Civic Intelligence

Cdfi Friendly South Bend

990 • Fiscal year 2023 • EIN 85-0614678

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization Profilewww.cdfifriendlysouthbend.org
2740 Miami StSouth Bend, IN 46614

(616) 610-0042

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

37th percentile

0.00x

Higher debt load relative to revenue than 37% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

96th percentile

80%

Higher net margin than 96% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

96th percentile

152%

Faster asset growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

1080%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$914,376

Up $551,839 (+152%) from 2022

Net Assets

Up

$912,588

Up $551,652 (+153%) from 2022

Liabilities

Up

$1,788

Up $187 (+12%) from 2022

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin96th percentile

Revenue

Up

$687,355

Up $629,105 (+1080%) from 2022

Expenses

Up

$135,703

Up $15,557 (+13%) from 2022

Net Income

Up

$551,652

Up $613,548 (+991%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$1.0M$500K$0Assets 2021: $444,832Liabilities 2021: $22,000Net Assets 2021: $422,8322021Assets 2022: $362,537Liabilities 2022: $1,601Net Assets 2022: $360,9362022Assets 2023: $914,376Liabilities 2023: $1,788Net Assets 2023: $912,5882023Assets 2024: $991,335Liabilities 2024: $52,904Net Assets 2024: $938,4312024

Highlighted filing

2023

Assets$914,376
Liabilities$1,788
Net Assets$912,588
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2021: $566,360Expenses 2021: $143,606Net Income 2021: $422,7542021Revenue 2022: $58,250Expenses 2022: $120,146Net Income 2022: -$61,8962022Revenue 2023: $687,355Expenses 2023: $135,703Net Income 2023: $551,6522023Revenue 2024: $216,417Expenses 2024: $190,574Net Income 2024: $25,8432024

Highlighted filing

2023

Revenue$687,355
Expenses$135,703
Net Income$551,652
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Gross Receipts
$687,355
Mission and Program Overview

Mission

To 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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$827,149-
Cash and Non-Interest-Bearing Accounts$362,537$57,727▼ $304,810
Other Notes and Loans Receivable, Net-$28,000-
Accounts Receivable-$1,500-
Total Assets$362,537$914,376▲ $551,839
Liabilities
Accounts Payable and Accrued Expenses$1,601$1,788▲ $187
Total Liabilities$1,601$1,788▲ $187
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$360,936$912,588▲ $551,652
Total Net Assets Fund Balance$360,936$912,588▲ $551,652
Total Liabilities and Net Assets / Fund Balance$362,537$914,376▲ $551,839
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Anne MannixChair
Angela LoganDirector
Carlos BoldenDirector
Lori HiscockDirector
Nicola BrownDirector
Ryan BellDirector
Sam CentellasExecDirector
Antonius NorthernDiector
Manjima BoseSwcretary
Paula SoursTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$667,000
Program Service Revenue
$0
Investment Income
$13,855
Other Revenue
$6,500
Change in Net Assets
$551,652
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$91,923
Other Expenses$43,780
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$85,000--$85,000
Travel$7,686--$7,686
Fees for Services Legal$7,073--$7,073
Payroll Taxes$6,923--$6,923
Advertising$6,746--$6,746
Information Technology$4,762--$4,762
Fees for Services Accounting-$4,235-$4,235
Fees for Services Other$2,471--$2,471
Office Expenses-$1,238-$1,238
Other Expenses$850--$850
Fees for Services Management$250--$250
Total Functional Expenses$130,230$5,473$0$135,703
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Management duties delegation Part VI line 3

“The principal of a consulting firm serves as the executive director.”

Form 990 governing body review Part VI line 11

“The return was presented and discussed at regular board meeting”

Conflict of interest policy compliance Part VI line 12C

“Board reviews director associations with annual review.”

CEO executive director top management comp Part VI line 15A

“Board reviewed compensation for persons with similar duties and responsibilities”

Other officer or key employee compensation Part VI line 15B

“Board reviewed compensation for persons with similar duties and responsibilities”

Governing documents etc available to public Part VI line 19

“All governing documents are made available to the general public upon request.”

Filing and Contact Details

Filer

Filer Name
CDFI Friendly of South Bend Inc
EIN
85-0614678
Address
2740 Miami St, South Bend, IN 46614

Signing Officer

Name
Sam Centellas
Title
Executive Direc
Phone
6166100042
Signed
2024-05-15
Discuss with paid preparer
No

Organization Details

Formed
2020
Legal Domicile
In
Voting Board Members
10
Independent Board Members
10
Employees
1
Volunteers
10

Preparer

Firm
Christine A Lauber CPA
Address
215 W Madison St, South Bend, IN 46601
Preparer
Christine A Lauber
Phone
5742767241
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“The organization is in a startup phase and these companies are assisting in startup of operations”

Raw XML Appendix375 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Board reviewed compensation for persons with similar duties and responsibilities
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Board reviewed compensation for persons with similar duties and responsibilities
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Sam Centellas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/PhoneNum06166100042
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CDFI Friendly of South Bend Inc
ReturnHeader/Filer/BusinessNameControlTxt0CDFI
ReturnHeader/Filer/EIN0850614678
ReturnHeader/Filer/USAddress/AddressLine1Txt02740 Miami St
ReturnHeader/Filer/USAddress/CityNm0South Bend
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351546667
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Christine A Lauber CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 W Madison St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0South Bend
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046601
ReturnHeader/PreparerPersonGrp/PhoneNum05742767241
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine A Lauber
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-01T17:45:54-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Sam
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Centellas
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$914,376
Liabilities
$1,788
Net assets
$912,588
Revenue
$687,355
Expenses
$135,703
Net income
$551,652
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.91$0.53$9.38$2.16$1.91$0.26
2023Detailed filing. Detailed filing data is available for this year.$9.14$0.02$9.13$6.87$1.36$5.52
2022Detailed filing. Detailed filing data is available for this year.$3.63$0.02$3.61$0.58$1.20$0.62
2021Detailed filing. Detailed filing data is available for this year.$4.45$0.22$4.23$5.66$1.44$4.23