Civic Intelligence

Carolina Small Business Development Fund

990 • Fiscal year 2020 • EIN 58-1903219

Jul 01, 2019 to Jun 30, 2020 • Filed on May 10, 2021

Organization ProfileWWW.CAROLINASMALLBUSINESS.ORG

View Organization Page

3128 Highwoods Blvd Suite 170Raleigh, NC 27604

(919) 803-1437

Siviq Scores

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

Liabilities / Assets

80th percentile

0.68x

Higher debt load relative to assets than 80% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

93rd percentile

5.14x

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

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

11th percentile

-23%

Higher net margin than 11% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

22nd percentile

$149,251

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

41st percentile

4.1%

Faster asset growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-38%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$42,296,968

Up $1,652,441 (+4.1%) from 2019

Net Assets

Down

$13,502,990

Down $1,265,343 (-8.6%) from 2019

Liabilities

Up

$28,793,978

Up $2,917,784 (+11%) from 2019

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin11th percentile

Revenue

Down

$5,600,963

Down $3,368,430 (-38%) from 2019

Expenses

Down

$6,866,306

Down $1,287,124 (-16%) from 2019

Net Income

Down

-$1,265,343

Down $2,081,306 (-255%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$60M$40M$20M$0Assets 2011: $10,023,542Liabilities 2011: $1,523,235Net Assets 2011: $8,500,3072011Assets 2012: $12,411,755Liabilities 2012: $3,386,918Net Assets 2012: $9,024,8372012Assets 2013: $14,198,461Liabilities 2013: $4,355,747Net Assets 2013: $9,842,7142013Assets 2014: $16,935,894Liabilities 2014: $4,581,395Net Assets 2014: $12,354,4992014Assets 2015: $20,879,394Liabilities 2015: $8,188,249Net Assets 2015: $12,691,1452015Assets 2016: $29,790,758Liabilities 2016: $16,426,397Net Assets 2016: $13,364,3612016Assets 2017: $32,985,626Liabilities 2017: $18,820,473Net Assets 2017: $14,165,1532017Assets 2018: $38,007,117Liabilities 2018: $24,054,747Net Assets 2018: $13,952,3702018Assets 2019: $40,644,527Liabilities 2019: $25,876,194Net Assets 2019: $14,768,3332019Assets 2020: $42,296,968Liabilities 2020: $28,793,978Net Assets 2020: $13,502,9902020Assets 2021: $38,671,185Liabilities 2021: $24,354,817Net Assets 2021: $14,316,3682021Assets 2022: $42,816,299Liabilities 2022: $28,354,532Net Assets 2022: $14,461,7672022Assets 2023: $34,372,780Liabilities 2023: $18,763,064Net Assets 2023: $15,609,7162023Assets 2024: $36,552,890Liabilities 2024: $19,888,458Net Assets 2024: $16,664,4322024Assets 2025: $39,156,291Liabilities 2025: $22,126,442Net Assets 2025: $17,029,8492025

Highlighted filing

2020

Assets$42,296,968
Liabilities$28,793,978
Net Assets$13,502,990
Open 2020 Filing

Operations Trend

Revenue Growth9th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $4,207,672Expenses 2011: $3,341,394Net Income 2011: $866,2782011Revenue 2012: $3,384,033Expenses 2012: $2,859,503Net Income 2012: $524,5302012Expenses 2013: $3,532,5362013Revenue 2014: $5,052,206Expenses 2014: $2,540,421Net Income 2014: $2,511,7852014Revenue 2015: $2,591,674Expenses 2015: $2,255,028Net Income 2015: $336,6462015Revenue 2016: $5,109,835Expenses 2016: $4,436,619Net Income 2016: $673,2162016Revenue 2017: $7,173,700Expenses 2017: $6,372,908Net Income 2017: $800,7922017Revenue 2018: $6,835,372Expenses 2018: $7,048,155Net Income 2018: -$212,7832018Revenue 2019: $8,969,393Expenses 2019: $8,153,430Net Income 2019: $815,9632019Revenue 2020: $5,600,963Expenses 2020: $6,866,306Net Income 2020: -$1,265,3432020Revenue 2021: $7,982,393Expenses 2021: $7,169,015Net Income 2021: $813,3782021Revenue 2022: $6,416,650Expenses 2022: $6,271,251Net Income 2022: $145,3992022Revenue 2023: $10,484,327Expenses 2023: $9,336,378Net Income 2023: $1,147,9492023Revenue 2024: $7,993,989Expenses 2024: $6,939,273Net Income 2024: $1,054,7162024Revenue 2025: $7,889,556Expenses 2025: $7,524,139Net Income 2025: $365,4172025

