Civic Intelligence

Great Rivers Community Trust

990 • Fiscal year 2023 • EIN 43-1925293

Apr 01, 2022 to Mar 31, 2023 • Filed on Feb 14, 2024

Organization ProfileN/A
33 S Chesapeake WayZebulon, NC 27597

(812) 764-0097

Siviq Scores

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

Liabilities / Assets

71st percentile

0.71x

Higher debt load relative to assets than 71% of similar nonprofits.

2023 filings • NTEE B • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

2.45x

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

2023 filings • NTEE B • $10M-$25M nonprofits • Source year 2023

Net Margin

85th percentile

28%

Higher net margin than 85% of similar nonprofits.

2023 filings • NTEE B • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • NTEE B • $10M-$25M nonprofits • Source year 2023

Asset Growth

90th percentile

104%

Faster asset growth than 90% of similar nonprofits.

2023 filings • NTEE B • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

81st percentile

27%

Faster revenue growth than 81% of similar nonprofits.

2023 filings • NTEE B • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$20,992,468

Up $10,681,621 (+104%) from 2022

Net Assets

Up

$6,070,172

Up $501,176 (+9.0%) from 2022

Liabilities

Up

$14,922,296

Up $10,180,445 (+215%) from 2022

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin85th percentile

Revenue

Up

$6,084,387

Up $1,288,932 (+27%) from 2022

Expenses

Up

$4,361,757

Up $3,095,269 (+244%) from 2022

Net Income

Down

$1,722,630

Down $1,806,337 (-51%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$40M$30M$20M$10M$0Assets 2010: $70,685Liabilities 2010: $67,248Net Assets 2010: $3,4372010Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $210,101Liabilities 2012: $200,000Net Assets 2012: $10,1012012Assets 2013: $36,304Liabilities 2013: $18,001Net Assets 2013: $18,3032013Assets 2014: $36,881Liabilities 2014: $18,001Net Assets 2014: $18,8802014Assets 2015: $16,978Liabilities 2015: $1Net Assets 2015: $16,9772015Assets 2020: $16,127Liabilities 2020: $02020Assets 2021: $3,326,063Liabilities 2021: $18,495Net Assets 2021: $3,307,5682021Assets 2022: $10,310,847Liabilities 2022: $4,741,851Net Assets 2022: $5,568,9962022Assets 2023: $20,992,468Liabilities 2023: $14,922,296Net Assets 2023: $6,070,1722023Assets 2024: $37,516,587Liabilities 2024: $29,561,862Net Assets 2024: $7,954,7252024Assets 2025: $39,138,669Liabilities 2025: $29,524,390Net Assets 2025: $9,614,2792025

Highlighted filing

2023

Assets$20,992,468
Liabilities$14,922,296
Net Assets$6,070,172
Open 2023 Filing

Operations Trend

Revenue Growth81st percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $71,3082010Expenses 2011: $64,7232011Expenses 2012: $02012Revenue 2013: $8,202Expenses 2013: $0Net Income 2013: $8,2022013Revenue 2014: $577Expenses 2014: $0Net Income 2014: $5772014Revenue 2015: $0Expenses 2015: $1,903Net Income 2015: -$1,9032015Revenue 2020: $0Expenses 2020: $20Net Income 2020: -$202020Revenue 2021: $3,957,436Expenses 2021: $440,485Net Income 2021: $3,516,9512021Revenue 2022: $4,795,455Expenses 2022: $1,266,488Net Income 2022: $3,528,9672022Revenue 2023: $6,084,387Expenses 2023: $4,361,757Net Income 2023: $1,722,6302023Revenue 2024: $9,521,573Expenses 2024: $4,634,135Net Income 2024: $4,887,4382024Revenue 2025: $6,023,593Expenses 2025: $3,355,450Net Income 2025: $2,668,1432025

Highlighted filing

2023

Revenue$6,084,387
Expenses$4,361,757
Net Income$1,722,630
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Feb 14, 2024
Return Version
2022v5.0
Gross Receipts
$6,084,387
Mission and Program Overview

Mission

To support community development financial institutions (cdfis) through the creation and ongoing development of a secondary market for cdfi small business loans. To exercise any, all and every lawful power of a nonprofit corporation organized under missouri law; provided, however, that nothing herein shall be construed to give the corporation any purpose that is not permitted under internal revenue code section 501(c)(3).

