Civic Intelligence

Bclf Ventures Inc.

990 • Fiscal year 2018 • EIN 04-3246552

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 21, 2019

Organization ProfileHTTPS:/BLUEHUBCAPITAL.ORG
10 Malcolm X BoulevardBoston, MA 02119

(617) 427-8600

Siviq Scores

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

Liabilities / Assets

84th percentile

0.78x

Higher debt load relative to assets than 84% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

96th percentile

8.21x

Higher debt load relative to revenue than 96% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

82nd percentile

29%

Higher net margin than 82% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

82nd percentile

$757,050

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

58th percentile

4.7%

Faster asset growth than 58% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

64th percentile

9.7%

Faster revenue growth than 64% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$96,966,833

Up $4,349,837 (+4.7%) from 2017

Net Assets

Up

$21,498,791

Up $142,369 (+0.7%) from 2017

Liabilities

Up

$75,468,042

Up $4,207,468 (+5.9%) from 2017

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin82nd percentile

Revenue

Up

$9,189,869

Up $815,632 (+9.7%) from 2017

Expenses

Up

$6,504,991

Up $959,443 (+17%) from 2017

Net Income

Down

$2,684,878

Down $143,811 (-5.1%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$150M$100M$50M$0Assets 2010: $8,379,336Liabilities 2010: $3,920,470Net Assets 2010: $4,458,8662010Assets 2011: $9,194,481Liabilities 2011: $5,082,407Net Assets 2011: $4,112,0742011Assets 2012: $7,294,200Liabilities 2012: $5,320,315Net Assets 2012: $1,973,8852012Assets 2013: $47,272,854Liabilities 2013: $43,192,107Net Assets 2013: $4,080,7472013Assets 2014: $46,562,895Liabilities 2014: $41,268,736Net Assets 2014: $5,294,1592014Assets 2015: $65,016,508Liabilities 2015: $47,788,981Net Assets 2015: $17,227,5272015Assets 2016: $69,753,021Liabilities 2016: $51,225,288Net Assets 2016: $18,527,7332016Assets 2017: $92,616,996Liabilities 2017: $71,260,574Net Assets 2017: $21,356,4222017Assets 2018: $96,966,833Liabilities 2018: $75,468,042Net Assets 2018: $21,498,7912018Assets 2019: $107,082,477Liabilities 2019: $83,299,276Net Assets 2019: $23,783,2012019Assets 2020: $107,589,450Liabilities 2020: $80,887,893Net Assets 2020: $26,701,5572020Assets 2021: $104,642,516Liabilities 2021: $76,824,704Net Assets 2021: $27,817,8122021Assets 2022: $91,889,237Liabilities 2022: $61,305,874Net Assets 2022: $30,583,3632022Assets 2023: $82,525,458Liabilities 2023: $50,971,168Net Assets 2023: $31,554,2902023Assets 2024: $81,992,387Liabilities 2024: $49,435,189Net Assets 2024: $32,557,1982024

Highlighted filing

2018

Assets$96,966,833
Liabilities$75,468,042
Net Assets$21,498,791
Open 2018 Filing

Operations Trend

Revenue Growth64th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,356,2532010Revenue 2011: $1,341,002Expenses 2011: $1,687,794Net Income 2011: -$346,7922011Expenses 2012: $2,191,9032012Revenue 2013: $5,320,459Expenses 2013: $3,213,597Net Income 2013: $2,106,8622013Revenue 2014: $5,537,069Expenses 2014: $4,323,657Net Income 2014: $1,213,4122014Revenue 2015: $16,646,485Expenses 2015: $4,713,117Net Income 2015: $11,933,3682015Revenue 2016: $5,991,695Expenses 2016: $4,691,489Net Income 2016: $1,300,2062016Revenue 2017: $8,374,237Expenses 2017: $5,545,548Net Income 2017: $2,828,6892017Revenue 2018: $9,189,869Expenses 2018: $6,504,991Net Income 2018: $2,684,8782018Revenue 2019: $9,250,974Expenses 2019: $6,966,564Net Income 2019: $2,284,4102019Revenue 2020: $9,107,552Expenses 2020: $6,189,196Net Income 2020: $2,918,3562020Revenue 2021: $7,116,147Expenses 2021: $5,999,892Net Income 2021: $1,116,2552021Revenue 2022: $7,927,140Expenses 2022: $5,502,240Net Income 2022: $2,424,9002022Revenue 2023: $5,841,242Expenses 2023: $5,315,539Net Income 2023: $525,7032023Revenue 2024: $6,374,260Expenses 2024: $5,371,352Net Income 2024: $1,002,9082024

