Civic Intelligence

Partners for the Common Good Inc.

990 • Fiscal year 2016 • EIN 36-4369806

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 02, 2017

Organization ProfileWWW.PCGLOANFUND.ORG
1444 Eye Street NWWashington, DC 20005

(202) 689-8936

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.71x

Higher debt load relative to assets than 82% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

97th percentile

11.95x

Higher debt load relative to revenue than 97% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

22nd percentile

-4.8%

Higher net margin than 22% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

40th percentile

$211,914

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 12.0% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

54th percentile

3.1%

Faster asset growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

21%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$29,886,768

Up $906,533 (+3.1%) from 2015

Net Assets

Down

$8,702,631

Down $84,656 (-1.0%) from 2015

Liabilities

Up

$21,184,137

Up $991,189 (+4.9%) from 2015

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin22nd percentile

Revenue

Up

$1,772,816

Up $305,612 (+21%) from 2015

Expenses

Up

$1,857,472

Up $20,082 (+1.1%) from 2015

Net Income

Up

-$84,656

Up $285,530 (+77%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$100M$50M$0Assets 2012: $25,982,554Liabilities 2012: $18,471,843Net Assets 2012: $7,510,7112012Assets 2013: $27,412,468Liabilities 2013: $19,005,780Net Assets 2013: $8,406,6882013Assets 2014: $30,596,872Liabilities 2014: $21,439,399Net Assets 2014: $9,157,4732014Assets 2015: $28,980,235Liabilities 2015: $20,192,948Net Assets 2015: $8,787,2872015Assets 2016: $29,886,768Liabilities 2016: $21,184,137Net Assets 2016: $8,702,6312016Assets 2017: $33,113,819Liabilities 2017: $22,971,799Net Assets 2017: $10,142,0202017Assets 2018: $39,233,344Liabilities 2018: $27,082,190Net Assets 2018: $12,151,1542018Assets 2019: $43,601,544Liabilities 2019: $29,159,881Net Assets 2019: $14,441,6632019Assets 2020: $49,870,907Liabilities 2020: $33,982,246Net Assets 2020: $15,888,6612020Assets 2021: $56,393,023Liabilities 2021: $36,705,181Net Assets 2021: $19,687,8422021Assets 2022: $60,206,337Liabilities 2022: $39,797,902Net Assets 2022: $20,408,4352022Assets 2023: $66,464,950Liabilities 2023: $41,669,646Net Assets 2023: $24,795,3042023Assets 2024: $81,746,320Liabilities 2024: $50,638,055Net Assets 2024: $31,108,2652024

Highlighted filing

2016

Assets$29,886,768
Liabilities$21,184,137
Net Assets$8,702,631
Open 2016 Filing

Operations Trend

Revenue Growth82nd percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2012: $1,537,8212012Revenue 2013: $2,377,149Expenses 2013: $1,481,172Net Income 2013: $895,9772013Revenue 2014: $2,626,221Expenses 2014: $1,875,436Net Income 2014: $750,7852014Revenue 2015: $1,467,204Expenses 2015: $1,837,390Net Income 2015: -$370,1862015Revenue 2016: $1,772,816Expenses 2016: $1,857,472Net Income 2016: -$84,6562016Revenue 2017: $3,598,633Expenses 2017: $2,159,244Net Income 2017: $1,439,3892017Revenue 2018: $4,459,281Expenses 2018: $2,454,463Net Income 2018: $2,004,8182018Revenue 2019: $4,871,661Expenses 2019: $2,582,621Net Income 2019: $2,289,0402019Revenue 2020: $4,279,110Expenses 2020: $2,839,373Net Income 2020: $1,439,7372020Revenue 2021: $7,057,463Expenses 2021: $3,275,062Net Income 2021: $3,782,4012021Revenue 2022: $4,280,450Expenses 2022: $3,575,096Net Income 2022: $705,3542022Revenue 2023: $8,344,341Expenses 2023: $4,403,513Net Income 2023: $3,940,8282023Revenue 2024: $11,636,397Expenses 2024: $5,564,652Net Income 2024: $6,071,7452024

Highlighted filing

2016

Revenue$1,772,816
Expenses$1,857,472
Net Income-$84,656
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 2, 2017
Return Version
2016v3.0
Gross Receipts
$1,772,816
Mission and Program Overview

Mission

Our mission is to advance economic justice and opportunity by partnering with organizations who provide access to capital for low income people and communities.