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$5,152,118$10,093,781▲ $4,941,663
Other Notes and Loans Receivable, Net$3,142,065$8,792,751▲ $5,650,686
Accounts Receivable$405,414$1,491,155▲ $1,085,741
Savings and Temporary Cash Investments$1,586,636$343,244▼ $1,243,392
Prepaid Expenses and Deferred Charges-$89,970-
Total Assets$10,310,847$20,992,468▲ $10,681,621
Other Assets Total$24,614$181,567▲ $156,953
Liabilities
Unsecured Notes Loans Payable$2,499,968$11,000,000▲ $8,500,032
Mortgage Notes Payable Secured by Investment Property$1,900,000$2,900,000▲ $1,000,000
Accounts Payable and Accrued Expenses$271,883$1,022,296▲ $750,413
Other Liabilities$70,000$0▼ $70,000
Total Liabilities$4,741,851$14,922,296▲ $10,180,445
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,700,749$5,814,482▲ $2,113,733
Net Assets With Donor Restrictions$1,868,247$255,690▼ $1,612,557
Total Net Assets Fund Balance$5,568,996$6,070,172▲ $501,176
Total Liabilities and Net Assets / Fund Balance$10,310,847$20,992,468▲ $10,681,621
Compensation and Service Providers
Top Officer Pay24th percentile

Board Members and Trustees

NameTitle
Joyce KleinChair
Andrea LevereVice Chair
Amber Kuchar-bellBoard Member
Andy KaufmanBoard Member
Bernard WorthyBoard Member
Francisco LopezBoard Member
Sara RazaviBoard Member
Harold PettigrewBOARD MEMBER (TO JUN '22)
Alberto ParacchiniSecretary
Robert VillarrealTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Revolve Asset ManagementAsset Management Services33 S CHESAPEAKE WAY, Zebulon, NC 27597$616,233
Revenue and Support

Revenue Composition

Contributions and Grants
$5,065,205
Program Service Revenue
$376,371
Investment Income
$642,811
Other Revenue
$0
All Other Contributions
$5,065,205
Change in Net Assets
$1,722,630
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,849,748
Other Expenses$1,512,009
Total Fundraising Expense$25,056
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,849,748--$2,849,748
Fees for Services Other$1,127,992$24,546$24,546$1,177,084
Interest$111,093--$111,093
Fees for Services Legal$36,976$43,532-$80,508
Office Expenses$55,751$1,956-$57,707
Information Technology$19,789$19,789-$39,578
Insurance$19,368$510$510$20,388
All Other Expenses$13,414--$13,414
Advertising$11,699--$11,699
Other Expenses$322$108-$430
Travel$108--$108
Total Functional Expenses$4,246,260$90,441$25,056$4,361,757
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Accion Opportunity Fund Community DevelopmentSan Jose, CA501(c)(3)General Support$918,880
DreamspringAlbuquerque, NM501(c)(3)General Support$728,392
Liftfund IncSan Antonio, TX501(c)(3)General Support$389,933
Working Solutions CdfiSan Francisco, CA501(c)(3)General Support$315,916
Main Street LaunchOakland, CA501(c)(3)General Support$206,568
AccessitySan Diego, CA501(c)(3)General Support$143,632
Ascendus IncNew York City, NY501(c)(3)General Support$60,158
WomenventureMinneapolis, MN501(c)(3)General Support$34,440
Justine Petersen Housing and Reinvestment CorporationSaint Louis, MO501(c)(3)General Support$28,381
Allies for Community BusinessChicago, IL501(c)(3)General Support$23,448
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Francisco Lopez Is an Officer of DreamspringPurchase of LoansNo$13,282,423
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
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The board of directors of great rivers community trust has contracted with revolve asset management to carry out various management duties at the strategic direction of the board.”

