IMPACT CHARITABLE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- IMPACT CHARITABLE (EIN 47-1180598)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202433179349307313
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T15:00:16-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH ST STE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471180598 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IMPACT CHARITABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IMPA | BusinessNameControlTxt |
| Phone | 7203176002 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1536 WYNKOOP STREET 223 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICH HOOPS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7203176002 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN R RYAN | PreparerPersonNm |
| PTIN | P00737884 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2024-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICH HOOPS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1536 WYNKOOP STREET 223 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,092,867 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.IMPACTCHARITABLE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | IMPACT CHARITABLE UNITES CATALYTIC PHILANTHROPISTS WITH COMMUNITY PARTNERS, FOUNDATIONS, FINANCIAL INSTITUTIONS, SOCIAL ENTERPRISES AND GOVERNMENT ENTITIES TO MOVE MORE MONEY, IN MORE WAYS TO MORE PEOPLE AND PLACES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,820,534 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,390,752 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $89,579 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,369,156 | CYProgramServiceRevenueAmt |
| PY Investment Income | $26,907 | PYInvestmentIncomeAmt |
| CY Investment Income | $590,411 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $167 | CYOtherRevenueAmt |
| PY Total Revenue | $17,937,020 | PYTotalRevenueAmt |
| CY Total Revenue | $17,350,486 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,820,935 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,082,526 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $284,220 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,137,103 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $126,843 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,129,519 | PYOtherExpensesAmt |
| CY Other Expenses | $4,529,034 | CYOtherExpensesAmt |
| PY Total Expenses | $17,234,674 | PYTotalExpensesAmt |
| CY Total Expenses | $13,748,663 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $702,346 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,601,823 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,547,870 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,494,001 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,088,517 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,723,344 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,459,353 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,770,657 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | IMPACT CHARITABLE UNITES CATALYTIC PHILANTHROPISTS WITH COMMUNITY PARTNERS, FOUNDATIONS, FINANCIAL INSTITUTIONS, SOCIAL ENTERPRISES AND GOVERNMENT ENTITIES TO MOVE MORE MONEY, IN MORE WAYS TO MORE PEOPLE AND PLACES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,657,582 | ExpenseAmt |
| Grant | $6,386,153 | GrantAmt |
| Revenue | $545,513 | RevenueAmt |
| Desc | IMPACT CHARITABLE COLLABORATES WITH CATALYTIC FUNDERS, COMMUNITY LEADERS, LOCAL GOVERNMENTS, AND OTHER CHANGEMAKERS TO DESIGN AND IMPLEMENT DIRECT CASH ASSISTANCE AND ECONOMIC MOBILITY PROGRAMS. THESE SERVICES INCLUDE PROGRAM DESIGN, PROGRAM MANAGEMENT & IMPLEMENTATION, AND PAYMENT FACILITATION, ALL AIMED AT SUPPORTING ECONOMIC STABILITY, RESILIENCY, AND WEALTH-CREATION. OUR APPROACH INVOLVES INTERVENING AT KEY MOMENTS TO PREVENT FAMILIES FROM FALLING DEEPER INTO POVERTY THROUGH PROGRAMS LIKE EMERGENCY RENTAL ASSISTANCE OR JOB LOSS PAYMENTS, PROVIDING UNRESTRICTED, UNCONDITIONAL EMERGENCY CASH ASSISTANCE AND BASIC INCOME, AND BUILDING LONG-TERM WEALTH THROUGH INNOVATIVE VEHICLES DESIGNED TO BREAK INTERGENERATIONAL CYCLES OF POVERTY.ECONOMIC MOBILITY PROGRAMS ARE PARTICULARLY FOCUSED ON PROVIDING ESSENTIAL CAPITAL TO COMMUNITIES THAT HAVE BEEN HISTORICALLY UNDERREPRESENTED AND MARGINALIZED, WITH ROUGHLY 93% OF PARTICIPANTS IDENTIFYING AS BIPOC AND 97.6% PREFERRING A LANGUAGE OTHER THAN ENGLISH. ADDITIONALLY, 61% OF PARTICIPANTS ARE WOMEN. IN 2023 ALONE, WE DISTRIBUTED $6,386,153 THROUGH THESE IMPACTFUL PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,303,077 | ExpenseAmt |
| Grant | $1,658,436 | GrantAmt |
| Revenue | $214,476 | RevenueAmt |
| Desc | AT IMPACT CHARITABLE, WE MOVE MORE MONEY, IN MORE WAYS, TO MORE PEOPLE AND PLACES BY FOCUSING ON IMPACT-FIRST INVESTING. OUR PRIMARY OBJECTIVE IS TO DRIVE MEANINGFUL IMPACT, BALANCING FINANCIAL RETURN AND RISK IN SERVICE OF THIS MISSION. WHILE WE ANTICIPATE FINANCIAL RETURNS FROM OUR FUNDS, OUR TRUE MEASURE OF SUCCESS LIES IN THE IMPACT AND OUTCOMES OF THESE INVESTMENTS.IMPACT CHARITABLE WORKS THROUGH INTEGRATED CAPITAL, PROVIDING BOTH GRANTS AND INVESTMENTS, TO CATALYZE POSITIVE CHANGE. WE COLLABORATE WITH INVESTORS WHO UNDERSTAND THAT TRADITIONAL APPROACHES ALONE ARE INSUFFICIENT TO ACHIEVE THE JUST AND EQUITABLE OUTCOMES WE SEEK. OUR TEAM, WITH DEEP EXPERTISE IN BOTH PHILANTHROPY AND FINANCE, WORKS TO MOVE MONEY DIRECTLY INTO IMPACTFUL ORGANIZATIONS, MAKING LASTING CHANGE POSSIBLE.OUR APPROACH ENSURES THAT A SIGNIFICANT PORTION OF THE FUNDS UNDER OUR MANAGEMENT IS ACTIVELY WORKING IN COMMUNITIES, DRIVING POSITIVE SOCIAL CHANGE. THROUGHOUT THE YEAR, IMPACT CHARITABLE FACILITATED THE MOVEMENT OF SIGNIFICANT CAPITAL THROUGH A VARIETY OF IMPACTFUL PROGRAMS AND SERVICES INCLUDING DIRECT INVESTMENTS, PROGRAM-RELATED INVESTMENTS, PHILANTHROPIC INVESTMENT FUNDS, AND DONOR-ADVISED FUNDS. THROUGH THESE SERVICES, IMPACT CHARITABLE FACILITATED THE MOVEMENT OF $6,755,000 OF INVESTMENTS AND $3,415,152 OF GRANT FUNDS IN 2023. OUR KEY AREAS OF FOCUS INCLUDE SUPPORTING ECONOMIC MOBILITY, FINANCIAL INCLUSION, AND AFFORDABLE HOUSING AMONG OTHER IMPACT THEMES. BY LEVERAGING CATALYTIC CAPITAL, WE ARE ABLE TO FACILITATE ACCESS TO OPPORTUNITIES FOR HISTORICALLY MARGINALIZED COMMUNITIES AND HELP CLOSE THE CAPITAL GAPS THAT PERSIST IN TRADITIONAL FINANCIAL SYSTEMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,186,703 | ExpenseAmt |
| Grant | $37,937 | GrantAmt |
| Revenue | $2,609,167 | RevenueAmt |
| Desc | CATALYTIC CAPITAL PARTNERS LLC, A WHOLLY-OWNED SUBSIDIARY OF IMPACT CHARITABLE, WAS ESTABLISHED TO CREATE SIGNIFICANT EFFICIENCIES FOR IMPACT FUNDS AND PROJECTS THAT ARE INCREASINGLY ATTRACTING A COMBINATION OF PRIVATE, PHILANTHROPIC, GOVERNMENT, AND GRANT CAPITAL. THIS PROGRAM LEVERAGES PARTNERS WITH DEEP EXPERIENCE IN FUND MANAGEMENT, ADMINISTRATION, AND INVESTMENT ADVISORY SERVICES WHILE ENGAGING IMPACT CHARITABLE'S EXPERIENCE AND EXPERTISE IN PHILANTHROPIC, IMPACT-FIRST INVESTMENTS, INTEGRATED CAPITAL FUNDS, AND FLEXIBLE GRANTMAKING CAPABILITIES. IMPACT CHARITABLE WORKS WITH PARTNERS WHO SHARE OUR HISTORY OF BRINGING NEW TOOLS AND INNOVATIONS TO THE IMPACT INVESTING ECOSYSTEM, AND THESE NEW PARTNERSHIPS ARE CONSTRUCTED TO CONNECT MORE CAPITAL WITH THE COMMUNITY IN FUNDING THAT IS STRUCTURED TO CREATE THE MOST IMPACT.CATALYTIC CAPITAL PARTNERS LLC IS DEDICATED TO BREAKING DOWN TRADITIONAL BARRIERS TO CAPITAL ACCESS, ENSURING THAT FUNDS ARE NOT JUST MANAGED BUT ACTIVELY WORKING IN COMMUNITIES TO DRIVE SYSTEMIC CHANGE. WITH A FOCUS ON INNOVATIVE, IMPACT-FIRST INVESTING, WE CONTINUE TO MOVE MONEY DIFFERENTLY, ENSURING THAT CAPITAL FLOWS WHERE IT'S NEEDED MOST. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $13,147,362 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICH HOOPS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7203176002 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1536 WYNKOOP STREET 223 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ED BRISCOE | |||||||||
| PRESIDENT | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SONDRA GREENE | |||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $9,688 | $0 | $0 | ||
| RYAN HOWELL | |||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUSAN GRAF | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HAROUN COWANS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK NEWHOUSE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICH HOOPS | |||||||||
| EXECUTIVE DIRECTOR | 32.00 | 0.00 | Yes (X) | $75,000 | $0 | $0 | |||
| JOURDAN MCGINN | |||||||||
| ECONOMIC MOBILITY DIRECTOR | 40.00 | 0.00 | $154,000 | $0 | $1,336 | Yes (X) | |||
| EMILY ALLRED LAINTZ | |||||||||
| FINANCE & INVESTMENTS DIRECTOR | 40.00 | 0.00 | $137,190 | $0 | $3,758 | Yes (X) | |||
| CINDY WILLARD | |||||||||
| CAPITAL ACTIVATION DIRECTOR | 40.00 | 0.00 | $116,120 | $0 | $3,185 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $491,998 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $8,279 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MISSION DRIVEN FINANCE LLC | |||||
| 2247 SAN DIEGO AVE STE 135 | SAN DIEGO | CA | 92110 | PROGRAM MANAGEMENT | $1,740,699 |
| AIDKIT | |||||
| 383 CORONA STREET UNIT 814 | DENVER | CO | 80218 | CASH ASSISTANCE PROGRAM APPLICATION | $354,367 |
| ACCESS COMMUNITY CAPITAL | |||||
| 9205 W RUSSELL ROAD BUILDING 3 S | LAS VEGAS | NV | 89148 | PROGRAM MANAGEMENT | $166,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $5,169,419 | GovernmentGrantsAmt |
| All Other Contributions | $8,221,333 | AllOtherContributionsAmt |
| Noncash Contributions | $671,792 | NoncashContributionsAmt |
| Total Contributions | $13,390,752 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CARE ACCESS | 541900 | $2,609,167 | $2,609,167 |
| BENEFIT RECOVERY FUND | 541900 | $424,207 | $424,207 |
| PROJECT MGMT | 541900 | $128,726 | $128,726 |
| GI PILOT PROJECT | 541900 | $121,306 | $121,306 |
| INVESTMENT MGMT | 523940 | $63,750 | $63,750 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,369,156 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $500,079 | TotalRevenueColumnAmt |
| Exclusion | $500,079 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,832,713 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,742,381 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $90,332 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,332 | TotalRevenueColumnAmt |
| Exclusion | $90,332 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $167 | TotalRevenueColumnAmt |
| Exclusion | $167 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $167 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,350,486 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,369,156 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $590,578 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,696,088 | TotalAmt |
| Program Services | $1,696,088 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,386,438 | TotalAmt |
| Program Services | $6,386,438 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,336 | TotalAmt |
| Program Services | $170,336 | ProgramServicesAmt |
