Civic Intelligence

Self Help Ventures Fund

990 • Fiscal year 2018 • EIN 58-1562750

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 03, 2019

Refreshing map…

301 West Main StreetDurham, NC 27701

(919) 956-4463

Siviq Scores

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

Liabilities / Assets

55th percentile

0.37x

Higher debt load relative to assets than 55% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

4.59x

Higher debt load relative to revenue than 93% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2018

Net Margin

88th percentile

32%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

2nd percentile

$90,193

Higher top officer pay than 2% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2018

Asset Growth

79th percentile

11%

Faster asset growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

83rd percentile

19%

Faster revenue growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Assets

Flat

$779,599,613

Flat from 2018

Net Assets

Flat

$494,330,933

Flat from 2018

Liabilities

Flat

$285,268,680

Flat from 2018

Revenue

Flat

$62,183,272

Flat from 2018

Expenses

Flat

$42,089,996

Flat from 2018

Net Income

Flat

$20,093,276

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$4.0B$3.0B$2.0B$1.0B$0Assets 2010: $730,514,022Liabilities 2010: $458,230,047Net Assets 2010: $272,283,9752010Assets 2011: $815,574,536Liabilities 2011: $470,225,074Net Assets 2011: $345,349,4622011Assets 2012: $733,595,533Liabilities 2012: $382,783,012Net Assets 2012: $350,812,5212012Assets 2013: $703,785,963Liabilities 2013: $319,413,708Net Assets 2013: $384,372,2552013Assets 2014: $677,230,977Liabilities 2014: $272,560,537Net Assets 2014: $404,670,4402014Assets 2015: $674,055,733Liabilities 2015: $247,563,122Net Assets 2015: $426,492,6112015Assets 2016: $675,874,788Liabilities 2016: $225,280,213Net Assets 2016: $450,594,5752016Assets 2017: $703,797,748Liabilities 2017: $232,440,348Net Assets 2017: $471,357,4002017Assets 2018: $779,599,613Liabilities 2018: $285,268,680Net Assets 2018: $494,330,9332018Assets 2018: $779,599,613Liabilities 2018: $285,268,680Net Assets 2018: $494,330,9332018Assets 2019: $990,044,914Liabilities 2019: $469,686,101Net Assets 2019: $520,358,8132019Assets 2020: $1,136,545,488Liabilities 2020: $565,477,716Net Assets 2020: $571,067,7722020Assets 2021: $1,059,061,327Liabilities 2021: $458,100,268Net Assets 2021: $600,961,0592021Assets 2022: $1,009,821,673Liabilities 2022: $378,950,011Net Assets 2022: $630,871,6622022Assets 2023: $1,032,930,060Liabilities 2023: $391,922,186Net Assets 2023: $641,007,8742023Assets 2024: $3,447,735,170Liabilities 2024: $2,692,140,282Net Assets 2024: $755,594,8882024

Highlighted filing

2018

Assets$779,599,613
Liabilities$285,268,680
Net Assets$494,330,933

Operations Trend

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

$200M$150M$100M$50M$0Expenses 2010: $62,931,2812010Expenses 2011: $53,318,9662011Expenses 2012: $35,168,5782012Revenue 2013: $44,887,922Expenses 2013: $29,288,313Net Income 2013: $15,599,6092013Revenue 2014: $38,712,354Expenses 2014: $30,236,948Net Income 2014: $8,475,4062014Revenue 2015: $35,550,675Expenses 2015: $31,995,720Net Income 2015: $3,554,9552015Revenue 2016: $44,253,295Expenses 2016: $35,983,213Net Income 2016: $8,270,0822016Revenue 2017: $52,329,197Expenses 2017: $37,436,137Net Income 2017: $14,893,0602017Revenue 2018: $62,183,272Expenses 2018: $42,089,996Net Income 2018: $20,093,2762018Revenue 2018: $62,183,272Expenses 2018: $42,089,996Net Income 2018: $20,093,2762018Revenue 2019: $71,436,932Expenses 2019: $46,989,160Net Income 2019: $24,447,7722019Revenue 2020: $104,499,213Expenses 2020: $70,010,828Net Income 2020: $34,488,3852020Revenue 2021: $60,531,771Expenses 2021: $31,466,429Net Income 2021: $29,065,3422021Revenue 2022: $95,498,767Expenses 2022: $43,396,272Net Income 2022: $52,102,4952022Revenue 2023: $67,731,085Expenses 2023: $57,501,791Net Income 2023: $10,229,2942023Revenue 2024: $189,217,541Expenses 2024: $68,586,121Net Income 2024: $120,631,4202024

Highlighted filing

2018

Revenue$62,183,272
Expenses$42,089,996
Net Income$20,093,276
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 3, 2019
Return Version
2018v3.1
Gross Receipts
$65,475,506
Mission and Program Overview