Highlighted filing

2020

Revenue$5,600,963
Expenses$6,866,306
Net Income-$1,265,343
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 10, 2021
Return Version
2019v5.0
Gross Receipts
$5,665,843
Mission and Program Overview

Mission

Our mission is to foster economic development in underserved communities by providing capital, business services, and policy research to support small businesses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$35,376,609$34,501,501▼ $875,108
Cash and Non-Interest-Bearing Accounts$222,535$3,018,458▲ $2,795,923
Other Notes and Loans Receivable, Net$2,307,836$2,244,393▼ $63,443
Savings and Temporary Cash Investments$1,951,603$991,482▼ $960,121
Pledges and Grants Receivable$688,145$923,178▲ $235,033
Accounts Receivable-$570,266-
Prepaid Expenses and Deferred Charges$55,348$31,834▼ $23,514
Land, Buildings, and Equipment, Net$42,451$15,856▼ $26,595
Total Assets$40,644,527$42,296,968▲ $1,652,441
Liabilities
Mortgage Notes Payable Secured by Investment Property$25,583,241$24,105,399▼ $1,477,842
Other Liabilities$3,100$3,671,923▲ $3,668,823
Deferred Revenue-$633,333-
Accounts Payable and Accrued Expenses$289,853$383,323▲ $93,470
Total Liabilities$25,876,194$28,793,978▲ $2,917,784
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,059,114$8,817,606▼ $1,241,508
Net Assets With Donor Restrictions$4,709,219$4,685,384▼ $23,835
Total Net Assets Fund Balance$14,768,333$13,502,990▼ $1,265,343
Total Liabilities and Net Assets / Fund Balance$40,644,527$42,296,968▲ $1,652,441

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$15,856$280,687$296,543
Investment Program Related Org$-1,722,154--
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amber BondFormer COOFT$134,286$14,965$149,251
Krystin JorgensonCFOFT$124,208$14,620$138,828
Mark RoysterChief CreditFT$118,499$13,548$132,047
Jeff RoeggeFormer ActinFT$82,791$2,977$85,768
William HayesFormer ActinFT$43,269-$43,269

Board Members and Trustees

NameTitle
Stephanie Swepson-twittyBoard Chair
Kevin DickPresident &
Dr Pamela SenegalDirector
Dr Paulette DillardDirector
Frank PollockDirector
Jada Grandy-mockDirector
James H Sills IiiDirector
Ted ArcherDirector
Tiffany McneillDirector
Nancy Patrick StroudSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Vann AttorneysLegal Services1720 HILLSBOROUGH ST, Raleigh, NC 27605$201,449
Revenue and Support

Revenue Composition

Contributions and Grants
$3,005,063
Program Service Revenue
$2,458,454
Investment Income
$40,509
Other Revenue
$96,937
All Other Contributions
$2,098,941
Change in Net Assets
$-1,265,343

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,600,963
Revenue Not Reported on Form 990
$64,880
Total Revenue per Audited Statements
$5,665,843
Total Revenue per Form 990
$5,600,963
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,810,052
Salaries, Compensation, and Employee Benefits$3,056,254
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,389,132$642,750-$2,031,882
Interest$741,057--$741,057
Fees for Services Other$418,211$160,760-$578,971
Current Officers, Directors, Trustees, and Key Employees$341,906$158,201-$500,107
Other Employee Benefits$187,150$55,902-$243,052
Fees for Services Legal$175,172$49,408-$224,580
Payroll Taxes$153,155$45,748-$198,903
Occupancy$120,380$33,953-$154,333
Fees for Services Lobbying$151,756--$151,756
Fees for Services Accounting$110,654$31,210-$141,864
Information Technology$110,855$22,705-$133,560
Travel$65,180$18,384-$83,564
Pension Plan Contributions$63,379$18,931-$82,310
All Other Expenses$54,456$6,030-$60,486
Office Expenses$41,092$11,140-$52,232
Other Expenses$32,260$9,100-$41,360
Conferences and Meetings$30,632$6,006-$36,638
Advertising$22,899$6,458-$29,357
Insurance$21,665$6,111-$27,776
Depreciation Depletion$20,744$5,851-$26,595
Total Functional Expenses$5,561,481$1,304,825$0$6,866,306

