Civic Intelligence

Accion Opportunity Fund Community Development

990 • Fiscal year 2023 • EIN 31-1719434

Jul 01, 2022 to Jun 30, 2023 • Filed on May 09, 2024

Organization ProfileAOFUND.ORG

View Organization Page

Refreshing map…

111 West St John Street 800San Jose, CA 95113

(408) 297-0204

Siviq Scores

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

Liabilities / Assets

78th percentile

0.68x

Higher debt load relative to assets than 78% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

3.09x

Higher debt load relative to revenue than 86% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Net Margin

31st percentile

-1.9%

Higher net margin than 31% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

44th percentile

$421,228

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

18th percentile

-14%

Faster revenue growth than 18% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$228,764,404

Up $31,089,812 (+16%) from 2022

Net Assets

Down

$72,775,396

Down $985,673 (-1.3%) from 2022

Liabilities

Up

$155,989,008

Up $32,075,485 (+26%) from 2022

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin31st percentile

Revenue

Down

$50,501,448

Down $8,446,884 (-14%) from 2022

Expenses

Up

$51,481,991

Up $14,532,844 (+39%) from 2022

Net Income

Down

-$980,543

Down $22,979,728 (-104%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$300M$200M$100M$0Assets 2012: $45,173,655Liabilities 2012: $33,485,514Net Assets 2012: $11,688,1412012Assets 2013: $30,198,126Liabilities 2013: $17,216,020Net Assets 2013: $12,982,1062013Assets 2015: $50,694,651Liabilities 2015: $29,298,241Net Assets 2015: $21,396,4102015Assets 2016: $75,398,341Liabilities 2016: $49,782,874Net Assets 2016: $25,615,4672016Assets 2018: $101,313,439Liabilities 2018: $74,899,735Net Assets 2018: $26,413,7042018Assets 2019: $120,500,262Liabilities 2019: $94,177,559Net Assets 2019: $26,322,7032019Assets 2020: $131,694,141Liabilities 2020: $95,595,231Net Assets 2020: $36,098,9102020Assets 2021: $200,481,759Liabilities 2021: $148,650,364Net Assets 2021: $51,831,3952021Assets 2022: $197,674,592Liabilities 2022: $123,913,523Net Assets 2022: $73,761,0692022Assets 2023: $228,764,404Liabilities 2023: $155,989,008Net Assets 2023: $72,775,3962023

Highlighted filing

2023

Assets$228,764,404
Liabilities$155,989,008
Net Assets$72,775,396
Open 2023 Filing

Operations Trend

Revenue Growth18th percentile

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

$60M$40M$20M$0-$20MExpenses 2012: $6,871,0672012Expenses 2013: $7,073,0862013Revenue 2015: $16,366,009Expenses 2015: $10,848,242Net Income 2015: $5,517,7672015Revenue 2016: $18,291,420Expenses 2016: $14,084,236Net Income 2016: $4,207,1842016Revenue 2018: $23,892,492Expenses 2018: $25,900,577Net Income 2018: -$2,008,0852018Revenue 2019: $30,948,868Expenses 2019: $31,063,419Net Income 2019: -$114,5512019Revenue 2020: $45,705,804Expenses 2020: $35,943,453Net Income 2020: $9,762,3512020Revenue 2021: $53,600,614Expenses 2021: $37,865,674Net Income 2021: $15,734,9402021Revenue 2022: $58,948,332Expenses 2022: $36,949,147Net Income 2022: $21,999,1852022Revenue 2023: $50,501,448Expenses 2023: $51,481,991Net Income 2023: -$980,5432023

Highlighted filing

2023

Revenue$50,501,448
Expenses$51,481,991
Net Income-$980,543
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 9, 2024
Return Version
2022v5.0
Gross Receipts
$51,231,709
Mission and Program Overview

Mission

Opportunity fund mission is to drive economic mobility by delivering affordable capital and responsible financial solutions to determined entrepreneurs and communities.

