Civic Intelligence

Mission Asset Fund

990 • Fiscal year 2017 • EIN 20-8993652

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 18, 2018

Organization Profilemissionassetfund.org
3269 Mission StreetSan Francisco, CA 94110

(888) 274-4808

Siviq Scores

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

Liabilities / Assets

44th percentile

0.12x

Higher debt load relative to assets than 44% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.09x

Higher debt load relative to revenue than 35% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

65th percentile

$158,241

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

93rd percentile

58%

Faster asset growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

340%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$5,737,465

Up $2,109,854 (+58%) from 2016

Net Assets

Up

$5,056,582

Up $2,157,502 (+74%) from 2016

Liabilities

Down

$680,883

Down $47,648 (-6.5%) from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin84th percentile

Revenue

Up

$7,394,427

Up $5,714,813 (+340%) from 2016

Expenses

Up

$5,236,925

Up $2,628,458 (+101%) from 2016

Net Income

Up

$2,157,502

Up $3,086,355 (+332%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$60M$40M$20M$0Assets 2010: $1,167,294Liabilities 2010: $79,038Net Assets 2010: $1,088,2562010Assets 2011: $1,349,255Liabilities 2011: $58,930Net Assets 2011: $1,290,3252011Assets 2012: $1,390,856Liabilities 2012: $207,029Net Assets 2012: $1,183,8272012Assets 2013: $3,377,803Liabilities 2013: $380,387Net Assets 2013: $2,997,4162013Assets 2014: $2,793,468Liabilities 2014: $402,476Net Assets 2014: $2,390,9922014Assets 2015: $4,370,836Liabilities 2015: $542,903Net Assets 2015: $3,827,9332015Assets 2016: $3,627,611Liabilities 2016: $728,531Net Assets 2016: $2,899,0802016Assets 2017: $5,737,465Liabilities 2017: $680,883Net Assets 2017: $5,056,5822017Assets 2018: $6,982,429Liabilities 2018: $716,860Net Assets 2018: $6,265,5692018Assets 2019: $8,409,942Liabilities 2019: $597,091Net Assets 2019: $7,812,8512019Assets 2020: $17,787,866Liabilities 2020: $1,787,355Net Assets 2020: $16,000,5112020Assets 2021: $54,523,090Liabilities 2021: $3,043,791Net Assets 2021: $51,479,2992021Assets 2022: $43,085,680Liabilities 2022: $4,321,761Net Assets 2022: $38,763,9192022Assets 2023: $31,396,965Liabilities 2023: $3,633,682Net Assets 2023: $27,763,2832023Assets 2024: $26,969,177Liabilities 2024: $1,816,178Net Assets 2024: $25,152,9992024

Highlighted filing

2017

Assets$5,737,465
Liabilities$680,883
Net Assets$5,056,582
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

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

$60M$40M$20M$0-$20MRevenue 2010: $495,788Expenses 2010: $600,220Net Income 2010: -$104,4322010Revenue 2011: $1,194,343Expenses 2011: $992,274Net Income 2011: $202,0692011Revenue 2012: $1,239,299Expenses 2012: $1,345,797Net Income 2012: -$106,4982012Revenue 2013: $3,424,628Expenses 2013: $1,611,039Net Income 2013: $1,813,5892013Revenue 2014: $1,512,367Expenses 2014: $2,118,791Net Income 2014: -$606,4242014Revenue 2015: $3,225,243Expenses 2015: $2,006,267Net Income 2015: $1,218,9762015Revenue 2016: $1,679,614Expenses 2016: $2,608,467Net Income 2016: -$928,8532016Revenue 2017: $7,394,427Expenses 2017: $5,236,925Net Income 2017: $2,157,5022017Revenue 2018: $5,680,938Expenses 2018: $4,471,951Net Income 2018: $1,208,9872018Revenue 2019: $5,786,910Expenses 2019: $4,239,628Net Income 2019: $1,547,2822019Revenue 2020: $41,604,479Expenses 2020: $33,416,819Net Income 2020: $8,187,6602020Revenue 2021: $57,826,731Expenses 2021: $21,709,114Net Income 2021: $36,117,6172021Revenue 2022: $9,021,043Expenses 2022: $20,000,045Net Income 2022: -$10,979,0022022Revenue 2023: $8,886,025Expenses 2023: $20,173,222Net Income 2023: -$11,287,1972023Revenue 2024: $9,705,660Expenses 2024: $12,709,815Net Income 2024: -$3,004,1552024

