PARTNER COMMUNITY CAPITAL INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PARTNER COMMUNITY CAPITAL INC (EIN 54-2058754)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-25
- IRS object ID
- 201942989349300114
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-25T09:20:32-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DRIVE SUITE 1400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 542058754 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NATURAL CAPITAL INVESTMENT FUND INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O THE CONSERVATION FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATU | BusinessNameControlTxt |
| Phone | 3048762815 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1098 TURNER ROAD | AddressLine1Txt |
| City | SHEPHERDSTOWN | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25443 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTEN R JENKINS JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3048762815 | PhoneNum |
| Signature | 2019-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA FLANNERY CPA | PreparerPersonNm |
| PTIN | P00928918 | PTIN |
| Phone | 4102469301 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-21 | IPDt |
| IP Tm | 10:39:17 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4EE6A31F760B3C5EA0809148B0E883CC4242B14C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4EE6A31F760B3C5EA0809148B0E883CC4242B14C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | MARTEN R JENKINS JR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1098 TURNER ROAD | AddressLine1Txt |
| City | SHEPHERDSTOWN | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25443 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,957,008 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NCIFUND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | THE NATURAL CAPITAL INVESTMENT FUND ("NCIFUND") IS A CERTIFIED COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION THAT PROVIDES FINANCIAL AND TECHNICAL ASSISTANCE TO SUPPORT DEVELOPMENT OF NATURAL RESOURCE-BASED BUSINESSES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,687,771 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,520,810 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,680,930 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,335,511 | CYProgramServiceRevenueAmt |
| PY Investment Income | $36,502 | PYInvestmentIncomeAmt |
| CY Investment Income | $100,687 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,405,203 | PYTotalRevenueAmt |
| CY Total Revenue | $4,957,008 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $57,439 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,468,102 | PYOtherExpensesAmt |
| CY Other Expenses | $4,326,075 | CYOtherExpensesAmt |
| PY Total Expenses | $2,468,102 | PYTotalExpensesAmt |
| CY Total Expenses | $4,326,075 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $937,101 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $630,933 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,082,234 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,291,093 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,433,475 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,011,401 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,648,759 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,279,692 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FOCUSING ON ECONOMICALLY DISTRESSED AREAS, NCIFUND CATALYZES ENVIRONMENTALLY SUSTAINABLE DEVELOPMENT BY PROVIDING AFFORDABLE, FLEXIBLE CAPITAL AND ADVISORY SERVICES TO SMALL AND EMERGING BUSINESSES THAT CREATE EMPLOYMENT. THROUGH ITS BUSINESS SUPPORT, FIELD BUILDING AND POLICY ACTIVITIES, NCIFUND EMPLOYS A HOLISTIC APPROACH TO ADDRESS THE COMPLEX, INTERWOVEN ISSUES INHERENT IN POVERTY ALLEVIATION, RURAL DEVELOPMENT AND ENVIRONMENTAL SUSTAINABILITY. AS A PRACTITIONER OF SUSTAINABLE DEVELOPMENT, NCIFUND DEMONSTRATES METHODS THAT HELP BUSINESSES, INDIVIDUALS AND COMMUNITIES ACHIEVE TANGIBLE CHANGES THAT RESULT IN ENHANCED PERSONAL OR COMMUNITY ASSETS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,230,557 | ExpenseAmt |
