Civic Intelligence

Calvert Impact Capital Inc.

990 • Fiscal year 2015 • EIN 52-1591398

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 30, 2016

Organization ProfileWWW.CALVERTFOUNDATION.ORG

View Organization Page

7315 Wisconsin Avenue No 1000WBethesda, MD 20814

(800) 248-0337

Siviq Scores

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

Liabilities / Assets

91st percentile

0.90x

Higher debt load relative to assets than 91% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2015

Liabilities / Revenue

98th percentile

17.50x

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

2015 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2015

Net Margin

41st percentile

4.5%

Higher net margin than 41% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2015

Top Officer Pay

7th percentile

$247,936

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2015

Asset Growth

75th percentile

7.3%

Faster asset growth than 75% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Revenue Growth

17th percentile

-6.6%

Faster revenue growth than 17% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$315,190,271

Up $21,522,742 (+7.3%) from 2014

Net Assets

Up

$29,956,013

Up $81,752 (+0.3%) from 2014

Liabilities

Up

$285,234,258

Up $21,440,990 (+8.1%) from 2014

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin41st percentile

Revenue

Down

$16,296,832

Down $1,149,351 (-6.6%) from 2014

Expenses

Up

$15,565,748

Up $885,323 (+6.0%) from 2014

Net Income

Down

$731,084

Down $2,034,674 (-74%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$800M$600M$400M$200M$0Assets 2010: $270,657,154Liabilities 2010: $236,143,144Net Assets 2010: $34,514,0102010Assets 2011: $251,374,053Liabilities 2011: $228,731,399Net Assets 2011: $22,642,6542011Assets 2012: $267,943,859Liabilities 2012: $241,827,410Net Assets 2012: $26,116,4492012Assets 2013: $272,829,576Liabilities 2013: $245,756,591Net Assets 2013: $27,072,9852013Assets 2014: $293,667,529Liabilities 2014: $263,793,268Net Assets 2014: $29,874,2612014Assets 2015: $315,190,271Liabilities 2015: $285,234,258Net Assets 2015: $29,956,0132015Assets 2016: $368,857,156Liabilities 2016: $351,612,469Net Assets 2016: $17,244,6872016Assets 2017: $438,876,562Liabilities 2017: $418,648,280Net Assets 2017: $20,228,2822017Assets 2018: $473,574,255Liabilities 2018: $448,354,125Net Assets 2018: $25,220,1302018Assets 2019: $532,025,808Liabilities 2019: $500,375,852Net Assets 2019: $31,649,9562019Assets 2020: $612,922,504Liabilities 2020: $580,298,312Net Assets 2020: $32,624,1922020Assets 2021: $679,643,317Liabilities 2021: $644,185,686Net Assets 2021: $35,457,6312021Assets 2022: $659,345,445Liabilities 2022: $621,620,549Net Assets 2022: $37,724,8962022Assets 2023: $689,904,043Liabilities 2023: $648,209,948Net Assets 2023: $41,694,0952023Assets 2024: $737,659,052Liabilities 2024: $683,231,756Net Assets 2024: $54,427,2962024

Highlighted filing

2015

Assets$315,190,271
Liabilities$285,234,258
Net Assets$29,956,013
Open 2015 Filing

Operations Trend

Revenue Growth17th percentile

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

$40M$20M$0-$20MExpenses 2010: $17,414,4682010Expenses 2011: $16,429,2612011Expenses 2012: $12,107,0672012Revenue 2013: $13,223,322Expenses 2013: $12,549,701Net Income 2013: $673,6212013Revenue 2014: $17,446,183Expenses 2014: $14,680,425Net Income 2014: $2,765,7582014Revenue 2015: $16,296,832Expenses 2015: $15,565,748Net Income 2015: $731,0842015Revenue 2016: $19,765,844Expenses 2016: $17,814,339Net Income 2016: $1,951,5052016Revenue 2017: $18,086,596Expenses 2017: $15,017,777Net Income 2017: $3,068,8192017Revenue 2018: $18,292,901Expenses 2018: $16,966,395Net Income 2018: $1,326,5062018Revenue 2019: $23,978,642Expenses 2019: $20,095,436Net Income 2019: $3,883,2062019Revenue 2020: $22,517,069Expenses 2020: $23,816,378Net Income 2020: -$1,299,3092020Revenue 2021: $23,234,500Expenses 2021: $25,464,322Net Income 2021: -$2,229,8222021Revenue 2022: $30,134,256Expenses 2022: $31,119,797Net Income 2022: -$985,5412022Revenue 2023: $33,426,249Expenses 2023: $36,826,893Net Income 2023: -$3,400,6442023Revenue 2024: $39,494,064Expenses 2024: $30,809,389Net Income 2024: $8,684,6752024

