Civic Intelligence

Pacific Community Ventures Inc

990 • Fiscal year 2020 • EIN 77-0485877

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 31, 2021

Organization ProfileWWW.PACIFICCOMMUNITYVENTURES.ORG

View Organization Page

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1714 Franklin Street Suite 100-347Oakland, CA 94612

(415) 442-4300

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.52x

Higher debt load relative to assets than 73% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

84th percentile

1.47x

Higher debt load relative to revenue than 84% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

70th percentile

$243,626

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

75th percentile

21%

Faster asset growth than 75% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

55%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$14,304,604

Up $2,458,198 (+21%) from 2019

Net Assets

Up

$6,804,382

Up $1,298,063 (+24%) from 2019

Liabilities

Up

$7,500,222

Up $1,160,135 (+18%) from 2019

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin81st percentile

Revenue

Up

$5,106,512

Up $1,803,321 (+55%) from 2019

Expenses

Up

$3,801,013

Up $401,284 (+12%) from 2019

Net Income

Up

$1,305,499

Up $1,402,037 (+1452%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2020

Assets$14,304,604
Liabilities$7,500,222
Net Assets$6,804,382
Open 2020 Filing

Operations Trend

Revenue Growth90th 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

2020

Revenue$5,106,512
Expenses$3,801,013
Net Income$1,305,499
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 31, 2021
Return Version
2020v4.1
Gross Receipts
$5,106,512
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$4,557,035$4,277,613▼ $279,422
Cash and Non-Interest-Bearing Accounts$302,101$909,023▲ $606,922
Savings and Temporary Cash Investments$600,699$556,903▼ $43,796
Investments Other Securities$199,628$194,859▼ $4,769
Accounts Receivable$270,843$53,130▼ $217,713
Pledges and Grants Receivable$1,870$50,120▲ $48,250
Land, Buildings, and Equipment, Net$47,181$38,491▼ $8,690
Prepaid Expenses and Deferred Charges$22,357$19,871▼ $2,486
Total Assets$11,846,406$14,304,604▲ $2,458,198
Other Assets Total$5,844,692$8,204,594▲ $2,359,902
Liabilities
Unsecured Notes Loans Payable$5,976,978$6,518,673▲ $541,695
Accounts Payable and Accrued Expenses$275,412$530,340▲ $254,928
Other Liabilities$25,194$367,923▲ $342,729
Escrow Account Liability$62,503$68,286▲ $5,783
Deferred Revenue-$15,000-
Total Liabilities$6,340,087$7,500,222▲ $1,160,135
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,302,535$4,966,939▲ $1,664,404
Net Assets With Donor Restrictions$2,203,784$1,837,443▼ $366,341
Total Net Assets Fund Balance$5,506,319$6,804,382▲ $1,298,063
Total Liabilities and Net Assets / Fund Balance$11,846,406$14,304,604▲ $2,458,198

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$33,211$28,668$61,879
Leasehold Improvements$5,280$8,801$14,081
Other Assets Org$349,815--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bulbul GuptaPresident & CEOFT$220,550$23,076$243,626
Justin FierManaging Director, ResearcFT$192,526$48,800$241,326
Robert PorterManaging Director, Ba & LeFT$173,388$53,489$226,877
Robyn MillerDirector, Finance & OperatFT$126,776$34,768$161,544
Thomas WoelfelDirector, Research & ConsuFT$131,041$26,983$158,024
Patrick DugganDirector, MarketingFT$127,705$19,131$146,836
Natalie CarrascoDirector, Business AdvisingFT$108,332$10,698$119,030
Adria MossDirector, LendingFT$107,004$9,571$116,575

Board Members and Trustees

NameTitle
Cindy KaczmarekBoard Chair
Amir KirkwoodBoard Member
Cecil PlummerBoard Member
Jasmine ThomasBoard Member
Katie KalvodaBoard Member
Sanjay DattaBoard Member
Steve ApfelbergBoard Member
Teresa PahlBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$3,860,973
Program Service Revenue
$1,128,441
Investment Income
$117,098
Other Revenue
$0
All Other Contributions
$3,860,973
Change in Net Assets
$1,305,499