To deliver affordable capital and responsible financial solutions (see sch. O for continuation) to underserved entrepreneurs and communities, with a special focus on low-income people, people of color, and women.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$142,896,107$121,445,457▼ $21,450,650
Savings and Temporary Cash Investments$19,219,854$23,076,528▲ $3,856,674
Pledges and Grants Receivable$17,067,078$20,203,643▲ $3,136,565
Investments in Publicly Traded Securities$2,982,711$7,145,340▲ $4,162,629
Accounts Receivable$1,361,743$1,994,934▲ $633,191
Land, Buildings, and Equipment, Net$1,594,204$1,628,464▲ $34,260
Investments Program Related$849,273$854,811▲ $5,538
Prepaid Expenses and Deferred Charges$714,332$638,362▼ $75,970
Intangible Assets$333,333$0▼ $333,333
Total Assets$197,674,592$228,764,404▲ $31,089,812
Other Assets Total$10,655,957$51,776,865▲ $41,120,908
Liabilities
Mortgage Notes Payable Secured by Investment Property$118,512,406$148,682,580▲ $30,170,174
Accounts Payable and Accrued Expenses$5,361,087$5,990,234▲ $629,147
Other Liabilities$399$1,316,194▲ $1,315,795
Deferred Revenue$39,631--
Total Liabilities$123,913,523$155,989,008▲ $32,075,485
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$52,184,005$48,534,346▼ $3,649,659
Net Assets With Donor Restrictions$21,577,064$24,241,050▲ $2,663,986
Total Net Assets Fund Balance$73,761,069$72,775,396▼ $985,673
Total Liabilities and Net Assets / Fund Balance$197,674,592$228,764,404▲ $31,089,812

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,441,788$4,711,403$6,153,191
Equipment$185,658$176,673$362,331
Leasehold Improvements$1,018$175,509$176,527
Other Assets Org$1,279,807--
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Luz Lopez UrrutiaChief Executive OfficerFT$335,833$85,395$421,228
Rolland JurgensEvp & CFO (thru 09/22)FT$285,000$101,440$386,440
Michael RapaportPresident, COOFT$302,625$81,088$383,713
Anjana Thatte BerdeChief People OfficerFT$279,010$72,370$351,380
Christopher PilkertonChief Legal & Regulatory Strategy OfficerFT$318,195$23,938$342,133
Christopher PilkertonChief Legal & Regulatory Strategy of-$277,406$64,727$342,133
Lauren N Van Der TuinChief Analytics OfficerFT$275,000$59,500$334,500
Luis RodriguezChief Operations & Servicing OfficerFT$228,131$104,315$332,446
Gina HarmanChief Administrative OfficerPT$267,800$63,103$330,903
Kevin P GabelVP, ProductFT$258,000$63,516$321,516
Eric Sean TruxTreasurerFT$206,383$78,709$285,092
Veronica Figoli FleischerChief Development OfficerFT$222,613$32,200$254,813
James XuSr. Director, Analytics & Business IntelligenceFT$236,503$15,197$251,700
James XuSr. Director, Analytics & Business I-$209,934$41,766$251,700
Gretchen RuethlingSVP, Strategic Partnership and ProgramsFT$229,330$13,475$242,805
Gretchen RuethlingSVP, Strategic Partnership and Progr-$197,625$45,180$242,805

Board Members and Trustees

NameTitle
Greg AvisBoard Chair
Jim KoshlandVice Chair & Secretary
Brian GrahamDirector
Caretha ColemanDirector
Debra EngelDirector
Diana TaylorDirector
Dickson ChuDirector
Esteban AltschulDirector
Joni CropperDirector
Juanita LottDirector
Lata KrishnanDirector
Madeleine FacklerDirector
Michael SchleinDirector
Mickey KonsonDirector
Parker HudnutDirector
Phil BlackDirector
Sam RamosDirector
Solana CozzoDirector
Swati BhatiaDirector
Todd BakerDirector
Nathalie Molina NinoDirector (thru 09/22)

Highest Paid Contractors

ContractorServicesLocationCompensation
Sutherland Global Collection Services LlLoan Payment Collections Service1160 PITTSFORD VICTOR ROAD, Pittusford, NY 14534$2,628,410
Virsa Capital INCReferral Fee For Small Business Loans17914 MURPHY PARKWAY, Lathrop, CA 95330$1,739,555
Bairesdev LLCSoftware Development Services1999 S BASCOM AVENUE, Cambell, CA 95008$776,817
Piton Labs LLCSoftware Development Services9450 SW GEMINI DRIVE PMB 44348, Beaverton, OR 97006$530,801
Q2 Software INCLoan Origination ServicesPO BOX 205970, Dallas, TX 75320-5970$504,383
Revenue and Support

Revenue Composition

Contributions and Grants
$22,422,998
Program Service Revenue
$26,448,246
Investment Income
$1,630,204
Other Revenue
$0
All Other Contributions
$18,354,834
Change in Net Assets
$-980,543

