KIVA MICROFUNDS: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- KIVA MICROFUNDS (EIN 71-0992446)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201731329349304348
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T13:39:01-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770051130 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABBOTT STRINGHAM & LYNCH | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 MERIDIAN AVE 2ND FLR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95125 | 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 | 710992446 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIVA MICROFUNDS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIVA | BusinessNameControlTxt |
| Phone | 4153587500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 875 HOWARD STREET NO 340 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAYMOND WHITE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4153587500 | PhoneNum |
| Signature | 2017-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHEBA B DALANEY | PreparerPersonNm |
| PTIN | P00351252 | PTIN |
| Phone | 4083778700 | PhoneNum |
| Preparation | 2017-05-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.217.167.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-10 | IPDt |
| IP Tm | 11:19:25 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FFD1F90D6198A20E33ED07589EB0BC119165DA11 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4F72E0DB1F6FFD53C8CE67262249EDE027C95480 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RAYMOND WHITE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 875 HOWARD STREET NO 340 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,226,524 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KIVA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | KIVA'S MISSION IS TO CONNECT PEOPLE, THROUGH LENDING, FOR THE SAKE OF ALLEVIATING POVERTY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 119 | TotalEmployeeCnt |
| Total Volunteers | 450 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,779,764 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,070,812 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $63,720 | PYInvestmentIncomeAmt |
| CY Investment Income | $126,632 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,401 | PYOtherRevenueAmt |
| CY Other Revenue | $22,436 | CYOtherRevenueAmt |
| PY Total Revenue | $19,847,885 | PYTotalRevenueAmt |
| CY Total Revenue | $17,219,880 | 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 | $9,449,905 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,598,868 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,259,174 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,465,925 | PYOtherExpensesAmt |
| CY Other Expenses | $6,297,009 | CYOtherExpensesAmt |
| PY Total Expenses | $15,915,830 | PYTotalExpensesAmt |
| CY Total Expenses | $16,895,877 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,932,055 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $324,003 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,633,236 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,766,482 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,243,397 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,069,603 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,389,839 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,696,879 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | KIVA IS A NON-PROFIT ORGANIZATION WITH A MISSION TO CONNECT PEOPLE THROUGH LENDING TO ALLEVIATE POVERTY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,104,819 | ExpenseAmt |
| Revenue | $22,436 | RevenueAmt |
| Desc | KIVA PARTNERS WITH OVER 312 GLOBAL MICROFINANCE INSTITUTIONS ("MFIS") AND OTHER SOCIALLY MINDED ORGANIZATIONS AND ENTERPRISES IN MORE THAN SEVENTY-EIGHT (78) COUNTRIES ACROSS THE GLOBE. THIS NETWORK OF PARTNERSHIPS ENABLES KIVA TO CONNECT WITH BORROWERS SEEKING MICRO-LOANS. KIVA'S PARTNER ORGANIZATIONS ARE RESPONSIBLE FOR SELECTING AND VETTING THE BORROWERS AND ADMINISTRATING THE LOANS. KIVA'S ONLINE PLATFORM CONNECTS THESE BORROWERS WITH OVER 1.6 MILLION INDIVIDUALS TO DATE WHO WANT TO CONTRIBUTE LOAN FUNDS VIA THE INTERNET. IN 2012, KIVA INITIATED MORE CONCERTED WORK ON A PILOT PROGRAM (FORMERLY "KIVA ZIP" NOW RENAMED "KIVA US"), DESIGNED TO TEST THE FEASIBILITY OF FACILITATING MICROFINANCE LOANS FROM KIVA USERS MORE DIRECTLY TO KIVA BORROWERS VIA A SEPARATE WEBSITE URL (ZIP.KIVA.ORG). IN 2016, THE KIVA US WEBSITE WAS INTEGRATED INTO THE MAIN KIVA.ORG WEBSITE.IN 2013, KIVA CREATED KIVA-DAF, LLC ("KDAF") AND, IN 2016, CREATED KIVA IMPACT FUNDS, LLC ("KIF"), TO FURTHER ITS MISSION. | Desc |
