Civic Intelligence

Growth Partners Arizona

990 • Fiscal year 2017 • EIN 45-5021995

Jul 01, 2016 to Jun 30, 2017 • Filed on May 10, 2018

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

0.93x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

97th percentile

5.96x

Higher debt load relative to revenue than 97% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

26th percentile

-5.8%

Higher net margin than 26% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

64th percentile

$46,956

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 42.9% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

48th percentile

2.6%

Faster asset growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

20%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$702,482

Up $18,080 (+2.6%) from 2016

Net Assets

Down

$49,439

Down $6,324 (-11%) from 2016

Liabilities

Up

$653,043

Up $24,404 (+3.9%) from 2016

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin26th percentile

Revenue

Up

$109,487

Up $18,465 (+20%) from 2016

Expenses

Up

$115,811

Up $38,163 (+49%) from 2016

Net Income

Down

-$6,324

Down $19,698 (-147%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2017

Assets$702,482
Liabilities$653,043
Net Assets$49,439
Open 2017 Filing

Operations Trend

Revenue Growth71st 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

2017

Revenue$109,487
Expenses$115,811
Net Income-$6,324
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 10, 2018
Return Version
2016v3.1
Gross Receipts
$109,487
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
Other Notes and Loans Receivable, Net$308,671$457,247▲ $148,576
Savings and Temporary Cash Investments$327,386$179,680▼ $147,706
Cash and Non-Interest-Bearing Accounts$37,345$55,387▲ $18,042
Pledges and Grants Receivable$10,000$10,168▲ $168
Total Assets$684,402$702,482▲ $18,080
Other Assets Total$1,000--
Liabilities
Mortgage Notes Payable Secured by Investment Property$525,000$550,000▲ $25,000
Other Liabilities$100,000$100,000→ $0
Accounts Payable and Accrued Expenses$3,639$3,043▼ $596
Total Liabilities$628,639$653,043▲ $24,404
Net Assets / Fund Balance
Unrestricted Net Assets$45,763$39,439▼ $6,324
Temporarily Rstr Net Assets$10,000$10,000→ $0
Total Net Assets Fund Balance$55,763$49,439▼ $6,324
Total Liabilities and Net Assets / Fund Balance$684,402$702,482▲ $18,080
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Maura GroganLoan Fund DiPT$46,956$46,956

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$80,451
Program Service Revenue
$29,036
Investment Income
$0
Other Revenue
$0
All Other Contributions
$60,451
Change in Net Assets
$-6,324
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$59,307
Salaries, Compensation, and Employee Benefits$56,504
Total Fundraising Expense$4,818
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$25,630$24,061$2,615$52,306
Interest$11,826--$11,826
Fees for Services Management$4,998$4,692$510$10,200
Advertising$4,226$3,967$431$8,624
Fees for Services Other$4,165$3,910$425$8,500
Other Expenses$5,676$4,140$450$5,676
Payroll Taxes$2,057$1,931$210$4,198
Office Expenses$1,623$1,524$166$3,313
Fees for Services Accounting-$1,750-$1,750
Fees for Service Investment Mgmnt Fees-$196-$196
Travel$77$72$8$157
Conferences and Meetings$32$30$3$65
Total Functional Expenses$64,720$46,273$4,818$115,811
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
2018-05-10

Organization Details

Principal Officer
Don Jenks
Formed
2014
Legal Domicile
Az
Voting Board Members
16
Independent Board Members
15
Employees
0
Volunteers
16

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, 2017, management is not aware of any uncertain tax positions that are potentially material.”

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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA
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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, 2017, MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT ARE POTENTIALLY MATERIAL.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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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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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$702,482
Liabilities
$653,043
Net assets
$49,439
Revenue
$109,487
Expenses
$115,811
Net income
-$6,324
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