Civic Intelligence

Pacific Community Ventures Inc

990 • Fiscal year 2021 • EIN 77-0485877

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 31, 2022

Refreshing map…

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

76th percentile

0.50x

Higher debt load relative to assets than 76% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

83rd percentile

1.17x

Higher debt load relative to revenue than 83% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

80th percentile

39%

Higher net margin than 80% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

81st percentile

$309,603

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

87th percentile

40%

Faster asset growth than 87% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

84th percentile

67%

Faster revenue growth than 84% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Up

$20,029,825

Up $5,725,221 (+40%) from 2020

Net Assets

Up

$10,088,011

Up $3,283,629 (+48%) from 2020

Liabilities

Up

$9,941,814

Up $2,441,592 (+33%) from 2020

Revenue

Up

$8,516,576

Up $3,410,064 (+67%) from 2020

Expenses

Up

$5,236,321

Up $1,435,308 (+38%) from 2020

Net Income

Up

$3,280,255

Up $1,974,756 (+151%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$20,029,825
Liabilities$9,941,814
Net Assets$10,088,011

Operations Trend

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

2021

Revenue$8,516,576
Expenses$5,236,321
Net Income$3,280,255
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 31, 2022
Return Version
2021v4.2
Gross Receipts
$8,516,576
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$4,277,613$6,166,314▲ $1,888,701
Cash and Non-Interest-Bearing Accounts$909,023$2,379,294▲ $1,470,271
Savings and Temporary Cash Investments$556,903$616,038▲ $59,135
Investments Other Securities$194,859$205,401▲ $10,542
Accounts Receivable$53,130$107,766▲ $54,636
Land, Buildings, and Equipment, Net$38,491$42,422▲ $3,931
Pledges and Grants Receivable$50,120$41,870▼ $8,250
Prepaid Expenses and Deferred Charges$19,871$25,915▲ $6,044
Total Assets$14,304,604$20,029,825▲ $5,725,221
Other Assets Total$8,204,594$10,444,805▲ $2,240,211
Liabilities
Unsecured Notes Loans Payable$6,518,673$9,135,698▲ $2,617,025
Accounts Payable and Accrued Expenses$530,340$730,496▲ $200,156
Escrow Account Liability$68,286$66,673▼ $1,613
Deferred Revenue$15,000--
Other Liabilities$367,923$8,947▼ $358,976
Total Liabilities$7,500,222$9,941,814▲ $2,441,592
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,966,939$8,688,014▲ $3,721,075
Net Assets With Donor Restrictions$1,837,443$1,399,997▼ $437,446
Total Net Assets Fund Balance$6,804,382$10,088,011▲ $3,283,629
Total Liabilities and Net Assets / Fund Balance$14,304,604$20,029,825▲ $5,725,221

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$40,661$35,415$76,076
Leasehold Improvements$1,761$12,320$14,081
Other Assets Org$10,410,223--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bulbul GuptaPresident & CEOFT$225,821$83,782$309,603
Robert PorterManaging Director, Ba & LeFT$177,709$70,591$248,300
Thomas WoelfelDirector, Research & ConsuFT$157,354$33,859$191,213
Robyn MillerDirector, Finance & OperatFT$131,801$46,469$178,270
Justin FierManaging Director, ResearcFT$133,966$36,641$170,607
Patrick DugganDirector, MarketingFT$123,110$39,224$162,334

Board Members and Trustees

NameTitle
Cindy KaczmarekBoard Chair
Amir KirkwoodBoard Member
Carolina MartinezBoard Member
Cecil PlummerBoard Member
Jasmine ThomasBoard Member
Katie KalvodaBoard Member
Lili GangasBoard Member
Olivia RebanalBoard Member
Sanjay DattaBoard Member
Teresa PahlBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Next Streetfinancial LLCFinancial Consulting, Advisory And Relat75 BROAD ST RM 702, New York, CA 10004-3217$120,000
Revenue and Support

Revenue Composition

Contributions and Grants
$6,376,342
Program Service Revenue
$2,108,474
Investment Income
$31,760
Other Revenue
$0
All Other Contributions
$6,376,342
Change in Net Assets
$3,280,255

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,495,391
Revenue Not Reported on Financial Statements
$21,185
Revenue Not Reported on Form 990
$-450,963
Total Revenue per Audited Statements
$8,044,428
Total Revenue per Form 990
$8,516,576
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,854,569
Other Expenses$2,381,752
Total Fundraising Expense$177,018
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,169,840$252,364$49,308$1,471,512
Fees for Services Other$793,567$19,166$17,989$830,722
Current Officers, Directors, Trustees, and Key Employees$551,964$42,873$71,455$666,292
Other Employee Benefits$364,134$128,990$6,864$499,988
Occupancy$165,045$10,366$5,092$180,503
Information Technology$166,028$8,323$4,089$178,440
Payroll Taxes$144,449$22,587$9,932$176,968
Interest$142,980--$142,980
Advertising$104,150$8,707$4,277$117,134
Other Expenses$49,532$64$32$49,628
Conferences and Meetings$42,233$3,215$1,579$47,027
All Other Expenses$38,537$1,232$605$40,374
Pension Plan Contributions-$39,809-$39,809
Fees for Services Accounting$25,000$14,750-$39,750
Office Expenses$30,956$3,419$1,680$36,055
Insurance$27,510$3,993$1,962$33,465
Fees for Service Investment Mgmnt Fees$17,394$2,542$1,249$21,185
Travel$16,056$1,717$844$18,617
Fees for Services Legal$10,170$2,704-$12,874
Total Functional Expenses$4,492,358$566,945$177,018$5,236,321

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,236,321
Expenses per Audited Statements$4,760,799
Total Expenses per Audited Statements$4,760,799
Expenses Not Reported on Financial Statements$475,522
Other Expense Adjustments$454,337
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
Deferred Rent$8,947
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
2022-10-31
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
30
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 160,209. Management and general expenses -14,714. Fundraising expenses 1,346. Total expenses 146,841. Consulting: program service expenses 633,358. Management and general expenses 33,880. Fundraising expenses 16,643. Total expenses 683,881.