| Total Program Service Expenses | $13,104,819 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | 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 | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 44 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 119 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | KE | ForeignCountryCd |
| 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 |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | 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 | RAYMOND WHITE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4153587528 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 875 HOWARD STREET SUITE 340 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| REID HOFFMAN | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TABREEZ VERJEE | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE HANNA FARRIS | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AMY ROWE KLEMENT | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN MULLER | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WENCES CASARES | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MAYA CHORENGEL | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PREMAL SHAH | ||||||||
| PRESIDENT & BOARD MEMBER | 40.00 | Yes (X) | $386,502 | $0 | $24,757 | Yes (X) | ||
| MARTIN TSCHOPP | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | $293,673 | $0 | $25,151 | Yes (X) | |||
| AUSTIN CHOI | ||||||||
| GENERAL COUNSEL | 40.00 | $190,038 | $0 | $25,833 | Yes (X) | |||
| LISA HOGEN | ||||||||
| CHIEF DEVELOPMENT OFFICER | 30.00 | $139,320 | $0 | $22,922 | Yes (X) | |||
| JONATHAN PRICE | ||||||||
| SR. DIRECTOR, KIVA US | 40.00 | $128,586 | $0 | $9,212 | Yes (X) | |||
| SONALI KOTHARI | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | $175,779 | $0 | $11,103 | Yes (X) | |||
| CHELSA BOCCI | ||||||||
| VP, MARKETING | 40.00 | $121,390 | $0 | $10,818 | Yes (X) | |||
| RAYMOND WHITE | ||||||||
| CHIEF FINANCIAL OFFICER | 30.00 | $164,210 | $0 | $27,315 | Yes (X) | |||
| KEVIN O'BRIEN | ||||||||
| CHIEF TECHNOLOGY OFFICER | 40.00 | $137,548 | $0 | $9,238 | Yes (X) | |||
| CHER JACQUES | ||||||||
| VP, GLOBAL PARTNERSHIPS | 40.00 | $117,882 | $0 | $10,838 | Yes (X) | |||
| BENNETT GRASSANO | ||||||||
| VP, STRATEGIC DEVELOPMENT | 40.00 | $138,858 | $0 | $14,076 | Yes (X) | |||
| NOAH BALMER | ||||||||
| PRINCIPAL SOFTWARE ENGINEER | 40.00 | $127,501 | $0 | $8,773 | Yes (X) | |||
| JEN KOBAYASHI | ||||||||
| DIRECTOR, SOFTWARE DEVELOPMENT | 40.00 | $134,629 | $0 | $26,076 | Yes (X) | |||
| TIM LEDLIE | ||||||||
| PRINCIPAL SOFTWARE ENGINEER | 40.00 | $130,722 | $0 | $10,930 | Yes (X) | |||
| VAN MITTAL-HENKLE | ||||||||
| SR. SOFTWARE ENGINEER | 40.00 | $123,797 | $0 | $24,884 | Yes (X) | |||
| DAVID POLLAK | ||||||||
| FORMER VP, ENGINEERING | 40.00 | $149,916 | $0 | $7,367 | Yes (X) | |||
| AMY RISCH | ||||||||
| FORMER DISTINGUISHED SOFTWARE ENGINEER | 40.00 | $140,770 | $0 | $22,188 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,801,121 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $291,481 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $17,070,812 | AllOtherContributionsAmt |
| Total Contributions | $17,070,812 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $116,184 | TotalRevenueColumnAmt |
| Exclusion | $116,184 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,092 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,644 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,448 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,448 | TotalRevenueColumnAmt |
| Exclusion | $10,448 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER MISC INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $22,436 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,436 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $22,436 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,219,880 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,436 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $126,632 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,032,114 | TotalAmt |
| Program Services | $1,662,230 | ProgramServicesAmt |
| Management And General | $197,794 | ManagementAndGeneralAmt |
| Fundraising | $172,090 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,334,843 | TotalAmt |
| Program Services | $5,181,779 | ProgramServicesAmt |
| Management And General | $616,595 | ManagementAndGeneralAmt |
| Fundraising | $536,469 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,477 | TotalAmt |
| Program Services | $243,204 | ProgramServicesAmt |
| Management And General | $38,930 | ManagementAndGeneralAmt |
