Civic Intelligence

Dreamspring

990 • Fiscal year 2013 • EIN 85-0417347

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 11, 2014

Organization ProfileWWW.ACCIONNM.ORG
2000 Zearing Avenue NW87104

(505) 243-8844

Siviq Scores

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

Liabilities / Assets

77th percentile

0.62x

Higher debt load relative to assets than 77% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

90th percentile

3.15x

Higher debt load relative to revenue than 90% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

80th percentile

23%

Higher net margin than 80% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

53rd percentile

$172,758

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

87th percentile

22%

Faster asset growth than 87% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

79th percentile

23%

Faster revenue growth than 79% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$21,202,211

Up $3,803,686 (+22%) from 2012

Net Assets

Down

$8,047,755

Down $756,757 (-8.6%) from 2012

Liabilities

Up

$13,154,456

Up $4,560,443 (+53%) from 2012

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin80th percentile

Revenue

$4,174,082

No earlier filing loaded for comparison.

Expenses

Up

$3,210,424

Up $274,151 (+9.3%) from 2012

Net Income

$963,658

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$300M$200M$100M$0Assets 2010: $15,731,671Liabilities 2010: $8,270,402Net Assets 2010: $7,461,2692010Assets 2011: $15,745,680Liabilities 2011: $8,178,864Net Assets 2011: $7,566,8162011Assets 2012: $17,398,525Liabilities 2012: $8,594,013Net Assets 2012: $8,804,5122012Assets 2013: $21,202,211Liabilities 2013: $13,154,456Net Assets 2013: $8,047,7552013Assets 2014: $28,912,372Liabilities 2014: $19,571,814Net Assets 2014: $9,340,5582014Assets 2015: $33,621,734Liabilities 2015: $22,490,714Net Assets 2015: $11,131,0202015Assets 2016: $45,026,211Liabilities 2016: $31,661,981Net Assets 2016: $13,364,2302016Assets 2017: $51,361,775Liabilities 2017: $37,757,084Net Assets 2017: $13,604,6912017Assets 2018: $56,147,046Liabilities 2018: $40,769,434Net Assets 2018: $15,377,6122018Assets 2019: $51,851,931Liabilities 2019: $38,669,968Net Assets 2019: $13,181,9632019Assets 2020: $92,025,236Liabilities 2020: $76,445,793Net Assets 2020: $15,579,4432020Assets 2021: $203,163,761Liabilities 2021: $171,176,439Net Assets 2021: $31,987,3222021Assets 2022: $95,789,629Liabilities 2022: $58,236,884Net Assets 2022: $37,552,7452022Assets 2023: $72,311,430Liabilities 2023: $47,631,443Net Assets 2023: $24,679,9872023Assets 2024: $69,204,204Liabilities 2024: $44,192,462Net Assets 2024: $25,011,7422024

Highlighted filing

2013

Assets$21,202,211
Liabilities$13,154,456
Net Assets$8,047,755
Open 2013 Filing

Operations Trend

Revenue Growth79th percentile

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

$30M$20M$10M$0-$10MRevenue 2010: $3,225,669Expenses 2010: $3,223,050Net Income 2010: $2,6192010Revenue 2011: $2,777,972Expenses 2011: $2,676,127Net Income 2011: $101,8452011Expenses 2012: $2,936,2732012Revenue 2013: $4,174,082Expenses 2013: $3,210,424Net Income 2013: $963,6582013Revenue 2014: $5,609,383Expenses 2014: $4,154,828Net Income 2014: $1,454,5552014Revenue 2015: $7,409,366Expenses 2015: $5,642,478Net Income 2015: $1,766,8882015Revenue 2016: $9,015,993Expenses 2016: $6,925,469Net Income 2016: $2,090,5242016Revenue 2017: $8,329,686Expenses 2017: $8,277,592Net Income 2017: $52,0942017Revenue 2018: $11,707,473Expenses 2018: $9,848,681Net Income 2018: $1,858,7922018Revenue 2019: $9,666,881Expenses 2019: $12,190,987Net Income 2019: -$2,524,1062019Revenue 2020: $17,695,562Expenses 2020: $15,515,956Net Income 2020: $2,179,6062020Revenue 2021: $25,298,598Expenses 2021: $9,091,537Net Income 2021: $16,207,0612021Revenue 2022: $25,867,927Expenses 2022: $20,150,364Net Income 2022: $5,717,5632022Revenue 2023: $14,674,824Expenses 2023: $23,123,632Net Income 2023: -$8,448,8082023Revenue 2024: $14,527,292Expenses 2024: $14,283,162Net Income 2024: $244,1302024