Highlighted filing

2018

Revenue$9,189,869
Expenses$6,504,991
Net Income$2,684,878
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 21, 2019
Return Version
2018v3.1
Gross Receipts
$9,189,869
Mission and Program Overview

Mission

Community venture capital

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$79,287,474$81,902,005▲ $2,614,531
Cash and Non-Interest-Bearing Accounts$10,521,728$12,443,186▲ $1,921,458
Accounts Receivable$1,162,963$1,445,473▲ $282,510
Savings and Temporary Cash Investments$1,626,246$1,161,474▼ $464,772
Prepaid Expenses and Deferred Charges$18,585$14,695▼ $3,890
Total Assets$92,616,996$96,966,833▲ $4,349,837
Liabilities
Mortgage Notes Payable Secured by Investment Property$64,127,533$72,600,544▲ $8,473,011
Other Liabilities$6,831,063$2,628,673▼ $4,202,390
Accounts Payable and Accrued Expenses$301,978$238,825▼ $63,153
Total Liabilities$71,260,574$75,468,042▲ $4,207,468
Net Assets / Fund Balance
Unrestricted Net Assets$21,356,422$21,498,791▲ $142,369
Total Net Assets Fund Balance$21,356,422$21,498,791▲ $142,369
Total Liabilities and Net Assets / Fund Balance$92,616,996$96,966,833▲ $4,349,837

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$894,310--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dewitt JonesExecutive VP & Ex-officioPT$264,638$71,734$336,372
Anne DepewGeneral Manager, SunPT$128,074$6,690$134,764
Anne LasalviaCompliance ManagerPT$89,348$29,756$119,104
Stacey AbramsUnderwriting ManagerPT$86,684$27,884$114,568
Elyse CherryPresident & Ex-officio Boa-$73,680$31,561$105,241
Lisa ZappalaChief Financial Officer-$26,951$6,108$33,059
E Matthew GautieriController-$26,869$5,392$32,261
Catherine Dun RappaportVP, Learning and Impact Measurement-$15,772$4,240$20,012

Board Members and Trustees

NameTitle
Charles ClarkChairman of the Board
Edward Dugger IiiBoard Member
Julie GouldBoard Member
Maria MaffeiBoard Member
Mercedes TompkinsBoard Member
Victor R RiveraBoard Member
Rev James Walsh SjClerk of the Board
Sharon ShepardManaging Director
Sarah C LincolnTreasurer of the Board
Susan RiversChief Communications Officer
Kathryn MchughSenior Lender
Michael NillesSenior Lender
Michelle VolpeSenior VP & Ex-officio Boa

Highest Paid Contractors

ContractorServicesLocationCompensation
Dovenmuehle Mortgage INCMortgage Loan Servicing1 CORPORATE DR STE 360, Lake Zurich, IL 60047$100,394
Revenue and Support

Revenue Composition

Contributions and Grants
$1,000,000
Program Service Revenue
$6,113,494
Investment Income
$44,659
Other Revenue
$2,031,716
Change in Net Assets
$2,684,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,121,044
Salaries, Compensation, and Employee Benefits$2,383,947
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$2,438,830--$2,438,830
Other Salaries and Wages$1,148,831$540,625-$1,689,456
Office Expenses$322,388$801,338-$1,123,726
Current Officers, Directors, Trustees, and Key Employees$265,996$125,176-$391,172
Other Employee Benefits$135,265$63,653-$198,918
Fees for Services Other$108,165$52,736-$160,901
Payroll Taxes$70,993$33,408-$104,401
Fees for Services Legal-$57,236-$57,236
Insurance$25,892$12,185-$38,077
Advertising$22,757$10,709-$33,466
Depreciation Depletion$17,500$8,235-$25,735
Travel$11,652$5,484-$17,136
Conferences and Meetings$4,569$11,345-$15,914
Fees for Services Accounting-$11,116-$11,116
Other Expenses$4,365$2,054-$6,419
Total Functional Expenses$4,705,229$1,799,762$0$6,504,991
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$2,628,673
Governance and Compliance

Governance Checklist

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

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

“The ceo, cfo, controller, and finance committee review the 990 before going to the board for approval.”

