IFF: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- IFF (EIN 36-3656836)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-11
- IRS object ID
- 201423159349300337
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-11T09:00:30-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SWACKER DRIVE STE 800 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | 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 | 363656836 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IFF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IFF | BusinessNameControlTxt |
| Phone | 3126290060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NORTH LASALLE STREET No 700 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60602 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joe Neri | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3126290060 | PhoneNum |
| Signature | 2014-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wayne Harder | PreparerPersonNm |
| PTIN | P00294296 | PTIN |
| Phone | 3126343400 | PhoneNum |
| 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 | Joe Neri | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NORTH LASALLE STREET No 700 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,092,586 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.IFF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | IFF will provide comprehensive solutions with transformational outcomes in low-income and special needs communities throughout the Midwest by offering lending, real estate, and research services to nonprofits. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 81 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $29,962,036 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,182,933 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,077,140 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,719,425 | CYProgramServiceRevenueAmt |
| PY Investment Income | $74,864 | PYInvestmentIncomeAmt |
| CY Investment Income | $69,717 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$32,253 | PYOtherRevenueAmt |
| CY Other Revenue | $29,019 | CYOtherRevenueAmt |
| PY Total Revenue | $41,081,787 | PYTotalRevenueAmt |
| CY Total Revenue | $29,001,094 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,249,387 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,857,260 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,302,192 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,484,567 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $244,597 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,396,059 | PYOtherExpensesAmt |
| CY Other Expenses | $7,956,834 | CYOtherExpensesAmt |
| PY Total Expenses | $19,947,638 | PYTotalExpensesAmt |
| CY Total Expenses | $19,298,661 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $21,134,149 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,702,433 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $234,334,903 | TotalAssetsBOYAmt |
| Total Assets EOY | $260,057,927 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $163,760,642 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $181,386,607 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $70,574,261 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $78,671,320 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | IFF is a nonprofit organization that offers lending, facilities planning, real estate development and research services to Midwest nonprofits serving disadvantaged populations. IFF services help nonprofits complete their real estate-related projects and strengthen their financial, operational and management capacity to meet their missions. IFF works with nonprofits, government agencies, and philanthropic stakeholders to deliver innovative solutions to underserved communities and to help achieve their community development goals. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,760,682 | ExpenseAmt |
| Grant | $619,661 | GrantAmt |
| Revenue | $10,346,400 | RevenueAmt |
| Desc | Capital Solutions: This program makes below market loans to nonprofit agencies. Since 1990, the total loan volume reached $456 million which includes 1,114 loans closed that have resulted in total cost savings of $24.3 million for clients. Since 1990, these loans have assisted with the renovation or construction of 14.4 million square feet and created 5,080 child care slots, 36,586 student seats, 197,508 new patients/visits at health care clinics, 5,752 affordable and supportive/special needs housing units, and 1,327 beds. In addition, the loans have helped to employ 54,795 full time equivalents. IFF's financing has leveraged over $1.4 billion in capital. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,832,162 | ExpenseAmt |
| Grant | $5,228,626 | GrantAmt |
| Revenue | $160,543 | RevenueAmt |
| Desc | Community Strategies Initiative: IFF has worked to strengthen nonprofits and their communities through expertise in finance, real estate planning and development, and research. IFF will work with local and state government, nonprofit agencies, foundations and other community groups to help achieve their community development goals by assessing community conditions through analysis of demographic data and trends, inventorying existing community assets and identifying gaps, evaluating housing, human services, education, health care, investments and job environments, and providing a community conditions analysis to guide work with stakeholders in developing strategic plans and prioritizing investments. IFF will develop solutions with conceptual projects and programs with strategic partners and will facilitate community partnership by bringing together relevant parties. Through this work, IFF will continue to address a broad range of community needs - from health care, education, and housing to child care, healthy food access and job training. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,888,525 | ExpenseAmt |
