CALVERT IMPACT CAPITAL INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CALVERT IMPACT CAPITAL INC (EIN 52-1591398)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-27
- IRS object ID
- 201742709349301024
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-27T12:46:32-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521446779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON LAMBERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4242 SIX FORKS RD STE 1500 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | 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 | 521591398 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVERT SOCIAL INVESTMENT | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALV | BusinessNameControlTxt |
| Phone | 8002480337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7315 WISCONSIN AVENUE NO 1000W | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEREK STROCHER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8002480337 | PhoneNum |
| Signature | 2017-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN HUSKINS | PreparerPersonNm |
| PTIN | P01081531 | PTIN |
| Phone | 9197196400 | PhoneNum |
| Preparation | 2017-09-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.77.128.118 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-09-27 | IPDt |
| IP Tm | 13:46:00 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E92EC12878E6ED9F107DFBFC32DE29E76F0C1F5F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E92EC12878E6ED9F107DFBFC32DE29E76F0C1F5F | 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 | JENNIFER PRYCE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7315 WISCONSIN AVENUE NO 1000W | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,439,328 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CALVERTFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | THE CALVERT SOCIAL INVESTMENT FOUNDATION, INC. WORKS TO MAXIMIZE THE FLOW OF CAPITAL TO COMMUNITY DEVELOPMENT ORGANIZATIONS FOR THE BENEFIT OF UNDERSERVED COMMUNITIES AND INDIVIDUALS TO ACHIEVE A MORE EQUITABLE AND SUSTAINABLE SOCIETY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 47 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $292,016 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $287,420 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,443,984 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,488,899 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,806,386 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,966,068 | CYProgramServiceRevenueAmt |
| PY Investment Income | $922,496 | PYInvestmentIncomeAmt |
| CY Investment Income | $196,838 | CYInvestmentIncomeAmt |
| PY Other Revenue | $123,966 | PYOtherRevenueAmt |
| CY Other Revenue | $114,039 | CYOtherRevenueAmt |
| PY Total Revenue | $16,296,832 | PYTotalRevenueAmt |
| CY Total Revenue | $19,765,844 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,052,091 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,275,081 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,291,032 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,367,295 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $378,280 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,222,625 | PYOtherExpensesAmt |
| CY Other Expenses | $11,171,963 | CYOtherExpensesAmt |
| PY Total Expenses | $15,565,748 | PYTotalExpensesAmt |
| CY Total Expenses | $17,814,339 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $731,084 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,951,505 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $315,190,271 | TotalAssetsBOYAmt |
| Total Assets EOY | $368,857,156 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $285,234,258 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $351,612,469 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,956,013 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,244,687 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE CALVERT SOCIAL INVESTMENT FOUNDATION, INC. WORKS TO MAXIMIZE THE FLOW OF CAPITAL TO COMMUNITY DEVELOPMENT ORGANIZATIONS FOR THE BENEFIT OF UNDERSERVED COMMUNITIES AND INDIVIDUALS TO ACHIEVE A MORE EQUITABLE AND SUSTAINABLE SOCIETY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,618,756 | ExpenseAmt |
| Revenue | $11,966,068 | RevenueAmt |
| Desc | CALVERT FOUNDATION'S COMMUNITY INVESTMENT NOTES ARE DEBT SECURITIES THAT HELP TO CHANNEL INVESTOR CAPITAL TO HIGH-IMPACT COMMUNITY DEVELOPMENT INITIATIVES. EACH AND EVERY DOLLAR INVESTED IN THE NOTE IS PLACED IN A DIVERSIFIED LOAN POOL WITH THE OBJECTIVE OF EARNING BOTH A FINANCIAL AND A SOCIAL RETURN. THE CAPITAL RAISED THROUGH THE NOTES DIRECTLY SUPPORTS THE FINANCING NEEDS OF DOMESTIC AND INTERNATIONAL COMMUNITY DEVELOPMENT ORGANIZATIONS, PROJECTS, FUNDS, AND OTHER SOCIAL ENTERPRISES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,275,081 | ExpenseAmt |