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$49,992Fair Market Value (FMV)
Total Noncash Contributions2$49,992-

Audited Revenue Reconciliation

Revenue per Audited Statements
$47,394,896
Revenue Not Reported on Financial Statements
$3,106,552
Revenue Not Reported on Form 990
$-7,521,565
Total Revenue per Audited Statements
$39,873,331
Total Revenue per Form 990
$50,501,448
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$26,102,705
Salaries, Compensation, and Employee Benefits$21,601,757
Grants and Similar Amounts Paid$3,777,529
Total Fundraising Expense$3,137,111
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$12,862,492$607,039$1,994,827$15,464,358
Information Technology$3,221,848$869,145$177,590$4,268,583
Grants to Domestic Individuals$3,292,529--$3,292,529
Interest$3,106,552--$3,106,552
Current Officers, Directors, Trustees, and Key Employees$176,219$2,046,288$271,394$2,493,901
Fees for Services Other$951,912$720,618$214,427$1,886,957
Other Employee Benefits$1,181,891$510,507$73,140$1,765,538
Payroll Taxes$659,449$498,631$83,814$1,241,894
Depreciation Depletion$500,291$278,361$58,670$837,322
Advertising$553,013$164,129$111,621$828,763
Pension Plan Contributions$379,067$217,928$39,071$636,066
Occupancy$320,747$181,067$37,248$539,062
Grants to Domestic Orgs$485,000--$485,000
Fees for Services Accounting$12,950$291,435-$304,385
Travel$154,227$82,216$24,488$260,931
Office Expenses$135,961$57,996$16,738$210,695
Insurance$83,469$46,442$9,789$139,700
Conferences and Meetings$38,082$71,433$17,212$126,727
Fees for Services Legal$26,765$61,783-$88,548
Other Expenses$8,811$2,174$458$11,443
All Other Expenses$4,895-$6,012$10,907
Total Functional Expenses$41,476,651$6,868,229$3,137,111$51,481,991

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$51,481,991
Total Expenses per Audited Statements$40,859,004
Expenses per Audited Statements$40,178,840
Expenses Not Reported on Financial Statements$11,303,151
Other Expense Adjustments$8,196,599
Expenses Not Reported on Form 990$680,164
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
NalcabSan Antonio, TX501(c)(3)Program Support$250,000
Allies for Community Business IncChicago, IL501(c)(3)Micro-lending Activites & Program Support$100,000
Accion InternationalCambridge, MA501(c)(3)Program Support$50,000
AccessitySan Diego, CA501(c)(3)Micro-lending Activites & Program Support$25,000
Center for Women & Enterprise IncBoston, MA501(c)(3)Program Support$25,000
Hot Bread KitchenBrooklyn, NY501(c)(3)Program Support$25,000
Northern Nevada HopesReno, NV501(c)(3)Program Support$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$1,315,795
Savings Program Match$399
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Accion opportunity fund inc., a delaware nonstock, nonprofit corporation, is the sole statutory member of the filing organization.”

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

“Accion opportunity fund is the sole statutory member of the filing organization as defined in section 5056 of the california nonprofit public benefit corporation law. As nearly as possible as one-third of the directors shall be elected to the board at each annual meeting of the members.”

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

“Accion opportunity fund audit committee shall have the responsibility for reviewing the organization's form 990 (including all pertinent schedules) before it is filed with the internal revenue service. Once the audit committee has approved the draft form 990, it shall be sent to all members of the board of directors for their review, prior to filing with irs. Once the review period has been duly expired, the form 990 is filed with the irs.”

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

“The organization requires each director, principal officer and board members to sign a disclosure statement which affirms they received a copy, read and understand, and comply with the organization's conflict of interest policy.”

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

“Aofcd uses a market based salary structure from 4 (four) competitive sets: non-profit, financial services-banks, financial services-credit union, and fintech based on size, revenue, industry, and geographic location to create min/mid/max ranges for each role. Human resources reviews external market data annually. The board of directors votes on the ceo's salary.”

