CALVERT IMPACT CAPITAL INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CALVERT IMPACT CAPITAL INC (EIN 52-1591398)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-02
- IRS object ID
- 201311229349300216
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-05-02T09:41:25-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521446779 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON LAMBERT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 SPRING FOREST ROAD STE 115 | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27609 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521591398 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVERT SOCIAL INVESTMENT FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CALV | NameControl |
| Phone | 8002480337 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHY ROCK | Name |
| Title | CFO | Title |
| Phone | 8002480337 | Phone |
| Date Signed | 2013-04-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN HUSKINS | Name |
| PTIN | P01081531 | PTIN |
| Phone | 9197196400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LISA HALL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 42788175 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CALVERTFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 63 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10268467 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6428345 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8324865 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7982221 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 705198 | InvestmentIncomePriorYear |
| Investment Income Current Year | 212323 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 264950 | OtherRevenuePriorYear |
| Other Revenue Current Year | 150000 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19563480 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14772889 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3462025 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2443966 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3430485 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3644432 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 541321 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9536751 | OtherExpensePriorYear |
| Other Expenses Current Year | 6018669 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16429261 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12107067 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3134219 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2665822 | RevenuesLessExpensesCY |
| Total Assets BOY | 251374053 | TotalAssetsBOY |
| Total Assets EOY | 267943859 | TotalAssetsEOY |
| Total Liabilities BOY | 228731399 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 241827410 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 22642654 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 26116449 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 1 | SignificantChange |
| Expense | 8130499 | Expense |
| Revenue | 7738515 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2563076 | Expense |
| Grants | 2443966 | Grants |
| Revenue | 0 | Revenue |
| Description | CALVERT GIVING FUND IS A UNIQUE PHILANTHROPIC PRODUCT PROVIDING A 100% SOCIALLY RESPONSIBLE DONOR ADVISED FUND THAT GOES TO WORK IMMEDIATELY BUILDING COMMUNITIES, EVEN BEFORE ASSETS ARE GRANTED OUT TO CHARITIES. THE PHILANTHROPIC POWER OF DONATED FUNDS INCREASES OVER TIME AS GIVING FUND ASSETS APPRECIATE TAX-FREE IN COMMUNITY INVESTMENTS AND SOCIALLY RESPONSIBLE MUTUAL FUNDS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 66555 | Expense |
| Revenue | 243706 | Revenue |
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | 0 | Revenue |
| Description | THE NRFC PROGRAM IS A COLLABORATIVE PHILANTHROPIC INITIATIVE ORGANIZED TO EXPAND RESOURCES FOR FAMILIES AND COMMUNITIES IN REGIONS OF PERSISTENT POVERTY, ESPECIALLY AREAS WHERE CONCENTRATIONS OF POVERTY AND COMMUNITIES OF COLOR OVERLAP. NRFC SUPPORTS COMMUNITY-BASED EMPOWERMENT STRATEGIES DESIGNED TO TRANSFORM POOR RURAL COMMUNITIES AND REGIONS INTO HEALTHY AND VIABLE LIVING ENVIRONMENTS AND SEEKS TO BUILD A MOVEMENT OF SUPPORT AND ADVOCACY FOR ALTERNATIVE RURAL ECONOMIES BASED ON COMMUNITY ASSETS OF CULTURE, LAND AND HUMAN CAPITAL AND GROUNDED IN RELATIONSHIPS AND VALUES OF EQUITY AND JUSTICE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 10760130 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2158 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 63 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | EC | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHY ROCK CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8002480337 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| MARGARET CLARK | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| FREDERICK HARVEY | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| MARY HOUGHTON | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| BARBARA J KRUMSIEK | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| SHARI BERENBACH | |||||||||
| DIRECTOR FROM 6/2012 | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| GREG RATLIFF | |||||||||
| DIRECTOR FROM 3/2012 | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| VIKI BETANCOURT | |||||||||