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, 2021.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Interest expense -142,980. Provision for loan losses -311,357.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Interest expense 142,980. Provision for loan losses 311,357.

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IRS990/Form990PartVIISectionAGrp/PersonNm12ROBERT PORTER
IRS990/Form990PartVIISectionAGrp/PersonNm13ROBYN MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm14PATRICK DUGGAN
IRS990/Form990PartVIISectionAGrp/PersonNm15THOMAS WOELFEL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10285821
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11162762
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12217709
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13154522
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14143539
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15180842
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 CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt11MANAGING DIRECTOR, RESEARC
IRS990/Form990PartVIISectionAGrp/TitleTxt12MANAGING DIRECTOR, BA & LE
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR, FINANCE & OPERAT
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR, MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR, RESEARCH & CONSU
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt08516576
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04089
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt08323
IRS990/InformationTechnologyGrp/ProgramServicesAmt0166028
IRS990/InformationTechnologyGrp/TotalAmt0178440
IRS990/InsuranceGrp/FundraisingAmt01962
IRS990/InsuranceGrp/ManagementAndGeneralAmt03993
IRS990/InsuranceGrp/ProgramServicesAmt027510
IRS990/InsuranceGrp/TotalAmt033465
IRS990/InterestGrp/ProgramServicesAmt0142980
IRS990/InterestGrp/TotalAmt0142980
IRS990/InvestmentIncomeGrp/ExclusionAmt031760
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt031760
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0194859
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0205401
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04277613
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06166314
IRS990/IRPDocumentCnt074
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt047735
IRS990/LandBldgEquipBasisNetGrp/BOYAmt038491
IRS990/LandBldgEquipBasisNetGrp/EOYAmt042422
IRS990/LandBldgEquipCostOrOtherBssAmt090157
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/NetAssetsOrFundBalancesBOYAmt06804382
IRS990/NetAssetsOrFundBalancesEOYAmt010088011
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03374
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04966939
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08688014
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt05092
IRS990/OccupancyGrp/ManagementAndGeneralAmt010366
IRS990/OccupancyGrp/ProgramServicesAmt0165045
IRS990/OccupancyGrp/TotalAmt0180503
IRS990/OfficeExpensesGrp/FundraisingAmt01680
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03419
IRS990/OfficeExpensesGrp/ProgramServicesAmt030956
IRS990/OfficeExpensesGrp/TotalAmt036055
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt08204594
IRS990/OtherAssetsTotalGrp/EOYAmt010444805
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06864
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0128990
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0364134
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0499988
IRS990/OtherExpensesGrp/Desc0LOAN LOSS EXPENSE
IRS990/OtherExpensesGrp/Desc1PROJECT EXPENSE
IRS990/OtherExpensesGrp/Desc2GJGB INCENTIVIES
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt061
IRS990/OtherExpensesGrp/FundraisingAmt132
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0124
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt164
IRS990/OtherExpensesGrp/ProgramServicesAmt0311357
IRS990/OtherExpensesGrp/ProgramServicesAmt1166745
IRS990/OtherExpensesGrp/ProgramServicesAmt2154711
IRS990/OtherExpensesGrp/ProgramServicesAmt349532
IRS990/OtherExpensesGrp/TotalAmt0311357
IRS990/OtherExpensesGrp/TotalAmt1166745
IRS990/OtherExpensesGrp/TotalAmt2154896
IRS990/OtherExpensesGrp/TotalAmt349628
IRS990/OtherLiabilitiesGrp/BOYAmt0367923
IRS990/OtherLiabilitiesGrp/EOYAmt08947
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt049308
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0252364
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01169840
IRS990/OtherSalariesAndWagesGrp/TotalAmt01471512
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09932
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt022587
IRS990/PayrollTaxesGrp/ProgramServicesAmt0144449
IRS990/PayrollTaxesGrp/TotalAmt0176968
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt039809
IRS990/PensionPlanContributionsGrp/TotalAmt039809
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt050120
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt041870
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019871
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt025915
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/RelatedOrExemptFuncIncomeAmt01295037
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1653437
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2160000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01295037
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1653437
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2160000
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/ExpenseAmt01676598
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01295037
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/ExpenseAmt01678491
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0160000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03860973
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0117098
IRS990/PYOtherExpensesAmt01280227
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01128441
IRS990/PYRevenuesLessExpensesAmt01305499
IRS990/PYSalariesCompEmpBnftPaidAmt02520786
IRS990/PYTotalExpensesAmt03801013
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05106512
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt03280255
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0653437
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0556903
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0616038
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06376342
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03860973
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01580753
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01906803
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02477129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt016202000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt031760
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0117098
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0154980
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt058998
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt097330
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0460166
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68280
IRS990ScheduleA/PublicSupportPY170Pct00.43410
IRS990ScheduleA/PublicSupportTotal170Amt011377458
IRS990ScheduleA/SubstantialContributorsTotAmt04824542

Document Assets

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Filings

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
2021Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $10M-$25M nonprofits