Civic Intelligence

Transform Finance Inc

EIN 84-2283500 • 501(c)3 • New York, NY

Profile

To align capital with social justice values, and help activists and community leaders access capital as a tool for transformative social change. We empower community leaders to shape how capital flows affect them - both in terms of holding capital accountable and having a say in its deployment - by demystifying finance and building capacity for activists and community leaders. We support members of the community who have historically been excluded from capital decisions to reclaim their seat at the table. We support investors committed to deepening their impact investment practice to adopt transformative approaches and demonstrate the viability of the approach via education, concrete tools and strategies, and overall guidance. We foster a new discourse and collaboration between these two sets of previously disconnected stakeholders - investors and social justice practitioners - by creating connections, breaking down barriers of knowledge and values, and facilitating dialogue.

447 BroadwayNew York, NY 10013

transformfinance.org

Siviq Scores

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

Liabilities / Assets

58th percentile

0.10x

Higher debt load relative to assets than 58% of similar nonprofits.

NTEE S • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.09x

Higher debt load relative to revenue than 61% of similar nonprofits.

NTEE S • $500k-$1M nonprofits • Source year 2024

Net Margin

10th percentile

-30%

Higher net margin than 10% of similar nonprofits.

NTEE S • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

86th percentile

$145,518

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 26.5% of source-year revenue.

NTEE S • $500k-$1M nonprofits • Source year 2024

Asset Growth

14th percentile

-21%

Faster asset growth than 14% of similar nonprofits.

NTEE S • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

38%

Faster revenue growth than 79% of similar nonprofits.

NTEE S • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$525,099

Down $143,815 (-21%) from 2023

Liabilities

Up

$52,124

Up $22,736 (+77%) from 2023

Net Assets

Down

$472,975

Down $166,551 (-26%) from 2023

Revenue

Up

$550,034

Up $150,642 (+38%) from 2023

Expenses

Up

$716,585

Up $94,224 (+15%) from 2023

Net Income

Up

-$166,551

Up $56,418 (+25%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2019: $451,365Liabilities 2019: $25,650Net Assets 2019: $425,7152019Assets 2020: $414,607Liabilities 2020: $141,886Net Assets 2020: $272,7212020Assets 2021: $360,507Liabilities 2021: $44,320Net Assets 2021: $316,1872021Assets 2022: $1,139,613Liabilities 2022: $277,117Net Assets 2022: $862,4962022Assets 2023: $668,914Liabilities 2023: $29,388Net Assets 2023: $639,5262023Assets 2024: $525,099Liabilities 2024: $52,124Net Assets 2024: $472,9752024

Highlighted filing

2024

Assets$525,099
Liabilities$52,124
Net Assets$472,975

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2019: $536,258Expenses 2019: $110,543Net Income 2019: $425,7152019Revenue 2020: $494,676Expenses 2020: $647,670Net Income 2020: -$152,9942020Revenue 2021: $529,498Expenses 2021: $486,032Net Income 2021: $43,4662021Revenue 2022: $989,329Expenses 2022: $443,020Net Income 2022: $546,3092022Revenue 2023: $399,392Expenses 2023: $622,361Net Income 2023: -$222,9692023Revenue 2024: $550,034Expenses 2024: $716,585Net Income 2024: -$166,5512024

Highlighted filing

2024

Revenue$550,034
Expenses$716,585
Net Income-$166,551

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$550,034
Mission and Program Overview

Mission

To align capital with social justice values, and help activists and community leaders access capital as a tool for transformative social change. We empower community leaders to shape how capital flows affect them - both in terms of holding capital accountable and having a say in its deployment - by demystifying finance and building capacity for activists and community leaders. We support members of the community who have historically been excluded from capital decisions to reclaim their seat at the table. We support investors committed to deepening their impact investment practice to adopt transformative approaches and demonstrate the viability of the approach via education, concrete tools and strategies, and overall guidance. We foster a new discourse and collaboration between these two sets of previously disconnected stakeholders - investors and social justice practitioners - by creating connections, breaking down barriers of knowledge and values, and facilitating dialogue.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$286,836$498,974▲ $212,138
Pledges and Grants Receivable$370,000--
Accounts Receivable$8,600$26,125▲ $17,525
Total Assets$668,914$525,099▼ $143,815
Other Assets Total$3,478$0▼ $3,478
Liabilities
Deferred Revenue-$27,676-
Accounts Payable and Accrued Expenses$25,790$24,448▼ $1,342
Other Liabilities$3,598$0▼ $3,598
Total Liabilities$29,388$52,124▲ $22,736
Net Assets / Fund Balance
Net Assets With Donor Restrictions$295,764$411,155▲ $115,391
Net Assets Without Donor Restrictions$343,762$61,820▼ $281,942
Total Net Assets Fund Balance$639,526$472,975▼ $166,551
Total Liabilities and Net Assets / Fund Balance$668,914$525,099▼ $143,815
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Curtis LyonDirector/executive DirectorFT$141,843$3,675$145,518
Andrea ArmeniBoard MemberFT$48,000-$48,000

