Civic Intelligence

Community Opportunity Fund

EIN 81-3704165 • 501(c)3 • Cold Spring, NY

Profile

Through its activities, the cof seeks to improve the health, wellbeing and opportunity for residents living in affordable housing.

144 Main StreetCold Spring, NY 10516

communityopportunityfund.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

11th percentile

0.01x

Higher debt load relative to revenue than 11% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

90th percentile

52%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

46th percentile

4.0%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-72%

Faster revenue growth than 2% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$17,788,349

Up $686,151 (+4.0%) from 2023

Liabilities

Up

$11,312

Up $7,875 (+229%) from 2023

Net Assets

Up

$17,777,037

Up $678,276 (+4.0%) from 2023

Revenue

Down

$1,166,210

Down $3,017,617 (-72%) from 2023

Expenses

Down

$555,097

Down $35,792 (-6.1%) from 2023

Net Income

Down

$611,113

Down $2,981,825 (-83%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2017: $550,328Liabilities 2017: $0Net Assets 2017: $550,3282017Assets 2018: $606,494Liabilities 2018: $23,218Net Assets 2018: $583,2762018Assets 2019: $8,905,483Liabilities 2019: $126,946Net Assets 2019: $8,778,5372019Assets 2020: $9,378,109Liabilities 2020: $55,462Net Assets 2020: $9,322,6472020Assets 2021: $10,189,949Liabilities 2021: $87,363Net Assets 2021: $10,102,5862021Assets 2022: $13,744,322Liabilities 2022: $238,499Net Assets 2022: $13,505,8232022Assets 2023: $17,102,198Liabilities 2023: $3,437Net Assets 2023: $17,098,7612023Assets 2024: $17,788,349Liabilities 2024: $11,312Net Assets 2024: $17,777,0372024

Highlighted filing

2024

Assets$17,788,349
Liabilities$11,312
Net Assets$17,777,037

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0Revenue 2017: $559,080Expenses 2017: $4,169Net Income 2017: $554,9112017Revenue 2018: $67,030Expenses 2018: $34,082Net Income 2018: $32,9482018Revenue 2019: $8,420,639Expenses 2019: $225,378Net Income 2019: $8,195,2612019Revenue 2020: $774,958Expenses 2020: $230,848Net Income 2020: $544,1102020Revenue 2021: $1,075,945Expenses 2021: $296,006Net Income 2021: $779,9392021Revenue 2022: $3,959,879Expenses 2022: $556,642Net Income 2022: $3,403,2372022Revenue 2023: $4,183,827Expenses 2023: $590,889Net Income 2023: $3,592,9382023Revenue 2024: $1,166,210Expenses 2024: $555,097Net Income 2024: $611,1132024

Highlighted filing

2024

Revenue$1,166,210
Expenses$555,097
Net Income$611,113

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$1,166,210
Mission and Program Overview

Mission

Through its activities, the community opportunity fund seeks to improve the lives of residents of affordable housing by participating in the development and refurbishment of affordable housing and by co-producing health, social services, education, culture, employment and recreation programs. Realizing and releasing skills and talent from within communities builds connections to opportunity and enhances the life opportunities of residents. Our vision is that in the future, the individual, building, neighborhood and societal benefits of integrating social, health and educational services into affordable and mixed income housing is widely recognized and supported by the housing and community development financing and regulatory systems.

Through its activities, the cof seeks to improve the health, wellbeing and opportunity for residents living in affordable housing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$13,971,640$16,329,386▲ $2,357,746
Investments Program Related$418,529$941,935▲ $523,406
Cash and Non-Interest-Bearing Accounts$458,580$327,595▼ $130,985
Accounts Receivable$2,251,748$161,871▼ $2,089,877
Prepaid Expenses and Deferred Charges$1,619$0▼ $1,619
Total Assets$17,102,198$17,788,349▲ $686,151
Other Assets Total$82$27,562▲ $27,480
Liabilities
Accounts Payable and Accrued Expenses$3,437$11,312▲ $7,875
Total Liabilities$3,437$11,312▲ $7,875
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,977,054$17,394,752▲ $417,698
Net Assets With Donor Restrictions$121,707$382,285▲ $260,578
Total Net Assets Fund Balance$17,098,761$17,777,037▲ $678,276
Total Liabilities and Net Assets / Fund Balance$17,102,198$17,788,349▲ $686,151