| Fundraising | $25,343 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,138,316 | TotalAmt |
| Program Services | $900,368 | ProgramServicesAmt |
| Management And General | $144,123 | ManagementAndGeneralAmt |
| Fundraising | $93,825 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $786,118 | TotalAmt |
| Program Services | $656,021 | ProgramServicesAmt |
| Management And General | $69,576 | ManagementAndGeneralAmt |
| Fundraising | $60,521 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,120 | TotalAmt |
| Program Services | $3,632 | ProgramServicesAmt |
| Management And General | $75,412 | ManagementAndGeneralAmt |
| Fundraising | $76 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,739 | TotalAmt |
| Program Services | $10,133 | ProgramServicesAmt |
| Management And General | $210,395 | ManagementAndGeneralAmt |
| Fundraising | $211 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,516 | TotalAmt |
| Program Services | $3,971 | ProgramServicesAmt |
| Management And General | $82,462 | ManagementAndGeneralAmt |
| Fundraising | $83 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,480 | TotalAmt |
| Program Services | $385,425 | ProgramServicesAmt |
| Fundraising | $1,055 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,642 | TotalAmt |
| Program Services | $47,428 | ProgramServicesAmt |
| Management And General | $43,582 | ManagementAndGeneralAmt |
| Fundraising | $3,632 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $598,692 | TotalAmt |
| Program Services | $431,356 | ProgramServicesAmt |
| Management And General | $125,729 | ManagementAndGeneralAmt |
| Fundraising | $41,607 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $703,982 | TotalAmt |
| Program Services | $568,250 | ProgramServicesAmt |
| Management And General | $79,596 | ManagementAndGeneralAmt |
| Fundraising | $56,136 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,164 | TotalAmt |
| Program Services | $266,128 | ProgramServicesAmt |
| Management And General | $8,615 | ManagementAndGeneralAmt |
| Fundraising | $62,421 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,750 | TotalAmt |
| Program Services | $13,750 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,119,612 | TotalAmt |
| Program Services | $1,721,922 | ProgramServicesAmt |
| Management And General | $212,587 | ManagementAndGeneralAmt |
| Fundraising | $185,103 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,852 | TotalAmt |
| Program Services | $96,301 | ProgramServicesAmt |
| Management And General | $17,402 | ManagementAndGeneralAmt |
| Fundraising | $10,149 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACTORS | $936,801 | $494,570 | $442,231 | $0 |
| STAFF DEVELOPMENT | $122,678 | $34,778 | $86,384 | $1,516 |
| PORTFOLIO TEAM TRAINING | $105,430 | $105,198 | $232 | $0 |
| CURRENCY AND DAF LOSS | $96,468 | $96,468 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,083 | TotalAmt |
| Program Services | $181,907 | ProgramServicesAmt |
| Management And General | $80,239 | ManagementAndGeneralAmt |
| Fundraising | $8,937 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,895,877 | TotalAmt |
| Program Services | $13,104,819 | ProgramServicesAmt |
| Management And General | $2,531,884 | ManagementAndGeneralAmt |
| Fundraising | $1,259,174 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,884,875 | BOYAmt |
| EOY | $5,324,860 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,375,606 | BOYAmt |
| EOY | $7,390,219 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,980,581 | BOYAmt |
| EOY | $1,641,877 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,598 | BOYAmt |
| EOY | $238,746 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,462,110 | BOYAmt |
| EOY | $21,039,034 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $523,411 | BOYAmt |
| EOY | $1,459,466 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,857,277 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,451,206 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,089,161 | BOYAmt |
| EOY | $2,406,071 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,600 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $25,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,894 | BOYAmt |
| EOY | $239,609 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,633,236 | BOYAmt |
| EOY | $39,766,482 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,138,180 | BOYAmt |
| EOY | $1,344,394 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $706,950 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $10,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,217 | BOYAmt |
| EOY | $18,259 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,243,397 | BOYAmt |