Highlighted filing

2015

Revenue$16,296,832
Expenses$15,565,748
Net Income$731,084
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 30, 2016
Return Version
2015v2.1
Gross Receipts
$19,264,950
Mission and Program Overview

Mission

Calvert impact capital, inc. Works to maximize the flow of capital to community development organizations for the benefit of underserved communities and individuals to achieve a more equitable and sustainable society.

The calvert social investment foundation, inc. Works to maximize the flow of capital to community development organizations for the benefit of underserved communities and individuals to achieve a more equitable and sustainable society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$215,817,938$246,423,635▲ $30,605,697
Savings and Temporary Cash Investments$49,831,576$35,980,680▼ $13,850,896
Cash and Non-Interest-Bearing Accounts$10,870,558$12,421,528▲ $1,550,970
Investments in Publicly Traded Securities$10,995,712$9,865,622▼ $1,130,090
Accounts Receivable$745,911$4,389,856▲ $3,643,945
Land, Buildings, and Equipment, Net$1,224,067$859,098▼ $364,969
Pledges and Grants Receivable$111,017$850,116▲ $739,099
Prepaid Expenses and Deferred Charges$573,475$601,331▲ $27,856
Other Notes and Loans Receivable, Net$277,898$277,898→ $0
Total Assets$293,667,529$315,190,271▲ $21,522,742
Other Assets Total$3,219,377$3,520,507▲ $301,130
Liabilities
Unsecured Notes Loans Payable$261,151,639$282,483,468▲ $21,331,829
Accounts Payable and Accrued Expenses$2,590,808$2,604,605▲ $13,797
Other Liabilities$50,821$146,185▲ $95,364
Total Liabilities$263,793,268$285,234,258▲ $21,440,990
Net Assets / Fund Balance
Unrestricted Net Assets$28,912,677$29,114,629▲ $201,952
Temporarily Rstr Net Assets$774,013$653,813▼ $120,200
Permanently Rstr Net Assets$187,571$187,571→ $0
Total Net Assets Fund Balance$29,874,261$29,956,013▲ $81,752
Total Liabilities and Net Assets / Fund Balance$293,667,529$315,190,271▲ $21,522,742

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$681,057$1,509,056$2,190,113
Leasehold Improvements$178,041$75,682$253,723
Investment Program Related Org$14,462--
Compensation and Service Providers
Top Officer Pay7th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer PrycePresident & CEOFT$212,382$35,554$247,936
Derek StrocherChief Financial OfficerFT$199,334$12,103$211,437
Lauri MichelVice President, Risk ManagementFT$140,709$32,965$173,674
Justin ConwaySecretary, President of CIPFT$145,187$13,819$159,006
Humphrey MensahDeputy CFO Thru 8/2015FT$99,351$56,433$155,784
Catherine GodschalkVice President, LendingFT$126,057$21,702$147,759
Margot KaneVice President, StrategyFT$120,143$14,844$134,987
Xinewei DongDirector of Accounting and FinanceFT$109,406$4,061$113,467
Andrew SchlakDirector, InvestmentsFT$107,538$4,026$111,564

Board Members and Trustees

NameTitle
Frederick HarveyChairman
D Wayne SilbyDirector & Audit Committee Chair
John G Guffey JrDirector & Finance Committee Chair
Terrance J MollnerDirector & Governance Committee Chair
Kathy StearnsDirector & Investment Committee Chair
Josh MailmanDirector
Margaret ClarkDirector
Mary HoughtonDirector
Shari BerenbackDirector
John StreurDirector From 1/2015

Highest Paid Contractors

ContractorServicesLocationCompensation
Micro Vest Capital ManagementDue-diligence Service7315 WISCONSIN AVE SUITE 300W, Bethesda, MD 20814$284,835
Do Good Better LLCVideo And ProductionPO BOX 77453, Washington, DC 20013$129,244
Orrick Herrington & SuteliffeLegal Services4619 SOLUTIONS CENTER, Chicago, IL 60677$106,911
Revenue and Support