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,931,186
Expenses per Audited Statements$6,866,306
Total Expenses per Form 990$6,866,306
Expenses Not Reported on Form 990$64,880
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$67,629
Fundraising Direct Expenses$64,880
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sba Luncheon$26,157$26,157$3,481$22,676
Wwbc Conference$17,657$17,657$45$17,612
Total Events$67,629$67,629$63,213$4,416
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Stephanie Swepson-twittyBoard RelationsO/s Loan to OrgNo$1,700,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held in Agency$2,967,104
Ppp Loan$656,900
Other Accrued Expenses$47,919
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 35% controlled entity
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, Page 6, Part VI, Line 11B

“The finance committee of the board of directors reviews the form 990 prior to its filing and reports the results to the full board.”

Form 990, Page 6, Part VI, Line 12C

“Board members are required to disclose conflicts of interest. This policy is monitored on an annual basis and documented in the minutes.”

Form 990, Page 6, Part VI, Line 15A

“Compensation is reviewed by the executive committee and comparables are considered among like agencies and other nonprofit entities. Each year a performance appraisal is done and any increase in salary is recommended by the executive committee and approved by the board.”

Form 990, Page 6, Part VI, Line 15B

“Each year, a performance appraisal is done and any increase in salary is recommended by the president/ceo and finance committee, and approved by the board.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents available upon request to the organization's office.”

Filing and Contact Details

Filer

Filer Name
Carolina Small Business Development
EIN
58-1903219
Phone
9198031437
Address
3128 HIGHWOODS BLVD SUITE 170, RALEIGH, NC 27604

Signing Officer

Name
Kevin Dick
Title
President & CEO
Phone
9195301683
Signed
2021-05-10

Organization Details

Principal Officer
Kevin Dick
Formed
1990
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
9
Employees
54
Volunteers
10

Preparer

Firm
Romeo Wiggins & Company Llp
Address
8210 CREEDMOOR RD 202, RALEIGH, NC 27613
Preparer
J Kelly Lanier
Phone
9198705151
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Special event expenses 64,880 special event expenses -64,880”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Special event expenses 64,880”

Schedule D, Page 4, Part XII, Line 2D

“Special event expenses 64,880”