| EOY | $12,069,603 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,812,405 | BOYAmt |
| EOY | $13,063,021 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,577,434 | BOYAmt |
| EOY | $14,633,858 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,389,839 | BOYAmt |
| EOY | $27,696,879 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,633,236 | BOYAmt |
| EOY | $39,766,482 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $324,003 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,479 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$18,442 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $15,555,107 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,418,745 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,402,028 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,779,764 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,070,812 | CurrentTaxYearAmt |
| Total | $82,226,456 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,555,107 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,418,745 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,402,028 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,779,764 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,070,812 | CurrentTaxYearAmt |
| Total | $82,226,456 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $82,226,456 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $76,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,327 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,720 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,632 | CurrentTaxYearAmt |
| Total | $424,471 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $905 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $240,137 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,352 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,401 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,436 | CurrentTaxYearAmt |
| Total | $419,231 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $83,070,158 | TotalSupportAmt |
| Public Support CY170 | 0.98980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98980 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 17 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,327,545 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $105,799 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $10,252,344 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $141,558,195 | BeginningBalanceAmt |
| Additions During Year | $60,052,368 | AdditionsDuringYearAmt |
| Distributions During Year | $44,128,860 | DistributionsDuringYearAmt |
| Ending Balance | $157,481,703 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $162,575 | OtherCostOrOtherBasisAmt |
| Depreciation | $156,929 | DepreciationAmt |
| Book Value | $5,646 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,027,442 | OtherCostOrOtherBasisAmt |
| Depreciation | $923,928 | DepreciationAmt |
| Book Value | $103,514 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,667,260 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,370,349 | DepreciationAmt |
| Book Value | $2,296,911 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,406,071 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT OBLIGATION | Desc |
| Amt | $18,259 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18,259 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,058,384 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,479 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,943,941 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,945,420 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,112,964 | RevenueSubtotalAmt |
| Other Revenues Not Included | $106,917 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $106,917 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,219,881 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,751,344 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,951,935 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $1,951,935 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,799,409 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $96,468 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $96,468 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,895,877 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 1B: | THE FUNDS OF KIVA'S USERS ARE HELD IN FBO ACCOUNTS SEPARATE FROM KIVA'S OPERATIONAL FUNDS. KIVA IS ENTITLED TO THE INTEREST EARNED ON THE FUNDS HELD IN THE FBO ACCOUNTS, PURSUANT TO THE BINDING TERMS OF USE WITH INDIVIDUAL USERS AT THE TIME A USER ACCOUNT IS ESTABLISHED. KIVA IS ALSO ENTITLED TO THE AUTO-CONVERTED DONATIONS FROM KIVA CARDS HELD IN THESE ACCOUNTS, AND ONLINE DONATIONS INTENDED FOR KIVA THAT ARE PROCESSED THROUGH THESE ACCOUNTS. |
