Civic Intelligence

Pacific Community Ventures Inc

990 • Fiscal year 2017 • EIN 77-0485877

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 09, 2018

Organization ProfileWWW.PACIFICCOMMUNITYVENTURES.ORG

View Organization Page

1700 Broadway No 300Oakland, CA 94612-2116

(415) 442-4300

Siviq Scores

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

Liabilities / Assets

68th percentile

0.37x

Higher debt load relative to assets than 68% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.83x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

57th percentile

5.0%

Higher net margin than 57% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$243,557

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

45%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$8,080,343

Up $848,271 (+12%) from 2016

Net Assets

Up

$5,120,731

Up $162,999 (+3.3%) from 2016

Liabilities

Up

$2,959,612

Up $685,272 (+30%) from 2016

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin57th percentile

Revenue

Up

$3,571,339

Up $1,108,920 (+45%) from 2016

Expenses

Up

$3,392,323

Up $576,645 (+20%) from 2016

Net Income

Up

$179,016

Up $532,275 (+151%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2017

Assets$8,080,343
Liabilities$2,959,612
Net Assets$5,120,731
Open 2017 Filing

Operations Trend

Revenue Growth86th 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

2017

Revenue$3,571,339
Expenses$3,392,323
Net Income$179,016
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$3,571,339
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.

To create jobs and economic opportunity in lower-income communities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,786,621$2,296,218▼ $490,403
Cash and Non-Interest-Bearing Accounts$1,107,791$1,157,608▲ $49,817
Pledges and Grants Receivable$10,620$1,111,120▲ $1,100,500
Savings and Temporary Cash Investments$150,563$320,718▲ $170,155
Accounts Receivable$153,820$185,031▲ $31,211
Prepaid Expenses and Deferred Charges$17,847$18,463▲ $616
Land, Buildings, and Equipment, Net$4,245$136▼ $4,109
Investments Other Securities$219,497$-44,215▼ $263,712
Total Assets$7,232,072$8,080,343▲ $848,271
Other Assets Total$2,781,068$3,035,264▲ $254,196
Liabilities
Other Liabilities$1,402,236$2,001,835▲ $599,599
Unsecured Notes Loans Payable$502,500$502,500→ $0
Accounts Payable and Accrued Expenses$284,438$392,774▲ $108,336
Escrow Account Liability$70,166$62,503▼ $7,663
Deferred Revenue$15,000$0▼ $15,000
Total Liabilities$2,274,340$2,959,612▲ $685,272
Net Assets / Fund Balance
Unrestricted Net Assets$4,689,991$5,120,731▲ $430,740
Temporarily Rstr Net Assets$267,741$0▼ $267,741
Total Net Assets Fund Balance$4,957,732$5,120,731▲ $162,999
Total Liabilities and Net Assets / Fund Balance$7,232,072$8,080,343▲ $848,271

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$136$21,282$21,418
Other Assets Org$3,012,588--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary Jo CookExecutive DirectorFT$204,777$38,780$243,557
Justin FierManging Director, InsightFT$167,962$31,370$199,332
Robert PorterManaging Director, Ba & SaFT$139,174$55,166$194,340
Carolyn ClarkeCFO/COOFT$145,994$18,955$164,949