| Grant | $8,973 | GrantAmt |
| Revenue | $1,148,434 | RevenueAmt |
| Desc | Real Estate Services Program: This program helps nonprofits make better real estate and space decisions to support growth planning, program changes, and financial and organizational capacity. The goals and objectives of each nonprofit client determine IFF's scope of consulting services, from advising on real estate strategies to solving specific need for additional or new space. Clients choose from a comprehensive menu of fully integrated services based on a proposal tailored to specific needs, all at below-market fees. Services provided include feasibility assessments, facility assessments, strategic facilities plans, site search and due diligence, and owner's representative services. Since 1997, 610 projects have been worked on in this program and has resulted in a total cost savings for clients of $18.3 million and has funded the renovation or construction of 1.9 million square feet. In addition, this program has created 4,069 child care slots, 6,480 charter school seats, 61,296 new patients/visits at health care clinics, and developed 140 housing units and 70 beds. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $487,760 | $0 | $0 | Public Policy and Communications: IFF's public policy and communications department advances IFF's priorities in the areas of community development finance, the nonprofit sector, charter schools, early care and education, health care and housing. It also supports the growth of IFF in the Midwest. |
| $340,650 | $0 | $93,067 | Research Program |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $828,410 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $93,067 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $18,309,779 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 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 | 52 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 81 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| 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 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lloyd Shields | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126290060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One North LaSalle Street Suite 700 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60602 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Jeffrey Kolb | |||||||
| Past Secretary & Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Carl Jenkins | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| David Crawford | |||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Joe Antolin | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Kristine Garrett | |||||||
| Secretary & Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Luke Collins | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Meredith O'Connor | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Amir Kirkwood | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mohini Chopra | |||||||
| Board Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Rodney Tyson | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Sandra Moore | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Diane Williams | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ramon Cepeda | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Steve Kent | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| John Sassaris | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Trinita Logue | |||||||
| President | 40.00 | Yes (X) | $177,355 | $0 | $48,127 | ||
| Joe Neri | |||||||
| CEO | 40.00 | Yes (X) | $207,250 | $0 | $27,367 | ||
| Lloyd Shields | |||||||
| Assistant Secretary & CFO | 40.00 | Yes (X) | $162,225 | $0 | $8,934 | ||
| Terry Pieniazek | |||||||
| VP of Real Estate Services | 40.00 | $148,752 | $0 | $13,316 | Yes (X) | ||
| Louise Tuck | |||||||
| VP of Capital Solutions | 40.00 | $133,003 | $0 | $8,036 | Yes (X) | ||
| Robin Schabes | |||||||
| VP of Community Strategies | 40.00 | $137,451 | $0 | $7,534 | Yes (X) | ||
| Marc Brailov | |||||||
| VP of Public Policy & Communications | 40.00 | $130,656 | $0 | $9,741 | Yes (X) | ||
| Kirby Burkholder | |||||||
| Executive Director of Missouri | 40.00 | $122,744 | $0 | $11,496 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,219,436 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $134,551 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| McKinney Rogers International | |||||
| 444 Madison Ave 8th FL | New York | NY | 10022 | Strategic Plan Consultants | $122,648 |
| Sidley Austin LLP | |||||
| 1 S Dearborn St | Chicago | IL | 60603 | Legal Services | $104,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $11,356,705 | GovernmentGrantsAmt |
| All Other Contributions | $5,826,228 | AllOtherContributionsAmt |
| Total Contributions | $17,182,933 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Interest on Loans | 522291 | $9,688,146 | $9,688,146 |
