Civic Intelligence

Peoplefund

990 • Fiscal year 2018 • EIN 74-2814572

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 17, 2019

Organization Profilewww.peoplefund.org

View Organization Page

2921 E 17th St Bldg D No 1Austin, TX 78702

(512) 472-8087

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.69x

Higher debt load relative to assets than 82% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

94th percentile

5.08x

Higher debt load relative to revenue than 94% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

48th percentile

3.0%

Higher net margin than 48% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

31st percentile

$184,513

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

62nd percentile

5.4%

Faster asset growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

10th percentile

-20%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$41,626,102

Up $2,134,542 (+5.4%) from 2017

Net Assets

Up

$12,788,624

Up $52,664 (+0.4%) from 2017

Liabilities

Up

$28,837,478

Up $2,081,878 (+7.8%) from 2017

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin48th percentile

Revenue

Down

$5,676,882

Down $1,417,212 (-20%) from 2017

Expenses

Down

$5,506,816

Down $352,138 (-6.0%) from 2017

Net Income

Down

$170,066

Down $1,065,074 (-86%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$100M$50M$0Assets 2011: $12,943,075Liabilities 2011: $5,948,167Net Assets 2011: $6,994,9082011Assets 2012: $13,712,011Liabilities 2012: $6,540,444Net Assets 2012: $7,171,5672012Assets 2013: $14,468,411Liabilities 2013: $7,167,815Net Assets 2013: $7,300,5962013Assets 2014: $15,334,695Liabilities 2014: $7,854,275Net Assets 2014: $7,480,4202014Assets 2015: $19,812,844Liabilities 2015: $12,672,851Net Assets 2015: $7,139,9932015Assets 2016: $30,432,930Liabilities 2016: $18,832,597Net Assets 2016: $11,600,3332016Assets 2017: $39,491,560Liabilities 2017: $26,755,600Net Assets 2017: $12,735,9602017Assets 2018: $41,626,102Liabilities 2018: $28,837,478Net Assets 2018: $12,788,6242018Assets 2019: $43,786,746Liabilities 2019: $32,639,312Net Assets 2019: $11,147,4342019Assets 2020: $52,643,100Liabilities 2020: $39,008,959Net Assets 2020: $13,634,1412020Assets 2021: $66,108,373Liabilities 2021: $45,469,148Net Assets 2021: $20,639,2252021Assets 2022: $70,013,078Liabilities 2022: $49,309,435Net Assets 2022: $20,703,6432022Assets 2023: $75,269,243Liabilities 2023: $54,084,657Net Assets 2023: $21,184,5862023Assets 2024: $97,649,169Liabilities 2024: $66,630,904Net Assets 2024: $31,018,2652024

Highlighted filing

2018

Assets$41,626,102
Liabilities$28,837,478
Net Assets$12,788,624
Open 2018 Filing

Operations Trend

Revenue Growth10th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $1,748,980Expenses 2011: $1,950,138Net Income 2011: -$201,1582011Revenue 2012: $1,683,750Expenses 2012: $1,739,030Net Income 2012: -$55,2802012Revenue 2013: $2,379,064Expenses 2013: $2,250,035Net Income 2013: $129,0292013Revenue 2014: $2,714,033Expenses 2014: $2,534,209Net Income 2014: $179,8242014Revenue 2015: $2,891,136Expenses 2015: $3,231,563Net Income 2015: -$340,4272015Revenue 2016: $6,443,655Expenses 2016: $4,389,401Net Income 2016: $2,054,2542016Revenue 2017: $7,094,094Expenses 2017: $5,858,954Net Income 2017: $1,235,1402017Revenue 2018: $5,676,882Expenses 2018: $5,506,816Net Income 2018: $170,0662018Revenue 2019: $7,384,956Expenses 2019: $6,541,978Net Income 2019: $842,9782019Revenue 2020: $15,691,172Expenses 2020: $13,204,465Net Income 2020: $2,486,7072020Revenue 2021: $14,535,836Expenses 2021: $7,530,752Net Income 2021: $7,005,0842021Revenue 2022: $11,186,466Expenses 2022: $10,360,911Net Income 2022: $825,5552022Revenue 2023: $11,176,295Expenses 2023: $11,205,653Net Income 2023: -$29,3582023Revenue 2024: $23,699,129Expenses 2024: $13,869,670Net Income 2024: $9,829,4592024

Highlighted filing

2018

Revenue$5,676,882
Expenses$5,506,816
Net Income$170,066
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 17, 2019
Return Version
2018v3.1
Gross Receipts
$31,044,970
Mission and Program Overview

