Civic Intelligence

Partners for the Common Good Inc.

990 • Fiscal year 2019 • EIN 36-4369806

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

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

80th percentile

0.67x

Higher debt load relative to assets than 80% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

94th percentile

5.99x

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

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

90th percentile

47%

Higher net margin than 90% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

40th percentile

$212,562

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

65th percentile

9.2%

Faster revenue growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$43,601,544

Up $4,368,200 (+11%) from 2018

Net Assets

Up

$14,441,663

Up $2,290,509 (+19%) from 2018

Liabilities

Up

$29,159,881

Up $2,077,691 (+7.7%) from 2018

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin90th percentile

Revenue

Up

$4,871,661

Up $412,380 (+9.2%) from 2018

Expenses

Up

$2,582,621

Up $128,158 (+5.2%) from 2018

Net Income

Up

$2,289,040

Up $284,222 (+14%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2019

Assets$43,601,544
Liabilities$29,159,881
Net Assets$14,441,663
Open 2019 Filing

Operations Trend

Revenue Growth65th 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

2019

Revenue$4,871,661
Expenses$2,582,621
Net Income$2,289,040
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.0
Gross Receipts
$4,871,661
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$27,409,250$29,161,558▲ $1,752,308
Savings and Temporary Cash Investments$8,562,625$9,113,578▲ $550,953
Cash and Non-Interest-Bearing Accounts$1,137,667$3,647,604▲ $2,509,937
Pledges and Grants Receivable$1,205,373$795,373▼ $410,000
Investments in Publicly Traded Securities$504,316$505,785▲ $1,469
Accounts Receivable$334,846$312,570▼ $22,276
Land, Buildings, and Equipment, Net$44,829$34,332▼ $10,497
Prepaid Expenses and Deferred Charges$8,188$4,494▼ $3,694
Total Assets$39,233,344$43,601,544▲ $4,368,200
Other Assets Total$26,250$26,250→ $0
Liabilities
Unsecured Notes Loans Payable$26,300,926$28,398,043▲ $2,097,117
Accounts Payable and Accrued Expenses$510,569$430,742▼ $79,827
Other Liabilities$270,695$331,096▲ $60,401
Total Liabilities$27,082,190$29,159,881▲ $2,077,691
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,676,154$12,675,607▲ $1,999,453
Net Assets With Donor Restrictions$1,475,000$1,766,056▲ $291,056
Total Net Assets Fund Balance$12,151,154$14,441,663▲ $2,290,509
Total Liabilities and Net Assets / Fund Balance$39,233,344$43,601,544▲ $4,368,200

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$34,332$332,525$366,857
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrew S BaldwinChief LendinFT-$156,908$156,908
Carla L ManningsChief PrograFT-$147,260$147,260
Larita MimmsChief of AccFT-$112,584$112,584
David LandisDirector-$7,500-$7,500

Board Members and Trustees

NameTitle
Karen KolliasBoard Chair
Amirn KirkwoodDirector
Corinne FlorekDirector
Dan BetancourtDirector
Jie WangDirector
Kim LevineDirector
Megan TeareDirector
Patricia WittbergDirector
Jeannine JacokesCEO
Andrew S BaldwinChief Lending and Co
Barbara DreherSecretary
Jennifer NovakTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,639,871
Program Service Revenue
$2,209,936
Investment Income
$21,854
Other Revenue
$0
All Other Contributions
$2,074,871
Change in Net Assets
$2,289,040

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$41,406Fair Market Value (FMV)
Total Noncash Contributions1$41,406-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,871,661
Revenue Not Reported on Form 990
$1,469
Total Revenue per Audited Statements
$4,873,130
Total Revenue per Form 990
$4,871,661
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,582,621
Total Fundraising Expense$199,249
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$566,698$353,367$126,951$1,047,016
Interest$696,620--$696,620
Fees for Services Other$220,376$34,246-$254,622
Fees for Services Accounting$72,800$19,825-$92,625
Conferences and Meetings$27,310$47,320$11,637$86,267
Occupancy$39,876$24,865$8,933$73,674
Office Expenses$19,360$31,077$4,524$54,961
Advertising$182-$31,692$31,874
Depreciation Depletion$14,871$8,786-$23,657
All Other Expenses$9,964$12,139$1,167$23,270
Fees for Services Legal-$17,279-$17,279
Insurance-$10,789-$10,789
Other Expenses$5,719$1,823$1,590$9,132
Information Technology$5,602--$5,602
Total Functional Expenses$1,797,588$585,784$199,249$2,582,621

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,582,621
Total Expenses per Audited Statements$2,582,621
Total Expenses per Form 990$2,582,621
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$331,096
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
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
2020-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeannine Jacokes
Formed
2000
Legal Domicile
Il
Voting Board Members
11
Independent Board Members
11
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

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 year ended december 31, 2019 and 2018, no unrecognized tax provision or benefit exists.”

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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,601,544
Liabilities
$29,159,881
Net assets
$14,441,663
Revenue
$4,871,661
Expenses
$2,582,621
Net income
$2,289,040
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