PARTNERS FOR SELF-EMPLOYMENT INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PARTNERS FOR SELF-EMPLOYMENT INC (EIN 65-0464173)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349323534
- Schema version
- 2019v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T19:26:05-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264384830 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KILGOUR & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15715 S DIXIE HWY STE 202 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331571875 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650464173 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARTNERS FOR SELF EMPLOYMENT | BusinessNameLine1Txt |
| Business Name Line2 | MICRO - BUSINESS USA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PART | BusinessNameControlTxt |
| Phone | 3054381407 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 BISCAYNE BLVD | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33137 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA COTO | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3054381407 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARLON KILGOUR CPA | PreparerPersonNm |
| PTIN | P01511784 | PTIN |
| Phone | 3057931772 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.228.144.166 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 19:26:05 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BED0A8790CABC1A375C267CCBA96440919111EDB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BED0A8790CABC1A375C267CCBA96440919111EDB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARIA COTO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 BISCAYNE BLVD | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33137 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $859,957 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PARTNERSFORSELFEMPLOYMENT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE FINANCIAL WELL-BEING OF LOW TO MODERATE INCOME INDIVIDUALS AND BUSINESSES IN SOUTH FLORIDA VIA BUSINESS AND FINANCIAL LITERACY TRAINING AND PROVIDING OPPORTUNITIES TO BORROW AND SAVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $856,906 | PYContributionsGrantsAmt |
| CY Contributions Grants | $859,957 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $856,906 | PYTotalRevenueAmt |
| CY Total Revenue | $859,957 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $172,463 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $120,902 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $262,044 | PYOtherExpensesAmt |
| CY Other Expenses | $229,719 | CYOtherExpensesAmt |
| PY Total Expenses | $434,507 | PYTotalExpensesAmt |
| CY Total Expenses | $350,621 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $422,399 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $509,336 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,701,612 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,066,903 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $350,418 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $375,677 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,351,194 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,691,226 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROMOTE FINANCIAL WELL-BEING OF LOW TO MODERATE INCOME INDIVIDUALS AND FAMILIES IN SOUTH FLORIDA VIA FINANCIAL LITERACY TRAINING AND PROVIDING OPPORTUNITIES TO BORROW AND SAVE. WE STRIVE TO BE A COST EFFECTIVE PROVIDER OF FINANCIAL AND TRAINING SERVICES TO OUR CONSTITUENTS AND AS A PRUDENT AND RESPONSIBLE STEWARD OF THE FUNDS ENTRUSTED TO US. OUR MISSION IS CARRIED OUT BY AN ENTHUSIASTIC AND COMMITTED EMPLOYEES AND BOARD OF DIRECTORS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $98,711 | ExpenseAmt |
| Desc | LENDING PROGRAM- THE ORGANIZATION PROVIDED MICRO BUSINESS LOANS TO LOW TO MODERATE INCOME RESIDENTS OF MIAMI DADE AND SOUTH BROWARD COUNTY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $83,170 | ExpenseAmt |
| Desc | MATCHED SAVINGS PROGRAM (IDA) - THE ORGANIZATION PROVDES A 2:1 MATCH FOR EACH DOLLAR OF LOW AND MODERATE INCOME INDIVIDUALS SAVES EACH MONTH TOWARD A FIRST TIME HOME PURCHASE OR BUSINESS EXPANSION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MATCHED SAVINGS PROGRAM (IDA) - THE ORGANIZATION PROVDES A 2:1 MATCH FOR EACH DOLLAR OF LOW AND MODERATE INCOME INDIVIDUALS SAVES EACH MONTH TOWARD A FIRST TIME HOME PURCHASE OR BUSINESS EXPANSION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $181,881 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIA COTO | BusinessNameLine1Txt |
| Business Name Line2 | 3000 BISCAYNE BLVD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3054381407 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 BISCAYNE BLVD | AddressLine1Txt |
| Address Line2 | 3000 BISCAYNE BLVD | AddressLine2Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33137 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| MARIA COTO | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $76,439 | $0 | $0 | |
| MARIO ERNESTO GODERICH III | ||||||
| DIRECTOR | 2.50 | $0 | $0 | $0 | Yes (X) | |
| NADINE OLMANN | ||||||
| SECRETARY | 2.50 | $0 | $0 | $0 | Yes (X) | |
| CHRISTOPHER PAYNE | ||||||
| TREASURER | 2.50 | $0 | $0 | $0 | Yes (X) | |
| ROBERT ROGERS | ||||||
| CHAIRMAN | 2.50 | $0 | $0 | $0 | Yes (X) | |
| ELLEN KEMPLER - ROSEN | ||||||
| PRESIDENT | 2.50 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $76,439 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $792,367 | GovernmentGrantsAmt |
| All Other Contributions | $67,590 | AllOtherContributionsAmt |
