Civic Intelligence

Pacific Community Ventures Inc

990 • Fiscal year 2016 • EIN 77-0485877

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 31, 2017

Organization Profilewww.pacificcommunityventures.org

View Organization Page

51 Federal Street No 100San Francisco, CA 94107

(415) 442-4300

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.31x

Higher debt load relative to assets than 63% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.92x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

17th percentile

-14%

Higher net margin than 17% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

82nd percentile

$234,138

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

43rd percentile

0.1%

Faster asset growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-28%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$7,232,072

Up $3,611 (+0.0%) from 2015

Net Assets

Down

$4,957,732

Down $349,735 (-6.6%) from 2015

Liabilities

Up

$2,274,340

Up $353,346 (+18%) from 2015

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin17th percentile

Revenue

Down

$2,462,419

Down $964,346 (-28%) from 2015

Expenses

Up

$2,815,678

Up $97,940 (+3.6%) from 2015

Net Income

Down

-$353,259

Down $1,062,286 (-150%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$60M$40M$20M$0Assets 2011: $5,064,516Liabilities 2011: $694,091Net Assets 2011: $4,370,4252011Assets 2012: $5,819,773Liabilities 2012: $1,071,644Net Assets 2012: $4,748,1292012Assets 2013: $6,810,734Liabilities 2013: $2,087,419Net Assets 2013: $4,723,3152013Assets 2014: $6,582,907Liabilities 2014: $1,982,591Net Assets 2014: $4,600,3162014Assets 2015: $7,228,461Liabilities 2015: $1,920,994Net Assets 2015: $5,307,4672015Assets 2016: $7,232,072Liabilities 2016: $2,274,340Net Assets 2016: $4,957,7322016Assets 2017: $8,080,343Liabilities 2017: $2,959,612Net Assets 2017: $5,120,7312017Assets 2018: $9,778,413Liabilities 2018: $4,585,041Net Assets 2018: $5,193,3722018Assets 2019: $11,846,406Liabilities 2019: $6,340,087Net Assets 2019: $5,506,3192019Assets 2020: $14,304,604Liabilities 2020: $7,500,222Net Assets 2020: $6,804,3822020Assets 2021: $20,029,825Liabilities 2021: $9,941,814Net Assets 2021: $10,088,0112021Assets 2022: $27,379,971Liabilities 2022: $15,939,379Net Assets 2022: $11,440,5922022Assets 2023: $32,014,630Liabilities 2023: $19,096,859Net Assets 2023: $12,917,7712023Assets 2024: $44,588,315Liabilities 2024: $25,798,579Net Assets 2024: $18,789,7362024

Highlighted filing

2016

Assets$7,232,072
Liabilities$2,274,340
Net Assets$4,957,732
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $2,498,428Expenses 2011: $2,195,917Net Income 2011: $302,5112011Revenue 2012: $3,276,086Expenses 2012: $2,850,813Net Income 2012: $425,2732012Revenue 2013: $3,170,301Expenses 2013: $3,132,943Net Income 2013: $37,3582013Revenue 2014: $2,996,919Expenses 2014: $3,115,457Net Income 2014: -$118,5382014Revenue 2015: $3,426,765Expenses 2015: $2,717,738Net Income 2015: $709,0272015Revenue 2016: $2,462,419Expenses 2016: $2,815,678Net Income 2016: -$353,2592016Revenue 2017: $3,571,339Expenses 2017: $3,392,323Net Income 2017: $179,0162017Revenue 2018: $3,140,861Expenses 2018: $3,070,237Net Income 2018: $70,6242018Revenue 2019: $3,303,191Expenses 2019: $3,399,729Net Income 2019: -$96,5382019Revenue 2020: $5,106,512Expenses 2020: $3,801,013Net Income 2020: $1,305,4992020Revenue 2021: $8,516,576Expenses 2021: $5,236,321Net Income 2021: $3,280,2552021Revenue 2022: $7,307,523Expenses 2022: $5,883,938Net Income 2022: $1,423,5852022Revenue 2023: $7,734,075Expenses 2023: $6,411,162Net Income 2023: $1,322,9132023Revenue 2024: $13,001,442Expenses 2024: $7,015,888Net Income 2024: $5,985,5542024

Highlighted filing

2016

Revenue$2,462,419
Expenses$2,815,678
Net Income-$353,259
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 31, 2017
Return Version
2016v3.0
Gross Receipts
$2,518,964
Mission and Program Overview

Mission

Pacific Community Ventures' mission is to create jobs and economic opportunity in lower-income communities through the direct support of small businesses, as well as by advocating for systemic change to increase investment in these vulnerable communities.