| Revenue | $2,194,738 | RevenueAmt |
| Desc | LENDING PROGRAM: NCIFUND IS A SPECIALIZED, NICHE LENDER FOR START-UP AND EARLY STAGE SMALL BUSINESSES IN UNDERSERVED MARKETS. THE PRIMARY GOAL OF ITS LOAN PROGRAMS IS TO CREATE OR RETAIN FULL-TIME PRIVATE SECTOR JOBS. NCIFUND PROVIDES MICROLOANS IN AMOUNTS FROM $1,000 TO $50,000 AND BUSINESS LOANS SIZED FROM $50,000 TO $750,000. NCIFUND IS APPROVED AS A UNITED STATES DEPARTMENT OF AGRICULTURE (USDA) BUSINESS & INDUSTRY (B & I) GUARANTEED LENDER, GIVING IT THE ABILITY TO PARTICIPATE IN TRANSACTIONS UP TO $2.5 MILLION.NCIFUND'S BUSINESS CLIENTS ARE PREDOMINANTLY LOCATED IN ECONOMICALLY DISTRESSED RURAL COMMUNITIES AND ARE UNABLE TO ACCESS CAPITAL FROM TRADITIONAL SOURCES. TARGET SECTORS INCLUDE, BUT ARE NOT LIMITED TO: ENVIRONMENTAL SERVICES, LOCAL FOOD SYSTEM INFRASTRUCTURE, HERITAGE AND RECREATION-BASED TOURISM, VALUE-ADDED AGRICULTURE, RENEWABLE ENERGY, ENERGY EFFICIENCY, RECYCLING, WATER CONSERVATION AND TREATMENT, SECONDARY FOREST PRODUCTS, NATURAL MEDICINES, GREEN BUILDING, CRITICAL COMMUNITY SERVICES, AND TECHNOLOGIES THAT SUPPORT THE SUSTAINABLE USE OF NATURAL RESOURCES.NCIFUND PURSUES TRIPLE BOTTOM LINE (TBL) SMALL BUSINESS DEVELOPMENT AS A MEANS TO RESPONSIBLY CREATE WEALTH IN DISTRESSED COMMUNITIES. SMALL AND MID-SIZED BUSINESSES CAN DEMONSTRATE THE VIABILITY OF UTILIZING NATURAL ASSETS RESPONSIBLY, WHILE OFFERING OPPORTUNITIES IN LOW INCOME COMMUNITIES TO BUILD WEALTH THROUGH THE CREATION OF LIVING WAGE JOBS WITH BENEFITS AND SKILL BUILDING OPPORTUNITIES. WHILE NCIFUND SPECIALIZES IN FINANCING TBL COMPANIES, IT RECOGNIZES THAT ECONOMICALLY AND ENVIRONMENTALLY HEALTHY COMMUNITIES REQUIRE A DIVERSE RANGE OF BUSINESSES AND SERVICES, SO NCIFUND EXPANDED ITS WORK TO INCLUDE CRITICAL COMMUNITY INFRASTRUCTURE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $830,004 | ExpenseAmt |
| Revenue | $140,773 | RevenueAmt |
| Desc | STRATEGIC INITIATIVES PROGRAM: NCIFUND'S STRATEGIC INITIATIVES USE TARGETED FUNDING AND PARTNERSHIPS WITH SMALL BUSINESS-RELATED OR SECTOR-SPECIFIC COMMUNITY PARTNERS TO DEVOTE ADDED RESOURCES TO PARTICULAR SECTORS OR CONSTITUENCIES WITHIN NCIFUND'S STATED MISSION. THESE INITIATIVES FREQUENTLY COMBINE NCIFUND'S LOAN CAPITAL WITH A) TARGETED BUSINESS ADVISORY SERVICES AND/OR B) GRANT FUNDING FROM PARTNERS IN ORDER TO ENSURE BORROWER SUCCESS AND "BUY DOWN" THE COST OF CRITICAL INFRASTRUCTURE OR SERVICES FOR THE CONSTITUENCIES NCIFUND SEEKS TO SERVE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,060,561 | 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 | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 59 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTEN R JENKINS JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3048762815 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1098 TURNER ROAD | AddressLine1Txt |
| City | SHEPHERDSTOWN | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25443 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| GAT CAPERTON | ||||||||
| CHAIRMAN | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RUTH JOSECK | ||||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JERRELL J DEAVER JR | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| RANDALL RANDY GORE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ARCHIE HART | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WM A TONY HAYES | ||||||||