Highlighted filing

2013

Revenue$4,174,082
Expenses$3,210,424
Net Income$963,658
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 11, 2014
Return Version
2013v3.0
Gross Receipts
$7,997,756
Mission and Program Overview

Mission

Dreamspring provides tools to help small businesses operate, grow or start their businesses. We increase access to business credit, make loans and provide training to help entrepreneurs thrive.

Accion new mexico provides tools to help small businesses operate, grow or start their businesses. We increase access to business credit, make loans and provide training to help entrepreneurs thrive.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$6,983,689$11,418,221▲ $4,434,532
Land, Buildings, and Equipment, Net$3,332,976$3,266,015▼ $66,961
Cash and Non-Interest-Bearing Accounts$1,802,875$2,977,248▲ $1,174,373
Pledges and Grants Receivable$529,823$1,655,785▲ $1,125,962
Investments in Publicly Traded Securities$4,259,590$1,447,722▼ $2,811,868
Investments Other Securities$104,953$84,570▼ $20,383
Savings and Temporary Cash Investments$40,711$71,675▲ $30,964
Accounts Receivable$115,682$57,231▼ $58,451
Prepaid Expenses and Deferred Charges$14,574$17,197▲ $2,623
Total Assets$17,398,545$21,202,211▲ $3,803,666
Other Assets Total$213,672$206,547▼ $7,125
Liabilities
Unsecured Notes Loans Payable$7,440,850$9,292,349▲ $1,851,499
Mortgage Notes Payable Secured by Investment Property$2,730,485$3,609,575▲ $879,090
Accounts Payable and Accrued Expenses$127,729$252,532▲ $124,803
Total Liabilities$10,299,064$13,154,456▲ $2,855,392
Net Assets / Fund Balance
Unrestricted Net Assets$4,691,988$5,754,657▲ $1,062,669
Permanently Rstr Net Assets$1,876,341$1,877,671▲ $1,330
Temporarily Rstr Net Assets$531,152$415,427▼ $115,725
Total Net Assets Fund Balance$7,099,481$8,047,755▲ $948,274
Total Liabilities and Net Assets / Fund Balance$17,398,545$21,202,211▲ $3,803,666

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,010,783$209,811$2,220,594
Land$1,003,216-$1,003,216
Equipment$252,016$221,463$473,479

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,376,341$1,330▲ $240,245$226,803$1,377,671
2012$1,294,069$28,680▲ $148,767$83,310$1,376,341
2011$1,150,110$6,397▲ $150,856-$1,294,069
2010$1,117,463$32,647▲ $82,170$71,791$1,150,110
2009$852,271$139,395▲ $264,734$130,417$1,117,463
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne Haines YatskowitzPresident & CEOFT$167,219$5,539$172,758
Lynn TrojahnVice Pres of AdvanceFT$149,196$17,370$166,566
Greg HendersonVice Pres of FinanceFT$81,201$15,163$96,364
Leslie HoffmanVice Pres of LendingFT$16,857$2,209$19,066

Board Members and Trustees

NameTitle
Michelle CoonsChair
Lorna WigginsImmediate Past Chair
Bob MurphyDirector
Bruce LeisingDirector
Carol Mayo CochranDirector
Jb HolstonDirector
John a CareyDirector
Lisa RileyDirector
Mary Lee SparksDirector
Richard J WadleyDirector
Vic JuryDirector
Yashoda NaidooDirector
William G RidenourSecretary
Raymond E ZilercpaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,258,821
Program Service Revenue
$1,614,431
Investment Income
$227,169
Other Revenue
$73,661
All Other Contributions
$911,821
Change in Net Assets
$963,658

