Civic Intelligence

Great Rivers Community Trust

990 • Fiscal year 2024 • EIN 43-1925293

Apr 01, 2023 to Mar 31, 2024 • Filed on Feb 13, 2025

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

0.79x

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

2024 filings • NTEE B • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

3.10x

Higher debt load relative to revenue than 79% of similar nonprofits.

2024 filings • NTEE B • $25M-$50M nonprofits • Source year 2024

Net Margin

89th percentile

51%

Higher net margin than 89% of similar nonprofits.

2024 filings • NTEE B • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

2024 filings • NTEE B • $25M-$50M nonprofits • Source year 2024

Asset Growth

92nd percentile

79%

Faster asset growth than 92% of similar nonprofits.

2024 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

56%

Faster revenue growth than 88% of similar nonprofits.

2024 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$37,516,587

Up $16,524,119 (+79%) from 2023

Net Assets

Up

$7,954,725

Up $1,884,553 (+31%) from 2023

Liabilities

Up

$29,561,862

Up $14,639,566 (+98%) from 2023

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin89th percentile

Revenue

Up

$9,521,573

Up $3,437,186 (+56%) from 2023

Expenses

Up

$4,634,135

Up $272,378 (+6.2%) from 2023

Net Income

Up

$4,887,438

Up $3,164,808 (+184%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2024

Assets$37,516,587
Liabilities$29,561,862
Net Assets$7,954,725
Open 2024 Filing

Operations Trend

Revenue Growth88th 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

2024

Revenue$9,521,573
Expenses$4,634,135
Net Income$4,887,438
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Feb 13, 2025
Return Version
2023v6.0
Gross Receipts
$9,521,573
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$10,093,781$30,624,268▲ $20,530,487
Other Notes and Loans Receivable, Net$8,792,751$5,237,554▼ $3,555,197
Accounts Receivable$1,491,155$1,339,227▼ $151,928
Prepaid Expenses and Deferred Charges$89,970$140,064▲ $50,094
Savings and Temporary Cash Investments$343,244$103,145▼ $240,099
Total Assets$20,992,468$37,516,587▲ $16,524,119
Other Assets Total$181,567$72,329▼ $109,238
Liabilities
Unsecured Notes Loans Payable$13,900,000$28,200,000▲ $14,300,000
Accounts Payable and Accrued Expenses$1,022,296$1,361,862▲ $339,566
Total Liabilities$14,922,296$29,561,862▲ $14,639,566
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,814,482$7,809,725▲ $1,995,243
Net Assets With Donor Restrictions$255,690$145,000▼ $110,690
Total Net Assets Fund Balance$6,070,172$7,954,725▲ $1,884,553
Total Liabilities and Net Assets / Fund Balance$20,992,468$37,516,587▲ $16,524,119
Compensation and Service Providers
Top Officer Pay18th 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
Alberto ParacchiniSecretary
Robert VillarrealTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Revolve Asset ManagementLoan Purchase & Sale Services33 S CHESAPEAKE WAY, Zebulon, NC 27597$1,106,906
Loanwell LLCSoftware Development Services411 W CHAPEL HILL ST STE C2, Durham, NC 27701$105,000
Revenue and Support

Revenue Composition

Contributions and Grants
$7,490,019
Program Service Revenue
$514,909
Investment Income
$1,516,645
Other Revenue
$0
All Other Contributions
$7,490,019
Change in Net Assets
$4,887,438
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,425,937
Grants and Similar Amounts Paid$2,208,198
Total Fundraising Expense$38,003
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,208,198--$2,208,198
Fees for Services Other$1,556,744$33,384$33,384$1,623,512
Interest$321,612--$321,612
Information Technology$155,635$4,096$4,096$163,827
Fees for Services Legal$49,017$78,802-$127,819
Advertising$89,552--$89,552
Payments to Affiliates$36,000--$36,000
Insurance$21,442$523$523$22,488
Travel$14,407--$14,407
Office Expenses$11,301$2,241-$13,542
Conferences and Meetings$11,558--$11,558
Other Expenses$1,215$405-$1,620
Total Functional Expenses$4,476,681$119,451$38,003$4,634,135
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Accion Opportunity Fund Community DevelopmentSan Jose, CA501(c)(3)General Support$907,139
AccessitySan Diego, CA501(c)(3)General Support$336,677
DreamspringAlbuquerque, NM501(c)(3)General Support$256,138
Working Solutions CdfiSan Francisco, CA501(c)(3)General Support$222,174
Raza Development Fund IncPhoenix, AZ501(c)(3)General Support$159,197
Ascendus IncNew York City, NY501(c)(3)General Support$100,519
Pacific Community VenturesOakland, CA501(c)(3)General Support$58,192
Lift FundSan Antonio, TX501(c)(3)General Support$55,045
Community Enterprises IncThomaston, GA501(c)(3)General Support$36,560
Allies for Community BusinessChicago, IL501(c)(3)General Support$34,743
Justine Petersen Housing and Reinvestment CorporationSaint Louis, MO501(c)(3)General Support$16,305
Main Street LaunchOakland, CA501(c)(3)General Support$14,938
The Center by LendistryLos Angeles, CA501(c)(3)General Support$10,571
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
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
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 and approval. 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
2025-02-13
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 1,198,604. Management and general expenses 33,384. Fundraising expenses 33,384. Total expenses 1,265,372. Lender servicing: program service expenses 358,140. Management and general expenses 0. Fundraising expenses 0. Total expenses 358,140.”