| DIRECTOR AND TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JENA THOMPSON MEREDITH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $160,383 | $45,039 | 36.50 | ||
| ERIK MEYERS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $231,895 | $31,263 | 36.50 | ||
| MIKKI SAGER | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $196,080 | $30,071 | 34.50 | ||
| EVAN SMITH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $234,649 | $34,145 | 36.50 | ||
| MARTEN R JENKINS JR | ||||||||
| PRESIDENT | 37.50 | Yes (X) | $0 | $153,908 | $44,664 | 0.00 | ||
| PAUL HURT | ||||||||
| SECRETARY | 4.00 | Yes (X) | $0 | $229,430 | $48,790 | 33.50 | ||
| JOSEPH HANKINS | ||||||||
| ASSISTANT TREASURER | 1.00 | Yes (X) | $0 | $215,890 | $30,941 | 36.50 | ||
| SCOTT TSUKUDA | ||||||||
| ASSISTANT TREASURER | 3.00 | Yes (X) | $0 | $115,136 | $22,192 | 34.50 | ||
| CAROLYN KOLDOS | ||||||||
| ASSISTANT SECRETARY | 1.00 | Yes (X) | $0 | $51,764 | $5,969 | 36.50 | ||
| RICHARD LARSON | ||||||||
| SENIOR VICE PRESIDENT | 37.50 | Yes (X) | $0 | $150,481 | $33,908 | 0.00 | ||
| ANNA TEFFT | ||||||||
| SENIOR VICE PRESIDENT | 37.50 | Yes (X) | $0 | $129,762 | $23,532 | 0.00 | ||
| ROSALIND BLACK | ||||||||
| SENIOR VICE PRESIDENT | 37.50 | Yes (X) | $0 | $85,660 | $8,495 | 0.00 | ||
| HANNAH VARGASON | ||||||||
| ASSISTANT TREASURER | 3.00 | Yes (X) | $0 | $61,711 | $17,345 | 34.50 | ||
| ERIKA MCGILLEY | ||||||||
| NCIFUND LENDER | 37.50 | $0 | $103,757 | $40,482 | 0.00 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,120,506 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $416,836 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CONSERVATION FUND A NONPROFIT CORP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1655 N FORT MYER DR SUITE 1300 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MANAGEMENT SERVICES | ServicesDesc |
| Compensation | $1,742,727 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,812,434 | GovernmentGrantsAmt |
| All Other Contributions | $708,376 | AllOtherContributionsAmt |
| Total Contributions | $2,520,810 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INTEREST INC FROM N/R | 522299 | $1,982,469 | $1,982,469 |
| FEE INCOME ON LOANS | 541900 | $171,630 | $171,630 |
| PROJECT INCOME | 541900 | $147,281 | $147,281 |
| OTHER FEES | 541900 | $34,131 | $34,131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,335,511 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $100,687 | TotalRevenueColumnAmt |
| Exclusion | $100,687 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,957,008 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,335,511 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $100,687 | ExclusionAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,742,727 | TotalAmt |
| Program Services | $1,543,559 | ProgramServicesAmt |
| Management And General | $148,131 | ManagementAndGeneralAmt |
| Fundraising | $51,037 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,561 | TotalAmt |
| Program Services | $11,561 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,350 | TotalAmt |
| Management And General | $7,350 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,622 | TotalAmt |
| Program Services | $377,478 | ProgramServicesAmt |
| Management And General | $14,144 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,814 | TotalAmt |
| Program Services | $6,536 | ProgramServicesAmt |
| Management And General | $1,049 | ManagementAndGeneralAmt |
| Fundraising | $229 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,823 | TotalAmt |
