Civic Intelligence

Capital Access Group Inc

990 • Fiscal year 2022 • EIN 95-4566396

Oct 01, 2021 to Sep 30, 2022 • Filed on Jul 24, 2023

Organization Profilewww.capitalaccess.com

View Organization Page

150 California Street 250San Francisco, CA 94111

(415) 217-7600

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.42x

Higher debt load relative to assets than 83% of similar nonprofits.

2022 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

67th percentile

0.30x

Higher debt load relative to revenue than 67% of similar nonprofits.

2022 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2022

Net Margin

50th percentile

7.3%

Higher net margin than 50% of similar nonprofits.

2022 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

100th percentile

$762,994

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 20.3% of source-year revenue.

2022 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2022

Asset Growth

9th percentile

-21%

Faster asset growth than 9% of similar nonprofits.

2022 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

48th percentile

3.1%

Faster revenue growth than 48% of similar nonprofits.

2022 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$2,689,643

Down $719,165 (-21%) from 2021

Net Assets

Up

$1,564,970

Up $276,190 (+21%) from 2021

Liabilities

Down

$1,124,673

Down $995,355 (-47%) from 2021

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin50th percentile

Revenue

Up

$3,761,634

Up $113,666 (+3.1%) from 2021

Expenses

Down

$3,485,444

Down $591,157 (-15%) from 2021

Net Income

Up

$276,190

Up $704,823 (+164%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,708,184Liabilities 2011: $1,254,958Net Assets 2011: $1,453,2262011Assets 2012: $3,118,259Liabilities 2012: $1,652,246Net Assets 2012: $1,466,0132012Assets 2013: $3,415,916Liabilities 2013: $1,969,548Net Assets 2013: $1,446,3682013Assets 2014: $3,172,878Liabilities 2014: $1,688,394Net Assets 2014: $1,484,4842014Assets 2015: $3,189,562Liabilities 2015: $1,560,976Net Assets 2015: $1,628,5862015Assets 2016: $3,703,652Liabilities 2016: $1,921,289Net Assets 2016: $1,782,3632016Assets 2017: $3,542,202Liabilities 2017: $1,576,614Net Assets 2017: $1,965,5882017Assets 2018: $3,179,700Liabilities 2018: $1,377,504Net Assets 2018: $1,802,1962018Assets 2019: $3,284,864Liabilities 2019: $1,503,291Net Assets 2019: $1,781,5732019Assets 2020: $3,307,836Liabilities 2020: $1,590,423Net Assets 2020: $1,717,4132020Assets 2021: $3,408,808Liabilities 2021: $2,120,028Net Assets 2021: $1,288,7802021Assets 2022: $2,689,643Liabilities 2022: $1,124,673Net Assets 2022: $1,564,9702022Assets 2023: $3,919,262Liabilities 2023: $1,455,226Net Assets 2023: $2,464,0362023Assets 2024: $4,809,917Liabilities 2024: $1,650,263Net Assets 2024: $3,159,6542024

Highlighted filing

2022

Assets$2,689,643
Liabilities$1,124,673
Net Assets$1,564,970
Open 2022 Filing

Operations Trend

Revenue Growth48th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,870,004Expenses 2011: $2,942,706Net Income 2011: -$72,7022011Revenue 2012: $3,182,362Expenses 2012: $3,169,575Net Income 2012: $12,7872012Expenses 2013: $3,342,9942013Revenue 2014: $3,427,844Expenses 2014: $3,389,728Net Income 2014: $38,1162014Revenue 2015: $3,219,075Expenses 2015: $3,074,973Net Income 2015: $144,1022015Revenue 2016: $3,449,328Expenses 2016: $3,295,551Net Income 2016: $153,7772016Revenue 2017: $3,423,648Expenses 2017: $3,240,423Net Income 2017: $183,2252017Revenue 2018: $3,182,967Expenses 2018: $3,346,359Net Income 2018: -$163,3922018Revenue 2019: $3,284,193Expenses 2019: $3,304,816Net Income 2019: -$20,6232019Revenue 2020: $3,748,795Expenses 2020: $3,812,955Net Income 2020: -$64,1602020Revenue 2021: $3,647,968Expenses 2021: $4,076,601Net Income 2021: -$428,6332021Revenue 2022: $3,761,634Expenses 2022: $3,485,444Net Income 2022: $276,1902022Revenue 2023: $4,397,482Expenses 2023: $3,498,416Net Income 2023: $899,0662023Revenue 2024: $4,742,109Expenses 2024: $4,046,491Net Income 2024: $695,6182024

Highlighted filing

2022

Revenue$3,761,634
Expenses$3,485,444
Net Income$276,190
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jul 24, 2023
Return Version
2021v4.1
Gross Receipts
$3,761,634
Mission and Program Overview