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

“The controller reviews the annual signed conflict of interest policies for any conflicts to be disclosed to the board. If conflicts arise, they are addressed accordingly.”

Form 990, Part VI, Section B, Line 15

“Every few years, a salary survey of the industry is performed to ensure that the organization's salary expenses are reasonable. The executive committee of the board meets to set the salary ranges for all positions and to approve the ceo's compensation for the year. The executive committee keeps minutes of each meeting.”

Form 990, Part VI, Section C, Line 19

“The financial statements are available on the corporation's website. Governing documents and conflict of interest policy are available upon request.”

Filing and Contact Details

Filer

Filer Name
Bclf Ventures Inc
EIN
04-3246552
Phone
6174278600
Address
10 MALCOLM X BOULEVARD, BOSTON, MA 02119

Signing Officer

Name
Lisa Zappala
Title
Chief Financial Officer
Phone
6174278600
Signed
2019-08-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Zappala
Formed
1994
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
8
Employees
53
Volunteers
8

Preparer

Firm
Alexander Aronson Finning & Co Pc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
Thomas a Washburn CPA
Phone
5083669100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Changes in net assets from discontinued operations -2,542,509.”

Financial Statement Notes

PART X, LINE 2:

“The corporation accounts for uncertainty in income taxes in accordance with asc topic, income taxes. This standard clarifies the accounting for uncertainty in tax positions and prescribes a recognition threshold and measurement attribute for the financial statements regarding a tax position taken or expected to be taken in a tax return. The corporation has determined that there are no uncertain tax positions which qualify for either recognition or disclosure in the financial statements at december 31, 2018.”