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,087,606
Revenue Not Reported on Financial Statements
$18,906
Revenue Not Reported on Form 990
$-237,245
Total Revenue per Audited Statements
$4,850,361
Total Revenue per Form 990
$5,106,512
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,520,786
Other Expenses$1,280,227
Total Fundraising Expense$138,926
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$932,141$170,006$42,435$1,144,582
Current Officers, Directors, Trustees, and Key Employees$549,308$33,158$55,263$637,729
Other Employee Benefits$404,967$181,730$12,451$599,148
Fees for Services Other$375,248$7,780$3,385$386,413
Information Technology$184,557$5,184$4,207$193,948
Occupancy$185,077$3,378$2,742$191,197
Payroll Taxes$126,662$4,173$8,492$139,327
Interest$106,555--$106,555
Advertising$75,779$343$278$76,400
Fees for Services Accounting$34,072$551$3,377$38,000
Office Expenses$27,132$2,031$1,648$30,811
Insurance$20,285$2,454$1,992$24,731
Fees for Service Investment Mgmnt Fees$15,481$1,891$1,534$18,906
Other Expenses$15,939$43$34$16,016
Travel$14,627$679$544$15,850
All Other Expenses$8,185$87$71$8,343
Conferences and Meetings$4,641$150$122$4,913
Total Functional Expenses$3,248,016$414,071$138,926$3,801,013

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,801,013
Expenses per Audited Statements$3,552,298
Total Expenses per Audited Statements$3,552,298
Expenses Not Reported on Financial Statements$248,715
Other Expense Adjustments$229,809
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Custodial Funds$349,815
Deferred Rent$18,108
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“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, 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 athorized 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
1714 FRANKLIN STREET SUITE 100-347, OAKLAND, CA 94612

Signing Officer

Name
Bulbul Gupta
Title
President and CEO
Phone
4154424300
Signed
2021-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bulbul Gupta
Formed
1998
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
24
Volunteers
0

Preparer

Firm
Bhlf Llp
Address
1255 TREAT BLVD SUITE 300, WALNUT CREEK, CA 94597
Preparer
Brent Hillberg
Phone
9253221150
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other: program service expenses 100,861. Management and general expenses 3,610. Fundraising expenses 0. Total expenses 104,471. Consulting: program service expenses 274,387. Management and general expenses 4,170. Fundraising expenses 3,385. Total expenses 281,942.”

From 990 Part XII, Line 2C

“This process has not changed from 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.”

PART X, LINE 2:

“The organization has analyzed tax positions taken for filings with the internal revenue service and all state jurisdictions where it operates. The organization believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in material adverse affect on the organization's financial position, results of activities or cash flows. Accordingly, the organization has not recorded any reserves, or related accruals for interest and penalities for uncertain income tax positions at december 31, 2020.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Interest expense -106,555. Provision for loan losses -123,254.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Interest expense 106,555. Provision for loan losses 123,254.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8221050
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9220865
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10195813
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11141911
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12127705
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13146667
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14108332
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15107004
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/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9MANAGING DIRECTOR, RESEARC
IRS990/Form990PartVIISectionAGrp/TitleTxt10MANAGING DIRECTOR, BA & LE
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR, FINANCE & OPERAT
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR, MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR, RESEARCH & CONSU
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR, BUSINESS ADVISING
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR, LENDING
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05106512
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04207
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05184
IRS990/InformationTechnologyGrp/ProgramServicesAmt0184557
IRS990/InformationTechnologyGrp/TotalAmt0193948
IRS990/InsuranceGrp/FundraisingAmt01992
IRS990/InsuranceGrp/ManagementAndGeneralAmt02454
IRS990/InsuranceGrp/ProgramServicesAmt020285
IRS990/InsuranceGrp/TotalAmt024731
IRS990/InterestGrp/ProgramServicesAmt0106555
IRS990/InterestGrp/TotalAmt0106555
IRS990/InvestmentIncomeGrp/ExclusionAmt0117098
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0117098
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0199628
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0194859
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04557035
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04277613
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt037469
IRS990/LandBldgEquipBasisNetGrp/BOYAmt047181
IRS990/LandBldgEquipBasisNetGrp/EOYAmt038491
IRS990/LandBldgEquipCostOrOtherBssAmt075960
IRS990/LegalDomicileStateCd0CA
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 LIVING IN THRIVING COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05506319
IRS990/NetAssetsOrFundBalancesEOYAmt06804382
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-7436
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03302535
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04966939
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02742
IRS990/OccupancyGrp/ManagementAndGeneralAmt03378
IRS990/OccupancyGrp/ProgramServicesAmt0185077
IRS990/OccupancyGrp/TotalAmt0191197
IRS990/OfficeExpensesGrp/FundraisingAmt01648
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02031
IRS990/OfficeExpensesGrp/ProgramServicesAmt027132
IRS990/OfficeExpensesGrp/TotalAmt030811
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05844692
IRS990/OtherAssetsTotalGrp/EOYAmt08204594
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt012451
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0181730
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0404967
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0599148
IRS990/OtherExpensesGrp/Desc0LOAN LOSS EXPENSE
IRS990/OtherExpensesGrp/Desc1PRINTING AND REPRODUCTI
IRS990/OtherExpensesGrp/Desc2GJGB INCENTIVIES
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt0351
IRS990/OtherExpensesGrp/FundraisingAmt134
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0433
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt143
IRS990/OtherExpensesGrp/ProgramServicesAmt0123254
IRS990/OtherExpensesGrp/ProgramServicesAmt126578
IRS990/OtherExpensesGrp/ProgramServicesAmt217528
IRS990/OtherExpensesGrp/ProgramServicesAmt315939
IRS990/OtherExpensesGrp/TotalAmt0123254
IRS990/OtherExpensesGrp/TotalAmt127362
IRS990/OtherExpensesGrp/TotalAmt217528
IRS990/OtherExpensesGrp/TotalAmt316016
IRS990/OtherLiabilitiesGrp/BOYAmt025194
IRS990/OtherLiabilitiesGrp/EOYAmt0367923
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt042435
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0170006
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0932141
IRS990/OtherSalariesAndWagesGrp/TotalAmt01144582
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08492
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04173
IRS990/PayrollTaxesGrp/ProgramServicesAmt0126662
IRS990/PayrollTaxesGrp/TotalAmt0139327
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01870
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt050120
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt022357
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019871
IRS990/PrincipalOfficerNm0BULBUL GUPTA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/BusinessCd1541610
IRS990/ProgramServiceRevenueGrp/BusinessCd2541610
IRS990/ProgramServiceRevenueGrp/Desc0LENDING
IRS990/ProgramServiceRevenueGrp/Desc1RESEARCH/IMPACT/OTHER
IRS990/ProgramServiceRevenueGrp/Desc2BUSINESS ADVISING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0541088
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1412353
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2175000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0541088
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1412353
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2175000
IRS990/ProgSrvcAccomActy2Grp/Desc0SMALL BUSINESS ADVISING INTEGRATED LENDING LOAN FUND PROVIDES DEBT CAPITAL AND RESOURCES TO HIGH GROWTH CALIFORNIA BUSINESSES THAT CREATE JOBS AND OPPORTUNITIES IN LOWER INCOME COMMUNITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0949717
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0175000
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/ExpenseAmt01265343
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0541088
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01580753
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0250980
IRS990/PYOtherExpensesAmt01361800
IRS990/PYOtherRevenueAmt01250
IRS990/PYProgramServiceRevenueAmt01470208
IRS990/PYRevenuesLessExpensesAmt0-96538
IRS990/PYSalariesCompEmpBnftPaidAmt02037929
IRS990/PYTotalExpensesAmt03399729
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03303191
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01305499
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0412353
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0600699
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0556903
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03860973
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01580753
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01906803
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02477129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01213882
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011039540
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0117098
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0154980
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt058998
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt097330
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0228880
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0657286
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43410
IRS990ScheduleA/PublicSupportPY170Pct00.45320
IRS990ScheduleA/PublicSupportTotal170Amt05077036
IRS990ScheduleA/SubstantialContributorsTotAmt05962504
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03860973
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01580753
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01906803
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02477129
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01213882
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011039540
IRS990ScheduleA/TotalSupportAmt011696826
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,304,604
Liabilities
$7,500,222
Net assets
$6,804,382
Revenue
$5,106,512
Expenses
$3,801,013
Net income
$1,305,499
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
2020Detailed filing. Detailed filing data is available for this year.$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
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