Civic Intelligence

Community First Fund

990 • Fiscal year 2015 • EIN 23-2689714

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 26, 2016

Organization ProfileWWW.COMMFIRSTFUND.ORG

View Organization Page

30 West Orange St PO Box 524Lancaster, PA 17608-0524

(717) 393-2351

Siviq Scores

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

Liabilities / Assets

88th percentile

0.86x

Higher debt load relative to assets than 88% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

94th percentile

5.18x

Higher debt load relative to revenue than 94% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

77th percentile

11%

Faster asset growth than 77% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

84th percentile

27%

Faster revenue growth than 84% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$30,607,212

Up $2,972,832 (+11%) from 2014

Net Assets

Up

$4,178,439

Up $1,062,233 (+34%) from 2014

Liabilities

Up

$26,428,773

Up $1,910,599 (+7.8%) from 2014

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin84th percentile

Revenue

Up

$5,104,837

Up $1,096,394 (+27%) from 2014

Expenses

Down

$3,530,177

Down $75,580 (-2.1%) from 2014

Net Income

Up

$1,574,660

Up $1,171,974 (+291%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$150M$100M$50M$0Assets 2011: $18,107,115Liabilities 2011: $14,698,954Net Assets 2011: $3,408,1612011Assets 2012: $21,385,276Liabilities 2012: $18,186,828Net Assets 2012: $3,198,4482012Assets 2013: $23,826,849Liabilities 2013: $20,574,616Net Assets 2013: $3,252,2332013Assets 2014: $27,634,380Liabilities 2014: $24,518,174Net Assets 2014: $3,116,2062014Assets 2015: $30,607,212Liabilities 2015: $26,428,773Net Assets 2015: $4,178,4392015Assets 2016: $37,093,825Liabilities 2016: $31,609,483Net Assets 2016: $5,484,3422016Assets 2017: $40,421,134Liabilities 2017: $34,391,671Net Assets 2017: $6,029,4632017Assets 2018: $59,541,742Liabilities 2018: $46,186,830Net Assets 2018: $13,354,9122018Assets 2019: $65,690,024Liabilities 2019: $49,746,210Net Assets 2019: $15,943,8142019Assets 2020: $80,851,659Liabilities 2020: $62,575,507Net Assets 2020: $18,276,1522020Assets 2021: $129,035,730Liabilities 2021: $80,678,124Net Assets 2021: $48,357,6062021Assets 2022: $141,866,844Liabilities 2022: $84,012,640Net Assets 2022: $57,854,2042022Assets 2023: $124,298,152Liabilities 2023: $83,493,413Net Assets 2023: $40,804,7392023Assets 2024: $146,347,142Liabilities 2024: $91,022,592Net Assets 2024: $55,324,5502024

Highlighted filing

2015

Assets$30,607,212
Liabilities$26,428,773
Net Assets$4,178,439
Open 2015 Filing

Operations Trend

Revenue Growth84th percentile

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

$60M$40M$20M$0Expenses 2011: $2,947,7642011Expenses 2012: $2,650,1862012Expenses 2013: $2,680,1802013Revenue 2014: $4,008,443Expenses 2014: $3,605,757Net Income 2014: $402,6862014Revenue 2015: $5,104,837Expenses 2015: $3,530,177Net Income 2015: $1,574,6602015Revenue 2016: $6,101,679Expenses 2016: $4,101,621Net Income 2016: $2,000,0582016Revenue 2017: $5,924,468Expenses 2017: $4,731,114Net Income 2017: $1,193,3542017Revenue 2018: $6,796,379Expenses 2018: $6,639,496Net Income 2018: $156,8832018Revenue 2019: $8,713,110Expenses 2019: $6,413,387Net Income 2019: $2,299,7232019Revenue 2020: $12,560,846Expenses 2020: $10,773,357Net Income 2020: $1,787,4892020Revenue 2021: $44,963,943Expenses 2021: $34,774,915Net Income 2021: $10,189,0282021Revenue 2022: $17,453,841Expenses 2022: $8,134,382Net Income 2022: $9,319,4592022Revenue 2023: $17,328,667Expenses 2023: $13,047,440Net Income 2023: $4,281,2272023Revenue 2024: $22,595,432Expenses 2024: $14,738,819Net Income 2024: $7,856,6132024

Highlighted filing

2015

Revenue$5,104,837
Expenses$3,530,177
Net Income$1,574,660
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 26, 2016
Return Version
2014v6.0
Gross Receipts
$5,104,837
Mission and Program Overview