| Consulting Contract Fees | 523930 | $1,346,268 | $1,346,268 |
| Syndication Fees | 523920 | $360,000 | $360,000 |
| Management Fees | 523920 | $151,844 | $151,844 |
| Loan Origination Fees | 522291 | $104,723 | $104,723 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,444 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $68,444 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,719,425 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,717 | TotalRevenueColumnAmt |
| Exclusion | $69,717 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $120,511 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $91,492 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $29,019 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,019 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,019 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,001,094 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,748,444 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $69,717 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,857,260 | TotalAmt |
| Program Services | $5,857,260 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $615,508 | TotalAmt |
| Program Services | $299,975 | ProgramServicesAmt |
| Management And General | $188,762 | ManagementAndGeneralAmt |
| Fundraising | $126,771 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,100,472 | TotalAmt |
| Program Services | $3,754,932 | ProgramServicesAmt |
| Management And General | $293,776 | ManagementAndGeneralAmt |
| Fundraising | $51,764 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,520 | TotalAmt |
| Program Services | $130,854 | ProgramServicesAmt |
| Management And General | $35,288 | ManagementAndGeneralAmt |
| Fundraising | $1,378 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,475 | TotalAmt |
| Program Services | $203,755 | ProgramServicesAmt |
| Management And General | $38,462 | ManagementAndGeneralAmt |
| Fundraising | $2,258 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,592 | TotalAmt |
| Program Services | $306,590 | ProgramServicesAmt |
| Management And General | $46,463 | ManagementAndGeneralAmt |
| Fundraising | $3,539 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,800 | TotalAmt |
| Program Services | $12,800 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,282 | TotalAmt |
| Program Services | $166,374 | ProgramServicesAmt |
| Management And General | $723 | ManagementAndGeneralAmt |
| Fundraising | $185 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,770 | TotalAmt |
| Program Services | $68,749 | ProgramServicesAmt |
| Management And General | $7,164 | ManagementAndGeneralAmt |
| Fundraising | $1,857 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $640,267 | TotalAmt |
| Program Services | $591,546 | ProgramServicesAmt |
| Management And General | $22,683 | ManagementAndGeneralAmt |
| Fundraising | $26,038 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,263 | TotalAmt |
| Program Services | $40,158 | ProgramServicesAmt |
| Fundraising | $105 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,825 | TotalAmt |
| Program Services | $323,777 | ProgramServicesAmt |
| Management And General | $22,856 | ManagementAndGeneralAmt |
| Fundraising | $6,192 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,620 | TotalAmt |
| Program Services | $44,798 | ProgramServicesAmt |
| Management And General | $3,834 | ManagementAndGeneralAmt |
| Fundraising | $988 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $712,649 | TotalAmt |
| Program Services | $658,152 | ProgramServicesAmt |
| Management And General | $43,309 | ManagementAndGeneralAmt |
| Fundraising | $11,188 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,623 | TotalAmt |
| Program Services | $176,945 | ProgramServicesAmt |
| Management And General | $11,755 | ManagementAndGeneralAmt |
| Fundraising | $1,923 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,861 | TotalAmt |
| Program Services | $89,287 | ProgramServicesAmt |
| Management And General | $5,402 | ManagementAndGeneralAmt |
| Fundraising | $4,172 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,157,819 | TotalAmt |
| Program Services | $5,157,819 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,822 | TotalAmt |
| Program Services | $267,277 | ProgramServicesAmt |
| Management And General | $18,703 | ManagementAndGeneralAmt |
| Fundraising | $4,842 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,415 | TotalAmt |
| Program Services | $69,590 | ProgramServicesAmt |
| Management And General | $3,040 | ManagementAndGeneralAmt |
| Fundraising | $785 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Dues,Books & Subscripti | $76,908 | $74,569 | $1,797 | $542 |
| Uncollectable Contracts | $11,949 | $11,949 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,961 | TotalAmt |
| Program Services | $2,623 | ProgramServicesAmt |
| Management And General | $268 | ManagementAndGeneralAmt |
| Fundraising | $70 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,298,661 | TotalAmt |
| Program Services | $18,309,779 | ProgramServicesAmt |
| Management And General | $744,285 | ManagementAndGeneralAmt |
| Fundraising | $244,597 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301 | BOYAmt |
| EOY | $1,420 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,001,247 | BOYAmt |
| EOY | $32,994,253 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $963,009 | BOYAmt |
| EOY | $8,535,810 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $520,259 | BOYAmt |
| EOY | $562,911 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,829,355 | BOYAmt |
| EOY | $183,229,453 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,491 | BOYAmt |
| EOY | $133,368 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,886,228 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,574,864 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,626,799 | BOYAmt |
| EOY | $10,311,364 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,397,871 | BOYAmt |
| EOY | $18,263,496 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,798,244 | BOYAmt |
| EOY | $4,850,076 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,069,327 | BOYAmt |
| EOY | $1,175,776 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,334,903 | BOYAmt |
| EOY | $260,057,927 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,016,208 | BOYAmt |
| EOY | $2,117,512 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,027,873 | BOYAmt |
| EOY | $4,983,756 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,262,806 | BOYAmt |
| EOY | $2,500,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,453,755 | BOYAmt |
| EOY | $171,785,339 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,760,642 | BOYAmt |
| EOY | $181,386,607 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,048,857 | BOYAmt |
| EOY | $22,175,407 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,525,404 | BOYAmt |
| EOY | $56,495,913 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,574,261 | BOYAmt |
| EOY | $78,671,320 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,334,903 | BOYAmt |
| EOY | $260,057,927 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,702,433 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$125,336 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,480,038 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $8,685,320 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,734,933 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,929,890 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,962,036 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,182,933 | CurrentTaxYearAmt |
| Total | $77,495,112 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,685,320 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,734,933 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,929,890 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,962,036 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,182,933 | CurrentTaxYearAmt |
| Total | $77,495,112 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,720,935 | SubstantialContributorsTotAmt |
| Public Support Total170 | $67,774,177 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $106,961 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,070 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $160,172 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $178,259 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $190,228 | CurrentTaxYearAmt |
| Total | $698,690 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$28,757 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$333 | CurrentTaxYearMinus3YearsAmt |
| Total | -$29,090 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $78,164,712 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $38,826,187 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86710 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $51,891 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $51,891 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,246,770 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,298,661 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $705,407 | CurrentYearMinus3Amt |
| Current Year Minus2 | $794,704 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,500,111 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,250,167 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $41,717 | CurrentYearMinus3Amt |
| Current Year Minus2 | $76,065 | CurrentYearMinus2Amt |
| Current Year Minus1 | $42,539 | CurrentYearMinus1Amt |
| Current Year | $51,891 | CurrentYearAmt |
| Total | $212,212 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $176,352 | CurrentYearMinus3Amt |
| Current Year Minus2 | $198,676 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $875,028 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,312,542 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,429,111 | BeginningYearBalanceAmt |
| Contributions | $635,602 | ContributionsAmt |
| Other Expenditures | $1,480,038 | OtherExpendituresAmt |
| End Year Balance | $9,584,675 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,224,876 | BeginningYearBalanceAmt |
| Contributions | $6,818,184 | ContributionsAmt |
| Other Expenditures | $6,613,949 | OtherExpendituresAmt |
| End Year Balance | $10,429,111 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,341,523 | BeginningYearBalanceAmt |
| Contributions | $4,906,000 | ContributionsAmt |
| Other Expenditures | $2,022,647 | OtherExpendituresAmt |
| End Year Balance | $10,224,876 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,645,860 | BeginningYearBalanceAmt |
| Contributions | $75,000 | ContributionsAmt |
| Other Expenditures | $1,379,337 | OtherExpendituresAmt |
| End Year Balance | $7,341,523 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,410,992 | BeginningYearBalanceAmt |
| Contributions | $1,020,450 | ContributionsAmt |