Mission

Self-Help Ventures Funds mission is to create and protect ownership and economic opportunity for all, especially people of color, women, rural residents and low-wealth families and communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$311,604,375$367,874,484▲ $56,270,109
Land, Buildings, and Equipment, Net$174,420,271$189,098,958▲ $14,678,687
Savings and Temporary Cash Investments$68,149,283$86,267,920▲ $18,118,637
Investments in Publicly Traded Securities$102,090,801$84,665,000▼ $17,425,801
Accounts Receivable$29,426,435$29,507,323▲ $80,888
Cash and Non-Interest-Bearing Accounts$1,246,852$1,246,852→ $0
Total Assets$703,797,748$779,599,613▲ $75,801,865
Other Assets Total$16,859,731$20,939,076▲ $4,079,345
Liabilities
Unsecured Notes Loans Payable$154,417,552$217,213,759▲ $62,796,207
Mortgage Notes Payable Secured by Investment Property$58,616,975$44,966,553▼ $13,650,422
Other Liabilities$11,614,098$15,256,880▲ $3,642,782
Accounts Payable and Accrued Expenses$7,791,723$7,831,488▲ $39,765
Total Liabilities$232,440,348$285,268,680▲ $52,828,332
Net Assets / Fund Balance
Unrestricted Net Assets$452,497,511$478,594,978▲ $26,097,467
Temporarily Rstr Net Assets$18,859,889$15,735,955▼ $3,123,934
Total Net Assets Fund Balance$471,357,400$494,330,933▲ $22,973,533
Total Liabilities and Net Assets / Fund Balance$703,797,748$779,599,613▲ $75,801,865

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$145,909,860$35,024,891$163,924,647
Land$38,046,509-$25,297,219
Equipment$5,142,589$4,278,563$7,800,810
Investment Program Related Org$222,874,484--
Other Assets Org$1,141,754--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Martin EakesCEODirector$90,193$90,193
Randy ChambersTreasurerSecretary$88,522$88,522
Laura BenedictPresident$85,287$85,287
Robert SchallPresidentDirector$36,662$36,662

Board Members and Trustees

NameTitle
Catherine ClarkDirector
Ivan ParraDirector
Jean PudloDirector
John Holdsclaw IVDirector
Kevin HarrisDirector
Matt HobbsDirector
Miguel RubieraDirector
Tara KenchenDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
CT Wilson Construction CompanyConstruction150 Golden Drive, Durham, NC 27705$11,101,550
Romeo Guest AssociatesConstruction1715 Camden Avenue, Durham, NC 27704$4,973,044
Ridge Mechanical IncConstruction920 W Green Drive, High Point, NC 27260$386,035
Dixon-Hughes Goodman PLLCAccounting Firm2501 Blue Ridge Road Suite 500, Raleigh, NC 27607$287,704
Belk ArchitureConstruction735 Ninth Street, Durham, NC 27705$208,015
Revenue and Support

Revenue Composition

Contributions and Grants
$11,156,832
Program Service Revenue
$48,799,094
Investment Income
$154,688
Other Revenue
$2,072,658
All Other Contributions
$9,716,284
Change in Net Assets
$20,093,276

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table6$8,153,300FAS 116 fair value
Total Noncash Contributions6$8,153,300-

Audited Revenue Reconciliation

Revenue per Audited Statements
$62,183,272
Revenue Not Reported on Form 990
$1,733,223
Total Revenue per Audited Statements
$63,916,495
Total Revenue per Form 990
$62,183,272
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$42,089,996
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$8,621,378--$8,621,378
Depreciation Depletion$6,663,920--$6,663,920
All Other Expenses$1,266,243$752,352-$2,018,595
Other Expenses$1,996,302$4,954,161-$1,996,302
Information Technology$180,239$937,142-$1,117,381
Occupancy$747,344$19,432-$766,776
Travel$218,794$270,431-$489,225
Office Expenses$10,915$377,154-$388,069
Advertising$4,721$341,197-$345,918
Fees for Services Accounting-$90,248-$90,248
Insurance$43,153--$43,153
Conferences and Meetings$23,683$15,878-$39,561
Fees for Services Legal-$6,650-$6,650
Total Functional Expenses$34,325,351$7,764,645$0$42,089,996

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$43,823,219
Expenses per Audited Statements$42,089,996
Total Expenses per Form 990$42,089,996
Expenses Not Reported on Form 990$1,733,223
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
Liability for contingent losses$15,256,880
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

Members or stockholder classes and rights Part VI line 6

The organization has one class of members who elect directors annually on a staggered basis to fill vacant seats on the board.

Member election for additional members Part VI line 7A

The organization has one class of members who elect directors annually on a staggered basis to fill vacant seats on the board.

Governing body decisions Part VI line 7B

The organization has one class of members who elect directors annually on a staggered basis to fill vacant seats on the board.