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,074,917
Revenue Not Reported on Financial Statements
$99,165
Revenue Not Reported on Form 990
$133,948
Other Revenue Adjustments
$73,661
Total Revenue per Audited Statements
$4,208,865
Total Revenue per Form 990
$4,174,082
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,727,823
Other Expenses$1,482,601
Total Fundraising Expense$231,766
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$907,887$71,613$50,917$1,030,417
Current Officers, Directors, Trustees, and Key Employees$308,021$42,001$104,730$454,752
Interest$303,937--$303,937
Office Expenses$151,789$4,427$8,573$164,789
Advertising$112,018-$23,471$135,489
Payroll Taxes$101,853$9,517$13,038$124,408
Other Employee Benefits$96,808$9,046$12,392$118,246
Depreciation Depletion$90,799$9,107$7,549$107,455
Travel$83,722-$3,488$87,210
Fees for Services Other$66,512$9,281$1,547$77,340
Other Expenses$30,912$11,040$2,208$44,160
Occupancy$31,400$3,149$2,610$37,159
Fees for Services Legal$28,947$4,039$673$33,659
Fees for Services Accounting$24,513$3,421$570$28,504
Conferences and Meetings$19,418--$19,418
Insurance$12,433$4,145-$16,578
Total Functional Expenses$2,797,872$180,786$231,766$3,210,424

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,250,703
Total Expenses per Form 990$3,210,424
Expenses per Audited Statements$3,126,875
Expenses Not Reported on Form 990$123,828
Expenses Not Reported on Financial Statements$83,549
Other Expense Adjustments$83,549
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-James Hinton - President & CEO of Presbyterian & Former Director of AccionHealth Insurance ProviderNo$97,256
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Carol mayo cochran and raymond e. Ziler are both minority owners of redw, llc.”

Form 990, Part VI, Section B, Line 11

“Draft of 990 reviewed by audit committee, and when approved then a copy is furnished to the full board of directors.”

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

“An annual sign off is required of all board members and staff.”

Form 990, Part VI, Section B, Line 15

“Compensation process for top official: independent compensation study is performed. Executive committee written review. Compensation process for officers: independent compensation study is performed. Ceo reviews pay. Board approves budget.”

Form 990, Part VI, Section C, Line 19

“Audited financial statements are available on our website or upon request. Governing documents and conflict of interest policy are available to the public upon request.”

Form 990, Part VI, Section B, Line 16B

“Subsequent to year end accion new mexico put its joint venture policy into writing.”

Filing and Contact Details

Filer

EIN
85-0417347
Phone
5052438844

Signing Officer

Name
Greg Henderson
Title
Vice President of Finance
Phone
5052438844
Signed
2014-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Henderson
Formed
1994
Legal Domicile
Nm
Voting Board Members
14
Independent Board Members
14
Employees
32
Volunteers
25

Preparer

Preparer
Marty E Mathisen CPA
Phone
5058436492
Supplemental Narrative

Additional Explanations

Form 990, Part X, Line 11 & 12

“Investments should be properly classified as publicly traded securities and other investments.”

Form 990, Part XII, Line 2C

“The audit committee assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed from the previous year.”

Form 990, Part X

“The balance sheet has been reclassified for the elimination of separate taxable entities.”

Form 990, Schedule A

“Based on review of the organization's irs determination letter, we believe box 7 is the correct classifcation.”

Financial Statement Notes

PART V, LINE 4:

“The endowment funds have three uses. First the loan portfolio with a balance of $686,493, is available if needed to be used to lend to accion's clients, any write-off amounts have to be reimbursed by our operations. As of 12/31/13 it was all invested not lent. Second, land or building, with a balance of $500,000, was used to purchase the land our regional headquarters building sits on. Finally, operations, with a balance of $691,178 is a traditional endowment that has been invested.”