Pacific Community Ventures engages small businesses, impact investors, and policymakers to build an economy that works for everyone. We do this by empowering small business owners with working capital, free advice and mentorship, and access to the networks they need to grow their companies. Our programs strengthen local economies, create good jobs for working people, and stimulate private and public investment in underserved communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,437,830$2,786,621▲ $348,791
Cash and Non-Interest-Bearing Accounts$1,423,260$1,107,791▼ $315,469
Investments Other Securities$207,556$219,497▲ $11,941
Accounts Receivable$323,820$153,820▼ $170,000
Savings and Temporary Cash Investments$1,610,898$150,563▼ $1,460,335
Prepaid Expenses and Deferred Charges$25,436$17,847▼ $7,589
Pledges and Grants Receivable$1,870$10,620▲ $8,750
Land, Buildings, and Equipment, Net$11,384$4,245▼ $7,139
Total Assets$7,228,461$7,232,072▲ $3,611
Other Assets Total$1,186,407$2,781,068▲ $1,594,661
Liabilities
Other Liabilities$1,017,798$1,402,236▲ $384,438
Escrow Account Liability$572,666$572,666→ $0
Accounts Payable and Accrued Expenses$330,530$284,438▼ $46,092
Deferred Revenue-$15,000-
Total Liabilities$1,920,994$2,274,340▲ $353,346
Net Assets / Fund Balance
Unrestricted Net Assets$4,568,872$4,689,991▲ $121,119
Temporarily Rstr Net Assets$738,595$267,741▼ $470,854
Total Net Assets Fund Balance$5,307,467$4,957,732▼ $349,735
Total Liabilities and Net Assets / Fund Balance$7,228,461$7,232,072▲ $3,611

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,245$17,173$21,418
Other Assets Org$2,757,910--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary Jo CookExecutive DirectorFT$200,000$34,138$234,138
Robert PorterManaging Director, BA & SAILFT$153,000$50,900$203,900
Carolyn ClarkeCFO/COOFT$124,988$36,541$161,529
Justin FierManging Director, InsightFT$107,083$17,665$124,748

Board Members and Trustees

NameTitle
Ralph ClarkBoard Chair
Chris AndersenBoard Member
Judith GoldkrandBoard Member
Kellie McElhaneyBoard Member
Michael ChodosBoard Member
Sanjay DattaBoard Member
Steve AplfelbergBoard Member
Teresa PahlBoard Member
Kelly GraziadeiBoard Member/Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,213,882
Program Service Revenue
$693,273
Investment Income
$600,544
Other Revenue
$-45,280
All Other Contributions
$1,016,772
Change in Net Assets
$-353,259
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,958,576
Other Expenses$857,102
Total Fundraising Expense$147,323
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,086,979$58,591$32,623$1,178,193
Current Officers, Directors, Trustees, and Key Employees$221,247$115,885$58,535$395,667
Other Employee Benefits$230,460$22,317$12,756$265,533
Fees for Services Other$172,702$7,838$14,642$195,182
Occupancy$121,328$595$442$122,365
Payroll Taxes$85,717$10,846$5,742$102,305
Information Technology$81,032$2,822$2,098$85,952
Fees for Services Accounting$48,648$4,822$3,586$57,056
Travel$37,884$1,460$1,133$40,477
Interest$23,167--$23,167
Insurance$17,340$2,834$2,108$22,282
Advertising$12,886$236$7,526$20,648
Pension Plan Contributions$16,612-$266$16,878
Fees for Service Investment Mgmnt Fees$12,402$2,049$1,524$15,975
Other Expenses$14,067$189$0$14,256
Office Expenses$5,671$941$658$7,270
Conferences and Meetings$2,491$46$34$2,571
Total Functional Expenses$2,407,928$260,427$147,323$2,815,678
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$56,545
Fundraising Gross Income$7,665
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Event$159,775$7,665$27,666$-20,001
Total Events$159,775$7,665$56,545$-48,880
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
note payable$902,236
Line of Credit$500,000
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
Yes
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

“Form 990 is prepared by an outside firm of tax professionals. The draft form is then reviewed by the Organization's Finance Director, CFO, Audit Committee Chair, and the Executive Director. After discussion with this group of individuals, the Finance Director then discusses the contents of the return with the outside tax professionals. After a full review (with modifications where necessary), the final version of the tax return is authorized by the CFO and the Executive Director.”

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

“All officers, directors and key employees are required to annually attest that they are in conformance with the conflict of interest policy.”

Form 990, Part VI, Section B, line 15

“The compensation of the organization's officers and key employees is reviewed and approved by a duly authorized compensation committee, which is a committee of the board of directors. This committee utilizes a review of other organizations' forms 990 filings, annual performance evaluations for all affected staff, and achievement of overall organizational goals.”

Form 990, Part VI, Section C, line 19

“Articles of Incorporation, Corporate Bylaws, Internal Policies (such as Conflict of Interest, Whistleblower, etc.), and Audited Financial Statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Pacific Community Ventures Inc
EIN
77-0485877
Phone
4154424300
Address
51 Federal Street No 100, San Francisco, CA 94107

Signing Officer

Name
Mary Jo Cook
Title
President & CEO
Phone
4154424300
Signed
2017-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Jo Cook
Formed
1998
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
22
Volunteers
9

Preparer

Firm
Bpm Llp
Address
60 South Market Street Suite 800, San Jose, CA 95113
Preparer
Michael Stephen Schaffer
Phone
4089616300
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process for oversight and selection of the Committee which oversees the audit has not changed from the prior year.”

Financial Statement Notes

Part IV, Line 2B:

“The ORGANIZATION MAINTAINS AN ESCROW ACCOUNT WITH THE HERON FOUNDATION. THE HERON FOUNDATION IS A NON-MANAGING MEMBER OF PACIFIC COMMUNITY VENTURES INVESTMENT PARTNERS III, LLC. THE ORGANIZATION IS AUTHORIZED BY THE TERMS OF THE ESCROW AGREEMENT TO FUND CAPITAL CALLS DUE FROM THE HERON FOUNDATION WITH THE ESCROW BALANCE. THE ORGANIZATION RECEIVES ANY INTEREST INCOME FROM THE ESCROW ACCOUNT IN THE FORM OF A CONTRIBUTION FROM THE HERON FOUNDATION.”

Raw XML AppendixShowing 400 of 692 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/MissionDesc0Pacific Community Ventures' mission is to create jobs and economic opportunity in lower-income communities through the direct support of small businesses, as well as by advocating for systemic change to increase investment in these vulnerable communities.
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IRS990/OtherExpensesGrp/Desc2Evaluations & Publicati
IRS990/OtherExpensesGrp/Desc3Events & Workshops
IRS990/OtherExpensesGrp/FundraisingAmt02601
IRS990/OtherExpensesGrp/FundraisingAmt11049
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt025350
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12196
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21410
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IRS990/OtherExpensesGrp/TotalAmt159363
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05742
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010846
IRS990/PayrollTaxesGrp/ProgramServicesAmt085717
IRS990/PayrollTaxesGrp/TotalAmt0102305
IRS990/PensionPlanContributionsGrp/FundraisingAmt0266
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt016612
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025436
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017847
IRS990/PrincipalOfficerNm0Mary Jo Cook
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt118000
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IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDES SMALL, UNDERCAPITALIZED BUSINESSES IN LOW/MODERATE INCOME COMMUNITIES WITH KEY RESOURCES AND INSIGHTS. THIS BUSINESS ADVISORY SERVICE ALLOWS THESE BUSINESSES TO GROW AND WEATHER CHALLENGES, WHICH CONTRIBUTES TO EMPLOYMENT IN LOW/MODERATE INCOME COMMUNITIES, AND GREATER ECONOMIC VITALITY IN THOSE COMMUNITIES.
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IRS990/ProgSrvcAccomActy3Grp/Desc0SMALL BUSINESS ADVISING INTEGRATED LENDING LOAN FUND (SAIL FUND) PROVIDES DEBT CAPITAL AND RESOURCES TO HIGH GROWTH BAY AREA BUSINESSES THAT CREATE JOBS AND OPPORTUNITIES IN LOWER INCOME COMMUNITIES.
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,232,072
Liabilities
$2,274,340
Net assets
$4,957,732
Revenue
$2,462,419
Expenses
$2,815,678
Net income
-$353,259
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.6$25.8$18.8$13.0$7.02$5.99
2023Summary only. Only limited summary data is available for this year.$32.0$19.1$12.9$7.73$6.41$1.32
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.4$15.9$11.4$7.31$5.88$1.42
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.0$9.94$10.1$8.52$5.24$3.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$7.50$6.80$5.11$3.80$1.31
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$6.34$5.51$3.30$3.40$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.78$4.59$5.19$3.14$3.07$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.08$2.96$5.12$3.57$3.39$0.18
2016Detailed filing. Detailed filing data is available for this year.$7.23$2.27$4.96$2.46$2.82$0.35
2015Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.23$1.92$5.31$3.43$2.72$0.71
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.58$1.98$4.60$3.00$3.12$0.12
2013Detailed filing. Detailed filing data is available for this year.$6.81$2.09$4.72$3.17$3.13$0.04
2012Summary only. Only limited summary data is available for this year.$5.82$1.07$4.75$3.28$2.85$0.43
2011Summary only. Only limited summary data is available for this year.$5.06$0.69$4.37$2.50$2.20$0.30