Civic Intelligence

Center for Community Self-Help

990 • Fiscal year 2017 • EIN 56-1271685

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 17, 2018

301 W Main StreetDurham, NC 27701-3227

(919) 956-4400

Siviq Scores

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

Liabilities / Assets

39th percentile

0.16x

Higher debt load relative to assets than 39% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.79x

Higher debt load relative to revenue than 72% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

93rd percentile

54%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

11th percentile

$93,023

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

407%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Assets

Up

$26,116,090

Up $2,892,864 (+12%) from 2016

Net Assets

Up

$21,972,423

Up $2,851,969 (+15%) from 2016

Liabilities

Up

$4,143,667

Up $40,895 (+1.0%) from 2016

Revenue

Up

$5,272,712

Up $4,231,877 (+407%) from 2016

Expenses

Up

$2,420,743

Up $721,603 (+42%) from 2016

Net Income

Up

$2,851,969

Up $3,510,274 (+533%) from 2016

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $22,899,664Liabilities 2010: $4,473,156Net Assets 2010: $18,426,5082010Assets 2011: $22,524,925Liabilities 2011: $4,982,193Net Assets 2011: $17,542,7322011Assets 2012: $21,817,827Liabilities 2012: $4,152,502Net Assets 2012: $17,665,3252012Assets 2013: $23,372,864Liabilities 2013: $4,277,608Net Assets 2013: $19,095,2562013Assets 2014: $22,257,305Liabilities 2014: $3,961,068Net Assets 2014: $18,296,2372014Assets 2015: $23,912,689Liabilities 2015: $4,133,930Net Assets 2015: $19,778,7592015Assets 2016: $23,223,226Liabilities 2016: $4,102,772Net Assets 2016: $19,120,4542016Assets 2017: $26,116,090Liabilities 2017: $4,143,667Net Assets 2017: $21,972,4232017Assets 2018: $35,596,688Liabilities 2018: $4,416,406Net Assets 2018: $31,180,2822018Assets 2019: $35,025,225Liabilities 2019: $4,344,947Net Assets 2019: $30,680,2782019Assets 2020: $45,315,972Liabilities 2020: $4,401,102Net Assets 2020: $40,914,8702020Assets 2021: $50,951,499Liabilities 2021: $7,253,716Net Assets 2021: $43,697,7832021Assets 2022: $52,606,933Liabilities 2022: $9,189,679Net Assets 2022: $43,417,2542022Assets 2023: $55,248,135Liabilities 2023: $11,110,824Net Assets 2023: $44,137,3112023Assets 2024: $57,288,052Liabilities 2024: $11,414,105Net Assets 2024: $45,873,9472024

Highlighted filing

2017

Assets$26,116,090
Liabilities$4,143,667
Net Assets$21,972,423

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,694,9202010Expenses 2011: $9,472,4572011Expenses 2012: $2,494,4102012Revenue 2013: $6,654,830Expenses 2013: $5,224,899Net Income 2013: $1,429,9312013Revenue 2014: $2,403,420Expenses 2014: $3,202,439Net Income 2014: -$799,0192014Revenue 2015: $3,532,736Expenses 2015: $2,050,214Net Income 2015: $1,482,5222015Revenue 2016: $1,040,835Expenses 2016: $1,699,140Net Income 2016: -$658,3052016Revenue 2017: $5,272,712Expenses 2017: $2,420,743Net Income 2017: $2,851,9692017Revenue 2018: $11,489,153Expenses 2018: $2,281,294Net Income 2018: $9,207,8592018Revenue 2019: $2,371,521Expenses 2019: $2,871,525Net Income 2019: -$500,0042019Revenue 2020: $14,619,141Expenses 2020: $4,384,549Net Income 2020: $10,234,5922020Revenue 2021: $5,300,422Expenses 2021: $2,517,509Net Income 2021: $2,782,9132021Revenue 2022: $6,987,039Expenses 2022: $7,267,568Net Income 2022: -$280,5292022Revenue 2023: $3,240,499Expenses 2023: $2,520,442Net Income 2023: $720,0572023Revenue 2024: $7,553,705Expenses 2024: $5,817,069Net Income 2024: $1,736,6362024

Highlighted filing

2017

Revenue$5,272,712
Expenses$2,420,743
Net Income$2,851,969
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 17, 2018
Return Version
2017v2.3
Gross Receipts
$5,272,712
Mission and Program Overview