Highlighted filing

2017

Revenue$7,394,427
Expenses$5,236,925
Net Income$2,157,502
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 18, 2018
Return Version
2017v2.2
Gross Receipts
$7,394,427
Mission and Program Overview

Mission

To help people become visible, active, and successful in their financial lives.

Mission Asset Fund helps immigrants and low income individuals to improve their financial capabilities across the United States.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,602,197$4,138,824▲ $2,536,627
Savings and Temporary Cash Investments$679,903$681,512▲ $1,609
Investments Program Related$321,655$327,234▲ $5,579
Pledges and Grants Receivable$714,583$235,903▼ $478,680
Intangible Assets$144,013$171,118▲ $27,105
Prepaid Expenses and Deferred Charges$73,824$81,926▲ $8,102
Accounts Receivable$38,009$54,165▲ $16,156
Land, Buildings, and Equipment, Net$43,427$34,283▼ $9,144
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$3,627,611$5,737,465▲ $2,109,854
Other Assets Total$10,000$12,500▲ $2,500
Liabilities
Accounts Payable and Accrued Expenses$338,599$291,273▼ $47,326
Other Liabilities$194,120$178,892▼ $15,228
Unsecured Notes Loans Payable$112,500$112,500→ $0
Deferred Revenue$83,312$98,218▲ $14,906
Total Liabilities$728,531$680,883▼ $47,648
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,749,433$2,921,698▲ $1,172,265
Unrestricted Net Assets$1,149,647$2,134,884▲ $985,237
Total Net Assets Fund Balance$2,899,080$5,056,582▲ $2,157,502
Total Liabilities and Net Assets / Fund Balance$3,627,611$5,737,465▲ $2,109,854

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$34,283$56,487$90,770
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jose QuinonezCEOFT$133,500$24,741$158,241
Daniela SalaCOOFT$123,486$25,563$149,049
Tara RobinsonCDOFT$100,187$4,076$104,263

Board Members and Trustees

NameTitle
David KrimmPresident
Vicki JosephVice President
Alexandra Villareal O'RourkeDirector
Aquilina Soriano VersozaDirector
Cara AngelmarDirector
Elizabeth SeemDirector
Jessica LeggettDirector
Mona MasriDirector
Sagar ShahDirector
Salvador TorresDirector
Stephan WaldstromDirector
Manuel SantamariaSecretary
Haydee MorenoTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Meginfo IncPlatform1630 Ridgetree Way, San Jose, CA 95131$147,350
Revenue and Support

Revenue Composition

Contributions and Grants
$7,016,501
Program Service Revenue
$358,836
Investment Income
$1,608
Other Revenue
$17,482
All Other Contributions
$6,728,861
Change in Net Assets
$2,157,502

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,394,427
Revenue Not Reported on Form 990
$2,800
Total Revenue per Audited Statements
$7,397,227
Total Revenue per Form 990
$7,394,427
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,537,214
Salaries, Compensation, and Employee Benefits$1,838,503
Other Expenses$824,550
Total Fundraising Expense$303,064
Professional Fundraising Fees$36,658