| Management And General | $37,500 | ManagementAndGeneralAmt |
| Fundraising | $22,500 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $708,821 | TotalAmt |
| Program Services | $425,858 | ProgramServicesAmt |
| Management And General | $234,542 | ManagementAndGeneralAmt |
| Fundraising | $48,421 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,558 | TotalAmt |
| Program Services | $8,723 | ProgramServicesAmt |
| Management And General | $5,351 | ManagementAndGeneralAmt |
| Fundraising | $1,484 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,307 | TotalAmt |
| Program Services | $61,744 | ProgramServicesAmt |
| Management And General | $27,486 | ManagementAndGeneralAmt |
| Fundraising | $7,077 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,081 | TotalAmt |
| Program Services | $54,601 | ProgramServicesAmt |
| Management And General | $24,970 | ManagementAndGeneralAmt |
| Fundraising | $6,510 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,879 | TotalAmt |
| Program Services | $75,585 | ProgramServicesAmt |
| Management And General | $11,338 | ManagementAndGeneralAmt |
| Fundraising | $2,956 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,762 | TotalAmt |
| Program Services | $38,576 | ProgramServicesAmt |
| Management And General | $24,270 | ManagementAndGeneralAmt |
| Fundraising | $916 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,933 | TotalAmt |
| Program Services | $13,468 | ProgramServicesAmt |
| Management And General | $2,465 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,386,198 | TotalAmt |
| Program Services | $3,336,219 | ProgramServicesAmt |
| Management And General | $49,979 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,091 | TotalAmt |
| Program Services | $12,078 | ProgramServicesAmt |
| Fundraising | $32,013 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,068 | TotalAmt |
| Program Services | $4,287 | ProgramServicesAmt |
| Management And General | $10,781 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,265 | TotalAmt |
| Program Services | $227,271 | ProgramServicesAmt |
| Management And General | $8,508 | ManagementAndGeneralAmt |
| Fundraising | $1,486 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,013 | TotalAmt |
| Program Services | $7,620 | ProgramServicesAmt |
| Management And General | $3,485 | ManagementAndGeneralAmt |
| Fundraising | $908 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,643 | TotalAmt |
| Program Services | $6,390 | ProgramServicesAmt |
| Management And General | $14,253 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,735 | TotalAmt |
| Management And General | $2,735 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,927 | TotalAmt |
| Program Services | $226,927 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,378 | TotalAmt |
| Program Services | $22,773 | ProgramServicesAmt |
| Management And General | $12,033 | ManagementAndGeneralAmt |
| Fundraising | $2,572 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LOAN LOSS RESERVE | $362,063 | $362,063 | |
| RENT SUBSIDY EXPENSE | $9,100 | $9,100 | |
| DUES AND SUBSCRIPTIONS | $3,381 | $1,000 | $2,381 |
| MEALS AND ENTERTAINMENT | $2,598 | $217 | $2,381 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,748,663 | TotalAmt |
| Program Services | $13,147,362 | ProgramServicesAmt |
| Management And General | $474,458 | ManagementAndGeneralAmt |
| Fundraising | $126,843 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,080,913 | BOYAmt |
| EOY | $1,249,229 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,632,908 | BOYAmt |
| EOY | $10,271,838 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,790 | BOYAmt |
| EOY | $200,382 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,336 | BOYAmt |