| DIRECTOR THRU 9/2012 | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| SETH GOLDMAN | |||||||||
| DIRECTOR THRU 12/2012 | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| REGGIE STANLEY | |||||||||
| DIRECTOR THRU 6/2012 | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| CAROL ATWOOD | |||||||||
| DIRECTOR & ADVANCEMENT COMMITTEE CHAIR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| IRA LIEBERMAN | |||||||||
| DIRECTOR & AUDIT COMMITTEE CHAIR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| TERRANCE J MOLLNER | |||||||||
| DIRECTOR & GOVERNANCE COMMITTEE CHAIR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| KATHY STEARNS | |||||||||
| DIRECTOR & INVESTMENT COMMITTEE CHAIR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JOHN G GUFFEY JR | |||||||||
| CO-CHAIR | 1.00 | 0.00 | X | 0 | 0 | 0 | X | ||
| D WAYNE SILBY | |||||||||
| CO-CHAIR & FINANCE COMMITTEE CHAIR | 1.00 | 0.00 | X | 0 | 0 | 0 | X | ||
| LISA HALL | |||||||||
| PRESIDENT & CEO | 40.00 | 0.00 | 194552 | 0 | 24367 | X | |||
| KATHY ROCK | |||||||||
| CFO & CRO FROM 3/2012 | 40.00 | 0.00 | 132718 | 0 | 7367 | X | |||
| CHARLES P HOLLANDS | |||||||||
| CFO & SR. VICE PRESIDENT THRU 2/2012 | 40.00 | 0.00 | 43056 | 0 | 1349 | X | |||
| DAVID KYLE | |||||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | 168000 | 0 | 24367 | X | |||
| JESSE CHANCELLOR | |||||||||
| PRESIDENT OF CIP THRU 10/2012 | 0.10 | 39.90 | 216822 | 0 | 24367 | X | |||
| HUMPHREY MENSAH | |||||||||
| DEPUTY CFO & CHIEF TECHNOLOGY OFFICER | 40.00 | 0.00 | 120011 | 0 | 18378 | X | |||
| JOHN DUCEY | |||||||||
| VICE PRESIDENT OF CIP THRU 11/2012 | 0.10 | 39.90 | 117004 | 0 | 6753 | X | |||
| JENIFER PRYCE | |||||||||
| DIRECTOR OF STRATEGIC INITIATIVE | 40.00 | 0.00 | 113987 | 0 | 15356 | X | |||
| CATHERINE GODSCHALK | |||||||||
| VICE PRESIDENT OF ORIGINATIONS | 40.00 | 0.00 | 103899 | 0 | 7367 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1210049 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 129671 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PERCEPTUS TECHNOLOGIES INC | |||||
| 5101 BRADLEY BLVD | CHEVY CHASE | MD | 20815 | COMPUTER SOFTWARE CONSULTING | 187200 |
| HOPE GLOBAL CONSULTING LLC | |||||
| 930 MONTGOMERY STREET SUITE 300 | SAN FRANCISCO | CA | 94133 | CONSULTING | 106547 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 6428345 | AllOtherContributions |
| Noncash Contributions | 1024246 | NoncashContributions |
| Total Contributions | 6428345 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CALVERT COMMUNITY INVE | 900099 | 7738515 | 7738515 |
| COMMUNITY INVESTMENT PARTNERS | 900099 | 243706 | 243706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7982221 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 460922 | TotalRevenueColumn |
| Exclusion | $460,922 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 27766687 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 28015286 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -248599 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -248599 | TotalRevenueColumn |
| Exclusion | -$248,599 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SUBDEBT RELINQUISHED | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 150000 | TotalRevenueColumn |
| Exclusion | $150,000 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 150000 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14772889 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7982221 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $362,323 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2443966 | Total |
| Program Services | 2443966 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 595776 | Total |
| Program Services | 417043 | ProgramServices |
| Management And General | 119155 | ManagementAndGeneral |
| Fundraising | 59578 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2324180 | Total |
| Program Services | 1626926 | ProgramServices |
| Management And General | 464836 | ManagementAndGeneral |
| Fundraising | 232418 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114344 | Total |
| Program Services | 80041 | ProgramServices |
| Management And General | 22869 | ManagementAndGeneral |
| Fundraising | 11434 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 347705 | Total |
| Program Services | 243393 | ProgramServices |
| Management And General | 69541 | ManagementAndGeneral |
| Fundraising | 34771 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 262427 | Total |
| Management And General | 262427 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57090 | Total |
| Program Services | 44530 | ProgramServices |
| Management And General | 11418 | ManagementAndGeneral |
| Fundraising | 1142 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154852 | Total |
| Program Services | 132145 | ProgramServices |
| Management And General | 15366 | ManagementAndGeneral |
| Fundraising | 7341 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59538 | Total |
| Program Services | 29769 | ProgramServices |
| Management And General | 29769 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 726360 | Total |
| Program Services | 619849 | ProgramServices |
| Management And General | 72075 | ManagementAndGeneral |
| Fundraising | 34436 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1100 | Total |