FORM 990, PART XI, LINE 9:

“Provision for loan loss reserve -2,605,796. Adoption of asu 2016-13 -397,089.”

Financial Statement Notes

PART X, LINE 2:

“Management believes there are no uncertain tax positions as of march 31, 2024.”

Raw XML AppendixShowing 400 of 615 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/NetAssetsOrFundBalancesBOYAmt06070172
IRS990/NetAssetsOrFundBalancesEOYAmt07954725
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05814482
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07809725
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02241
IRS990/OfficeExpensesGrp/ProgramServicesAmt011301
IRS990/OfficeExpensesGrp/TotalAmt013542
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0181567
IRS990/OtherAssetsTotalGrp/EOYAmt072329
IRS990/OtherChangesInNetAssetsAmt0-3002885
IRS990/OtherExpensesGrp/Desc0TAXES & LICENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0405
IRS990/OtherExpensesGrp/ProgramServicesAmt01215
IRS990/OtherExpensesGrp/TotalAmt01620
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt08792751
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt05237554
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt036000
IRS990/PaymentsToAffiliatesGrp/TotalAmt036000
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt089970
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0140064
IRS990/PrincipalOfficerNm0ROBERT VILLARREAL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/Desc0FEE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0514909
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0514909
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05042205
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02863162
IRS990/PYInvestmentIncomeAmt0642811
IRS990/PYOtherExpensesAmt01498595
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0399371
IRS990/PYRevenuesLessExpensesAmt01722630
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04361757
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06084387
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt04887438
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01440206
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0343244
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0103145
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 A (2019) REPRESENTS THE SHORT PERIOD ENDING MARCH 31, 2020, COLUMN B (2020) REPRESENTS THE ENTIRE FISCAL YEAR ENDING MARCH 31, 2021, COLUMN C (2021) REPRESENTS THE ENTIRE FISCAL YEAR ENDING MARCH 31, 2022, AND COLUMN D (2022) REPRESENTS THE ENTIRE FISCAL YEAR ENDING MARCH 31, 2023, AND COLUMN E (2023) REPRESENTS THE ENTIRE FISCAL YEAR ENDING MARCH 31, 2024.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A , PART III:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07490019
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05065205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04346877
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02806227
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019708328
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0590348
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0590348
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01441206
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01019182
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0448578
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0151209
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03060175
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0590348
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0590348
IRS990ScheduleA/InvestmentIncomeCYPct00.02530
IRS990ScheduleA/InvestmentIncomePYPct00.07770
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97470
IRS990ScheduleA/PublicSupportPY509Pct00.92230
IRS990ScheduleA/PublicSupportTotal509Amt022768503
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08931225
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06084387
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04795455
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02957436
IRS990ScheduleA/Total509Grp/TotalAmt022768503
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09521573
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06084387
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04795455
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02957436
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt023358851
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, 2024.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0907139
IRS990ScheduleI/RecipientTable/CashGrantAmt1336677
IRS990ScheduleI/RecipientTable/CashGrantAmt2256138
IRS990ScheduleI/RecipientTable/CashGrantAmt3222174
IRS990ScheduleI/RecipientTable/CashGrantAmt4159197
IRS990ScheduleI/RecipientTable/CashGrantAmt5100519
IRS990ScheduleI/RecipientTable/CashGrantAmt658192
IRS990ScheduleI/RecipientTable/CashGrantAmt755045
IRS990ScheduleI/RecipientTable/CashGrantAmt836560
IRS990ScheduleI/RecipientTable/CashGrantAmt934743
IRS990ScheduleI/RecipientTable/CashGrantAmt1016305
IRS990ScheduleI/RecipientTable/CashGrantAmt1114938
IRS990ScheduleI/RecipientTable/CashGrantAmt1210571
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/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(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/NonCashAssistanceAmt100
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt110
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt120
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/PurposeOfGrantTxt10GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ACCION OPPORTUNITY FUND COMMUNITY DEVELOPMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ACCESSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2DREAMSPRING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3WORKING SOLUTIONS CDFI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4RAZA DEVELOPMENT FUND INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5ASCENDUS INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6PACIFIC COMMUNITY VENTURES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7LIFT FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8COMMUNITY ENTERPRISES INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9ALLIES FOR COMMUNITY BUSINESS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10JUSTINE PETERSEN HOUSING AND REINVESTMENT CORPORATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11MAIN STREET LAUNCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12THE CENTER BY LENDISTRY
IRS990ScheduleI/RecipientTable/RecipientEIN0311719434
IRS990ScheduleI/RecipientTable/RecipientEIN1330620415
IRS990ScheduleI/RecipientTable/RecipientEIN2850417347
IRS990ScheduleI/RecipientTable/RecipientEIN3911951777
IRS990ScheduleI/RecipientTable/RecipientEIN4521954196
IRS990ScheduleI/RecipientTable/RecipientEIN5113317234
IRS990ScheduleI/RecipientTable/RecipientEIN6770485877
IRS990ScheduleI/RecipientTable/RecipientEIN7742712770

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,516,587
Liabilities
$29,561,862
Net assets
$7,954,725
Revenue
$9,521,573
Expenses
$4,634,135
Net income
$4,887,438
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
2024Detailed filing. Detailed filing data is available for this year.$37.5$29.6$7.95$9.52$4.63$4.89
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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