| PART X, LINE 2: | KIVA HAS ADOPTED THE ACCOUNTING STANDARD RELATED TO UNCERTAINTIES IN INCOME TAXES. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY KIVA IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION; THEREFORE, NO LIABILITY FOR UNRECOGNIZED INCOME TAX BENEFITS HAS BEEN RECORDED AS OF DECEMBER 31, 2016 AND 2015. KIVA IS SUBJECT TO EXAMINATION BY A MAJOR TAX JURISDICTION BACK TO 2012. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RECLASSIFICATION OF LOAN LOSSES 96,468. GAIN ON DONATED STOCKS 10,449. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RECLASSIFICATION OF LOAN LOSSES 96,468. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (31 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SUB SAHARAN AFRICA | 1 | 7 | MANAGEMENT | PARTNER MONITORING | $19,977 |
| SUB SAHARAN AFRICA | 1 | 7 | PROGRAM | PARTNER MONITORING | $538,537 |
| EUROPE | 0 | 2 | MANAGEMENT | PARTNER MONITORING | $6,647 |
| EUROPE | 0 | 2 | PROGRAM | PARTNER MONITORING | $153,901 |
| EUROPE | 0 | 2 | FUNDRAISING | PARTNER MONITORING | $8,006 |
| RUSSIA | 0 | 0 | MANAGEMENT | PARTNER MONITORING | $1,100 |
| RUSSIA | 0 | 0 | PROGRAM | PARTNER MONITORING | $1,590 |
| MIDDLE EAST | 0 | 0 | MANAGEMENT | PARTNER MONITORING | $1,464 |
| MIDDLE EAST | 0 | 0 | PROGRAM | PARTNER MONITORING | $19,441 |
| MIDDLE EAST | 0 | 0 | FUNDRAISING | PARTNER MONITORING | $1,139 |
| EAST ASIA | 0 | 3 | MANAGEMENT | PARTNER MONITORING | $2,291 |
| EAST ASIA | 0 | 3 | PROGRAM | PARTNER MONITORING | $110,214 |
| EAST ASIA | 0 | 3 | FUNDRAISING | PARTNER MONITORING | $2,946 |
| SOUTH ASIA | 0 | 0 | MANAGEMENT | PARTNER MONITORING | $4,904 |
| SOUTH ASIA | 0 | 0 | PROGRAM | PARTNER MONITORING | $10,316 |
| CENTRAL AMERICA | 0 | 0 | MANAGEMENT | PARTNER MONITORING | $346 |
| CENTRAL AMERICA | 0 | 0 | PROGRAM | PARTNER MONITORING | $13,185 |
| SOUTH AMERICA | 0 | 0 | MANAGEMENT | PARTNER MONITORING | $1,959 |
| SOUTH AMERICA | 0 | 0 | PROGRAM | PARTNER MONITORING | $15,510 |
| NORTH AMERICA | 0 | 0 | FUNDRAISING | PARTNER MONITORING | $515 |
| NORTH AMERICA | 0 | 0 | MANAGEMENT | PARTNER MONITORING | $6,539 |
| NORTH AMERICA | 0 | 0 | PROGRAM | PARTNER MONITORING | $11,818 |
| CENTRAL AMERICA | 0 | 0 | PROGRAM | MICROFIANCE LOANS DISBURSED TO PARTNERS | $934,497 |
| EAST ASIA | 0 | 3 | PROGRAM | MICROFIANCE LOANS DISBURSED TO PARTNERS | $1,937,030 |
| EUROPE | 0 | 2 | PROGRAM | MICROFIANCE LOANS DISBURSED TO PARTNERS | $99,773 |
| MIDDLE EAST | 0 | 0 | PROGRAM | MICROFIANCE LOANS DISBURSED TO PARTNERS | $682,486 |
| NORTH AMERICA | 0 | 0 | PROGRAM | MICROFIANCE LOANS DISBURSED TO PARTNERS | $176,233 |
| RUSSIA | 0 | 0 | PROGRAM | MICROFIANCE LOANS DISBURSED TO PARTNERS | $997,883 |
| SOUTH AMERICA | 0 | 0 | PROGRAM | MICROFIANCE LOANS DISBURSED TO PARTNERS | $1,407,319 |
| SOUTH ASIA | 0 | 0 | PROGRAM | MICROFIANCE LOANS DISBURSED TO PARTNERS | $371,075 |
| SUB SAHARAN AFRICA | 1 | 7 | PROGRAM | MICROFIANCE LOANS DISBURSED TO PARTNERS | $1,521,410 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 20 | SubtotalEmployeesCnt |
| Continutation Total Office | 1 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 21 | ContinutationTotalEmployeeCnt |
| Total Office | 3 | TotalOfficeCnt |
| Total Employee | 41 | TotalEmployeeCnt |
| Subtotal Spent | $731,222 | SubtotalSpentAmt |
| Continuation Spent | $8,328,829 | ContinuationSpentAmt |
| Total Spent | $9,060,051 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (102 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | MICROFINANCE LOANS DISBURSED TO PARTNERS | $130,550 | WIRE TRANSFER | FMV |
| CENTRAL AMERICA AND THE CARIBBEAN | MICROFINANCE LOANS DISBURSED TO PARTNERS | $27,400 | WIRE TRANSFER | FMV |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | MICROFINANCE LOANS DISBURSED TO PARTNERS | $65,700 | WIRE TRANSFER | FMV |
| MIDDLE EAST AND NORTH AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $43,875 | WIRE TRANSFER | FMV |
| MIDDLE EAST AND NORTH AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $188,200 | WIRE TRANSFER | FMV |
| EAST ASIA AND THE PACIFIC | MICROFINANCE LOANS DISBURSED TO PARTNERS | $22,475 | WIRE TRANSFER | FMV |
| MIDDLE EAST AND NORTH AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $1,375 | WIRE TRANSFER | FMV |
| CENTRAL AMERICA AND THE CARIBBEAN | MICROFINANCE LOANS DISBURSED TO PARTNERS | $52,575 | WIRE TRANSFER | FMV |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | MICROFINANCE LOANS DISBURSED TO PARTNERS | $30,425 | WIRE TRANSFER | FMV |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | MICROFINANCE LOANS DISBURSED TO PARTNERS | $15,375 | WIRE TRANSFER | FMV |