Form 990 governing body review Part VI line 11

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 furthur review.

Conflict of interest policy compliance Part VI line 12C

The organizations Conflict of Interest Policy covers its officers, directors or trustees, all employees of the organizationor any related organization, and family members of the person 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 organizationconfirm annually that there are no existing conflicts of interest. Persons with actual conflicts are prohibited from participating in any decisions revelant to the situation where the conflict exists. Most conflicts are clearly delineated by the policy; situations that are not so clear-cut are reviewed by in-house counsel, the CEO, or the Board as appropriate.

CEO executive director top management comp Part VI line 15A

Form 990, Part VII, Section A, Line 1a: No director or officer received compensation for his or her work as a director, officer, or trustee; instead the amount listed in columns (E) and (F) are compensation paid to the full-time (approximately 40 hours per week) employees of the related organization, Self-Help Services Corporation, which serves as the employer for all of the filing organizations workers.

Other officer or key employee compensation Part VI 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 2018. The 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 availability to public Part VI line 18

No documents are available to the public.

Governing documents etc available to public Part VI line 19

No documents are available to the public.

Filing and Contact Details

Filer

Filer Name
Self-Help Ventures Fund
EIN
58-1562750
Address
301 West Main Street, Durham, NC 27701

Signing Officer

Name
Randy Chambers
Title
Vice President
Phone
9199564463
Signed
2019-10-03

Organization Details

Principal Officer
Laura Benedict
Formed
1984
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
7
Employees
0
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

Other changes in net assets include, changes in noncontrolling interest, net unrealized losses on mortgage-backed securities and net amortization of forward purchase commitments.

Financial Statement Notes

Other revenues not included on Form 990 (Part XI, line 2D)

Non-debt financed rental revenues, net of expenses

Other expenses not included on Form 990 (Part XII, line 2D)

Non-debt financed rental expenses

Footnote for uncertain tax position under FIN 48 (Part X)

Self-Help Ventures Fund has determined that all tax positions taken for the current year ended December 31, 2018 and all years open under the statue of limitations are highly certain. In accordance with the accounting guidance for uncertainty in income taxes, Self-Help Ventures Fund has determined that no recognized tax liability exists.