Mission

To promote community and work-based economic development. The organization provides loans for community projects and technical assistance to housing & economic development projects that have a direct and measurable benefit to low income persons and contribute to social progress and economic development in the south central pennsylvania region.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$19,014,519$21,713,549▲ $2,699,030
Cash and Non-Interest-Bearing Accounts$6,462,838$7,005,952▲ $543,114
Loans From Officers Directors$2,900,000$1,450,000▼ $1,450,000
Receivable From Disqualified Prsn$914,950$834,746▼ $80,204
Land, Buildings, and Equipment, Net$751,382$767,253▲ $15,871
Savings and Temporary Cash Investments$143,649$179,859▲ $36,210
Pledges and Grants Receivable$179,817$99,081▼ $80,736
Receivables From Officers Etc$38,314--
Prepaid Expenses and Deferred Charges$30,958$4,488▼ $26,470
Accounts Receivable$11,438$2,284▼ $9,154
Total Assets$27,634,380$30,607,212▲ $2,972,832
Other Assets Total$86,515--
Liabilities
Mortgage Notes Payable Secured by Investment Property$15,920,871$18,697,625▲ $2,776,754
Other Liabilities$4,407,500$4,907,500▲ $500,000
Deferred Revenue$1,069,528$1,138,295▲ $68,767
Accounts Payable and Accrued Expenses$220,275$235,353▲ $15,078
Total Liabilities$24,518,174$26,428,773▲ $1,910,599
Net Assets / Fund Balance
Unrestricted Net Assets$2,829,233$3,887,469▲ $1,058,236
Permanently Rstr Net Assets$286,973$290,970▲ $3,997
Total Net Assets Fund Balance$3,116,206$4,178,439▲ $1,062,233
Total Liabilities and Net Assets / Fund Balance$27,634,380$30,607,212▲ $2,972,832

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$412,920$176,966$589,886
Equipment$10,366$569,339$579,705
Leasehold Improvements$233,967$143,478$377,445
Land$110,000-$110,000
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel BetancourtPresident &FT$127,897$31,782$159,679
Daniel BetancourtPresident & CEO-$127,897$31,782$159,679
Joan BrodheadSenior VP &FT$111,592$24,022$135,614
James BuergerSenior VPFT$102,035$26,829$128,864
Keith BookertVP Finance &FT$83,957$27,614$111,571
Daniel BeckVP Comm LendFT$88,503$13,379$101,882
Linda DangVP Comm LendFT$88,549$7,613$96,162
Glenda MachiaVP DevelopmeFT$66,033$23,848$89,881
Gary JohnsonVP Loan AdmiFT$75,543$13,123$88,666

Board Members and Trustees

NameTitle
R Eric MenzerChairman
Carlos LopezVice Chair
Cheryl D Holland-jonesBoard Member
David a SchankweilerBoard Member
Gerald W MeckBoard Member
Jonathan EncarnacionBoard Member
Nancy Kurland PhdBoard Member
Samuel T Cooper IiiBoard Member
Sonia HuntzingerBoard Member
Marilyn HedgeSecretary
H David HougheryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,713,135
Program Service Revenue
$2,391,700
Investment Income
$2
Other Revenue
$0
All Other Contributions
$575,586
Change in Net Assets
$1,574,660
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,801,581
Salaries, Compensation, and Employee Benefits$1,728,596
Total Fundraising Expense$230,213
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$638,446$46,879$58,785$744,110
Interest$594,204$19,391-$613,595
Other Salaries and Wages$502,020$37,368$46,419$585,807
Other Employee Benefits$260,516$19,244$24,032$303,792
Occupancy$113,287$8,347$10,422$132,056
Office Expenses$95,255$7,680$9,800$112,735
Fees for Services Other$81,724$19,935-$101,659
Payroll Taxes$81,370$6,011$7,506$94,887
Advertising$39,418$15,767$23,651$78,836
Conferences and Meetings$29,235$11,694$17,541$58,470
Depreciation Depletion$41,004$3,011$3,776$47,791
Travel$29,361$2,169$2,708$34,238
Fees for Services Accounting$22,556$11,444-$34,000
Insurance$18,993$1,403$1,752$22,148
All Other Expenses$10,794$1,165$1,455$13,414
Other Expenses$10,593$1,971$2,471$10,593
Fees for Services Legal$325--$325
Total Functional Expenses$3,073,222$226,742$230,213$3,530,177
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$2,900,000$1,450,000▼ $1,450,000
Receivables from Disqualified Persons$914,950$834,746▼ $80,204
Receivables from Officers, Directors, Trustees, and Key Employees$38,314--
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Equity Equivalent Investments$4,907,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Page 6, Part VI, Line 11B

“The form 990 is reviewed by the audit committee of the board of directors prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“The policy is monitored and enforced through the annual conflict of interest disclosure process.”

Form 990, Page 6, Part VI, Line 15A

“Ceo compensation is reviewed during the budget process and approved by the board of directors.”

Form 990, Page 6, Part VI, Line 15B

“Compensation for officers and key employees is reviewed during the budget process and approved by the board of directors.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy, financial statements and form 990 available to the public upon request at the organization's headquarters.”

Filing and Contact Details

Filer

Filer Name
Community First Fund
EIN
23-2689714
Phone
7173932351
Address
30 WEST ORANGE ST PO BOX 524, LANCASTER, PA 17608-0524

Signing Officer

Name
Daniel Betancourt
Title
President
Phone
7173932351
Signed
2016-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Betancourt
Formed
1992
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
11
Employees
21
Volunteers
20

Preparer

Firm
Bertz Hess & Co Llp
Address
36 EAST KING ST, LANCASTER, PA 17602
Preparer
Thomas a Wobber CPA
Phone
7173930767
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To promote community and work-based economic development. The organization provides loans for community projects and technical assistance to housing & economic development projects that have a direct and measurable benefit to low income persons and contribute to social progress and economic development in the south central pennsylvania region.”

Form 990, Part XI, Line 9

“Transfer to subsidiary 512,427”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization has evaluated the tax filings for the open tax years for uncerrtain tax positions. The tax years subject to examination by the internal revenue service are 2011, 2012, 2013, and 2014. The tax years subject to examination by the state jurisdiction are unlimited.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12111592
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13102035
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1488549
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1588503
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1683957
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1775543
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1866033
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT &
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12SENIOR VP &
IRS990/Form990PartVIISectionAGrp/TitleTxt13SENIOR VP
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP COMM LEND
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP COMM LEND
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP FINANCE &
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP LOAN ADMI
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP DEVELOPME
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IRS990/GrantsToOrganizationsInd0false
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IRS990/GrossReceiptsAmt05104837
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IRS990/IndependentVotingMemberCnt011
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IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt01752
IRS990/InsuranceGrp/ManagementAndGeneralAmt01403
IRS990/InsuranceGrp/ProgramServicesAmt018993
IRS990/InsuranceGrp/TotalAmt022148
IRS990/InterestGrp/ManagementAndGeneralAmt019391
IRS990/InterestGrp/ProgramServicesAmt0594204
IRS990/InterestGrp/TotalAmt0613595
IRS990/InvestmentIncomeGrp/ExclusionAmt02
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt0176
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0889783
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0751382
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0767253
IRS990/LandBldgEquipCostOrOtherBssAmt01657036
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd0true
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt02900000
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt01450000
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROMOTE COMMUNITY AND WORK-BASED ECONOMIC DEVELOPMENT. THE ORGANIZATION PROVIDES LOANS FOR COMMUNITY PROJECTS AND TECHNICAL ASSISTANCE TO HOUSING & ECONOMIC DEVELOPMENT PROJECTS THAT HAVE A DIRECT AND MEASURABLE BENEFIT TO LOW INCOME PERSONS AND CONTRIBUTE TO SOCIAL PROGRESS AND ECONOMIC DEVELOPMENT IN THE SOUTH CENTRAL PENNSYLVANIA REGION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt015920871
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt018697625
IRS990/NetAssetsOrFundBalancesBOYAmt03116206
IRS990/NetAssetsOrFundBalancesEOYAmt04178439
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt010422
IRS990/OccupancyGrp/ManagementAndGeneralAmt08347
IRS990/OccupancyGrp/ProgramServicesAmt0113287
IRS990/OccupancyGrp/TotalAmt0132056
IRS990/OfficeExpensesGrp/FundraisingAmt09800
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07680
IRS990/OfficeExpensesGrp/ProgramServicesAmt095255
IRS990/OfficeExpensesGrp/TotalAmt0112735
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt086515
IRS990/OtherChangesInNetAssetsAmt0-512427
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt024032
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt019244
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0260516
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0303792
IRS990/OtherExpensesGrp/Desc0LOAN LOSS PROVISION
IRS990/OtherExpensesGrp/Desc1NEW MARKET TAX CREDIT EXP
IRS990/OtherExpensesGrp/Desc2TEMPORARY HELP
IRS990/OtherExpensesGrp/Desc3FILING FEES