| Program Services | $24,039 | ProgramServicesAmt |
| Management And General | $12,943 | ManagementAndGeneralAmt |
| Fundraising | $841 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,940 | TotalAmt |
| Program Services | $55,991 | ProgramServicesAmt |
| Management And General | $8,989 | ManagementAndGeneralAmt |
| Fundraising | $1,960 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,951 | TotalAmt |
| Program Services | $21,706 | ProgramServicesAmt |
| Management And General | $3,485 | ManagementAndGeneralAmt |
| Fundraising | $760 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,446 | TotalAmt |
| Program Services | $58,086 | ProgramServicesAmt |
| Management And General | $9,326 | ManagementAndGeneralAmt |
| Fundraising | $2,034 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,793 | TotalAmt |
| Program Services | $16,557 | ProgramServicesAmt |
| Management And General | $2,658 | ManagementAndGeneralAmt |
| Fundraising | $578 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,459 | TotalAmt |
| Program Services | $669,459 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| PROVISION FOR LOAN LOSS | $1,167,348 | $1,167,348 |
| LOAN ORIGINATION EXPENS | $61,900 | $61,900 |
| LOAN WORKOUT EXPENSE - | $27,826 | $27,826 |
| DEBT ACQUISITION COSTS | $11,276 | $11,276 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,239 | TotalAmt |
| Program Services | $7,239 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,326,075 | TotalAmt |
| Program Services | $4,060,561 | ProgramServicesAmt |
| Management And General | $208,075 | ManagementAndGeneralAmt |
| Fundraising | $57,439 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,316,214 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,234,297 | BOYAmt |
| EOY | $10,170,056 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,554 | BOYAmt |
| EOY | $315,140 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,435 | BOYAmt |
| EOY | $217,842 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,654 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,361,356 | BOYAmt |
| EOY | $33,266,187 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,592 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,082,234 | BOYAmt |
| EOY | $46,291,093 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,794 | BOYAmt |
| EOY | $157,684 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,855,847 | BOYAmt |
| EOY | $2,834,064 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $20,263,657 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,473,834 | BOYAmt |
| EOY | $6,755,996 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,433,475 | BOYAmt |
| EOY | $30,011,401 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,951,540 | BOYAmt |
| EOY | $9,990,768 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,201,725 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,495,494 | BOYAmt |
| EOY | $6,288,924 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,648,759 | BOYAmt |
| EOY | $16,279,692 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,082,234 | BOYAmt |
| EOY | $46,291,093 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $630,933 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CONSERVATION FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521388917 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $4,060,561 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $4,060,561 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| NOTES RECEIVABLE - FINANCING FOR NATURAL RESOURCE-BASED COMPANIES | $33,166,192 | C |
| SC FUEL DEPOT | $99,995 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $33,266,187 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD FOR OTHERS | $13,269 |