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IRS990/Form990PartVIISectionAGrp/PersonNm1Robert Schall
IRS990/Form990PartVIISectionAGrp/PersonNm2Catherine Clark
IRS990/Form990PartVIISectionAGrp/PersonNm3Kevin Harris
IRS990/Form990PartVIISectionAGrp/PersonNm4Matt Hobbs
IRS990/Form990PartVIISectionAGrp/PersonNm5John Holdsclaw IV
IRS990/Form990PartVIISectionAGrp/PersonNm6Ivan Parra
IRS990/Form990PartVIISectionAGrp/PersonNm7Miguel Rubiera
IRS990/Form990PartVIISectionAGrp/PersonNm8Jean Pudlo
IRS990/Form990PartVIISectionAGrp/PersonNm9Tara Kenchen
IRS990/Form990PartVIISectionAGrp/PersonNm10Randy Chambers
IRS990/Form990PartVIISectionAGrp/PersonNm11Laura Benedict
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/ReportableCompFromRltdOrgAmt077270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt136662
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/ReportableCompFromRltdOrgAmt1077258
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1172547
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEODirector
IRS990/Form990PartVIISectionAGrp/TitleTxt1PresidentDirector
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10TreasurerSecretary
IRS990/Form990PartVIISectionAGrp/TitleTxt11President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0-50069
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt0600000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01508942
IRS990/GrossReceiptsAmt065475506
IRS990/GrossRentsGrp/RealAmt03805881
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0937142
IRS990/InformationTechnologyGrp/ProgramServicesAmt0180239
IRS990/InformationTechnologyGrp/TotalAmt01117381
IRS990/InsuranceGrp/ProgramServicesAmt043153
IRS990/InsuranceGrp/TotalAmt043153
IRS990/InterestGrp/ProgramServicesAmt08621378
IRS990/InterestGrp/TotalAmt08621378
IRS990/InvestmentIncomeGrp/ExclusionAmt0204757
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0204757
IRS990/InvestmentInJointVentureInd0true
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0311604375
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0367874484
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0102090801
IRS990/InvestmentsPubTradedSecGrp/EOYAmt084665000
IRS990/IRPDocumentCnt0155
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt039303454
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0174420271
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0189098958
IRS990/LandBldgEquipCostOrOtherBssAmt0228402412
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01559011
IRS990/LessRentalExpensesGrp/RealAmt01733223
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Self-Help Ventures Funds mission is to create and protect ownership and economic opportunity for all, especially people of color, women, rural residents and low-wealth families and communities.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt058616975
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt044966553
IRS990/NetAssetsOrFundBalancesBOYAmt0471357400
IRS990/NetAssetsOrFundBalancesEOYAmt0494330933
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-50069
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-50069
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt02072658
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02072658
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt08103000
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt019432
IRS990/OccupancyGrp/ProgramServicesAmt0747344
IRS990/OccupancyGrp/TotalAmt0766776
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0377154
IRS990/OfficeExpensesGrp/ProgramServicesAmt010915
IRS990/OfficeExpensesGrp/TotalAmt0388069
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt016859731
IRS990/OtherAssetsTotalGrp/EOYAmt020939076
IRS990/OtherChangesInNetAssetsAmt02880257
IRS990/OtherExpensesGrp/Desc0Provision for credit losses
IRS990/OtherExpensesGrp/Desc1Staffing reimbursement
IRS990/OtherExpensesGrp/Desc2Real Estate operating expens
IRS990/OtherExpensesGrp/Desc3Loan administration
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04954161
IRS990/OtherExpensesGrp/ProgramServicesAmt01445262
IRS990/OtherExpensesGrp/ProgramServicesAmt16151868
IRS990/OtherExpensesGrp/ProgramServicesAmt26951529
IRS990/OtherExpensesGrp/ProgramServicesAmt31996302
IRS990/OtherExpensesGrp/TotalAmt01445262
IRS990/OtherExpensesGrp/TotalAmt111106029
IRS990/OtherExpensesGrp/TotalAmt26951529
IRS990/OtherExpensesGrp/TotalAmt31996302
IRS990/OtherLiabilitiesGrp/BOYAmt011614098
IRS990/OtherLiabilitiesGrp/EOYAmt015256880
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Laura Benedict
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525990
IRS990/ProgramServiceRevenueGrp/BusinessCd1525990
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3531310
IRS990/ProgramServiceRevenueGrp/Desc0Interest on PRIs
IRS990/ProgramServiceRevenueGrp/Desc1Interest on MBS
IRS990/ProgramServiceRevenueGrp/Desc2Loan origination & fees
IRS990/ProgramServiceRevenueGrp/Desc3Rental income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017179472
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14745806
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt212762517
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt314111299
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017179472
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14745806
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt212762517
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt314111299
IRS990/ProgSrvcAccomActy2Grp/Desc0Charitable loans and investments to community development projects employing low-income, minority and unemployed persons; to projects in low-income,minority, rural and distressed communities; and to charitable organizations.Total beneficiaries = approximately 29,697
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010079916
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt010851960
IRS990/ProgSrvcAccomActy3Grp/Desc0Facilitation of a secondary market at reasonable rates on a substainable basis for home mortgages made to low-income and minority buyers who live in distressed communities to make homeownership more widely available to these families.Total beneficiaries = approximately 30,798
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt06623945
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt023835835
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04826732
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0489280
IRS990/PYOtherExpensesAmt037436137
IRS990/PYOtherRevenueAmt02190653
IRS990/PYProgramServiceRevenueAmt044822532
IRS990/PYRevenuesLessExpensesAmt014893060
IRS990/PYTotalExpensesAmt037436137
IRS990/PYTotalRevenueAmt052329197
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt020093276
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RelatedOrganizationsAmt0840548
IRS990/RentalIncomeOrLossGrp/RealAmt02072658
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RevenueAmt014111299
IRS990/SavingsAndTempCashInvstGrp/BOYAmt068149283
IRS990/SavingsAndTempCashInvstGrp/EOYAmt086267920
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0561271685
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Ctrfor Community Self-Help
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0145909860
IRS990ScheduleD/BuildingsGrp/DepreciationAmt035024891
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt017010104
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0163924647
IRS990ScheduleD/EquipmentGrp/BookValueAmt05142589
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04278563
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt01620342

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,448$2,692$756$189$68.6$121
2023Summary only. Only limited summary data is available for this year.$1,033$392$641$67.7$57.5$10.2
2022Summary only. Only limited summary data is available for this year.$1,010$379$631$95.5$43.4$52.1
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,059$458$601$60.5$31.5$29.1
2020Summary only. Only limited summary data is available for this year.$1,137$565$571$104$70.0$34.5
2019Summary only. Only limited summary data is available for this year.$990$470$520$71.4$47.0$24.4
2018Detailed filing. Detailed filing data is available for this year.$780$285$494$62.2$42.1$20.1
2018Summary only. Only limited summary data is available for this year.$780$285$494$62.2$42.1$20.1
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$704$232$471$52.3$37.4$14.9
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$676$225$451$44.3$36.0$8.27
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$674$248$426$35.6$32.0$3.55
2014Detailed filing. Detailed filing data is available for this year.$677$273$405$38.7$30.2$8.48
2013Detailed filing. Detailed filing data is available for this year.$704$319$384$44.9$29.3$15.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$734$383$351$35.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$816$470$345$53.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$731$458$272$62.9