| Program Services | 1100 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193298 | Total |
| Program Services | 148731 | ProgramServices |
| Management And General | 41198 | ManagementAndGeneral |
| Fundraising | 3369 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135336 | Total |
| Program Services | 114049 | ProgramServices |
| Management And General | 21287 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 493873 | Total |
| Program Services | 74081 | ProgramServices |
| Management And General | 419792 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 245180 | Total |
| Program Services | 196144 | ProgramServices |
| Management And General | 24518 | ManagementAndGeneral |
| Fundraising | 24518 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75690 | Total |
| Program Services | 68122 | ProgramServices |
| Management And General | 3784 | ManagementAndGeneral |
| Fundraising | 3784 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4028121 | Total |
| Program Services | 4028121 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 205843 | Total |
| Management And General | 205843 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27160 | Total |
| Management And General | 27160 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | 96163 | 81739 | 14424 |
| COMMISSIONS | 57720 | 57720 | |
| REGISTRATION FEES | 47187 | 47187 | |
| NRFC ADMINISTRATION EXP | 38433 | 38433 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -624275 | Total |
| Program Services | 267041 | ProgramServices |
| Management And General | -1019846 | ManagementAndGeneral |
| Fundraising | 128530 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12107067 | Total |
| Program Services | 10760130 | ProgramServices |
| Management And General | 805616 | ManagementAndGeneral |
| Fundraising | 541321 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8159597 | BOY |
| EOY | 7478003 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65740277 | BOY |
| EOY | 70150850 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90000 | BOY |
| EOY | 25000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1319571 | BOY |
| EOY | 1108185 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 264950 | BOY |
| EOY | 264950 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 371634 | BOY |
| EOY | 312003 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1434751 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 669980 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 563839 | BOY |
| EOY | 764771 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9936264 | BOY |
| EOY | 13022121 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6059353 | BOY |
| EOY | 6500458 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155747229 | BOY |
| EOY | 164252488 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3121339 | BOY |
| EOY | 4065030 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 251374053 | BOY |
| EOY | 267943859 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6279617 | BOY |
| EOY | 2675086 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 67250 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 222451782 | BOY |
| EOY | 239085074 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 228731399 | BOY |
| EOY | 241827410 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21105083 | BOY |
| EOY | 25103878 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1350000 | BOY |
| EOY | 825000 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 187571 | BOY |
| EOY | 187571 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22642654 | BOY |
| EOY | 26116449 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 251374053 | BOY |
| EOY | 267943859 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2665822 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 968206 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -160233 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10084183 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7734907 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13193952 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10268467 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6428345 | CurrentTaxYear |
| Total | 47709854 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10084183 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7734907 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13193952 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10268467 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6428345 | CurrentTaxYear |
| Total | 47709854 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 7742901 | AmountsSubstContributorsTotal |
| Public Support Total170 | 39966953 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1193421 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1103743 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 855835 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 693798 | CurrentTaxYearMinus1Year |
| Current Tax Year | 460922 | CurrentTaxYear |
| Total | 4307719 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 190000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1850 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 264950 | CurrentTaxYearMinus1Year |
| Current Tax Year | 150000 | CurrentTaxYear |