Mission

The organization operates as an sba certified development company (cdc) to stimulate the growth and expansion of small businesses primarily through sba loan programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$773,228$1,597,832▲ $824,604
Accounts Receivable$247,070$362,146▲ $115,076
Investments Other Securities$1,751,074$274,004▼ $1,477,070
Land, Buildings, and Equipment, Net$31,036$20,003▼ $11,033
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,408,808$2,689,643▼ $719,165
Other Assets Total$606,400$435,658▼ $170,742
Liabilities
Accounts Payable and Accrued Expenses$1,518,954$758,672▼ $760,282
Other Liabilities$601,074$366,001▼ $235,073
Total Liabilities$2,120,028$1,124,673▼ $995,355
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,288,780$1,564,970▲ $276,190
Total Net Assets Fund Balance$1,288,780$1,564,970▲ $276,190
Total Liabilities and Net Assets / Fund Balance$3,408,808$2,689,643▼ $719,165

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$19,544$239,482$259,026
Other Land Buildings$459$42,448$42,907
Leasehold Improvements-$6,730$6,730
Other Assets Org$429,393--
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jacklyn JordanPresidentFT$447,398$394,689$762,994
Claudia J WinterVP, MarketingFT$127,000$372,621$499,621
David SimmonsVP, Portfolio MgrFT$219,420$124,511$337,695
Alan JungSVP, Chief CreditFT$211,470$105,267$316,737
Katherine LarsonChief Info. Off.FT$178,400$14,773$283,173
Jenny TiceBusiness Dev. Off.FT$95,000$101,905$192,234
Maggie SabovichDirector-$4,000-$4,000
Paul FosterDirector-$4,000-$4,000
Raymond R HollandVice-chairman-$4,000-$4,000
Michael Perri JrChairman-$3,800-$3,800
Alan K AikawaDirector-$3,600-$3,600
Ronald BlatmanDirector-$3,600-$3,600
Ron GerberSecretary-$2,600-$2,600
Linda ChanTreasurer-$400-$400
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,748,560
Investment Income
$13,074
Other Revenue
$0
Change in Net Assets
$276,190
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,100,385
Other Expenses$359,650
Grants and Similar Amounts Paid$25,409
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$1,247,561$547,766-$1,795,327
Other Salaries and Wages$815,608$89,154-$904,762
Payroll Taxes$307,267$93,029-$400,296
Occupancy$239,945$78,137-$318,082
Office Expenses$19,232$10,433-$29,665
Insurance$5,044$22,190-$27,234
Grants to Domestic Orgs$25,409--$25,409
Fees for Services Other-$23,475-$23,475
Other Expenses$15,729$2,415-$18,144
Depreciation Depletion$9,759$2,955-$12,714
Advertising$5,800--$5,800
Conferences and Meetings$1,578--$1,578
All Other Expenses$-161,765$15,601-$-146,164
Total Functional Expenses$2,572,535$912,909$0$3,485,444
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Renaissance EntrepreneurshipSan Francisco, CA-20 Business Planning Class$20,000
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Contingency-PCLP loan loss liabilty$149,500
Deposits-packaging$116,707
Deferred rent liability$99,794
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“A draft of the Form 990 is presented to all board members in a board meeting for review. All questions from the board members regarding the draft tax return are resolved before the tax return can be filed.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The company has an Employment Review Committee comprised of three Board members. The full board approves the salary of the President; the company hires a compensation consultant on intermittent basis to provide compensation data.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The governing documents, policies and financial statements are kept in the administrative office and are available upon request.”

Filing and Contact Details

Filer

Filer Name
Capital Access Group Inc
EIN
95-4566396
Phone
4152177600
Address
150 California Street 250, San Francisco, CA 94111

Signing Officer

Name
Michael Perri Jr
Title
Chairman
Signed
2023-07-24
Discuss with paid preparer
Yes

Organization Details

Formed
1995
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
8
Employees
13

Preparer

Firm
Allan Liu CPA
Address
201 WILLOW AVE, MILLBRAE, CA 94030
Preparer
Allan Liu
Phone
6506921172
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“The Audit Committee is responsible to select the auditors and oversee the audit.”