Revenue Composition

Contributions and Grants
$5,443,984
Program Service Revenue
$9,806,386
Investment Income
$922,496
Other Revenue
$123,966
All Other Contributions
$4,247,412
Change in Net Assets
$731,084

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded26$851,412Fair Market Value (FMV)
Total Noncash Contributions26$851,412-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,222,625
Salaries, Compensation, and Employee Benefits$4,291,032
Grants and Similar Amounts Paid$3,052,091
Total Fundraising Expense$218,531
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$4,195,072--$4,195,072
Grants to Domestic Orgs$3,052,091--$3,052,091
Other Salaries and Wages$1,850,045$660,730$132,146$2,642,921
Fees for Services Other$832,949$145,894$-434$978,409
Current Officers, Directors, Trustees, and Key Employees$541,907$193,547$38,709$774,163
Occupancy$95,791$542,813-$638,604
Other Employee Benefits$288,894$103,289$20,659$412,842
Office Expenses$254,812$71,212$10,049$336,073
Depreciation Depletion-$332,007-$332,007
Information Technology$280,167$39,955-$320,122
Payroll Taxes-$253,293-$253,293
Fees for Services Legal$202,399$50,600-$252,999
Travel$177,969$44,491-$222,460
Pension Plan Contributions$145,469$51,953$10,391$207,813
Conferences and Meetings$126,955$7,053$7,053$141,061
Fees for Services Accounting$80,966$14,181$-42$95,105
All Other Expenses$26,102$10,001-$36,103
Other Expenses$28,686$5,272-$28,686
Advertising$23,914$2,363-$26,277
Insurance-$24,337-$24,337
Total Functional Expenses$12,752,056$2,595,161$218,531$15,565,748
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Washington FoundationSeattle, WA501(c)(3)General Operating Support$250,000
Community PartnersLos Angeles, CA501(c)(3)General Operating Support$201,776
One SpiritRapid City, SD501(c)(3)General Operating Support$119,840
Mark MakingChattanooga, TN501(c)(3)General Operating Support$100,000
ST RICHARD'S SCHOOLIndianapolis, IN501(c)(3)General Operating Support$100,000
Annandale Atoms Booster ClubAnnandale, VA501(c)(3)General Operating Support$96,200
American Endowment FoundationHudson, OH501(c)(3)General Operating Support$86,778
Brown UniversityProvidence, RI501(c)(3)General Operating Support$62,800
Silver Lining MentoringBoston, MA501(c)(3)General Operating Support$47,000
Providence AcademyPlymouth, MN501(c)(3)General Operating Support$45,000
ImpactassetsBethesda, MD501(c)(3)General Operating Support$41,000
Maine Citizens for Clean ElectionsPortland, ME501(c)(3)General Operating Support$41,000
Human Rights WatchSan Francisco, CA501(c)(3)General Operating Support$40,300
The Hartsbrook SchoolHadley, MA501(c)(3)General Operating Support$30,500
Just Roots IncGreenfield, MA501(c)(3)General Operating Support$30,000
Church of Divine LightBoulder, CO501(c)(3)General Operating Support$27,000
Yale UniversityNew Haven, CT501(c)(3)General Operating Support$25,000
Knox Gates Neighborhood AssociationBronx, NY501(c)(3)General Operating Support$24,000
Upper Valley Waldorf SchoolQuechee, VT501(c)(3)General Operating Support$23,858
Christian Life AssemblyCamp Hill, PA501(c)(3)General Operating Support$23,000
Maine Peoples Resource CenterPortland, ME501(c)(3)General Operating Support$21,000
United States Conference of Catholic BishopsWashington, DC501(c)(3)General Operating Support$20,500
TechnoserveWashington, DC501(c)(3)General Operating Support$20,250
Mid-maine Homeless ShelterWaterville, ME501(c)(3)General Operating Support$20,000
No Stomach for CancerMadison, WI501(c)(3)General Operating Support$20,000
Prevent HarmPortland, ME501(c)(4)Expenditure Responsbility Grant Agreement$20,000
Shriners Hospitals for ChildrenTampa, FL501(c)(3)General Operating Support$20,000
Town of Winslow Maine Parks and RecreationWinslow, ME501(c)(3)General Operating Support$20,000
Against Malaria FoundationPhiladelphia, PA501(c)(3)General Operating Support$17,500
The Park SchoolBrookline, MA501(c)(3)General Operating Support$16,000
Third Sector New EnglandBoston, MA501(c)(3)General Operating Support$16,000
The Sierra Club FoundationSan Francisco, CA501(c)(3)General Operating Support$15,250
City Year IncBoston, MA501(c)(3)General Operating Support$15,000
Friends of the EarthWashington, DC501(c)(3)General Operating Support$15,000
Grassroots InternationalBoston, MA501(c)(3)General Operating Support$15,000
National Audubon SocietyNew York, NY501(c)(3)General Operating Support$15,000
Newton Schools FoundationNewton, MA501(c)(3)General Operating Support$15,000
Northern StageWhite River Junction, VT501(c)(3)General Operating Support$15,000
Wellfleet Harbor Actors Theater IncWellfleet, MA501(c)(3)General Operating Support$15,000
Disabled American Veterans Charitable Service TrustCold Spring, KY501(c)(3)General Operating Support$14,000
Conservation Law FoundationBoston, MA501(c)(3)General Operating Support$12,500
Indiana State University FoundationTerre Haute, IN501(c)(3)General Operating Support$12,000
