Civic Intelligence

Haa Aani Community Development Fund Inc

EIN 45-4295940 • 501(c)3 • Juneau, AK

View Organization Page

Profile

Improving economic conditions in southeast Alaska communities through innovation, sustainability and collaboration. The CDFI will provide micro and small business loans to eligible borrowers in those communities.

One Sealaska Plaza 400Juneau, AK 99801

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

40th percentile

0.13x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.43x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

92nd percentile

58%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

27th percentile

$161,340

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

87th percentile

28%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

35%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$38,810,332

Up $8,413,314 (+28%) from 2023

Liabilities

Down

$5,128,320

Down $296,342 (-5.5%) from 2023

Net Assets

Up

$33,682,012

Up $8,709,656 (+35%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin92nd percentile

Revenue

Up

$12,064,509

Up $3,150,319 (+35%) from 2023

Expenses

Up

$5,040,398

Up $1,043,329 (+26%) from 2023

Net Income

Up

$7,024,111

Up $2,106,990 (+43%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2012: $500,455Liabilities 2012: $0Net Assets 2012: $500,4552012Assets 2013: $604,466Liabilities 2013: $52,316Net Assets 2013: $552,1502013Assets 2014: $978,144Liabilities 2014: $0Net Assets 2014: $978,1442014Assets 2015: $1,613,309Liabilities 2015: $550,576Net Assets 2015: $1,062,7332015Assets 2016: $2,342,912Liabilities 2016: $1,437,448Net Assets 2016: $905,4642016Assets 2017: $2,287,088Liabilities 2017: $1,448,497Net Assets 2017: $838,5912017Assets 2018: $2,370,511Liabilities 2018: $1,422,344Net Assets 2018: $948,1672018Assets 2019: $2,687,532Liabilities 2019: $1,688,913Net Assets 2019: $998,6192019Assets 2020: $2,882,638Liabilities 2020: $1,787,619Net Assets 2020: $1,095,0192020Assets 2021: $2,965,503Liabilities 2021: $1,639,273Net Assets 2021: $1,326,2302021Assets 2022: $21,033,643Liabilities 2022: $1,823,346Net Assets 2022: $19,210,2972022Assets 2023: $30,397,018Liabilities 2023: $5,424,662Net Assets 2023: $24,972,3562023Assets 2024: $38,810,332Liabilities 2024: $5,128,320Net Assets 2024: $33,682,0122024

Highlighted filing

2024

Assets$38,810,332
Liabilities$5,128,320
Net Assets$33,682,012
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MExpenses 2012: $2042012Revenue 2013: $153,038Expenses 2013: $101,343Net Income 2013: $51,6952013Revenue 2014: $501,992Expenses 2014: $75,998Net Income 2014: $425,9942014Revenue 2015: $435,586Expenses 2015: $350,997Net Income 2015: $84,5892015Revenue 2016: $701,737Expenses 2016: $670,498Net Income 2016: $31,2392016Revenue 2017: $956,324Expenses 2017: $1,023,197Net Income 2017: -$66,8732017Revenue 2018: $1,111,234Expenses 2018: $1,001,658Net Income 2018: $109,5762018Revenue 2019: $1,323,136Expenses 2019: $1,262,316Net Income 2019: $60,8202019Revenue 2020: $1,991,162Expenses 2020: $1,883,433Net Income 2020: $107,7292020Revenue 2021: $3,464,933Expenses 2021: $3,457,340Net Income 2021: $7,5932021Revenue 2022: $20,825,542Expenses 2022: $2,913,388Net Income 2022: $17,912,1542022Revenue 2023: $8,914,190Expenses 2023: $3,997,069Net Income 2023: $4,917,1212023Revenue 2024: $12,064,509Expenses 2024: $5,040,398Net Income 2024: $7,024,1112024