Mission

The Centers mission is to create and protect ownership for all, especially people of color, women, rural residents and low wealth families and communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$22,407,877$23,018,323▲ $610,446
Accounts Receivable$466,574$1,717,869▲ $1,251,295
Savings and Temporary Cash Investments$204,160$1,085,809▲ $881,649
Cash and Non-Interest-Bearing Accounts$55,025$221,533▲ $166,508
Prepaid Expenses and Deferred Charges$35,000$35,000→ $0
Land, Buildings, and Equipment, Net$40,788$28,178▼ $12,610
Investments in Publicly Traded Securities$13,802$9,378▼ $4,424
Total Assets$23,223,226$26,116,090▲ $2,892,864
Liabilities
Unsecured Notes Loans Payable$3,741,005$3,741,005→ $0
Accounts Payable and Accrued Expenses$260,000$398,662▲ $138,662
Grants Payable$101,767$4,000▼ $97,767
Total Liabilities$4,102,772$4,143,667▲ $40,895
Net Assets / Fund Balance
Temporarily Rstr Net Assets$12,609,569$14,265,453▲ $1,655,884
Unrestricted Net Assets$6,510,885$7,706,970▲ $1,196,085
Total Net Assets Fund Balance$19,120,454$21,972,423▲ $2,851,969
Total Liabilities and Net Assets / Fund Balance$23,223,226$26,116,090▲ $2,892,864

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$28,178$692,392$720,570
Other Land Buildings-$158,378$158,378
Leasehold Improvements-$42,089$42,089
Investment Program Related Org$600,835--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Zakiya JamesCEO/Director$93,023$93,023
-President$91,782$91,782
Farad AliDirector/Staff$64,164$64,164
Michael GiarlaDirector/Staff$45,458$45,458

Board Members and Trustees

NameTitle
-Director
David SteinDirector
Katherine Stern WeaverDirector
Lewis MyersDirector
Linda ShawDirector
Polly Mitchell-GuthrieDirector
-Director/Secretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,011,805
Program Service Revenue
$174,075
Investment Income
$5,690
Other Revenue
$81,142
All Other Contributions
$3,948,575
Change in Net Assets
$2,851,969

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,272,712
Total Revenue per Audited Statements
$5,272,712
Total Revenue per Form 990
$5,272,712
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,815,534
Other Expenses$605,209
Total Fundraising Expense$2,643
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,815,534--$1,815,534
Fees for Services Other$135,201--$135,201
Other Expenses$21,581$8,664$194$30,439
Travel$17,317$4,232-$21,549
Fees for Services Accounting-$21,041-$21,041
Occupancy$13,168$5,287$118$18,573
Depreciation Depletion$8,940$3,589$81$12,610
Fees for Services Lobbying$11,900--$11,900
Office Expenses$7,606$3,054$68$10,728
All Other Expenses$4,024$1,615$36$5,675
Information Technology$1,917$770$17$2,704
Insurance$354$142$4$500
Conferences and Meetings$230$93$2$325
Total Functional Expenses$2,274,615$143,485$2,643$2,420,743

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,420,743
Total Expenses per Audited Statements$2,420,743
Total Expenses per Form 990$2,420,743
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Self-Help Ventures FundDurham, NC501c3Charitable Lending$940,301
Self-Help Federal Credit UnionDurham, NC501c1Charitable Lending$438,333
Self-Help Community Development CorporationDurham, NC501c3Affordable Housing$151,285
Kenan-Flagler Business SchoolChapel Hill, NCN/aEast Durham Revitalization Project$100,000
Self-Help Credit UnionDurham, NC501c14Charitable Lending$30,600
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6,7A

The organization has two classes of members, each of which elects a representative to the board of directors.

Form 990, Part VI, Section A, Line 11B

The Form 990 is prepared by staff accountants. The Chief Financial Officer, the Controller, and in-house counsel review multiple drafts and verify all answers before the form is provided to the Chief Executive Officer and board of directors for further review and comment prior to submission.

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

The organizations Conflict of Interest Policy covers its officers, directors or trustees, all employees of the organization or any related organization, and family members of persons in these categories. All covered persons are required under the policy to disclose actual or potential conflicts as soon as they arise and the directors of the organization and related organizations confirm annually that there are no existing conflicts of interest. Persons with actual conflicts are prohibited from participating in any decisions relevant to the situation where the conflict exists. Most conflicts are clearly delineated by the policy situations that are no so clear-cut are reviewed by in-house counsel, the CEO, or the Board, as appropriate.

