Civic Intelligence

Partners for the Common Good Inc.

990 • Fiscal year 2018 • EIN 36-4369806

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

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

0.69x

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

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

95th percentile

6.07x

Higher debt load relative to revenue than 95% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

89th percentile

45%

Higher net margin than 89% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

38th percentile

$207,349

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

85th percentile

18%

Faster asset growth than 85% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

80th percentile

24%

Faster revenue growth than 80% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$39,233,344

Up $6,119,525 (+18%) from 2017

Net Assets

Up

$12,151,154

Up $2,009,134 (+20%) from 2017

Liabilities

Up

$27,082,190

Up $4,110,391 (+18%) from 2017

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin89th percentile

Revenue

Up

$4,459,281

Up $860,648 (+24%) from 2017

Expenses

Up

$2,454,463

Up $295,219 (+14%) from 2017

Net Income

Up

$2,004,818

Up $565,429 (+39%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2018

Assets$39,233,344
Liabilities$27,082,190
Net Assets$12,151,154
Open 2018 Filing

Operations Trend

Revenue Growth80th 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

2018

Revenue$4,459,281
Expenses$2,454,463
Net Income$2,004,818
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$4,459,281
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$25,235,198$27,409,250▲ $2,174,052
Savings and Temporary Cash Investments$5,029,090$8,562,625▲ $3,533,535
Pledges and Grants Receivable$866,500$1,205,373▲ $338,873
Cash and Non-Interest-Bearing Accounts$1,619,607$1,137,667▼ $481,940
Investments in Publicly Traded Securities-$504,316-
Accounts Receivable$277,315$334,846▲ $57,531
Land, Buildings, and Equipment, Net$52,754$44,829▼ $7,925
Prepaid Expenses and Deferred Charges$7,105$8,188▲ $1,083
Total Assets$33,113,819$39,233,344▲ $6,119,525
Other Assets Total$26,250$26,250→ $0
Liabilities
Unsecured Notes Loans Payable$22,341,483$26,300,926▲ $3,959,443
Accounts Payable and Accrued Expenses$373,652$510,569▲ $136,917
Other Liabilities$256,664$270,695▲ $14,031
Total Liabilities$22,971,799$27,082,190▲ $4,110,391
Net Assets / Fund Balance
Unrestricted Net Assets$10,142,020$11,651,154▲ $1,509,134
Temporarily Rstr Net Assets-$500,000-
Total Net Assets Fund Balance$10,142,020$12,151,154▲ $2,009,134
Total Liabilities and Net Assets / Fund Balance$33,113,819$39,233,344▲ $6,119,525

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$44,829$308,868$353,697
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Andrew S BaldwinChief LendinFT$159,107$159,107
Carla L ManningsChief PrograFT$139,196$139,196

Board Members and Trustees

NameTitle
Kevin McqueenBoard Chair
Corinne FlorekDirector
Dan BetancourtDirector
David LandisDirector
Jie WangDirector
Karen KolliasDirector
Kim LevineDirector
Megan TeareDirector
Jeannine JacokesCEO
Andrew S BaldwinChief Lending and Co
Barbara DreherSecretary
Jennifer NovakTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Team BrandLending Consult511 DUKE STREET, Alexandria, VA 22314$124,733
Revenue and Support

Revenue Composition

Contributions and Grants
$1,542,741
Program Service Revenue
$2,906,302
Investment Income
$10,238
Other Revenue
$0
All Other Contributions
$567,741
Change in Net Assets
$2,004,818

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$40,736Fair Market Value
Total Noncash Contributions1$40,736-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,459,281
Revenue Not Reported on Form 990
$122,685
Total Revenue per Audited Statements
$4,581,966
Total Revenue per Form 990
$4,459,281
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,454,463
Total Fundraising Expense$225,653
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$496,546$323,569$137,635$957,750
Interest$554,848--$554,848
Fees for Services Other$191,919$36,564$57,925$286,408
Occupancy$39,620$25,428$10,982$76,030
Conferences and Meetings$17,804$43,928$11,407$73,139
Information Technology$17,722$26,432-$44,154
Depreciation Depletion$29,559$3,048-$32,607
Fees for Services Accounting$12,200$14,850-$27,050
Fees for Services Legal$13,693$376$5,321$19,390
Office Expenses$16,228$1,575$818$18,621
Other Expenses$6,720$10,582-$17,302
All Other Expenses$8,144$1,996-$10,140
Insurance-$3,938-$3,938
Advertising$303$184$1,565$2,052
Total Functional Expenses$1,715,776$513,034$225,653$2,454,463

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,572,832
Expenses per Audited Statements$2,454,463
Total Expenses per Form 990$2,454,463
Expenses Not Reported on Form 990$118,369
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$270,695
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The chief accounting and administrative officer works with the accounting firm to prepare the 990. Once it is completed by the accounting firm, it is returned to the caao and the chief executive officer for review. The return is then submitted by management to the finance sub-committee of the board of directors for approval. After the approval of the sub-committee, it is passed on to the entire board of directors, with a presentation from the audit firm.”

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 15A

“The board of directors performs an annual review of the chief executive officer. Any changes to compensation for the ceo are implemented during the annual budgeting process, with the approval of the board of directors. Any changes to compensation for other officers and key employees are also implemented during the annual budgeting process, with the approval of the chief executive officer. Periodically, the chief accounting and administrative officer will research salaries based on the industry standards and the practices of the organization's peers in the industry. In addition, the board of directors may request the same type of research and statistics regarding the compensation of the ceo. The board of directors approves the annual budget, which incorporates any compensation changes.”

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

“The board of directors performs an annual review of the chief executive officer. Any changes to compensation for the ceo are implemented during the annual budgeting process, with the approval of the board of directors. Any changes to compensation for other officers and key employees are also implemented during the annual budgeting process, with the approval of the chief executive officer. Periodically, the chief accounting and administrative officer will research salaries based on the industry standards and the practices of the organization's peers in the industry. In addition, the board of directors may request the same type of research and statistics regarding the compensation of the ceo. The board of directors approves the annual budget, which incorporates any compensation changes.”

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
2019-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeannine Jacokes
Formed
2000
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
10
Employees
0

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

“Consulting- general 191,919 36,564 57,925”

Financial Statement Notes

Schedule D, Page 3, Part X

“Pcg complies with the provisions of the financial accounting standards board codification topic, accounting for uncertainty in income taxes. Pcg is generally exempt from federal income tax under the provisions of section 501(c)(3) of the internal revenue code. Income which is not related to exempt purposes, less applicable deductions, is subject to federal and state corporate income taxes. For the years ended december 31, 2018 and 2017, no unrecognized tax benefit or liability exists. At december 31, 2018, tax years 2015 through 2017 remain subject to examination by federal and state taxing authorities.”

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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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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,233,344
Liabilities
$27,082,190
Net assets
$12,151,154
Revenue
$4,459,281
Expenses
$2,454,463
Net income
$2,004,818
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