Highlighted filing

2024

Revenue$12,064,509
Expenses$5,040,398
Net Income$7,024,111
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$38,810,332
Liabilities
$5,128,320
Net assets
$33,682,012
Revenue
$12,064,509
Expenses
$5,040,398
Net income
$7,024,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.8$5.13$33.7$12.1$5.04$7.02
2023Summary only. Only limited summary data is available for this year.$30.4$5.42$25.0$8.91$4.00$4.92
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.0$1.82$19.2$20.8$2.91$17.9
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$1.64$1.33$3.46$3.46$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$1.79$1.10$1.99$1.88$0.11
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.69$1.69$1.00$1.32$1.26$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$1.42$0.95$1.11$1.00$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$1.45$0.84$0.96$1.02$0.07
2016Summary only. Only limited summary data is available for this year.$2.34$1.44$0.91$0.70$0.67$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.55$1.06$0.44$0.35$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.50$0.08$0.43
2013Detailed filing. Detailed filing data is available for this year.$0.60$0.05$0.55$0.15$0.10$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.00$0.50$0.00
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$20,837,775
Mission and Program Overview

Mission

Our primary purpose is to provide education, training, and direct lending of money to support local and regional economic and community development effort, with an emphasis on underserved communities and populations.

Spruce root drives regenerative economies across southeast alaska so communities can forge futures grounded in this uniquely indigenous place.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,929,370$18,141,851▲ $16,212,481
Savings and Temporary Cash Investments-$1,455,649-
Pledges and Grants Receivable$269,365$714,065▲ $444,700
Investments Program Related$595,891$685,627▲ $89,736
Accounts Receivable$151,919$30,153▼ $121,766
Prepaid Expenses and Deferred Charges$18,958$6,298▼ $12,660
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$2,965,503$21,033,643▲ $18,068,140
Liabilities
Unsecured Notes Loans Payable$851,905$1,004,749▲ $152,844
Deferred Revenue$675,981$538,401▼ $137,580
Other Liabilities$61,316$196,013▲ $134,697
Accounts Payable and Accrued Expenses$50,071$84,183▲ $34,112
Total Liabilities$1,639,273$1,823,346▲ $184,073
Net Assets / Fund Balance
Net Assets With Donor Restrictions$726,150$18,490,044▲ $17,763,894
Net Assets Without Donor Restrictions$600,080$720,253▲ $120,173
Total Net Assets Fund Balance$1,326,230$19,210,297▲ $17,884,067
Total Liabilities and Net Assets / Fund Balance$2,965,503$21,033,643▲ $18,068,140

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$36,027$36,027
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alana PetersonExecutive DirectorFT$143,447$17,893$161,340

Board Members and Trustees

NameTitle
Leslie IsaacssChair
Chris PerezPresident, Finance Committee
La Quen Nay Liz Medicine CrowBoard Member
Sarah DybdahlBoard Member, Investment Committee
Anthony MallottInvestment Committee, Ssp Steering Committee
Joe NelsonSecretary
Norman CohenTreasurer, Finance Committee
Revenue and Support

Revenue Composition

Contributions and Grants
$20,605,679
Program Service Revenue
$229,511
Investment Income
$2,585
Other Revenue
$-12,233
All Other Contributions
$19,319,211
Change in Net Assets
$17,912,154

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,825,542
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$42,766
Total Revenue per Audited Statements
$20,868,308
Total Revenue per Form 990
$20,825,542
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,360,093
Other Expenses$1,135,725
Grants and Similar Amounts Paid$417,570
Total Fundraising Expense$145,148
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$635,136$262,747$89,887$987,770
Fees for Services Other$389,233$151,965-$541,198
Grants to Domestic Orgs$405,570--$405,570
Current Officers, Directors, Trustees, and Key Employees$103,742$42,916$14,682$161,340
Office Expenses$80,994$48,466$9,916$139,376
Travel$92,301$30,069$4,876$127,246
Other Employee Benefits$63,457$26,251$8,981$98,689
Payroll Taxes$56,680$23,448$8,022$88,150
Fees for Services Accounting$61,640$24,065-$85,705
Fees for Services Legal$32,221$12,580-$44,801
Pension Plan Contributions$15,525$6,422$2,197$24,144
Interest$21,318--$21,318
All Other Expenses$10,189$5,485-$15,674
Grants to Domestic Individuals$12,000--$12,000
Occupancy$5,385$2,227$762$8,374
Other Expenses$93,983$-93,983$5,825$0
Total Functional Expenses$2,189,656$578,584$145,148$2,913,388

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,984,241
Expenses per Audited Statements$2,913,388
Total Expenses per Form 990$2,913,388
Expenses Not Reported on Form 990$70,853
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sitka Conservation SocietySitka, AK-Sustainable Southeast Partnership Catalyst - Program Funding$80,000
Barnacle FoodsJuneau, AK501(c)(3)Sustainable Southeast Partnership Catalyst - Program Funding$40,000
EcotrustPortland, OR-Sustainable Southeast Partnership Catalyst - Program Funding$40,000
Hoonah Indian AssociationHoonah, AK501(c)(3)Sustainable Southeast Partnership Catalyst - Program Funding$40,000
Klawock Cooperative AssociationKlawock, AK-Sustainable Southeast Partnership Catalyst - Program Funding$40,000
Renewable Energy Alaska ProjectAnchorage, AK-Sustainable Southeast Partnership Catalyst - Program Funding$40,000
Organized Village of KakeKake, AK-Sustainable Southeast Partnership Project Funding - Alaskan Youth Stewards$36,540
Central Council of Tlingit & Haida Indian Tribes of Alaska (tlingit & HaidaJuneau, AK501(c)(6)Sustainable Southeast Partnership Project Funding - Alaskan Youth Stewards$35,224
Skagway Development CorporationSkagway, AK501(c)(3)Sustainable Southeast Partnership Catalyst - Program Funding$20,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$12,233
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Seacoast$18,400-$5,623-
Total Events$18,400-$12,233$-12,233
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 Wages/vacation$191,454
Accrued Interest Payable$4,559
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Prior to filing the return with the irs, the 990 is reviewed by the executive director.”

Form 990, Part VI, Section B, Line 15A

“2022 and 2023; review by committee of board of directors during annual review.”

Form 990, Part VI, Section C, Line 18

“The organization's form 1023 and form 990s are available upon request.”

Form 990, Part VI, Section C, Line 19

“Copies of the organization's forms 990, governing docs, policies and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Spruce Root Inc
EIN
45-4295940
Phone
9075861512
Address
ONE SEALASKA PLAZA 400, JUNEAU, AK 99801

Signing Officer

Name
Alana Peterson
Title
Executive Director
Phone
9075861512
Signed
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alana Peterson
Formed
2012
Legal Domicile
Ak
Voting Board Members
7
Independent Board Members
7
Employees
17
Volunteers
7

Preparer

Firm
Mcdonald Jacobs Pc
Address
520 SW YAMHILL ST STE 500, PORTLAND, OR 97204
Preparer
Sang Ahn
Phone
5032270581
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contract services: program service expenses 389,233. Management and general expenses 151,965. Fundraising expenses 0. Total expenses 541,198.”

FORM 990, PART XI, LINE 9:

“Provision for loan (loss) recovery -28,087.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“To support the activity of the sustainable southeast partnership in perpetuity.”

PART X, LINE 2:

“The organization follows the provisions of fasb asc topic 740 accounting for uncertainty in income taxes. Management has evaluated the organization's tax positions and concluded that there are no uncertain tax positions that require adjustment to the financial statements to comply with provisions of this topic.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Provision for loan (loss) recovery -28,087.”