| Grant | $2,275,081 | GrantAmt |
| Desc | CALVERT GIVING FUND IS AN INNOVATIVE DONOR ADVISED FUND THAT LEVERAGES THE POWER OF IMPACT INVESTING TO PUT MORE MONEY TO WORK FOR SOCIAL AND ENVIRONMENTAL BENEFIT. ORGANIZATIONS, FAMILIES OR INDIVIDUALS ESTABLISH AN ACCOUNT WITH AN INITIAL TAX-DEDUCTIBLE CONTRIBUTION TO THE GIVING FUND. THE CONTRIBUTION IS INVESTED IN SOCIAL IMPACT ORGANIZATIONS ALLOWING DONORS TO RECOMMEND GRANTS TO QUALIFIED NONPROFIT ORGANIZATION OVER AN EXTENDED PERIOD OF TIME. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,893,837 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1928 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 47 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | IN | 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 |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | 0 | 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 | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | 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 | DEREK STROCHER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8002480337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7315 WISCONSIN AVENUE SUITE 1000W | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JOHN G GUFFEY JR | ||||||||
| DIRECTOR & FINANCE COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRANCE J MOLLNER | ||||||||
| DIRECTOR & GOVERNANCE COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| D WAYNE SILBY | ||||||||
| DIRECTOR & AUDIT COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHY STEARNS | ||||||||
| DIRECTOR & INVESTMENT COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN STREUR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ARON BETRU | ||||||||
| DIRECTOR FROM 6/2016 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KIM JOHNSON | ||||||||
| DIRECTOR FROM 9/2016 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PHIL KIRSHMAN | ||||||||
| DIRECTOR FROM 9/2016 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DECKER ROLPH | ||||||||
| DIRECTOR FROM 3/2016 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAIME YORDAN | ||||||||
| DIRECTOR FROM 9/2016 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SHARI BERENBACK | ||||||||
| DIRECTOR THRU 2/2016 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARY HOUGHTON | ||||||||
| DIRECTOR THRU 12/2016 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| FREDERICK HARVEY | ||||||||
| CHAIRMAN | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JENNIFER PRYCE | ||||||||
| PRESIDENT & CEO | 40.00 | $252,223 | $0 | $50,742 | Yes (X) | |||
| DEREK STROCHER | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $232,049 | $0 | $17,527 | Yes (X) | |||
| JUSTIN CONWAY | ||||||||
| SECRETARY, PRESIDENT OF CIP | 40.00 | $171,449 | $0 | $13,184 | Yes (X) | |||
| LAURI MICHEL | ||||||||
| VP RISK MANAGEMENT | 40.00 | $154,625 | $0 | $46,146 | Yes (X) | |||
| CATHERINE GODSCHALK | ||||||||
| VP, LENDING | 40.00 | $146,677 | $0 | $43,330 | Yes (X) | |||
| ELIZABETH BAFFORD | ||||||||
| DIRECTOR, INVESTMENTS | 40.00 | $123,545 | $0 | $16,724 | Yes (X) | |||
| JENNY DONG | ||||||||
| ACCOUNTING MANAGER | 40.00 | $114,860 | $0 | $8,313 | Yes (X) | |||
| SHEILA SAXTON | ||||||||
| DIRECTOR, PORTFOLIO ADMINISTRATION | 40.00 | $114,851 | $0 | $19,285 | Yes (X) | |||
| ANN DOBBYN | ||||||||
| VP, CONTROLLER | 40.00 | $111,901 | $0 | $13,244 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,422,180 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $228,495 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MICROVEST CAPITAL MANAGEMENT | |||||
| 7514 WISCONSIN AVE SUITE 300W | BETHESDA | MD | 20814 | PORTFOLIO MANAGEMENT | $249,741 |
| DANIEL J EDELMAN INC | |||||
| 21992 NETWORK PL | CHICAGO | IL | 60673 | CONSULTING | $230,250 |
| QWINIX TECHNOLOGIES INC | |||||
| 5350 S ROSLYN ST 306 | GREENWOOD VILLAGE | CO | 80111 | INFORMATION TECHNOLOGY | $206,542 |
| DIGITAL KITCHEN LLC | |||||
| 720 3RD AVE SUITE 800 | SEATTLE | WA | 98104 | MARKETING | $190,920 |
| BRITTENFORD SYSTEMS | |||||
| 12359 SUNRISE VALLEY DR SUITE 130 | RESTON | VA | 20191 | INFORMATION TECHNOLOGY | $138,713 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $41 | FederatedCampaignsAmt |
| All Other Contributions | $7,488,858 | AllOtherContributionsAmt |
| Noncash Contributions | $3,280,087 | NoncashContributionsAmt |
