Civic Intelligence

Northwest Native Development Fund

990 • Fiscal year 2020 • EIN 26-4216937

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 29, 2021

Organization ProfileTHENNDF.ORG
PO Box 154Coulee Dam, WA 99116

(509) 633-9940

Siviq Scores

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

Liabilities / Assets

58th percentile

0.31x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

81st percentile

1.14x

Higher debt load relative to revenue than 81% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

92nd percentile

53%

Higher net margin than 92% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

69th percentile

16%

Faster asset growth than 69% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

102%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$10,201,180

Up $1,390,190 (+16%) from 2019

Net Assets

Up

$7,031,720

Up $1,462,835 (+26%) from 2019

Liabilities

Down

$3,169,460

Down $72,645 (-2.2%) from 2019

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin92nd percentile

Revenue

Up

$2,775,894

Up $1,402,995 (+102%) from 2019

Expenses

Up

$1,313,059

Up $635,409 (+94%) from 2019

Net Income

Up

$1,462,835

Up $767,586 (+110%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $512,164Liabilities 2010: $784Net Assets 2010: $511,3802010Assets 2012: $1,364,741Liabilities 2012: $101,050Net Assets 2012: $1,263,6912012Assets 2013: $1,511,629Liabilities 2013: $7,313Net Assets 2013: $1,504,3162013Assets 2014: $2,160,991Liabilities 2014: $118,500Net Assets 2014: $2,042,4912014Assets 2015: $2,308,493Liabilities 2015: $259,629Net Assets 2015: $2,048,8642015Assets 2016: $3,550,830Liabilities 2016: $496,113Net Assets 2016: $3,054,7172016Assets 2017: $4,332,246Liabilities 2017: $659,546Net Assets 2017: $3,672,7002017Assets 2018: $6,880,723Liabilities 2018: $2,007,087Net Assets 2018: $4,873,6362018Assets 2019: $8,810,990Liabilities 2019: $3,242,105Net Assets 2019: $5,568,8852019Assets 2020: $10,201,180Liabilities 2020: $3,169,460Net Assets 2020: $7,031,7202020Assets 2021: $14,181,404Liabilities 2021: $3,701,452Net Assets 2021: $10,479,9522021Assets 2022: $14,910,017Liabilities 2022: $4,349,668Net Assets 2022: $10,560,3492022Assets 2023: $16,083,149Liabilities 2023: $6,689,396Net Assets 2023: $9,393,7532023Assets 2024: $19,562,495Liabilities 2024: $6,221,397Net Assets 2024: $13,341,0982024

Highlighted filing

2020

Assets$10,201,180
Liabilities$3,169,460
Net Assets$7,031,720
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

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

$6.0M$4.0M$2.0M$0Expenses 2010: $94,6232010Expenses 2012: $236,9022012Revenue 2013: $499,270Expenses 2013: $258,645Net Income 2013: $240,6252013Revenue 2014: $964,419Expenses 2014: $308,864Net Income 2014: $655,5552014Revenue 2015: $398,812Expenses 2015: $392,439Net Income 2015: $6,3732015Revenue 2016: $1,467,993Expenses 2016: $462,140Net Income 2016: $1,005,8532016Revenue 2017: $1,130,359Expenses 2017: $512,378Net Income 2017: $617,9812017Revenue 2018: $1,836,634Expenses 2018: $635,698Net Income 2018: $1,200,9362018Revenue 2019: $1,372,899Expenses 2019: $677,650Net Income 2019: $695,2492019Revenue 2020: $2,775,894Expenses 2020: $1,313,059Net Income 2020: $1,462,8352020Revenue 2021: $3,967,858Expenses 2021: $519,626Net Income 2021: $3,448,2322021Revenue 2022: $873,444Expenses 2022: $793,047Net Income 2022: $80,3972022Revenue 2023: $2,358,245Expenses 2023: $1,778,871Net Income 2023: $579,3742023Revenue 2024: $5,161,913Expenses 2024: $983,855Net Income 2024: $4,178,0582024

Highlighted filing

2020

Revenue$2,775,894
Expenses$1,313,059
Net Income$1,462,835
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 29, 2021
Return Version
2020v4.1
Gross Receipts
$2,775,894
Mission and Program Overview

Mission

The organization seeks to foster economic and financial independence for native people by assisting in the development of personal assets through financial and entrepreneurial education as well as providing access to capital through creative lending products.

To foster economic and financial independence for native people.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$3,331,586$4,137,636▲ $806,050
Cash and Non-Interest-Bearing Accounts$553,833$2,972,054▲ $2,418,221
Savings and Temporary Cash Investments$3,536,095$2,032,409▼ $1,503,686
Pledges and Grants Receivable$1,111,337$751,531▼ $359,806
Receivables From Officers Etc$88,974$55,901▼ $33,073
Land, Buildings, and Equipment, Net$127,895$4,686▼ $123,209
Prepaid Expenses and Deferred Charges$3,600$0▼ $3,600
Accounts Receivable$243$100▼ $143
Total Assets$8,810,990$10,201,180▲ $1,390,190
Other Assets Total$57,427$246,863▲ $189,436
Liabilities
Other Liabilities$3,183,883$3,144,202▼ $39,681
Accounts Payable and Accrued Expenses$43,980$25,258▼ $18,722
Escrow Account Liability$14,242$0▼ $14,242
Total Liabilities$3,242,105$3,169,460▼ $72,645
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,199,326$4,111,683▲ $912,357
Net Assets Without Donor Restrictions$2,369,559$2,920,037▲ $550,478
Total Net Assets Fund Balance$5,568,885$7,031,720▲ $1,462,835
Total Liabilities and Net Assets / Fund Balance$8,810,990$10,201,180▲ $1,390,190

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,686$24,819$29,505
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Theodore PiccoloExecutive DirectorFT$88,550$6,000$94,550
Kenneth StangerChairman-$100-$100
Kim PeoneDirector-$100-$100
Molly Morris-hobrechtSecretary-$100-$100

Board Members and Trustees

NameTitle
Terry PayneVice Chair
Marina TurningrobeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,354,422
Program Service Revenue
$395,608
Investment Income
$25,864
Other Revenue
$0
All Other Contributions
$1,504,069
Change in Net Assets
$1,462,835

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,775,894
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,775,894
Total Revenue per Form 990
$2,775,894
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$949,413
Salaries, Compensation, and Employee Benefits$363,646
Total Fundraising Expense$39,671
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$153,387$42,628$20,778$216,793
Current Officers, Directors, Trustees, and Key Employees$63,293$18,187$8,620$90,100
Interest$69,286--$69,286
Fees for Services Other$32,700$12,045$136$44,881
Office Expenses$22,155$6,500$2,536$31,191
Occupancy$21,114$5,296$2,045$28,455
Payroll Taxes$19,356$5,417$2,621$27,394
Conferences and Meetings$15,585$3,959$94$19,638
Other Employee Benefits$13,272$3,536$1,751$18,559
Travel$9,379$2,383$56$11,818
Pension Plan Contributions$7,631$2,135$1,034$10,800
Advertising$9,976--$9,976
Fees for Services Legal$9,935--$9,935
Insurance-$6,208-$6,208
All Other Expenses$4,648--$4,648
Other Expenses$4,520--$4,520
Fees for Services Accounting-$3,500-$3,500
Depreciation Depletion-$1,441-$1,441
Total Functional Expenses$1,160,153$113,235$39,671$1,313,059

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,313,059
Total Expenses per Audited Statements$1,313,059
Total Expenses per Form 990$1,313,059
Expenses Not Reported on Financial Statements$0
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
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$88,974$55,901▼ $33,073
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Oweesta Cap Pool$703,125
Nwaf Pri$325,000
Oweesta Ag Note Payable$300,000
OWEESTA AG NOTE PAYABLE #2$300,000
Usda$280,000
Citizen Potawatamie$261,124
Deutsche Bank Americas Foundation$250,000
Oweesta Loan Payable$200,000
Wells Fargo Eq2 Loan Payable$200,000
Citizen Potawatamie$199,953
Kalliopeia Foundation$100,000
Nimiipuu Community Loan Payable$25,000
Governance and Compliance

Governance Checklist

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

“A draft copy of the 990 is reviewed by the controller and executive director. A final copy is provided to the board prior to filing.”

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

“The board members review a list of vendors annually to determine any conflict of interest. In addition, they review the written policy and avow/disavow any applicable conflicts of interest.”

Form 990, Part VI, Section B, Line 15A

“The executive director's compensation is determined by the board of directors who conduct a comparison study of executive director salaries at other native cdfi's and top management positions at the local tribal office, which are documented in the board minutes.”

Form 990, Part VI, Section C, Line 19

“The organization does not make these documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Northwest Native Development Fund
EIN
26-4216937
Phone
5096339940
Address
PO BOX 154, COULEE DAM, WA 99116

Signing Officer

Name
Theodore Piccolo
Title
Executive Director
Phone
5096338076
Signed
2021-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Theodore Piccolo
Formed
2008
Legal Domicile
Wa
Voting Board Members
5
Independent Board Members
1
Employees
6
Volunteers
2

Preparer

Firm
Bowman & Company Llp
Address
10100 TRINITY PARKWAYSTE 310, STOCKTON, CA 95219
Preparer
Tobbie J Wells
Phone
2094731040
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“The organization has been granted tax-exempt status by the internal revenue service under irc section 501(c)3. The organization is classified by the internal revenue service as an other-than-private foundation. Accordingly, no provision for federal income tax is made in the accompanying financial statements. The organization's forms 990, return of organization exempt from income tax, are subject to examination by the irs, generally for three years after they were filed.”

Raw XML AppendixShowing 400 of 493 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/OtherExpensesGrp/TotalAmt183343
IRS990/OtherExpensesGrp/TotalAmt224142
IRS990/OtherExpensesGrp/TotalAmt34520
IRS990/OtherLiabilitiesGrp/BOYAmt03183883
IRS990/OtherLiabilitiesGrp/EOYAmt03144202
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt020778
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt042628
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0153387
IRS990/OtherSalariesAndWagesGrp/TotalAmt0216793
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt03331586
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt04137636
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02621
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05417
IRS990/PayrollTaxesGrp/ProgramServicesAmt019356
IRS990/PayrollTaxesGrp/TotalAmt027394
IRS990/PensionPlanContributionsGrp/FundraisingAmt01034
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02135
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07631
IRS990/PensionPlanContributionsGrp/TotalAmt010800
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01111337
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0751531
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03600
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0THEODORE PICCOLO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525990
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INTEREST AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0395608
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0395608
IRS990/ProgSrvcAccomActy2Grp/Desc0INDIANPRENUERSHIP WAS FOSTERED THROUGH BOTH GROUP AND ONE-ON-ONE MEETINGS LOCATED IN OMAK, SPOKANE, AND COULEE DAM. THESE SMALL BUSINESS COUNSELING SESSIONS LED TO FUNCTIONAL BUSINESS PLANS, AS WELL AS MARKETING PLANS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05939
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ORGANIZATION CONDUCTED SEVERAL OUTREACH AND COMMUNITY ENGAGEMENT WORKSHOPS THAT FOCUSED ON FINANCIAL SUBJECTS INCLUDING BUDGETING, HOMEOWNERSHIP, FINANCIAL SOFTWARE, AND BUSINESS PLANNING.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01589
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01107855
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt037581
IRS990/PYOtherExpensesAmt0321250
IRS990/PYOtherRevenueAmt078
IRS990/PYProgramServiceRevenueAmt0227385
IRS990/PYRevenuesLessExpensesAmt0695249
IRS990/PYSalariesCompEmpBnftPaidAmt0356400
IRS990/PYTotalExpensesAmt0677650
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01372899
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt088974
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt055901
IRS990/ReconcilationRevenueExpnssAmt01462835
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02389807
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03536095
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02032409
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0GALA INCOME - 2018 AMOUNT: $ 8,620. 2019 AMOUNT: $ 78.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02354422
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01107855
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01616293
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01012064
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01409453
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07500087
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt025864
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt037581
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011969
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03480
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt078894
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0996100
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt078
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt08620
IRS990ScheduleA/OtherIncome170Grp/TotalAmt08698
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98850
IRS990ScheduleA/PublicSupportPY170Pct00.98880
IRS990ScheduleA/PublicSupportTotal170Amt07500087
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02354422
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01107855
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01616293
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01012064
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01409453
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07500087
IRS990ScheduleA/TotalSupportAmt07587679
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01313059
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04686
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt024819
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt029505
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0200000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1200000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2261124
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3325000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4703125
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt5280000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt6199953
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt7250000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt8100000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt9300000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt10300000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1125000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OWEESTA LOAN PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1WELLS FARGO EQ2 LOAN PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CITIZEN POTAWATAMIE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3NWAF PRI
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4OWEESTA CAP POOL
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5USDA
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6CITIZEN POTAWATAMIE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc7DEUTSCHE BANK AMERICAS FOUNDATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc8KALLIOPEIA FOUNDATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc9OWEESTA AG NOTE PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc10OWEESTA AG NOTE PAYABLE #2
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc11NIMIIPUU COMMUNITY LOAN PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02775894
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE UNDER IRC SECTION 501(C)3. THE ORGANIZATION IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS AN OTHER-THAN-PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAX IS MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04686
IRS990ScheduleD/TotalExpensesPerForm990Amt01313059
IRS990ScheduleD/TotalLiabilityAmt03144202
IRS990ScheduleD/TotalRevenuePerForm990Amt02775894
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02775894
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01313059
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt022684
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt124407
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt28810
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd21
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd20
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd2X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0SMALL BUSINESS LOAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1CONSTRUCTION/ REHAB LOAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt2MERCY LOAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt040915
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt125000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt28810
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0TERRY PAYNE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1THEODORE PICCOLO
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm2KENNETH STAGNER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0BOARD MEMBER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1EXECUTIVE DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt2BOARD MEMBER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd21
IRS990ScheduleL/TotalBalanceDueAmt055901
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT COPY OF THE 990 IS REVIEWED BY THE CONTROLLER AND EXECUTIVE DIRECTOR. A FINAL COPY IS PROVIDED TO THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD MEMBERS REVIEW A LIST OF VENDORS ANNUALLY TO DETERMINE ANY CONFLICT OF INTEREST. IN ADDITION, THEY REVIEW THE WRITTEN POLICY AND AVOW/DISAVOW ANY APPLICABLE CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS WHO CONDUCT A COMPARISON STUDY OF EXECUTIVE DIRECTOR SALARIES AT OTHER NATIVE CDFI'S AND TOP MANAGEMENT POSITIONS AT THE LOCAL TRIBAL OFFICE, WHICH ARE DOCUMENTED IN THE BOARD MINUTES.

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,201,180
Liabilities
$3,169,460
Net assets
$7,031,720
Revenue
$2,775,894
Expenses
$1,313,059
Net income
$1,462,835
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.6$6.22$13.3$5.16$0.98$4.18
2023Detailed filing. Detailed filing data is available for this year.$16.1$6.69$9.39$2.36$1.78$0.58
2022Detailed filing. Detailed filing data is available for this year.$14.9$4.35$10.6$0.87$0.79$0.08
2021Detailed filing. Detailed filing data is available for this year.$14.2$3.70$10.5$3.97$0.52$3.45
2020Detailed filing. Detailed filing data is available for this year.$10.2$3.17$7.03$2.78$1.31$1.46
2019Detailed filing. Detailed filing data is available for this year.$8.81$3.24$5.57$1.37$0.68$0.70
2018Detailed filing. Detailed filing data is available for this year.$6.88$2.01$4.87$1.84$0.64$1.20
2017Detailed filing. Detailed filing data is available for this year.$4.33$0.66$3.67$1.13$0.51$0.62
2016Detailed filing. Detailed filing data is available for this year.$3.55$0.50$3.05$1.47$0.46$1.01
2015Detailed filing. Detailed filing data is available for this year.$2.31$0.26$2.05$0.40$0.39$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.16$0.12$2.04$0.96$0.31$0.66
2013Detailed filing. Detailed filing data is available for this year.$1.51$0.01$1.50$0.50$0.26$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.10$1.26$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$0.09