Raw XML AppendixShowing 400 of 616 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt050071
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt084183
IRS990/AccountsReceivableGrp/BOYAmt0151919
IRS990/AccountsReceivableGrp/EOYAmt030153
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SPRUCE ROOT DRIVES REGENERATIVE ECONOMIES ACROSS SOUTHEAST ALASKA SO COMMUNITIES CAN FORGE FUTURES GROUNDED IN THIS UNIQUELY INDIGENOUS PLACE.
IRS990/AllOtherContributionsAmt019319211
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt05485
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IRS990/AllOtherExpensesGrp/TotalAmt015674
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IRS990/AuditCommitteeInd01
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IRS990/BooksInCareOfDetail/PhoneNum09075861512
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE SEALASKA PLAZA 400
IRS990/BooksInCareOfDetail/USAddress/CityNm0JUNEAU
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd099801
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IRS990/CompensationFromOtherSrcsInd00
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IRS990/CompensationProcessOtherInd00
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IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE SUSTAINABLE SOUTHEAST PARTNERSHIP (SSP) IS A GROWING COLLABORATION OF ORGANIZATIONS AND INDIVIDUALS WHOSE COMMON GOAL IS TO EMPOWER SOUTHEAST ALASKAN COMMUNITIES TO STRENGTHEN CULTURAL, ECOLOGICAL AND ECONOMIC PROSPERITY, SUSTAINABILITY AND RESILIENCE. WE HAVE COME TOGETHER TO WORK COLLABORATIVELY THROUGH THIS PARTNERSHIP BECAUSE WE BELIEVE THAT WE CAN HAVE GREATER IMPACT BY WORKING TOGETHER ON THE COMPLEX CHALLENGES ASSOCIATED WITH COMMUNITY SUSTAINABILITY THAN BY WORKING ON OUR OWN.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/PersonNm0LESLIE ISAACSS
IRS990/Form990PartVIISectionAGrp/PersonNm1CHRIS PEREZ
IRS990/Form990PartVIISectionAGrp/PersonNm2JOE NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm3NORMAN COHEN
IRS990/Form990PartVIISectionAGrp/PersonNm4ANTHONY MALLOTT
IRS990/Form990PartVIISectionAGrp/PersonNm5LA QUEN NAY LIZ MEDICINE CROW
IRS990/Form990PartVIISectionAGrp/PersonNm6SARAH DYBDAHL
IRS990/Form990PartVIISectionAGrp/PersonNm7ALANA PETERSON
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT, FINANCE COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER, FINANCE COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4INVESTMENT COMMITTEE, SSP STEERING COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER, INVESTMENT COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt018400
IRS990/FundraisingDirectExpensesAmt012233
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt01268068
IRS990/GrantAmt0388720
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt012000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt012000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0405570
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0405570
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt020837775
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InterestGrp/ProgramServicesAmt021318
IRS990/InterestGrp/TotalAmt021318
IRS990/InvestmentIncomeGrp/ExclusionAmt02585
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02585
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0595891
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0685627
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt036027
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt036027
IRS990/LegalDomicileStateCd0AK
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ASSIST SOUTHEAST ALASKAS PEOPLE, BUSINESSES, AND COMMUNITIES IN REACHING LONG-TERM ECONOMIC, SOCIAL, AND ENVIRONMENTAL RESILIENCE, AND IMPROVE ECONOMIC CONDITIONS IN SOUTHEAST ALASKA COMMUNITIES THROUGH INNOVATION, SUSTAINABILITY AND COLLABORATION. THE CDFI PROVIDES MICRO AND SMALL BUSINESS LOANS TO ELIGIBLE BORROWERS IN THOSE COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01326230
IRS990/NetAssetsOrFundBalancesEOYAmt019210297
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-12233
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-12233
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0600080
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0720253
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0762
IRS990/OccupancyGrp/ManagementAndGeneralAmt02227
IRS990/OccupancyGrp/ProgramServicesAmt05385
IRS990/OccupancyGrp/TotalAmt08374
IRS990/OfficeExpensesGrp/FundraisingAmt09916
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt048466
IRS990/OfficeExpensesGrp/ProgramServicesAmt080994
IRS990/OfficeExpensesGrp/TotalAmt0139376
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-28087
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08981
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt026251
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt063457
IRS990/OtherEmployeeBenefitsGrp/TotalAmt098689
IRS990/OtherExpensesGrp/Desc0TRAINING
IRS990/OtherExpensesGrp/Desc1INDIRECT COSTS ALLOCATI
IRS990/OtherExpensesGrp/FundraisingAmt05825
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt035926
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1-93983
IRS990/OtherExpensesGrp/ProgramServicesAmt0110282
IRS990/OtherExpensesGrp/ProgramServicesAmt193983
IRS990/OtherExpensesGrp/TotalAmt0152033
IRS990/OtherExpensesGrp/TotalAmt10
IRS990/OtherLiabilitiesGrp/BOYAmt061316
IRS990/OtherLiabilitiesGrp/EOYAmt0196013
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt089887
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0262747
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0635136
IRS990/OtherSalariesAndWagesGrp/TotalAmt0987770
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08022
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023448
IRS990/PayrollTaxesGrp/ProgramServicesAmt056680
IRS990/PayrollTaxesGrp/TotalAmt088150
IRS990/PensionPlanContributionsGrp/FundraisingAmt02197
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06422
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt015525
IRS990/PensionPlanContributionsGrp/TotalAmt024144
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0269365
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0714065
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018958