| EOY | $34,167 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,108,870 | BOYAmt |
| EOY | $1,189,297 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,491,810 | BOYAmt |
| EOY | $4,193,615 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,237,445 | BOYAmt |
| EOY | $9,100,156 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,581,798 | BOYAmt |
| EOY | $255,317 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,547,870 | BOYAmt |
| EOY | $26,494,001 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,892 | BOYAmt |
| EOY | $33,411 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,750 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,125 | BOYAmt |
| EOY | $7,183,199 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,400,000 | BOYAmt |
| EOY | $7,050,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,750 | BOYAmt |
| EOY | $1,456,734 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,088,517 | BOYAmt |
| EOY | $15,723,344 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,283,228 | BOYAmt |
| EOY | $7,055,304 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,176,125 | BOYAmt |
| EOY | $3,715,353 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,459,353 | BOYAmt |
| EOY | $10,770,657 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,547,870 | BOYAmt |
| EOY | $26,494,001 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,601,823 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$178,194 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$112,325 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $156,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,996,561 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,095,554 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,820,534 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,390,752 | CurrentTaxYearAmt |
| Total | $67,459,990 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $156,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,996,561 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,095,554 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,820,534 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,390,752 | CurrentTaxYearAmt |
| Total | $67,459,990 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,902,159 | SubstantialContributorsTotAmt |
| Public Support Total170 | $63,557,831 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,032 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,185 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,943 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,111 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $500,079 | CurrentTaxYearAmt |
| Total | $629,350 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,141 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,823 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,520 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $167 | CurrentTaxYearAmt |
| Total | $33,651 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $68,122,991 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,516,516 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93300 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93560 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2019 AMOUNT: $ 13,141. 2020 AMOUNT: $ 2,823. 2021 AMOUNT: $ 17,520. 2023 AMOUNT: $ 167. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 61 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $3,293,692 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $452,237 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $4,977,297 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| SIMPLE AGREEMENTS FOR FUTURE EQUITY (SAFE) | $941,810 | C |