Board Members and Trustees

NameTitle
Aner Ben-amiChair
Cathy AlbisaBoard President
Chid LibertyBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$425,544
Program Service Revenue
$124,490
Investment Income
$0
Other Revenue
$0
All Other Contributions
$425,544
Change in Net Assets
$-166,551

Audited Revenue Reconciliation

Revenue per Audited Statements
$550,034
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$550,034
Total Revenue per Form 990
$550,034
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$518,865
Other Expenses$197,720
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$151,981$63,914-$215,895
Current Officers, Directors, Trustees, and Key Employees$165,700$22,300-$188,000
Other Employee Benefits$54,936$32,919-$87,855
Payroll Taxes$20,585$6,530-$27,115
Travel$14,509--$14,509
Office Expenses$158$13,252-$13,410
Fees for Services Accounting-$13,239-$13,239
Fees for Services Legal-$11,299-$11,299
Insurance-$742-$742
Other Expenses$27$350-$377
Total Functional Expenses$549,386$167,199$0$716,585

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$716,585
Total Expenses per Audited Statements$716,585
Total Expenses per Form 990$716,585
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
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 A, Line 8A

This is not being performed, but will be implememented by the next meeting.

Form 990, Part VI, Section A, Line 8B

This is not being performed, but will be implememented by the next meeting.

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

Form 990 is prepared by the organization's external accountants. The return is submitted to the board of directors for review and approval.

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

Explanation of monitoring and enforcemnet of conflicts all members of the board of directors complete and sign a conflict of interest disclosure on an annual basis. These disclosures are reviewed by the board of directors on an annual basis. To date, there has been no enforcement because no conflicts have been identified.

Form 990, Part VI, Section B, Line 15

Compensation review & approval process - officers and key employees the executive director and treasurer/deputy director's compensation were determined based on a comparison of the compensation paid to executive director and deputy director's of other nonprofit organizations. The compensation were discussed and approved by the board of directors.

Form 990, Part VI, Section C, Line 19

Public inspection: conflict of interest policy and financial statements are available upon request. Governing documents are not made available to the public.

Filing and Contact Details

Filer

Filer Name
Transform Finance Inc
EIN
84-2283500
Phone
6177337773
Address
447 BROADWAY, NEW YORK, NY 10013

Signing Officer

Name
Curt Lyon
Title
Executive Director
Phone
6177337773
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Curt Lyon
Formed
2019
Legal Domicile
De
Voting Board Members
5
Independent Board Members
3
Employees
4
Volunteers
0

Preparer

Firm
Weaver and Tidwell Llp
Address
ONE PENNSYLVANIA PLAZA STE 2800, NEW YORK, NY 10119
Preparer
Matthew Simon
Phone
2126955003
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The organization's board of directors assumes responsibility for oversight of the review of its financial statements and selection of an independent accountant.

Financial Statement Notes

PART X, LINE 2:

Us gaap require organization management to evaluate tax positions taken by the organization and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Management has analyzed the tax positions taken by the organization, and has concluded that as of december 31, 2024, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The executive director believes it is no longer subject to federal income tax examinations for years prior to 2022.

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IRS990/ProgSrvcAccomActyOtherGrp/Desc0CONTINUE TO DEVELOP RESOURCE DATABASE ON WEBSITE, INCLUDING A NEW LEARNING HUB ON ALTERNATIVE OWNERSHIP ENTERPRISES. SUPPORT A VARIETY OF FIELD INITIATIVES BY PARTICIPATING IN WORKING GROUPS, STEERING COMMITTEES, AND BRAIN TRUSTS. PARTICIPATED IN A CIVIL ASSESSMENT ROUNDTABLE FOR WELLS FARGO. HELD INTRODUCTORY CONVERSATIONS WITH OUR AUDIENCE AND STAKEHOLDERS. PRESENTED AT A VARIETY OF CONFERENCES AND OTHER ORGANIZATIONAL EVENTS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0100621
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0250000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0193429
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0149392
IRS990/PYRevenuesLessExpensesAmt0-222969
IRS990/PYSalariesCompEmpBnftPaidAmt0428932
IRS990/PYTotalExpensesAmt0622361
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0399392
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-166551
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0CONSULTING INCOME - 2020 AMOUNT: $ 174,500. 2021 AMOUNT: $ 36,133. 2022 AMOUNT: $ 124,299. 2023 AMOUNT: $ 149,392. 2024 AMOUNT: $ 124,490. PAYPAL SALES - 2020 AMOUNT: $ 1,400. TRAINING INCOME - 2020 AMOUNT: $ 2,525.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0425544
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0250000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0865100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0493365
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0316251
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02350260
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0124490
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0149392
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0124299
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt036133
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0178425
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0612739
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.79320
IRS990ScheduleA/PublicSupportPY509Pct00.82250
IRS990ScheduleA/PublicSupportTotal509Amt02350260
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0425544
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0250000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0865100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0493365
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0316251
IRS990ScheduleA/Total509Grp/TotalAmt02350260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0550034
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0399392
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0989399
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0529498
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0494676
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02962999
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/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0716585
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0550034
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0US GAAP REQUIRE ORGANIZATION MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE EXECUTIVE DIRECTOR BELIEVES IT IS NO LONGER SUBJECT TO FEDERAL INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2022.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0716585
IRS990ScheduleD/TotalRevenuePerForm990Amt0550034
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0550034
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0716585
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS IS NOT BEING PERFORMED, BUT WILL BE IMPLEMEMENTED BY THE NEXT MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS IS NOT BEING PERFORMED, BUT WILL BE IMPLEMEMENTED BY THE NEXT MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS PREPARED BY THE ORGANIZATION'S EXTERNAL ACCOUNTANTS. THE RETURN IS SUBMITTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPLANATION OF MONITORING AND ENFORCEMNET OF CONFLICTS ALL MEMBERS OF THE BOARD OF DIRECTORS COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE ON AN ANNUAL BASIS. THESE DISCLOSURES ARE REVIEWED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. TO DATE, THERE HAS BEEN NO ENFORCEMENT BECAUSE NO CONFLICTS HAVE BEEN IDENTIFIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION REVIEW & APPROVAL PROCESS - OFFICERS AND KEY EMPLOYEES THE EXECUTIVE DIRECTOR AND TREASURER/DEPUTY DIRECTOR'S COMPENSATION WERE DETERMINED BASED ON A COMPARISON OF THE COMPENSATION PAID TO EXECUTIVE DIRECTOR AND DEPUTY DIRECTOR'S OF OTHER NONPROFIT ORGANIZATIONS. THE COMPENSATION WERE DISCUSSED AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PUBLIC INSPECTION: CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE REVIEW OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
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 B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/StatesWhereCopyOfReturnIsFldCd1DE
IRS990/StatesWhereCopyOfReturnIsFldCd2WV
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0668914
IRS990/TotalAssetsEOYAmt0525099
IRS990/TotalAssetsGrp/BOYAmt0668914
IRS990/TotalAssetsGrp/EOYAmt0525099
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0425544
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0167199
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0549386
IRS990/TotalFunctionalExpensesGrp/TotalAmt0716585
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt029388
IRS990/TotalLiabilitiesEOYAmt052124
IRS990/TotalLiabilitiesGrp/BOYAmt029388
IRS990/TotalLiabilitiesGrp/EOYAmt052124
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0639526
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0472975
IRS990/TotalOtherCompensationAmt03675
IRS990/TotalOtherProgSrvcExpenseAmt0100621
IRS990/TotalProgramServiceExpensesAmt0549386
IRS990/TotalProgramServiceRevenueAmt0124490
IRS990/TotalReportableCompFromOrgAmt0189843
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0124490
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0550034
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0668914
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0525099
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt014509
IRS990/TravelGrp/TotalAmt014509
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0447 BROADWAY
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010013
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0TRANSFORMFINANCE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CURT LYON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06177337773
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRANSFORM FINANCE INC
ReturnHeader/Filer/BusinessNameControlTxt0TRAN
ReturnHeader/Filer/EIN0842283500
ReturnHeader/Filer/PhoneNum06177337773
ReturnHeader/Filer/USAddress/AddressLine1Txt0447 BROADWAY
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010013
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750786316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEAVER AND TIDWELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PENNSYLVANIA PLAZA STE 2800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010119

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