Liabilities / Assets
65th percentile
Higher debt load relative to assets than 65% of similar nonprofits.
Refreshing map…
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
65th percentile
Higher debt load relative to assets than 65% of similar nonprofits.
Liabilities / Revenue
93rd percentile
Higher debt load relative to revenue than 93% of similar nonprofits.
Net Margin
89th percentile
Higher net margin than 89% of similar nonprofits.
Top Officer Pay
2nd percentile
Higher top officer pay than 2% of similar nonprofits.
Top officer pay equals 0.1% of source-year revenue.
Asset Growth
67th percentile
Faster asset growth than 67% of similar nonprofits.
Revenue Growth
93rd percentile
Faster revenue growth than 93% of similar nonprofits.
Assets
Flat$1,136,545,488
Flat from 2020
Net Assets
Flat$571,067,772
Flat from 2020
Liabilities
Flat$565,477,716
Flat from 2020
Revenue
Flat$104,499,213
Flat from 2020
Expenses
Flat$70,010,828
Flat from 2020
Net Income
Flat$34,488,385
Flat from 2020
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments Program Related | $357,778,710 | $441,337,225 | ▲ $83,558,515 |
| Investments in Publicly Traded Securities | $281,295,759 | $310,350,023 | ▲ $29,054,264 |
| Land, Buildings, and Equipment, Net | $197,436,151 | $189,202,600 | ▼ $8,233,551 |
| Savings and Temporary Cash Investments | $101,183,636 | $155,344,391 | ▲ $54,160,755 |
| Accounts Receivable | $28,315,995 | $25,352,774 | ▼ $2,963,221 |
| Cash and Non-Interest-Bearing Accounts | $1,246,852 | $1,246,852 | → $0 |
| Total Assets | $990,044,914 | $1,136,545,488 | ▲ $146,500,574 |
| Other Assets Total | $22,787,811 | $13,711,623 | ▼ $9,076,188 |
| Liabilities | |||
| Mortgage Notes Payable Secured by Investment Property | $195,534,227 | $319,825,066 | ▲ $124,290,839 |
| Unsecured Notes Loans Payable | $243,315,720 | $198,860,406 | ▼ $44,455,314 |
| Other Liabilities | $17,479,276 | $37,273,289 | ▲ $19,794,013 |
| Accounts Payable and Accrued Expenses | $13,356,878 | $9,518,955 | ▼ $3,837,923 |
| Total Liabilities | $469,686,101 | $565,477,716 | ▲ $95,791,615 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $502,919,444 | $552,113,181 | ▲ $49,193,737 |
| Net Assets With Donor Restrictions | $17,439,369 | $18,954,591 | ▲ $1,515,222 |
| Total Net Assets Fund Balance | $520,358,813 | $571,067,772 | ▲ $50,708,959 |
| Total Liabilities and Net Assets / Fund Balance | $990,044,914 | $1,136,545,488 | ▲ $146,500,574 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $145,622,086 | $44,867,853 | $172,171,036 |
| Land | $38,683,922 | - | $25,934,632 |
| Equipment | $4,896,592 | $5,135,794 | $8,348,294 |
| Investment Program Related Org | $224,337,225 | - | - |
| Name | Title | Other | Total |
|---|---|---|---|
| Randy Chambers | TreasurerSecretary | $117,995 | $117,995 |
| Martin Eakes | CEODirector | $113,861 | $113,861 |
| Laura Benedict | President | $102,603 | $102,603 |
| Name | Title |
|---|---|
| John Holdsclaw IV | DirectorChair |
| Catherine Clark | Director |
| Ivan Parra | Director |
| Jean Pudlo | Director |
| Mark Korell | Director |
| Matt Hobbs | Director |
| Miguel Rubiera | Director |
| Robert Schall | Director |
| Tara Kenchen | Director |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| CT Wilson Construction Company | Construction | 150 Golden Drive, Durham, NC 27705 | $2,084,036 |
| Romeo Guest Associates | Construction | 1715 Camden Avenue, Durham, NC 27704 | $1,241,123 |
| Belk Architure | Construction | 735 Ninth Street, Durham, NC 27705 | $616,120 |
| Dixon-Hughes Goodman PLLC | Accounting Firm | 2501 Blue Ridge Road Suite 500, Raleigh, NC 27607 | $298,723 |
| Piedmont Service Group | Construction | P O Box 603909, Charlotte, NC 28260 | $196,045 |
| Contribution Type | Contribution Count | Reported Amount |
|---|---|---|
| Other Non Cash Contri Table | 8 | $5,078,100 |
| Total Noncash Contributions | 8 | $5,078,100 |
| Line Item | Amount |
|---|---|
| Other Expenses | $70,010,828 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Interest | $12,038,212 | - | - | $12,038,212 |
| Depreciation Depletion | $7,618,858 | - | - | $7,618,858 |
| Other Expenses | $3,297,464 | $91,843 | - | $3,389,307 |
| All Other Expenses | $2,609,336 | $468,203 | - | $3,077,539 |
| Information Technology | $202,142 | $1,455,947 | - | $1,658,089 |
| Occupancy | $1,108,800 | $26,498 | - | $1,135,298 |
| Fees for Services Accounting | - | $322,723 | - | $322,723 |
| Office Expenses | $8,544 | $297,196 | - | $305,740 |
| Advertising | $6,370 | $261,606 | - | $267,976 |
| Payments to Affiliates | $58,500 | $122,092 | - | $180,592 |
| Conferences and Meetings | $34,771 | $97,055 | - | $131,826 |
| Travel | $28,324 | $71,448 | - | $99,772 |
| Insurance | $52,267 | - | - | $52,267 |
| Fees for Services Legal | - | $21,356 | - | $21,356 |
| Total Functional Expenses | $60,585,740 | $9,425,088 | $0 | $70,010,828 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $71,682,936 |
| Expenses per Audited Statements | $70,010,828 |
| Total Expenses per Form 990 | $70,010,828 |
| Expenses Not Reported on Form 990 | $1,672,108 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Liability for contingent losses | $37,273,289 |
“The organization has one class of members who elect directors annually on a staggered basis to fill vacant seats on the board.”
“The organization has one class of members who elect directors annually on a staggered basis to fill vacant seats on the board.”
“The organization has one class of members who elect directors annually on a staggered basis to fill vacant seats on the board.”
“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.”
“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 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 organizations confirm 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.”
“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.”
“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 2020. 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.”
“No documents are available to the public.”
“No documents are available to the public.”
“Other changes in net assets include, changes in noncontrolling interest, net unrealized losses on mortgage-backed securities and net amortization of forward purchase commitments.”
“Non-debt financed rental revenues, net of expenses.”
“Non-debt financed rental revenues, net of expenses.”
“Self-Help Ventures Fund has determined that all tax positions taken for the current year endedDecember 31, 2020 and all years open under the statue of limitations are highly certain. Inaccordance with the accounting guidance for uncertainty in income taxes, Self-Help Ventures Fund has determined that no recognized tax liability exists.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 13356878 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 9518955 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 28315995 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 25352774 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 261606 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 6370 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 267976 |
