functional expensesLn 25$575K$416K$118K$41K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $2.8M$2.7M$67K$754K 990 PDF
FY2023 $2.7M$2.7M$39K$688K 990 PDF
FY2022 $1.8M$1.6M$167K$801K 990 PDF
FY2021 $993K$827K$166K$634K 990 PDF
FY2020 Viewing $712K$575K$136K$467K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $711,502 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $660,092$635,685
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $1,898$817
I-11 Other revenuePrior year $0$75,000
I-12 Total revenuePrior year $661,990$711,502
I-13 Grants and similar amounts paidPrior year $85,687$29,988
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $405,131$389,118
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $426,787$155,957
I-18 Total expensesPrior year $917,605$575,063
I-19 Revenue less expensesPrior year −$255,615$136,439
Part VI · Governance 20 of 21 board members independent, 1 to look at
VI-1a Voting members of the governing body21
VI-1b Independent voting members20
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $711,502 across 6 lines filed
VIII-1e Government grants$67,100
VIII-1f All other contributions, gifts and grants$568,585
VIII-1h Total contributions, gifts and grants$635,685
VIII-3 Investment incomeExcluded from tax $817$817
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $75,000$75,000
VIII-12 Total revenueRelated to mission $75,000 · Unrelated business $0 · Excluded from tax $817$711,502
Part IX · Statement of functional expenses $575,063 across 14 lines filed
IX-3 Grants and assistance to foreign recipientsPrograms $29,988$29,988
IX-5 Pay of current officers, directors and key staffPrograms $197,496 · Management $56,427 · Fundraising $28,214$282,137
IX-7 Other salaries and wagesPrograms $51,477 · Management $14,708 · Fundraising $7,354$73,539
IX-9 Other employee benefitsPrograms $7,931 · Management $2,266 · Fundraising $1,133$11,330
IX-10 Payroll taxesPrograms $15,479 · Management $4,422 · Fundraising $2,211$22,112
IX-11b Legal feesPrograms $361 · Management $45 · Fundraising $45$451
IX-11c Accounting feesPrograms $2,054 · Management $11,503 · Fundraising $137$13,694
IX-11g Other fees for servicesPrograms $64,157 · Management $728$64,885
IX-13 Office expensesPrograms $629 · Management $1,667 · Fundraising $20$2,316
IX-14 Information technologyPrograms $2,836 · Management $10,271$13,107
IX-16 OccupancyPrograms $3,806 · Management $11,266 · Fundraising $152$15,224
IX-17 TravelPrograms $31,869 · Management $1,771 · Fundraising $1,771$35,411
IX-24 Other expenses (24a–d)Programs $7,401 · Management $2,285 · Fundraising $367$10,053
IX-24e All other expensesPrograms $403 · Management $388 · Fundraising $25$816
IX-25 Total functional expensesPrograms $415,887 · Management $117,747 · Fundraising $41,429$575,063
Part X · Balance sheet $543,406 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $85,698$133,965
X-2 Savings and temporary cash investmentsStart of year $338,325$409,141
X-10c Land, buildings and equipment, netStart of year $0$0
X-15 Other assetsStart of year $1,500$300
X-16 Total assetsStart of year $465,465$543,406
X-17 Accounts payable and accrued expensesStart of year $109,762$76,262
X-26 Total liabilitiesStart of year $134,762$76,262
X-27 Net assets without donor restrictionsStart of year $182,774$121,718
X-28 Net assets with donor restrictionsStart of year $147,929$345,426
X-32 Total net assets or fund balancesStart of year $330,703$467,144
X-33 Total liabilities and net assetsStart of year $465,465$543,406
Part XI · Reconciliation of net assets $467,144 net assets at year end
XI-1 Total revenue$711,502
XI-2 Total expenses$575,063
XI-3 Revenue less expenses$136,439
XI-4 Net assets at start of year$330,703
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$467,144

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.