Form 990, Part VI, Section C, Line 19

“All governing documents, conflict of interest policy, and the financial statements are available upon request in writing to the organization. The form 990 is also available at guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Accion Opportunity Fund Community
EIN
31-1719434
Phone
4082970204
Address
111 WEST ST JOHN STREET 800, SAN JOSE, CA 95113

Signing Officer

Name
David Coultas
Title
Chief Financial & Operating Officer
Phone
4082970204
Signed
2024-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Coultas
Formed
1993
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
20
Employees
182
Volunteers
21

Preparer

Firm
Armanino Llp
Address
50 W SAN FERNANDO ST STE 500, SAN JOSE, CA 95113
Preparer
Matthew Petroski
Phone
4082006400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The organization is exempt from federal income taxes under the provisions of section 501(c)(3) of the internal revenue code. In addition, the organization qualifies for charitable contribution deductions and has been classified as an organization that is not a private foundation. Income which is not related to exempt purposes less applicable deductions, is subject to federal and state corporate income taxes. The organization had no unrelated business income for the years ended june 30, 2023 and 2022, respectively. The organization is exempt from california state income taxes under the provision of section 23701d of the revenue and taxation code. The organization may be liable for income taxes based on income earned in other states in which it has not yet applied for exemption. As of june 30, 2023 and 2022, the organization assessed the amount of state taxes, if any, to be immaterial to its financial statements and did not accrue any tax liability in its statement of financial position. The organization is subject to potential examination by taxing authorities for income tax returns filed in the u.s. Federal jurisdiction and the state of california. The tax years that remain subject to potential examination for the u.s. Federal jurisdiction are years ended june 30, 2020, and forward. The state of california tax jurisdiction is subject to potential examination for years ended june 30, 2019 and forward. As of june 30, 2023 and 2022, management did not identify any uncertain tax positions.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Provision for loan losses -8,196,599.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Provision for loan losses 8,196,599.”