| Total Contributions | $7,488,899 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CALVERT COMMUNITY INVESTMENTS | 900099 | $11,911,830 | $11,911,830 |
| SERVICE FEE INCOME | 900099 | $42,960 | $42,960 |
| IAFGP | 900099 | $11,278 | $11,278 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,966,068 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $377,690 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $292,016 | UnrelatedBusinessRevenueAmt |
| Exclusion | $85,674 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,492,632 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,673,484 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$180,852 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$180,852 | TotalRevenueColumnAmt |
| Exclusion | -$180,852 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBLEASE INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $114,039 | TotalRevenueColumnAmt |
| Exclusion | $114,039 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $114,039 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,765,844 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,966,068 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $292,016 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,861 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,275,081 | TotalAmt |
| Program Services | $2,275,081 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $937,945 | TotalAmt |
| Program Services | $656,561 | ProgramServicesAmt |
| Management And General | $234,487 | ManagementAndGeneralAmt |
| Fundraising | $46,897 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,757,415 | TotalAmt |
| Program Services | $1,930,190 | ProgramServicesAmt |
| Management And General | $689,354 | ManagementAndGeneralAmt |
| Fundraising | $137,871 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,075 | TotalAmt |
| Program Services | $109,252 | ProgramServicesAmt |
| Management And General | $39,019 | ManagementAndGeneralAmt |
| Fundraising | $7,804 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,241 | TotalAmt |
| Program Services | $193,367 | ProgramServicesAmt |
| Management And General | $69,061 | ManagementAndGeneralAmt |
| Fundraising | $13,813 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,619 | TotalAmt |
| Management And General | $239,619 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,202 | TotalAmt |
| Program Services | $296,161 | ProgramServicesAmt |
| Management And General | $74,041 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,902 | TotalAmt |
| Program Services | $95,117 | ProgramServicesAmt |
| Management And General | $16,785 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $775,552 | TotalAmt |
| Program Services | $659,219 | ProgramServicesAmt |
| Management And General | $116,333 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,688 | TotalAmt |
| Program Services | $16,858 | ProgramServicesAmt |
| Management And General | $830 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,911 | TotalAmt |
| Program Services | $219,382 | ProgramServicesAmt |
| Management And General | $83,111 | ManagementAndGeneralAmt |
| Fundraising | $10,418 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $513,768 | TotalAmt |
| Program Services | $451,231 | ProgramServicesAmt |
| Management And General | $62,537 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $577,713 | TotalAmt |
| Program Services | $86,657 | ProgramServicesAmt |
| Management And General | $491,056 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,672 | TotalAmt |
| Program Services | $245,338 | ProgramServicesAmt |
| Management And General | $30,667 | ManagementAndGeneralAmt |
| Fundraising | $30,667 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,905 | TotalAmt |
| Program Services | $517,413 | ProgramServicesAmt |
| Management And General | $28,746 | ManagementAndGeneralAmt |
| Fundraising | $28,746 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,747,314 | TotalAmt |
| Program Services | $4,747,314 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,697 | TotalAmt |
| Management And General | $348,697 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,623 | TotalAmt |
| Management And General | $47,623 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROVISION FOR LOAN LOSS | $1,845,507 | $1,845,507 | |
| MISCELLANEOUS | $446,370 | $446,370 | |
| DUES & SUBSCRIPTIONS | $81,770 | $69,504 | $12,266 |
| ADMINISTRATIVE FEES | $40,957 | $40,957 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,412 | TotalAmt |
| Program Services | $1,479,685 | ProgramServicesAmt |
| Management And General | -$1,529,337 | ManagementAndGeneralAmt |
| Fundraising | $102,064 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,814,339 | TotalAmt |
| Program Services | $15,893,837 | ProgramServicesAmt |
| Management And General | $1,542,222 | ManagementAndGeneralAmt |
| Fundraising | $378,280 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,421,528 | BOYAmt |
| EOY | $39,826,690 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,980,680 | BOYAmt |
| EOY | $17,147,735 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $850,116 | BOYAmt |
| EOY | $12,787 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,389,856 | BOYAmt |
| EOY | $1,064,820 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,898 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $601,331 | BOYAmt |
| EOY | $357,766 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,912,095 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,316,923 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $859,098 | BOYAmt |
| EOY | $595,172 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,865,622 | BOYAmt |
| EOY | $1,897,392 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,423,635 | BOYAmt |
| EOY | $304,347,970 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,520,507 | BOYAmt |
| EOY | $3,606,824 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,190,271 | BOYAmt |
| EOY | $368,857,156 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,604,605 | BOYAmt |
| EOY | $3,000,984 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,483,468 | BOYAmt |
| EOY | $347,344,388 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,185 | BOYAmt |
| EOY | $1,267,097 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,234,258 | BOYAmt |
| EOY | $351,612,469 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,114,629 | BOYAmt |
| EOY | $15,063,333 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $653,813 | BOYAmt |
| EOY | $1,993,783 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,571 | BOYAmt |
| EOY | $187,571 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,956,013 | BOYAmt |
| EOY | $17,244,687 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,190,271 | BOYAmt |
| EOY | $368,857,156 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,951,505 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$196,653 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$14,466,178 | 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) |
|---|---|---|
| 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 | $6,428,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,256,380 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,637,103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,443,984 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,488,899 | CurrentTaxYearAmt |
| Total | $30,254,711 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,428,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,256,380 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,637,103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,443,984 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,488,899 | CurrentTaxYearAmt |
| Total | $30,254,711 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,923,915 | SubstantialContributorsTotAmt |
| Public Support Total170 | $25,330,796 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $460,922 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $160,326 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $693,397 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $773,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,674 | CurrentTaxYearAmt |
| Total | $2,173,579 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $103,025 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $288,420 | CurrentTaxYearAmt |
| Total | $391,445 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $150,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,862 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $126,745 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $123,966 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $114,039 | CurrentTaxYearAmt |
| Total | $526,612 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $33,346,347 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $48,224,710 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79880 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FEE INCOME - 2013 AMOUNT: $ 11,862. 2014 AMOUNT: $ 1,086. SUBDEBT RELINQUISHED - 2012 AMOUNT: $ 150,000. SUBLEASE INCOME - 2014 AMOUNT: $ 112,612. 2015 AMOUNT: $ 123,966. 2016 AMOUNT: $ 114,039. RETURNED GRANTS - 2014 AMOUNT: $ 13,047. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 0 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $982,589 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $2,275,081 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $0 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $253,723 | OtherCostOrOtherBasisAmt |
