CALVERT IMPACT CAPITAL INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CALVERT IMPACT CAPITAL INC (EIN 52-1591398)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-09
- IRS object ID
- 201401299349301905
- Schema version
- 2013v3.0
- 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 | 2014-05-09T12:58:28-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 SPRING FOREST ROAD SUITE 115 | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27609 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 FOUNDATION INC | BusinessNameLine1 |
| 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 1100W | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUMPHREY MENSAH | PersonNm |
| Person Title | INTERIM CFO | PersonTitleTxt |
| Phone | 8002480337 | PhoneNum |
| Signature | 2014-05-09 | 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 | 2014-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 1100W | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $48,746,706 | 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 | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 48 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,428,345 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,256,380 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,982,221 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,708,662 | CYProgramServiceRevenueAmt |
| PY Investment Income | $212,323 | PYInvestmentIncomeAmt |
| CY Investment Income | $246,418 | CYInvestmentIncomeAmt |
| PY Other Revenue | $150,000 | PYOtherRevenueAmt |
| CY Other Revenue | $11,862 | CYOtherRevenueAmt |
| PY Total Revenue | $14,772,889 | PYTotalRevenueAmt |
| CY Total Revenue | $13,223,322 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,443,966 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,461,354 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,644,432 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,952,905 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $597,456 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,018,669 | PYOtherExpensesAmt |
| CY Other Expenses | $6,135,442 | CYOtherExpensesAmt |
| PY Total Expenses | $12,107,067 | PYTotalExpensesAmt |
| CY Total Expenses | $12,549,701 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,665,822 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $673,621 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $267,943,859 | TotalAssetsBOYAmt |
| Total Assets EOY | $272,829,576 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $241,827,410 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $245,756,591 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,116,449 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,072,985 | 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 | $7,739,433 | ExpenseAmt |
| Revenue | $8,476,135 | RevenueAmt |
| Desc | CALVERT COMMUNITY INVESTMENT NOTES BRING TOGETHER THE FINANCIAL BENEFITS OF AN INVESTMENT AND THE SOCIAL IMPACT OF A CHARITABLE DONATION. 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 AFFORDABLE HOUSING, SMALL BUSINESSES, MICROENTERPRISES AROUND THE WORLD, AND OTHER HIGH SOCIAL IMPACT INITIATIVES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,486,667 | ExpenseAmt |
| Grant | $2,461,354 | 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 |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $858,148 | ExpenseAmt |
| Revenue | $232,527 | RevenueAmt |
| Desc | CALVERT FOUNDATION'S ADVISORY SERVICES PROGRAM, COMMUNITY INVESTMENT PARTNERS (CIP), ADMINISTERS COMMUNITY INVESTMENT PROGRAM ASSETS FOR FAMILY FOUNDATIONS, FAITH-BASED INSTITUTIONS, SOCIALLY RESPONSIBLE BUSINESSES AND OTHER ORGANIZATIONS SEEKING TO CHANNEL CAPITAL TO COMMUNITY PROJECTS IN AN EFFICIENT, DISCIPLINED AND RECOVERABLE MANNER. CIP HELPS THESE GROUPS SUPPORT OR INITIATE PROGRAMS THAT FINANCE AFFORDABLE HOMES, FUND SMALL AND MICRO-BUSINESSES, AND MAKE ESSENTIAL COMMUNITY SERVICES AVAILABLE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,084,248 | 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 | 0 | 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 | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2175 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 48 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | EC | 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | 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 | AZ | 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 | OK | 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 | HUMPHREY MENSAH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8002480337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7315 WISCONSIN AVENUE SUITE 1100W | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SHARI BERENBACK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET CLARK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FREDERICK HARVEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY HOUGHTON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA J KRUMSIEK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG RATLIFF | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| IRA LIEBERMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHY STEARNS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSH MAILMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD WOLFSHEIMER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL ATWOOD | ||||||||
| DIRECTOR & ADVANCEMENT COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRANCE J MOLLNER | ||||||||
| DIRECTOR & GOVERNANCE COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN G GUFFEY JR | ||||||||
| CO-CHAIR; AUDIT COMMITTEE CHAIR; ACTING INVESTMENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| D WAYNE SILBY | ||||||||
| CO-CHAIR & FINANCE COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JENNIFER PRYCE | ||||||||
| PRESIDENT & CEO FROM 9/2013 | 40.00 | $164,505 | $0 | $31,979 | Yes (X) | |||
| LISA HALL | ||||||||
| PRESIDENT & CEO THRU 9/2013 | 40.00 | $210,151 | $0 | $32,727 | Yes (X) | |||
| HUMPHREY MENSAH | ||||||||
| INTERIM CFO & CHIEF TECHNOLOGY OFFICER FROM 10/201 | 40.00 | $138,713 | $0 | $29,475 | Yes (X) | |||
| KATHY ROCK | ||||||||
| CFO & CRO THRU 10/2013 | 40.00 | $165,155 | $0 | $25,547 | Yes (X) | |||
| DAVID KYLE | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | $196,980 | $0 | $33,340 | Yes (X) | |||
| LORRAINE GORDON | ||||||||
| VP, HUMAN RESOURCES | 40.00 | $140,964 | $0 | $24,585 | Yes (X) | |||
| ANGELA ATHERTON | ||||||||
| VP, RISK | 40.00 | $133,889 | $0 | $19,973 | Yes (X) | |||
| LAURI MICHEL | ||||||||
| VP, UNDERWRITING | 40.00 | $125,400 | $0 | $20,713 | Yes (X) | |||
| CATHERINE GODSCHALK | ||||||||
| VP, LENDING | 40.00 | $115,404 | $0 | $18,398 | Yes (X) | |||
| MICHELLE HALLMAN | ||||||||
| DIRECTOR, COMPLIANCE | 40.00 | $102,014 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,493,175 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $236,737 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALLESSANDRA BRADLEY-BURNS | |||||
| 6905 LOCH LOMOND DR | BETHESDA | MD | 20817 | CONSULTING SERVICES | $227,222 |
| PERCEPTUS TECHNOLOGIES INC | |||||
| 5101 BRADLEY BLVD | CHEVY CHASE | MD | 20815 | COMPUTER SOFTWARE CONSULTING | $185,880 |
| MEG RESSNER & ASSOCIATES LLC | |||||
| 3543 EDGEVALE RD | TOLEDO | OH | 43606 | CONSULTING SERVICES | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,256,380 | AllOtherContributionsAmt |
| Noncash Contributions | $572,845 | NoncashContributionsAmt |
| Total Contributions | $4,256,380 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CALVERT COMMUNITY INVESTMENT NOTE | 900099 | $8,476,135 | $8,476,135 |
| COMMUNITY INVESTMENT PARTNERS | 900099 | $232,527 | $232,527 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,708,662 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $160,326 | TotalRevenueColumnAmt |
| Exclusion | $160,326 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,609,476 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,523,384 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $86,092 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,092 | TotalRevenueColumnAmt |
| Exclusion | $86,092 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CALVERT GIVING FUND FEE INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $11,862 | TotalRevenueColumnAmt |
| Exclusion | $11,862 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,862 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,223,322 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,708,662 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $258,280 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,461,354 | TotalAmt |
| Program Services | $2,461,354 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,028,571 | TotalAmt |