Neighbor to Neighbor MassachusettsBoston, MA501(c)(3)General Operating Support$12,000
Compass Family ServicesSan Francisco, CA501(c)(3)General Operating Support$11,500
International RiversBerkeley, CA501(c)(3)General Operating Support$11,350
Providence Christian Reformed ChurchGrand Rapids, MI501(c)(3)General Operating Support$11,300
Unitarian Universalist Ministers AssociationBoston, MA501(c)(3)General Operating Support$11,000
Maine Center for Economic PolicyAugusta, ME501(c)(3)General Operating Support$10,500
V-dayNew York, NY501(c)(3)General Operating Support$10,400
EarthjusticeSan Francisco, CA501(c)(3)General Operating Support$10,300
The Leukemia and Lymphoma SocietySan Francisco, CA501(c)(3)General Operating Support$10,250
Chicago Foundation for WomenChicago, IL501(c)(3)General Operating Support$10,000
Compassionate Care AlsWest Falmouth, MA501(c)(3)General Operating Support$10,000
Convergence Center for Policy ResolutionWashington, DC501(c)(3)General Operating Support$10,000
Family Access of NewtonNewton, MA501(c)(3)General Operating Support$10,000
Friends of the Interlochen Public LibraryInterlochen, MI501(c)(3)General Operating Support$10,000
Hospice Volunteers of Waterville AreaWaterville, ME501(c)(3)General Operating Support$10,000
Maine Public Broadcasting NetworkLewiston, ME501(c)(3)General Operating Support$10,000
Microcredit FoundationMinnetonka, MN501(c)(3)General Operating Support$10,000
Strategic Concepts in Organizing and Policy EducationLos Angeles, CA501(c)(3)General Operating Support$10,000
Sustainable Harvest InternationalEllsworth, ME501(c)(3)General Operating Support$10,000
The International Anti-poaching FoundationArlington, VA501(c)(3)General Operating Support$10,000
The Sharon AcademySharon, VT501(c)(3)General Operating Support$10,000
University of MichiganAnn Arbor, MI501(c)(3)General Operating Support$10,000
Wellfleet Bay Wildlife SanctuarySouth Wellfleet, MA501(c)(3)General Operating Support$10,000
Wisconsin Democracy CampaignMadison, WI501(c)(3)General Operating Support$10,000
Unitarian Universalist Church of BerkeleyKensington, CA501(c)(3)General Operating Support$8,600
Campus Crusade for ChristOrlando, FL501(c)(3)General Operating Support$8,000
Cispes Education FundNew York, NY501(c)(3)General Operating Support$8,000
Husson UniversityBangor, ME501(c)(3)General Operating Support$8,000
Native MovementFairbanks, AK501(c)(3)General Operating Support$8,000
Planned Parenthood Federation of AmericaNew York, NY501(c)(3)General Operating Support$7,750
Student MobilizationConway, AR501(c)(3)General Operating Support$7,600
Reed CollegePortland, OR501(c)(3)General Operating Support$7,500
Dartmouth CollegeHanover, NH501(c)(3)General Operating Support$7,250
Boston Green Academy FoundationBrighton, MA501(c)(3)General Operating Support$7,130
American Indian College FundDenver, CO501(c)(3)General Operating Support$7,000
American Lung Association of MaineAugusta, ME501(c)(3)General Operating Support$7,000
Grassroots Global JusticePhiladelphia, PA501(c)(3)General Operating Support$7,000
Great Dog Rescue New EnglandAndover, MA501(c)(3)General Operating Support$7,000
Institute for Policy StudiesWashington, DC501(c)(3)General Operating Support$7,000
South Africa Development Fund IncBoston, MA501(c)(3)General Operating Support$7,000
The Nature Conservancy IncAtlanta, GA501(c)(3)General Operating Support$6,800
Wounded Warriors ProjectTopeka, KS501(c)(3)General Operating Support$6,750
Make the Road New YorkBrooklyn, NY501(c)(3)General Operating Support$6,500
Mishkan ShalomPhiladelphia, PA501(c)(3)General Operating Support$6,500
The First Church of Christ Scientist SunnyvaleSunnyvale, CA501(c)(3)General Operating Support$6,500
Fellowship Bible ChurchChagrin Falls, OH501(c)(3)General Operating Support$6,400
Doctors Without BordersHagerstown, MD501(c)(3)General Operating Support$6,250
7 Directions Environmental NetworkBlacksburg, VA501(c)(3)General Operating Support$6,000
East Bay School for BoysBerkeley, CA501(c)(3)General Operating Support$6,000
Resist IncSomerville, MA501(c)(3)General Operating Support$6,000
Sheepscot Valley Conservation AssociationNewcastle, ME501(c)(3)General Operating Support$6,000
Western States CenterPortland, OR501(c)(3)General Operating Support$6,000
Webster United Methodist ChurchWebster, FL501(c)(3)General Operating Support$5,966
Bishop Mccort High SchoolJohnstown, PA501(c)(3)General Operating Support$5,500
Friends of the Los Angeles RiverLos Angeles, CA501(c)(3)General Operating Support$5,500
Holy Family ParishAmesbury, MA501(c)(3)General Operating Support$5,500
Maine Conservation VotersAugusta, ME501(c)(4)General Operating Support$5,500
Toxics Action CenterPortland, ME501(c)(3)General Operating Support$5,500
Tacoma Urban LeagueTacoma, WA501(c)(3)General Operating Support$5,250
Habitat for Humanity International IncAmericus, GA501(c)(3)General Operating Support$5,100