IRS990/OtherExpensesGrp/FundraisingAmt019895
IRS990/OtherExpensesGrp/FundraisingAmt12471
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013263
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11971
IRS990/OtherExpensesGrp/ProgramServicesAmt0444126
IRS990/OtherExpensesGrp/ProgramServicesAmt133158
IRS990/OtherExpensesGrp/ProgramServicesAmt226837
IRS990/OtherExpensesGrp/ProgramServicesAmt310593
IRS990/OtherExpensesGrp/TotalAmt0444126
IRS990/OtherExpensesGrp/TotalAmt166316
IRS990/OtherExpensesGrp/TotalAmt231279
IRS990/OtherExpensesGrp/TotalAmt310593
IRS990/OtherLiabilitiesGrp/BOYAmt04407500
IRS990/OtherLiabilitiesGrp/EOYAmt04907500
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt046419
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt037368
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0502020
IRS990/OtherSalariesAndWagesGrp/TotalAmt0585807
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt019014519
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt021713549
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt07506
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06011
IRS990/PayrollTaxesGrp/ProgramServicesAmt081370
IRS990/PayrollTaxesGrp/TotalAmt094887
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0286973
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0290970
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0179817
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt099081
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt030958
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04488
IRS990/PrincipalOfficerNm0DANIEL BETANCOURT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0522220
IRS990/ProgramServiceRevenueGrp/BusinessCd1522220
IRS990/ProgramServiceRevenueGrp/BusinessCd2522220
IRS990/ProgramServiceRevenueGrp/BusinessCd3522220
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST INCOME
IRS990/ProgramServiceRevenueGrp/Desc1NEW MARKET TAX CREDIT
IRS990/ProgramServiceRevenueGrp/Desc2LOAN AND SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc3OTHER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01828306
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1258940
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2174937
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3129517
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01828306
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1258940
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2174937
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3129517
IRS990/ProgSrvcAccomActy2Grp/Desc0NEW MARKETS TAX CREDIT PROGRAM DURING THE FISCAL YEAR THE ORGANIZATION RECEIVED ITS SECOND NEW MARKETS TAX CREDIT ALLOCATION FROM THE US TREASURY TOTALING 30 MILLION. THIS AWARD WILL SUPPORT 5 NEW PROJECTS THROUGHOUT CENTRAL AND EASTERN PA.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt033158
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0258940
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01673794
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt02087843
IRS990/PYProgramServiceRevenueAmt02334649
IRS990/PYRevenuesLessExpensesAmt0402686
IRS990/PYSalariesCompEmpBnftPaidAmt01517914
IRS990/PYTotalExpensesAmt03605757
IRS990/PYTotalRevenueAmt04008443
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt0914950
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt0834746
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt038314
IRS990/ReconcilationRevenueExpnssAmt01574660
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02127919
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0143649
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0179859
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01673794
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01648625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01239505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01740506
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09015565
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01706

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,607,212
Liabilities
$26,428,773
Net assets
$4,178,439
Revenue
$5,104,837
Expenses
$3,530,177
Net income
$1,574,660
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$146$91.0$55.3$22.6$14.7$7.86
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$124$83.5$40.8$17.3$13.0$4.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$142$84.0$57.9$17.5$8.13$9.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$129$80.7$48.4$45.0$34.8$10.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.9$62.6$18.3$12.6$10.8$1.79
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.7$49.7$15.9$8.71$6.41$2.30
2018Summary only. Only limited summary data is available for this year.$59.5$46.2$13.4$6.80$6.64$0.16
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.4$34.4$6.03$5.92$4.73$1.19
2016Detailed filing. Detailed filing data is available for this year.$37.1$31.6$5.48$6.10$4.10$2.00
2015Detailed filing. Detailed filing data is available for this year.$30.6$26.4$4.18$5.10$3.53$1.57
2014Detailed filing. Detailed filing data is available for this year.$27.6$24.5$3.12$4.01$3.61$0.40
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.8$20.6$3.25$2.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.4$18.2$3.20$2.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.1$14.7$3.41$2.95