Raw XML AppendixShowing 400 of 1,698 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05361087
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05990234
IRS990/AccountsReceivableGrp/BOYAmt01361743
IRS990/AccountsReceivableGrp/EOYAmt01994934
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO DELIVER AFFORDABLE CAPITAL AND RESPONSIBLE FINANCIAL SOLUTIONS (SEE SCH. O FOR CONTINUATION) TO UNDERSERVED ENTREPRENEURS AND COMMUNITIES, WITH A SPECIAL FOCUS ON LOW-INCOME PEOPLE, PEOPLE OF COLOR, AND WOMEN.
IRS990/AdvertisingGrp/FundraisingAmt0111621
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0164129
IRS990/AdvertisingGrp/ProgramServicesAmt0553013
IRS990/AdvertisingGrp/TotalAmt0828763
IRS990/AllOtherContributionsAmt018354834
IRS990/AllOtherExpensesGrp/FundraisingAmt06012
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04895
IRS990/AllOtherExpensesGrp/TotalAmt010907
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0KATE LAWRENCE
IRS990/BooksInCareOfDetail/PhoneNum06506139311
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0111 WEST ST JOHN STREET STE 800
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095113
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt020
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0271394
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt02046288
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0176219
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt02493901
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt017212
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt071433
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt038082
IRS990/ConferencesMeetingsGrp/TotalAmt0126727
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt02628410
IRS990/ContractorCompensationGrp/CompensationAmt11739555
IRS990/ContractorCompensationGrp/CompensationAmt2776817
IRS990/ContractorCompensationGrp/CompensationAmt3530801
IRS990/ContractorCompensationGrp/CompensationAmt4504383
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01160 PITTSFORD VICTOR ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt117914 MURPHY PARKWAY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt21999 S BASCOM AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt39450 SW GEMINI DRIVE PMB 44348
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4PO BOX 205970
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PITTUSFORD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1LATHROP
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2CAMBELL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3BEAVERTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4DALLAS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd014534
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd195330
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd295008
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd397006
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd4753205970
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0SUTHERLAND GLOBAL COLLECTION SERVICES LL
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1VIRSA CAPITAL INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2BAIRESDEV LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3PITON LABS LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4Q2 SOFTWARE INC
IRS990/ContractorCompensationGrp/ServicesDesc0LOAN PAYMENT COLLECTIONS SERVICE
IRS990/ContractorCompensationGrp/ServicesDesc1REFERRAL FEE FOR SMALL BUSINESS LOANS
IRS990/ContractorCompensationGrp/ServicesDesc2SOFTWARE DEVELOPMENT SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc3SOFTWARE DEVELOPMENT SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc4LOAN ORIGINATION SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt022422998
IRS990/CYGrantsAndSimilarPaidAmt03777529
IRS990/CYInvestmentIncomeAmt01630204
IRS990/CYOtherExpensesAmt026102705
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt026448246
IRS990/CYRevenuesLessExpensesAmt0-980543
IRS990/CYSalariesCompEmpBnftPaidAmt021601757
IRS990/CYTotalExpensesAmt051481991
IRS990/CYTotalFundraisingExpenseAmt03137111
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt050501448
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt039631
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt058670
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0278361
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0500291
IRS990/DepreciationDepletionGrp/TotalAmt0837322
IRS990/Desc0SMALL BUSINESS LENDING PROGRAM - THE ORGANIZATION MAKES LOANS TO SMALL BUSINESSES THAT LACK ACCESS TO AFFORDABLE CREDIT FROM TRADITIONAL SOURCES. SINCE INCEPTION, THE ORGANIZATION HAS MADE OVER 26,900 LOANS TOTALING $813 MILLION TO SMALL BUSINESSES WHOSE OWNERS ARE PRIMARILY PEOPLE OF COLOR AND LOW AND MODERATE INCOME. MANY LOANS TO CALIFORNIA-BASED BORROWERS ARE ENROLLED IN A LOAN LOSS RESERVE PARTIALLY FUNDED BY THE STATE OF CALIFORNIA AS PART OF ITS CAPITAL ACCESS PROGRAM. (SEE SCHEDULE O FOR CONTINUATION)BEGINNING IN JUNE 2020, IN RESPONSE TO COVID-19, THE ORGANIZATION BEGAN OFFERING LOWER COST LOANS WITH INTEREST RATES FROM 4-4.25% TO SELECT BORROWERS WHO WERE SEVERELY IMPACTED BY COVID-19. THE ORGANIZATION ALSO BEGAN PARTICIPATING IN SELECT PUBLIC-PRIVATE PARTNERSHIPS THAT OFFER LOW-RATE LOAN PROGRAMS. THESE LOANS ARE TYPICALLY BACKSTOPPED BY A LOAN LOSS RESERVE PROGRAM ADMINISTERED BY A GOVERNMENT AGENCY AND SOLD TO A SPECIAL PURPOSE CREDIT VEHICLE WHERE ONLY A PORTION OF THE LOANS, TYPICALLY 5-10%, REMAIN ON THE ORGANIZATION'S CONSOLIDATED STATEMENT OF FINANCIAL POSITION.IN APRIL 2020 THE ORGANIZATION WAS APPROVED AS A PAYCHECK PROTECTION PROGRAM ("PPP") LENDER BY THE U.S. SMALL BUSINESS ADMINISTRATION. THIS PRODUCT FOR SMALL BUSINESSES RANGES IN SIZE BASED ON THE PAYROLL OF THE COMPANY, HAS A 1% FIXED INTEREST RATE, AND MAY BE FULLY FORGIVABLE IF THE FUNDS ARE USED FOR AN ELIGIBLE PURPOSE. AS OF JUNE 30, 2023, SUBSTANTIALLY ALL PPP LOANS HAVE BEEN FULLY REPAID.THE ORGANIZATION SELLS PARTICIPATIONS IN ITS LOAN PORTFOLIO. THE PURPOSE OF THESE SALES IS TO MANAGE CREDIT CONCENTRATION IN THE ORGANIZATION'S PORTFOLIO AND TO GENERATE LIQUIDITY TO PROVIDE FOR ADDITIONAL LOAN GROWTH. LOANS ARE TYPICALLY SOLD AT A PREMIUM OVER FACE VALUE AND THE ORGANIZATION RETAINS THE SERVICING OF THE LOANS, FOR WHICH IT CHARGES A MONTHLY FEE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt021577064
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt024241050
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt0182
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt040066064
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0291435
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt012950
IRS990/FeesForServicesAccountingGrp/TotalAmt0304385
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt061783
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt026765
IRS990/FeesForServicesLegalGrp/TotalAmt088548
IRS990/FeesForServicesOtherGrp/FundraisingAmt0214427
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0720618
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0951912
IRS990/FeesForServicesOtherGrp/TotalAmt01886957