| LINE OF CREDIT, RELATED PARTY | $5,000,000 |
| ACCOUNTS PAYABLE, RELATED PARTY | $1,742,727 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,755,996 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,957,008 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,957,008 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,957,008 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,326,075 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,326,075 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,326,075 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | NCIFUND IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, NCIFUND QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. NCIFUND HAD NO NET UNRELATED BUSINESS INCOME TAX FOR THE YEAR ENDED DECEMBER 31, 2018. MANAGEMENT EVALUATED NCIFUND'S TAX POSITIONS AND CONCLUDED THAT NCIFUND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. NCIFUND FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. NCIFUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS BEFORE 2015. |
| PART VIII: | NCIFUND MAKES SMALL BUSINESS LOANS TO CUSTOMERS. THESE LOANS ARE MADE IN WEST VIRGINIA, NORTH CAROLINA AND THE APPALACHIAN AND RURAL AREAS OF MARYLAND, OHIO, KENTUCKY, TENNESSEE, VIRGINIA, SOUTH CAROLINA AND GEORGIA. THE TOTAL AMOUNT OF THE NOTES RECEIVABLE, NET OF ALLOWANCE FOR POSSIBLE LOSSES AT DECEMBER 31, 2018 IS $33,166,192. ALL LOANS REQUIRE BOARD APPROVAL. THE NOTES HAVE VARIOUS INTEREST RATES AND MATURITY DATES, WITH THE LATEST NOTE MATURING IN 2040. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JENA THOMPSON MEREDITH | ||||||||||||||
| DIRECTOR | $0 | $122,323 | $0 | $26,500 | $0 | $11,560 | $0 | $14,450 | $0 | $30,589 | $0 | $205,422 | $0 | $0 |
| ERIK MEYERS | ||||||||||||||
| DIRECTOR | $0 | $191,320 | $0 | $37,400 | $0 | $3,175 | $0 | $19,255 | $0 | $12,008 | $0 | $263,158 | $0 | $0 |
| MIKKI SAGER | ||||||||||||||
| DIRECTOR | $0 | $166,405 | $0 | $26,500 | $0 | $3,175 | $0 | $16,850 | $0 | $13,221 | $0 | $226,151 | $0 | $0 |
| EVAN SMITH | ||||||||||||||
| DIRECTOR | $0 | $189,774 | $0 | $44,500 | $0 | $375 | $0 | $19,260 | $0 | $14,885 | $0 | $268,794 | $0 | $0 |
| MARTEN R JENKINS JR | ||||||||||||||
| PRESIDENT | $0 | $129,133 | $0 | $24,200 | $0 | $575 | $0 | $14,100 | $0 | $30,564 | $0 | $198,572 | $0 | $0 |
| PAUL HURT | ||||||||||||||
| SECRETARY | $0 | $181,455 | $0 | $44,800 | $0 | $3,175 | $0 | $19,240 | $0 | $29,550 | $0 | $278,220 | $0 | $0 |
| JOSEPH HANKINS | ||||||||||||||
| ASSISTANT TREASURER | $0 | $180,306 | $0 | $34,000 | $0 | $1,584 | $0 | $18,460 | $0 | $12,481 | $0 | $246,831 | $0 | $0 |
| RICHARD LARSON | ||||||||||||||
| SENIOR VICE PRESIDENT | $0 | $142,831 | $0 | $6,000 | $0 | $1,650 | $0 | $15,050 | $0 | $18,858 | $0 | $184,389 | $0 | $0 |
| ANNA TEFFT | ||||||||||||||
| SENIOR VICE PRESIDENT | $0 | $113,845 | $0 | $15,400 | $0 | $517 | $0 | $11,550 | $0 | $11,982 | $0 | $153,294 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE COMPENSATION OF THE ORGANIZATION'S CEO IS DETERMINED BY A RELATED ORGANIZATION, THE CONSERVATION FUND. TCF USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | A RELATED ORGANIZATION, THE CONSERVATION FUND, A NONPROFIT CORPORATION ("TCF"), PROVIDES MANAGEMENT SERVICES TO THE NCIFUND. THOSE SERVICES INCLUDE TECHNICAL, MANAGEMENT, AND ADMINISTRATIVE SUPPORT BY PROVIDING EMPLOYEES FOR FULL-TIME SUPPORT. OTHER SUPPORT PROVIDED BY TCF TO NCIFUND MAY INCLUDE LEGAL, ACCOUNTING AND FINANCIAL, FUNDRAISING AND DEVELOPMENT, MARKETING AND COMMUNICATION, AND OTHER ADMINISTRATIVE SERVICES AS NECESSARY FOR THE NCIFUND TO COMPLETE ITS CHARITABLE MISSION. COMPENSATION PAID BY THE MANAGEMENT COMPANY TO OFFICERS, DIRECTORS, AND KEY EMPLOYEES OF THE NCIFUND IS INCLUDED IN FORM 990, PART VII COLUMNS E AND F. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE INDEPENDENT AUDITING FIRM ENGAGED TO CONDUCT AN ANNUAL AUDIT OF THE FINANCIAL STATEMENTS OF NCIFUND IS ENGAGED TO ASSIST IN THE PREPARATION OF THE FORM 990. THE NCIFUND PRESIDENT AND SVP, DIRECTOR OF FINANCE ALONG WITH THE CONTROLLER OF THE CONSERVATION FUND, NCIFUND'S PARENT ORGANIZATION, DIRECTLY PARTICIPATE IN THE PREPARATION OF THE FORM, DRAFTING RESPONSES TO QUESTIONS AND REVIEWING THE FORM 990 IN DRAFT FORM. A DRAFT COPY OF THE FORM 990 IS SENT TO THE MEMBERS OF THE NCIFUND BOARD OF DIRECTORS, REQUESTING COMMENTS AND QUESTIONS FROM THEM. SUBSEQUENT TO THE REVIEW AND REVISION PROCESS OF THE NCIFUND BOARD AND MANAGEMENT, THE FORM 990 IS FINALIZED AND FILED WITH THE IRS. COPIES OF THE FORM ARE THEN MADE AVAILABLE FOR PUBLIC INSPECTION. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS PROVIDED TO EACH DIRECTOR, OFFICER, OR MEMBER OF A COMMITTEE AT A REGULAR BOARD MEETING EACH YEAR. EACH INTERESTED PERSON SHALL ANNUALLY SIGN A STATEMENT THAT AFFIRMS THAT SUCH PERSON (A) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, (B) HAS READ AND UNDERSTANDS THE POLICY, (C) HAS AGREED TO COMPLY WITH THE POLICY, AND (D) UNDERSTANDS THAT THE CORPORATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IF THERE IS A DISCLOSURE OF A FINANCIAL INTEREST, THE INTERESTED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING DIRECTORS OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | NCIFUND DOES NOT HAVE ANY DIRECT EMPLOYEES. EMPLOYEES OF THE CONSERVATION FUND PERFORM THE PROGRAM AND MANAGEMENT DUTIES. THE CONSERVATION FUND USES AN OUTSIDE THIRD PARTY COMPENSATION STUDY TO EVALUATE COMPENSATION LEVELS FOR ITS PRESIDENT AND KEY OFFICIALS. THE CONSERVATION FUND'S GOVERNANCE COMMITTEE APPROVES COMPENSATION AMOUNTS FOR THE PRESIDENT AND KEY OFFICIALS. |
| FORM 990, PART VI, SECTION C, LINE 19 | NCIFUND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART VII, SECTION A: | NCIFUND IS A SUPPORTING ORGANIZATION TO THE CONSERVATION FUND. ALL DIRECTORS AND OFFICERS WHO ARE COMPENSATED ARE FULL-TIME EMPLOYEES, 37.5 HOURS PER WEEK, OF THE CONSERVATION FUND. HOURS NOT SPENT WORKING BY OFFICERS ON THE AFFAIRS OF NCIFUND ARE SPENT WORKING FOR THE CONSERVATION FUND OR ANOTHER RELATED ORGANIZATION, SUSTAINABLE CONSERVATION, INC. COMPENSATION LISTED IN COLUMN E OF PART VII, SECTION A AND SCHEDULE J PART II IS PAID BY THE CONSERVATION FUND TO THESE INDIVIDUALS. NCIFUND PAYS THE CONSERVATION FUND AN ANNUAL MANAGEMENT FEE WHICH INCLUDES PAYMENT FOR THE USE OF THESE EMPLOYEES. MR. JENKINS DEVOTES HIS TIME TO THE AFFAIRS OF NCIFUND. |
| FORM 990, PART X, LINE 29: | SOME DONOR CONTRIBUTIONS TO BE USED FOR LOAN CAPITAL ARE RECORDED BY NCIFUND IN ITS LOAN CAPITAL REVOLVING FUND AS PERPETUAL IN NATURE. THE FUNDS ARE USED TO PROVIDE FINANCING CAPITAL TO QUALIFYING BUSINESSES. THE LOAN CAPITAL REVOLVING FUND IS REPLENISHED AS THE LOAN PRINCIPAL IS REPAID. IN THE EVENT THAT A NOTE RECEIVABLE FUNDED BY CONTRIBUTIONS THAT ARE PERPETUAL IN NATURE, BECOMES UNCOLLECTIBLE, NCIFUND WRITES OFF THE UNCOLLECTIBLE AMOUNT (LOSS) AGAINST THE NET ASSETS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE CONSERVATION FUND | |||||||||||
| 1655 N FORT MYER DR SUITE 1300 | ARLINGTON | VA | 22209 | 521388917 | CONSERVATION | MD | 501(C)(3) | LINE 7 | N/A | 0 | |
| SUSTAINABLE CONSERVATION INC | |||||||||||
| 1655 N FORT MYER DR SUITE 1300 | ARLINGTON | VA | 22209 | 621586798 | CONSERVATION REAL ESTATE OWNERSHIP | MD | 501(C)(3) | LINE 12A, I | 0 | THE CONSERVATION FUND | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments