Civic Intelligence

Three Roots Capital

990 • Fiscal year 2022 • EIN 62-1624472

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 09, 2023

Organization ProfileWWW.3ROOTSCAPITAL.ORG

View Organization Page

Refreshing map…

12640 Kingston PikeKnoxville, TN 37934

(865) 220-1710

Siviq Scores

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

Liabilities / Assets

89th percentile

0.96x

Higher debt load relative to assets than 89% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

99th percentile

35.72x

Higher debt load relative to revenue than 99% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

38th percentile

$380,979

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Asset Growth

86th percentile

19%

Faster asset growth than 86% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$128,659,022

Up $20,188,948 (+19%) from 2021

Net Assets

Up

$4,951,548

Up $1,734,976 (+54%) from 2021

Liabilities

Up

$123,707,474

Up $18,453,972 (+18%) from 2021

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin91st percentile

Revenue

Up

$3,463,266

Up $353,068 (+11%) from 2021

Expenses

Up

$1,728,290

Up $330,748 (+24%) from 2021

Net Income

Up

$1,734,976

Up $22,320 (+1.3%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$200M$150M$100M$50M$0Assets 2011: $3,367,054Liabilities 2011: $1,240,796Net Assets 2011: $2,126,2582011Assets 2012: $3,091,183Liabilities 2012: $1,257,539Net Assets 2012: $1,833,6442012Assets 2013: $2,136,978Liabilities 2013: $369,909Net Assets 2013: $1,767,0692013Assets 2014: $1,712,218Liabilities 2014: $245,594Net Assets 2014: $1,466,6242014Assets 2015: $1,570,665Liabilities 2015: $233,674Net Assets 2015: $1,336,9912015Assets 2016: $15,520,488Liabilities 2016: $15,143,392Net Assets 2016: $377,0962016Assets 2017: $51,274,510Liabilities 2017: $50,839,987Net Assets 2017: $434,5232017Assets 2018: $66,143,194Liabilities 2018: $65,573,846Net Assets 2018: $569,3482018Assets 2019: $84,026,259Liabilities 2019: $83,140,375Net Assets 2019: $885,8842019Assets 2020: $86,877,405Liabilities 2020: $85,373,489Net Assets 2020: $1,503,9162020Assets 2021: $108,470,074Liabilities 2021: $105,253,502Net Assets 2021: $3,216,5722021Assets 2022: $128,659,022Liabilities 2022: $123,707,474Net Assets 2022: $4,951,5482022Assets 2023: $176,294,267Liabilities 2023: $169,744,249Net Assets 2023: $6,550,0182023Assets 2024: $190,127,014Liabilities 2024: $180,662,322Net Assets 2024: $9,464,6922024

Highlighted filing

2022

Assets$128,659,022
Liabilities$123,707,474
Net Assets$4,951,548
Open 2022 Filing

Operations Trend

Revenue Growth65th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,975,6982011Expenses 2012: $2,298,1772012Revenue 2013: $2,803,204Expenses 2013: $2,871,896Net Income 2013: -$68,6922013Revenue 2014: $1,640,385Expenses 2014: $1,940,410Net Income 2014: -$300,0252014Revenue 2015: $1,629,386Expenses 2015: $1,758,683Net Income 2015: -$129,2972015Revenue 2016: -$80,969Expenses 2016: $878,926Net Income 2016: -$959,8952016Revenue 2017: $718,192Expenses 2017: $660,765Net Income 2017: $57,4272017Revenue 2018: $979,110Expenses 2018: $844,285Net Income 2018: $134,8252018Revenue 2019: $1,670,160Expenses 2019: $1,353,624Net Income 2019: $316,5362019Revenue 2020: $1,855,157Expenses 2020: $1,237,125Net Income 2020: $618,0322020Revenue 2021: $3,110,198Expenses 2021: $1,397,542Net Income 2021: $1,712,6562021Revenue 2022: $3,463,266Expenses 2022: $1,728,290Net Income 2022: $1,734,9762022Revenue 2023: $3,754,391Expenses 2023: $2,155,921Net Income 2023: $1,598,4702023Revenue 2024: $6,836,645Expenses 2024: $3,921,971Net Income 2024: $2,914,6742024

Highlighted filing

2022

Revenue$3,463,266
Expenses$1,728,290
Net Income$1,734,976
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 9, 2023
Return Version
2022v5.0
Gross Receipts
$3,463,266
Mission and Program Overview

Mission

Community development in east tennessee and southern appalachiathrough access to capital and job creation.

