Civic Intelligence

Pacific Community Ventures Inc

990 • Fiscal year 2018 • EIN 77-0485877

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 02, 2019

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

74th percentile

0.47x

Higher debt load relative to assets than 74% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

85th percentile

1.46x

Higher debt load relative to revenue than 85% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

48th percentile

2.2%

Higher net margin than 48% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

86th percentile

$275,343

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

84th percentile

21%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

18th percentile

-12%

Faster revenue growth than 18% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$9,778,413

Up $1,698,070 (+21%) from 2017

Net Assets

Up

$5,193,372

Up $72,641 (+1.4%) from 2017

Liabilities

Up

$4,585,041

Up $1,625,429 (+55%) from 2017

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin48th percentile

Revenue

Down

$3,140,861

Down $430,478 (-12%) from 2017

Expenses

Down

$3,070,237

Down $322,086 (-9.5%) from 2017

Net Income

Down

$70,624

Down $108,392 (-61%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2018

Assets$9,778,413
Liabilities$4,585,041
Net Assets$5,193,372
Open 2018 Filing

Operations Trend

Revenue Growth18th 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

2018

Revenue$3,140,861
Expenses$3,070,237
Net Income$70,624
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 2, 2019
Return Version
2018v3.1
Gross Receipts
$3,140,861
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$2,296,218$3,453,782▲ $1,157,564
Savings and Temporary Cash Investments$320,718$1,007,063▲ $686,345
Cash and Non-Interest-Bearing Accounts$1,157,608$456,107▼ $701,501
Accounts Receivable$185,031$365,635▲ $180,604
Land, Buildings, and Equipment, Net$136$55,869▲ $55,733
Pledges and Grants Receivable$1,111,120$25,770▼ $1,085,350
Prepaid Expenses and Deferred Charges$18,463$22,744▲ $4,281
Investments Other Securities$-44,215$-54,843▼ $10,628
Total Assets$8,080,343$9,778,413▲ $1,698,070
Other Assets Total$3,035,264$4,446,286▲ $1,411,022
Liabilities
Unsecured Notes Loans Payable$502,500$4,199,859▲ $3,697,359
Accounts Payable and Accrued Expenses$392,774$295,320▼ $97,454
Escrow Account Liability$62,503$62,503→ $0
Other Liabilities$2,001,835$27,359▼ $1,974,476
Total Liabilities$2,959,612$4,585,041▲ $1,625,429
Net Assets / Fund Balance
Unrestricted Net Assets$3,518,082$3,096,543▼ $421,539
Temporarily Rstr Net Assets$1,602,649$2,096,829▲ $494,180
Total Net Assets Fund Balance$5,120,731$5,193,372▲ $72,641
Total Liabilities and Net Assets / Fund Balance$8,080,343$9,778,413▲ $1,698,070

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$43,548$18,331$61,879
Leasehold Improvements$12,321$1,760$14,081
Other Assets Org$4,394,248--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary Jo CookExecutive DirectorFT$216,523$58,820$275,343
Justin J FierManging Director, Research & ConsultingFT$212,093$19,352$231,445
Justin J FierManging Director, Research & Consult-$182,362$49,083$231,445
Robert C PorterManaging Director, Ba & LendingFT$165,770$54,842$220,612
Robyn MillerDirector, Finance & OperationsFT$118,361$32,370$150,731
Thomas WoelfelDirector, Research & ConsultingFT$121,754$28,399$150,153
Patrick DugganDirector, MarketingFT$121,749$16,203$137,952
Carolyn ClarkeCFO/COO (thru 8/18)FT$123,397$6,214$129,611
Daniel BrettDirector, Research & ConsultingFT$108,265$9,435$117,700

Board Members and Trustees

NameTitle
Chris AndersonBoard Member/chair
Cindy KaczmarekBoard Member
Judith GoldkrandBoard Member
Monica EdwardsBoard Member
Ralph ClarkBoard Member
Sanjay DattaBoard Member
Steve AplfelbergBoard Member
Teresa PahlBoard Member
Bulbul GuptaBoard Member (from 11/18)
Cecil PlummerBoard Member (from 11/18)
Michael ChodosBoard Member (thru 1/18)
Kelly GraziadeiBoard Member/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,906,803
Program Service Revenue
$1,173,810
Investment Income
$55,998
Other Revenue
$4,250
All Other Contributions
$1,861,803
Change in Net Assets
$70,624
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,050,125
Other Expenses$1,020,112
Total Fundraising Expense$191,733
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$720,017$167,015$65,201$952,233
Other Salaries and Wages$706,057$48,520$63,118$817,695
Occupancy$217,681$8,517$9,566$235,764
Fees for Services Other$195,012$7,350$8,880$211,242
Other Employee Benefits$129,927$15,980$13,992$159,899
Information Technology$122,115$6,606$7,982$136,703
Payroll Taxes$88,540$13,135$8,091$109,766
Advertising$57,350$955$1,154$59,459
Fees for Services Accounting$51,952$2,232$2,697$56,881
Travel$50,632$1,120$1,354$53,106
Interest$46,800--$46,800
Office Expenses$21,414$1,951$2,357$25,722
Insurance$19,582$1,806$2,183$23,571
Conferences and Meetings$22,694$213$16$22,923
Fees for Service Investment Mgmnt Fees$16,169$1,436$1,735$19,340
Pension Plan Contributions$9,135$678$719$10,532
Other Expenses$7,334$581$702$8,617
Fees for Services Legal$2,448$105$128$2,681
Total Functional Expenses$2,598,767$279,737$191,733$3,070,237
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
Deferred Rent$27,359
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, ceo, audit committee chair and chairman of the board of directors. 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 finance director and the ceo.”