| Program Services | $720,248 | ProgramServicesAmt |
| Management And General | $205,549 | ManagementAndGeneralAmt |
| Fundraising | $102,774 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,287,240 | TotalAmt |
| Program Services | $1,601,068 | ProgramServicesAmt |
| Management And General | $457,448 | ManagementAndGeneralAmt |
| Fundraising | $228,724 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,275 | TotalAmt |
| Program Services | $75,792 | ProgramServicesAmt |
| Management And General | $21,655 | ManagementAndGeneralAmt |
| Fundraising | $10,828 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,767 | TotalAmt |
| Program Services | $212,086 | ProgramServicesAmt |
| Management And General | $59,787 | ManagementAndGeneralAmt |
| Fundraising | $29,894 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,052 | TotalAmt |
| Management And General | $227,052 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,525 | TotalAmt |
| Program Services | $140,810 | ProgramServicesAmt |
| Management And General | $36,105 | ManagementAndGeneralAmt |
| Fundraising | $3,610 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,810 | TotalAmt |
| Program Services | $87,092 | ProgramServicesAmt |
| Management And General | -$1,657 | ManagementAndGeneralAmt |
| Fundraising | $2,375 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,164 | TotalAmt |
| Program Services | $35,082 | ProgramServicesAmt |
| Management And General | $35,082 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $781,470 | TotalAmt |
| Program Services | $697,053 | ProgramServicesAmt |
| Management And General | $43,776 | ManagementAndGeneralAmt |
| Fundraising | $40,641 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,309 | TotalAmt |
| Program Services | $1,309 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,147 | TotalAmt |
| Program Services | $234,943 | ProgramServicesAmt |
| Management And General | $48,949 | ManagementAndGeneralAmt |
| Fundraising | $16,255 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,252 | TotalAmt |
| Program Services | $150,484 | ProgramServicesAmt |
| Management And General | $25,768 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,910 | TotalAmt |
| Program Services | $73,787 | ProgramServicesAmt |
| Management And General | $418,123 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,512 | TotalAmt |
| Program Services | $194,810 | ProgramServicesAmt |
| Management And General | $24,351 | ManagementAndGeneralAmt |
| Fundraising | $24,351 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,972 | TotalAmt |
| Program Services | $39,574 | ProgramServicesAmt |
| Management And General | $2,199 | ManagementAndGeneralAmt |
| Fundraising | $2,199 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,641,401 | TotalAmt |
| Program Services | $3,641,401 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,120 | TotalAmt |
| Management And General | $242,120 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,057 | TotalAmt |
| Management And General | $33,057 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $89,819 | $76,346 | $13,473 |
| MISCELLANEOUS | $48,576 | $48,576 | |
| REGISTRATION FEES | $40,396 | $40,396 | |
| COMMISSIONS | $36,748 | $36,748 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$373,746 | TotalAmt |
| Program Services | $563,865 | ProgramServicesAmt |
| Management And General | -$1,073,416 | ManagementAndGeneralAmt |
| Fundraising | $135,805 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,549,701 | TotalAmt |
| Program Services | $11,084,248 | ProgramServicesAmt |
| Management And General | $867,997 | ManagementAndGeneralAmt |
| Fundraising | $597,456 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,478,003 | BOYAmt |
| EOY | $2,628,190 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,150,850 | BOYAmt |
| EOY | $58,067,022 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $238,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,108,185 | BOYAmt |
| EOY | $1,746,993 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,950 | BOYAmt |
| EOY | $276,813 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,003 | BOYAmt |
| EOY | $412,761 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,008,681 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $947,574 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $764,771 | BOYAmt |