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06298
IRS990/PrincipalOfficerNm0ALANA PETERSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/BusinessCd1110000
IRS990/ProgramServiceRevenueGrp/Desc0WORKFORCE/BUSINESS PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc1CDFI LENDING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0146611
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt182900
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0146611
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt182900
IRS990/ProgSrvcAccomActy2Grp/Desc0LENDING ACTIVITIES WERE EXECUTED AND SIGNIFICANT EFFORTS WERE COMMITTED TO SECURE ADDITIONAL FUNDING TO INCREASE AVAILABLE CAPITAL FOR LENDING TO ELIGIBLE BORROWERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0235924
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt082900
IRS990/ProgSrvcAccomActy3Grp/Desc0THE PATH TO PROSPERITY (P2P) PROGRAM IS A SUITE OF PROGRRAMS INCLUDING A BUSINESS COMPETITION THAT PROMOTES ENTREPRENEURIAL ACTIVITIES (TECHNICAL ASSISTANCE) IN ITS TARGET COMMUNITIES. OVER 350 BUSINESSES HAVE PARTICIPATED IN THE PROGRAM TO DATE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0416001
IRS990/ProgSrvcAccomActy3Grp/GrantAmt028850
IRS990/ProgSrvcAccomActyOtherGrp/Desc0WORKFORCE DEVELOPMENT INITIATIVES INCLUDING CAREER COACHING AND SOFT SKILLS WORKSHOPS WERE HELD, AND COMMUNITY PLANNING AND FACILITATION ACTIVITIES WERE PERFORMED.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0113776
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03208746
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0497373
IRS990/PYInvestmentIncomeAmt0-23159
IRS990/PYOtherExpensesAmt02143443
IRS990/PYOtherRevenueAmt0650
IRS990/PYProgramServiceRevenueAmt0278696
IRS990/PYRevenuesLessExpensesAmt07593
IRS990/PYSalariesCompEmpBnftPaidAmt0816524
IRS990/PYTotalExpensesAmt03457340
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03464933
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt017912154
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0146611
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01455649
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020625844
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03208746
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01867680
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0995765
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0787565
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt027485600
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02585
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0516
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03101
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0229511
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.61980
IRS990ScheduleA/PublicSupportPY170Pct00.71870
IRS990ScheduleA/PublicSupportTotal170Amt017037148
IRS990ScheduleA/SubstantialContributorsTotAmt010448452
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020625844
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03208746
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01867680
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0995765
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0787565
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt027485600
IRS990ScheduleA/TotalSupportAmt027488701
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/BoardDesignatedBalanceEOYPct00.01000
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt070853
IRS990ScheduleD/DonatedServicesUseFcltsAmt070853
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt036027
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt036027
IRS990ScheduleD/ExpensesNotReportedAmt070853
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02913388
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0191454
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14559
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED WAGES/VACATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED INTEREST PAYABLE
IRS990ScheduleD/OtherRevenueAmt0-28087
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/RevenueNotReportedAmt042766
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt020825542
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT THE ACTIVITY OF THE SUSTAINABLE SOUTHEAST PARTNERSHIP IN PERPETUITY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2PROVISION FOR LOAN (LOSS) RECOVERY -28,087.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.99000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02913388
IRS990ScheduleD/TotalLiabilityAmt0196013
IRS990ScheduleD/TotalRevenuePerForm990Amt020825542
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt020868308
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02984241
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt018400
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt018400
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012233
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SEACOAST
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06610
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06610
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018400
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-12233
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05623
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05623
IRS990ScheduleG/LicensedStatesCd0AK
IRS990ScheduleG/SolicitationOfGovtGrantsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt012000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MARICULTURE FELLOW STIPENDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt02
IRS990ScheduleI/RecipientTable/CashGrantAmt035224
IRS990ScheduleI/RecipientTable/CashGrantAmt140000
IRS990ScheduleI/RecipientTable/CashGrantAmt220000
IRS990ScheduleI/RecipientTable/CashGrantAmt340000
IRS990ScheduleI/RecipientTable/CashGrantAmt440000
IRS990ScheduleI/RecipientTable/CashGrantAmt540000
IRS990ScheduleI/RecipientTable/CashGrantAmt680000
IRS990ScheduleI/RecipientTable/CashGrantAmt740000
IRS990ScheduleI/RecipientTable/CashGrantAmt836540
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(6)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)

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