| DEARFIELD FUND FOR BLACK WEALTH PB LLC | $959,776 | F |
| NCTF DENVER PARALLEL FUND II LP | $2,262,030 | F |
| PHARMAJET SERIES | $29,999 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,193,615 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTES RECEIVABLE | Desc |
| Book Value | $9,100,156 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $9,100,156 | TotalBookValueProgramRltdAmt |
| Total Rev Etc Audited Fincl Stmt | $18,770,933 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$178,194 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,598,641 | OtherRevenueAmt |
| Revenue Not Reported | $1,420,447 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,350,486 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,350,486 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,459,629 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,707,966 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,707,966 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,751,663 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$3,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$3,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,748,663 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CLOSING FEES 3,000. IMPUTED INTEREST 1,644,391. INTERCOMPANY FEES -48,750. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | IMPUTED INTEREST 1,756,716. INTERCOMPANY FEES -48,750. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CLOSING FEES -3,000. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (35 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AURICLE PRODUCTIONS | |||||||||
| PO BOX 9394 | MISSOULA | MT | 59807 | 842931585 | OTHER | $7,426 | $0 | GENERAL SUPPORT | |
| BENET HILL MONASTERY | |||||||||
| 3190 BENET LANE | COLORADO SPRINGS | CO | 80921 | 840523354 | 501(C )3 | $10,000 | $0 | GENERAL SUPPORT | |
| BIRTH DETROIT INC | |||||||||
| 17343 MCINTYRE STREET | DETROIT | MI | 48219 | 842980807 | 501(C )3 | $80,000 | $0 | GENERAL SUPPORT | |
| BOTANICAL COLORS | |||||||||
| 10550 PHINNEY AVE N | SEATTLE | WA | 98133 | 273702255 | OTHER | $15,000 | $0 | NATURAL, SUSTAINABLE TEXTILE DYE DEVELOPMENT | |
| BREAKTHROUGH | |||||||||
| 1644 PLATTE STREET SUITE 400 | DENVER | CO | 80202 | 830636337 | 501(C )3 | $25,000 | $0 | GENERAL SUPPORT | |
| BROWN GIRL JANE | |||||||||
| 1627 KENNEDY PL NW | WASHINGTON | DC | 20011 | 843353710 | OTHER | $11,500 | $0 | UNDERREPRESENTED ENTREPRENEUR SUPPORT | |
| CAL-WOOD EDUCATION CENTER | |||||||||
| PO BOX 347 | JAMESTOWN | CO | 80455 | 202472544 | 501(C )3 | $10,000 | $0 | GENERAL SUPPORT | |
| CARE ACCESS REAL ESTATE INVESTMENTS PBC | |||||||||
| 2247 SAN DIEGO AVE STE 135 | SAN DIEGO | CA | 92110 | 921144968 | OTHER | $37,937 | $0 | CHILD CARE ACCESS FOR LOW-INCOME COMMUNITIES | |
| CHANGE LABS | |||||||||
| PO BOX 1698 | TUBA CITY | AZ | 86045 | 833261055 | 501(C )3 | $60,000 | $0 | GENERAL SUPPORT | |
| DEARFIELD CAPITAL MANAGEMENT | |||||||||
| 1705 17TH ST SUITE 200 | DENVER | CO | 80202 | 883029768 | OTHER | $300,000 | $0 | SUPPORT SERVICES FOR FIRST-TIME HOMEOWNERS | |
| DENVER BASIC INCOME PROJECT | |||||||||
| 1536 WYNKOOP ST SUITE 223 | DENVER | CO | 80202 | 932317246 | 501(C )3 | $25,000 | $0 | GENERAL SUPPORT | |
| DIEDIE TEXTILE FARM | |||||||||
| 306 NEWSOM ST | DURHAM | NC | 27704 | 861349040 | OTHER | $20,000 | $0 | COMMUNITY EDUCATION ACTIVITIES FOR AGRIBUSINESS EFFORTS | |
| FIBREVOLUTION INC | |||||||||
| 14942 LOBSTER VALLEY RD | ALSEA | OR | 97218 | 921500060 | OTHER | $15,000 | $0 | EDUCATION AND TRAINING TO FIBER FLAX PRODUCERS | |
| FOCUSING PHILANTHROPY INC | |||||||||
| 1637 16TH STREET | SANTA MONICA | CA | 90404 | 452405071 | 501(C )3 | $8,000 | $0 | GENERAL SUPPORT | |