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$2,537,214--$2,537,214
Other Salaries and Wages$899,521$199,586$118,829$1,217,936
Current Officers, Directors, Trustees, and Key Employees$186,436$76,822$44,032$307,290
Information Technology$190,499$35,883$18,857$245,239
Other Employee Benefits$110,381$26,376$11,831$148,588
Payroll Taxes$91,894$23,056$13,348$128,298
Occupancy$85,557$21,289$12,520$119,366
Office Expenses$89,488$12,191$7,592$109,271
Depreciation Depletion$91,836$2,928$1,722$96,486
Fees for Services Other$59,365$3,692$10,187$73,244
Fees for Services Professional Fundraising--$36,658$36,658
Pension Plan Contributions$26,852$4,517$5,022$36,391
Travel$21,049$1,037$6,204$28,290
Other Expenses$23,208$6,808$8,784$23,208
Conferences and Meetings$15,808$563$6,094$22,465
Fees for Services Accounting-$17,830-$17,830
Insurance$93$9,006$14$9,113
Fees for Services Legal-$4,725-$4,725
Advertising$1,371-$1,370$2,741
Total Functional Expenses$4,487,552$446,309$303,064$5,236,925

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,239,725
Expenses per Audited Statements$5,236,925
Total Expenses per Form 990$5,236,925
Expenses Not Reported on Form 990$2,800
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$36,658
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Partner funds held$178,892
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
Yes
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
No
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, Line 11B: Form 990 Review Process

“The CEO and COO initially review the draft Form 990 and then all members of the Board review the Form 990 before it is filed.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Reviewed by the CEO and COO.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, policies and financial statements are not available to the public.”

Filing and Contact Details

Filer

Filer Name
Mission Asset Fund
EIN
20-8993652
Phone
8882744808
Address
3269 Mission Street, San Francisco, CA 94110

Signing Officer

Name
Jose Quinonez
Title
CEO
Signed
2018-07-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jose Quinonez
Formed
2007
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
28
Volunteers
73

Preparer

Firm
Crosby & Kaneda CPAs LLP
Address
1970 Broadway STE 930, Oakland, CA 94612
Preparer
Adele Kaneda
Phone
5108352727
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization has evaluated its current tax positions as of December 31, 2017 and is not aware of any significant uncertain tax positions for which a reserve would be necessary.”