Board Members and Trustees

NameTitle
Chris AndersonBoard Chair
Cindy KaczmarekBoard Member
Judith GoldkrandBoard Member
Kellie McelhaneyBoard Member
Monica EdwardsBoard Member
Ralph ClarkBoard Member
Sanjay DattaBoard Member
Steve AplfelbergBoard Member
Teresa PahlBoard Member
Kelly GraziadeiBoard Member/secretary
Michael ChodosBoard Member/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,477,129
Program Service Revenue
$1,037,712
Investment Income
$51,647
Other Revenue
$4,851
All Other Contributions
$2,049,129
Change in Net Assets
$179,016
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,202,121
Other Expenses$1,190,202
Total Fundraising Expense$279,377
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,157,104$107,529$132,759$1,397,392
Current Officers, Directors, Trustees, and Key Employees$228,609$119,008$60,889$408,506
Fees for Services Other$281,796$7,676$15,028$304,500
Other Employee Benefits$187,133$28,675$23,567$239,375
Occupancy$134,132$14,707$10,936$159,775
Payroll Taxes$108,948$17,613$15,032$141,593
Information Technology$120,154$8,324$6,190$134,668
Office Expenses$59,574$4,291$3,445$67,310
Travel$52,663$1,414$1,196$55,273
Fees for Services Accounting$45,607$4,587$3,411$53,605
Interest$39,796--$39,796
Advertising$26,867$20$15$26,902
Insurance$19,167$3,009$2,237$24,413
Pension Plan Contributions$12,616$1,095$1,544$15,255
Fees for Service Investment Mgmnt Fees$10,793$1,711$1,272$13,776
Other Expenses$6,650$564$419$7,633
Fees for Services Legal$4,644$467$347$5,458
Conferences and Meetings$1,945--$1,945
Total Functional Expenses$2,790,791$322,155$279,377$3,392,323
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
Note Payable$1,501,835
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' form 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
1700 BROADWAY NO 300, OAKLAND, CA 94612-2116

Signing Officer

Name
Mary Jo Cook
Title
President & CEO
Phone
4154424300
Signed
2018-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Jo Cook
Formed
1998
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
10
Employees
22
Volunteers
0

Preparer

Firm
Bpm Llp
Address
10 ALMADEN BOULEVARD SUITE 1000, SAN JOSE, CA 95113-2238
Preparer
Michael Stephen Schaffer
Phone
4089616300
Supplemental Narrative