| Other Expenditures | $1,785,582 | OtherExpendituresAmt |
| End Year Balance | $8,645,860 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,882,727 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,172 | DepreciationAmt |
| Book Value | $9,849,555 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $436,555 | OtherCostOrOtherBasisAmt |
| Depreciation | $298,951 | DepreciationAmt |
| Book Value | $137,604 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,566,946 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,242,741 | DepreciationAmt |
| Book Value | $324,205 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,311,364 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Capital to be used for loan disbursements and to cover loan losses. |
| Part X, Line 2: | In accordance with the accounting standard on Accounting for Uncertainty in Income Taxes, IFF addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, IFF may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of IFF and various positions related to the potential sources of unrelated business taxable income. There were no unrecognized tax benefits identified or recorded as liabilities during 2013. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| Northwest Housing Partnership | ||||||||||
| 1701 E Woodfield Rd Suite 203 | Schaumburg | IL | 60173 | 363715417 | 501(c)(3) | $908,107 | Cost for 13 properties being acquired/rehabbed for group/supportive homes | |||
| Breaking Ground Inc | ||||||||||
| 3501 W Fillmore | Chicago | IL | 60624 | 363860188 | 501(c)(3) | $1,066,592 | Cost for 13 properties being acquired/rehabbed for group/supportive homes | |||
| Illinois Housing Development Authority | ||||||||||
| 4701 N Michigan Ave Suite 700 | Chicago | IL | 60611 | 362708817 | State of Illinois | $500,000 | To cover administrative, legal, and commitment fees for the Illinois Accessible Housing Inititative Program run by IHDA | |||
| Krieder Services Inc | ||||||||||
| 500 Anchor Road | Dixon | IL | 61021 | 997618150 | 501(c)(3) | $0 | Housing for group/supportive homes | $291,850 | Book | 1 property transferred |
| Cornerstone Community Development | ||||||||||
| 943 Lincoln Highway | Ford Heights | IL | 60411 | 362658308 | 501(c)(3) | Housing for group/supportive homes | $1,519,366 | Book | 1 property transferred | |
| Chicago Metropolitan Agency for Planning | ||||||||||
| 233 S Wacker Drive Suite 800 | Chicago | IL | 60606 | 134331367 | State of Illinois | $603,634 | Return of cash reserves for loan losses on energy loans | |||
| Saver's Fresh Market Roseland | ||||||||||
| 1050 E 95th Street | Chicago | IL | 60619 | 460834733 | L3C | $25,000 | Support to establish a establish a Community Engagement Plan to help provide healthy foods to the community | |||
| Chicago South Suburbs Habitat for Humanity | ||||||||||
| 139 W Joe Orr Road | Chicago Heights | IL | 60411 | 363582576 | 501(c)(3) | $216,832 | Cost for 6 properties being acquired/rehabbed for group/supportive homes | |||
| KAT's Properties LLC | ||||||||||
| 17300 S Greenwood | South Holland | IL | 60473 | 272307342 | $84,513 | Cost for 1 property being acquired/rehabbed for group/supportive homes | ||||
| Mecca Companies Inc | ||||||||||
| 117900 Dixie Highway Suite 2 | Homewood | IL | 60430 | 260658513 | $575,956 | Cost for 6 properties being acquired/rehabbed for group/supportive homes | ||||
| Oak Park Regional Housing Center | ||||||||||
| 1041 South Boulevard | Oak Park | IL | 60302 | 237181388 | 501(c)(3) | $65,410 | Housing consulting for project development | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The grantee must follow up with the organization with a report that details the use of grant funds awarded to them. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Trinita Logue | ||||||||||||||
| President | $177,355 | $0 | $0 | $0 | $0 | $0 | $33,034 | $0 | $15,093 | $0 | $225,482 | $0 | $0 | $0 |
| Joe Neri | ||||||||||||||
| CEO | $191,500 | $0 | $15,750 | $0 | $0 | $0 | $26,113 | $0 | $1,254 | $0 | $234,617 | $0 | $15,750 | $0 |
| Lloyd Shields | ||||||||||||||
| Assistant Secretary & CFO | $162,225 | $0 | $0 | $0 | $0 | $0 | $8,145 | $0 | $789 | $0 | $171,159 | $0 | $0 | $0 |
| Terry Pieniazek | ||||||||||||||
| VP of Real Estate Services | $148,752 | $0 | $0 | $0 | $0 | $0 | $7,758 | $0 | $5,558 | $0 | $162,068 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | IFF pays dues to a business club on behalf of Joe Neri. The amount is not included on his W-2 because membership to the business club is for business use only. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 4 | The Chief Executive Officer shall be authorized to sign all contracts and other instruments related to IFF's affairs. Furthermore, the Chief Executive Officer may designate in writing such IFF officers or agents to sign contracts and other instruments as appropriate and necessary to conduct IFF's affairs, except where the execution of an instrument is expressly delegated by the Board of Directors or these bylaws to other officers or agents, or is required by law to be otherwise executed. |
| Form 990, Part VI, Section B, line 11 | IFF's tax advisors prepare the Form 990 using information provided by financial management. The completed Form 990 is reviewed by the CFO and audit committee before being provided to the full board and then filed with the IRS. |
