Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
WISCONSIN HISPANIC SCHOLARSHIP FOUNDATION INC
Employer identification number
39-1522543
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (see instructions)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2013.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
159,992
199,777
162,848
120,953
65,589
709,159
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
1,026,466
1,321,613
1,251,503
1,302,384
1,534,931
6,436,897
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
1,186,458
1,521,390
1,414,351
1,423,337
1,600,520
7,146,056
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
7,146,056
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
1,186,458
1,521,390
1,414,351
1,423,337
1,600,520
7,146,056
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
1,186,458
1,521,390
1,414,351
1,423,337
1,600,520
7,146,056
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
100.000 %
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
100.000 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
0 %
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2013.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2012.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
WISCONSIN HISPANIC SCHOLARSHIP FOUNDATION INC
Employer identification number
39-1522543
Return Reference
Explanation
FORM 990 - ORGANIZATION'S MISSION
OUR MISSION PROVIDES A CULTURAL AND EDUCATIONAL ENVIRONMENT TO ENHANCE AND IMPROVE ACADEMIC SUCCESS OF THE HISPANIC COMMUNITY WHILE PROMOTING A BETTER UNDERSTANDING OF THE ARTS, HISTORY, LITERATURE AND PERPETUATION OF HISPANIC CULTURE. WISCONSIN HISPANIC SCHOLARSHIP FOUNDATION ASSISTS IN OPENING OPPORTUNITIES FOR ADVANCEMENT OF THE QUALITY OF LIFE AMONG HISPANICS. YEAR-ROUND ACTIVITIES OF THE WISCONSIN HISPANIC SCHOLARSHIP FOUNDATION (WHSF) SERVE AS A VEHICLE BY WHICH TO PROVIDE, ENHANCE AND UNDERSTAND THE CULTURAL, EDUCATIONAL, ARTISTIC, ECONOMIC DEVELOPMENT AND LITERARY ENVIRONMENT OF THE HISPANIC COMMUNITY IN THE METRO MILWAUKEE AREA, AS WELL AS THROUGHOUT THE STATE AND THE COUNTRY. WHSF STAGES AN ANNUAL THREE DAY FESTIVAL (MEXICAN FIESTA) ON THE LAKEFRONT SUMMERFEST GROUNDS EACH AUGUST, AN EVENT UNDERTAKEN BY THE ORGANIZATION'S ARMY OF 1,000 VOLUNTEERS AND ATTENDED BY AS MANY AS 75,000 FESTGOERS. ANCHORING THE GROUNDS, IS THE HUGE CULTURAL VILLAGE WITH ARTISANS, VENDORS, AND EXHIBITORS FROM MEXICO AND ANOTHER COUNTRIES, AS WELL AS EDUCATIONAL FORUMS. AS MANY AS 600 MUSICAL & DANCE PARTICIPANTS FROM MEXICO, SOUTH AMERICA AND THROUGHOUT THE UNITED STATES ARE A MAJOR ATTRACTION. ETHNICITY PLAYS A KEY ROLE ALSO WITH AN ARRAY OF MEXICAN FOOD AND BEVERAGES FROM AS MANY AS 100 VENDORS. NEARLY 100 VENDORS FILL A MARKET SQUARE AND AMONG THE MANY ATTRACTIONS ARE A CHILDREN'S AREA, A UNIQUE CAR SHOW, AND AMUSEMENT RIDES. TO MEET THE NEEDS OF A LARGE FESTIVAL AUDIENCE, THERE IS A SOCIAL SERVICE RESOURCE CENTER. MOST IMPORTANTLY, A NUMBER OF BEVERAGE TENTS ARE STAFFED BY LOCAL COMMUNITY NON-PROFIT ORGANIZATIONS, PROVIDING AN ECONOMIC STAPLE TO THESE VALUED ENTITIES. CRITICALLY IMPORTANT IS WHSF'S ONGOING WORK WITH THE MEXICAN EMBASSY IN CHICAGO. SEVERAL TIMES A YEAR, OUR OFFICES PROVIDE THE SETTING FOR VALUED CONSULAR ACTIVITIES SUCH AS PROVISION OF MEXICAN ID (MATRICULAS) AND PASSPORTS, AS WELL AS IMPORTANT INFORMATIONAL ACTIVITIES FOR LOCAL RESIDENTS WHO MIGHT OTHERWISE HAVE TO TRAVEL TO ILLINOIS. ALSO, CRUCIAL TO OUR FOUNDATION, IS TO CONFRONT PUBLIC HEALTH ISSUES THAT AFFECT OUR COMMUNITY, THIS IS WHY OUR FOUNDATION YEARS AGO MADE THE DECISION TO DEVELOP THE "FIESTA WALK" WITH THE OBJECTIVES TO CREATE AND MAXIMIZE PUBLIC AWARENESS OF THE DEVASTATING EFFECTS OF OBESITY AND DIABETES AND SECONDLY, TO ENCOURAGE POSITIVE PREVENTION STRATEGIES, ESPECIALLY TO THOSE THAT WILL ENABLE FAMILIES TO LEAD A SIGNIFICANTLY BETTER HEALTHY LIFE STYLE. TRADITION PLAYS A KEY ROLE IN OUR ENDEAVORS ALSO. EACH JANUARY, THE WHSF HOSTS A DAY OF EPIPHANY WHICH FINDS YOUNG PEOPLE ENJOYING LIGHT SNACKS, MUSIC AND CULTURAL ENTERTAINMENT, PLUS SPECIAL GIFTS. UP TO 800 HAVE ATTENDED THIS EVENT. OUTREACH TO FAMILIES IS AN ESSENTIAL ELEMENT OF WHSF'S AGENDA AND SO AN ANNUAL TACO DINNER IS HELD EACH SPRING AT A LOCAL PUBLIC SCHOOL. IT'S POPULARITY INCREASES EACH YEAR BECAUSE THE FEATURE IS AN ALL-YOU-CAN-EAT DINNER WITH ALL THE TRIMMINGS. ESPECIALLY ATTRACTIVE TO LARGE FAMILIES WITH CHILDREN, THE DINNER FEATURES ENTERTAINING DANCE, MUSIC, AND CULTURAL PERFORMANCES. THE ORGANIZATION ALSO UNDERSTANDS THE IMPORTANCE THAT SPORTING EVENTS PLAY IN BRINGING TOGETHER MEMBERS OF THE COMMUNITY, SPONSORS, VENDORS AND INDIVIDUALS FROM VARIOUS INSTITUTIONS THROUGHOUT THE METRO AREA TO RAISE SCHOLARSHIP FUNDS FOR HISPANIC STUDENTS. THAT IS THE REASON FOR TWO SUMMER GOLF TOURNAMENTS, EVENTS WHICH ATTRACT AS MANY AS 200 GOLFERS. A MILWAUKEE TRADITION IS THE ANNUAL HOLIDAY FOLK FAIR, A SHOWCASE FOR THE CITY'S MANY ETHNIC GROUPS. WHSF IS PLEASED TO JOIN WITH A MYRIAD OF CULTURES UNDER ONE ROOF AND CELEBRATE THE DIVERSITY OF THIS GREAT COMMUNITY. AS MANY AS 150 ETHNIC GROUPS AND CULTURES ARE REPRESENTED AT ANY ONE TIME. FOR WHSF, EDUCATION BECOMES A VALUED COMPONENT OF OUR EXISTENCE. DESERVING YOUNG MEN AND WOMEN STRIVING FOR HIGHER EDUCATION ARE THE RECIPIENTS OF A SCHOLARSHIP AWARDS PROGRAM WHICH HAS DISPENSED NEARLY 1,000,000 OVER THE YEARS TO MORE THAN 700 STUDENTS, FRATERNITIES, SORORITIES AND MORE THAN 12 NON-PROFIT ORGANIZATIONS. AMONG OTHER PROGRAMS DEVELOPED WITH THE SUPPORT OF THE MEXICAN GOVERNMENT , PUBLIC SECTOR, PRIVATE AND COMMUNITY THE WHSF / MEXICAN FIESTA PLAYS AN IMPORTANT ROLE IN THE ECONOMIC DEVELOPMENT OF THE STATE OF WISCONSIN AS WELL AS SOME OF THE STATES OF MEXICO . THE MEXICAN FIESTA EVENT PROVIDES ADDITIONAL SPENDING IN THE ECONOMY, GENERATING INCOME , CREATING JOBS AND BRINGING ECONOMIC PROSPERITY OF THE AFFECTED REGIONS. THE WHSF / MEXICAN FIESTA HAS SUPPORTED ECONOMIC DEVELOPMENT PROGRAMS THAT STARTS WITH : A) COMMERCIAL AGENDAS FOR WISCONSIN ENTREPRENEURS WHO HAVE THE INTEREST TO EXPLORE THE MEXICAN MARKET AND VICEVERSE WITH MEXICAN ENTREPRENEURS LOOKING TO EXPAND THEIR BUSINESS HERE IN WISCONSIN ( MIDWEST ), B) DEVELOPMENT OF MARKETING STRATEGIES TO ATTRACT VISITORS TO THE CITY OF MILWAUKEE , AS WELL AS PEOPLE FROM OTHER PARTS OF THE COUNTRY AND EVEN ABROAD , D) TRADE, MARKETING, PROMOTION AND EXPOSURE OF MEXICAN PRODUCTS DURING FIESTA. E) UNIQUE MARKET : INTERNATIONAL AND NATIONAL AUDIENCE (75,000 FESTGOERS) MULTIRACIAL, MULTICULTURAL, FAMILY ORIENTED EVENT. THE ECONOMIC IMPACT OF WHSF/MEXICAN FIESTA THROUGH DIFFERENT SECTORS IS BENEFITING DIFFERENT SECTORS OF OUR LOCAL ECONOMIC SUCH HOTELS RESTAURANTS , ENTERTAINMENT VENUES , SHOPPING RETAIL , FOOD AND BEVERAGE , AS WELL AS EMPLOYMENT SERVICES, REAL ESTATE AND OTHER PERSONAL SERVICES. OVER THE THREE DAYS OF FIESTA MEXICANA, THE ESTIMATED ECONOMIC IMPACT IN THE CITY OF MILWAUKEE IS ABOUT 6,000,000.00 WITH AN ESTIMATED INCIDENCE IN WISCONSIN TAXES OF 324,868.00 (STATE AND LOCAL) PER YEAR. THESE RESULTS DO NOT INCLUDE THE SOCIAL AND CULTURAL IMPACT GENERATED BY DIFFERENT ACTIVITIES AND EVENTS ORGANIZED BY THE FOUNDATION DURING THE YEAR.
FORM 990, PAGE 1, PART I, LINE 6
ALL FUNDRAISING EVENTS, INCLUDING THE MEXICAN FIESTA, IS STAFFED BY VOLUNTEERS. ALSO, SCHOLARSHIP RECIPIENTS ARE REQUIRED TO VOLUNTEER FOR THE FIESTA.
FORM 990, PAGE 6, PART VI, LINE 2
OSCAR CERVERA OSCAR CERVERA BOARD MEMBER BOARD MEMBER SPOUSE IS A BOARD MEMBER MARJORIE CERVERA MARJORIE CERVERA BOARD MEMBER BOARD MEMBER SPOUSE IS A BOARD MEMBER ASAEL RUIZ ASAEL RUIZ BOARD MEMBER BOARD MEMBER SON IS A BOARD MEMBER RICARDO RUIZ RICARDO RUIZ BOARD MEMBER BOARD MEMBER FATHER IS A BOARD MEMBER
FORM 990, PAGE 6, PART VI, LINE 11B
THE FORM 990 IS GIVEN IN DRAFT FORMAT TO THE EXECUTIVE DIRECTOR, WHO THEN PRESENTS IT TO THE BOARD OF DIRECTORS. ONE OF THE OFFICERS SIGNS THE FORM 8879-EO FOR EFILING.
FORM 990, PAGE 6, PART VI, LINE 15A
BOARD APPROVES OF EXECUTIVE DIRECTOR'S COMPENSATION. ELECTED OFFICERS OF THE CORPORATION SHALL NOT RECEIVE COMPENSATION FOR SERVING AS OFFICERS. HOWEVER, OFFICERS MAY RECEIVE REIMBURSEMENT FOR REASONABLE EXPENSES INCURRED IN CONNECTION WITH CORPORATE MATTERS, PROVIDED THAT SUCH REIMBURSEMENT IS AUTHORIZED BY THE AFFIRMATIVE VOTE OF A MAJORITY OF DIRECTORS AT A MEETING OF THE BOARD OF DIRECTORS AT WHICH A QUORUM IS PRESENT.
FORM 990, PAGE 6, PART VI, LINE 19
A WRITTEN REQUEST FOR FINANCIAL STATEMENTS MAY BE SUBMITTED TO THE ORGANIZATION TO THE ADDRESS LISTED ON THE FIRST PAGE OF THIS RETURN. THE ORGANIZATION'S FILED 990S ARE AVAILABLE ON GUIDESTAR.ORG.
FORM 990, PART XI, LINE 9
PRIOR YEAR ACCOUNTING ADJUSTMENTS 13,607
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.