| EOY | $1,061,107 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,022,121 | BOYAmt |
| EOY | $13,464,920 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,500,458 | BOYAmt |
| EOY | $6,392,687 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,252,488 | BOYAmt |
| EOY | $185,654,977 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,065,030 | BOYAmt |
| EOY | $2,885,606 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,943,859 | BOYAmt |
| EOY | $272,829,576 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,675,086 | BOYAmt |
| EOY | $2,473,954 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $72,233 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,250 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,085,074 | BOYAmt |
| EOY | $243,210,404 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,827,410 | BOYAmt |
| EOY | $245,756,591 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,103,878 | BOYAmt |
| EOY | $25,725,841 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $825,000 | BOYAmt |
| EOY | $1,159,573 | 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 | $26,116,449 | BOYAmt |
| EOY | $27,072,985 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,943,859 | BOYAmt |
| EOY | $272,829,576 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $673,621 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,125,678 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$842,763 | 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 | $7,734,907 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,193,952 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,268,467 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,428,345 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,256,380 | CurrentTaxYearAmt |
| Total | $41,882,051 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,734,907 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,193,952 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,268,467 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,428,345 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,256,380 | CurrentTaxYearAmt |
| Total | $41,882,051 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,316,256 | SubstantialContributorsTotAmt |
| Public Support Total170 | $34,565,795 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,103,743 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $855,835 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $693,798 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $460,922 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160,326 | CurrentTaxYearAmt |
| Total | $3,274,624 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $190,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $264,950 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $150,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,862 | CurrentTaxYearAmt |
| Total | $618,662 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $45,775,337 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $41,744,885 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75510 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75950 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FEE INCOME - 2009 AMOUNT: $ 190,000. 2010 AMOUNT: $ 1,850. 2011 AMOUNT: $ 264,950. 2013 AMOUNT: $ 11,862. SUBDEBT RELINQUISHED - 2012 AMOUNT: $ 150,000. | 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 | 282 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $2,842,934 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $2,669,514 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $15,310,259 | 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 | $270,509 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,357 | DepreciationAmt |
| Book Value | $257,152 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,738,172 | OtherCostOrOtherBasisAmt |
| Depreciation | $934,217 | DepreciationAmt |
| Book Value | $803,955 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,061,107 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| NOTES RECEIVABLE | $183,194,069 | F |
| MISSION PLUS PLACEMENTS | $2,460,908 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $185,654,977 | TotalBookValueProgramRltdAmt |