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$941,935--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jonathan Fp RosePresident and Treasurer
Carter StewartBoard Member
Robert L HughesBoard Member
Sandy PaikBoard Member
Susan PlumBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$785,058
Program Service Revenue
$0
Investment Income
$381,152
Other Revenue
$0
All Other Contributions
$785,058
Change in Net Assets
$611,113

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,166,210
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,166,210
Total Revenue per Form 990
$1,166,210
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$555,097
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$466,913--$466,913
Insurance-$8,108-$8,108
Fees for Services Accounting-$6,632-$6,632
Fees for Services Legal-$5,189-$5,189
Advertising-$1,117-$1,117
Other Expenses-$101-$101
Total Functional Expenses$466,913$88,184$0$555,097

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$555,097
Total Expenses per Audited Statements$555,097
Total Expenses per Form 990$555,097
Expenses Not Reported on Financial Statements$0
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7B

The board meets on a regular basis and votes on decisions made for the organization.

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

Governing body reviews before filed.

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

The organization regulary and consistently moniotrs and enforces compliance with the conflict of itnerest policy by annual reporting at board meeting.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Community Opportunity Fund
EIN
81-3704165
Phone
6464309100
Address
144 MAIN STREET, COLD SPRING, NY 10516

Signing Officer

Name
Dawn Mottram
Title
Executive Director
Phone
6464309100
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dawn Mottram
Formed
2016
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Novogradac & Company Llp
Address
3025 NORTH WOOSTER AVENUE, DOVER, OH 44622
Preparer
Thomas J Fantin
Phone
3303655400
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

The community opportunity fund (cof) believes that affordable and mixed-income housing can be the foundation of equalizing the poor distribution of opportunity in the us. We advance our work by contributing to theories of opportunity, providing platforms for research, and data collection, and by funding or engaging in the direct delivery services addressing health, racial, economic, environmental, and other inequities residents in affordable housing in the us face. Together with residents and their communities, community opportunity fund creates scalable resident services, researches these solutions, and uses the data and analysis produced to shift public policy and funding towards creating the conditions for residents to thrive. The purpose of the community opportunity fund is as follows: - to assist persons with low and moderate incomes in obtaining access to a range of health, educational, cultural, social, and other services and activities that may enhance the quality, wellbeing and opportunity of their lives and communities; - to create and preserve stable communities by sponsoring, initiating, developing, financing, and/or operating a) affordable, elderly, and/or disabled housing; and b) community interventions that enhance the health, nutrition, education, economic, cultural, social service resources available to affordable, elderly, and/or disabled housing residents. - to sponsor, initiate, develop, finance or operate research projects that measure the effectiveness of sponsoring affordable, elderly, and/or disabled housing and providing related social services to its residents and surrounding communities. - to provide financial and technical support to those resident, not-for-profits, affordable housing owners, and stakeholders living and working in low-income communities who seek to achieve the foregoing purposes of the corporation; and - to engage in any lawful act or activity in furtherance of the foregoing, as well as other charitable activities that combat community deterioration, lessen government burden and assist in the elimination of racial prejudice and discrimination, provided such activities are not in violation, or inconsistent with, the corporation's status as a charitable and educational organization under section 501(c)(3) of the code.

Form 990, Part IX, Line 11G

Program fees: program service expenses 466,913. Management and general expenses 0. Fundraising expenses 0. Total expenses 466,913.

FORM 990, PART XI, LINE 9:

CONTRIBUTION 36,933.