Mission

PeopleFund creates economic opportunity and financial stability for underserved people by providing access to capital, education, and resources to build healthy small businesses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$21,452,733$25,327,448▲ $3,874,715
Savings and Temporary Cash Investments$9,040,427$11,224,977▲ $2,184,550
Land, Buildings, and Equipment, Net$3,313,802$3,232,733▼ $81,069
Cash and Non-Interest-Bearing Accounts$3,878,698$1,276,070▼ $2,602,628
Pledges and Grants Receivable$1,459,506$424,248▼ $1,035,258
Investments Program Related$267,324$0▼ $267,324
Prepaid Expenses and Deferred Charges$54,575$118,139▲ $63,564
Total Assets$39,491,560$41,626,102▲ $2,134,542
Other Assets Total$24,495$22,487▼ $2,008
Liabilities
Unsecured Notes Loans Payable$23,885,883$25,183,098▲ $1,297,215
Mortgage Notes Payable Secured by Investment Property$2,226,203$2,986,882▲ $760,679
Accounts Payable and Accrued Expenses$570,551$592,556▲ $22,005
Other Liabilities$72,963$74,942▲ $1,979
Total Liabilities$26,755,600$28,837,478▲ $2,081,878
Net Assets / Fund Balance
Unrestricted Net Assets$12,230,778$12,309,911▲ $79,133
Temporarily Rstr Net Assets$505,182$478,713▼ $26,469
Total Net Assets Fund Balance$12,735,960$12,788,624▲ $52,664
Total Liabilities and Net Assets / Fund Balance$39,491,560$41,626,102▲ $2,134,542

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,636,415$621,489$3,257,904
Equipment$208,490$272,624$481,114
Land$379,880-$379,880
Other Land Buildings$7,948$28,177$36,125
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary LindnerPresident and CEOFT$150,397$34,116$184,513
Julia DunnCFOFT$112,600$4,480$117,080

Board Members and Trustees

NameTitle
Eugene SepulvedaBoard Chair Emeritus
Robert Franco JrChair
Yoly DavilaVice Chair
Brian A HallDirector
Cecilia CasteloDirector
Eric M BustosDirector
James Nortey IIDirector
Jeffrey BoneyDirector
Larry ConleyDirector
Mike PerrineDirector
Nina NelmsDirector
Veronica Briseno LaraDirector
Donna C NormandinSecretary
Kathy D BurrellTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
WorkhorseWeb Development3809 S 2nd St A-200, Austin, TX 78704$117,834
Scheef & Stone LLPLegal Services500 North Akard 2700, Dallas, TX 75201$115,671
Revenue and Support

Revenue Composition

Contributions and Grants
$2,649,974
Program Service Revenue
$2,870,678
Investment Income
$-29,492
Other Revenue
$185,722
All Other Contributions
$2,009,180
Change in Net Assets
$170,066

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,625,737
Revenue Not Reported on Financial Statements
$51,145
Revenue Not Reported on Form 990
$32,923
Total Revenue per Audited Statements
$5,658,660
Total Revenue per Form 990
$5,676,882
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,769,984
Other Expenses$2,736,832
Total Fundraising Expense$149,799
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,107,905$272,787$99,195$2,479,887
Interest$582,831--$582,831
Office Expenses$276,073$35,727$12,992$324,792
Current Officers, Directors, Trustees, and Key Employees$246,582$31,911$11,604$290,097
Depreciation Depletion$127,588$16,511$6,004$150,103
Fees for Services Legal$133,828--$133,828
Information Technology$98,921$12,801$4,655$116,377
Travel$95,444$12,352$4,491$112,287
Insurance$64,209$8,309$3,022$75,540
Advertising$44,790$3,727$1,355$49,872
Fees for Services Other$44,995$1,177$428$46,600
Fees for Services Accounting$38,169$4,939$1,796$44,904
Other Expenses$73,074$24,911$818$25,729
Total Functional Expenses$4,922,408$434,609$149,799$5,506,816

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,535,989
Expenses per Audited Statements$5,506,816
Total Expenses per Form 990$5,506,816
Expenses Not Reported on Form 990$29,173
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$11,173
Fundraising Gross Income$7,872
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
East Night$19,372$7,872$2,511$5,361
Total Events$19,372$7,872$11,173$-3,301
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unclaimed SDDF Shares$56,719
Secondary Market Discount$11,591
Security Deposits$5,905
Amortized Accrued Interest$727
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“PeopleFund CFO reviews and finalizes the Form 990 with input from the CEO. The CEO presents the 990 to the Board for review.”

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

“PeopleFund provides the conflict of interest statement to all board members and staff in their respective orientation. PeopleFund provides new board members and staff training on the conflict of interest policy during orientation.”