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

“Great rivers community trust's 990 is first reviewed by the controller and the managing director. Once the managing director approves the 990, it is then presented to the board of directors for their review. Lastly, theboard chair reviews the 990. Once the board chair approves the 990, it is signed and the organization's accountants are notified of the consent to file the form.”

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

“Senior management reviews the application of the conflict of interest policy on any real or perceived issues that occurred during the year. The appropriateness of the policy is discussed with attention to the requirements by funding sources and modifications made. If necessary, all modifications are presented for board approval. The board of directors signs a statement yearly that confirms that they have read and are still following the policy.”

Form 990, Part VI, Section C, Line 19

“Great rivers community trust makes its governing documents, conflict of interest policy, and financial statements available to the public by providing copies to those who request the aforementioned documents”

Filing and Contact Details

Filer

Filer Name
Great Rivers Community Trust
EIN
43-1925293
Phone
8127640097
Address
33 S CHESAPEAKE WAY, ZEBULON, NC 27597
Doing Business As
Scale Link

Signing Officer

Name
Robert Villareal
Title
Board Treasurer
Phone
8127640097
Signed
2024-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Villarreal
Formed
2001
Legal Domicile
Mo
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Johnson Lambert Llp
Address
4242 SIX FORKS ROAD SUITE 1500, RALEIGH, NC 27609
Preparer
J Calvin Marks
Phone
9197196400
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contractors: program service expenses 932,737. Management and general expenses 24,546. Fundraising expenses 24,546. Total expenses 981,829. Lender servicing: program service expenses 195,255. Management and general expenses 0. Fundraising expenses 0. Total expenses 195,255.”

FORM 990, PART XI, LINE 9:

“Provision for loan loss reserve -1,221,454.”

Financial Statement Notes

PART X, LINE 2:

“Management believes there are no uncertain tax positions as of march 31, 2023.”