Raw XML AppendixShowing 400 of 622 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/BOYAmt0338599
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0291273
IRS990/AccountsReceivableGrp/BOYAmt038009
IRS990/AccountsReceivableGrp/EOYAmt054165
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Mission Asset Fund helps immigrants and low income individuals to improve their financial capabilities across the United States.
IRS990/AdvertisingGrp/FundraisingAmt01370
IRS990/AdvertisingGrp/ProgramServicesAmt01371
IRS990/AdvertisingGrp/TotalAmt02741
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt06728861
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Daniela Salas
IRS990/BooksInCareOfDetail/PhoneNum08882744808
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03269 Mission Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0San Francisco
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094110
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01602197
IRS990/CashNonInterestBearingGrp/EOYAmt04138824
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt044032
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt076822
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0186436
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0307290
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt06094
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0563
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt015808
IRS990/ConferencesMeetingsGrp/TotalAmt022465
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0147350
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01630 Ridgetree Way
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0San Jose
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd095131
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Meginfo Inc
IRS990/ContractorCompensationGrp/ServicesDesc0Platform
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt07016501
IRS990/CYGrantsAndSimilarPaidAmt02537214
IRS990/CYInvestmentIncomeAmt01608
IRS990/CYOtherExpensesAmt0824550
IRS990/CYOtherRevenueAmt017482
IRS990/CYProgramServiceRevenueAmt0358836
IRS990/CYRevenuesLessExpensesAmt02157502
IRS990/CYSalariesCompEmpBnftPaidAmt01838503
IRS990/CYTotalExpensesAmt05236925
IRS990/CYTotalFundraisingExpenseAmt0303064
IRS990/CYTotalProfFndrsngExpnsAmt036658
IRS990/CYTotalRevenueAmt07394427
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt083312
IRS990/DeferredRevenueGrp/EOYAmt098218
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt01722
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02928
IRS990/DepreciationDepletionGrp/ProgramServicesAmt091836
IRS990/DepreciationDepletionGrp/TotalAmt096486
IRS990/Desc0Provided grants to individuals for their DACA renewal application fees.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt028
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt02491840
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017830
IRS990/FeesForServicesAccountingGrp/TotalAmt017830
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt04725
IRS990/FeesForServicesLegalGrp/TotalAmt04725
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt010187
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03692
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt059365
IRS990/FeesForServicesOtherGrp/TotalAmt073244
IRS990/FeesForServicesProfFundraising/FundraisingAmt036658
IRS990/FeesForServicesProfFundraising/TotalAmt036658
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt410.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt510.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt610.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt710.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt810.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt910.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
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/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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/OtherCompensationAmt1324741
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1425563
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt154076
IRS990/Form990PartVIISectionAGrp/PersonNm0David Krimm
IRS990/Form990PartVIISectionAGrp/PersonNm1Vicki Joseph
IRS990/Form990PartVIISectionAGrp/PersonNm2Manuel Santamaria
IRS990/Form990PartVIISectionAGrp/PersonNm3Haydee Moreno
IRS990/Form990PartVIISectionAGrp/PersonNm4Cara Angelmar
IRS990/Form990PartVIISectionAGrp/PersonNm5Jessica Leggett
IRS990/Form990PartVIISectionAGrp/PersonNm6Mona Masri
IRS990/Form990PartVIISectionAGrp/PersonNm7Alexandra Villareal O'Rourke
IRS990/Form990PartVIISectionAGrp/PersonNm8Elizabeth Seem
IRS990/Form990PartVIISectionAGrp/PersonNm9Sagar Shah
IRS990/Form990PartVIISectionAGrp/PersonNm10Salvador Torres
IRS990/Form990PartVIISectionAGrp/PersonNm11Aquilina Soriano Versoza
IRS990/Form990PartVIISectionAGrp/PersonNm12Stephan Waldstrom
IRS990/Form990PartVIISectionAGrp/PersonNm13Jose Quinonez
IRS990/Form990PartVIISectionAGrp/PersonNm14Daniela Sala
IRS990/Form990PartVIISectionAGrp/PersonNm15Tara Robinson
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/ReportableCompFromOrgAmt13133500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14123486
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15100187
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/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14COO
IRS990/Form990PartVIISectionAGrp/TitleTxt15CDO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt0287640
IRS990/GrantAmt02491840
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02537214
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02537214
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt07394427
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt018857
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt035883
IRS990/InformationTechnologyGrp/ProgramServicesAmt0190499
IRS990/InformationTechnologyGrp/TotalAmt0245239
IRS990/InsuranceGrp/FundraisingAmt014
