Civic Intelligence

Haa Aani Community Development Fund Inc

990 • Fiscal year 2024 • EIN 45-4295940

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 10, 2025

One Sealaska Plaza 400Juneau, AK 99801

(907) 586-1512

Siviq Scores

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

Liabilities / Assets

40th percentile

0.13x

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

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

Liabilities / Revenue

60th percentile

0.43x

Higher debt load relative to revenue than 60% of similar nonprofits.

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

Net Margin

92nd percentile

58%

Higher net margin than 92% of similar nonprofits.

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

Top Officer Pay

34th percentile

$200,371

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

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

Asset Growth

88th percentile

28%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

81st percentile

35%

Faster revenue growth than 81% of similar nonprofits.

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

Assets

Up

$38,810,332

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

Net Assets

Up

$33,682,012

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

Liabilities

Down

$5,128,320

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

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

Historical Trend

Balance Sheet Trend

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

2024

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

Operations Trend

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

2024

Revenue$12,064,509
Expenses$5,040,398
Net Income$7,024,111
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 10, 2025
Return Version
2024v5.2
Gross Receipts
$13,445,065
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
Investments Program Related$24,407,806$34,884,932▲ $10,477,126
Savings and Temporary Cash Investments$490,778$2,315,925▲ $1,825,147
Pledges and Grants Receivable$606,226$977,504▲ $371,278
Cash and Non-Interest-Bearing Accounts$4,816,855$447,515▼ $4,369,340
Accounts Receivable$44,805$122,511▲ $77,706
Receivables From Officers Etc-$49,838-
Prepaid Expenses and Deferred Charges$30,548$12,107▼ $18,441
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$30,397,018$38,810,332▲ $8,413,314
Liabilities
Unsecured Notes Loans Payable$3,457,733$3,589,479▲ $131,746
Deferred Revenue$1,514,879$801,860▼ $713,019
Accounts Payable and Accrued Expenses$133,461$426,267▲ $292,806
Other Liabilities$318,589$310,714▼ $7,875
Total Liabilities$5,424,662$5,128,320▼ $296,342
Net Assets / Fund Balance
Net Assets With Donor Restrictions$24,123,420$25,795,074▲ $1,671,654
Net Assets Without Donor Restrictions$848,936$7,886,938▲ $7,038,002
Total Net Assets Fund Balance$24,972,356$33,682,012▲ $8,709,656
Total Liabilities and Net Assets / Fund Balance$30,397,018$38,810,332▲ $8,413,314

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$36,027$36,027
Investment Program Related Org$1,825,090--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alana PetersonExecutive DirectorFT$157,523$42,848$200,371
Laurel StarkFinance DirectorFT$121,254$17,663$138,917
Ashley SnookesClient Services DirectorFT$102,904$16,983$119,887

Board Members and Trustees

NameTitle
Leslie IsaacssChair
Chris PerezPresident, Finance Committee
La Quen Naay Tsiits Git AneeBoard Member, Finance Committee, Ssp Steering Comm
Robert AllenBoard Member, Senior Loan Advisory Committee
Sarah DybdahlBoard Member, Senior Loan Advisory Committee
Anthony MallottBoard Member, Treasurer
Joe NelsonSecretary, Ssp Steering Committee

Highest Paid Contractors

ContractorServicesLocationCompensation
Reos US INCTransformative Scenarios Planning1 BROADWAY, Cambridge, MA 02142$315,193
Revenue and Support

