Civic Intelligence

Haa Aani Community Development Fund Inc

990 • Fiscal year 2017 • EIN 45-4295940

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

Organization ProfileSPRUCEROOT.ORG

View Organization Page

1 Sealaska Plaza No 400Juneau, AK 99801

(907) 586-1512

Siviq Scores

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

Liabilities / Assets

84th percentile

0.63x

Higher debt load relative to assets than 84% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

89th percentile

1.51x

Higher debt load relative to revenue than 89% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

24th percentile

-7.0%

Higher net margin than 24% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

29th percentile

-2.4%

Faster asset growth than 29% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

36%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$2,287,088

Down $55,824 (-2.4%) from 2016

Net Assets

Down

$838,591

Down $66,873 (-7.4%) from 2016

Liabilities

Up

$1,448,497

Up $11,049 (+0.8%) from 2016

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin24th percentile

Revenue

Up

$956,324

Up $254,587 (+36%) from 2016

Expenses

Up

$1,023,197

Up $352,699 (+53%) from 2016

Net Income

Down

-$66,873

Down $98,112 (-314%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$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

2017

Assets$2,287,088
Liabilities$1,448,497
Net Assets$838,591
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$956,324
Expenses$1,023,197
Net Income-$66,873
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.3
Gross Receipts
$956,324
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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,979,678$1,712,293▼ $267,385
Investments Program Related$183,519$549,971▲ $366,452
Pledges and Grants Receivable$178,145$23,366▼ $154,779
Prepaid Expenses and Deferred Charges-$1,288-
Accounts Receivable$1,570$170▼ $1,400
Total Assets$2,342,912$2,287,088▼ $55,824
Liabilities
Unsecured Notes Loans Payable$1,216,300$1,361,421▲ $145,121
Accounts Payable and Accrued Expenses$93,009$68,647▼ $24,362
Deferred Revenue$128,139$18,429▼ $109,710
Total Liabilities$1,437,448$1,448,497▲ $11,049
Net Assets / Fund Balance
Temporarily Rstr Net Assets$520,000$420,000▼ $100,000
Unrestricted Net Assets$385,464$418,591▲ $33,127
Total Net Assets Fund Balance$905,464$838,591▼ $66,873
Total Liabilities and Net Assets / Fund Balance$2,342,912$2,287,088▼ $55,824

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$549,971--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Christopher PerezDirector
Joseph NelsonDirector
Russell DickDirector
Susan BellDirector
Edward DavisExecutive Director
Edward ThomasFormer Director
Anthony MallottTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$372,358
Program Service Revenue
$583,966
Investment Income
$0
Other Revenue
$0
All Other Contributions
$265,132
Change in Net Assets
$-66,873

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$73,265Payroll Value
Total Noncash Contributions1$73,265-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$681,726
Salaries, Compensation, and Employee Benefits$287,824
Grants and Similar Amounts Paid$53,647
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$484,133$27,485-$511,618
Other Salaries and Wages$278,722--$278,722
Travel$42,057$29,736-$71,793
Grants to Domestic Individuals$53,647--$53,647
Conferences and Meetings$23,410--$23,410
Interest$21,158--$21,158
Office Expenses$4,086$8,899-$12,985
Payroll Taxes$9,102--$9,102
Fees for Services Accounting-$8,678-$8,678
Other Expenses$3,124$4,033-$7,157
Information Technology-$5,222-$5,222
Fees for Services Legal-$646-$646
Total Functional Expenses$938,498$84,699$0$1,023,197
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
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
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, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the governing body.”

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

“The return is reviewed by the executive director of spruce root prior to signing and filing the return with the irs.”

Form 990, Part VI, Section C, Line 19

“Copies of the organization's form 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
1 SEALASKA PLAZA NO 400, JUNEAU, AK 99801

Signing Officer

Name
Alana Peterson
Title
Executive Director
Phone
9075861512
Signed
2018-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alana Peterson
Formed
2012
Legal Domicile
Ak
Voting Board Members
6
Independent Board Members
6
Employees
2
Volunteers
0

Preparer

Firm
Elgee Rehfeld LLC
Address
9309 GLACIER HWY STE B-200, JUNEAU, AK 99801
Preparer
Robert L Rehfeld
Phone
9077893178
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Program consulting: program service expenses 15,986. Management and general expenses 27,485. Fundraising expenses 0. Total expenses 43,471. Timber contractors: program service expenses 468,147. Management and general expenses 0. Fundraising expenses 0. Total expenses 468,147.”