Form 990, Part VI, Section B, line 15A

“Compensation for the Executive Director is determined by the Executive Committee using comparability data from similar size non-profits in the area. The decision and approval of compensation is documented and maintained in the employee file.”

Form 990, Part VI, Section C, line 19

“The organization makes available organizing documents to the public, upon request.”

Filing and Contact Details

Filer

Filer Name
PeopleFund
EIN
74-2814572
Phone
5124728087
Address
2921 E 17th St Bldg D No 1, Austin, TX 78702

Signing Officer

Name
Gary Lindner
Title
President and CEO
Phone
5124728087
Signed
2019-07-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Lindner
Formed
1994
Legal Domicile
TX
Voting Board Members
14
Independent Board Members
14
Employees
56
Volunteers
172

Preparer

Firm
Pmb Helin Donovan Llp
Address
12301 Research Blvd Bldg 5 160, Austin, TX 78759
Preparer
Kelly Logan
Phone
5122589670
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Reimbursement for reserve cash -70,007.”

Financial Statement Notes

Part X, Line 2:

“PeopleFund is a nonprofit organization exempt from federal income taxes under IRS Code Section 501(c)(3). Therefore, no provision has been made for Federal income taxes in the accompanying financial statements. PeopleFund, as the exempt owner of PeopleFund NMTC, LLC and PeopleFund Advisors, LLC has elected to treat these entities as disregarded as such the operations and finances of these entities is treated as PeopleFund's for tax and information reporting purposes. PeopleFund believes the activities of PeopleFund NMTC, LLC are aligned with PeopleFund's mission, so no tax would be due on any earnings. The Organization's management has analyzed the tax positions taken by PeopleFund, and has concluded that as of December 31, 2018 and 2017, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. PeopleFund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Company's management believes it is generally no longer subject to tax examinations relating to federal and state tax returns for three years after filing the returns.”

Part XI, Line 2D - Other Adjustments:

“Reclass for Fundraising Expenses 11,173.”

Part XII, Line 2D - Other Adjustments:

“Reclass for Fundraising Expenses 11,173.”