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt61.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt71.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt81.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt91.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt101.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt111.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt121.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt131.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt141.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt151.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt161.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt171.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt181.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt191.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt201.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt211.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt223.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt231.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt250.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt260.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt270.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt280.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt290.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt300.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt320.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt330.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt037.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2237.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2338.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2532.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3340.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
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/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt017826
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/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2220148
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2334519
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2415159
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2515862
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2615801
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2723938
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt286750
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2913475
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3015259
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3122420
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3228540
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3315197
IRS990/Form990PartVIISectionAGrp/PersonNm0LUZ LOPEZ URRUTIA
IRS990/Form990PartVIISectionAGrp/PersonNm1GREG AVIS
IRS990/Form990PartVIISectionAGrp/PersonNm2JIM KOSHLAND
IRS990/Form990PartVIISectionAGrp/PersonNm3ESTEBAN ALTSCHUL
IRS990/Form990PartVIISectionAGrp/PersonNm4TODD BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm5SWATI BHATIA
IRS990/Form990PartVIISectionAGrp/PersonNm6PHIL BLACK
IRS990/Form990PartVIISectionAGrp/PersonNm7DICKSON CHU
IRS990/Form990PartVIISectionAGrp/PersonNm8CARETHA COLEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9SOLANA COZZO
IRS990/Form990PartVIISectionAGrp/PersonNm10JONI CROPPER
IRS990/Form990PartVIISectionAGrp/PersonNm11DEBRA ENGEL
IRS990/Form990PartVIISectionAGrp/PersonNm12MADELEINE FACKLER
IRS990/Form990PartVIISectionAGrp/PersonNm13BRIAN GRAHAM
IRS990/Form990PartVIISectionAGrp/PersonNm14PARKER HUDNUT
IRS990/Form990PartVIISectionAGrp/PersonNm15MICKEY KONSON
IRS990/Form990PartVIISectionAGrp/PersonNm16LATA KRISHNAN
IRS990/Form990PartVIISectionAGrp/PersonNm17JUANITA LOTT
IRS990/Form990PartVIISectionAGrp/PersonNm18NATHALIE MOLINA NINO
IRS990/Form990PartVIISectionAGrp/PersonNm19SAM RAMOS
IRS990/Form990PartVIISectionAGrp/PersonNm20MICHAEL SCHLEIN
IRS990/Form990PartVIISectionAGrp/PersonNm21DIANA TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm22ROLLAND JURGENS
IRS990/Form990PartVIISectionAGrp/PersonNm23MICHAEL RAPAPORT
IRS990/Form990PartVIISectionAGrp/PersonNm24LUIS RODRIGUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm25GINA HARMAN
IRS990/Form990PartVIISectionAGrp/PersonNm26ANJANA THATTE BERDE
IRS990/Form990PartVIISectionAGrp/PersonNm27CHRISTOPHER PILKERTON
IRS990/Form990PartVIISectionAGrp/PersonNm28VERONICA FIGOLI FLEISCHER
IRS990/Form990PartVIISectionAGrp/PersonNm29GRETCHEN RUETHLING
IRS990/Form990PartVIISectionAGrp/PersonNm30LAUREN N VAN DER TUIN
IRS990/Form990PartVIISectionAGrp/PersonNm31KEVIN P GABEL
IRS990/Form990PartVIISectionAGrp/PersonNm32ERIC SEAN TRUX
IRS990/Form990PartVIISectionAGrp/PersonNm33JAMES XU
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0403402
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/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22366292
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23349194
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24317287
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25315041
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26335579
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27318195
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28248063
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29229330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30319241
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt31299096
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt32256552
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt33236503
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/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt330
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR (THRU 09/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22EVP & CFO (THRU 09/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt23PRESIDENT, COO
IRS990/Form990PartVIISectionAGrp/TitleTxt24CHIEF OPERATIONS & SERVICING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt25CHIEF ADMINISTRATIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt26CHIEF PEOPLE OFFICER

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$228,764,404
Liabilities
$155,989,008
Net assets
$72,775,396
Revenue
$50,501,448
Expenses
$51,481,991
Net income
-$980,543
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$229$156$72.8$50.5$51.5$0.98
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$198$124$73.8$58.9$36.9$22.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$200$149$51.8$53.6$37.9$15.7
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$132$95.6$36.1$45.7$35.9$9.76
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$121$94.2$26.3$30.9$31.1$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$101$74.9$26.4$23.9$25.9$2.01
2016Detailed filing. Detailed filing data is available for this year.$75.4$49.8$25.6$18.3$14.1$4.21
2015Detailed filing. Detailed filing data is available for this year.$50.7$29.3$21.4$16.4$10.8$5.52
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.2$17.2$13.0$7.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.2$33.5$11.7$6.87