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
Bulbul Gupta
Title
President & CEO
Phone
4154424300
Signed
2019-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bulbul Gupta
Formed
1998
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
18
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.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12258056
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13123397
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14133654
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15212093
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16192777
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17108265
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18121749
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19137482
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER/CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER (THRU 1/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER (FROM 11/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER (FROM 11/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CFO/COO (THRU 8/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR, FINANCE & OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt15MANGING DIRECTOR, RESEARCH & CONSULTING
IRS990/Form990PartVIISectionAGrp/TitleTxt16MANAGING DIRECTOR, BA & LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR, RESEARCH & CONSULTING
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR, MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR, RESEARCH & CONSULTING
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt045000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03140861
IRS990/GrossRentsGrp/RealAmt03000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt07982
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06606
IRS990/InformationTechnologyGrp/ProgramServicesAmt0122115
IRS990/InformationTechnologyGrp/TotalAmt0136703
IRS990/InsuranceGrp/FundraisingAmt02183
IRS990/InsuranceGrp/ManagementAndGeneralAmt01806
IRS990/InsuranceGrp/ProgramServicesAmt019582
IRS990/InsuranceGrp/TotalAmt023571
IRS990/InterestGrp/ProgramServicesAmt046800
IRS990/InterestGrp/TotalAmt046800
IRS990/InvestmentIncomeGrp/ExclusionAmt055998
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt055998
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0-44215
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0-54843
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02296218
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03453782
IRS990/IRPDocumentCnt038
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt020091
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0136
IRS990/LandBldgEquipBasisNetGrp/EOYAmt055869
IRS990/LandBldgEquipCostOrOtherBssAmt075960
IRS990/LegalDomicileStateCd0CA
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0AT 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/NetAssetsOrFundBalancesBOYAmt05120731
IRS990/NetAssetsOrFundBalancesEOYAmt05193372
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt03000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt03000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02017
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt09566
IRS990/OccupancyGrp/ManagementAndGeneralAmt08517
IRS990/OccupancyGrp/ProgramServicesAmt0217681
IRS990/OccupancyGrp/TotalAmt0235764
IRS990/OfficeExpensesGrp/FundraisingAmt02357
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01951
IRS990/OfficeExpensesGrp/ProgramServicesAmt021414
IRS990/OfficeExpensesGrp/TotalAmt025722
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03035264
IRS990/OtherAssetsTotalGrp/EOYAmt04446286
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt013992
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt015980
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0129927
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0159899
IRS990/OtherExpensesGrp/Desc0LOAN LOSSES EXPENSE
IRS990/OtherExpensesGrp/Desc1EVALUATIONS & PUBLICATI
IRS990/OtherExpensesGrp/Desc2EVENTS & WORKSHOPS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt01600
IRS990/OtherExpensesGrp/FundraisingAmt1258
IRS990/OtherExpensesGrp/FundraisingAmt2702
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01324
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1213
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2581
IRS990/OtherExpensesGrp/ProgramServicesAmt050710
IRS990/OtherExpensesGrp/ProgramServicesAmt142355
IRS990/OtherExpensesGrp/ProgramServicesAmt220843
IRS990/OtherExpensesGrp/ProgramServicesAmt37334
IRS990/OtherExpensesGrp/TotalAmt050710
IRS990/OtherExpensesGrp/TotalAmt145279
IRS990/OtherExpensesGrp/TotalAmt221314
IRS990/OtherExpensesGrp/TotalAmt38617
IRS990/OtherLiabilitiesGrp/BOYAmt02001835
IRS990/OtherLiabilitiesGrp/EOYAmt027359
IRS990/OtherRevenueMiscGrp/BusinessCd0541610
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01250
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01250
IRS990/OtherRevenueTotalAmt01250
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt063118
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt048520
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0706057
IRS990/OtherSalariesAndWagesGrp/TotalAmt0817695
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08091
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013135
IRS990/PayrollTaxesGrp/ProgramServicesAmt088540
IRS990/PayrollTaxesGrp/TotalAmt0109766
IRS990/PensionPlanContributionsGrp/FundraisingAmt0719
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0678
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt09135
IRS990/PensionPlanContributionsGrp/TotalAmt010532
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01111120
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt025770
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018463
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022744
IRS990/PrincipalOfficerNm0BULBUL GUPTA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/BusinessCd1541610
IRS990/ProgramServiceRevenueGrp/BusinessCd2541610
IRS990/ProgramServiceRevenueGrp/Desc0INSIGHT/IMPACT/OTHER
IRS990/ProgramServiceRevenueGrp/Desc1LENDING
IRS990/ProgramServiceRevenueGrp/Desc2BA.ORG
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0742116
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1396694
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt235000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0742116
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1396694
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt235000
IRS990/ProgSrvcAccomActy2Grp/Desc0SMALL BUSINESS ADVISING INTEGRATED LENDING LOAN FUND PROVIDES DEBT CAPITAL AND RESOURCES TO HIGH GROWTH BAY AREA BUSINESSES THAT CREATE JOBS AND OPPORTUNITIES IN LOWER INCOME COMMUNITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01009637
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0396694
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/ExpenseAmt0577536
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt035000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM SERVICES
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt01250
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02477129
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt051647
IRS990/PYOtherExpensesAmt01190202
IRS990/PYOtherRevenueAmt04851
IRS990/PYProgramServiceRevenueAmt01037712
IRS990/PYRevenuesLessExpensesAmt0179016
IRS990/PYSalariesCompEmpBnftPaidAmt02202121
IRS990/PYTotalExpensesAmt03392323
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03571339
IRS990/QuidProQuoContributionsInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,778,413
Liabilities
$4,585,041
Net assets
$5,193,372
Revenue
$3,140,861
Expenses
$3,070,237
Net income
$70,624
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
2018Detailed filing. Detailed filing data is available for this year.$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
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