PARTNERS FOR SELF-EMPLOYMENT INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PARTNERS FOR SELF-EMPLOYMENT INC (EIN 65-0464173)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-06
- IRS object ID
- 201703109349301005
- Schema version
- 2016v3.0
- 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 | 2017-11-06T10:12:30-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARLON KILGOUR | PreparerPersonNm |
| PTIN | P01511784 | PTIN |
| Phone | 3052337900 | PhoneNum |
| Preparation | 2017-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | BF80C523EFDEBA94A69D475634934201FCAF8C0A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BF80C523EFDEBA94A69D475634934201FCAF8C0A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | 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 | $897,835 | 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 | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $363,339 | PYContributionsGrantsAmt |
| CY Contributions Grants | $897,835 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $363,339 | PYTotalRevenueAmt |
| CY Total Revenue | $897,835 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $194,375 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $178,810 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $245,339 | PYOtherExpensesAmt |
| CY Other Expenses | $301,885 | CYOtherExpensesAmt |
| PY Total Expenses | $439,714 | PYTotalExpensesAmt |
| CY Total Expenses | $480,695 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$76,375 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $417,140 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,211,455 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,666,524 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $219,425 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $257,354 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $992,030 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,409,170 | 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 | $138,674 | 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 | $93,458 | 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 | $232,132 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | 1 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Employee | 7 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | 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 | Yes (true) | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|
| ROBERT ROGERS | |||||
| CHAIRMAN | Yes (X) | $0 | $0 | $0 | |
| ELLEN KEMPLER - ROSEN | |||||
| PRESIDENT | Yes (X) | $0 | $0 | $0 | |
| NADINE OLMANN | |||||
| SECREATARY | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER PAYNE | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| MARIO ERNESTO GODERICH III | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| MARIA COTO | |||||
| EXECUTIVE DI | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $846,322 | GovernmentGrantsAmt |
| All Other Contributions | $51,513 | AllOtherContributionsAmt |
| Total Contributions | $897,835 | TotalContributionsAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $897,835 | TotalRevenueColumnAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,682 | TotalAmt |
| Program Services | $47,635 | ProgramServicesAmt |
| Management And General | $117,047 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,128 | TotalAmt |
| Program Services | $4,324 | ProgramServicesAmt |
| Management And General | $9,804 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,376 | TotalAmt |
| Program Services | $16,688 | ProgramServicesAmt |
| Management And General | $16,688 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $452 | TotalAmt |
| Program Services | $301 | ProgramServicesAmt |
| Management And General | $151 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,321 | TotalAmt |
| Program Services | $2,996 | ProgramServicesAmt |
| Management And General | $1,325 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,996 | TotalAmt |
| Program Services | $6,306 | ProgramServicesAmt |
| Management And General | $3,690 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,818 | TotalAmt |
| Program Services | $93,458 | ProgramServicesAmt |
| Management And General | $57,360 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,657 | TotalAmt |
| Program Services | $968 | ProgramServicesAmt |
| Management And General | $689 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,753 | TotalAmt |
| Program Services | $25,872 | ProgramServicesAmt |
| Management And General | $6,881 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BAD DEBT EXPENSE | $47,478 | $23,739 | $23,739 |
| EQUIPMENT RENTAL | $7,265 | $4,844 | $2,421 |
| OTHER EXPENSE | $6,591 | $907 | $5,684 |
| LICENSE AND FEES | $3,549 | $3,549 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,629 | TotalAmt |
| Program Services | $545 | ProgramServicesAmt |
| Management And General | $3,084 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $480,695 | TotalAmt |
| Program Services | $232,132 | ProgramServicesAmt |
| Management And General | $248,563 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $565,597 | BOYAmt |
| EOY | $818,677 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $635,241 | BOYAmt |
| EOY | $837,957 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,278 | BOYAmt |
| EOY | $6,439 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,451 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,339 | BOYAmt |
| EOY | $3,451 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,211,455 | BOYAmt |
| EOY | $1,666,524 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,353 | BOYAmt |
| EOY | $194,394 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,072 | BOYAmt |
| EOY | $62,960 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,425 | BOYAmt |
| EOY | $257,354 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $992,030 | BOYAmt |
| EOY | $1,409,170 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $992,030 | BOYAmt |
| EOY | $1,409,170 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,211,455 | BOYAmt |
| EOY | $1,666,524 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $417,140 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (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 | $370,177 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $591,898 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $432,266 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $363,339 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $897,835 | CurrentTaxYearAmt |
| Total | $2,655,515 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $370,177 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $591,898 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $432,266 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $363,339 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $897,835 | CurrentTaxYearAmt |
| Total | $2,655,515 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,655,515 | PublicSupportTotal170Amt |
| Total Support | $2,655,515 | TotalSupportAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,451 | OtherCostOrOtherBasisAmt |
| Book Value | $3,451 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,451 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURED LINE OF CREDIT | Desc |
| Amt | $62,960 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $62,960 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $897,835 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $897,835 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $897,835 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $480,695 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $480,695 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $480,695 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 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. |
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