International Summary

Offices
0
Employees
0
Spending
$17,002,713

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia and the PacificInvestmentsLoans00$5,000,000
South AmericaInvestmentsLoans and Equity00$4,511,046
South AsiaInvestmentsLoans00$3,600,000
Middle East and North AfricaInvestmentsLoans and Equity00$1,891,667
Russia and Neighboring StatesInvestmentsLoans00$1,500,000
Sub-saharan AfricaInvestmentsLoans00$500,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$146,185
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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 11

“The form 990 is provided to management members for review prior to filing with the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“Conflicts of interest are monitored by a compliance officer and associate who oversee the conflict of interest policy. The members of the governing body annually report any conflicts to the officer who will notify the audit committee to enforce the policy. In the event that a conflict arises, the member of the governing body will recuse themselves from voting on any matter that applies to the conflict of interest.”

Form 990, Part VI, Section B, Line 15

“To set the compensation of top management, we have relied on compensation surveys that have been performed by similar organizations. Also, we review the 990s as posted by guidestar to review what others are earning in similar positions. There is no exact comparable company for calvert foundation so we consider what others are making and adjust accordingly. As for the president & ceo, this compensation is set by the executive committee and it is informed by the same information collected above. President & ceo compensation was last reviewed in december 2015.”

Form 990, Part VI, Section C, Line 19

“The foundation's financial statements are available on the foundation's website. The foundation's governing documents and conflict of interest policy are available upon request.”

