Civic Intelligence

Growth Partners Arizona

990 • Fiscal year 2016 • EIN 45-5021995

Jul 01, 2015 to Jun 30, 2016 • Filed on May 10, 2017

Organization ProfileNONPROFIT-LOANS.ORG
6420 E Broadway Blvd Suite A100Tucson, AZ 85710

(520) 770-0800

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.92x

Higher debt load relative to assets than 92% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

98th percentile

6.91x

Higher debt load relative to revenue than 98% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$128,050

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 140.7% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

97th percentile

181%

Faster asset growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

91st percentile

73%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$684,402

Up $440,470 (+181%) from 2015

Net Assets

Up

$55,763

Up $13,374 (+32%) from 2015

Liabilities

Up

$628,639

Up $427,096 (+212%) from 2015

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin73rd percentile

Revenue

Up

$91,022

Up $38,487 (+73%) from 2015

Expenses

Up

$77,648

Up $11,289 (+17%) from 2015

Net Income

Up

$13,374

Up $27,198 (+197%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$6.0M$4.0M$2.0M$0Assets 2014: $207,177Liabilities 2014: $150,964Net Assets 2014: $56,2132014Assets 2015: $243,932Liabilities 2015: $201,543Net Assets 2015: $42,3892015Assets 2016: $684,402Liabilities 2016: $628,639Net Assets 2016: $55,7632016Assets 2017: $702,482Liabilities 2017: $653,043Net Assets 2017: $49,4392017Assets 2018: $1,103,447Liabilities 2018: $958,616Net Assets 2018: $144,8312018Assets 2019: $1,426,983Liabilities 2019: $1,044,176Net Assets 2019: $382,8072019Assets 2020: $2,476,394Liabilities 2020: $1,931,533Net Assets 2020: $544,8612020Assets 2021: $2,924,043Liabilities 2021: $2,089,966Net Assets 2021: $834,0772021Assets 2022: $3,443,264Liabilities 2022: $1,990,136Net Assets 2022: $1,453,1282022Assets 2023: $4,211,150Liabilities 2023: $2,312,905Net Assets 2023: $1,898,2452023Assets 2024: $5,140,316Liabilities 2024: $2,253,467Net Assets 2024: $2,886,8492024

Highlighted filing

2016

Assets$684,402
Liabilities$628,639
Net Assets$55,763
Open 2016 Filing

Operations Trend

Revenue Growth91st percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2014: $92,554Expenses 2014: $83,016Net Income 2014: $9,5382014Revenue 2015: $52,535Expenses 2015: $66,359Net Income 2015: -$13,8242015Revenue 2016: $91,022Expenses 2016: $77,648Net Income 2016: $13,3742016Revenue 2017: $109,487Expenses 2017: $115,811Net Income 2017: -$6,3242017Revenue 2018: $260,379Expenses 2018: $164,987Net Income 2018: $95,3922018Revenue 2019: $479,668Expenses 2019: $243,043Net Income 2019: $236,6252019Revenue 2020: $526,886Expenses 2020: $364,832Net Income 2020: $162,0542020Revenue 2021: $640,741Expenses 2021: $351,525Net Income 2021: $289,2162021Revenue 2022: $1,079,101Expenses 2022: $460,050Net Income 2022: $619,0512022Revenue 2023: $1,039,218Expenses 2023: $594,101Net Income 2023: $445,1172023Revenue 2024: $1,679,763Expenses 2024: $747,821Net Income 2024: $931,9422024

Highlighted filing

2016

Revenue$91,022
Expenses$77,648
Net Income$13,374
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 10, 2017
Return Version
2015v3.0
Gross Receipts
$91,022
Mission and Program Overview

Mission

Providing loans to nonprofit organizations; improving the financial literacy of nonprofit organizations; educating nonprofit organizations on the prudent use of loan capital; offering a "user-friendly" loan approval process; and educating nonprofit organizations to allow them to successfully obtain greater access to the capital available from conventional financial institutions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$15,916$327,386▲ $311,470
Other Notes and Loans Receivable, Net$183,944$308,671▲ $124,727
Cash and Non-Interest-Bearing Accounts$33,963$37,345▲ $3,382
Pledges and Grants Receivable$10,000$10,000→ $0
Total Assets$243,932$684,402▲ $440,470
Other Assets Total$109$1,000▲ $891
Liabilities
Mortgage Notes Payable Secured by Investment Property$200,000$525,000▲ $325,000
Other Liabilities-$100,000-
Accounts Payable and Accrued Expenses$1,543$3,639▲ $2,096
Total Liabilities$201,543$628,639▲ $427,096
Net Assets / Fund Balance
Unrestricted Net Assets$32,389$45,763▲ $13,374
Temporarily Rstr Net Assets$10,000$10,000→ $0
Total Net Assets Fund Balance$42,389$55,763▲ $13,374
Total Liabilities and Net Assets / Fund Balance$243,932$684,402▲ $440,470
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Clyde KunzDirector-$128,050$128,050
Maura GroganLoan Fund DiPT$41,000$41,000