| SOUTH AMERICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $184,775 | WIRE TRANSFER | FMV |
| SUB- SAHARAN AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $57,700 | WIRE TRANSFER | FMV |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | MICROFINANCE LOANS DISBURSED TO PARTNERS | $113,200 | WIRE TRANSFER | FMV |
| SOUTH ASIA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $11,225 | WIRE TRANSFER | FMV |
| SUB- SAHARAN AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $1,425 | WIRE TRANSFER | FMV |
| SOUTH ASIA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $100,000 | WIRE TRANSFER | FMV |
| SUB- SAHARAN AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $7,925 | WIRE TRANSFER | FMV |
| SUB- SAHARAN AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $3,100 | WIRE TRANSFER | FMV |
| SUB- SAHARAN AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $29,225 | WIRE TRANSFER | FMV |
| SUB- SAHARAN AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $25 | WIRE TRANSFER | FMV |
| SUB- SAHARAN AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $32,625 | WIRE TRANSFER | FMV |
| SUB- SAHARAN AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $76,825 | WIRE TRANSFER | FMV |
| EAST ASIA AND THE PACIFIC | MICROFINANCE LOANS DISBURSED TO PARTNERS | $22,700 | WIRE TRANSFER | FMV |
| EAST ASIA AND THE PACIFIC | MICROFINANCE LOANS DISBURSED TO PARTNERS | $225 | WIRE TRANSFER | FMV |
| SOUTH AMERICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $125,950 | WIRE TRANSFER | FMV |
| EAST ASIA AND THE PACIFIC | MICROFINANCE LOANS DISBURSED TO PARTNERS | $120,525 | WIRE TRANSFER | FMV |
| SOUTH AMERICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $57,925 | WIRE TRANSFER | FMV |
| SOUTH AMERICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $32,425 | WIRE TRANSFER | FMV |
| CENTRAL AMERICA AND THE CARIBBEAN | MICROFINANCE LOANS DISBURSED TO PARTNERS | $254,100 | WIRE TRANSFER | FMV |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | MICROFINANCE LOANS DISBURSED TO PARTNERS | $65,050 | WIRE TRANSFER | FMV |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | MICROFINANCE LOANS DISBURSED TO PARTNERS | $165,075 | WIRE TRANSFER | FMV |
| SOUTH AMERICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $53,125 | WIRE TRANSFER | FMV |
| CENTRAL AMERICA AND THE CARIBBEAN | MICROFINANCE LOANS DISBURSED TO PARTNERS | $24,275 | WIRE TRANSFER | FMV |
| SOUTH AMERICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $81,725 | WIRE TRANSFER | FMV |
| CENTRAL AMERICA AND THE CARIBBEAN | MICROFINANCE LOANS DISBURSED TO PARTNERS | $7,400 | WIRE TRANSFER | FMV |
| CENTRAL AMERICA AND THE CARIBBEAN | MICROFINANCE LOANS DISBURSED TO PARTNERS | $18,525 | WIRE TRANSFER | FMV |
| CENTRAL AMERICA AND THE CARIBBEAN | MICROFINANCE LOANS DISBURSED TO PARTNERS | $104,200 | WIRE TRANSFER | FMV |
| CENTRAL AMERICA AND THE CARIBBEAN | MICROFINANCE LOANS DISBURSED TO PARTNERS | $21,250 | WIRE TRANSFER | FMV |
| SOUTH AMERICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $10,650 | WIRE TRANSFER | FMV |
| SOUTH AMERICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $46,850 | WIRE TRANSFER | FMV |
| CENTRAL AMERICA AND THE CARIBBEAN | MICROFINANCE LOANS DISBURSED TO PARTNERS | $8,300 | WIRE TRANSFER | FMV |
| SOUTH AMERICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $70,450 | WIRE TRANSFER | FMV |
| SOUTH AMERICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $214,825 | WIRE TRANSFER | FMV |
| CENTRAL AMERICA AND THE CARIBBEAN | MICROFINANCE LOANS DISBURSED TO PARTNERS | $82,550 | WIRE TRANSFER | FMV |
| CENTRAL AMERICA AND THE CARIBBEAN | MICROFINANCE LOANS DISBURSED TO PARTNERS | $62,475 | WIRE TRANSFER | FMV |
| EAST ASIA AND THE PACIFIC | MICROFINANCE LOANS DISBURSED TO PARTNERS | $28,700 | WIRE TRANSFER | FMV |
| EAST ASIA AND THE PACIFIC | MICROFINANCE LOANS DISBURSED TO PARTNERS | $52,100 | WIRE TRANSFER | FMV |
| SUB- SAHARAN AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $58,950 | WIRE TRANSFER | FMV |
| SUB- SAHARAN AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $39,675 | WIRE TRANSFER | FMV |
| SUB- SAHARAN AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $97,950 | WIRE TRANSFER | FMV |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | MICROFINANCE LOANS DISBURSED TO PARTNERS | $33,425 | WIRE TRANSFER | FMV |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | MICROFINANCE LOANS DISBURSED TO PARTNERS | $102,250 | WIRE TRANSFER | FMV |
| MIDDLE EAST AND NORTH AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $9,500 | WIRE TRANSFER | FMV |
| EAST ASIA AND THE PACIFIC | MICROFINANCE LOANS DISBURSED TO PARTNERS | $98,950 | WIRE TRANSFER | FMV |