Raw XML AppendixShowing 400 of 407 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/BOYAmt093009
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt068647
IRS990/AccountsReceivableGrp/BOYAmt01570
IRS990/AccountsReceivableGrp/EOYAmt0170
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0IMPROVING 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.
IRS990/AllOtherContributionsAmt0265132
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum09075861512
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01 SEALASKA PLAZA NO 400
IRS990/BooksInCareOfDetail/USAddress/CityNm0JUNEAU
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd099801
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01979678
IRS990/CashNonInterestBearingGrp/EOYAmt01712293
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt023410
IRS990/ConferencesMeetingsGrp/TotalAmt023410
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0372358
IRS990/CYGrantsAndSimilarPaidAmt053647
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0681726
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0583966
IRS990/CYRevenuesLessExpensesAmt0-66873
IRS990/CYSalariesCompEmpBnftPaidAmt0287824
IRS990/CYTotalExpensesAmt01023197
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0956324
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt0128139
IRS990/DeferredRevenueGrp/EOYAmt018429
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0WORKFORCE DEVELOPMENT - HELD 1 TRAINING ACADEMY TO TRAIN PEOPLE IN FORESTRY INVENTORY WORK SO THEY COULD BE HIRED TO WORK WITH TREE CREWS. CONTRACTED WITH SOA TO PERFORM FOREST INVENTORY WORK ON USFS MANAGED LANDS IN THE TONGASS NATIONAL FOREST.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0448959
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08678
IRS990/FeesForServicesAccountingGrp/TotalAmt08678
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0646
IRS990/FeesForServicesLegalGrp/TotalAmt0646
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt027485
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0484133
IRS990/FeesForServicesOtherGrp/TotalAmt0511618
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0JOSEPH NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm1RUSSELL DICK
IRS990/Form990PartVIISectionAGrp/PersonNm2CHRISTOPHER PEREZ
IRS990/Form990PartVIISectionAGrp/PersonNm3EDWARD THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm4SUSAN BELL
IRS990/Form990PartVIISectionAGrp/PersonNm5EDWARD DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm6ANTHONY MALLOTT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3FORMER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt0107226
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt053647
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt053647
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0956324
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05222
IRS990/InformationTechnologyGrp/TotalAmt05222
IRS990/InterestGrp/ProgramServicesAmt021158
IRS990/InterestGrp/TotalAmt021158
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0183519
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0549971
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AK
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OUR 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0905464
IRS990/NetAssetsOrFundBalancesEOYAmt0838591
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt073265
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08899
IRS990/OfficeExpensesGrp/ProgramServicesAmt04086
IRS990/OfficeExpensesGrp/TotalAmt012985
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0LOAN LOSS RESERVES
IRS990/OtherExpensesGrp/Desc1TRAINING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04033
IRS990/OtherExpensesGrp/ProgramServicesAmt019059
IRS990/OtherExpensesGrp/ProgramServicesAmt13124
IRS990/OtherExpensesGrp/TotalAmt019059
IRS990/OtherExpensesGrp/TotalAmt17157
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0278722
IRS990/OtherSalariesAndWagesGrp/TotalAmt0278722
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt09102
IRS990/PayrollTaxesGrp/TotalAmt09102
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0178145
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt023366
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01288
IRS990/PrincipalOfficerNm0ALANA PETERSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0110000
IRS990/ProgramServiceRevenueGrp/BusinessCd1522291
IRS990/ProgramServiceRevenueGrp/Desc0FORESTRY COOP AGREEMEN
IRS990/ProgramServiceRevenueGrp/Desc1CDFI LENDING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0526912
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt157054
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0526912
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt157054
IRS990/ProgSrvcAccomActy2Grp/Desc0DURING 2017, SPRUCE ROOT, INC. CONTINUED ITS LENDING ACTIVITIES AND COMMITTED SIGNIFICANT EFFORTS TO SECURE ADDITIONAL FUNDING TO INCREASE ITS AVAILABLE CAPITAL FOR LENDING TO ELIGIBLE BORROWERS IN SOUTHEAST ALASKA.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0162553
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt057054
IRS990/ProgSrvcAccomActy3Grp/Desc0THE SUSTAINABLE SOUTHEAST PARTNERSHIP (SSP) IS A GROWING COLLABORATION OF ORGANIZATIONS WHOSE COMMON GOAL IS TO EMPOWER SOUTHEAST ALASKAN COMMUNITIES TO DEVELOP 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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0221676
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE PATH TO PROSPERITY PROGRAM "P2P" PROMOTES ENTREPRENEURIAL ACTIVITIES IN ITS TARGET COMMUNITIES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0105310
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt053647
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0516571
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt077892
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0364188
IRS990/PYOtherRevenueAmt0724
IRS990/PYProgramServiceRevenueAmt0184442
IRS990/PYRevenuesLessExpensesAmt031239
IRS990/PYSalariesCompEmpBnftPaidAmt0228418
IRS990/PYTotalExpensesAmt0670498
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0701737
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-66873
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt0526912
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt073265
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt093618
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt014570
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0181453
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0372358
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0532921
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0427261