| 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, 2013. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | LOANS & EQUITY | $1,621,735 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | INVESTMENTS | LOANS | $3,300,000 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | LOANS | $18,736,559 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | DUE DILIGENCE | $900 |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | LOANS | $20,975 |
| RUSSIA & THE NEWLY INDEPENDENT STATES | 0 | 0 | INVESTMENTS | LOANS | $5,900,000 |
| SOUTH AMERICA | 0 | 0 | INVESTMENTS | LOANS | $8,296,259 |
| SOUTH ASIA | 0 | 0 | INVESTMENTS | LOANS | $600,000 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | DUE DILIGENCE | $3,261 |
| SUB-SAHARAN AFRICA | 0 | 0 | INVESTMENTS | LOANS & EQUITY | $863,779 |
| 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 | $38,476,428 | SubtotalSpentAmt |
| Continuation Spent | $867,040 | ContinuationSpentAmt |
| Total Spent | $39,343,468 | TotalSpentAmt |
| 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 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (99 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| COMMUNITY PARTNERS | ||||||||
| 1000 NORTH ALAMEDA STREET SUITE 240 | 240 | LOS ANGELES | CA | 90012 | 954302067 | 501(C)(3) | $174,000 | GENERAL SUPPORT |
| BROWN UNIVERSITY | ||||||||
| ATTN GIFT CASHIER BOX 1877 | PROVIDENCE | RI | 029121877 | 050258809 | 501(C)(3) | $64,800 | GENERAL SUPPORT | |
| V DAY | ||||||||
| 303 PARK AVENUE SOUTH STE 1184 | NEW YORK | NY | 100103657 | 943389430 | 501(C)(3) | $60,250 | GENERAL SUPPORT | |
| MARK MAKING | ||||||||
| 302 NOLL STREET | CHATTANOOGA | TN | 37405 | 262959326 | 501(C)(3) | $50,000 | GENERAL SUPPORT | |
| PROJECT ETHIOPIA - INTERFAITH COMMUNITY CHURCH | ||||||||
| 1763 NW 62ND STREET | SEATTLE | WA | 98107 | 911543025 | 501(C)(3) | $46,000 | GENERAL SUPPORT | |
| FULAA LIFELINE INTERNATIONAL | ||||||||
| 3901 GALLOWS ROAD | ANNANDALE | VA | 22003 | 541996160 | 501(C)(3) | $43,000 | GENERAL SUPPORT | |
| AIDG INC | ||||||||
| PO BOX 104 | WESTON | MA | 02493 | 680589005 | 501(C)(3) | $30,000 | GENERAL SUPPORT | |
| ADOPTION AND FOSTER CARE MENTORING | ||||||||
| 727 ATLANTIC AVENUE 3RD FLOOR | BOSTON | MA | 02111 | 043575764 | 501(C)(3) | $27,980 | GENERAL SUPPORT | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | 131644147 | 501(C)(3) | $26,500 | GENERAL SUPPORT | |
| MAINE CITIZENS FOR CLEAN ELECTIONS | ||||||||
| PO BOX 18187 | PORTLAND | ME | 04112 | 043386477 | 501(C)(3) | $26,500 | GENERAL SUPPORT | |
| ANNANDALE ATOMS BOOSTER CLUB | ||||||||
| PO BOX 1283 | ANNANDALE | VA | 22003 | 541383484 | 501(C)(3) | $25,000 | GENERAL SUPPORT | |
| PROVIDENCE ACADEMY | ||||||||
| 15100 SCHMIDT LAKE ROAD | PLYMOUTH | MN | 55446 | 411883866 | 501(C)(3) | $22,500 | GENERAL SUPPORT | |
| HUMAN RIGHTS WATCH | ||||||||
| 350 FIFTH AVE 34TH FL | NEW YORK | NY | 10118 | 132875808 | 501(C)(3) | $22,000 | GENERAL SUPPORT | |
| SUSTAINABLE HARVEST INTERNATIONAL | ||||||||
| 779 NORTH BEND ROAD | SURRY | ME | 04684 | 043370577 | 501(C)(3) | $22,000 | GENERAL SUPPORT | |
| TECHNOSERVE | ||||||||
| 1 MECHANIC ST | NORWALK | CT | 06850 | 132626135 | 501(C)(3) | $20,250 | GENERAL SUPPORT | |
| CARRABASSETT VALLEY ACADEMY | ||||||||
| CAPITAL CAMPAIGN 3197 CARRABASSETT | VALLEY DRIVE | CARRABASSETT VALLEY | ME | 04947 | 010384633 | 501(C)(3) | $20,000 | GENERAL SUPPORT |
| EASTSIDE CATHOLIC SCHOOL | ||||||||
| 232 228TH AVENUE SE | SAMMAMISH | WA | 98074 | 911034894 | 501(C)(3) | $20,000 | GENERAL SUPPORT | |
| GIVEWELL | ||||||||
| 182 HOWARD STREET 208 | SAN FRANCISCO | CA | 94105 | 208625442 | 501(C)(3) | $20,000 | GENERAL SUPPORT | |
| KNOX GATES NEIGHBORHOOD ASSOCIATION | ||||||||
| 3418 GATES PLACE | BRONX | NY | 10467 | 133020575 | 501(C)(3) | $20,000 | GENERAL SUPPORT | |
| PREVENT HARM | ||||||||
| 565 CONGRESS ST SUITE 204 | PORTLAND | ME | 04101 | 462520821 | 501(C)(4) | $20,000 | GENERAL SUPPORT | |
| TEN CHARITIES | ||||||||
| PO BOX 3403 | ST AUGUSTINE | FL | 32084 | 371497985 | 501(C)(3) | $20,000 | GENERAL SUPPORT | |
| UNIVERSITY OF MICHIGAN SCHOOL OF NATURAL RESOURCES AND ENVIRONMENT | ||||||||
| 440 CHURCH STREET 2038 DANA BLDG | ANN ARBOR | MI | 481091041 | 386006309 | 501(C)(3) | $20,000 | GENERAL SUPPORT | |
| UPPER VALLEY WALDORF SCHOOL | ||||||||
| 80 BLUFF ROAD PO BOX 709 | QUECHEE | VT | 05059 | 030312346 | 501(C)(3) | $19,025 | GENERAL SUPPORT | |