Form 990, Part VI, Section B, Line 15B

The organization pays its highest paid workers including the CEO, top management officials and other officers, in accordance with a salary ceiling that is confirmed annually by the board, and was last confirmed in February 2017. This ceiling is subject to adjustment for increased costs of living associated with the geographical areas in which workers are working, but is well below the average market salary for workers with comparable levels of expertise and experience.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Form 990, Part VII, Section A, Line 1A

No director or officer receives compensation for his or her work as a director, officer or trustee instead, the amounts listed in columns E and F are compensation paid to employees of the related organization who work 30-40 hours per week by Self-Help Services Corporation, which serves as the employer for all of the filing organizations workers.

Filing and Contact Details

Filer

Filer Name
Center for Community Self-Help
EIN
56-1271685
Phone
9199564400
Address
301 W Main Street, Durham, NC 27701-3227

Signing Officer

Name
Stephanie Barnes-Simms
Title
President
Phone
9199564400
Signed
2018-08-17
Discuss with paid preparer
No

Organization Details

Formed
1980
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
9
Employees
0
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

COMMUNITY DEVELOPMENT SECONDARY MARKET PROGRAMS Facilitation of a secondary market operated by Self-Help Ventures Fund for home mortgages of low-income buyers in distressed communities to make homeownership more widely available to these families. Approximately 29,979 beneficiaries.

Form 990, Part III, Line 4D

RESPONSIBLE LENDING POLICY AND RESEARCH Together with supporting organization Center for Responsible Lending, engaged in education technical assistance on abusive financial practices that deplete the wealth of low-income minority families communities. Published 56 research reports, made 48 presentations, testimony, conferences, and analysis for comment letters to educate the general public and inform the regulatory process. Taken together, the activities noted above had approximately 68,513 beneficiaries.

Financial Statement Notes

X 2

The Center has determined that all tax positions taken for the current year ended December 31, 2017 and all years open under the statute of limitations are highly certain. Therefore, the Center has determined that no unrecognized tax liability exists.