PART X, LINE 2:

“Accion has adopted the provisions of the financial accounting standards board (fasb) accounting standards codification (asc) 740, income taxes. There were no uncertain tax positions taken by accion for the years ended december 31, 2013 and 2012. Accion's policy is to classify income tax penalties and interest, when applicable, according to their natural classification.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Partnership income - accion nm 2011c llc 19. Partnership income - accion nm 2013d llc 7. Management fee 73,635.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“INTEREST EXPENSE 83,549.”

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IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN A CAREY
IRS990/Form990PartVIISectionAGrp/PersonNm1CAROL MAYO COCHRAN
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IRS990/Form990PartVIISectionAGrp/PersonNm11BRUCE LEISING
IRS990/Form990PartVIISectionAGrp/PersonNm12LISA RILEY
IRS990/Form990PartVIISectionAGrp/PersonNm13BOB MURPHY
IRS990/Form990PartVIISectionAGrp/PersonNm14LYNN TROJAHN
IRS990/Form990PartVIISectionAGrp/PersonNm15ANNE HAINES YATSKOWITZ
IRS990/Form990PartVIISectionAGrp/PersonNm16LESLIE HOFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm17GREG HENDERSON
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/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14149196
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15167219
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1616857
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1781201
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/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRES OF ADVANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE PRES OF LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt17VICE PRES OF FINANCE
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IRS990/FormationYr01994
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-1755
IRS990/GainOrLossGrp/SecuritiesAmt0172789
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt01347000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03994708
IRS990/GrossReceiptsAmt07997756
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04145
IRS990/InsuranceGrp/ProgramServicesAmt012433
IRS990/InsuranceGrp/TotalAmt016578
IRS990/InterestGrp/ProgramServicesAmt0303937
IRS990/InterestGrp/TotalAmt0303937
IRS990/InvestmentExpenseAmt0-25504
IRS990/InvestmentIncomeGrp/ExclusionAmt056135
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt056135
IRS990/InvestmentInJointVentureInd01
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0104953
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt084570
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04259590
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01447722
IRS990/IRPDocumentCnt035
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0431274
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03332976
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03266015
IRS990/LandBldgEquipCostOrOtherBssAmt03697289
IRS990/LegalDomicileStateCd0NM
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01755
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03821919
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ACCION NEW MEXICO PROVIDES TOOLS TO HELP SMALL BUSINESSES OPERATE, GROW OR START THEIR BUSINESSES. WE INCREASE ACCESS TO BUSINESS CREDIT, MAKE LOANS AND PROVIDE TRAINING TO HELP ENTREPRENEURS THRIVE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02730485
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03609575
IRS990/NetAssetsOrFundBalancesBOYAmt07099481
IRS990/NetAssetsOrFundBalancesEOYAmt08047755
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0171034
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0171034
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt010120
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02610
IRS990/OccupancyGrp/ManagementAndGeneralAmt03149
IRS990/OccupancyGrp/ProgramServicesAmt031400
IRS990/OccupancyGrp/TotalAmt037159
IRS990/OfficeExpensesGrp/FundraisingAmt08573
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04427
IRS990/OfficeExpensesGrp/ProgramServicesAmt0151789
IRS990/OfficeExpensesGrp/TotalAmt0164789
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0213672
IRS990/OtherAssetsTotalGrp/EOYAmt0206547
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt012392
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09046
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt096808
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0118246
IRS990/OtherExpensesGrp/Desc0LOAN LOSS PROVISION
IRS990/OtherExpensesGrp/Desc1LOAN SERVICING EXPENSE
IRS990/OtherExpensesGrp/Desc2TEMPORARY SERVICES
IRS990/OtherExpensesGrp/FundraisingAmt02208
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011040
IRS990/OtherExpensesGrp/ProgramServicesAmt0327332
IRS990/OtherExpensesGrp/ProgramServicesAmt199571
IRS990/OtherExpensesGrp/ProgramServicesAmt230912
IRS990/OtherExpensesGrp/TotalAmt0327332
IRS990/OtherExpensesGrp/TotalAmt199571
IRS990/OtherExpensesGrp/TotalAmt244160
IRS990/OtherRevenueMiscGrp/BusinessCd0522000
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT FEES
IRS990/OtherRevenueMiscGrp/Desc1PTNRSHP INC-ACCION NM 2011C LLC
IRS990/OtherRevenueMiscGrp/Desc2PTNRSHP INC-ACCION NM 2013D LLC
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt073635
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt119
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt27
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt073635
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt119
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt27
IRS990/OtherRevenueTotalAmt073661
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt050917
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt071613
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0907887
IRS990/OtherSalariesAndWagesGrp/TotalAmt01030417
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt06983689
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt011418221
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt013038
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09517
IRS990/PayrollTaxesGrp/ProgramServicesAmt0101853
IRS990/PayrollTaxesGrp/TotalAmt0124408
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01876341
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01877671
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0529823
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01655785
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014574
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017197
IRS990/PrincipalOfficerNm0GREG HENDERSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522200
IRS990/ProgramServiceRevenueGrp/BusinessCd1522200
IRS990/ProgramServiceRevenueGrp/BusinessCd2522300
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INTEREST AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1SECURED DEBT
IRS990/ProgramServiceRevenueGrp/Desc2WORKSHOPS/OTHER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01575061
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt132640
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt26730
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01575061
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt132640
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt26730
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02784774
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0162133
IRS990/PYOtherExpensesAmt01519575
IRS990/PYOtherRevenueAmt0158221
IRS990/PYProgramServiceRevenueAmt01023580
IRS990/PYRevenuesLessExpensesAmt01116873
IRS990/PYSalariesCompEmpBnftPaidAmt01492260
IRS990/PYTotalExpensesAmt03011835
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04128708
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0963658
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01688092
IRS990/SavingsAndTempCashInvstGrp/BOYAmt040711
IRS990/SavingsAndTempCashInvstGrp/EOYAmt071675
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02258821
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02784774
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01700702
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01921294
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01515540
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010181131
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt056135