| MAINE PEOPLES RESOURCE CENTER | ||||||||
| 565 CONGRESS ST SUITE 200 | PORTLAND | ME | 04101 | 222586108 | 501(C)(3) | $18,200 | GENERAL SUPPORT | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | 205806345 | 501(C)(3) | $17,500 | GENERAL SUPPORT | |
| CAMPUS CRUSADE FOR CHRIST | ||||||||
| PO BOX 628222 | ORLANDO | FL | 328628222 | 956006173 | 501(C)(3) | $17,000 | GENERAL SUPPORT | |
| HOME FOR THE HOLIDAYS | ||||||||
| 1325 PACIFIC HIGHWAY 2807 | SAN DIEGO | CA | 92101 | 364630314 | 501(C)(3) | $17,000 | GENERAL SUPPORT | |
| NORTHERN STAGE | ||||||||
| P O BOX 4287 | WHITE RIVER JUNCTION | VT | 05001 | 043387268 | 501(C)(3) | $17,000 | GENERAL SUPPORT | |
| CHRISTIAN LIFE ASSEMBLY | ||||||||
| 2645 LISBURN RD | CAMP HILL | PA | 17011 | 232227222 | 501(C)(3) | $16,650 | GENERAL SUPPORT | |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | 941730465 | 501(C)(3) | $16,250 | GENERAL SUPPORT | |
| DANCE CURRENTS INC | ||||||||
| 10 CHURCH STREET | NEWTON | MA | 02458 | 611551167 | 501(C)(3) | $16,000 | GENERAL SUPPORT | |
| ST FRANCIS OF ASSISI CHURCH | ||||||||
| 1114 THIRD STREET SE | ROCHESTER | MN | 55904 | 530196617 | 501(C)(3) | $16,000 | GENERAL SUPPORT | |
| A TERRITORY RESOURCE SOCIAL JUSTICE FUND NORTHWEST | ||||||||
| 1904 3RD AVE SUITE 806 | SEATTLE | WA | 98101 | 911036971 | 501(C)(3) | $15,250 | GENERAL SUPPORT | |
| GLOBAL RESOURCE ALLIANCE INC | ||||||||
| 963 OSO RD | OJAI | CA | 93023 | 043677200 | 501(C)(3) | $15,000 | GENERAL SUPPORT | |
| MID-MAINE HOMELESS SHELTER | ||||||||
| PO BOX 2612 | WATERVILLE | ME | 049032584 | 010425115 | 501(C)(3) | $15,000 | GENERAL SUPPORT | |
| ROCHESTER CATHOLIC SCHOOLS COLOURDES BUILDING OUR FUTURE | ||||||||
| 1710 INDUSTRAIL DRIVE NW | ROCHESTER | MN | 55901 | 410740119 | 501(C)(3) | $15,000 | GENERAL SUPPORT | |
| THE LEUKEMIA AND LYMPHOMA SOCIETY | ||||||||
| 221 MAIN STREET SUITE 1650 | SAN FRANCISCO | CA | 94105 | 135644916 | 501(C)(3) | $15,000 | GENERAL SUPPORT | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | 133433452 | 501(C)(3) | $14,350 | GENERAL SUPPORT | |
| NEIGHBOR TO NEIGHBOR MASSACHUSETTS | ||||||||
| 262 WASHINGTON ST 3RD FLOOR | BOSTON | MA | 02108 | 043507716 | 501(C)(3) | $14,000 | GENERAL SUPPORT | |
| HEARTWOOD REGIONAL THEATER COMPANY | ||||||||
| PO BOX 1115 | DAMARISCOTTA | ME | 04543 | 562404197 | 501(C)(3) | $13,000 | GENERAL SUPPORT | |
| HOMELESS SERVICES CENTER | ||||||||
| 115 B CORAL STREET | SANTA CRUZ | CA | 95060 | 770126783 | 501(C)(3) | $13,000 | GENERAL SUPPORT | |
| UNITARIAN UNIVERSALIST CHURCH OF BERKELEY | ||||||||
| 1 LAWSON RD | KENSINGTON | CA | 94707 | 941279813 | 501(C)(3) | $12,850 | GENERAL SUPPORT | |
| STUDENT MOBILIZATION | ||||||||
| PO BOX 567 | CONWAY | AR | 72033 | 710629392 | 501(C)(3) | $12,800 | GENERAL SUPPORT | |
| GRASSROOTS INTERNATIONAL | ||||||||
| 179 BOYLSTON STREET 4TH FLOOR | BOSTON | MA | 02130 | 042791159 | 501(C)(3) | $12,250 | GENERAL SUPPORT | |
| WELLFLEET HARBOR ACTORS THEATER INC | ||||||||
| PO BOX 797 | WELLFLEET | MA | 02667 | 043491049 | 501(C)(3) | $12,000 | GENERAL SUPPORT | |
| INTERNATIONAL RIVERS | ||||||||
| 2150 ALLSTON WAY SUITE 300 | BERKELEY | CA | 94704 | 943158295 | 501(C)(3) | $10,833 | GENERAL SUPPORT | |
| AMERICAN LUNG ASSOCIATION OF MAINE | ||||||||
| 122 STATE ST | AUGUSTA | ME | 04330 | 131632524 | 501(C)(3) | $10,500 | GENERAL SUPPORT | |
| CALVARY BIBLE CHURCH | ||||||||
| 1757 HOURET COURT | MILPITAS | CA | 95035 | 470910948 | 501(C)(3) | $10,500 | GENERAL SUPPORT | |
| CHAPEL OF ST JAMES THE FISHERMAN | ||||||||
| BOX 1334 | WELLFLEET | MA | 02667 | 042104156 | 501(C)(3) | $10,500 | GENERAL SUPPORT | |
| UNIVERSITY OF MASSACHUSETTS | ||||||||
| RECORDS AND GIFTS PROCESSING 134 | HICKS WAY MEMORIAL HALL | AMHERST | MA | 01003 | 542084125 | 501(C)(3) | $10,500 | GENERAL SUPPORT |
| COLLABORATION FOR EARLY CHILDHOOD CARE AND EDUCATION | ||||||||
| OAK PARK VILLAGE HALL 123 MADISON | STREET ROOM 209 | OAK PARK | IL | 60302 | 300132292 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| CONVERGENCE CENTER FOR POLICY RESOLUTION | ||||||||
| 1101 17TH STREET NW SUITE 1350 | WASHINGTON | DC | 20036 | 320280279 | 501(C)(3) | $10,000 | GENERAL SUPPORT | |
| DEMOS A NETWORK FOR IDEAS AND ACTION LTD | ||||||||
| 220 FIFTH AVE 2ND FLOOR | NEW YORK | NY | 10001 | 134105066 | 501(C)(3) | $10,000 | GENERAL SUPPORT | |
| DOORWAYS FOR WOMEN AND FAMILIES | ||||||||