Access to capital and business coaching that create successful outcomes for clients and partners.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$54,429,452$67,235,842▲ $12,806,390
Savings and Temporary Cash Investments$1,286,922$2,308,870▲ $1,021,948
Investments Other Securities$265,767$410,815▲ $145,048
Intangible Assets$0$63,672▲ $63,672
Prepaid Expenses and Deferred Charges$18,645$16,673▼ $1,972
Land, Buildings, and Equipment, Net$2,687$0▼ $2,687
Total Assets$108,470,074$128,659,022▲ $20,188,948
Other Assets Total$52,466,601$58,623,150▲ $6,156,549
Liabilities
Mortgage Notes Payable Secured by Investment Property$104,068,869$123,194,232▲ $19,125,363
Accounts Payable and Accrued Expenses$141,242$233,793▲ $92,551
Deferred Revenue$1,043,391$215,777▼ $827,614
Other Liabilities$0$63,672▲ $63,672
Total Liabilities$105,253,502$123,707,474▲ $18,453,972
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,216,572$4,951,548▲ $1,734,976
Total Net Assets Fund Balance$3,216,572$4,951,548▲ $1,734,976
Total Liabilities and Net Assets / Fund Balance$108,470,074$128,659,022▲ $20,188,948

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$35,668$35,668
Leasehold Improvements$0$13,855$13,855
Other Assets Org$58,559,808--
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Grady VanderhoofvenPresident & CEOFT$222,850$158,129$380,979
Chris MillerTreasurer/secretaryFT$149,586$37,190$186,776
Dennis CorleyBusiness DevelopmentFT$132,893$30,337$163,230

Board Members and Trustees

NameTitle
David BradshawChairman
Fred TompkinsDirector
L Ray MoncriefDirector
Marianne WanamakerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,182,062
Program Service Revenue
$2,276,248
Investment Income
$4,956
Other Revenue
$0
All Other Contributions
$1,182,062
Change in Net Assets
$1,734,976

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,463,266
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,463,266
Total Revenue per Form 990
$3,463,266
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,052,692
Other Expenses$675,598
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$253,405$113,849-$367,254
Current Officers, Directors, Trustees, and Key Employees$243,468$109,384-$352,852
Other Employee Benefits$150,878$67,786-$218,664
Occupancy$69,980$31,440-$101,420
Insurance$59,347$26,663-$86,010
Pension Plan Contributions$41,434$18,615-$60,049
Payroll Taxes$37,172$16,701-$53,873
Fees for Services Accounting$21,979$9,875-$31,854
Information Technology$17,447$7,839-$25,286
Advertising$16,383$7,361-$23,744
Office Expenses$10,481$4,708-$15,189
Other Expenses$2,501$1,124-$3,625
Fees for Services Other$2,070$930-$3,000
Depreciation Depletion$1,853$832-$2,685
Travel$1,630$733-$2,363
All Other Expenses$41$19-$60
Total Functional Expenses$1,301,391$426,899$0$1,728,290

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,728,290
Total Expenses per Audited Statements$1,728,290
Total Expenses per Form 990$1,728,290
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Lease Liability$63,672
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
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The data for form 990 is assembled by the controller and the 990 forms are completed with the assistance of an independent cpa in conjunction with the annual audit of the financial statements. The completed form is reviewed by the treasurer/secretary, president and chief executive officer. The 990 tax form is subsequently reviewed by the board of directors.”