IRS990/InsuranceGrp/ManagementAndGeneralAmt09006
IRS990/InsuranceGrp/ProgramServicesAmt093
IRS990/InsuranceGrp/TotalAmt09113
IRS990/IntangibleAssetsGrp/BOYAmt0144013
IRS990/IntangibleAssetsGrp/EOYAmt0171118
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01608
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01608
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0321655
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0327234
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt056487
IRS990/LandBldgEquipBasisNetGrp/BOYAmt043427
IRS990/LandBldgEquipBasisNetGrp/EOYAmt034283
IRS990/LandBldgEquipCostOrOtherBssAmt090770
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Helps individuals and low income family members to improve their financial capabilities.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02899080
IRS990/NetAssetsOrFundBalancesEOYAmt05056582
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoncashContributionsAmt010151
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt012520
IRS990/OccupancyGrp/ManagementAndGeneralAmt021289
IRS990/OccupancyGrp/ProgramServicesAmt085557
IRS990/OccupancyGrp/TotalAmt0119366
IRS990/OfficeExpensesGrp/FundraisingAmt07592
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012191
IRS990/OfficeExpensesGrp/ProgramServicesAmt089488
IRS990/OfficeExpensesGrp/TotalAmt0109271
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt010000
IRS990/OtherAssetsTotalGrp/EOYAmt012500
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt011831
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt026376
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0110381
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0148588
IRS990/OtherExpensesGrp/Desc0Other expenses
IRS990/OtherExpensesGrp/Desc1Loan servicing fees
IRS990/OtherExpensesGrp/Desc2Bad debt
IRS990/OtherExpensesGrp/FundraisingAmt08784
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06808
IRS990/OtherExpensesGrp/ProgramServicesAmt026616
IRS990/OtherExpensesGrp/ProgramServicesAmt130364
IRS990/OtherExpensesGrp/ProgramServicesAmt223208
IRS990/OtherExpensesGrp/TotalAmt042208
IRS990/OtherExpensesGrp/TotalAmt130364
IRS990/OtherExpensesGrp/TotalAmt223208
IRS990/OtherLiabilitiesGrp/BOYAmt0194120
IRS990/OtherLiabilitiesGrp/EOYAmt0178892
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/ExclusionAmt017482
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt017482
IRS990/OtherRevenueTotalAmt017482
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0118829
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0199586
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0899521
IRS990/OtherSalariesAndWagesGrp/TotalAmt01217936
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt013348
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023056
IRS990/PayrollTaxesGrp/ProgramServicesAmt091894
IRS990/PayrollTaxesGrp/TotalAmt0128298
IRS990/PensionPlanContributionsGrp/FundraisingAmt05022
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04517
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt026852
IRS990/PensionPlanContributionsGrp/TotalAmt036391
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0714583
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0235903
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt073824
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt081926
IRS990/PrincipalOfficerNm0Jose Quinonez
IRS990/ProfessionalFundraisingInd0true
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0Conference and seminar
IRS990/ProgramServiceRevenueGrp/Desc1License fees
IRS990/ProgramServiceRevenueGrp/Desc2Program service fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt016915
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1217926
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2123995
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016915
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1217926
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2123995
IRS990/ProgSrvcAccomActy2Grp/Desc0Provide financial programs (lending circles) to help people improve their credit.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01995712
IRS990/ProgSrvcAccomActy2Grp/GrantAmt045374
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0358836
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01503109
IRS990/PYExcessBenefitTransInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,737,465
Liabilities
$680,883
Net assets
$5,056,582
Revenue
$7,394,427
Expenses
$5,236,925
Net income
$2,157,502
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$27.0$1.82$25.2$9.71$12.7$3.00
2023Detailed filing. Detailed filing data is available for this year.$31.4$3.63$27.8$8.89$20.2$11.3
2022Detailed filing. Detailed filing data is available for this year.$43.1$4.32$38.8$9.02$20.0$11.0
2021Detailed filing. Detailed filing data is available for this year.$54.5$3.04$51.5$57.8$21.7$36.1
2020Detailed filing. Detailed filing data is available for this year.$17.8$1.79$16.0$41.6$33.4$8.19
2019Detailed filing. Detailed filing data is available for this year.$8.41$0.60$7.81$5.79$4.24$1.55
2018Detailed filing. Detailed filing data is available for this year.$6.98$0.72$6.27$5.68$4.47$1.21
2017Detailed filing. Detailed filing data is available for this year.$5.74$0.68$5.06$7.39$5.24$2.16
2016Detailed filing. Detailed filing data is available for this year.$3.63$0.73$2.90$1.68$2.61$0.93
2015Detailed filing. Detailed filing data is available for this year.$4.37$0.54$3.83$3.23$2.01$1.22
2014Summary only. Only limited summary data is available for this year.$2.79$0.40$2.39$1.51$2.12$0.61
2013Summary only. Only limited summary data is available for this year.$3.38$0.38$3.00$3.42$1.61$1.81
2012Summary only. Only limited summary data is available for this year.$1.39$0.21$1.18$1.24$1.35$0.11
2011Summary only. Only limited summary data is available for this year.$1.35$0.06$1.29$1.19$0.99$0.20
2010Summary only. Only limited summary data is available for this year.$1.17$0.08$1.09$0.50$0.60$0.10