Civic Intelligence

Native Cdfi Network Inc.

990 • Fiscal year 2023 • EIN 47-3526004

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 01, 2024

Organization ProfileWWW.NATIVECDFI.NET

View Organization Page

PO Box 1827Rapid City, SD 57709

(605) 387-5899

Siviq Scores

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

Liabilities / Assets

41st percentile

0.03x

Higher debt load relative to assets than 41% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.04x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

86th percentile

$165,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

82nd percentile

29%

Faster asset growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

78th percentile

36%

Faster revenue growth than 78% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$2,391,608

Up $539,792 (+29%) from 2022

Net Assets

Up

$2,319,483

Up $493,068 (+27%) from 2022

Liabilities

Up

$72,125

Up $46,724 (+184%) from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin81st percentile

Revenue

Up

$1,691,067

Up $446,366 (+36%) from 2022

Expenses

Up

$1,201,256

Up $209,012 (+21%) from 2022

Net Income

Up

$489,811

Up $237,354 (+94%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$600M$400M$200M$0Assets 2016: $531,564Liabilities 2016: $24,437Net Assets 2016: $507,1272016Assets 2017: $234,771Liabilities 2017: $43,154Net Assets 2017: $191,6172017Assets 2018: $336,139Liabilities 2018: $41,528Net Assets 2018: $294,6112018Assets 2019: $479,648Liabilities 2019: $17,076Net Assets 2019: $462,5722019Assets 2020: $949,209Liabilities 2020: $21,210Net Assets 2020: $927,9992020Assets 2021: $1,603,366Liabilities 2021: $29,807Net Assets 2021: $1,573,5592021Assets 2022: $1,851,816Liabilities 2022: $25,401Net Assets 2022: $1,826,4152022Assets 2023: $2,391,608Liabilities 2023: $72,125Net Assets 2023: $2,319,4832023Assets 2024: $405,395,396Liabilities 2024: $400,168,764Net Assets 2024: $5,226,6322024

Highlighted filing

2023

Assets$2,391,608
Liabilities$72,125
Net Assets$2,319,483
Open 2023 Filing

Operations Trend

Revenue Growth78th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2016: $901,800Expenses 2016: $394,673Net Income 2016: $507,1272016Revenue 2017: $299,736Expenses 2017: $615,246Net Income 2017: -$315,5102017Revenue 2018: $520,596Expenses 2018: $417,521Net Income 2018: $103,0752018Revenue 2019: $450,092Expenses 2019: $270,942Net Income 2019: $179,1502019Revenue 2020: $784,322Expenses 2020: $318,896Net Income 2020: $465,4262020Revenue 2021: $1,131,341Expenses 2021: $485,781Net Income 2021: $645,5602021Revenue 2022: $1,244,701Expenses 2022: $992,244Net Income 2022: $252,4572022Revenue 2023: $1,691,067Expenses 2023: $1,201,256Net Income 2023: $489,8112023Revenue 2024: $4,719,192Expenses 2024: $1,812,042Net Income 2024: $2,907,1502024

Highlighted filing

2023

Revenue$1,691,067
Expenses$1,201,256
Net Income$489,811
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 1, 2024
Return Version
2023v5.1
Gross Receipts
$1,691,067
Mission and Program Overview

Mission

Our mission is to be a national voice and advocate that strengthens and promotes native community development financial institutions (cdfis), creating access to capital and resources for native peoples.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,851,816$2,107,636▲ $255,820
Accounts Receivable-$52,304-
Total Assets$1,851,816$2,391,608▲ $539,792
Other Assets Total-$231,668-
Liabilities
Deferred Revenue$14,438$32,628▲ $18,190
Accounts Payable and Accrued Expenses$4,340$29,274▲ $24,934
Other Liabilities$6,623$10,223▲ $3,600
Total Liabilities$25,401$72,125▲ $46,724
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,513,510$2,006,578▲ $493,068
Net Assets With Donor Restrictions$312,905$312,905→ $0
Total Net Assets Fund Balance$1,826,415$2,319,483▲ $493,068
Total Liabilities and Net Assets / Fund Balance$1,851,816$2,391,608▲ $539,792

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$200,000--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Pete UptonChairpersoncontracted CEOPT$165,000$165,000