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IRS990/Desc0COMMUNITY DEVELOPMENT LENDING Primarily through Self-Help Ventures Fund, originated and purchased loans primarily to low income, rural, and minority communities enabling home ownership and fostering small business development. Created or maintained jobs, childcare facilities, and schools. Approximately 34,398 beneficiaries.
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IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt1Charles Williams
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt2Melvin Davis
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt3Gene Nichol
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt4Stephanie Barnes-Simms
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/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt017973
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt114025
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt21259
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1210585
IRS990/Form990PartVIISectionAGrp/PersonNm0Zakiya James
IRS990/Form990PartVIISectionAGrp/PersonNm1Farad Ali
IRS990/Form990PartVIISectionAGrp/PersonNm2Michael Giarla
IRS990/Form990PartVIISectionAGrp/PersonNm3Polly Mitchell-Guthrie
IRS990/Form990PartVIISectionAGrp/PersonNm4Lewis Myers
IRS990/Form990PartVIISectionAGrp/PersonNm5Linda Shaw
IRS990/Form990PartVIISectionAGrp/PersonNm6David Stein
IRS990/Form990PartVIISectionAGrp/PersonNm7Katherine Stern Weaver
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/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt075050
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150139
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt244199
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/ReportableCompFromRltdOrgAmt1281197
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO/Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director/Staff
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director/Staff
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director/Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt12President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt0645760
IRS990/GrantAmt01303258
IRS990/GrantsPayableGrp/BOYAmt0101767
IRS990/GrantsPayableGrp/EOYAmt04000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01815534
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01815534
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt05272712
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt017
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0770
IRS990/InformationTechnologyGrp/ProgramServicesAmt01917
IRS990/InformationTechnologyGrp/TotalAmt02704
IRS990/InsuranceGrp/FundraisingAmt04
IRS990/InsuranceGrp/ManagementAndGeneralAmt0142
IRS990/InsuranceGrp/ProgramServicesAmt0354
IRS990/InsuranceGrp/TotalAmt0500
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt05690
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05690
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsProgramRelatedGrp/BOYAmt022407877
IRS990/InvestmentsProgramRelatedGrp/EOYAmt023018323
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013802
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09378
IRS990/IRPDocumentCnt046
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0892859
IRS990/LandBldgEquipBasisNetGrp/BOYAmt040788
IRS990/LandBldgEquipBasisNetGrp/EOYAmt028178
IRS990/LandBldgEquipCostOrOtherBssAmt0921037
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt017470
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Centers mission is to create and protect ownership for all, especially people of color, women, rural residents and low wealth families and communities.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt019120454
IRS990/NetAssetsOrFundBalancesEOYAmt021972423
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0118
IRS990/OccupancyGrp/ManagementAndGeneralAmt05287
IRS990/OccupancyGrp/ProgramServicesAmt013168
IRS990/OccupancyGrp/TotalAmt018573
IRS990/OfficeExpensesGrp/FundraisingAmt068
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03054
IRS990/OfficeExpensesGrp/ProgramServicesAmt07606
IRS990/OfficeExpensesGrp/TotalAmt010728
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Staffing Reimbursement to SHSC EIN 56-1849615
IRS990/OtherExpensesGrp/Desc1Loan Loss Expense
IRS990/OtherExpensesGrp/Desc2Promotion
IRS990/OtherExpensesGrp/Desc3Sales tax expense
IRS990/OtherExpensesGrp/FundraisingAmt02117
IRS990/OtherExpensesGrp/FundraisingAmt16
IRS990/OtherExpensesGrp/FundraisingAmt2194
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt094739
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1259
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt28664
IRS990/OtherExpensesGrp/ProgramServicesAmt0235969
IRS990/OtherExpensesGrp/ProgramServicesAmt1229
IRS990/OtherExpensesGrp/ProgramServicesAmt2645
IRS990/OtherExpensesGrp/ProgramServicesAmt321581
IRS990/OtherExpensesGrp/TotalAmt0332825
IRS990/OtherExpensesGrp/TotalAmt1229
IRS990/OtherExpensesGrp/TotalAmt2910
IRS990/OtherExpensesGrp/TotalAmt330439
IRS990/OtherRevenueMiscGrp/BusinessCd0541900
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0Technical Assistance Revenue
IRS990/OtherRevenueMiscGrp/Desc1Sales Tax Refund
IRS990/OtherRevenueMiscGrp/Desc2Other Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt08937
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt115759
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt256446
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08937
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt115759
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt256446
IRS990/OtherRevenueTotalAmt081142
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt035000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt035000
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Stephanie Barnes-Simms
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0522200
IRS990/ProgramServiceRevenueGrp/Desc0Charitable Credit Enhancement
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0174075
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0174075
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATIONAL AND TECHNICAL ASSISTANCE Together with supporting organizations Self-Help Ventures Fund and Self-Help Community Development Corporation, conducted general programs, educational and job-saving activities, and development of support groups and community-based organizations that help low-income people. Approximately 42,365 beneficiaries.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0135201
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0150000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt08937
IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNITY DEVELOPMENT REAL ESTATE PROJECTS Through Self-Help Ventures Fund, provided rental property to exempt organizations. Developed commercial property in blighted areas. Homeownership revitalization projects in blighted areas for low-income and disadvantaged families. Approximately 2,564 beneficiaries.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01334102
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0334101
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0869380
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01011888
IRS990/PYInvestmentIncomeAmt02186
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0687252

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.3$11.4$45.9$7.55$5.82$1.74
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.2$11.1$44.1$3.24$2.52$0.72
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.6$9.19$43.4$6.99$7.27$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.0$7.25$43.7$5.30$2.52$2.78
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.3$4.40$40.9$14.6$4.38$10.2
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.0$4.34$30.7$2.37$2.87$0.50
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.6$4.42$31.2$11.5$2.28$9.21
2017Detailed filing. Detailed filing data is available for this year.$26.1$4.14$22.0$5.27$2.42$2.85
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.2$4.10$19.1$1.04$1.70$0.66
2015Detailed filing. Detailed filing data is available for this year.$23.9$4.13$19.8$3.53$2.05$1.48
2014Detailed filing. Detailed filing data is available for this year.$22.3$3.96$18.3$2.40$3.20$0.80
2013Detailed filing. Detailed filing data is available for this year.$23.4$4.28$19.1$6.65$5.22$1.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.8$4.15$17.7$2.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.5$4.98$17.5$9.47
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.9$4.47$18.4$4.69