| GLOSSHOOD | |||||||||
| 1250 SCENIC HWY S STE 1701-292 | LAWRENCEVILLE | GA | 30045 | 852045396 | OTHER | $11,500 | $0 | UNDERREPRESENTED ENTREPRENEUR SUPPORT | |
| KESIENA STUDIO | |||||||||
| 19 S OXFORD ST APT 6 | BROOKLYN | NY | 11217 | OTHER | $25,000 | $0 | REGENERATIVE TEXTILE DEVELOPMENT | ||
| LIFT ECONOMY | |||||||||
| 1388 HAIGHT STREET 107 | SAN FRANCISCO | CA | 94117 | 472351385 | OTHER | $25,000 | $0 | CAPACITY BUILDING SUPPORT FOR LOW-INCOME ENTREPRENEURS | |
| MAHDIYYAH | |||||||||
| 1501 PARKSIDE AVENUE APT 6P | EWING | NJ | 08638 | 822549591 | OTHER | $20,000 | $0 | UPCYCLE CLOTHING EXPANSION | |
| MISSION DRIVEN FINANCE | |||||||||
| 2245 SAN DIEGO AVE STE 121 | SAN DIEGO | CA | 92110 | 812172085 | OTHER | $497,500 | $0 | INITIATIVE FOR INCLUSIVE ENTREPRENEURSHIP | |
| MOODEAUX | |||||||||
| BRIANNA ARPS 2641 E COLLEGE AVENUE | DECATUR | GA | 30030 | 844087976 | OTHER | $11,500 | $0 | UNDERREPRESENTED ENTREPRENEUR SUPPORT | UNIT 777 |
| MOUNTAIN PLAINS COMMUNITY DEVELOPMENT CORPORATION | |||||||||
| P O BOX 1949 | EAGLE BUTTE | SD | 57625 | 920666369 | 501(C )3 | $25,000 | $0 | GENERAL SUPPORT | |
| OF OTHER WORLDS | |||||||||
| 209 N EUCLID AVE OAK PARK | OAK PARK | IL | 60302 | 842191193 | OTHER | $11,500 | $0 | UNDERREPRESENTED ENTREPRENEUR SUPPORT | |
| OPEN ARMS HOME FOR CHILDREN INC | |||||||||
| PO BOX 2198 | LITCHFIELD PK | AZ | 85340 | 810576905 | 501(C )3 | $7,426 | $0 | GENERAL SUPPORT | |
| OUI THE PEOPLE | |||||||||
| 33 BOND ST 1822 | BROOKLYN | NY | 11201 | 272822053 | OTHER | $11,500 | $0 | UNDERREPRESENTED ENTREPRENEUR SUPPORT | |
| PAPAGAYO | |||||||||
| 1860 S ULSTER ST | DENVER | CO | 80231 | 842657501 | 501(C )3 | $8,000 | $0 | GENERAL SUPPORT | |
| PERGAMENA PARCHMENTS & LEATHERS INC | |||||||||
| 11 FACTORY STREET | MONTGOMERY | NY | 12549 | 352601446 | OTHER | $25,000 | $0 | SUSTAINABLE AGRICULTURE ECONOMIC DEVELOPMENT | |
| RANGE BEAUTY | |||||||||
| 3464 ROXBORO RD NE APT 2305 | ATLANTA | GA | 30326 | 881109717 | OTHER | $11,500 | $0 | UNDERREPRESENTED ENTREPRENEUR SUPPORT | |
| ROOLE LLC | |||||||||
| 229 S BREVARD ST SUITE 301A | CHARLOTTE | NC | 28202 | 813059873 | OTHER | $20,000 | $0 | SUSTAINABLE AND ENVIRONMENTALLY CONSCIOUS CLOTHING DEVELOPMENT | |
| SCHWAB CHARITABLE FUND | |||||||||
| 211 MAIN STREET | SAN FRANCISCO | CA | 94105 | 311640316 | 501(C )3 | $5,526 | $0 | GENERAL SUPPORT | |
| SEASPIRE SKINCARE | |||||||||
| 501 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | 844083571 | OTHER | $11,500 | $0 | UNDERREPRESENTED ENTREPRENEUR SUPPORT | |
| SEED2SHIRT LLC | |||||||||
| 1305 NORTH H STREET A151 | LOMPOC | CA | 93436 | 461796896 | OTHER | $25,000 | $0 | AGRIBUSINESS DEVELOPMENT FOR LOW-INCOME COMMUNITIES | |
| ST ANNE'S EPISCOPAL SCHOOL | |||||||||
| 2701 SOUTH YORK STREET | DENVER | CO | 80210 | 846049400 | 501(C )3 | $6,000 | $0 | GENERAL SUPPORT | |
| TOCABE INDIGENOUS MARKETPLACE | |||||||||
| 3536 W 44TH AVE | DENVER | CO | 80211 | 920563613 | OTHER | $200,000 | $0 | MEALS FOR LOW-INCOME COMMUNITIES | |
| WEAVE SOCIAL FINANCE LLC | |||||||||
| 1536 WYNKOOP ST SUITE 529 | DENVER | CO | 80202 | 455519640 | OTHER | $18,700 | $0 | TENANT EQUITY VEHICLE PRODUCE DEVELOPMENT | |
| WOMENS FOUNDATION OF COLORADO INC | |||||||||
| 1901 E ASBURY AVE | DENVER | CO | 80208 | 841039305 | 501(C )3 | $7,426 | $0 | GENERAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 19 | Total501c3OrgCnt |
| Total Other Org | 22 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| CASH ASSISTANCE FOR MIGRANT COMMUNITIES IMPACTED BY COVID-19 | 649 | $863,500 |
| ONE-TIME CASH GRANTS TO FIRST GENERATION GRADUATING SENIORS | 213 | $106,500 |
| CASH ASSISTANCE FOR ECONOMICALLY DISADVANTAGED | 109 | $64,476 |
