Civic Intelligence

Self Help Ventures Fund

990 • Fiscal year 2018 • EIN 58-1562750

Jan 01, 2018 to Dec 31, 2018

Durham, NC
Siviq Scores

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

Liabilities / Assets

56th percentile

0.37x

Higher debt load relative to assets than 56% 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

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

80th percentile

11%

Faster asset growth than 80% 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

Up

$779,599,613

Up $75,801,865 (+11%) from 2017

Net Assets

Up

$494,330,933

Up $22,973,533 (+4.9%) from 2017

Liabilities

Up

$285,268,680

Up $52,828,332 (+23%) from 2017

Revenue

Up

$62,183,272

Up $9,854,075 (+19%) from 2017

Expenses

Up

$42,089,996

Up $4,653,859 (+12%) from 2017

Net Income

Up

$20,093,276

Up $5,200,216 (+35%) from 2017

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 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 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
Filing Detail Status

This 2018 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
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.

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.$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
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