Board Members and Trustees

NameTitle
Don JenksChair
Helaine LevyVice Chair
Carrie RednourDirector
Christina RossettiDirector
David Lopez-monroyDirector
Debi Chess MabieDirector
Greg FurrierDirector
Lesli PintorDirector
Michael McdonaldDirector
Roxanne VelizDirector
Sean MurrayDirector
Steven M BanzhafDirector
Debbie ChandlerSecretary
Ray LancasterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$59,750
Program Service Revenue
$0
Investment Income
$23,551
Other Revenue
$7,721
All Other Contributions
$39,750
Change in Net Assets
$13,374
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$45,649
Other Expenses$31,999
Total Fundraising Expense$3,793
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$20,620$19,357$2,104$42,081
Interest$4,324$4,060$441$8,825
Payroll Taxes$1,682$1,579$172$3,433
Office Expenses$1,606$1,508$164$3,278
Other Expenses$915$859$93$1,867
Advertising$895$840$91$1,826
Fees for Services Accounting-$1,650-$1,650
Conferences and Meetings$333$312$34$679
Fees for Services Management$148$139$15$302
Travel$69$65$7$141
Other Employee Benefits$66$62$7$135
Fees for Service Investment Mgmnt Fees-$124-$124
Total Functional Expenses$37,179$36,676$3,793$77,648
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable to Community Foundation$100,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed by cfsa personnel, nplf personnel and cfsa finance committee members prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“A conflicts of interest form is signed annually by everyone involved with the organization. Forms are posted online where board members can access at any time.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Nonprofit Loan Fund of Tucson
EIN
45-5021995
Address
6420 E BROADWAY BLVD SUITE A100, TUCSON, AZ 85710

Signing Officer

Name
Don Jenks
Title
Chair
Signed
2017-05-10

Organization Details

Principal Officer
Don Jenks
Formed
2014
Legal Domicile
Az
Voting Board Members
15
Independent Board Members
14
Employees
0
Volunteers
14

Preparer

Firm
Ludwig Klewer & Co Pllc
Address
4783 E CAMP LOWELL DR, TUCSON, AZ 85712
Preparer
Julie S Klewer CPA
Phone
5205450500
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Providing loans to nonprofit organizations; improving the financial literacy of nonprofit organizations; educating nonprofit organizations on the prudent use of loan capital; offering a "user-friendly" loan approval process; and educating nonprofit organizations to allow them to successfully obtain greater access to the capital available from conventional financial institutions.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The foundation's policy is to disclose or recognize income tax positions based on management's estimate of whether it is reasonably possible or probable, respectively, that a liability has been incurred for unrecognized income tax positions. As of june 30, 2016, management is not aware of any uncertain tax positions that are potentially material.”

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IRS990/PrincipalOfficerNm0DON JENKS
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IRS990/PYInvestmentIncomeAmt07677
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IRS990/PYOtherRevenueAmt03099
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA
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IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0302
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
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0100000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYABLE TO COMMUNITY FOUNDATION
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S POLICY IS TO DISCLOSE OR RECOGNIZE INCOME TAX POSITIONS BASED ON MANAGEMENT'S ESTIMATE OF WHETHER IT IS REASONABLY POSSIBLE OR PROBABLE, RESPECTIVELY, THAT A LIABILITY HAS BEEN INCURRED FOR UNRECOGNIZED INCOME TAX POSITIONS. AS OF JUNE 30, 2016, MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT ARE POTENTIALLY MATERIAL.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalLiabilityAmt0100000
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDING LOANS TO NONPROFIT ORGANIZATIONS; IMPROVING THE FINANCIAL LITERACY OF NONPROFIT ORGANIZATIONS; EDUCATING NONPROFIT ORGANIZATIONS ON THE PRUDENT USE OF LOAN CAPITAL; OFFERING A "USER-FRIENDLY" LOAN APPROVAL PROCESS; AND EDUCATING NONPROFIT ORGANIZATIONS TO ALLOW THEM TO SUCCESSFULLY OBTAIN GREATER ACCESS TO THE CAPITAL AVAILABLE FROM CONVENTIONAL FINANCIAL INSTITUTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY CFSA PERSONNEL, NPLF PERSONNEL AND CFSA FINANCE COMMITTEE MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A CONFLICTS OF INTEREST FORM IS SIGNED ANNUALLY BY EVERYONE INVOLVED WITH THE ORGANIZATION. FORMS ARE POSTED ONLINE WHERE BOARD MEMBERS CAN ACCESS AT ANY TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0COMMUNITY FOUNDATION FOR S ARIZONA
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITABLE
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TUCSON
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd085710
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IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$684,402
Liabilities
$628,639
Net assets
$55,763
Revenue
$91,022
Expenses
$77,648
Net income
$13,374
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.14$2.25$2.89$1.68$0.75$0.93
2023Detailed filing. Detailed filing data is available for this year.$4.21$2.31$1.90$1.04$0.59$0.45
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.44$1.99$1.45$1.08$0.46$0.62
2021Detailed filing. Detailed filing data is available for this year.$2.92$2.09$0.83$0.64$0.35$0.29
2020Detailed filing. Detailed filing data is available for this year.$2.48$1.93$0.54$0.53$0.36$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.43$1.04$0.38$0.48$0.24$0.24
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.96$0.14$0.26$0.16$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.70$0.65$0.05$0.11$0.12$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.63$0.06$0.09$0.08$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.24$0.20$0.04$0.05$0.07$0.01
2014Summary only. Only limited summary data is available for this year.$0.21$0.15$0.06$0.09$0.08$0.01