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

“Upon entering service and then annually thereafter, questionnaires are distributed to board members, officers, key employees and senior managers related to the organization's conflict of interest policies. Responses are reviewed by the board of directors; management then prepares financial statement disclosures as appropriate. In the event of potential conflicts the person recuses themselves from both discussions and votes on any matter where a conflict exists.”

Form 990, Part VI, Section B, Line 15

“Three roots capital's board of directors, which includes independent board members, reviews and approves the compensation of the ceo/president. The ceo/president review and approve the compensation of all other officers and employees of the corporation. Each package may be reviewed in conjunction with a job description and performance review. Outside consultants and comparative compensation data may be utilized regarding specific issues when/if appropriate, as determined by the board of directors. Minutes of meetings and documentation of compensation packages are maintained.”

Form 990, Part VI, Section C, Line 19

“Three roots capital makes its organizing documents and policy statements available upon request. Financial statements are presented regularly to various internal committees and the full board. The board consists of community members.”

Filing and Contact Details

Filer

Filer Name
Three Roots Capital
EIN
62-1624472
Phone
8652201710
Address
12640 KINGSTON PIKE, KNOXVILLE, TN 37934

Signing Officer

Name
Chris Miller
Title
Treasurer/secretary
Phone
8652201710
Signed
2023-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Miller
Formed
1995
Legal Domicile
Tn
Voting Board Members
5
Independent Board Members
4
Employees
6
Volunteers
4

Preparer

Firm
Elliott Davis Llcpllc
Address
555 WALNUT STREET SUITE 300, CHATTANOOGA, TN 37402
Preparer
Eric Myers
Phone
4237567100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting fees: program service expenses 2,070. Management and general expenses 930. Fundraising expenses 0. Total expenses 3,000.”

Form 990, Part XII, Line 2C

“There has been no significant or material change from prior years.”

Financial Statement Notes

PART X, LINE 2:

“The organization is exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code and relevant state regulations. Accordingly, income tax expense is limited to activities that are deemed by the internal revenue service to be unrelated to the organization's tax exempt purpose. There were no uncertain tax positions as of december 31, 2022 and 2021.”