Filing and Contact Details

Filer

Filer Name
Calvert Social Investment
EIN
52-1591398
Phone
8002480337
Address
7315 WISCONSIN AVENUE NO 1000W, BETHESDA, MD 20814

Signing Officer

Name
Derek Strocher
Title
CFO
Phone
8002480337
Signed
2016-06-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Pryce
Formed
1988
Legal Domicile
Md
Voting Board Members
10
Independent Board Members
10
Employees
43
Volunteers
11

Preparer

Firm
Johnson Lambert Llp
Address
4242 SIX FORKS RD STE 1500, RALEIGH, NC 27609
Preparer
John Huskins
Phone
9197196400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management has concluded that the foundation has properly maintained its exempt status and that there are no uncertain tax positions as of december 31, 2015.”

Raw XML AppendixShowing 400 of 1,791 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.

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IRS990/ActivityOrMissionDesc0THE CALVERT SOCIAL INVESTMENT FOUNDATION, INC. WORKS TO MAXIMIZE THE FLOW OF CAPITAL TO COMMUNITY DEVELOPMENT ORGANIZATIONS FOR THE BENEFIT OF UNDERSERVED COMMUNITIES AND INDIVIDUALS TO ACHIEVE A MORE EQUITABLE AND SUSTAINABLE SOCIETY.
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IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt07053
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0126955
IRS990/ConferencesMeetingsGrp/TotalAmt0141061
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0284835
IRS990/ContractorCompensationGrp/CompensationAmt1129244
IRS990/ContractorCompensationGrp/CompensationAmt2106911
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt07315 WISCONSIN AVE SUITE 300W
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO BOX 77453
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt24619 SOLUTIONS CENTER
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BETHESDA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd020814
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd120013
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd260677
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0MICRO VEST CAPITAL MANAGEMENT
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1DO GOOD BETTER LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2ORRICK HERRINGTON & SUTELIFFE
IRS990/ContractorCompensationGrp/ServicesDesc0DUE-DILIGENCE SERVICE
IRS990/ContractorCompensationGrp/ServicesDesc1VIDEO AND PRODUCTION
IRS990/ContractorCompensationGrp/ServicesDesc2LEGAL SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05443984
IRS990/CYGrantsAndSimilarPaidAmt03052091
IRS990/CYInvestmentIncomeAmt0922496
IRS990/CYOtherExpensesAmt08222625
IRS990/CYOtherRevenueAmt0123966
IRS990/CYProgramServiceRevenueAmt09806386
IRS990/CYRevenuesLessExpensesAmt0731084
IRS990/CYSalariesCompEmpBnftPaidAmt04291032
IRS990/CYTotalExpensesAmt015565748
IRS990/CYTotalFundraisingExpenseAmt0218531
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt016296832
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0332007
IRS990/DepreciationDepletionGrp/TotalAmt0332007
IRS990/Desc0CALVERT COMMUNITY INVESTMENT NOTES BRING TOGETHER THE FINANCIAL BENEFITS OF AN INVESTMENT AND THE SOCIAL IMPACT OF A CHARITABLE DONATION. EACH AND EVERY DOLLAR INVESTED IN THE NOTE IS PLACED IN A DIVERSIFIED LOAN POOL WITH THE OBJECTIVE OF EARNING BOTH A FINANCIAL AND A SOCIAL RETURN. THE CAPITAL RAISED THROUGH THE NOTES DIRECTLY SUPPORTS AFFORDABLE HOUSING, SMALL BUSINESSES, MICROENTERPRISES AROUND THE WORLD, AND OTHER HIGH SOCIAL IMPACT INITIATIVES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt043
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt09246272
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/FundraisingAmt0-42
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014181
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt080966
IRS990/FeesForServicesAccountingGrp/TotalAmt095105
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt050600
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0202399
IRS990/FeesForServicesLegalGrp/TotalAmt0252999
IRS990/FeesForServicesOtherGrp/FundraisingAmt0-434
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0145894
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0832949
IRS990/FeesForServicesOtherGrp/TotalAmt0978409
IRS990/ForeignActivitiesInd01
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/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
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IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1028194
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt113985
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt125830
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1317999
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1432965
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1521702
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1614844
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt174061
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt184026
IRS990/Form990PartVIISectionAGrp/PersonNm0SHARI BERENBACK
IRS990/Form990PartVIISectionAGrp/PersonNm1MARGARET CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm2MARY HOUGHTON