Raw XML AppendixShowing 400 of 1,176 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/PersonNm1SARAH C LINCOLN
IRS990/Form990PartVIISectionAGrp/PersonNm2REV JAMES WALSH SJ
IRS990/Form990PartVIISectionAGrp/PersonNm3EDWARD DUGGER III
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IRS990/Form990PartVIISectionAGrp/PersonNm5MARIA MAFFEI
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IRS990/Form990PartVIISectionAGrp/PersonNm11SHARON SHEPARD
IRS990/Form990PartVIISectionAGrp/PersonNm12LISA ZAPPALA
IRS990/Form990PartVIISectionAGrp/PersonNm13E MATTHEW GAUTIERI
IRS990/Form990PartVIISectionAGrp/PersonNm14ANNE LASALVIA
IRS990/Form990PartVIISectionAGrp/PersonNm15MICHAEL NILLES
IRS990/Form990PartVIISectionAGrp/PersonNm16SUSAN RIVERS
IRS990/Form990PartVIISectionAGrp/PersonNm17CATHERINE DUN RAPPAPORT
IRS990/Form990PartVIISectionAGrp/PersonNm18STACEY ABRAMS
IRS990/Form990PartVIISectionAGrp/PersonNm19ANNE DEPEW
IRS990/Form990PartVIISectionAGrp/PersonNm20KATHRYN MCHUGH
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/ReportableCompFromOrgAmt8103180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9313638
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1231951
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1328669
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1498948
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1716772
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1886684
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19128074
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
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/ReportableCompFromRltdOrgAmt8633623
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt964417
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10316064
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11420785
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12237560
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13195238
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1461955
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15199115
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16231604
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17140945
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1818670
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1932019
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20194741
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt2CLERK OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT & EX-OFFICIO BOA
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE VP & EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt10SENIOR VP & EX-OFFICIO BOA
IRS990/Form990PartVIISectionAGrp/TitleTxt11MANAGING DIR.
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt14COMPLIANCE MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt15SENIOR LENDER
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF COMMUNICATIONS OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP, LEARNING AND IMPACT MEASUREMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18UNDERWRITING MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt19GENERAL MANAGER, SUN
IRS990/Form990PartVIISectionAGrp/TitleTxt20SENIOR LENDER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt09189869
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt012185
IRS990/InsuranceGrp/ProgramServicesAmt025892
IRS990/InsuranceGrp/TotalAmt038077
IRS990/InterestGrp/ProgramServicesAmt02438830
IRS990/InterestGrp/TotalAmt02438830
IRS990/InvestmentIncomeGrp/ExclusionAmt044659
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt044659
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt079287474
IRS990/InvestmentsProgramRelatedGrp/EOYAmt081902005
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0COMMUNITY VENTURE CAPITAL
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt064127533
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt072600544
IRS990/NetAssetsOrFundBalancesBOYAmt021356422
IRS990/NetAssetsOrFundBalancesEOYAmt021498791
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0801338
IRS990/OfficeExpensesGrp/ProgramServicesAmt0322388
IRS990/OfficeExpensesGrp/TotalAmt01123726
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-2542509
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt063653
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0135265
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0198918
IRS990/OtherExpensesGrp/Desc0REPORTING EXPENSE
IRS990/OtherExpensesGrp/Desc1STAFF DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3FILING FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt055756
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18706
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22054
IRS990/OtherExpensesGrp/ProgramServicesAmt0102110
IRS990/OtherExpensesGrp/ProgramServicesAmt122429
IRS990/OtherExpensesGrp/ProgramServicesAmt23487
IRS990/OtherExpensesGrp/ProgramServicesAmt34365
IRS990/OtherExpensesGrp/TotalAmt0102110
IRS990/OtherExpensesGrp/TotalAmt178185
IRS990/OtherExpensesGrp/TotalAmt212193
IRS990/OtherExpensesGrp/TotalAmt36419
IRS990/OtherLiabilitiesGrp/BOYAmt06831063
IRS990/OtherLiabilitiesGrp/EOYAmt02628673
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0LOAN LOSS RECOVERIES
IRS990/OtherRevenueMiscGrp/Desc1SHARE OF BCLF VENTURES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01976312
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt155404
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01976312
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt155404
IRS990/OtherRevenueTotalAmt02031716
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0540625
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01148831
IRS990/OtherSalariesAndWagesGrp/TotalAmt01689456
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt033408
IRS990/PayrollTaxesGrp/ProgramServicesAmt070993
IRS990/PayrollTaxesGrp/TotalAmt0104401
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018585
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014695
IRS990/PrincipalOfficerNm0LISA ZAPPALA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1LOAN FEES
IRS990/ProgramServiceRevenueGrp/Desc2MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05229745
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1858749
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt225000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05229745
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1858749
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt225000
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION'S DISREGARDED ENTITY, AURA MORTGAGE ADVISORS, ACTS AS A MORTGAGE BROKER/LENDER FOR LOW-INCOME PEOPLE AND COMMUNITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04622538
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt06088494
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01000000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0116237
IRS990/PYOtherExpensesAmt03888245
IRS990/PYOtherRevenueAmt02690320
IRS990/PYProgramServiceRevenueAmt04567680
IRS990/PYRevenuesLessExpensesAmt02828689
IRS990/PYSalariesCompEmpBnftPaidAmt01657303
IRS990/PYTotalExpensesAmt05545548
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08374237
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02684878
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RelatedOrganizationsAmt01000000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,966,833
Liabilities
$75,468,042
Net assets
$21,498,791
Revenue
$9,189,869
Expenses
$6,504,991
Net income
$2,684,878
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$82.0$49.4$32.6$6.37$5.37$1.00
2023Detailed filing. Detailed filing data is available for this year.$82.5$51.0$31.6$5.84$5.32$0.53
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$91.9$61.3$30.6$7.93$5.50$2.42
2021Detailed filing. Detailed filing data is available for this year.$105$76.8$27.8$7.12$6.00$1.12
2020Detailed filing. Detailed filing data is available for this year.$108$80.9$26.7$9.11$6.19$2.92
2019Detailed filing. Detailed filing data is available for this year.$107$83.3$23.8$9.25$6.97$2.28
2018Detailed filing. Detailed filing data is available for this year.$97.0$75.5$21.5$9.19$6.50$2.68
2017Detailed filing. Detailed filing data is available for this year.$92.6$71.3$21.4$8.37$5.55$2.83
2016Detailed filing. Detailed filing data is available for this year.$69.8$51.2$18.5$5.99$4.69$1.30
2015Detailed filing. Detailed filing data is available for this year.$65.0$47.8$17.2$16.6$4.71$11.9
2014Detailed filing. Detailed filing data is available for this year.$46.6$41.3$5.29$5.54$4.32$1.21
2013Detailed filing. Detailed filing data is available for this year.$47.3$43.2$4.08$5.32$3.21$2.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.29$5.32$1.97$2.19
2011Summary only. Only limited summary data is available for this year.$9.19$5.08$4.11$1.34$1.69$0.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.38$3.92$4.46$1.36