Board Members and Trustees

NameTitle
Dave ToveyVice Chairman
Fern OrieVice Chairperson
Cora Mae HaskellDirector
Rolina FaagaiDirector
Rollin WoodDirector
Russ SeagleDirector
Cindy MittlestadtSecretary
Cindy LogsdonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,691,067
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,658,120
Change in Net Assets
$489,811
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$991,901
Salaries, Compensation, and Employee Benefits$209,355
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$246,165--$246,165
Other Salaries and Wages$190,857--$190,857
Other Expenses$127,965--$127,965
Travel$97,842--$97,842
Advertising$78,246--$78,246
All Other Expenses$67,324$227-$67,551
Information Technology$31,255--$31,255
Fees for Services Other$15,000--$15,000
Payroll Taxes$14,601--$14,601
Occupancy$11,421--$11,421
Office Expenses$7,402--$7,402
Fees for Services Legal$7,295--$7,295
Fees for Services Accounting$7,050--$7,050
Other Employee Benefits$3,897--$3,897
Insurance$1,780--$1,780
Total Functional Expenses$1,201,029$227$0$1,201,256
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
Payroll Liabilities$10,223
Governance and Compliance

Governance Checklist

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

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“The organization has two classes of memberships - network and affiliate. Only network members have voting privileges; however, both classes of membershps have access to certain education opportunities.”

Member election for additional members Part VI line 7A

“Network members have voting privileges that include voting in board of director elections.”

Governing body decisions Part VI line 7B

“In addition to electing board members, network members vote on any other matters brought before the members at the annual meeting.”

Form 990 governing body review Part VI line 11

“The form 990 is prepared by an independent tax professional. All board members receive a copy of the form 990 prior to its filing with the irs.”

Conflict of interest policy compliance Part VI line 12C

“All empolyees and board members are subject to the conflict of interest policy as disclosed in the bylaws and peronnel policy. After disclosure of a potential conflict, all uninterested board members vote on the arrangement involving the conflict. The individual with the conflict may be involved in the conversation but can not vote.”

Governing documents etc available to public Part VI line 19

“Governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Native Cdfi Network Inc
EIN
47-3526004
Address
PO BOX 1827, RAPID CITY, SD 57709

Signing Officer

Name
Cindy Logsdon
Title
Treasurer
Phone
6053875899
Signed
2024-11-01
Discuss with paid preparer
Yes

Organization Details

Formed
2014
Legal Domicile
Sd
Voting Board Members
6
Independent Board Members
6
Employees
3

Preparer

Firm
Phillips &cruise Tax &business Svcs
Address
115 E SOUTH FRONT NO 4, GRAND ISLAND, NE 68801
Preparer
Gary Phillips
Phone
3083813668
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“COMMUNICATIONS”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN ADDITION TO ELECTING BOARD MEMBERS, NETWORK MEMBERS VOTE ON ANY OTHER MATTERS BROUGHT BEFORE THE MEMBERS AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX PROFESSIONAL. ALL BOARD MEMBERS RECEIVE A COPY OF THE FORM 990 PRIOR TO ITS FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL EMPOLYEES AND BOARD MEMBERS ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY AS DISCLOSED IN THE BYLAWS AND PERONNEL POLICY. AFTER DISCLOSURE OF A POTENTIAL CONFLICT, ALL UNINTERESTED BOARD MEMBERS VOTE ON THE ARRANGEMENT INVOLVING THE CONFLICT. THE INDIVIDUAL WITH THE CONFLICT MAY BE INVOLVED IN THE CONVERSATION BUT CAN NOT VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMMUNICATIONS
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6List of other expenses Part IX line 24e
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ReturnHeader/ReturnTs02024-11-11T10:13:48-05:00
ReturnHeader/ReturnTypeCd0990

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,391,608
Liabilities
$72,125
Net assets
$2,319,483
Revenue
$1,691,067
Expenses
$1,201,256
Net income
$489,811
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$405$400$5.23$4.72$1.81$2.91
2023Detailed filing. Detailed filing data is available for this year.$2.39$0.07$2.32$1.69$1.20$0.49
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.03$1.83$1.24$0.99$0.25
2021Detailed filing. Detailed filing data is available for this year.$1.60$0.03$1.57$1.13$0.49$0.65
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.02$0.93$0.78$0.32$0.47
2019Detailed filing. Detailed filing data is available for this year.$0.48$0.02$0.46$0.45$0.27$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.34$0.04$0.29$0.52$0.42$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.23$0.04$0.19$0.30$0.62$0.32
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.02$0.51$0.90$0.39$0.51