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0497059
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0150827
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01980426
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0583966
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0184442
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08325
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03926
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01592
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0782251
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93430
IRS990ScheduleA/PublicSupportPY509Pct00.94820
IRS990ScheduleA/PublicSupportTotal509Amt02581224
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt073265
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt093618
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt014570
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0181453
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0956324
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0717363
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0435586
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0500985
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0152419
IRS990ScheduleA/Total509Grp/TotalAmt02762677
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0956324
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0717363
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0435586
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0500985
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0152419
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02762677
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0549971
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0CDFI LOANS OUTSTANDING
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt0549971
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt053647
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0PATH TO PROSPERITY AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0VALUE OF SERVICES PAID FOR
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL GRANTS WERE DISTRIBUTED IN ACCORDANCE WITH THE PATH TO PROPERITY COMPETITION RULES. A COMPLETE SET OF RULES IS AVAILABLE AT SPRUCEROOT.ORG. FUNDS ARE DISBURSED TO AWARD RECIPIENTS UPON RECEIPT OF DOCUMENTATION SUPPORTING COVERED EXPENDITURES OR ARE PAID DIRECTLY TO THIRD PARTY VENDORS FOR AUTHORIZED GOODS OR SERVICES PURCHASED ON BEHALF OF THE AWARD RECIPIENTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0PAYROLL PAID
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0PAYROLL VALUE
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt073265
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS REVIEWED BY THE EXECUTIVE DIRECTOR OF SPRUCE ROOT PRIOR TO SIGNING AND FILING THE RETURN WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES OF THE ORGANIZATION'S FORM 990, GOVERNING DOCS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM CONSULTING: PROGRAM SERVICE EXPENSES 15,986. MANAGEMENT AND GENERAL EXPENSES 27,485. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,471. TIMBER CONTRACTORS: PROGRAM SERVICE EXPENSES 468,147. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 468,147.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0520000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0420000
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02342912
IRS990/TotalAssetsEOYAmt02287088
IRS990/TotalAssetsGrp/BOYAmt02342912
IRS990/TotalAssetsGrp/EOYAmt02287088
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0372358
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt084699
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0938498
IRS990/TotalFunctionalExpensesGrp/TotalAmt01023197
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01437448
IRS990/TotalLiabilitiesEOYAmt01448497
IRS990/TotalLiabilitiesGrp/BOYAmt01437448
IRS990/TotalLiabilitiesGrp/EOYAmt01448497
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0905464
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0838591
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0105310
IRS990/TotalOtherProgSrvcGrantAmt053647
IRS990/TotalProgramServiceExpensesAmt0938498
IRS990/TotalProgramServiceRevenueAmt0583966
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0583966
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0956324
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02342912
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02287088
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt029736
IRS990/TravelGrp/ProgramServicesAmt042057
IRS990/TravelGrp/TotalAmt071793
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0385464
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0418591
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt01216300
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt01361421
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 SEALASKA PLAZA NO 400
IRS990/USAddress/CityNm0JUNEAU
IRS990/USAddress/StateAbbreviationCd0AK
IRS990/USAddress/ZIPCd099801
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0SPRUCEROOT.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALANA PETERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09075861512
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPRUCE ROOT INC
ReturnHeader/Filer/BusinessNameControlTxt0SPRU
ReturnHeader/Filer/EIN0454295940
ReturnHeader/Filer/PhoneNum09075861512
ReturnHeader/Filer/USAddress/AddressLine1Txt01 SEALASKA PLAZA NO 400
ReturnHeader/Filer/USAddress/CityNm0JUNEAU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AK
ReturnHeader/Filer/USAddress/ZIPCd099801
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01A5B3B697C60EAB2C1B46810AC7F92DA644AFCD0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01A5B3B697C60EAB2C1B46810AC7F92DA644AFCD0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.237.150.107
ReturnHeader/FilingSecurityInformation/IPDt02018-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0AS
ReturnHeader/FilingSecurityInformation/IPTm017:46:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920127098
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELGEE REHFELD LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09309 GLACIER HWY STE B-200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JUNEAU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099801
ReturnHeader/PreparerPersonGrp/PhoneNum09077893178

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,287,088
Liabilities
$1,448,497
Net assets
$838,591
Revenue
$956,324
Expenses
$1,023,197
Net income
-$66,873
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
2017Detailed filing. Detailed filing data is available for this year.$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