| BASIC INCOME TO UNHOUSED | 841 | $4,501,312 |
| CASH ASSISTANCE FOR LOW-INCOME CHILDCARE PROVIDERS | 100 | $577,750 |
| COVID-19 RELIEF | 182 | $250,000 |
| CASH ASSISTANCE FOR LOW-INCOME PREGNANT INDIVIDUALS AND NEW MOMS | 20 | $22,900 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IMPACT CHARITABLE DONOR-ADVISED FUNDS GENERALLY MAKE GRANTS ONLY TO CHARITIES THAT ARE RECOGNIZED AS SECTION 501(C)(3) PUBLIC CHARITIES. FOR GRANTS TO OTHER ORGANIZATIONS, IMPACT CHARITABLE REQUIRES REGULAR, PERIODIC REPORTING FROM THE ORGANIZATIONS IN WRITING, AND SUCH REPORTING MUST INCLUDE DETAILED EXPENSES AS WELL AS UPDATES ON PROGRESS TOWARD THE PURPOSE OF THE GRANT. FOR DIRECT CASH ASSISTANCE GRANTS UNDER IMPACT CHARITABLE'S ECONOMIC MOBILITY PROGRAMS, IMPACT CHARITABLE PARTNERS WITH COMMUNITY BASED ORGANIZATIONS AND SCREENING CONTRACTORS TO ENSURE APPLICANTS MEET ELIGIBILITY REQUIREMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOURDAN MCGINN | PersonNm |
| Title | ECONOMIC MOBILITY DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $154,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $1,336 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $155,336 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (4 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| SUBSTANTIAL CONTRIBUTOR | |||||||
| SUBSTANTIAL CONTRIBUTOR | INVESTMENT | Yes (X) | $750,000 | $750,000 | 0 | Yes (1) | Yes (1) |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| SUBSTANTIAL CONTRIBUTOR | INVESTMENT | Yes (X) | $5,000,000 | $5,000,000 | 0 | Yes (1) | Yes (1) |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| SUBSTANTIAL CONTRIBUTOR | INVESTMENT | Yes (X) | $300,000 | $300,000 | 0 | Yes (1) | Yes (1) |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| SUBSTANTIAL CONTRIBUTOR | INVESTMENT | Yes (X) | $1,000,000 | $1,000,000 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $7,050,000 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $671,792 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN COLUMN (B) REPRESENTS SEPARATE GIFTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6 | UNCOMPENSATED BOARD MEMBERS VOLUNTEER ON AVERAGE FIVE HOURS PER MONTH. BOARD MEMBERS PROVIDE BASIC GOVERNANCE THROUGH BOARD AND COMMITTEE MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 IS REVIEWED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY ALL DIRECTORS AND OFFICERS COMPLETE A STATEMENT THAT DISCLOSES INTERESTS THAT COULD GIVE RISE TO CONFLICTS AND IS EVALUATED AT THE BOARD LEVEL. ANY PERSON WITH A CONFLICT IS GENERALLY PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANICAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER FEES: PROGRAM SERVICE EXPENSES 1,429,520. MANAGEMENT AND GENERAL EXPENSES 49,979. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,479,499. PROGRAM MANAGEMENT: PROGRAM SERVICE EXPENSES 1,906,699. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,906,699. |
| FORM 990, PART XI, LINE 9: | IMPUTED INTEREST -112,325. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| CATALYTIC CAPITAL PARTNERS LLC | ||||||||
| 1536 WYNKOOP STREET SUITE 223 | DENVER | CO | 80202 | INVESTMENT FUND | CO | $0 | $0 | IMPACT CHARITABLE |
| CARE PRI SPV I LLC | ||||||||
| 1536 WYNKOOP STREET SUITE 223 | DENVER | CO | 80202 | INVESTMENT FUND | CO | $1,083 | $872,531 | CATALYTIC CAPITAL PARTNERS |
| MDF CARE ACCESS SERVICES LLC | ||||||||
| 1536 WYNKOOP STREET SUITE 223 | DENVER | CO | 80202 | INVESTMENT FUND | DE | $2,699,061 | $7,172,341 | CATALYTIC CAPITAL PARTNERS |
| INTEGRATED CAPITAL FIBERS FUND | ||||||||
| 1536 WYNKOOP STREET SUITE 223 | DENVER | CO | 80202 | INVESTMENT FUND | CO | $0 | $0 | CATALYTIC CAPITAL PARTNERS |