| PO BOX 100185 | ARLINGTON | VA | 22210 | 541087829 | 501(C)(3) | $10,000 | GENERAL SUPPORT | |
| LTFHC | ||||||||
| 1646 N LEAVITT STREET | CHICAGO | IL | 60647 | 271149995 | 501(C)(3) | $10,000 | GENERAL SUPPORT | |
| MAINE GENERAL MEDICAL CENTER | ||||||||
| OFFICE OF PHILANTHROPY PO BOX 828 | WATERVILLE | ME | 04903 | 043369653 | 501(C)(3) | $10,000 | GENERAL SUPPORT | |
| NATIONAL AUDUBON SOCIETY | ||||||||
| 225 VARICK STREET 7TH FLOOR | NEW YORK | NY | 10014 | 131624102 | 501(C)(3) | $10,000 | GENERAL SUPPORT | |
| PROUD GROUND | ||||||||
| 5288 N INTERSTATE AVE | PORTLAND | OR | 97217 | 931290320 | 501(C)(3) | $10,000 | GENERAL SUPPORT | |
| ROMANIAN CHILDREN'S RELIEF | ||||||||
| PO BOX 493 | PEPPERELL | MA | 01463 | 223087622 | 501(C)(3) | $10,000 | GENERAL SUPPORT | |
| STRATEGIC CONCEPTS IN ORGANIZING AND POLICY EDUCATION CO CALIFORNIA CALLS | ||||||||
| 4801 EXPOSITION BLVD ATTN TORIE | OSBORN | LOS ANGELES | CA | 90016 | 354635737 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| TSNE | ||||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | 042261109 | 501(C)(3) | $10,000 | GENERAL SUPPORT | |
| UNITARIAN UNIVERSALIST ASSOCIATION | ||||||||
| 25 BEACON STREET | BOSTON | MA | 02108 | 042103733 | 501(C)(3) | $10,000 | GENERAL SUPPORT | |
| UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC | ||||||||
| UNIVERSITY OF MARYLAND SCHOOL OF | LAW 500 WEST BALTIMORE STREET | BALTIMORE | MD | 212011738 | 311678679 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| WAYNFLETE SCHOOL | ||||||||
| 360 SPRING STREET ATTN SALLY PRICE | DIRECTOR OF DEVELOPMENT | PORTLAND | ME | 04102 | 010211565 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| FELLOWSHIP BIBLE CHURCH | ||||||||
| 16391 CHILLICOTHE ROAD | CHAGRIN FALLS | OH | 44023 | 341204716 | 501(C)(3) | $8,800 | GENERAL SUPPORT | |
| FRIENDS OF THE EARTH | ||||||||
| PO BOX 96466 | WASHINGTON | DC | 200906466 | 237420660 | 501(C)(3) | $8,500 | GENERAL SUPPORT | |
| CARTER CENTER | ||||||||
| ONE COPENHILL 453 FREEDOM PARKWAY | ATLANTA | GA | 30307 | 581454716 | 501(C)(3) | $8,400 | GENERAL SUPPORT | |
| ACLU OF MAINE | ||||||||
| 121 MIDDLE ST STE 301 | PORTLAND | ME | 04101 | 010367357 | 501(C)(3) | $8,000 | GENERAL SUPPORT | |
| INSTITUTE FOR POLICY STUDIES | ||||||||
| 1112 16TH STREET NW SUITE 600 | WASHINGTON | DC | 20036 | 520788947 | 501(C)(3) | $8,000 | GENERAL SUPPORT | |
| NEWTON COMMUNITY SERVICE CENTERS INC | ||||||||
| 492 WALTHAM STREET | NEWTON | MA | 02465 | 042232418 | 501(C)(3) | $8,000 | GENERAL SUPPORT | |
| THIRD SECTOR NEW ENGLAND CO MA VOTER TABLE | ||||||||
| NONPROFIT CENTER 89 SOUTH STREET | BOSTON | MA | 02111 | 042261109 | 501(C)(3) | $8,000 | GENERAL SUPPORT | |
| COMPASS COMMUNITY SERVICES | ||||||||
| 995 MARKET ST 5TH FL | SAN FRANCISCO | CA | 94103 | 941156622 | 501(C)(3) | $7,500 | GENERAL SUPPORT | |
| GREAT DOG RESCUE NEW ENGLAND | ||||||||
| 9 BARTLET STREET 316 | ANDOVER | MA | 01810 | 161706490 | 501(C)(3) | $7,500 | GENERAL SUPPORT | |
| MOUNT MERICI ACADEMY | ||||||||
| 142 WESTERN AVENUE | WATERVILLE | ME | 04901 | 530196617 | 501(C)(3) | $7,500 | GENERAL SUPPORT | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| PO BOX 97089 | WASHINGTON | DC | 20090 | 530196605 | 501(C)(3) | $7,185 | GENERAL SUPPORT | |
| REDWOOD JUSTICE FUND - PRISON RADIO PROJECT | ||||||||
| PO BOX 411074 | SAN FRANCISCO | CA | 94141 | 680334309 | 501(C)(3) | $7,173 | GENERAL SUPPORT | |
| ANIMAL RESCUE LEAGUE OF BOSTON | ||||||||
| 10 CHANDLER STREET | BOSTON | MA | 02116 | 042103714 | 501(C)(3) | $7,000 | GENERAL SUPPORT | |
| MARY QUEEN OF PEACE | ||||||||
| 1121 228TH AVENUE SE | SAMMAMISH | WA | 980759904 | 911581183 | 501(C)(3) | $7,000 | GENERAL SUPPORT | |
| SAN JUAN PRESERVATION TRUST | ||||||||
| PO BOX 327 | LOPEZ ISLAND | WA | 982610327 | 911078355 | 501(C)(3) | $7,000 | GENERAL SUPPORT | |
| WADE THOMAS PARENTS ASSOCIATION | ||||||||
| WADE THOMAS ELEMENTARY SCHOOL 150 | ROSS AVENUE | SAN ANSELMO | CA | 94960 | 942535840 | 501(C)(3) | $7,000 | GENERAL SUPPORT |
| YES FOUNDATION | ||||||||
| PO BOX 2 | SAN ANSELMO | CA | 94979 | 942667704 | 501(C)(3) | $7,000 | GENERAL SUPPORT | |
| SHAKESPEARE AND COMPANY | ||||||||
| 70 KEMBLE STREET | LENNOX | MA | 01240 | 042666826 | 501(C)(3) | $6,550 | GENERAL SUPPORT | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 222031606 | 530242652 | 501(C)(3) | $6,550 | GENERAL SUPPORT | |