| Depreciation | $107,397 | DepreciationAmt |
| Book Value | $146,326 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,658,372 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,209,526 | DepreciationAmt |
| Book Value | $448,846 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $595,172 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LOAN FUND | $22,348,741 | C |
| NOTES RECEIVABLE | $268,593,474 | F |
| MISSION PLUS PLACEMENTS | $1,707,143 | F |
| DUE FROM LIMITED PARTNERSHIPS | $11,659,279 | F |
| INVESTMENT IN LIMITED PARTNERSHIPS | $39,333 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $304,347,970 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $150,269 |
| DERIVATIVE CONTRACT | $1,113,703 |
| DUE TO RELATED PARTY | $3,125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,267,097 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS CONCLUDED THAT THE FOUNDATION HAS PROPERLY MAINTAINED ITS EXEMPT STATUS AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2016. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | INVESTMENTS | LOANS | $8,000,000 |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | LOANS | $1,277,201 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | INVESTMENTS | LOANS | $1,500,000 |
| SOUTH AMERICA | 0 | 0 | INVESTMENTS | LOANS | $4,644,485 |
| SOUTH ASIA | 0 | 0 | INVESTMENTS | LOANS | $15,840,028 |
| SUB-SAHARAN AFRICA | 0 | 0 | INVESTMENTS | LOANS | $2,856,190 |
| SUB-SAHARAN AFRICA | 0 | 0 | INVESTMENTS | EQUITY | $72,725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $34,190,629 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $34,190,629 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (103 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SCHWAB CHARITABLE FUND | ||||||||
| 211 MAIN ST FLOOR 10 | SAN FRANCISCO | CA | 94105 | 311640316 | 501(C)(3) | $194,819 | GENERAL OPERATING SUPPORT | |
| CLIMATE RESOLVE | ||||||||
| 525 S HEWITT ST | LOS ANGELES | CA | 90013 | 464736278 | 501(C)(3) | $133,275 | GENERAL OPERATING SUPPORT | |
| INTERFAITH COMMUNITY SANCTUARY | ||||||||
| 1763 NW 62ND | SEATTLE | WA | 98107 | 237059922 | 501(C)(3) | $121,900 | GENERAL OPERATING SUPPORT | |
| ALLIANCE FOR COMMUNITIES IN ACTION | ||||||||
| 356 GOLFVIEW RD SUITE 1205 | NORTH PALM BEACH | FL | 33408 | 521234241 | 501(C)(3) | $100,000 | GENERAL OPERATING SUPPORT | |
| AMERICAN ENDOWMENT FOUNDATION | ||||||||
| 1521 GEORGETOWN RD SUITE 104 | HUDSON | OH | 44236 | 341747398 | 501(C)(3) | $99,000 | GENERAL OPERATING SUPPORT | |
| MARK MAKING | ||||||||
| PO BOX 4271 | CHATTANOOGA | TN | 37405 | 262959326 | 501(C)(3) | $75,000 | GENERAL OPERATING SUPPORT | |
| OVERTURE CENTER FOR THE ARTS | ||||||||
| 201 STATE ST | MADISON | WI | 53703 | 010645482 | 501(C)(3) | $50,000 | GENERAL OPERATING SUPPORT | |
| THE SHARON ACADEMY | ||||||||
| PO BOX 207 | SHARON | VT | 05065 | 030350587 | 501(C)(3) | $50,000 | GENERAL OPERATING SUPPORT | |
| BOSTON GREEN ACADEMY FOUNDATION | ||||||||
| 20 WARREN ST | BRIGHTON | MA | 02135 | 464779019 | 501(C)(3) | $29,200 | GENERAL OPERATING SUPPORT | |
| UPPER VALLEY WALDORF SCHOOL | ||||||||
| PO BOX 709 | QUECHEE | VT | 05059 | 030312346 | 501(C)(3) | $28,500 | GENERAL OPERATING SUPPORT | |
| MAINE CITIZENS FOR CLEAN ELECTIONS | ||||||||
| PO BOX 18187 | PORTLAND | ME | 04112 | 272646667 | 501(C)(3) | $27,000 | GENERAL OPERATING SUPPORT | |
| MAINE PEOPLES RESOURCE CENTER | ||||||||
| 565 CONGRESS ST SUITE 200 | PORTLAND | ME | 04101 | 222586108 | 501(C)(3) | $26,000 | GENERAL OPERATING SUPPORT | |
| YALE UNIVERSITY | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | 060646973 | 501(C)(3) | $25,000 | GENERAL OPERATING SUPPORT | |
| ST FRANCIS OF ASSISI CHURCH | ||||||||
| 1114 THIRD ST SE | ROCHESTER | MN | 55904 | 410694749 | 501(C)(3) | $25,000 | GENERAL OPERATING SUPPORT | |
| CENTER FOR PSYCHOLOGY AND SOCIAL CHANGE | ||||||||
| PO BOX 7046 | BOULDER | CO | 80306 | 042864296 | 501(C)(3) | $20,000 | GENERAL OPERATING SUPPORT | |
| CHRISTIAN LIFE ASSEMBLY | ||||||||
| 2645 LISBURN RD | CAMP HILL | PA | 17011 | 232227222 | 501(C)(3) | $18,500 | GENERAL OPERATING SUPPORT | |
| PROTEUS FUND | ||||||||
| 15 RESEARCH DR SUITE B | AMHERST | MA | 01002 | 043243004 | 501(C)(3) | $17,000 | GENERAL OPERATING SUPPORT | |
| CITY YEAR | ||||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | 222882549 | 501(C)(3) | $15,000 | GENERAL OPERATING SUPPORT | |
| ALFOND YOUTH CENTER | ||||||||
| 126 NORTH ST | WATERVILLE | ME | 04901 | 043341661 | 501(C)(3) | $15,000 | GENERAL OPERATING SUPPORT | |
| NORTHERN STAGE | ||||||||
| PO BOX 4287 | WHITE RIVER JUNCTION | VT | 05001 | 043387268 | 501(C)(3) | $15,000 | GENERAL OPERATING SUPPORT | |
| FRIENDS OF THE EARTH | ||||||||
| 1100 15TH ST NW 11TH FLOOR | WASHINGTON | DC | 20005 | 237420660 | 501(C)(3) | $15,000 | GENERAL OPERATING SUPPORT | |
| ONE SPIRIT | ||||||||
| PO BOX 3209 | RAPID CITY | SD | 57709 | 263592983 | 501(C)(3) | $15,000 | GENERAL OPERATING SUPPORT | |
| ENVIRONMENTAL HEALTH STRATEGY CENTER | ||||||||
| 565 CONGRESS ST SUITE 204 | PORTLAND | ME | 04101 | 383791803 | 501(C)(3) | $15,000 | GENERAL OPERATING SUPPORT | |
| AMERICAN LUNG ASSOCIATION OF MAINE | ||||||||
| 122 STATE ST | AUGUSTA | ME | 04330 | 131632524 | 501(C)(3) | $12,751 | GENERAL OPERATING SUPPORT | |
| NATIONAL AUDUBON SOCIETY | ||||||||
| 225 VARICK ST 7TH FLOOR | NEW YORK | NY | 10014 | 131624102 | 501(C)(3) | $12,500 | GENERAL OPERATING SUPPORT | |
| WELLFLEET BAY WILDLIFE SANCTUARY | ||||||||
| PO BOX 236 | SOUTH WELLFLEET | MA | 02663 | 042104702 | 501(C)(3) | $12,000 | GENERAL OPERATING SUPPORT | |
| WISCONSIN DEMOCRACY CAMPAIGN | ||||||||
| 203 SOUTH PATERSON ST | MADISON | WI | 53703 | 391911104 | 501(C)(3) | $12,000 | GENERAL OPERATING SUPPORT | |
| ALZHEIMER'S FOUNDATION OF AMERICA | ||||||||
| 322 EIGHTH AVE 6TH FLOOR | NEW YORK | NY | 10001 | 911792864 | 501(C)(3) | $11,501 | GENERAL OPERATING SUPPORT | |
| DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST | ||||||||
| 3725 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | 521521276 | 501(C)(3) | $10,500 | GENERAL OPERATING SUPPORT | |
| SILVER LINING MENTORING | ||||||||
| 727 ATLANTIC AVE 3RD FLOOR | BOSTON | MA | 02111 | 043575764 | 501(C)(3) | $10,300 | GENERAL OPERATING SUPPORT | |
| INDIANA STATE UNIVERSITY FOUNDATION | ||||||||
| 30 NORTH FIFTH ST | TERRE HAUTE | IN | 47809 | 356045550 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| GRANITE STATE ORGANIZING PROJECT | ||||||||
| 383 BEECH ST | MANCHESTER | NH | 03103 | 470873896 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| FAMILY ACCESS OF NEWTON | ||||||||
| 492 WALTHAM ST | NEWTON | MA | 02465 | 042232418 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| REACH BEYOND DOMESTIC VIOLENCE | ||||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | 042735449 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| GRASSROOTS INTERNATIONAL | ||||||||
| 179 BOYLSTON ST 4TH FLOOR | BOSTON | MA | 02130 | 042791159 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| WELLFLEET HARBOR ACTORS THEATER INC | ||||||||
| PO BOX 797 | WELLFLEET | MA | 02667 | 043491049 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| MOVEMENT STRATEGY CENTER | ||||||||
| 436 14TH ST 5TH FLOOR | OAKLAND | CA | 94612 | 201037643 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| STATE VOICES | ||||||||
| 1625 MASSACHUSETTS AVE NW SUITE 308 | WASHINGTON | DC | 20036 | 201115618 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | 308 |
| BETHESDA GREEN | ||||||||
| 4825 CORDELL AVE SUITE 200 | BETHESDA | MD | 20814 | 261825747 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| THE KIRAN ANJALI PROJECT | ||||||||
| PO BOX 757 | MERCER ISLAND | WA | 98040 | 271677832 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| TEN CHARITIES | ||||||||
| PO BOX 3403 | ST AUGUSTINE | FL | 32085 | 371497985 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| MADISON AREA COMMUNITY LAND TRUST | ||||||||
| 1501 WILLIAMSON ST | MADISON | WI | 53703 | 391323500 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| LAMBI FUND OF HAITI | ||||||||
| 1050 CONNECTICUT AVE NW 10TH FLOOR | WASHINGTON | DC | 20036 | 521843357 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| WALSINGHAM ACADEMY | ||||||||
| PO BOX 8702 | WILLIAMSBURG | VA | 23187 | 540592702 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| DEMOCRACY NORTH CAROLINA | ||||||||
| 1821 GREEN ST | DURHAM | NC | 27705 | 562271150 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| BERKELEY PUBLIC LIBRARY FOUNDATION | ||||||||
| 2090 KITTREDGE ST | BERKELEY | CA | 94704 | 943280180 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| ALL SOULS CHURCH UNITARIAN | ||||||||
| 1500 HARVARD ST NW | WASHINGTON | DC | 20009 | 530196567 | 501(C)(3) | $8,860 | GENERAL OPERATING SUPPORT | |
| PONDEROSA HIGH SCHOOL | ||||||||
| 7007 E BAYOU GULCH RD | PARKER | CO | 80134 | 846011446 | $8,620 | GENERAL OPERATING SUPPORT | ||
| CONSERVATION LAW FOUNDATION | ||||||||