IRS990/Form990PartVIISectionAGrp/PersonNm3JOSH MAILMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4TERRANCE J MOLLNER
IRS990/Form990PartVIISectionAGrp/PersonNm5KATHY STEARNS
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN G GUFFEY JR
IRS990/Form990PartVIISectionAGrp/PersonNm7D WAYNE SILBY
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN STREUR
IRS990/Form990PartVIISectionAGrp/PersonNm9FREDERICK HARVEY
IRS990/Form990PartVIISectionAGrp/PersonNm10JENNIFER PRYCE
IRS990/Form990PartVIISectionAGrp/PersonNm11DEREK STROCHER
IRS990/Form990PartVIISectionAGrp/PersonNm12JUSTIN CONWAY
IRS990/Form990PartVIISectionAGrp/PersonNm13HUMPHREY MENSAH
IRS990/Form990PartVIISectionAGrp/PersonNm14LAURI MICHEL
IRS990/Form990PartVIISectionAGrp/PersonNm15CATHERINE GODSCHALK
IRS990/Form990PartVIISectionAGrp/PersonNm16MARGOT KANE
IRS990/Form990PartVIISectionAGrp/PersonNm17XINEWEI DONG
IRS990/Form990PartVIISectionAGrp/PersonNm18ANDREW SCHLAK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10219742
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11207452
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12153176
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13137785
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14140709
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15126057
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16120143
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17109406
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18107538
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR & GOVERNANCE COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR & INVESTMENT COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR & FINANCE COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR & AUDIT COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR FROM 1/2015
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY, PRESIDENT OF CIP
IRS990/Form990PartVIISectionAGrp/TitleTxt13DEPUTY CFO THRU 8/2015
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDENT, RISK MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE PRESIDENT, LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE PRESIDENT, STRATEGY
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF ACCOUNTING AND FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR, INVESTMENTS
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt044711
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt01196572
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03052091
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03052091
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03012829
IRS990/GrossReceiptsAmt019264950
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt010
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt039955
IRS990/InformationTechnologyGrp/ProgramServicesAmt0280167
IRS990/InformationTechnologyGrp/TotalAmt0320122
IRS990/InsuranceGrp/ManagementAndGeneralAmt024337
IRS990/InsuranceGrp/TotalAmt024337
IRS990/InterestGrp/ProgramServicesAmt04195072
IRS990/InterestGrp/TotalAmt04195072
IRS990/InvestmentIncomeGrp/ExclusionAmt0877785
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0877785
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0215817938
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0246423635
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010995712
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09865622
IRS990/IRPDocumentCnt02014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01584738
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01224067
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0859098
IRS990/LandBldgEquipCostOrOtherBssAmt02443836
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02968118
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE CALVERT SOCIAL INVESTMENT FOUNDATION, INC. WORKS TO MAXIMIZE THE FLOW OF CAPITAL TO COMMUNITY DEVELOPMENT ORGANIZATIONS FOR THE BENEFIT OF UNDERSERVED COMMUNITIES AND INDIVIDUALS TO ACHIEVE A MORE EQUITABLE AND SUSTAINABLE SOCIETY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt029874261
IRS990/NetAssetsOrFundBalancesEOYAmt029956013
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt044711
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt044711
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-649332
IRS990/NoncashContributionsAmt0851412
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0542813
IRS990/OccupancyGrp/ProgramServicesAmt095791
IRS990/OccupancyGrp/TotalAmt0638604
IRS990/OfficeExpensesGrp/FundraisingAmt010049
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt071212
IRS990/OfficeExpensesGrp/ProgramServicesAmt0254812
IRS990/OfficeExpensesGrp/TotalAmt0336073
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03219377
IRS990/OtherAssetsTotalGrp/EOYAmt03520507
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt020659
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0103289
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0288894
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0412842
IRS990/OtherExpensesGrp/Desc0PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3COMMISSIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt042170