| Total Contributions | $859,957 | TotalContributionsAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $859,957 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,766 | TotalAmt |
| Program Services | $41,725 | ProgramServicesAmt |
| Management And General | $67,041 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,136 | TotalAmt |
| Program Services | $6,257 | ProgramServicesAmt |
| Management And General | $5,879 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,485 | TotalAmt |
| Program Services | $26,119 | ProgramServicesAmt |
| Management And General | $20,366 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,674 | TotalAmt |
| Program Services | $1,409 | ProgramServicesAmt |
| Management And General | $265 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,534 | TotalAmt |
| Program Services | $4,457 | ProgramServicesAmt |
| Management And General | $4,077 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,758 | TotalAmt |
| Program Services | $83,170 | ProgramServicesAmt |
| Management And General | $41,588 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,638 | TotalAmt |
| Management And General | $3,638 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150 | TotalAmt |
| Management And General | $150 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,975 | TotalAmt |
| Program Services | $13,774 | ProgramServicesAmt |
| Management And General | $12,201 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| MISCELLANEUS | $9,657 | $9,657 | |
| EQUIPMENT RENTAL | $4,666 | $1,778 | $2,888 |
| LICENSE AND FEES | $3,973 | $2,000 | $1,973 |
| MEALS AND ENTERTAINMENT | $209 | $100 | $109 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,621 | TotalAmt |
| Program Services | $181,881 | ProgramServicesAmt |
| Management And General | $168,740 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,080,457 | BOYAmt |
| EOY | $1,137,295 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,108 | BOYAmt |
| EOY | $471,252 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,379,416 | BOYAmt |
| EOY | $1,451,244 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,112 | BOYAmt |
| EOY | $7,112 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $519 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,701,612 | BOYAmt |
| EOY | $3,066,903 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,562 | BOYAmt |
| EOY | $342,074 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,120 | BOYAmt |
| EOY | $3,979 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,736 | BOYAmt |
| EOY | $29,624 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,418 | BOYAmt |
| EOY | $375,677 | 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 | $2,351,194 | BOYAmt |
| EOY | $2,691,226 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,351,194 | BOYAmt |
| EOY | $2,691,226 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,701,612 | BOYAmt |
| EOY | $3,066,903 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $509,336 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$169,304 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
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 | $363,339 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $897,835 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $846,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $856,906 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $859,957 | CurrentTaxYearAmt |
| Total | $3,824,854 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $363,339 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $897,835 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $846,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $856,906 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $859,957 | CurrentTaxYearAmt |
| Total | $3,824,854 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,824,854 | PublicSupportTotal170Amt |
| Total Support | $3,824,854 | TotalSupportAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURED LINE OF CREDIT | Desc |
| Amt | $29,624 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $29,624 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $859,957 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $859,957 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $859,957 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $350,621 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $350,621 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $350,621 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | TO PROMOTE FINANCIAL WELL-BEING OF LOW TO MODERATE INCOME INDIVIDUALS AND FAMILIES IN SOUTH FLORIDA VIA FINANCIAL LITERACY TRAINING AND PROVIDING OPPORTUNITIES TO BORROW AND SAVE. WE STRIVE TO BE A COST EFFECTIVE PROVIDER OF FINANCIAL AND TRAINING SERVICES TO OUR CONSTITUENTS AND AS A PRUDENT AND RESPONSIBLE STEWARD OF THE FUNDS ENTRUSTED TO US. OUR MISSION IS CARRIED OUT BY AN ENTHUSIASTIC AND COMMITTED EMPLOYEES AND BOARD OF DIRECTORS. |
| FORM 990, PAGE 2, PART III, LINE 4D | MATCHED SAVINGS PROGRAM (IDA) - THE ORGANIZATION PROVDES A 2:1 MATCH FOR EACH DOLLAR OF LOW AND MODERATE INCOME INDIVIDUALS SAVES EACH MONTH TOWARD A FIRST TIME HOME PURCHASE OR BUSINESS EXPANSION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS REVIEWED BY BOARD MEMEBERS BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS APPROVE THE SALARY OF THE MANAGEMENT TEAM. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES 24,657 19,810 0 BANK CHARGES 405 406 0 CREDIT SERVICES 825 0 0 SERVICE FEES 232 150 0 TOTAL 26,119 20,366 0 |
| FORM 990, PART XI, LINE 9 | PRIOR PERIOD ADJUSTMENT DUE TO GRANT INCOME -169,304 |
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