Revenue Composition

Contributions and Grants
$10,613,411
Program Service Revenue
$427,138
Investment Income
$801,932
Other Revenue
$222,028
All Other Contributions
$8,957,224
Change in Net Assets
$7,024,111
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,279,217
Other Expenses$1,853,190
Grants and Similar Amounts Paid$907,991
Total Fundraising Expense$288,053
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,076,206$423,749$157,726$1,657,681
Grants to Domestic Orgs$887,991--$887,991
Fees for Services Other$744,859$36,625$14,790$796,274
Travel$407,762$71,804$28,237$507,803
Other Employee Benefits$148,784$58,583$21,806$229,173
Current Officers, Directors, Trustees, and Key Employees$130,086$51,220$19,065$200,371
Fees for Service Investment Mgmnt Fees-$162,744-$162,744
Office Expenses$98,343$51,348$3,674$153,365
Payroll Taxes$92,006$36,227$13,484$141,717
Interest$86,267--$86,267
All Other Expenses$67,717$3,587$1,351$72,655
Fees for Services Accounting-$59,549-$59,549
Pension Plan Contributions$32,640$12,852$4,783$50,275
Grants to Domestic Individuals$20,000--$20,000
Occupancy$6,399$2,113$623$9,135
Fees for Services Legal$1,774$1,590-$3,364
Other Expenses$203,692$-225,976$22,284$0
Total Functional Expenses$4,004,526$747,819$288,053$5,040,398
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sitka Conservation SocietySitka, AK501(c)3Sustainable Southeast Partnership Catalyst - Program Funding$134,000
EcotrustPortland, OR501(c)3Sustainable Southeast Partnership Catalyst - Program & Project Funding$89,080
Hoonah Indian AssociationHoonah, AKFederally RecognizedSustainable Southeast Partnership Catalyst - Program & Project Funding$87,000
Central Council of Tlingit & Haida Indian Tribes of Alaska (tlingit & HaidaJuneau, AKFederally RecognizedSustainable Southeast Partnership Program & Project Funding$55,000
Klawock Cooperative Association (kca)Klawock, AKFederally RecognizedSustainable Southeast Partnership Catalyst - Program Funding$53,468
AwareJuneau, AK501(c)3Sustainable Southeast Partnership Catalyst - Program & Project Funding$47,347
Kootznoowoo IncorporatedJuneau, AKAlaska Native CorporSustainable Southeast Partnership Catalyst - Program Funding$42,000
Renewable Energy Alaska ProjectAnchorage, AK501(c)3Sustainable Southeast Partnership Catalyst - Program Funding$42,000
Skagway Development CorporationSkagway, AK501(c)6Sustainable Southeast Partnership Catalyst - Program Funding$42,000
The Nature Conservancy Alaska ChapterAnchorage, AK501(c)3Sustainable Southeast Partnership Catalyst - Program Funding$41,933
Shaan SeetCraig, AKAlaska Native CorporSustainable Southeast Partnership Catalyst - Program Funding$18,701
Southeast ConferenceJuneau, AK501c6Sustainable Southeast Partnership - Project Funding$6,000
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
Anthony MallottMember of Board of DirectorsIndependent Contractor ArrangementNo$12,638

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees-$49,838-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Wages/vacation$256,714
Cced Loan Guarantee$54,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
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

2024; 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
2025-10-10
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
24
Volunteers
7

Preparer

Firm
Mcdonald Jacobs Pc
Address
121 SW SALMON ST STE 1100, PORTLAND, OR 97204
Preparer
Sang Ahn
Phone
5032270581
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contract services: program service expenses 744,859. Management and general expenses 36,625. Fundraising expenses 14,790. Total expenses 796,274.

FORM 990, PART XI, LINE 9:

Provision for loan (loss) recovery -82,380. Adoption of asu 2016-13 - financial instruments-credit losses (topic 326)

FORM 990, PART XII, LINE 2C:

The process has not changed from the prior year

Financial Statement Notes

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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT, FINANCE COMMITTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER, TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER, FINANCE COMMITTEE, SSP STEERING COMM
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IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt01656187
IRS990/GrantAmt0679635
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt020000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt020000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0887991
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0887991
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01465553
IRS990/GrossReceiptsAmt013445065
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InterestGrp/ProgramServicesAmt086267
IRS990/InterestGrp/TotalAmt086267
IRS990/InvestmentIncomeGrp/ExclusionAmt0716935
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0716935
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt024407806
IRS990/InvestmentsProgramRelatedGrp/EOYAmt034884932
IRS990/IRPDocumentCnt038
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt036027
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt036027
IRS990/LegalDomicileStateCd0AK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01380556
IRS990/LoanOutstandingInd01
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE OTO 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/NetAssetsOrFundBalancesBOYAmt024972356
IRS990/NetAssetsOrFundBalancesEOYAmt033682012
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt084997
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt084997
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01767925
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0848936
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07886938
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0623
IRS990/OccupancyGrp/ManagementAndGeneralAmt02113
IRS990/OccupancyGrp/ProgramServicesAmt06399
IRS990/OccupancyGrp/TotalAmt09135
IRS990/OfficeExpensesGrp/FundraisingAmt03674
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt051348
IRS990/OfficeExpensesGrp/ProgramServicesAmt098343
IRS990/OfficeExpensesGrp/TotalAmt0153365
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-82380
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt021806
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt058583
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0148784
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0229173
IRS990/OtherExpensesGrp/Desc0GRANT/SUBAWARD MGMT
IRS990/OtherExpensesGrp/Desc1SHARED COSTS
IRS990/OtherExpensesGrp/FundraisingAmt0230
IRS990/OtherExpensesGrp/FundraisingAmt122284
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01804
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1-225976
IRS990/OtherExpensesGrp/ProgramServicesAmt0203692
IRS990/OtherExpensesGrp/TotalAmt02034
IRS990/OtherExpensesGrp/TotalAmt10
IRS990/OtherLiabilitiesGrp/BOYAmt0318589
IRS990/OtherLiabilitiesGrp/EOYAmt0310714
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/Desc1FISCAL SPONSORSHIP
IRS990/OtherRevenueMiscGrp/ExclusionAmt0157028
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt065000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0157028
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt165000
IRS990/OtherRevenueTotalAmt0222028
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0157726
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0423749
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01076206
IRS990/OtherSalariesAndWagesGrp/TotalAmt01657681
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt013484
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt036227
IRS990/PayrollTaxesGrp/ProgramServicesAmt092006
IRS990/PayrollTaxesGrp/TotalAmt0141717
IRS990/PensionPlanContributionsGrp/FundraisingAmt04783
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt012852
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt032640
IRS990/PensionPlanContributionsGrp/TotalAmt050275
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0606226
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0977504
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt030548
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012107
IRS990/PrincipalOfficerNm0ALANA PETERSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/BusinessCd1110000
IRS990/ProgramServiceRevenueGrp/Desc0WORKFORCE/BUSINESS PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc1CDFI LENDING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0245322
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1181816
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0245322
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1181816
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/ExpenseAmt0443861
IRS990/ProgSrvcAccomActy2Grp/GrantAmt07244
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0181816
IRS990/ProgSrvcAccomActy3Grp/Desc0THE PATH TO PROSPERITY / BUSINESS AND CLIENT SERVICES 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/ExpenseAmt0960551
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0221112
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt065000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07877678
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01021540
IRS990/PYInvestmentIncomeAmt0674961
IRS990/PYOtherExpensesAmt01125521
IRS990/PYOtherRevenueAmt074634
IRS990/PYProgramServiceRevenueAmt0286917
IRS990/PYRevenuesLessExpensesAmt04917121
IRS990/PYSalariesCompEmpBnftPaidAmt01850008
IRS990/PYTotalExpensesAmt03997069
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08914190
IRS990/QuidProQuoContributionsInd00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt049838
IRS990/ReconcilationRevenueExpnssAmt07024111
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt0245322
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0490778
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02315925
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt010613411
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07877678
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt020625844
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03208746
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01867680
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt044193359
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0716935
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0678888
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02585
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0516
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01398924
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01065577
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt017623
IRS990ScheduleA/OtherIncome170Grp/TotalAmt017623
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71220
IRS990ScheduleA/PublicSupportPY170Pct00.63410
IRS990ScheduleA/PublicSupportTotal170Amt032484833
IRS990ScheduleA/SubstantialContributorsTotAmt011708526
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt010613411
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07877678
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt020625844
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03208746
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01867680
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt044193359
IRS990ScheduleA/TotalSupportAmt045609906
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
IRS990ScheduleC/NotDescribedSection501c3Ind00
IRS990ScheduleC/PaidStaffOrManagementInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt036027
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt036027
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt033059842
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt11825090
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0INVESTMENT IN AFFILIATE
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1PROGRAM-RELATED INVESTMENTS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0256714
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt154000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED WAGES/VACATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CCED LOAN GUARANTEE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt034884932
IRS990ScheduleD/TotalLiabilityAmt0310714
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt020000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0PATH TO PROSPERITY BUSINESS COMPETITION AWARD
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0TECHNICAL ASSISTANCE/BUSINESS COACHING
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt02
IRS990ScheduleI/RecipientTable/CashGrantAmt055000

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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