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IRS990/ProgSrvcAccomActy2Grp/Desc0PARTICIPATION IN THE COMMUNITIES OF OPPORTUNITY ACADEMIC RESEARCH PROJECT. WE HAVE BROUGHT TOGETHER A MULTI-DISCIPLINARY RESEARCH AND PRACTITIONER TEAM COMPRISED OF NATIONAL EXPERTS WHO WILL DEVELOP AND FIELD TEST AN ASSESSMENT METHODOLOGY TO UNDERSTAND THE KEY PATHWAYS NECESSARY TO IMPROVE LIFE OUTCOMES FOR RESIDENTS LIVING IN AFFORDABLE HOUSING. ENTERPRISE COMMUNITY PARTNERS IS PROVIDING NEIGHBORHOOD ASSESSMENTS VIA ITS OPPORTUNITY 360 PROGRAM, AND IS LEADING ON POLICY AND SYSTEMS CHANGE. THE ASSESSMENTS WILL BE DESIGNED AND LED BY NATIONALLY RECOGNIZED EXPERTS FROM THE DARTMOUTH INSTITUTE OF HEALTH POLICY AND CLINICAL PRACTICE, THE HARVARD T.H. CHAN SCHOOL OF PUBLIC HEALTH, FOCUSING ON THE ENVIRONMENTAL CONTRIBUTORS TO HEALTH; AND COLUMBIA UNIVERSITY'S MAILMAN SCHOOL OF PUBLIC HEALTH LOOKING AT THE COMMUNITY LEVEL DETERMINANTS OF HEALTH. SUCCESS MEASURES, A SUBSIDIARY OF NEIGHBOR WORKS, WILL LEAD THE DATA COLLECTION PROCESS. THE PROJECT WILL TAKE PLACE IN A VARIETY OF EXISTING JONATHAN ROSE COMPANY AFFORDABLE HOUSING PROPERTIES USING A FACTORIAL DESIGN METHODOLOGY, WHICH SEEKS TO DISENTANGLE THE CAUSE AND EFFECT OF VARIOUS PROGRAM INTERVENTIONS UNDER DIFFERENT COMMUNITY CIRCUMSTANCES. WE WILL DEVELOP ASSESSMENT AND INTERVENTION TOOLS AND STRATEGIES THAT WILL BROADEN OUR UNDERSTANDING OF HOW INDIVIDUALS, BUILDING-BASED COMMUNITIES AND NEIGHBORHOODS INTERACT TO CREATE PATHWAYS TO OPPORTUNITY AND IMPROVED LIFE OUTCOMES FOR OUR RESIDENTS. ASSESSMENTS WILL BE MADE AT THE INDIVIDUAL, BUILDING AND COMMUNITY LEVELS.THE PURPOSE OF THE RESEARCH PROJECT IS TO DEVELOP ASSESSMENT AND INTERVENTION TOOLS TO MEASURE THE IMPACT AND COST EFFECTIVENESS OF IMPLEMENTING RESIDENT SERVICES IN LOW INCOME AFFORDABLE HOUSING COMMUNITIES. IT SEEKS TO DEVELOP THE TOOLS NECESSARY TO UNDERSTAND AND RESPOND TO THE COMPLEXITY OF THE ECOSYSTEM IN WHICH RESIDENTS LIVE, AND THE FACTORS THAT INFLUENCE THEIR INDIVIDUAL LIFE OUTCOMES. OUR APPROACH IS TO COLLECT BASELINE DATA ON IMPORTANT ASPECTS OF THIS ECOSYSTEM, MEASURE SOCIAL AND ENVIRONMENTAL IMPACT INTERVENTIONS AND COLLECT DATA TO ASSESS THAT IMPACT AT INTERVENTION SITES AND COMPARISON SITES. THE RESEARCH PROJECT SEEKS TO DEMONSTRATE THE EFFICACY OF THE COMMUNITIES OF OPPORTUNITY MODEL FOR RESIDENTS, OWNERS AND NEIGHBORHOODS, WITH THE GOAL OF SCALING SUCCESSFUL INTERVENTIONS.AN EXCITING AND UNIQUE FEATURE OF THIS PROJECT IS ITS FOCUS ON ENGAGING RESIDENTS AS PARTNERS IN THIS WORK, NOT ONLY IN THE ASSESSMENT PROCESS BUT ALSO AS CO-CREATORS OF INNOVATIVE, HOUSING-BASED APPROACHES TO IMPROVING THEIR HEALTH. A KEY ELEMENT OF OUR IMPLEMENTATION PLAN IS THE CONCEPT OF CO-PRODUCTION: INCLUDING THE RESIDENTS AS CO-DESIGNERS AND CO-IMPLEMENTERS OF THE INTERVENTIONS TO IMPROVE RESIDENT HEALTH OUTCOMES AND REDUCE HEALTH CARE COSTS. CO-PRODUCTION HAS PROVEN TO BE A KEY COMPONENT OF INCREASED RESIDENT PARTICIPATION AND IMPROVED OUTCOMES. POST-IMPLEMENTATION, WE WILL CARRY OUT RE-ASSESSMENTS AND CONDUCT A DETAILED EVALUATION OF THE RESULTS, COMPARING THE OUTCOMES OF THE INTERVENTION SITES WITH THE COMPARISON SITES. WE HYPOTHESIZE THIS DATA WILL INDICATE PATHWAYS TO INCREASE RESIDENT HEALTH AND WELLBEING, REDUCE HEALTH CARE COSTS AND PROPERTY OWNERSHIP COSTS, AND COMPARE THE EFFICACY OF THE RANGE OF INTERVENTIONS.AND THEN, WITH MEANINGFUL DATA, WORKING WITH ENTERPRISE, INTERVENING AT THE LEVEL OF PRIVATE FINANCING, AND PUBLIC CITY AND STATE HOUSING PROGRAMS, WE WILL SCALE THESE IDEAS, WITH THE VISION THAT ONE DAY, EVERY CHILD IN AMERICA WILL GROW UP IN A COMMUNITY OF OPPORTUNITY, REGARDLESS OF THE NEIGHBORHOOD IN WHICH THEY LIVE.
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IRS990/ProgSrvcAccomActy3Grp/Desc0TO CREATE AND PRESERVE STABLE, THRIVING COMMUNITIES BY ENABLING AND PROVIDING COMMUNITY INTERVENTIONS AND RESIDENT SERVICES IN AFFORDABLE HOUSING COMMUNITIES.
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IRS990/PYTotalRevenueAmt04183827
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0611113
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0785058
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03657975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02448282
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0658185
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0210275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07759775
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0381152
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0141764
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0102152
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0247196
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0437781
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0381152
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt028800
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01500
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01039495
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportPY509Pct00.83510
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0322797
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0225678
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0437781
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0986256
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0322797
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0225678
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0437781
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0986256
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0905381
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0648056
IRS990ScheduleA/Total509Grp/TotalAmt08886830
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01166210
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04183827
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03959879
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01075945
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0751708
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011137569
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0555097
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0941935
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0MONEY MARKET
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01166210
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt0941935
IRS990ScheduleD/TotalExpensesPerForm990Amt0555097
IRS990ScheduleD/TotalRevenuePerForm990Amt01166210
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01166210
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0555097
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COMMUNITY OPPORTUNITY FUND (COF) BELIEVES THAT AFFORDABLE AND MIXED-INCOME HOUSING CAN BE THE FOUNDATION OF EQUALIZING THE POOR DISTRIBUTION OF OPPORTUNITY IN THE US. WE ADVANCE OUR WORK BY CONTRIBUTING TO THEORIES OF OPPORTUNITY, PROVIDING PLATFORMS FOR RESEARCH, AND DATA COLLECTION, AND BY FUNDING OR ENGAGING IN THE DIRECT DELIVERY SERVICES ADDRESSING HEALTH, RACIAL, ECONOMIC, ENVIRONMENTAL, AND OTHER INEQUITIES RESIDENTS IN AFFORDABLE HOUSING IN THE US FACE. TOGETHER WITH RESIDENTS AND THEIR COMMUNITIES, COMMUNITY OPPORTUNITY FUND CREATES SCALABLE RESIDENT SERVICES, RESEARCHES THESE SOLUTIONS, AND USES THE DATA AND ANALYSIS PRODUCED TO SHIFT PUBLIC POLICY AND FUNDING TOWARDS CREATING THE CONDITIONS FOR RESIDENTS TO THRIVE. THE PURPOSE OF THE COMMUNITY OPPORTUNITY FUND IS AS FOLLOWS: - TO ASSIST PERSONS WITH LOW AND MODERATE INCOMES IN OBTAINING ACCESS TO A RANGE OF HEALTH, EDUCATIONAL, CULTURAL, SOCIAL, AND OTHER SERVICES AND ACTIVITIES THAT MAY ENHANCE THE QUALITY, WELLBEING AND OPPORTUNITY OF THEIR LIVES AND COMMUNITIES; - TO CREATE AND PRESERVE STABLE COMMUNITIES BY SPONSORING, INITIATING, DEVELOPING, FINANCING, AND/OR OPERATING A) AFFORDABLE, ELDERLY, AND/OR DISABLED HOUSING; AND B) COMMUNITY INTERVENTIONS THAT ENHANCE THE HEALTH, NUTRITION, EDUCATION, ECONOMIC, CULTURAL, SOCIAL SERVICE RESOURCES AVAILABLE TO AFFORDABLE, ELDERLY, AND/OR DISABLED HOUSING RESIDENTS. - TO SPONSOR, INITIATE, DEVELOP, FINANCE OR OPERATE RESEARCH PROJECTS THAT MEASURE THE EFFECTIVENESS OF SPONSORING AFFORDABLE, ELDERLY, AND/OR DISABLED HOUSING AND PROVIDING RELATED SOCIAL SERVICES TO ITS RESIDENTS AND SURROUNDING COMMUNITIES. - TO PROVIDE FINANCIAL AND TECHNICAL SUPPORT TO THOSE RESIDENT, NOT-FOR-PROFITS, AFFORDABLE HOUSING OWNERS, AND STAKEHOLDERS LIVING AND WORKING IN LOW-INCOME COMMUNITIES WHO SEEK TO ACHIEVE THE FOREGOING PURPOSES OF THE CORPORATION; AND - TO ENGAGE IN ANY LAWFUL ACT OR ACTIVITY IN FURTHERANCE OF THE FOREGOING, AS WELL AS OTHER CHARITABLE ACTIVITIES THAT COMBAT COMMUNITY DETERIORATION, LESSEN GOVERNMENT BURDEN AND ASSIST IN THE ELIMINATION OF RACIAL PREJUDICE AND DISCRIMINATION, PROVIDED SUCH ACTIVITIES ARE NOT IN VIOLATION, OR INCONSISTENT WITH, THE CORPORATION'S STATUS AS A CHARITABLE AND EDUCATIONAL ORGANIZATION UNDER SECTION 501(C)(3) OF THE CODE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD MEETS ON A REGULAR BASIS AND VOTES ON DECISIONS MADE FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING BODY REVIEWS BEFORE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION REGULARY AND CONSISTENTLY MONIOTRS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF ITNEREST POLICY BY ANNUAL REPORTING AT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAM FEES: PROGRAM SERVICE EXPENSES 466,913. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 466,913.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONTRIBUTION 36,933.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0COMMUNITY OPPORTUNITY FUND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt1COMMUNITY OPPORTUNITY FUND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0883821896
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1831445138
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1NY
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct11.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0REAL ESTATE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1REAL ESTATE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0COF HOUSING LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1COMMUNITY OPPORTUNITY FUND HOLDINGS LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt0-1395
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt123797
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0144 MAIN STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1144 MAIN STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0COLD SPRING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1COLD SPRING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd010516
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd110516
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt0JRC FC HOLDINGS LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt1JRC FC HOLDINGS LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt2RCH BOWIN PARTNERS LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt3RCH LAKELAND PARTNERS LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt4RCH BJ WRIGHT GP LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt5RCH BJ WRIGHT GP LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt6RCH BOWIN PARTNERS LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd20
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd30
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd40
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd50
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd60
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0352627999
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd50
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd60
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd3NY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd4NY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd5NY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd6NY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct00.45560
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct10.45560
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct20.05000
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct30.05000
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct40.05020
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct50.05000
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct60.02500
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0REAL ESTATE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt1REAL ESTATE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt2REAL ESTATE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt3REAL ESTATE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt4REAL ESTATE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt5REAL ESTATE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt6REAL ESTATE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0RCH LA MESA SPRINGS GP LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1RCH MIRAMAR TOWER GP LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt2RCH BOWIN PRESERVATION GP LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt3RCH LAKELAND PRESERVATION GP LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt4BJ WRIGHT GP LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt5BJ WRIGHT DEVELOPER LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt6BOWIN PRESERVATION DEVELOPER LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt063084
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt1727920
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt21105
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt3749642
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt45683728

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