Providing community development loans

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$18,827,287$23,712,060▲ $4,884,773
Savings and Temporary Cash Investments$7,319,881$4,149,404▼ $3,170,477
Cash and Non-Interest-Bearing Accounts$2,623,912$1,428,664▼ $1,195,248
Accounts Receivable$99,205$347,146▲ $247,941
Pledges and Grants Receivable-$100,000-
Land, Buildings, and Equipment, Net$89,296$92,866▲ $3,570
Prepaid Expenses and Deferred Charges$13,154$23,129▲ $9,975
Total Assets$28,980,235$29,886,768▲ $906,533
Other Assets Total$7,500$33,499▲ $25,999
Liabilities
Unsecured Notes Loans Payable$19,663,652$20,748,118▲ $1,084,466
Accounts Payable and Accrued Expenses$337,327$225,888▼ $111,439
Other Liabilities$191,969$210,131▲ $18,162
Total Liabilities$20,192,948$21,184,137▲ $991,189
Net Assets / Fund Balance
Unrestricted Net Assets$8,787,287$8,602,631▼ $184,656
Temporarily Rstr Net Assets-$100,000-
Total Net Assets Fund Balance$8,787,287$8,702,631▼ $84,656
Total Liabilities and Net Assets / Fund Balance$28,980,235$29,886,768▲ $906,533

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$92,866$228,203$321,069
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Carla L ManningsChief PrograFT$132,651$132,651

Board Members and Trustees

NameTitle
Kevin McqueenBoard Chair
Barbara DreherDirector
Dan BetancourtDirector
Jie WangDirector
Karen KolliasDirector
Mark ReigerDirector
Megan TeareDirector
Jeannine JacokesCEO
Sr Katherine FennelSecretary
Jennifer NovakTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$336,647
Program Service Revenue
$1,423,909
Investment Income
$12,260
Other Revenue
$0
All Other Contributions
$336,647
Change in Net Assets
$-84,656

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$26,617Fair Market Value
Total Noncash Contributions1$26,617-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,772,816
Total Revenue per Audited Statements
$1,772,816
Total Revenue per Form 990
$1,772,816
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,857,472
Total Fundraising Expense$78,458
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$479,389$284,022$57,460$820,871
Interest$407,488--$407,488
Fees for Services Other$147,457$47,765$5,000$200,222
Occupancy$39,055$23,139$4,681$66,875
Office Expenses$13,337$45,351$2,030$60,718
Conferences and Meetings$21,555$26,469$9,287$57,311
Fees for Services Legal$47,065$7,881-$54,946
Depreciation Depletion$29,085$11,219-$40,304
Fees for Services Accounting-$17,000-$17,000
Other Expenses$9,188$10,067-$9,188
Advertising-$4,043-$4,043
All Other Expenses$2,648$98-$2,746
Total Functional Expenses$1,294,731$484,283$78,458$1,857,472

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,857,472
Total Expenses per Audited Statements$1,857,472
Total Expenses per Form 990$1,857,472
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Other Reported Liabilities

LiabilityAmount
Accrued Interest Payable$210,131
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
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, Page 6, Part VI, Line 11B

“The director of finance works with the accounting firm to prepare the 990. Once it is completed by the accounting firm, it is returned to the director of finance and the chief executive officer for review. The return is then submitted by management to the audit/finance sub-committee of the board of directors for approval. Once all review has been completed, the chief executive officer signs the return and submits to the irs.”