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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt025409
IRS990/GrantsToDomesticOrgsGrp/TotalAmt025409
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03761634
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt022190
IRS990/InsuranceGrp/ProgramServicesAmt05044
IRS990/InsuranceGrp/TotalAmt027234
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt013074
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013074
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01751074
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0274004
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0288660
IRS990/LandBldgEquipBasisNetGrp/BOYAmt031036
IRS990/LandBldgEquipBasisNetGrp/EOYAmt020003
IRS990/LandBldgEquipCostOrOtherBssAmt0308663
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION OPERATES AS AN SBA CERTIFIED DEVELOPMENT COMPANY (CDC) TO STIMULATE THE GROWTH AND EXPANSION OF SMALL BUSINESSES PRIMARILY THROUGH SBA LOAN PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01288780
IRS990/NetAssetsOrFundBalancesEOYAmt01564970
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01288780
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01564970
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt078137
IRS990/OccupancyGrp/ProgramServicesAmt0239945
IRS990/OccupancyGrp/TotalAmt0318082
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010433
IRS990/OfficeExpensesGrp/ProgramServicesAmt019232
IRS990/OfficeExpensesGrp/TotalAmt029665
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0606400
IRS990/OtherAssetsTotalGrp/EOYAmt0435658
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Miscellaneous
IRS990/OtherExpensesGrp/Desc1Postage and Shipping
IRS990/OtherExpensesGrp/Desc2Subscription and memberships
IRS990/OtherExpensesGrp/Desc3Travel and entertainment
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01986
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15046
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt220722
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32415
IRS990/OtherExpensesGrp/ProgramServicesAmt024700
IRS990/OtherExpensesGrp/ProgramServicesAmt116668
IRS990/OtherExpensesGrp/ProgramServicesAmt215729
IRS990/OtherExpensesGrp/TotalAmt026686
IRS990/OtherExpensesGrp/TotalAmt121714
IRS990/OtherExpensesGrp/TotalAmt220722
IRS990/OtherExpensesGrp/TotalAmt318144
IRS990/OtherLiabilitiesGrp/BOYAmt0601074
IRS990/OtherLiabilitiesGrp/EOYAmt0366001
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt089154
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0815608
IRS990/OtherSalariesAndWagesGrp/TotalAmt0904762
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt093029
IRS990/PayrollTaxesGrp/ProgramServicesAmt0307267
IRS990/PayrollTaxesGrp/TotalAmt0400296
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525990
IRS990/ProgramServiceRevenueGrp/BusinessCd1525990
IRS990/ProgramServiceRevenueGrp/BusinessCd2525990
IRS990/ProgramServiceRevenueGrp/BusinessCd3525990
IRS990/ProgramServiceRevenueGrp/BusinessCd4525990
IRS990/ProgramServiceRevenueGrp/Desc0FLOAT INCOME
IRS990/ProgramServiceRevenueGrp/Desc1Late fee
IRS990/ProgramServiceRevenueGrp/Desc2LOAN PROCESSING
IRS990/ProgramServiceRevenueGrp/Desc3LOAN SERVICING
IRS990/ProgramServiceRevenueGrp/Desc4Other
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0209449
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15444
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21133856
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32247377
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4152434
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0209449
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15444
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21133856
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32247377
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4152434
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt051435
IRS990/PYInvestmentIncomeAmt011616
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0517629
IRS990/PYProgramServiceRevenueAmt03636352
IRS990/PYRevenuesLessExpensesAmt0-428633
IRS990/PYSalariesCompEmpBnftPaidAmt03507537
IRS990/PYTotalExpensesAmt04076601
IRS990/PYTotalRevenueAmt03647968
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0276190
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0773228
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01597832
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt019544
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0239482
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0259026
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt06730
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06730
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt06265
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1429393
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Commuter checks
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1PCLP loss reserve
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0459
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt042448
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt042907
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0149500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt199794
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2116707
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Contingency-PCLP loan loss liabilty
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Deferred rent liability
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Deposits-packaging
IRS990ScheduleD/TotalBookValueLandBuildingsAmt020003
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0435658
IRS990ScheduleD/TotalBookValueSecuritiesAmt0274004
IRS990ScheduleD/TotalLiabilityAmt0366001
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt020 Business Planning Class
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Renaissance Entrepreneurship
IRS990ScheduleI/RecipientTable/RecipientEIN0942793122
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0275 Fifth Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Francisco
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094103
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd0false

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,689,643
Liabilities
$1,124,673
Net assets
$1,564,970
Revenue
$3,761,634
Expenses
$3,485,444
Net income
$276,190
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.81$1.65$3.16$4.74$4.05$0.70
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$1.46$2.46$4.40$3.50$0.90
2022Detailed filing. Detailed filing data is available for this year.$2.69$1.12$1.56$3.76$3.49$0.28
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.41$2.12$1.29$3.65$4.08$0.43
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$1.59$1.72$3.75$3.81$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$1.50$1.78$3.28$3.30$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$1.38$1.80$3.18$3.35$0.16
2017Summary only. Only limited summary data is available for this year.$3.54$1.58$1.97$3.42$3.24$0.18
2016Summary only. Only limited summary data is available for this year.$3.70$1.92$1.78$3.45$3.30$0.15
2015Summary only. Only limited summary data is available for this year.$3.19$1.56$1.63$3.22$3.07$0.14
2014Summary only. Only limited summary data is available for this year.$3.17$1.69$1.48$3.43$3.39$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.42$1.97$1.45$3.34
2012Summary only. Only limited summary data is available for this year.$3.12$1.65$1.47$3.18$3.17$0.01
2011Summary only. Only limited summary data is available for this year.$2.71$1.25$1.45$2.87$2.94$0.07