| 62 SUMMER ST | BOSTON | MA | 02110 | 046149986 | 501(C)(3) | $8,000 | GENERAL OPERATING SUPPORT | |
| CISPES EDUCATION FUND | ||||||||
| 1525 NEWTON ST NW | WASHINGTON | DC | 20010 | 521481003 | 501(C)(3) | $8,000 | GENERAL OPERATING SUPPORT | |
| INSTITUTE FOR POLICY STUDIES | ||||||||
| 1112 16TH ST NW SUITE 600 | WASHINGTON | DC | 20036 | 520788947 | 501(C)(3) | $7,500 | GENERAL OPERATING SUPPORT | |
| REED COLLEGE | ||||||||
| 3203 SE WOODSTOCK BLVD | PORTLAND | OR | 97202 | 930386908 | 501(C)(3) | $7,500 | GENERAL OPERATING SUPPORT | |
| AMERICAN CANCER SOCIETY INC | ||||||||
| 2120 1ST AVE N | SEATTLE | WA | 98109 | 131788491 | 501(C)(3) | $7,001 | GENERAL OPERATING SUPPORT | |
| FONKOZE USA | ||||||||
| 1718 CONNECTICUT AVE NW SUITE 201 | WASHINGTON | DC | 20009 | 522022113 | 501(C)(3) | $7,000 | GENERAL OPERATING SUPPORT | |
| THE FIRST CHURCH OF CHRIST SCIENTIST | ||||||||
| 210 MASSACHUSETTS AVE | BOSTON | MA | 02115 | 042254742 | 501(C)(3) | $6,800 | GENERAL OPERATING SUPPORT | |
| UNITARIAN UNIVERSALIST CHURCH OF BERKELEY | ||||||||
| 1 LAWSON RD | KENSINGTON | CA | 94707 | 941279813 | 501(C)(3) | $6,800 | GENERAL OPERATING SUPPORT | |
| ATONEMENT LUTHERAN CHURCH | ||||||||
| 2132 DECKNER AVE | GREEN BAY | WI | 54302 | 411568278 | 501(C)(3) | $6,420 | GENERAL OPERATING SUPPORT | |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | 521309391 | 501(C)(3) | $6,350 | GENERAL OPERATING SUPPORT | |
| CARRABASSETT VALLEY ACADEMY | ||||||||
| 3197 CARRABASSETT VALLEY DR | CARRABASSETT VALLEY | ME | 04947 | 010384633 | 501(C)(3) | $6,000 | GENERAL OPERATING SUPPORT | |
| FORDHAM PREPARATORY SCHOOL | ||||||||
| 441 E FORDHAM RD | BRONX | NY | 10458 | 132660346 | 501(C)(3) | $6,000 | GENERAL OPERATING SUPPORT | |
| TOXICS ACTION CENTER | ||||||||
| 142 HIGH ST SUITE 624 | PORTLAND | ME | 04101 | 043211693 | 501(C)(3) | $6,000 | GENERAL OPERATING SUPPORT | |
| GLOBAL RESOURCE ALLIANCE INC | ||||||||
| 963 OSO RD | OJAI | CA | 93023 | 043677200 | 501(C)(3) | $6,000 | GENERAL OPERATING SUPPORT | |
| WHITE EARTH LAND RECOVERY PROJECT CO HONOR THE EARTH | ||||||||
| 607 MAIN ST | CALLAWAY | MN | 56521 | 411673625 | 501(C)(3) | $6,000 | GENERAL OPERATING SUPPORT | |
| PAINTED DESERT DEMONSTRATION PROJECTS INC | ||||||||
| PO BOX 967 | KYKOTSMOVI VILLAGE | AZ | 86039 | 860710679 | 501(C)(3) | $6,000 | GENERAL OPERATING SUPPORT | |
| WESTERN STATES CENTER | ||||||||
| PO BOX 40305 | PORTLAND | OR | 97240 | 930952137 | 501(C)(3) | $6,000 | GENERAL OPERATING SUPPORT | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| 1701 N BEAUREGARD ST | ALEXANDRIA | VA | 22311 | 131623888 | 501(C)(3) | $5,751 | GENERAL OPERATING SUPPORT | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | 135613797 | 501(C)(3) | $5,751 | GENERAL OPERATING SUPPORT | |
| MAINE CONSERVATION VOTERS | ||||||||
| 295 WATER ST SUITE 9 | AUGUSTA | ME | 04330 | 113399458 | 501(C)(4) | $5,500 | GENERAL OPERATING SUPPORT | |
| STUDENT CONSERVATION ASSOCIATION INC | ||||||||
| 689 RIVER RD | CHARLESTOWN | NH | 03603 | 910880684 | 501(C)(3) | $5,250 | GENERAL OPERATING SUPPORT | |
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| (no name) | ||||||||
| GENERAL OPERATING SUPPORT | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 68 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | DOMESTIC GRANTMAKING DONE THROUGH THE DONOR ADVISED FUND PROGRAM SERVICE IS LIMITED TO CHARITABLE ORGANIZATIONS THAT ARE TAX-EXEMPT UNDER IRS CODE SECTION 501(C)(3) AND ARE PUBLIC CHARITIES UNDER CODE SECTION 509(A). DUE DILIGENCE IS PERFORMED PRIOR TO ANY GRANT DISTRIBUTION TO VERIFY THE ELIGIBILITY STATUS OF THE RECIPIENT ORGANIZATION. AS NEEDED, EXPENDITURE RESPONSIBILITY IS EXERCISED TO ENSURE THAT GRANTS ARE BEING USED FOR INTENDED CHARITABLE PURPOSES. FOR GRANTMAKING OUTSIDE OF THE DONOR ADVISED FUND PROGRAM, ORGANIZATIONS SEEKING FUNDS FOR RURAL DEVELOPMENT SUBMIT PROPOSALS ONE YEAR IN ADVANCE AND THOSE ARE APPROVED BY THE INVESTMENT COMMITTEE AND A BUDGET FOR THE PROJECT IS ESTABLISHED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JENNIFER PRYCE | ||||||||||||||
| PRESIDENT & CEO | $247,223 | $0 | $5,000 | $0 | $0 | $0 | $21,198 | $0 | $29,544 | $0 | $302,965 | $0 | $0 | $0 |
| DEREK STROCHER | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $217,430 | $0 | $6,500 | $0 | $8,119 | $0 | $17,383 | $0 | $144 | $0 | $249,576 | $0 | $0 | $0 |
| JUSTIN CONWAY | ||||||||||||||
| SECRETARY, PRESIDENT OF CIP | $156,320 | $0 | $7,500 | $0 | $7,629 | $0 | $13,098 | $0 | $86 | $0 | $184,633 | $0 | $0 | $0 |
| LAURI MICHEL | ||||||||||||||
| VP RISK MANAGEMENT | $148,625 | $0 | $6,000 | $0 | $0 | $0 | $13,151 | $0 | $32,995 | $0 | $200,771 | $0 | $0 | $0 |