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

“The policy is maintained via the general behavior of employees, and the ongoing relationship between the ceo and staff. Open communication is encouraged. A specific discussion would occur in the event of a situation requiring policy enforcement.”

Form 990, Page 6, Part VI, Line 19

“Available upon request for benefit of investors.”

Filing and Contact Details

Filer

Filer Name
Partners for the Common Good
EIN
36-4369806
Phone
2026898936
Address
1444 EYE STREET NW, WASHINGTON, DC 20005

Signing Officer

Name
Jeannine Jacokes
Title
CEO
Phone
2026898936
Signed
2017-08-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeannine Jacokes
Formed
2000
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
2

Preparer

Firm
Deleon & Stang Cpas and Advisors
Address
100 LAKEFOREST BLVD STE 650, GAITHERSBURG, MD 20877-2609
Preparer
Clint Lehman CPA
Phone
3019489825
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other fees 147,457 47,765 5,000”

Financial Statement Notes

Schedule D, Page 3, Part X

“Pcg complies with the provisions of financial accounting standards board codification topic accounting for uncertainty in income taxes for the years ended december 31, 2016 and 2015. No unrecognized tax provision or benefit exists.”

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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/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2COMPUTER REPAIR
IRS990/OtherExpensesGrp/Desc3LOAN DISTRIBUTION FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07229
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110067
IRS990/OtherExpensesGrp/ProgramServicesAmt073449
IRS990/OtherExpensesGrp/ProgramServicesAmt125015
IRS990/OtherExpensesGrp/ProgramServicesAmt29188
IRS990/OtherExpensesGrp/TotalAmt073449
IRS990/OtherExpensesGrp/TotalAmt132244
IRS990/OtherExpensesGrp/TotalAmt210067
IRS990/OtherExpensesGrp/TotalAmt39188
IRS990/OtherLiabilitiesGrp/BOYAmt0191969
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IRS990/OthNotesLoansReceivableNetGrp/BOYAmt018827287
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt023712060
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0100000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013154
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt023129
IRS990/PrincipalOfficerNm0JEANNINE JACOKES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525990
IRS990/ProgramServiceRevenueGrp/Desc0FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01423909
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01423909
IRS990/ProgSrvcAccomActy2Grp/Desc0CAPNEXUS - AN ONLINE TOOL FOR CDFIS, INVESTORS, AND OTHERS IN THE COMMUNITY DEVELOPMENT FINANCE FIELD TO CONNECT MISSION FOCUSED CAPITAL WITH COMMUNITY DEVELOPMENT PROJECTS. IT STRENGTHENS THE CAPACITY OF INSTITUTIONS AND THE INDUSTRY TO SERVE COMMUNITIES THAT NEED IT MOST.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0101176
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt023125
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0310068
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt016671
IRS990/PYOtherExpensesAmt01837390
IRS990/PYOtherRevenueAmt016923
IRS990/PYProgramServiceRevenueAmt01123542
IRS990/PYRevenuesLessExpensesAmt0-370186
IRS990/PYTotalExpensesAmt01837390
IRS990/PYTotalRevenueAmt01467204
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-84656
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01400784
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07319881
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04149404
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt020,007
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0336647
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0310068
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01514431
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01178536
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01623776
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04963458
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012260
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt016671
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt016063
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt026632
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt032531
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0104157
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01423909
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01123542
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01092643
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01171981
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01013913
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05825988
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012260
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt016671
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt016063
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt026632
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt032531
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0104157
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt016923
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt03084
IRS990ScheduleA/OtherIncome509Grp/TotalAmt020007
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98860
IRS990ScheduleA/PublicSupportPY509Pct00.97950
IRS990ScheduleA/PublicSupportTotal509Amt010789446
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01760556
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01433610
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02607074
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02350517
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02637689
IRS990ScheduleA/Total509Grp/TotalAmt010789446
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01772816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01467204
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02626221
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02377149
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02670220
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010913610
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt092866
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0228203
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0321069
IRS990ScheduleD/ExpensesSubtotalAmt01857472
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0210131
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED INTEREST PAYABLE
IRS990ScheduleD/RevenueSubtotalAmt01772816
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PCG COMPLIES WITH THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD CODIFICATION TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015. NO UNRECOGNIZED TAX PROVISION OR BENEFIT EXISTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt092866
IRS990ScheduleD/TotalExpensesPerForm990Amt01857472
IRS990ScheduleD/TotalLiabilityAmt0210131
IRS990ScheduleD/TotalRevenuePerForm990Amt01772816
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01772816
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01857472
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0175036
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt036878
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JEANNINE JACOKES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0211914
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0UNRELATED ORGANIZATION COMPENSATION - CHRISTIAN BROTHERS INVESTMENT SERVICES PROVIDED WAGE AND BENEFIT COMPENSATION IN THE AMOUNT OF 211,914 TO JEANNINE JACOKES, CHIEF EXECUTIVE OFFICER FOR THE SERVICES PROVIDED WHILE ACTING IN THOSE POSITIONS FOR THE PARTNERS FOR COMMON GOOD.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PART III
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IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0INTEREST DONATE
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt026617
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DIRECTOR OF FINANCE WORKS WITH THE ACCOUNTING FIRM TO PREPARE THE 990. ONCE IT IS COMPLETED BY THE ACCOUNTING FIRM, IT IS RETURNED TO THE DIRECTOR OF FINANCE AND THE CHIEF EXECUTIVE OFFICER FOR REVIEW. THE RETURN IS THEN SUBMITTED BY MANAGEMENT TO THE AUDIT/FINANCE SUB-COMMITTEE OF THE BOARD OF DIRECTORS FOR APPROVAL. ONCE ALL REVIEW HAS BEEN COMPLETED, THE CHIEF EXECUTIVE OFFICER SIGNS THE RETURN AND SUBMITS TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE POLICY IS MAINTAINED VIA THE GENERAL BEHAVIOR OF EMPLOYEES, AND THE ONGOING RELATIONSHIP BETWEEN THE CEO AND STAFF. OPEN COMMUNICATION IS ENCOURAGED. A SPECIFIC DISCUSSION WOULD OCCUR IN THE EVENT OF A SITUATION REQUIRING POLICY ENFORCEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST FOR BENEFIT OF INVESTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER FEES 147,457 47,765 5,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0363149302