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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/PersonNm0Robert Franco Jr
IRS990/Form990PartVIISectionAGrp/PersonNm1Eugene Sepulveda
IRS990/Form990PartVIISectionAGrp/PersonNm2Yoly Davila
IRS990/Form990PartVIISectionAGrp/PersonNm3Kathy D Burrell
IRS990/Form990PartVIISectionAGrp/PersonNm4Donna C Normandin
IRS990/Form990PartVIISectionAGrp/PersonNm5Brian A Hall
IRS990/Form990PartVIISectionAGrp/PersonNm6Cecilia Castelo
IRS990/Form990PartVIISectionAGrp/PersonNm7Eric M Bustos
IRS990/Form990PartVIISectionAGrp/PersonNm8James Nortey II
IRS990/Form990PartVIISectionAGrp/PersonNm9Jeffrey Boney
IRS990/Form990PartVIISectionAGrp/PersonNm10Larry Conley
IRS990/Form990PartVIISectionAGrp/PersonNm11Mike Perrine
IRS990/Form990PartVIISectionAGrp/PersonNm12Nina Nelms
IRS990/Form990PartVIISectionAGrp/PersonNm13Veronica Briseno Lara
IRS990/Form990PartVIISectionAGrp/PersonNm14Gary Lindner
IRS990/Form990PartVIISectionAGrp/PersonNm15Julia Dunn
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14177497
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15112600
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Chair Emeritus
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14President and CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt15CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt011500
IRS990/FundraisingDirectExpensesAmt011173
IRS990/FundraisingGrossIncomeAmt07872
IRS990/GainOrLossGrp/OtherAmt078345
IRS990/GainOrLossGrp/SecuritiesAmt0-339501
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt0629294
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0345806
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt024749953
IRS990/GrossReceiptsAmt031044970
IRS990/GrossRentsGrp/RealAmt084550
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04655
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt012801
IRS990/InformationTechnologyGrp/ProgramServicesAmt098921
IRS990/InformationTechnologyGrp/TotalAmt0116377
IRS990/InsuranceGrp/FundraisingAmt03022
IRS990/InsuranceGrp/ManagementAndGeneralAmt08309
IRS990/InsuranceGrp/ProgramServicesAmt064209
IRS990/InsuranceGrp/TotalAmt075540
IRS990/InterestGrp/ProgramServicesAmt0582831
IRS990/InterestGrp/TotalAmt0582831
IRS990/InvestmentExpenseAmt0-51145
IRS990/InvestmentIncomeGrp/ExclusionAmt0231664
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0231664
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0267324
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/IRPDocumentCnt030
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0922290
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03313802
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03232733
IRS990/LandBldgEquipCostOrOtherBssAmt04155023
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0267461
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt025089454
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PeopleFund creates economic opportunity and financial stability for underserved people by providing access to capital, education, and resources to build healthy small businesses.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02226203
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02986882
IRS990/NetAssetsOrFundBalancesBOYAmt012735960
IRS990/NetAssetsOrFundBalancesEOYAmt012788624
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-261156
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-261156
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-3301
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-3301
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt084550
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt084550
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt012992
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt035727
IRS990/OfficeExpensesGrp/ProgramServicesAmt0276073
IRS990/OfficeExpensesGrp/TotalAmt0324792
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt024495
IRS990/OtherAssetsTotalGrp/EOYAmt022487
IRS990/OtherChangesInNetAssetsAmt0-70007
IRS990/OtherExpensesGrp/Desc0Bad Debt
IRS990/OtherExpensesGrp/Desc1Lending Costs
IRS990/OtherExpensesGrp/Desc2Property Taxes
IRS990/OtherExpensesGrp/Desc3Other Costs
IRS990/OtherExpensesGrp/FundraisingAmt03439
IRS990/OtherExpensesGrp/FundraisingAmt1818
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09457
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt124911
IRS990/OtherExpensesGrp/ProgramServicesAmt0705718
IRS990/OtherExpensesGrp/ProgramServicesAmt1282281
IRS990/OtherExpensesGrp/ProgramServicesAmt273074
IRS990/OtherExpensesGrp/TotalAmt0705718
IRS990/OtherExpensesGrp/TotalAmt1282281
IRS990/OtherExpensesGrp/TotalAmt285970
IRS990/OtherExpensesGrp/TotalAmt325729
IRS990/OtherLiabilitiesGrp/BOYAmt072963
IRS990/OtherLiabilitiesGrp/EOYAmt074942
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Other Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0104473
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0104473
IRS990/OtherRevenueTotalAmt0104473
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt099195
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0272787
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02107905
IRS990/OtherSalariesAndWagesGrp/TotalAmt02479887
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt021452733
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt025327448
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01459506
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0424248
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt054575
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0118139
IRS990/PrincipalOfficerNm0Gary Lindner
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0Small Business Lending Program
IRS990/ProgramServiceRevenueGrp/Desc1Bad Debt Recovery
IRS990/ProgramServiceRevenueGrp/Desc2NMTC Program
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02023271
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1429515
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2417892
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02023271
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1429515
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2417892
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03772592
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0267991
IRS990/PYOtherExpensesAmt03209160
IRS990/PYOtherRevenueAmt056975
IRS990/PYProgramServiceRevenueAmt02996536
IRS990/PYRevenuesLessExpensesAmt01235140
IRS990/PYSalariesCompEmpBnftPaidAmt02649794
IRS990/PYTotalExpensesAmt05858954
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07094094
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0170066
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt084550
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02870678
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09040427
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011224977
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02657846
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03782448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04352011
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01501826
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01588224
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013882355
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0316214
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0278261
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0195255
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt081072
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt084961
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0955763
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt07738727
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0104473

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,626,102
Liabilities
$28,837,478
Net assets
$12,788,624
Revenue
$5,676,882
Expenses
$5,506,816
Net income
$170,066
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$97.6$66.6$31.0$23.7$13.9$9.83
2023Summary only. Only limited summary data is available for this year.$75.3$54.1$21.2$11.2$11.2$0.03
2022Summary only. Only limited summary data is available for this year.$70.0$49.3$20.7$11.2$10.4$0.83
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.1$45.5$20.6$14.5$7.53$7.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.6$39.0$13.6$15.7$13.2$2.49
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.8$32.6$11.1$7.38$6.54$0.84
2018Detailed filing. Detailed filing data is available for this year.$41.6$28.8$12.8$5.68$5.51$0.17
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.5$26.8$12.7$7.09$5.86$1.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.4$18.8$11.6$6.44$4.39$2.05
2015Detailed filing. Detailed filing data is available for this year.$19.8$12.7$7.14$2.89$3.23$0.34
2014Summary only. Only limited summary data is available for this year.$15.3$7.85$7.48$2.71$2.53$0.18
2013Detailed filing. Detailed filing data is available for this year.$14.5$7.17$7.30$2.38$2.25$0.13
2012Summary only. Only limited summary data is available for this year.$13.7$6.54$7.17$1.68$1.74$0.06
2011Summary only. Only limited summary data is available for this year.$12.9$5.95$6.99$1.75$1.95$0.20