| IRS990/AllOtherContributionsAmt | 0 | 52116100 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 468203 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 2609336 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 3077539 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | Marcus Bowen |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9199564693 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 301 W Main Street |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Durham |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 27701 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 1246852 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 1246852 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 29 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 97055 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 34771 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 131826 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 2084036 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 1241123 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 196045 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 3 | 298723 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 4 | 616120 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 150 Golden Drive |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 1715 Camden Avenue |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | P O Box 603909 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 3 | 2501 Blue Ridge Road Suite 500 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 4 | 735 Ninth Street |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | Durham |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | Durham |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | Charlotte |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 3 | Raleigh |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 4 | Durham |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | NC |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | NC |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 3 | NC |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 4 | NC |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 27705 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 27704 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 28260 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 3 | 27607 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 4 | 27705 |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 0 | CT Wilson Construction Company |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 1 | Romeo Guest Associates |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 2 | Piedmont Service Group |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 3 | Dixon-Hughes Goodman PLLC |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 4 | Belk Architure |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | Construction |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | Construction |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | Construction |
| IRS990/ContractorCompensationGrp/ServicesDesc | 3 | Accounting Firm |
| IRS990/ContractorCompensationGrp/ServicesDesc | 4 | Construction |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 52685809 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 61615 |
| IRS990/CYOtherExpensesAmt | 0 | 70010828 |
| IRS990/CYOtherRevenueAmt | 0 | 951600 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 50800189 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 34488385 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 70010828 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 104499213 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | true |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 7618858 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 7618858 |
| IRS990/Desc | 0 | Facilitation 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 28,674 |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | true |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 17439369 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 18954591 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 26529664 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditPerformedInd | 0 | true |
| IRS990/FederalGrantAuditRequiredInd | 0 | true |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 322723 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 322723 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 21356 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 21356 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 10 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 11 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 33690 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 30024 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 22192 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Randy Chambers |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Martin Eakes |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Laura Benedict |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Jean Pudlo |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Miguel Rubiera |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Mark Korell |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Tara Kenchen |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Ivan Parra |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Catherine Clark |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Robert Schall |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | John Holdsclaw IV |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | Matt Hobbs |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 84305 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 83837 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 80411 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TreasurerSecretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | CEODirector |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | DirectorChair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | Director |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1984 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/OtherAmt | 0 | 61615 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 10 |
| IRS990/GovernmentGrantsAmt | 0 | 200000 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/OtherAmt | 0 | 5292817 |
| IRS990/GrossReceiptsAmt | 0 | 111402523 |
| IRS990/GrossRentsGrp/RealAmt | 0 | 3269469 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 9 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 1455947 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 202142 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 1658089 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 52267 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 52267 |