Raw XML AppendixShowing 400 of 512 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0141242
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0233793
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ACCESS TO CAPITAL AND BUSINESS COACHING THAT CREATE SUCCESSFUL OUTCOMES FOR CLIENTS AND PARTNERS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt07361
IRS990/AdvertisingGrp/ProgramServicesAmt016383
IRS990/AdvertisingGrp/TotalAmt023744
IRS990/AllOtherContributionsAmt01182062
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt019
IRS990/AllOtherExpensesGrp/ProgramServicesAmt041
IRS990/AllOtherExpensesGrp/TotalAmt060
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHRIS MILLER TREASURERSECRETARY
IRS990/BooksInCareOfDetail/PhoneNum08652201716
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt012640 KINGSTON PIKE
IRS990/BooksInCareOfDetail/USAddress/CityNm0KNOXVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd037934
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0109384
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0243468
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0352852
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01182062
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04956
IRS990/CYOtherExpensesAmt0675598
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02276248
IRS990/CYRevenuesLessExpensesAmt01734976
IRS990/CYSalariesCompEmpBnftPaidAmt01052692
IRS990/CYTotalExpensesAmt01728290
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03463266
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt01043391
IRS990/DeferredRevenueGrp/EOYAmt0215777
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0832
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01853
IRS990/DepreciationDepletionGrp/TotalAmt02685
IRS990/Desc0LOAN AND INVESTMENT PROGRAMS - THREE ROOTS CAPITAL MAKES LOANS AND INVESTMENTS TO QUALIFIED COMPANIES AND PROJECTS IN UNDERSERVED AND DISTRESSED AREAS OF EAST TENNESSEE AND BROADER SOUTHERN AND CENTRAL APPALACHIA. IN ADDITION TO SATISFYING UNDERWRITING REQUIREMENTS, COMPANIES AND PROJECTS MUST PROVIDE A MEASURABLE POSITIVE COMMUNITY IMPACT OR OUTCOME. THESE ACTIVITIES GENERALLY ARE FOCUSED ON JOB CREATING SMALL BUSINESS, PLACE MAKING COMMERCIAL REAL ESTATE PROJECTS, OR AFFORDABLE HOUSING.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01107484
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09875
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt021979
IRS990/FeesForServicesAccountingGrp/TotalAmt031854
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0930
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02070
IRS990/FeesForServicesOtherGrp/TotalAmt03000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt042154
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt526443
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt627665
IRS990/Form990PartVIISectionAGrp/PersonNm0GRADY VANDERHOOFVEN
IRS990/Form990PartVIISectionAGrp/PersonNm1L RAY MONCRIEF
IRS990/Form990PartVIISectionAGrp/PersonNm2FRED TOMPKINS
IRS990/Form990PartVIISectionAGrp/PersonNm3MARIANNE WANAMAKER
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID BRADSHAW
IRS990/Form990PartVIISectionAGrp/PersonNm5CHRIS MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm6DENNIS CORLEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0338825
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5160333
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6135565
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6BUSINESS DEVELOPMENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03463266
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07839
IRS990/InformationTechnologyGrp/ProgramServicesAmt017447
IRS990/InformationTechnologyGrp/TotalAmt025286
IRS990/InsuranceGrp/ManagementAndGeneralAmt026663
IRS990/InsuranceGrp/ProgramServicesAmt059347
IRS990/InsuranceGrp/TotalAmt086010
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt063672
IRS990/InvestmentIncomeGrp/ExclusionAmt04956
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04956
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0265767
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0410815
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt049523
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02687
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt049523
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0COMMUNITY DEVELOPMENT IN TENNESSEE AND APPALACHIA THROUGH ACCESS TO CAPITAL AND JOB CREATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0104068869
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0123194232
IRS990/NetAssetsOrFundBalancesBOYAmt03216572
IRS990/NetAssetsOrFundBalancesEOYAmt04951548
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03216572
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04951548
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt031440
IRS990/OccupancyGrp/ProgramServicesAmt069980
IRS990/OccupancyGrp/TotalAmt0101420
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04708
IRS990/OfficeExpensesGrp/ProgramServicesAmt010481
IRS990/OfficeExpensesGrp/TotalAmt015189
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt052466601
IRS990/OtherAssetsTotalGrp/EOYAmt058623150
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt067786
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0150878
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0218664
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc1ACCOUNT MAINTENANCE SUP
IRS990/OtherExpensesGrp/Desc2TELEPHONE EXPENSE
IRS990/OtherExpensesGrp/Desc3DUES/SUBSCRIPTION EXPEN
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17074
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21966
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31124
IRS990/OtherExpensesGrp/ProgramServicesAmt0351200
IRS990/OtherExpensesGrp/ProgramServicesAmt115745
IRS990/OtherExpensesGrp/ProgramServicesAmt24377
IRS990/OtherExpensesGrp/ProgramServicesAmt32501
IRS990/OtherExpensesGrp/TotalAmt0351200
IRS990/OtherExpensesGrp/TotalAmt122819
IRS990/OtherExpensesGrp/TotalAmt26343
IRS990/OtherExpensesGrp/TotalAmt33625
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt063672
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0113849
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0253405
IRS990/OtherSalariesAndWagesGrp/TotalAmt0367254
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt054429452
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt067235842
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt016701
IRS990/PayrollTaxesGrp/ProgramServicesAmt037172
IRS990/PayrollTaxesGrp/TotalAmt053873
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt018615
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt041434
IRS990/PensionPlanContributionsGrp/TotalAmt060049
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018645
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016673
IRS990/PrincipalOfficerNm0CHRIS MILLER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/Desc0LOAN PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02276248