Raw XML AppendixShowing 400 of 563 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS (CDFIS) THROUGH THE CREATION AND ONGOING DEVELOPMENT OF A SECONDARY MARKET FOR CDFI SMALL BUSINESS LOANS. TO EXERCISE ANY, ALL AND EVERY LAWFUL POWER OF A NONPROFIT CORPORATION ORGANIZED UNDER MISSOURI LAW; PROVIDED, HOWEVER, THAT NOTHING HEREIN SHALL BE CONSTRUED TO GIVE THE CORPORATION ANY PURPOSE THAT IS NOT PERMITTED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01900000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02900000
IRS990/NetAssetsOrFundBalancesBOYAmt05568996
IRS990/NetAssetsOrFundBalancesEOYAmt06070172
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03700749
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05814482
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01956
IRS990/OfficeExpensesGrp/ProgramServicesAmt055751
IRS990/OfficeExpensesGrp/TotalAmt057707
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt024614
IRS990/OtherAssetsTotalGrp/EOYAmt0181567
IRS990/OtherChangesInNetAssetsAmt0-1221454
IRS990/OtherExpensesGrp/Desc0TAXES & LICENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0108
IRS990/OtherExpensesGrp/ProgramServicesAmt0322
IRS990/OtherExpensesGrp/TotalAmt0430
IRS990/OtherLiabilitiesGrp/BOYAmt070000
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt03142065
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt08792751
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt089970
IRS990/PrincipalOfficerNm0ROBERT VILLARREAL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/Desc0FEE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0376371
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0376371
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04346877
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0600311
IRS990/PYInvestmentIncomeAmt0385343
IRS990/PYOtherExpensesAmt0666177
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt063235
IRS990/PYRevenuesLessExpensesAmt03528967
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01266488
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04795455
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01722630
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01019182
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01586636
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0343244
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION CHANGED ITS ACCOUNTING PERIOD FROM A CALENDAR YEAR-END TO A FISCAL YEAR-END FOR THE PERIOD ENDING MARCH 31, 2020. THEREFORE, COLUMN B (2019) REPRESENTS THE SHORT PERIOD ENDING MARCH 31, 2020, COLUMN C (2020) REPRESENTS THE ENTIRE FISCAL YEAR ENDING MARCH 31, 2021, COLUMN D (2021) REPRESENTS THE ENTIRE FISCAL YEAR ENDING MARCH 31, 2022, AND COLUMN E (2022) REPRESENTS THE ENTIRE FISCAL YEAR ENDING MARCH 31, 2023.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05065205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04346877
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02806227
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012218309
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01019181
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0448578
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0151209
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01618968
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.05830
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.94170
IRS990ScheduleA/PublicSupportTotal509Amt013837277
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06084386
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04795455
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02957436
IRS990ScheduleA/Total509Grp/TotalAmt013837277
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06084386
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04795455
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02957436
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt013837277
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS AS OF MARCH 31, 2023.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0918880
IRS990ScheduleI/RecipientTable/CashGrantAmt1728392
IRS990ScheduleI/RecipientTable/CashGrantAmt2389933
IRS990ScheduleI/RecipientTable/CashGrantAmt3315916
IRS990ScheduleI/RecipientTable/CashGrantAmt4206568
IRS990ScheduleI/RecipientTable/CashGrantAmt5143632
IRS990ScheduleI/RecipientTable/CashGrantAmt660158
IRS990ScheduleI/RecipientTable/CashGrantAmt734440
IRS990ScheduleI/RecipientTable/CashGrantAmt828381
IRS990ScheduleI/RecipientTable/CashGrantAmt923448
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ACCION OPPORTUNITY FUND COMMUNITY DEVELOPMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1DREAMSPRING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2LIFTFUND INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3WORKING SOLUTIONS CDFI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4MAIN STREET LAUNCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5ACCESSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6ASCENDUS INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7WOMENVENTURE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8JUSTINE PETERSEN HOUSING AND REINVESTMENT CORPORATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9ALLIES FOR COMMUNITY BUSINESS
IRS990ScheduleI/RecipientTable/RecipientEIN0311719434
IRS990ScheduleI/RecipientTable/RecipientEIN1850417347
IRS990ScheduleI/RecipientTable/RecipientEIN2742712770
IRS990ScheduleI/RecipientTable/RecipientEIN3911951777
IRS990ScheduleI/RecipientTable/RecipientEIN4942548556
IRS990ScheduleI/RecipientTable/RecipientEIN5330620415
IRS990ScheduleI/RecipientTable/RecipientEIN6113317234
IRS990ScheduleI/RecipientTable/RecipientEIN7411463426
IRS990ScheduleI/RecipientTable/RecipientEIN8431769074
IRS990ScheduleI/RecipientTable/RecipientEIN9363966573
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0111 WEST ST JOHN ST NO 800
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12000 ZEARING AVE NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22007 WEST MARTIN ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3930 MONTGOMERY ST 400
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt42101 WEBSTER ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5404 EUCLID AVE 271
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt680 MAIDEN LANE STE 903
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt72021 EAST HENNEPIN AVE 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt81023 N GRAND BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt9135 N KEDZIE AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN JOSE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ALBUQUERQUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm4OAKLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm5SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm6NEW YORK CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm7MINNEAPOLIS
IRS990ScheduleI/RecipientTable/USAddress/CityNm8SAINT LOUIS
IRS990ScheduleI/RecipientTable/USAddress/CityNm9CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NM

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$20,992,468
Liabilities
$14,922,296
Net assets
$6,070,172
Revenue
$6,084,387
Expenses
$4,361,757
Net income
$1,722,630
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$39.1$29.5$9.61$6.02$3.36$2.67
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.5$29.6$7.95$9.52$4.63$4.89
2023Detailed filing. Detailed filing data is available for this year.$21.0$14.9$6.07$6.08$4.36$1.72
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$4.74$5.57$4.80$1.27$3.53
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$0.02$3.31$3.96$0.44$3.52
2020Summary only. Only limited summary data is available for this year.$0.02$0.00$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.04$0.02$0.02$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.04$0.02$0.02$0.01$0.00$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.20$0.01$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.07$0.00$0.07