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 694 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/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO/COO
IRS990/Form990PartVIISectionAGrp/TitleTxt13MANAGING DIRECTOR, BA & SA
IRS990/Form990PartVIISectionAGrp/TitleTxt14MANGING DIRECTOR, INSIGHT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt08050
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt0428000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt08050
IRS990/GrossReceiptsAmt03571339
IRS990/GrossRentsGrp/RealAmt03600
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt06190
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt08324
IRS990/InformationTechnologyGrp/ProgramServicesAmt0120154
IRS990/InformationTechnologyGrp/TotalAmt0134668
IRS990/InsuranceGrp/FundraisingAmt02237
IRS990/InsuranceGrp/ManagementAndGeneralAmt03009
IRS990/InsuranceGrp/ProgramServicesAmt019167
IRS990/InsuranceGrp/TotalAmt024413
IRS990/InterestGrp/ProgramServicesAmt039796
IRS990/InterestGrp/TotalAmt039796
IRS990/InvestmentIncomeGrp/ExclusionAmt043597
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt043597
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0219497
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0-44215
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02786621
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02296218
IRS990/IRPDocumentCnt023
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt021282
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04245
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0136
IRS990/LandBldgEquipCostOrOtherBssAmt021418
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TOO MANY PEOPLE STRUGGLE TO MAKE ENDS MEET BECAUSE THEY HAVEN'T BEEN GIVEN A FAIR SHAKE. AT PACIFIC COMMUNITY VENTURES, WE BELIEVE THAT BY INVESTING IN SMALL BUSINESSES, CREATING GOOD JOBS FOR WORKING PEOPLE, AND MAKING MARKETS WORK FOR SOCIAL GOOD, WE CAN CREATE A WORLD WHERE ALL PEOPLE LIVE IN THRIVING COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04957732
IRS990/NetAssetsOrFundBalancesEOYAmt05120731
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt08050
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08050
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt03600
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt03600
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-16017
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt010936
IRS990/OccupancyGrp/ManagementAndGeneralAmt014707
IRS990/OccupancyGrp/ProgramServicesAmt0134132
IRS990/OccupancyGrp/TotalAmt0159775
IRS990/OfficeExpensesGrp/FundraisingAmt03445
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04291
IRS990/OfficeExpensesGrp/ProgramServicesAmt059574
IRS990/OfficeExpensesGrp/TotalAmt067310
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02781068
IRS990/OtherAssetsTotalGrp/EOYAmt03035264
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt023567
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt028675
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0187133
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0239375
IRS990/OtherExpensesGrp/Desc0LOAN LOSSES EXPENSE
IRS990/OtherExpensesGrp/Desc1EVALUATIONS & PUBLICATI
IRS990/OtherExpensesGrp/Desc2EVENTS & WORKSHOPS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0993
IRS990/OtherExpensesGrp/FundraisingAmt197
IRS990/OtherExpensesGrp/FundraisingAmt2419
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01335
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1130
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2564
IRS990/OtherExpensesGrp/ProgramServicesAmt0246292
IRS990/OtherExpensesGrp/ProgramServicesAmt123224
IRS990/OtherExpensesGrp/ProgramServicesAmt223077
IRS990/OtherExpensesGrp/ProgramServicesAmt36650
IRS990/OtherExpensesGrp/TotalAmt0246292
IRS990/OtherExpensesGrp/TotalAmt125552
IRS990/OtherExpensesGrp/TotalAmt223304
IRS990/OtherExpensesGrp/TotalAmt37633
IRS990/OtherLiabilitiesGrp/BOYAmt01402236
IRS990/OtherLiabilitiesGrp/EOYAmt02001835
IRS990/OtherRevenueMiscGrp/BusinessCd0541610
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01251
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01251
IRS990/OtherRevenueTotalAmt01251
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0132759
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0107529
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01157104
IRS990/OtherSalariesAndWagesGrp/TotalAmt01397392
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt015032
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017613
IRS990/PayrollTaxesGrp/ProgramServicesAmt0108948
IRS990/PayrollTaxesGrp/TotalAmt0141593
IRS990/PensionPlanContributionsGrp/FundraisingAmt01544
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01095
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt012616
IRS990/PensionPlanContributionsGrp/TotalAmt015255
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt010620
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01111120
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017847
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018463
IRS990/PrincipalOfficerNm0MARY JO COOK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/BusinessCd1541610
IRS990/ProgramServiceRevenueGrp/BusinessCd2541610
IRS990/ProgramServiceRevenueGrp/Desc0INSIGHT/IMPACT/OTHER
IRS990/ProgramServiceRevenueGrp/Desc1SAIL
IRS990/ProgramServiceRevenueGrp/Desc2BA.ORG
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0702187
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1280095
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt255430
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0702187
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1280095
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt255430
IRS990/ProgSrvcAccomActy2Grp/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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0898736
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0229962
IRS990/ProgSrvcAccomActy3Grp/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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0775741
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt055430
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ALL OTHER ACTIVITIES.
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt051384
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01213882
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0600544
IRS990/PYOtherExpensesAmt0857102
IRS990/PYOtherRevenueAmt0-45280
IRS990/PYProgramServiceRevenueAmt0693273
IRS990/PYRevenuesLessExpensesAmt0-353259
IRS990/PYSalariesCompEmpBnftPaidAmt01958576
IRS990/PYTotalExpensesAmt02815678
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02462419
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0179016
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt03600
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0702187
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0150563
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0320718
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02477129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01213882
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0711295
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02143894
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02343638
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08889838
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt097330
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0228880
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0120239
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0116912
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0124822
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0688183
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03920028
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt016912
IRS990ScheduleA/OtherIncome170Grp/TotalAmt016912
IRS990ScheduleA/PublicOrganization170Ind0X

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,080,343
Liabilities
$2,959,612
Net assets
$5,120,731
Revenue
$3,571,339
Expenses
$3,392,323
Net income
$179,016
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
2017Detailed filing. Detailed filing data is available for this year.$8.08$2.96$5.12$3.57$3.39$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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