| CONSERVATION LAW FOUNDATION | ||||||||
| 62 SUMMER STREET | BOSTON | MA | 021101016 | 046149986 | 501(C)(3) | $6,500 | GENERAL SUPPORT | |
| ARLINGTON FREE CLINIC | ||||||||
| 2921 11TH STREET SOUTH | ARLINGTON | VA | 22204 | 541671883 | 501(C)(3) | $6,000 | GENERAL SUPPORT | |
| GRASSROOTS GLOBAL JUSTICE | ||||||||
| PO BOX 610663 | MIAMI | FL | 332610663 | 264633127 | 501(C)(3) | $6,000 | GENERAL SUPPORT | |
| GREATER NEW ORLEANS FOUNDATION | ||||||||
| 1055 ST CHARLES AVE STE 100 | NEW ORLEANS | LA | 70130 | 720408921 | 501(C)(3) | $6,000 | GENERAL SUPPORT | |
| JANUA COELI INC | ||||||||
| 281 SW 48TH CT | MIAMI | FL | 331341264 | 800037294 | 501(C)(3) | $6,000 | GENERAL SUPPORT | |
| MENNONITE DISASTER SERVICE | ||||||||
| 583 AIRPORT ROAD | LITITZ | PA | 17543 | 232713127 | 501(C)(3) | $6,000 | GENERAL SUPPORT | |
| THE FIRST CHURCH OF CHRIST SCIENTIST SUNNYVALE | ||||||||
| 1575 ALBATROSS DR | SUNNYVALE | CA | 94087 | 042254742 | 501(C)(3) | $6,000 | GENERAL SUPPORT | |
| THE PARK SCHOOL | ||||||||
| 171 GODDARD AVE | BROOKLINE | MA | 024457497 | 042104824 | 501(C)(3) | $6,000 | GENERAL SUPPORT | |
| UNITED WAY OF KING COUNTY | ||||||||
| 720 SECOND AVENUE | SEATTLE | WA | 98104 | 910565555 | 501(C)(3) | $6,000 | GENERAL SUPPORT | |
| VINYARD INDIAN SETTLEMENT CO FORGOTTEN PEOPLE | ||||||||
| 1027 STATE HWY 34 SOUTH | HEROD | IL | 62947 | 371387373 | 501(C)(3) | $6,000 | GENERAL SUPPORT | |
| UNION OF CONCERNED SCIENTISTS INC | ||||||||
| 2 BRATTLE SQUARE STE 6 | CAMBRIDGE | MA | 02138 | 042535767 | 501(C)(3) | $5,950 | GENERAL SUPPORT | |
| B-CC HIGH SCHOOL EDUCATIONAL FOUNDATION INC | ||||||||
| PO BOX 31209 | BETHESDA | MD | 208241209 | 521948149 | 501(C)(3) | $5,500 | GENERAL SUPPORT | |
| MAINE CENTER FOR ECONOMIC POLICY | ||||||||
| PO BOX 437 60 WINTHROP ST | AUGUSTA | ME | 04332 | 223317572 | 501(C)(3) | $5,500 | GENERAL SUPPORT | |
| MERCY CORPS | ||||||||
| 45 SW ANKENY ST | PORTLAND | OR | 972043504 | 911148123 | 501(C)(3) | $5,500 | GENERAL SUPPORT | |
| NEW HOPE MINISTRIES | ||||||||
| PO BOX 448 | DILLSBURG | PA | 17019 | 232223120 | 501(C)(3) | $5,300 | GENERAL SUPPORT | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||||
| 78 OCEAN AVENUE | SAN FRANCISCO | CA | 94112 | 943144390 | 501(C)(3) | $5,250 | GENERAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 98 | 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 (7 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 FROM 9/2013 | $154,365 | $0 | $0 | $0 | $10,140 | $0 | $13,582 | $0 | $18,397 | $0 | $196,484 | $0 | $0 | $0 |
| LISA HALL | ||||||||||||||
| PRESIDENT & CEO THRU 9/2013 | $192,651 | $0 | $0 | $0 | $17,500 | $0 | $17,184 | $0 | $15,543 | $0 | $242,878 | $0 | $0 | $0 |
| HUMPHREY MENSAH | ||||||||||||||
| INTERIM CFO & CHIEF TECHNOLOGY OFFIC | $127,005 | $0 | $0 | $0 | $11,708 | $0 | $11,708 | $0 | $17,767 | $0 | $168,188 | $0 | $0 | $0 |
| KATHY ROCK | ||||||||||||||
| CFO & CRO THRU 10/2013 | $149,664 | $0 | $0 | $0 | $15,491 | $0 | $7,299 | $0 | $18,248 | $0 | $190,702 | $0 | $0 | $0 |
| DAVID KYLE | ||||||||||||||
| CHIEF OPERATING OFFICER | $179,480 | $0 | $0 | $0 | $17,500 | $0 | $15,390 | $0 | $17,950 | $0 | $230,320 | $0 | $0 | $0 |
| LORRAINE GORDON | ||||||||||||||
| VP, HUMAN RESOURCES | $129,687 | $0 | $0 | $0 | $11,277 | $0 | $6,187 | $0 | $18,398 | $0 | $165,549 | $0 | $0 | $0 |
| ANGELA ATHERTON | ||||||||||||||
| VP, RISK | $117,222 | $0 | $0 | $0 | $16,667 | $0 | $1,575 | $0 | $18,398 | $0 | $153,862 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 23 | ContributionCnt |
| Noncash Contributions Rpt F990 | $572,845 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 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 JANUARY OF 2014. |
| 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 IMPACT ASSETS, INC. -842,763. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY INVESTMENT PARTNERS INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7315 WISCONSIN AVE 11TH FLOOR | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
| 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 | $948,300 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $658,526 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | P | TransactionTypeTxt |
| Involved | $980,696 | InvolvedAmt |
| Method Of Amount Determination | FAIR MARKET VALUE | MethodOfAmountDeterminationTxt |
Comments