| IRS990/InterestGrp/ProgramServicesAmt | 0 | 12038212 |
| IRS990/InterestGrp/TotalAmt | 0 | 12038212 |
| IRS990/InvestmentInJointVentureInd | 0 | true |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 357778710 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 441337225 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 281295759 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 310350023 |
| IRS990/IRPDocumentCnt | 0 | 166 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 50003647 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 197436151 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 189202600 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 239206247 |
| IRS990/LegalDomicileStateCd | 0 | NC |
| IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt | 0 | 5231202 |
| IRS990/LessRentalExpensesGrp/PersonalAmt | 0 | 1672108 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | true |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt | 0 | 195534227 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 319825066 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 520358813 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 571067772 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 61615 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 61615 |
| IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt | 0 | 1597361 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 1597361 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 502919444 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 552113181 |
| IRS990/NoncashContributionsAmt | 0 | 5078100 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 26498 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 1108800 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 1135298 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 297196 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 8544 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 305740 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 22787811 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 13711623 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 16220574 |
| IRS990/OtherExpensesGrp/Desc | 0 | Provision for credit losses |
| IRS990/OtherExpensesGrp/Desc | 1 | Staffing Reimbursement |
| IRS990/OtherExpensesGrp/Desc | 2 | Real Estate operating expens |
| IRS990/OtherExpensesGrp/Desc | 3 | Loan administration |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 6189121 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 91843 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 20738095 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 6893118 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 5890939 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 3297464 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 20738095 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 13082239 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 5890939 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 3389307 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 17479276 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 37273289 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | Investment Income |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | -645761 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | -645761 |
| IRS990/OtherRevenueTotalAmt | 0 | -645761 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt | 0 | 122092 |
| IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt | 0 | 58500 |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 180592 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | Laura Benedict |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525990 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525990 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 531310 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Interest on PRIs |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | Interest on MBS |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | Loan origination & fees |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | Rental income |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 16051204 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 10690895 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 7133056 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 16925034 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 16051204 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 10690895 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 7133056 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 16925034 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | Economic development through the renovation of historic buildings, construction of new buildings in distressed communities. Providing quality, affordable retail, community facilities and commercial rental space to revitalize and stabilize distressed communities.Economic development through provision of rental property in distressed and blighted areas,Total beneficiaries = approximately 4,362 |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 22377586 |
| IRS990/ProgSrvcAccomActy2Grp/RevenueAmt | 0 | 16925034 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | Charitable 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 7,048 |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 11678490 |
| IRS990/ProgSrvcAccomActy3Grp/RevenueAmt | 0 | 15817017 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 10175438 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 1292522 |
| IRS990/PYOtherExpensesAmt | 0 | 46989160 |
| IRS990/PYOtherRevenueAmt | 0 | 2065017 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 57903955 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 24447772 |
| IRS990/PYTotalExpensesAmt | 0 | 46989160 |
| IRS990/PYTotalRevenueAmt | 0 | 71436932 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 34488385 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | true |
| IRS990/RelatedOrganizationsAmt | 0 | 369709 |
| IRS990/RentalIncomeOrLossGrp/PersonalAmt | 0 | -1672108 |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 3269469 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | true |
| IRS990/RevenueAmt | 0 | 18058138 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 101183636 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 155344391 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | false |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | true |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 561271685 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 7 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
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Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.