Raw XML AppendixShowing 400 of 622 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0FORMER COO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHIEF CREDIT
IRS990/Form990PartVIISectionAGrp/TitleTxt3FORMER ACTIN
IRS990/Form990PartVIISectionAGrp/TitleTxt4FORMER ACTIN
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT &
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IRS990/FundraisingActivitiesInd0true
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IRS990/FundraisingGrossIncomeAmt067629
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
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IRS990/GrantsToOrganizationsInd0false
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IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt022705
IRS990/InformationTechnologyGrp/ProgramServicesAmt0110855
IRS990/InformationTechnologyGrp/TotalAmt0133560
IRS990/InsuranceGrp/ManagementAndGeneralAmt06111
IRS990/InsuranceGrp/ProgramServicesAmt021665
IRS990/InsuranceGrp/TotalAmt027776
IRS990/InterestGrp/ProgramServicesAmt0741057
IRS990/InterestGrp/TotalAmt0741057
IRS990/InvestmentIncomeGrp/ExclusionAmt040509
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt040509
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IRS990/InvestmentsProgramRelatedGrp/BOYAmt035376609
IRS990/InvestmentsProgramRelatedGrp/EOYAmt034501501
IRS990/IRPDocumentCnt058
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0280687
IRS990/LandBldgEquipBasisNetGrp/BOYAmt042451
IRS990/LandBldgEquipBasisNetGrp/EOYAmt015856
IRS990/LandBldgEquipCostOrOtherBssAmt0296543
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0OUR MISSION IS TO FOSTER ECONOMIC DEVELOPMENT IN UNDERSERVED COMMUNITIES BY PROVIDING CAPITAL, BUSINESS SERVICES, AND POLICY RESEARCH TO SUPPORT SMALL BUSINESSES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt025583241
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt024105399
IRS990/NetAssetsOrFundBalancesBOYAmt014768333
IRS990/NetAssetsOrFundBalancesEOYAmt013502990
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02749
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010059114
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08817606
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt033953
IRS990/OccupancyGrp/ProgramServicesAmt0120380
IRS990/OccupancyGrp/TotalAmt0154333
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011140
IRS990/OfficeExpensesGrp/ProgramServicesAmt041092
IRS990/OfficeExpensesGrp/TotalAmt052232
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt055902
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0187150
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0243052
IRS990/OtherExpensesGrp/Desc0LOSSES ON LOANS
IRS990/OtherExpensesGrp/Desc1GRANT REPAYMENT
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3STAFF DEVELOPMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt016177
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19100
IRS990/OtherExpensesGrp/ProgramServicesAmt01098114
IRS990/OtherExpensesGrp/ProgramServicesAmt1154278
IRS990/OtherExpensesGrp/ProgramServicesAmt257354
IRS990/OtherExpensesGrp/ProgramServicesAmt332260
IRS990/OtherExpensesGrp/TotalAmt01098114
IRS990/OtherExpensesGrp/TotalAmt1154278
IRS990/OtherExpensesGrp/TotalAmt273531
IRS990/OtherExpensesGrp/TotalAmt341360
IRS990/OtherLiabilitiesGrp/BOYAmt03100
IRS990/OtherLiabilitiesGrp/EOYAmt03671923
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0REPAYMENT OF BAD DEBT
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt075845
IRS990/OtherRevenueMiscGrp/ExclusionAmt118343
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt075845
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt118343
IRS990/OtherRevenueTotalAmt094188
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0642750
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01389132
IRS990/OtherSalariesAndWagesGrp/TotalAmt02031882
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt02307836
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt02244393
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt045748
IRS990/PayrollTaxesGrp/ProgramServicesAmt0153155
IRS990/PayrollTaxesGrp/TotalAmt0198903
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt018931
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt063379
IRS990/PensionPlanContributionsGrp/TotalAmt082310
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0688145
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0923178
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt055348
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031834
IRS990/PrincipalOfficerNm0KEVIN DICK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0BUSINESS LOAN INTEREST
IRS990/ProgramServiceRevenueGrp/Desc1ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/Desc2LOAN ORIGINATION/CLOSING FEES
IRS990/ProgramServiceRevenueGrp/Desc3MORTGAGE INTEREST
IRS990/ProgramServiceRevenueGrp/Desc4MEMBERSHIP FEES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt07500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01805556
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1461196
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2174385
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt39817
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01805556
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1461196
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2174385
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt39817
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt47500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt06535770
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0116292
IRS990/PYOtherExpensesAmt04790551
IRS990/PYOtherRevenueAmt0216167
IRS990/PYProgramServiceRevenueAmt02101164
IRS990/PYRevenuesLessExpensesAmt0815963
IRS990/PYSalariesCompEmpBnftPaidAmt03362879
IRS990/PYTotalExpensesAmt08153430
IRS990/PYTotalRevenueAmt08969393
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-1265343
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01951603
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0991482
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME 253,074
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03005063
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06535770
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04735333
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05442183
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03483693
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt023202042
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt040509
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0116292
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt043158
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt054163
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt041858
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt09899037
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt094188
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt036200
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt057384
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt07382
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0253074
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.85420
IRS990ScheduleA/PublicSupportPY170Pct00.90160

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,296,968
Liabilities
$28,793,978
Net assets
$13,502,990
Revenue
$5,600,963
Expenses
$6,866,306
Net income
-$1,265,343
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.2$22.1$17.0$7.89$7.52$0.37
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.6$19.9$16.7$7.99$6.94$1.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.4$18.8$15.6$10.5$9.34$1.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.8$28.4$14.5$6.42$6.27$0.15
2021Detailed filing. Detailed filing data is available for this year.$38.7$24.4$14.3$7.98$7.17$0.81
2020Detailed filing. Detailed filing data is available for this year.$42.3$28.8$13.5$5.60$6.87$1.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.6$25.9$14.8$8.97$8.15$0.82
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.0$24.1$14.0$6.84$7.05$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.0$18.8$14.2$7.17$6.37$0.80
2016Summary only. Only limited summary data is available for this year.$29.8$16.4$13.4$5.11$4.44$0.67
2015Detailed filing. Detailed filing data is available for this year.$20.9$8.19$12.7$2.59$2.26$0.34
2014Detailed filing. Detailed filing data is available for this year.$16.9$4.58$12.4$5.05$2.54$2.51
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.2$4.36$9.84$3.53
2012Summary only. Only limited summary data is available for this year.$12.4$3.39$9.02$3.38$2.86$0.52
2011Summary only. Only limited summary data is available for this year.$10.0$1.52$8.50$4.21$3.34$0.87