| CATHERINE GODSCHALK | ||||||||||||||
| VP, LENDING | $139,688 | $0 | $6,500 | $0 | $489 | $0 | $12,987 | $0 | $30,343 | $0 | $190,007 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $280,087 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | FORGIVENESS OF DEBT | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,000,000 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE TOTAL NUMBER OF CONTRIBUTIONS MADE, RATHER THAN THE TOTAL NUMBER OF SHARES OF STOCK, IS BEING REPORTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE FOUNDATION'S BYLAWS WERE AMENDED IN 2016 TO UPDATE MAXIMUM NUMBER OF DIRECTORS ON THE GOVERNING BODY AND TO DEFINE SET TERM LIMITS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PROVIDED TO MANAGEMENT MEMBERS FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICTS OF INTEREST ARE MONITORED BY A COMPLIANCE OFFICER AND ASSOCIATE WHO OVERSEE THE CONFLICT OF INTEREST POLICY. THE MEMBERS OF THE GOVERNING BODY ANNUALLY REPORT ANY CONFLICTS TO THE OFFICER WHO WILL NOTIFY THE AUDIT COMMITTEE TO ENFORCE THE POLICY. IN THE EVENT THAT A CONFLICT ARISES, THE MEMBER OF THE GOVERNING BODY WILL RECUSE THEMSELVES FROM VOTING ON ANY MATTER THAT APPLIES TO THE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | TO SET THE COMPENSATION OF TOP MANAGEMENT, WE HAVE RELIED ON COMPENSATION SURVEYS THAT HAVE BEEN PERFORMED BY SIMILAR ORGANIZATIONS. ALSO, WE REVIEW THE 990S AS POSTED BY GUIDESTAR TO REVIEW WHAT OTHERS ARE EARNING IN SIMILAR POSITIONS. THERE IS NO EXACT COMPARABLE COMPANY FOR CALVERT FOUNDATION SO WE CONSIDER WHAT OTHERS ARE MAKING AND ADJUST ACCORDINGLY. AS FOR THE PRESIDENT & CEO, THIS COMPENSATION IS SET BY THE EXECUTIVE COMMITTEE AND IT IS INFORMED BY THE SAME INFORMATION COLLECTED ABOVE. PRESIDENT & CEO COMPENSATION WAS LAST REVIEWED IN DECEMBER 2016. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE. THE FOUNDATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | TRANSFER TO IMPACTASSETS, INC. -14,272,846. OTHER ADJUSTMENTS -193,332. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| FPIF FEEDER FUND GP LLC | |||||||||
| 7315 WISCONSIN AVE SUITE 1100W | BETHESDA | MD | 20814 | 473598901 | INVESTMENT MANAGEMENT | MD | $303 | $25,987 | CALVERT SOCIAL INVESTMENT FOUNDATION INC |
| IAF GP LLC | |||||||||
| 7315 WISCONSIN AVE SUITE 1100W | BETHESDA | MD | 20814 | 474773208 | INVESTMENT MANAGEMENT | MD | $10,905 | $191,694 | CALVERT SOCIAL INVESTMENT FOUNDATION INC |
| THE FUNDED GUARANTEE GP LLC | |||||||||
| 7315 WISCONSIN AVE SUITE 1100W | BETHESDA | MD | 20814 | 814213851 | INVESTMENT MANAGEMENT | MD | $0 | $151,515 | CALVERT SOCIAL INVESTMENT FOUNDATION INC |
| EQUITY FOR IMPACT GP LLC | |||||||||
| 7315 WISCONSIN AVE SUITE 1100W | BETHESDA | ME | 20814 | 814226127 | INVESTMENT MANAGEMENT | MD | $0 | $0 | CALVERT SOCIAL INVESTMENT FOUNDATION INC |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Share Of Total IncomeShareOfTotalIncomeAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EQUITY FOR IMPACT LP | |||||||||||
| 7315 WISCONSIN AVE SUITE 1100W | BETHESDA | MD | 20814 | 814385108 | INVESTMENT MANAGEMENT | MD | EQUITY FOR IMPACT GP LLC | $16,667 | 0 | 0 | |
| FPIF FEEDER FACILITY LP | |||||||||||
| 7315 WISCONSIN AVE SUITE 1100W | BETHESDA | MD | 20814 | 474690149 | INVESTMENT MANAGEMENT | MD | FPIF FEEDER FUND GP LLC | $8,737,378 | 0 | 0 | -$371 |
| IMPACTASSETS FUNDED GUARANTEE LP | |||||||||||
| 7315 WISCONSIN AVE SUITE 1100W | BETHESDA | MD | 20814 | 814369255 | INVESTMENT MANAGEMENT | MD | THE FUNDED GUARANTEE GP LLC | $177,672 | 0 | 0 | $137 |
| INTER AMERICAN OPPORTUNITY FACILITY LP | |||||||||||
| 7315 WISCONSIN AVE SUITE 1100W | BETHESDA | MD | 20814 | 474694070 | INVESTMENT MANAGEMENT | MD | IAF GP LLC | $2,943,533 | 0 | 0 | -$3,704 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY INVESTMENT PARTNERS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7315 WISCONSIN AVE 11TH FLOOR | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272461977 | EIN |
| Primary Activities | PROMOTION OF COMMUNITY INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | -$105,088 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,363,278 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| 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 | 0 | 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 | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY INVESTMENT PARTNERS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | P | TransactionTypeTxt |
| Involved | $236,757 | InvolvedAmt |
| Method Of Amount Determination | FAIR MARKET VALUE | MethodOfAmountDeterminationTxt |