Civic Intelligence

Evernorth Loan Fund Inc.

990 • Fiscal year 2019 • EIN 03-0315075

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 03, 2020

Organization ProfileWWW.HVT.ORG

View Organization Page

100 Bank Street Suite 400Burlington, VT 05401

(802) 863-8424

Siviq Scores

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

Liabilities / Assets

26th percentile

0.04x

Higher debt load relative to assets than 26% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

27th percentile

0.09x

Higher debt load relative to revenue than 27% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

68th percentile

10%

Higher net margin than 68% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

59th percentile

$204,577

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

57th percentile

5.5%

Faster asset growth than 57% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

81st percentile

23%

Faster revenue growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$13,169,394

Up $691,764 (+5.5%) from 2018

Net Assets

Up

$12,586,533

Up $670,326 (+5.6%) from 2018

Liabilities

Up

$582,861

Up $21,438 (+3.8%) from 2018

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin68th percentile

Revenue

Up

$6,602,759

Up $1,254,381 (+23%) from 2018

Expenses

Up

$5,932,433

Up $1,193,100 (+25%) from 2018

Net Income

Up

$670,326

Up $61,281 (+10%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$30M$20M$10M$0Assets 2010: $8,821,813Liabilities 2010: $3,049,580Net Assets 2010: $5,772,2332010Assets 2011: $9,528,518Liabilities 2011: $3,384,873Net Assets 2011: $6,143,6452011Assets 2012: $8,980,526Liabilities 2012: $2,425,680Net Assets 2012: $6,554,8462012Assets 2013: $8,554,864Liabilities 2013: $1,495,377Net Assets 2013: $7,059,4872013Assets 2014: $7,653,624Liabilities 2014: $231,460Net Assets 2014: $7,422,1642014Assets 2015: $8,784,977Liabilities 2015: $283,636Net Assets 2015: $8,501,3412015Assets 2016: $11,193,878Liabilities 2016: $341,457Net Assets 2016: $10,852,4212016Assets 2017: $11,861,612Liabilities 2017: $554,449Net Assets 2017: $11,307,1632017Assets 2018: $12,477,630Liabilities 2018: $561,423Net Assets 2018: $11,916,2072018Assets 2019: $13,169,394Liabilities 2019: $582,861Net Assets 2019: $12,586,5332019Assets 2020: $14,824,024Liabilities 2020: $2,911,993Net Assets 2020: $11,912,0312020Assets 2021: $15,343,531Liabilities 2021: $2,502,077Net Assets 2021: $12,841,4542021Assets 2022: $16,980,601Liabilities 2022: $2,867,015Net Assets 2022: $14,113,5862022Assets 2023: $17,211,570Liabilities 2023: $2,483,602Net Assets 2023: $14,727,9682023Assets 2024: $28,141,496Liabilities 2024: $4,436,816Net Assets 2024: $23,704,6802024

Highlighted filing

2019

Assets$13,169,394
Liabilities$582,861
Net Assets$12,586,533
Open 2019 Filing

Operations Trend

Revenue Growth81st percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $4,629,9662010Revenue 2011: $4,030,561Expenses 2011: $3,659,149Net Income 2011: $371,4122011Expenses 2012: $5,484,0682012Revenue 2013: $4,095,618Expenses 2013: $3,590,980Net Income 2013: $504,6382013Revenue 2014: $5,294,575Expenses 2014: $4,931,895Net Income 2014: $362,6802014Revenue 2015: $4,848,201Expenses 2015: $3,769,025Net Income 2015: $1,079,1762015Revenue 2016: $7,269,326Expenses 2016: $4,918,246Net Income 2016: $2,351,0802016Revenue 2017: $5,230,232Expenses 2017: $4,775,490Net Income 2017: $454,7422017Revenue 2018: $5,348,378Expenses 2018: $4,739,333Net Income 2018: $609,0452018Revenue 2019: $6,602,759Expenses 2019: $5,932,433Net Income 2019: $670,3262019Revenue 2020: $4,290,249Expenses 2020: $4,964,751Net Income 2020: -$674,5022020Revenue 2021: $1,936,135Expenses 2021: $1,006,712Net Income 2021: $929,4232021Revenue 2022: $1,512,409Expenses 2022: $740,477Net Income 2022: $771,9322022Revenue 2023: $1,191,774Expenses 2023: $577,392Net Income 2023: $614,3822023Revenue 2024: $9,692,413Expenses 2024: $715,701Net Income 2024: $8,976,7122024

Highlighted filing

2019

Revenue$6,602,759
Expenses$5,932,433
Net Income$670,326
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 3, 2020
Return Version
2019v5.1
Gross Receipts
$6,602,759
Mission and Program Overview

Mission

The mission of housing vermont is to produce permanently affordable housing and enable investments in economic and community development to benefit vermonters through partnerships with communities and the private sector.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$3,375,985$3,914,486▲ $538,501
Accounts Receivable$2,792,316$3,740,353▲ $948,037
Savings and Temporary Cash Investments$1,487,988$2,158,568▲ $670,580
Land, Buildings, and Equipment, Net$488,045$466,860▼ $21,185
Cash and Non-Interest-Bearing Accounts$1,977,252$306,593▼ $1,670,659
Investments Program Related$353,735$178,054▼ $175,681
Prepaid Expenses and Deferred Charges$88,538$82,405▼ $6,133
Total Assets$12,477,630$13,169,394▲ $691,764
Other Assets Total$1,913,771$2,322,075▲ $408,304
Liabilities
Accounts Payable and Accrued Expenses$326,699$357,925▲ $31,226
Deferred Revenue$234,724$224,936▼ $9,788
Total Liabilities$561,423$582,861▲ $21,438
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,916,207$12,586,533▲ $670,326
Total Net Assets Fund Balance$11,916,207$12,586,533▲ $670,326
Total Liabilities and Net Assets / Fund Balance$12,477,630$13,169,394▲ $691,764

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$321,187$76,328$397,515
Equipment$145,673$237,261$382,934
Other Assets Org$2,322,075--
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy OwensPresidentFT$168,668$35,909$204,577
W Eric SchmittVice President, Asset ManaFT$120,612$26,709$147,321
Janet SpitlerTreasurerFT$140,461$4,245$144,706
Kathy BeyerVP - DevelopmentFT$128,531$12,890$141,421
Elizabeth Wagner-boutinVP - Community Investments-$103,793$25,901$129,694

Board Members and Trustees

NameTitle
John VogelChair
Molly LambertVice Chair
Amy DemetrowitzBoard Member
Amy DohnerBoard Member
Andrew BrownBoard Member
Charlie BakerBoard Member
Chip HartBoard Member
Karen GlitmanBoard Member
Karyn HaleBoard Member
Lisa PatlisBoard Member
Walt GreinerBoard Member
Marc LandrySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$964,478
Program Service Revenue
$5,558,380
Investment Income
$79,478
Other Revenue
$423
Change in Net Assets
$670,326

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,148,127
Revenue Not Reported on Financial Statements
$1,454,632
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$1,454,632
Total Revenue per Audited Statements
$5,148,127
Total Revenue per Form 990
$6,602,759
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,976,797
Salaries, Compensation, and Employee Benefits$2,955,636
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,470,063$125,655-$1,595,718
Current Officers, Directors, Trustees, and Key Employees$707,265$60,454-$767,719
All Other Expenses$327,548$27,997-$355,545
Other Employee Benefits$273,267$23,358-$296,625
Depreciation Depletion$205,199$17,540-$222,739
Fees for Services Management$168,947$14,441-$183,388
Occupancy$160,172$13,691-$173,863
Payroll Taxes$156,445$13,372-$169,817
Pension Plan Contributions$115,854$9,903-$125,757
Information Technology$91,798$7,847-$99,645
Fees for Services Legal$80,872$6,913-$87,785
Fees for Services Accounting$59,171$5,058-$64,229
Travel$58,283$4,982-$63,265
Conferences and Meetings$43,312$3,702-$47,014
Advertising$42,953$3,671-$46,624
Office Expenses$37,975$3,246-$41,221
Other Expenses$34,366$2,938-$37,304
Insurance$15,113$1,292-$16,405
Total Functional Expenses$5,578,560$353,873$0$5,932,433

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,932,433
Expenses per Audited Statements$4,477,795
Total Expenses per Audited Statements$4,477,795
Expenses Not Reported on Financial Statements$1,454,638
Other Expense Adjustments$1,454,638
Expenses Not Reported on Form 990$0
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
Yes
Subject to proxy tax
No
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
Yes
Other officer compensation reviewed
Yes
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 A, Line 6

“See explanation for line 7a”

Form 990, Part VI, Section A, Line 7A

“A person or legal entity may be a member of housing vermont upon payment of the annual membership fee. Members have certain voting rights. Membership fees are used to further the mission of housing vermont.”

Form 990, Part VI, Section A, Line 8B

“No such other committees.”

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

“Senior management will review and present to the finance committee who will approve.”

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

“Management collects and reviews conflict of interest disclosures.”

Form 990, Part VI, Section B, Line 15

“Compensation is reviewed and approved by the appropriate senior staff and board of directors.”

Form 990, Part VI, Section C, Line 19

“Available in hard copy at the housing vermont office.”

Filing and Contact Details

Filer

Filer Name
Housing Vermont
EIN
03-0315075
Phone
8028638424
Address
100 BANK STREET SUITE 400, BURLINGTON, VT 05401

Signing Officer

Name
Janet Spitler
Title
Chief Financial Officer
Phone
8028638424
Signed
2020-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janet Spitler
Formed
1988
Legal Domicile
Vt
Voting Board Members
11
Independent Board Members
11
Employees
30
Volunteers
0

Preparer

Firm
Mcsoley Mccoy & Co
Address
118 TILLEY DRIVE STE 202, SOUTH BURLINGTON, VT 05403
Preparer
Connie Fellion
Phone
8026581808
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The organization qualifies as a tax-exempt organization under section 501(c)(3) of the internal revenue code and is exempt from income taxes under section 501(a) of the internal revenue code. In addition, they have been classified as an organization that is not a private foundation under section 509(a)(1) of the internal revenue code. Contributions to the organization qualify for the charitable contribution deduction under internal revenue code section 170(b)(1)(a). Fasb asc 740, income taxes, requires entities to disclose in their financial statements the nature of any uncertainty in their tax positions. For tax exempt entities, tax-exempt status itself is deemed to be an uncertainty, as events could potentially occur to jeopardize their tax-exempt status. Management believes the organization has no uncertain tax positions. The organization anticipates that it will not have a change in uncertain tax positions during the next twelve months that would have a material impact on their consolidated financial statements. If necessary, the organization would accrue interest and penalties on uncertain tax positions as a component of the provision for income taxes. Management believes the organization is no longer subject to income tax examinations for years prior to 2016.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Impairment loss on investments 1,292,006. Amortization of investments 162,626.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Impairment loss on investments 1,292,006. Amortization of investments 162,626. Rounding 6.”

Raw XML AppendixShowing 400 of 3,955 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/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/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP - DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE PRESIDENT, ASSET MANA
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP - COMMUNITY INVESTMENTS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt06602759
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07847
IRS990/InformationTechnologyGrp/ProgramServicesAmt091798
IRS990/InformationTechnologyGrp/TotalAmt099645
IRS990/InsuranceGrp/ManagementAndGeneralAmt01292
IRS990/InsuranceGrp/ProgramServicesAmt015113
IRS990/InsuranceGrp/TotalAmt016405
IRS990/InvestmentIncomeGrp/ExclusionAmt079478
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt079478
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0353735
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0178054
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0313589
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0488045
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0466860
IRS990/LandBldgEquipCostOrOtherBssAmt0780449
IRS990/LegalDomicileStateCd0VT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0350
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF HOUSING VERMONT IS TO PRODUCE PERMANENTLY AFFORDABLE HOUSING AND ENABLE INVESTMENTS IN ECONOMIC AND COMMUNITY DEVELOPMENT TO BENEFIT VERMONTERS THROUGH PARTNERSHIPS WITH COMMUNITIES AND THE PRIVATE SECTOR.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt011916207
IRS990/NetAssetsOrFundBalancesEOYAmt012586533
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt011916207
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt012586533
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt013691
IRS990/OccupancyGrp/ProgramServicesAmt0160172
IRS990/OccupancyGrp/TotalAmt0173863
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03246
IRS990/OfficeExpensesGrp/ProgramServicesAmt037975
IRS990/OfficeExpensesGrp/TotalAmt041221
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01913771
IRS990/OtherAssetsTotalGrp/EOYAmt02322075
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt023358
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0273267
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0296625
IRS990/OtherExpensesGrp/Desc0INVESTMENT EXPENSES
IRS990/OtherExpensesGrp/Desc1BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc2NMTC THIRD PARTY
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07813
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12938
IRS990/OtherExpensesGrp/ProgramServicesAmt01292006
IRS990/OtherExpensesGrp/ProgramServicesAmt1146543
IRS990/OtherExpensesGrp/ProgramServicesAmt291408
IRS990/OtherExpensesGrp/ProgramServicesAmt334366
IRS990/OtherExpensesGrp/TotalAmt01292006
IRS990/OtherExpensesGrp/TotalAmt1146543
IRS990/OtherExpensesGrp/TotalAmt299221
IRS990/OtherExpensesGrp/TotalAmt337304
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0423
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0423
IRS990/OtherRevenueTotalAmt0423
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0125655
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01470063
IRS990/OtherSalariesAndWagesGrp/TotalAmt01595718
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt03375985
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt03914486
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013372
IRS990/PayrollTaxesGrp/ProgramServicesAmt0156445
IRS990/PayrollTaxesGrp/TotalAmt0169817
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09903
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0115854
IRS990/PensionPlanContributionsGrp/TotalAmt0125757
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt088538
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt082405
IRS990/PrincipalOfficerNm0JANET SPITLER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0DEVELOPMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1TAX CREDIT SYNDICATION
IRS990/ProgramServiceRevenueGrp/Desc2MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc3STATE TAX CREDITS
IRS990/ProgramServiceRevenueGrp/Desc4CONSULTING INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02150567
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11949182
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2818758
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3615679
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt424194
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02150567
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11949182
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2818758
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3615679
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt424194
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt085250
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0122491
IRS990/PYOtherExpensesAmt02016643
IRS990/PYOtherRevenueAmt0198
IRS990/PYProgramServiceRevenueAmt05140439
IRS990/PYRevenuesLessExpensesAmt0609045
IRS990/PYSalariesCompEmpBnftPaidAmt02722690
IRS990/PYTotalExpensesAmt04739333
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05348378
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0670326
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05558803
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01487988
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02158568
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0964478
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt085250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0227675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02077250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt066940
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03421593
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt079478
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0122491
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0145981
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt054777
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0138500
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0541227
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05558380
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05140439
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02425200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02969755
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02940708
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt019034482
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt079478
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0122491
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0145981
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt054777
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0138500
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0541227
IRS990ScheduleA/InvestmentIncomeCYPct00.02350
IRS990ScheduleA/InvestmentIncomePYPct00.03100
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0423
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0198
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt07549
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0923
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01828

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,169,394
Liabilities
$582,861
Net assets
$12,586,533
Revenue
$6,602,759
Expenses
$5,932,433
Net income
$670,326
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.1$4.44$23.7$9.69$0.72$8.98
2023Detailed filing. Detailed filing data is available for this year.$17.2$2.48$14.7$1.19$0.58$0.61
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$2.87$14.1$1.51$0.74$0.77
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$2.50$12.8$1.94$1.01$0.93
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$2.91$11.9$4.29$4.96$0.67
2019Detailed filing. Detailed filing data is available for this year.$13.2$0.58$12.6$6.60$5.93$0.67
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$0.56$11.9$5.35$4.74$0.61
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$0.55$11.3$5.23$4.78$0.45
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.34$10.9$7.27$4.92$2.35
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.78$0.28$8.50$4.85$3.77$1.08
2014Detailed filing. Detailed filing data is available for this year.$7.65$0.23$7.42$5.29$4.93$0.36
2013Detailed filing. Detailed filing data is available for this year.$8.55$1.50$7.06$4.10$3.59$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.98$2.43$6.55$5.48
2011Summary only. Only limited summary data is available for this year.$9.53$3.38$6.14$4.03$3.66$0.37
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.82$3.05$5.77$4.63