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02276248
IRS990/ProgSrvcAccomActy2Grp/Desc0BUSINESS COACHING - THREE ROOTS CAPITAL PROVIDES BUSINESS COACHING TO CLIENT COMPANIES AND COMMUNITY PARTNERS THROUGH TECHNICAL ASSISTANCE, MENTORSHIP, COACHING, AND OTHER ENGAGEMENT ACTIVITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0187400
IRS990/ProgSrvcAccomActy3Grp/Desc0CAPITAL SERVICES - THREE ROOTS CAPITAL PROVIDES PROFESSIONAL SERVICES TO IMPACT-FOCUSED AND COMMUNITY DEVELOPMENT FOCUSED PRIVATE EQUITY AND VENTURE CAPITAL FUNDS. THIS ACTIVIITY INCLUDES ADMINISTRATION, BUSINESS DEVELOPMENT, COMPLIANCE, DUE DILIGENCE, PORTFOLIO MANAGEMENT, AND REPORTING.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt06507
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01166084
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01879
IRS990/PYOtherExpensesAmt0427813
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01942235
IRS990/PYRevenuesLessExpensesAmt01712656
IRS990/PYSalariesCompEmpBnftPaidAmt0969729
IRS990/PYTotalExpensesAmt01397542
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03110198
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01734976
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02276248
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01286922
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02308870
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01182062
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01166084
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0266522
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0244001
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0309778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03168447
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04956
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01879
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03463
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt010298
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt07490272
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0309
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt09971
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt014388
IRS990ScheduleA/OtherIncome170Grp/TotalAmt024668
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.85920
IRS990ScheduleA/PublicSupportPY170Pct00.84440
IRS990ScheduleA/PublicSupportTotal170Amt02752515
IRS990ScheduleA/SubstantialContributorsTotAmt0415932
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01182062
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01166084
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0266522
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0244001
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0309778
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03168447
IRS990ScheduleA/TotalSupportAmt03203413
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt035668
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt035668
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01728290
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt013855
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt013855
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt063342
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt158559808
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CONTRACTS RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESTRICTED CASH
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt063672
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03463266
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND RELEVANT STATE REGULATIONS. ACCORDINGLY, INCOME TAX EXPENSE IS LIMITED TO ACTIVITIES THAT ARE DEEMED BY THE INTERNAL REVENUE SERVICE TO BE UNRELATED TO THE ORGANIZATION'S TAX EXEMPT PURPOSE. THERE WERE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022 AND 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt058623150
IRS990ScheduleD/TotalExpensesPerForm990Amt01728290
IRS990ScheduleD/TotalLiabilityAmt063672
IRS990ScheduleD/TotalRevenuePerForm990Amt03463266
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03463266
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01728290
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd01
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0222850
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1149586
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2132893
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount0108998
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount110747
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount22672
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt024400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt112802
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt211287
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt017754
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt113641
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt216378
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt06977
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0GRADY VANDERHOOFVEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1CHRIS MILLER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2DENNIS CORLEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TREASURER/SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2BUSINESS DEVELOPMENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0380979
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1186776

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$128,659,022
Liabilities
$123,707,474
Net assets
$4,951,548
Revenue
$3,463,266
Expenses
$1,728,290
Net income
$1,734,976
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$190$181$9.46$6.84$3.92$2.91
2023Summary only. Only limited summary data is available for this year.$176$170$6.55$3.75$2.16$1.60
2022Detailed filing. Detailed filing data is available for this year.$129$124$4.95$3.46$1.73$1.73
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$108$105$3.22$3.11$1.40$1.71
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$86.9$85.4$1.50$1.86$1.24$0.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$84.0$83.1$0.89$1.67$1.35$0.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.1$65.6$0.57$0.98$0.84$0.13
2017Summary only. Only limited summary data is available for this year.$51.3$50.8$0.43$0.72$0.66$0.06
2016Summary only. Only limited summary data is available for this year.$15.5$15.1$0.38$0.08$0.88$0.96
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.23$1.34$1.63$1.76$0.13
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.25$1.47$1.64$1.94$0.30
2013Detailed filing. Detailed filing data is available for this year.$2.14$0.37$1.77$2.80$2.87$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$1.26$1.83$2.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.37$1.24$2.13$2.98
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $100M-$250M nonprofits