Civic Intelligence

Cdfi Friendly Bloomington Inc.

990 • Fiscal year 2021 • EIN 83-3678930

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 09, 2022

Organization ProfileWWW.CDFIFRIENDLYBTOWN.ORG
100 S College AvenueBloomington, IN 47404

(651) 500-9968

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

68th percentile

24%

Higher net margin than 68% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

65th percentile

$88,861

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 33.9% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

18th percentile

-2.8%

Faster asset growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-76%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$2,104,258

Down $60,069 (-2.8%) from 2020

Net Assets

Down

$2,104,258

Down $60,069 (-2.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin68th percentile

Revenue

Down

$261,921

Down $819,444 (-76%) from 2020

Expenses

Up

$198,615

Up $86,767 (+78%) from 2020

Net Income

Down

$63,306

Down $906,211 (-93%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2019: $1,022,232Liabilities 2019: $0Net Assets 2019: $1,022,2322019Assets 2020: $2,164,327Liabilities 2020: $0Net Assets 2020: $2,164,3272020Assets 2021: $2,104,258Liabilities 2021: $0Net Assets 2021: $2,104,2582021Assets 2022: $2,273,620Liabilities 2022: $0Net Assets 2022: $2,273,6202022Assets 2023: $2,210,563Liabilities 2023: $5,757Net Assets 2023: $2,204,8062023Assets 2024: $2,301,458Liabilities 2024: $56,796Net Assets 2024: $2,244,6622024

Highlighted filing

2021

Assets$2,104,258
Liabilities$0
Net Assets$2,104,258
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2019: $1,066,979Expenses 2019: $90,151Net Income 2019: $976,8282019Revenue 2020: $1,081,365Expenses 2020: $111,848Net Income 2020: $969,5172020Revenue 2021: $261,921Expenses 2021: $198,615Net Income 2021: $63,3062021Revenue 2022: $186,607Expenses 2022: $122,875Net Income 2022: $63,7322022Revenue 2023: $125,286Expenses 2023: $194,100Net Income 2023: -$68,8142023Revenue 2024: $473,448Expenses 2024: $433,601Net Income 2024: $39,8472024

Highlighted filing

2021

Revenue$261,921
Expenses$198,615
Net Income$63,306
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 9, 2022
Return Version
2021v4.2
Gross Receipts
$261,921
Mission and Program Overview

Mission

The organizations purpose is to strengthen the communities of bloomington, monroe county and the neighboring regions of south central indiana, and improve the economic conditions of its lower income residents, by assisting community development financial institutions and other organizations to provide low-cost, accessible, flexible, affordable financing for housing, job development, charitable and educational services and other community projects.

To improve the economic welfare of bloomington, in, and surrounding areas by helping local community development projects access flexible, affordable capital from community development financial institutions (cdfis) or other organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$837,935$685,316▼ $152,619
Other Notes and Loans Receivable, Net$105,212$325,225▲ $220,013
Cash and Non-Interest-Bearing Accounts$60,376$44,058▼ $16,318
Pledges and Grants Receivable$90,000$40,000▼ $50,000
Total Assets$2,164,327$2,104,258▼ $60,069
Other Assets Total$1,070,804$1,009,659▼ $61,145
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,994,447$1,939,093▼ $55,354
Net Assets Without Donor Restrictions$169,880$165,165▼ $4,715
Total Net Assets Fund Balance$2,164,327$2,104,258▼ $60,069
Total Liabilities and Net Assets / Fund Balance$2,164,327$2,104,258▼ $60,069

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,009,659--
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian PayneExecutive DirectorFT$87,692$1,169$88,861

Board Members and Trustees

NameTitle
Tina PetersonPresident
Cindy KinnarneyDirector
John HamiltonDirector
Scot WrightDirector
Scott ShishmanDirector
Jane KupersmithSecretary
Warren CutshallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$259,858
Program Service Revenue
$0
Investment Income
$2,063
Other Revenue
$0
All Other Contributions
$259,858
Change in Net Assets
$63,306
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$101,244
Other Expenses$97,371
Total Fundraising Expense$5,102
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$52,953$31,419$4,489$88,861
Fees for Services Accounting$10,750--$10,750
Payroll Taxes$5,493$3,318$458$9,269
Other Salaries and Wages$1,453$846$120$2,419
Other Expenses$945--$945
Other Employee Benefits$417$243$35$695
Fees for Services Legal$450--$450
Travel$270--$270
Total Functional Expenses$157,687$35,826$5,102$198,615
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
Backup withholding compliance
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
No
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

“The board of directors receives a copy of the completed 990, for their review.”

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

“Cdfi friendly bloomington, inc. Maintains a mandatory conflict of interest policy, of which directors are apprised pror to their appointment. All directors and key employees must comply with the conflict of interest policy. On an annual basis, staff and directors must disclose any actual or appearance of conflict of interest to the board in writing. That disclosure form also serves as the individual's agreement to the conflict of interest policy.”

Form 990, Part VI, Section B, Line 15A

“Compensation is set by the board of directors based upon recommendations of the executive director.”

Form 990, Part VI, Section C, Line 19

“Governing documents have been filed with the state of indiana and are available upon request.”

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

“There was no change in the current year in the process of reviewing the 990 prior to filing.”

Filing and Contact Details

Filer

Filer Name
Cdfi Friendly Bloomington Inc
EIN
83-3678930
Phone
6515009968
Address
100 S COLLEGE AVENUE, BLOOMINGTON, IN 47404

Signing Officer

Name
Brian Payne
Title
Executive Director
Phone
6515009968
Signed
2022-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Payne
Formed
2018
Legal Domicile
In
Voting Board Members
7
Independent Board Members
7
Employees
2
Volunteers
15

Preparer

Firm
Blue & Co LLC
Address
813 WEST SECOND STREET, SEYMOUR, IN 47274
Preparer
Kandy L Wischmeier
Phone
8125228416
Raw XML Appendix367 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO IMPROVE THE ECONOMIC WELFARE OF BLOOMINGTON, IN, AND SURROUNDING AREAS BY HELPING LOCAL COMMUNITY DEVELOPMENT PROJECTS ACCESS FLEXIBLE, AFFORDABLE CAPITAL FROM COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS (CDFIS) OR OTHER ORGANIZATIONS.
IRS990/AllOtherContributionsAmt0259858
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum06515009968
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 S COLLEGE AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0BLOOMINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd047404
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt060376
IRS990/CashNonInterestBearingGrp/EOYAmt044058
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt04489
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt031419
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt052953
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt088861
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0259858
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02063
IRS990/CYOtherExpensesAmt097371
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt063306
IRS990/CYSalariesCompEmpBnftPaidAmt0101244
IRS990/CYTotalExpensesAmt0198615
IRS990/CYTotalFundraisingExpenseAmt05102
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0261921
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE ORGANIZATION'S CENTRAL PURPOSE, WHICH IS TO IDENTIFY AND SUPPORT LOCAL AND REGIONAL NONPROFITS, SMALL BUSINESSES, AND OTHER COMMUNITY DEVELOPMENT PROJECTS IN THEIR EFFORTS TO SECURE AFFORDABLE FINANCING. IN 2019, THAT FUNDED A FULL-TIME EXECUTIVE DIRECTOR'S WORK TO PROMOTE LOCAL PROJECTS TO CDFIS AND OTHER FINANCIERS, AND PROVIDE TECHNICAL ASSISTANCE AND SUPPORT TO HE BORROWERS. THESE EFFORTS SERVED DOZENS OF COMMUNITY PROJECTS IN THEIR PURSUIT OF FINANCING, AND SUCCESSFULLY FACILITATED MORE THAN $9,000,000 IN CDFI FINANCING FOR LOCAL PROJECTS. THOSE PROJECTS SUPPORTED THE ONGOING CONSTRUCTION OF 50 AFFORDABLE HOUSING UNITS, DOZENS OF CONSTRUCTION JOBS, AND FORGED NEW RELATIONSHIPS BETWEEN LOCAL NONPROFITS AND REGIONAL AND NATIONAL INVESTORS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01994447
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01939093
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0157687
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt010750
IRS990/FeesForServicesAccountingGrp/TotalAmt010750
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0450
IRS990/FeesForServicesLegalGrp/TotalAmt0450
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt71169
IRS990/Form990PartVIISectionAGrp/PersonNm0SCOT WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm1SCOTT SHISHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2CINDY KINNARNEY
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN HAMILTON
IRS990/Form990PartVIISectionAGrp/PersonNm4WARREN CUTSHALL
IRS990/Form990PartVIISectionAGrp/PersonNm5JANE KUPERSMITH
IRS990/Form990PartVIISectionAGrp/PersonNm6TINA PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm7BRIAN PAYNE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt787692
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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02018
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0261921
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02063
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02063
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATIONS PURPOSE IS TO STRENGTHEN THE COMMUNITIES OF BLOOMINGTON, MONROE COUNTY AND THE NEIGHBORING REGIONS OF SOUTH CENTRAL INDINANA, AND IMPROVE THE ECONOMIC CONDITIONS OF ITS LOWER INCOME RESIDENTS, BY ASSISTING COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS AND OTHER ORGANIZATIONS TO PROVIDE LOW-COST, ACCESSIBLE, FLEXIBLE, AFFORDABLE FINANCING FOR HOUSING, JOB DEVELOPMENT, CHARITABLE AND EDUCATIONAL SERVICES AND OTHER COMMUNITY PROJECTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02164327
IRS990/NetAssetsOrFundBalancesEOYAmt02104258
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0169880
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0165165
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01070804
IRS990/OtherAssetsTotalGrp/EOYAmt01009659
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt035
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0243
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0417
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0695
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPORT
IRS990/OtherExpensesGrp/Desc1MISC ADMIN
IRS990/OtherExpensesGrp/ProgramServicesAmt084956
IRS990/OtherExpensesGrp/ProgramServicesAmt1945
IRS990/OtherExpensesGrp/TotalAmt084956
IRS990/OtherExpensesGrp/TotalAmt1945
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0120
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0846
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01453
IRS990/OtherSalariesAndWagesGrp/TotalAmt02419
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0105212
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0325225
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0458
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03318
IRS990/PayrollTaxesGrp/ProgramServicesAmt05493
IRS990/PayrollTaxesGrp/TotalAmt09269
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt090000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt040000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRIAN PAYNE
IRS990/PriorPeriodAdjustmentsAmt0-123375
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01068422
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04943
IRS990/PYOtherExpensesAmt06828
IRS990/PYOtherRevenueAmt08000
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0969517
IRS990/PYSalariesCompEmpBnftPaidAmt0105020
IRS990/PYTotalExpensesAmt0111848
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01081365
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt063306
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0837935
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0685316
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0CDFI FRIENDLY BLOOMINGTON, INC. AND THE COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY HAVE ENTERED INTO A FISCAL SPONSORSHIP AGREEMENT. WHILE THE COMMUNITY FOUNDATION (CFBMC) WAS A CO-FOUNDING MEMBER OF THIS ORGANIZATION, THE GOVERNING DOCUMENTS OD CDFI FRIENDLY BLOOMINGTON, INC. DO NOT SPECIFICALLY MENTION CFBMC AS A FISCAL SPONSOR. PER THE TERMS OF THE FISCAL SPONOSHIPS AGREEMENT, CFBMC ALLOWS CDFI FRIENDLY BLOOMINGTON, INC. TO USE ITS HUMAN RESOURCES, CONTROLLER, AND OTHER ADMINISTRATIVE SERVICES. HOWEVER, CFBMC EXERTS NO CONTROL OVER THE APPOINTMENT OF DIRECTORS TO THE CDFI FRIENDLY BLOOMINGTON, INC. GOVERNING BOARD.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCH A PART I LINE 21
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0259858
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01068422
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01200000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0186500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02714780
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02063
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04943
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06979
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013985
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt01523080
IRS990ScheduleA/SubstantialContributorsTotAmt01191700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0259858
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01068422
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01200000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0186500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02714780
IRS990ScheduleA/TotalSupportAmt02728765
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01009659
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTEREST IN NET ASSETS HELD AT THE CF OF BLOOMINGTON AND MONROE COUNTY, INC
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01009659
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS RECEIVES A COPY OF THE COMPLETED 990, FOR THEIR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CDFI FRIENDLY BLOOMINGTON, INC. MAINTAINS A MANDATORY CONFLICT OF INTEREST POLICY, OF WHICH DIRECTORS ARE APPRISED PROR TO THEIR APPOINTMENT. ALL DIRECTORS AND KEY EMPLOYEES MUST COMPLY WITH THE CONFLICT OF INTEREST POLICY. ON AN ANNUAL BASIS, STAFF AND DIRECTORS MUST DISCLOSE ANY ACTUAL OR APPEARANCE OF CONFLICT OF INTEREST TO THE BOARD IN WRITING. THAT DISCLOSURE FORM ALSO SERVES AS THE INDIVIDUAL'S AGREEMENT TO THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS SET BY THE BOARD OF DIRECTORS BASED UPON RECOMMENDATIONS OF THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS HAVE BEEN FILED WITH THE STATE OF INDIANA AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE WAS NO CHANGE IN THE CURRENT YEAR IN THE PROCESS OF REVIEWING THE 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11A
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02164327
IRS990/TotalAssetsEOYAmt02104258
IRS990/TotalAssetsGrp/BOYAmt02164327
IRS990/TotalAssetsGrp/EOYAmt02104258
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0259858
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05102
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035826
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0157687
IRS990/TotalFunctionalExpensesGrp/TotalAmt0198615
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02164327
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02104258
IRS990/TotalOtherCompensationAmt01169
IRS990/TotalProgramServiceExpensesAmt0157687
IRS990/TotalReportableCompFromOrgAmt087692
IRS990/TotalRevenueGrp/ExclusionAmt02063
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0261921
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02164327
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02104258
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0270
IRS990/TravelGrp/TotalAmt0270
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 S COLLEGE AVENUE
IRS990/USAddress/CityNm0BLOOMINGTON
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd047404
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.CDFIFRIENDLYBTOWN.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN PAYNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06515009968
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CDFI FRIENDLY BLOOMINGTON INC
ReturnHeader/Filer/BusinessNameControlTxt0CDFI
ReturnHeader/Filer/EIN0833678930
ReturnHeader/Filer/PhoneNum06515009968
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 S COLLEGE AVENUE
ReturnHeader/Filer/USAddress/CityNm0BLOOMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047404
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351178661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLUE & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0813 WEST SECOND STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEYMOUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047274
ReturnHeader/PreparerPersonGrp/PhoneNum08125228416
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KANDY L WISCHMEIER
ReturnHeader/ReturnTs02022-11-14T15:49:27-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PAYNE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,104,258
Liabilities
$0
Net assets
$2,104,258
Revenue
$261,921
Expenses
$198,615
Net income
$63,306
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.30$0.06$2.24$0.47$0.43$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.21$0.01$2.20$0.13$0.19$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.19$0.12$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.26$0.20$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$1.08$0.11$0.97
2019Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$1.07$0.09$0.98