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,886,768
Liabilities
$21,184,137
Net assets
$8,702,631
Revenue
$1,772,816
Expenses
$1,857,472
Net income
-$84,656
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$81.7$50.6$31.1$11.6$5.56$6.07
2023Detailed filing. Detailed filing data is available for this year.$66.5$41.7$24.8$8.34$4.40$3.94
2022Detailed filing. Detailed filing data is available for this year.$60.2$39.8$20.4$4.28$3.58$0.71
2021Detailed filing. Detailed filing data is available for this year.$56.4$36.7$19.7$7.06$3.28$3.78
2020Detailed filing. Detailed filing data is available for this year.$49.9$34.0$15.9$4.28$2.84$1.44
2019Detailed filing. Detailed filing data is available for this year.$43.6$29.2$14.4$4.87$2.58$2.29
2018Detailed filing. Detailed filing data is available for this year.$39.2$27.1$12.2$4.46$2.45$2.00
2017Detailed filing. Detailed filing data is available for this year.$33.1$23.0$10.1$3.60$2.16$1.44
2016Detailed filing. Detailed filing data is available for this year.$29.9$21.2$8.70$1.77$1.86$0.08
2015Detailed filing. Detailed filing data is available for this year.$29.0$20.2$8.79$1.47$1.84$0.37
2014Detailed filing. Detailed filing data is available for this year.$30.6$21.4$9.16$2.63$1.88$0.75
2013Detailed filing. Detailed filing data is available for this year.$27.4$19.0$8.41$2.38$1.48$0.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.0$18.5$7.51$1.54