| Form 990, Part VI, Section B, line 12c | IFF regularly and consistently monitors its conflict of interest policy by requiring prompt and full disclosure of existing or potential conflicts of interest and in addition, sends out an annual conflict of interest questionnaire to members of the Boards. In the event that a potential conflict arises, the results may be discussed with any and all individuals necessary to come to a final determination. In the instance that a conflict exists, any involved parties do not participate in the voting. The conflict is recorded in the board minutes. |
| Form 990, Part VI, Section B, line 15 | Each year the Chair of the Board appoints the compensation committee which maintains continuity of membership and also includes at least one new member. The committee conducts a review of the CEO and reviews and approves compensation for the upcoming year. This process and Board discussion is documented in the minutes. Available comparison data is used in the review process, such as an industry compensation survey done by IFF's National Trade Association, OFN, as well as the CFO Alliance. Compensation of the President and other key employees is approved by the CEO after review of performance, market conditions, and available salary guides and surveys. Materials used include The CFO Alliance, OFN Survey, Robert Half & Associates, Pay Scale.com, and JPMorgan Real Estate Department salary information. The salaries of the President and other key employees, besides the CEO is shared with the compensation committee and/or full board to give them an opportunity to review and opine on the total compensation for officers and key employees of IFF and to be documented in the minutes, and to show that IFF has a rebuttable presumption of reasonableness in its compensation process. Key employees besides the President and CEO were defined as the CFO, CAO, and Vice Presidents of Lending, Real Estate, and Community Strategies. |
| Form 990, Part VI, Section C, line 19 | Governing documents (e.g., by-laws), Conflict of Interest Policy and Form 990 are available to anyone upon request. IFF's annual budget, financial forecast, strategic plan and audited financial statements and the annual reports, are available to the public on IFF's website. The website also contains lists of contributors, borrowers, and clients, success stories and publications. |
| Form 990, Part XI, line 9: | Net Assets Released from Restriction -1,480,038. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|
| Home First Illinois LLC | ||||||||
| One North Lasalle Street No 700 | Chicago | IL | 60602 | Real estate developing and nonprofit ownership of property for individuals | IL | $333,436 | $6,053,323 | IFF |
| IFF CILA Lease Program LLC | ||||||||
| One North Lasalle Street No 700 | Chicago | IL | 60602 | Real estate ownership for leasing to nonprofits | IL | $46,595 | $1,342,125 | IFF |
| Home First LLC | ||||||||
| One North Lasalle Street No 700 | Chicago | IL | 60602 | Low income housing | IL | $0 | $2,500 | IFF |
| IFF Real Estate Services LLC | ||||||||
| One North Lasalle Street No 700 | Chicago | IL | 60602 | Real estate consulting & developing for nonprofits | IL | -$170,037 | $880,718 | IFF |
| IFF Housing LLC | ||||||||
| One North Lasalle Street No 700 | Chicago | IL | 60602 | Real estate consulting & developing for nonprofits | IL | $108,843 | $5,904,494 | IFF |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IFF Capital LLC | |||||||||||||
| One N LaSalle St Ste 700 | Chicago | IL | 60602 | 030477974 | Lending | IL | N/A | Related | -$2 | 0 | Yes (1) | 0.00010 | |
| IFF Capital II LLC | |||||||||||||
| One N LaSalle St Ste 700 | Chicago | IL | 60602 | 205277860 | Lending | IL | N/A | Related | $262 | Yes (1) | Yes (1) | 0.00100 | $8,901 |
| Chase NMTC II LLC | |||||||||||||
| One N LaSalle St Ste 700 | Chicago | IL | 60602 | 205647038 | Lending | DE | N/A | Related | -$87 | 0 | Yes (1) | 0.00100 | $255,837 |
| IFF Capital III LLC | |||||||||||||
| One N LaSalle St Ste 700 | Chicago | IL | 60602 | 900802979 | Lending | IL | N/A | Related | $9 | 0 | Yes (1) | 0.00010 | $400 |
| IFF Capital IV LLC | |||||||||||||
| One N LaSalle St Ste 700 | Chicago | IL | 60602 | 800792148 | Lending | IL | N/A | Related | $3 | 0 | Yes (1) | 0.00010 | $500 |
| IFF Capital V LLC | |||||||||||||
| One N LaSalle St Ste 700 | Chicago | IL | 60602 | 900803072 | Lending | IL | N/A | Related | $35 | 0 | Yes (1) | 0.00010 | $1,575 |
| Chase NMTC Erie Elementary Investment Fund LLC | |||||||||||||
| One N LaSalle St Ste 700 | Chicago | IL | 60602 | 364738879 | Lending | DE | N/A | Related | -$5 | 0 | Yes (1) | 0.00010 | $1,361 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IFF NMTC Senior Lender LLC | ||||||||||||
| 911 Washington Ave Suite 203 | St Louis | MO | 63101 | 274447027 | Lending | MO | IFF | C | $402,531 | $6,785,622 | 1.00000 | Yes (1) |
| Access Housing I MM LLC | ||||||||||||
| One N LaSalle Suite 700 | Chicago | IL | 60602 | 611706824 | Low Income Housing | IL | IFF | C | $908,725 | 1.00000 | Yes (1) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| IFF NMTC Senior Lender LLC | ||
| A | $383,966 | Cash Value |
| IFF Capital III LLC | ||
| B | $400 | Cash Value |
| IFF Capital V LLC | ||
| B | $500 | Cash Value |
| Access Housing I MM LLC | ||
| B | $1,500 | Cash Value |
| Chase NMTC II LLC | ||
| D | $56,000 | Cash Value |
| IFF Capital LLC | ||
| H | $1,277,312 | Cash Value |
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