| SOUTH AMERICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $73,350 | WIRE TRANSFER | FMV |
| SOUTH AMERICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $170,825 | WIRE TRANSFER | FMV |
| SUB- SAHARAN AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $252,275 | WIRE TRANSFER | FMV |
| EAST ASIA AND THE PACIFIC | MICROFINANCE LOANS DISBURSED TO PARTNERS | $46,825 | WIRE TRANSFER | FMV |
| SOUTH ASIA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $139,975 | WIRE TRANSFER | FMV |
| EAST ASIA AND THE PACIFIC | MICROFINANCE LOANS DISBURSED TO PARTNERS | $33,375 | WIRE TRANSFER | FMV |
| MIDDLE EAST AND NORTH AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $14,225 | WIRE TRANSFER | FMV |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | MICROFINANCE LOANS DISBURSED TO PARTNERS | $30,950 | WIRE TRANSFER | FMV |
| EAST ASIA AND THE PACIFIC | MICROFINANCE LOANS DISBURSED TO PARTNERS | $196,575 | WIRE TRANSFER | FMV |
| EAST ASIA AND THE PACIFIC | MICROFINANCE LOANS DISBURSED TO PARTNERS | $21,750 | WIRE TRANSFER | FMV |
| EAST ASIA AND THE PACIFIC | MICROFINANCE LOANS DISBURSED TO PARTNERS | $45,600 | WIRE TRANSFER | FMV |
| SOUTH ASIA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $33,325 | WIRE TRANSFER | FMV |
| EAST ASIA AND THE PACIFIC | MICROFINANCE LOANS DISBURSED TO PARTNERS | $8,200 | WIRE TRANSFER | FMV |
| CENTRAL AMERICA AND THE CARIBBEAN | MICROFINANCE LOANS DISBURSED TO PARTNERS | $84,925 | WIRE TRANSFER | FMV |
| SUB- SAHARAN AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $17,925 | WIRE TRANSFER | FMV |
| EAST ASIA AND THE PACIFIC | MICROFINANCE LOANS DISBURSED TO PARTNERS | $2,350 | WIRE TRANSFER | FMV |
| SOUTH ASIA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $25,800 | WIRE TRANSFER | FMV |
| MIDDLE EAST AND NORTH AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $77,575 | WIRE TRANSFER | FMV |
| EAST ASIA AND THE PACIFIC | MICROFINANCE LOANS DISBURSED TO PARTNERS | $455,675 | WIRE TRANSFER | FMV |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | MICROFINANCE LOANS DISBURSED TO PARTNERS | $226,525 | WIRE TRANSFER | FMV |
| SUB- SAHARAN AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $208,100 | WIRE TRANSFER | FMV |
| CENTRAL AMERICA AND THE CARIBBEAN | MICROFINANCE LOANS DISBURSED TO PARTNERS | $35,450 | WIRE TRANSFER | FMV |
| CENTRAL AMERICA AND THE CARIBBEAN | MICROFINANCE LOANS DISBURSED TO PARTNERS | $58,775 | WIRE TRANSFER | FMV |
| EAST ASIA AND THE PACIFIC | MICROFINANCE LOANS DISBURSED TO PARTNERS | $94,000 | WIRE TRANSFER | FMV |
| MIDDLE EAST AND NORTH AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $316,500 | WIRE TRANSFER | FMV |
| SOUTH ASIA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $55,650 | WIRE TRANSFER | FMV |
| CENTRAL AMERICA AND THE CARIBBEAN | MICROFINANCE LOANS DISBURSED TO PARTNERS | $27,950 | WIRE TRANSFER | FMV |
| EAST ASIA AND THE PACIFIC | MICROFINANCE LOANS DISBURSED TO PARTNERS | $42,725 | WIRE TRANSFER | FMV |
| EAST ASIA AND THE PACIFIC | MICROFINANCE LOANS DISBURSED TO PARTNERS | $25 | WIRE TRANSFER | FMV |
| SUB- SAHARAN AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $107,475 | WIRE TRANSFER | FMV |
| SUB- SAHARAN AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $4,625 | WIRE TRANSFER | FMV |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | MICROFINANCE LOANS DISBURSED TO PARTNERS | $226,100 | WIRE TRANSFER | FMV |
| SUB- SAHARAN AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $108,375 | WIRE TRANSFER | FMV |
| EAST ASIA AND THE PACIFIC | MICROFINANCE LOANS DISBURSED TO PARTNERS | $238,650 | WIRE TRANSFER | FMV |
| EAST ASIA AND THE PACIFIC | MICROFINANCE LOANS DISBURSED TO PARTNERS | $8,725 | WIRE TRANSFER | FMV |
| EAST ASIA AND THE PACIFIC | MICROFINANCE LOANS DISBURSED TO PARTNERS | $1,475 | WIRE TRANSFER | FMV |
| EAST ASIA AND THE PACIFIC | MICROFINANCE LOANS DISBURSED TO PARTNERS | $248,550 | WIRE TRANSFER | FMV |
| SUB- SAHARAN AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $61,500 | WIRE TRANSFER | FMV |
| SUB- SAHARAN AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $28,375 | WIRE TRANSFER | FMV |
| SUB- SAHARAN AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $46,200 | WIRE TRANSFER | FMV |
| SUB- SAHARAN AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $145,025 | WIRE TRANSFER | FMV |
| EAST ASIA AND THE PACIFIC | MICROFINANCE LOANS DISBURSED TO PARTNERS | $144,950 | WIRE TRANSFER | FMV |
| SOUTH AMERICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $178,125 | WIRE TRANSFER | FMV |
| SUB- SAHARAN AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $39,650 | WIRE TRANSFER | FMV |
| NORTH AMERICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $174,525 | WIRE TRANSFER | FMV |
| MIDDLE EAST AND NORTH AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $29,150 | WIRE TRANSFER | FMV |
| SOUTH ASIA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $5,100 | WIRE TRANSFER | FMV |
| SUB- SAHARAN AFRICA | MICROFINANCE LOANS DISBURSED TO PARTNERS | $75,550 | WIRE TRANSFER | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 102 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F PART I LINE 2 | FormAndLineReferenceDesc |
| Explanation | SEE SCHEDULE O FOR EXPLANATION | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| ACCION SAN DIEGO | |||||||||
| 404 EUCLID AVE 271 | SAN DIEGO | CA | 92114 | 330620415 | 501(C)(3) | $500 | FMV | THESE CASH LOANS WERE DISTRIBUTED THAT WILL BE REPAID OVER THE COURSE OF THE | MICROFINANCE PROGRAM. |
| LIFTFUND | |||||||||
| 2007 W MARTIN STREET | SAN ANTONIO | TX | 78207 | 742712770 | 501(C)(3) | $350 | FMV | THESE CASH LOANS WERE DISTRIBUTED THAT WILL BE REPAID OVER THE COURSE OF THE | MICROFINANCE PROGRAM. |
| SOLAR AND ENERGY LOAN FUND (SELF) | |||||||||
| 2400 RHODE ISLAND AVE | FORT PIERCE | FL | 34950 | 273102098 | 501(C)(3) | $37,150 | FMV | THESE CASH LOANS WERE DISTRIBUTED THAT WILL BE REPAID OVER THE COURSE OF THE | MICROFINANCE PROGRAM. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PREMAL SHAH | ||||||||||||||
| PRESIDENT & BOARD MEMBER | $386,502 | $0 | $0 | $0 | $0 | $0 | $2,500 | $0 | $22,257 | $0 | $411,259 | $0 | $0 | $0 |
| MARTIN TSCHOPP | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $293,673 | $0 | $0 | $0 | $0 | $0 | $2,500 | $0 | $22,651 | $0 | $318,824 | $0 | $0 | $0 |
| AUSTIN CHOI | ||||||||||||||
| GENERAL COUNSEL | $190,038 | $0 | $0 | $0 | $0 | $0 | $2,500 | $0 | $23,333 | $0 | $215,871 | $0 | $0 | $0 |
| LISA HOGEN | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $139,320 | $0 | $0 | $0 | $0 | $0 | $2,500 | $0 | $20,422 | $0 | $162,242 | $0 | $0 | $0 |
| SONALI KOTHARI | ||||||||||||||
| CHIEF OPERATING OFFICER | $175,779 | $0 | $0 | $0 | $0 | $0 | $2,500 | $0 | $8,603 | $0 | $186,882 | $0 | $0 | $0 |
| RAYMOND WHITE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $164,210 | $0 | $0 | $0 | $0 | $0 | $2,500 | $0 | $24,815 | $0 | $191,525 | $0 | $0 | $0 |
| BENNETT GRASSANO | ||||||||||||||
| VP, STRATEGIC DEVELOPMENT | $138,858 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $14,076 | $0 | $152,934 | $0 | $0 | $0 |
| JEN KOBAYASHI | ||||||||||||||
| DIRECTOR, SOFTWARE DEVELOPMENT | $134,629 | $0 | $0 | $0 | $0 | $0 | $2,500 | $0 | $23,576 | $0 | $160,705 | $0 | $0 | $0 |
| DAVID POLLAK | ||||||||||||||
| FORMER VP, ENGINEERING | $149,916 | $0 | $0 | $0 | $0 | $0 | $1,406 | $0 | $5,961 | $0 | $157,283 | $0 | $0 | $0 |
| AMY RISCH | ||||||||||||||
| FORMER DISTINGUISHED SOFTWARE ENGINE | $140,770 | $0 | $0 | $0 | $0 | $0 | $2,500 | $0 | $19,688 | $0 | $162,958 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WILL BE REVIEWED BY THE AUDIT COMMITTEE AND BOARD BEFORE IT IS FILED. ANY CONCERNS OR QUESTIONS WILL BE ADDRESSED AT THAT TIME. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS, OR TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO SIGN A STATEMENT AND THERE IS A FORMAL REQUEST TO DISCLOSE ANY CONFLICTS OF INTEREST ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE REVIEWS COMPENSATION ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS AND POLICIES ARE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | ROUNDING -1. AMORTIZATION OF DONATED SERVICES -7,992. GAIN ON SALE OF DONATED STOCKS -10,449. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
| FORM 990 SCHEDULE F PART I AND PART II | PLEASE NOTE: KIVA DOES NOT MAKE GRANTS TO ORGANIZATIONS. RATHER, THE INFORMATION PROVIDED ON SCHEDULE F PARTS I AND II REFLECT THE VALUE OF MICROLOANS EXTENDED VIA KIVA'S DAF, KIVA'S MICROFINANCE PARTNER ORGANIZATIONS, AND DIRECT LOANS TO BORROWERS, TO SUPPORT THEIR MICROLOAN CLIENTS. IN ORDER TO ELECTRONICALLY FILE THE FORM 990, PART IV LINE 15 WAS REQUIRED TO BE CHECKED "YES". |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|
| KIVA USER FUNDS LLC | |||||||||
| 875 HOWARD STREET STE 340 | SAN FRANCISCO | CA | 94103 | 261778383 | FBO ACCOUNT HOLDER | CA | KIVA MICROFUNDS | ||
| KIVA-DAF LLC | |||||||||
| 875 HOWARD STREET STE 340 | SAN FRANCISCO | CA | 94103 | 463976029 | DONOR ADVISED FUND | DE | KIVA MICROFUNDS | $1,327,545 | $10,245,072 |
| KIVA IMPACT FUNDS LLC | |||||||||
| 875 HOWARD STREET STE 340 | SAN FRANCISCO | CA | 94103 | 813992333 | INSTITUTIONAL INVESTOR FUNDS | DE | KIVA MICROFUNDS | $11,486,250 | |
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