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,202,211
Liabilities
$13,154,456
Net assets
$8,047,755
Revenue
$4,174,082
Expenses
$3,210,424
Net income
$963,658
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.2$44.2$25.0$14.5$14.3$0.24
2023Detailed filing. Detailed filing data is available for this year.$72.3$47.6$24.7$14.7$23.1$8.45
2022Detailed filing. Detailed filing data is available for this year.$95.8$58.2$37.6$25.9$20.2$5.72
2021Detailed filing. Detailed filing data is available for this year.$203$171$32.0$25.3$9.09$16.2
2020Detailed filing. Detailed filing data is available for this year.$92.0$76.4$15.6$17.7$15.5$2.18
2019Detailed filing. Detailed filing data is available for this year.$51.9$38.7$13.2$9.67$12.2$2.52
2018Summary only. Only limited summary data is available for this year.$56.1$40.8$15.4$11.7$9.85$1.86
2017Detailed filing. Detailed filing data is available for this year.$51.4$37.8$13.6$8.33$8.28$0.05
2016Summary only. Only limited summary data is available for this year.$45.0$31.7$13.4$9.02$6.93$2.09
2015Detailed filing. Detailed filing data is available for this year.$33.6$22.5$11.1$7.41$5.64$1.77
2014Detailed filing. Detailed filing data is available for this year.$28.9$19.6$9.34$5.61$4.15$1.45
2013Detailed filing. Detailed filing data is available for this year.$21.2$13.2$8.05$4.17$3.21$0.96
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.4$8.59$8.80$2.94
2011Summary only. Only limited summary data is available for this year.$15.7$8.18$7.57$2.78$2.68$0.10
2010Summary only. Only limited summary data is available for this year.$15.7$8.27$7.46$3.23$3.22$0.00