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15272
IRS990/OtherExpensesGrp/ProgramServicesAmt0517996
IRS990/OtherExpensesGrp/ProgramServicesAmt129872
IRS990/OtherExpensesGrp/ProgramServicesAmt228686
IRS990/OtherExpensesGrp/TotalAmt0517996
IRS990/OtherExpensesGrp/TotalAmt142170
IRS990/OtherExpensesGrp/TotalAmt235144
IRS990/OtherExpensesGrp/TotalAmt328686
IRS990/OtherLiabilitiesGrp/BOYAmt050821
IRS990/OtherLiabilitiesGrp/EOYAmt0146185
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0SUBLEASE INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0123966
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0123966
IRS990/OtherRevenueTotalAmt0123966
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0132146
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0660730
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01850045
IRS990/OtherSalariesAndWagesGrp/TotalAmt02642921
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0277898
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0277898
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0253293
IRS990/PayrollTaxesGrp/TotalAmt0253293
IRS990/PensionPlanContributionsGrp/FundraisingAmt010391
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt051953
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0145469
IRS990/PensionPlanContributionsGrp/TotalAmt0207813
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0187571
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0187571
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0111017
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0850116
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0573475
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0601331
IRS990/PrincipalOfficerNm0JENNIFER PRYCE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0CALVERT COMMUNITY INVESTMENT NOTE
IRS990/ProgramServiceRevenueGrp/Desc1COMMUNITY INVESTMENT PARTNERS
IRS990/ProgramServiceRevenueGrp/Desc2IAFGP
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09137779
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1497818
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2170789
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09137779
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1497818
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2170789
IRS990/ProgSrvcAccomActy2Grp/Desc0CALVERT GIVING FUND IS AN INNOVATIVE DONOR ADVISED FUND THAT LEVERAGES THE POWER OF IMPACT INVESTING TO PUT MORE MONEY TO WORK FOR SOCIAL AND ENVIRONMENTAL BENEFIT. ORGANIZATIONS, FAMILIES OR INDIVIDUALS ESTABLISH AN ACCOUNT WITH AN INITIAL TAX-DEDUCTIBLE CONTRIBUTION TO THE GIVING FUND. THE CONTRIBUTION IS INVESTED IN SOCIAL IMPACT ORGANIZATIONS ALLOWING DONORS TO RECOMMEND GRANTS TO QUALIFIED NONPROFIT ORGANIZATION OVER AN EXTENDED PERIOD OF TIME.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03052091
IRS990/ProgSrvcAccomActy2Grp/GrantAmt03052091
IRS990/ProgSrvcAccomActy3Grp/Desc0CALVERT FOUNDATION'S ADVISORY SERVICES PROGRAM, COMMUNITY INVESTMENT PARTNERS (CIP), ADMINISTERS COMMUNITY INVESTMENT PROGRAM ASSETS FOR FAMILY FOUNDATIONS, FAITH-BASED INSTITUTIONS, SOCIALLY RESPONSIBLE BUSINESSES AND OTHER ORGANIZATIONS SEEKING TO CHANNEL CAPITAL TO COMMUNITY PROJECTS IN AN EFFICIENT, DISCIPLINED AND RECOVERABLE MANNER. CIP HELPS THESE GROUPS SUPPORT OR INITIATE PROGRAMS THAT FINANCE AFFORDABLE HOMES, FUND SMALL AND MICRO-BUSINESSES, AND MAKE ESSENTIAL COMMUNITY SERVICES AVAILABLE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0453693
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0497818
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06637103
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03007389
IRS990/PYInvestmentIncomeAmt0920962

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$315,190,271
Liabilities
$285,234,258
Net assets
$29,956,013
Revenue
$16,296,832
Expenses
$15,565,748
Net income
$731,084
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$738$683$54.4$39.5$30.8$8.68
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$690$648$41.7$33.4$36.8$3.40
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$659$622$37.7$30.1$31.1$0.99
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$680$644$35.5$23.2$25.5$2.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$613$580$32.6$22.5$23.8$1.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$532$500$31.6$24.0$20.1$3.88
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$474$448$25.2$18.3$17.0$1.33
2017Summary only. Only limited summary data is available for this year.$439$419$20.2$18.1$15.0$3.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$369$352$17.2$19.8$17.8$1.95
2015Detailed filing. Detailed filing data is available for this year.$315$285$30.0$16.3$15.6$0.73
2014Detailed filing. Detailed filing data is available for this year.$294$264$29.9$17.4$14.7$2.77
2013Detailed filing. Detailed filing data is available for this year.$273$246$27.1$13.2$12.5$0.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$268$242$26.1$12.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$251$229$22.6$16.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$271$236$34.5$17.4