| Total | 606800 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 52624373 | TotalSupport |
| Gross Receipts From Admissions Etc | 40309059 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.75950 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.78070 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FEE INCOME - 2009 AMOUNT: $ 190,000. 2010 AMOUNT: $ 1,850. 2011 AMOUNT: $ 264,950. 2012 AMOUNT: $ 0. SUBDEBT RELINQUISHED - 2012 AMOUNT: $ 150,000. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 280 | NumberDAFsHeld |
| Donor Advised Contributions | 2928195 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 2443956 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 15136840 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1434751 | OtherCostOrOtherBasis |
| Depreciation | 669980 | Depreciation |
| Book Value | 764771 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 764771 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CERTIFICATES OF DEPOSIT | 7040055 | F |
| NOTES RECEIVABLE | 155938003 | F |
| MISSION PLUS PLACEMENTS | 1274430 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 164252488 | TotalOfBookValueProgramRelated |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| 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, 2012. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (11 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| SOUTH AMERICA | 0 | 0 | INVESTMENTS | LOANS | 11942511 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | LOANS | 10700000 |
| RUSSIA & THE NEWLY INDEPENDENT STATES | 0 | 0 | INVESTMENTS | LOANS | 5850000 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | INVESTMENTS | LOANS | 5000000 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | LOANS | 2127362 |
| SOUTH ASIA | 0 | 0 | INVESTMENTS | LOANS | 600000 |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | LOANS | 195767 |
| SUB-SAHARAN AFRICA | INVESTMENTS | LOANS | 114980 | ||
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | DUE DILIGENCE | 172652 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | DUE DILIGENCE & CONSULTING | 17150 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | LEGAL | 2075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 36530620 | SubtotalAmountSpent |
| Cont Amount Spent | 191877 | ContAmountSpent |
| Total Amount Spent | 36722497 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (108 entries)
| Address Line1AddressUS/AddressLine1 | Address Line2AddressUS/AddressLine2 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| COMMUNITY PARTNERS | ||||||||
| 1000 NORTH ALAMEDA STREET SUITE 240 | 240 | LOS ANGELES | CA | 90012 | 954302067 | 501(C)(3) | 127000 | GENERAL SUPPORT |
| MARK MAKING | ||||||||
| 302 NOLL STREET | CHATTANOOGA | TN | 37405 | 262959326 | 501(C)(3) | 75000 | GENERAL SUPPORT | |
| PROUD GROUND | ||||||||
| 5288 N INTERSTATE AVE | PORTLAND | OR | 97217 | 931290320 | 501(C)(3) | 75000 | GENERAL SUPPORT | |
| COMMUNITY FOUNDATION OF THE NATIONAL CAPITAL REGION | ||||||||
| 1201 15TH ST NW SUITE 420 | WASHINGTON | DC | 20005 | 237343119 | 501(C)(3) | 60000 | GENERAL SUPPORT | |
| BROWN UNIVERSITY | ||||||||
| GIFTS CASHIER BOX 1877 | PROVIDENCE | RI | 02912 | 050258809 | 501(C)(3) | 56800 | GENERAL SUPPORT | |
| MISSIONARY SISTERS OF ST COLUMBAN | ||||||||
| 2546 LAKE ROAD | SILVER CREEK | NY | 14136 | 160982624 | 501(C)(3) | 50000 | GENERAL SUPPORT | |
| THE INJURED MARINE SEMPER FI FUND | ||||||||
| 825 COLLEGE BLVD SUIRE 102 | OCEANSIDE | CA | 92057 | 260086305 | 501(C)(3) | 41250 | GENERAL SUPPORT | |
| PROJECT ETHIOPIA - INTERFAITH COMMUNITY CHURCH | ||||||||
| 1763 NW 62ND STREET | SEATTLE | WA | 98107 | 911543025 | 501(C)(3) | 40000 | GENERAL SUPPORT | |
| GREATER GREEN BAY COMMUNITY FOUNDATION | ||||||||
| 310 W WALNUT ST SUITE 350 | GREEN BAY | WI | 54303 | 391699966 | 501(C)(3) | 33923 | GENERAL SUPPORT | |
| CAMPUS CHRUSADE FOR CHRIST | ||||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | 956006173 | 501(C)(3) | 30500 | GENERAL SUPPORT | |
| AIDG INC | ||||||||
| PO BOX 104 | WESTON | MA | 02493 | 680589005 | 501(C)(3) | 30000 | GENERAL SUPPORT | |
| LAKEVIEW FELLOWSHIP | ||||||||
| 9940 MORRIS DIDO ROAD | FORT WORTH | TX | 76179 | 751948561 | 501(C)(3) | 27391 | GENERAL SUPPORT | |
| ADOPTION AND FOSTER CARE MENTORING | ||||||||
| 727 ATLANTIC AVENUE 3RD FLOOR | BOSTON | MA | 02111 | 043575764 | 501(C)(3) | 27000 | GENERAL SUPPORT | |
| CALVARY BIBLE CHURCH | ||||||||
| 1757 HOURET COURT | MILPITAS | CA | 95035 | 470910948 | 501(C)(3) | 26000 | GENERAL SUPPORT | |
| COMPASSIONATE CARE ALS | ||||||||
| 04-3567819 | WEST FALMOUTH | MA | 02574 | 043567819 | 501(C)(3) | 25000 | GENERAL SUPPORT | |
| ST FRANCIS OF ASSISI CHURCH | ||||||||
| 1114 THIRD STREET SE | ROCHESTER | MN | 55904 | 530196617 | 501(C)(3) | 25000 | GENERAL SUPPORT | |
| GIVEWELL | ||||||||
| 320 7TH AVE 232 | BROOKLYN | NY | 11215 | 208625442 | 501(C)(3) | 25000 | GENERAL SUPPORT | |
| MAINE CITIZENS FOR CLEAN ELECTIONS | ||||||||
| PO BOX 18187 | PORTLAND | ME | 04112 | 043386477 | 501(C)(3) | 22000 | GENERAL SUPPORT | |
| TECHNOSERVE | ||||||||
| 1 MECHANIC ST | NORWALK | CT | 06850 | 132626135 | 501(C)(3) | 20250 | GENERAL SUPPORT | |
| AMERICAN CANCER SOCIETY FOUNDATION | ||||||||
| 250 WILLIAMS ST | ATLANTA | GA | 30303 | 133615529 | 501(C)(3) | 20166 | GENERAL SUPPORT | |
| WELLFLEET HARBOR ACTORS THEATER INC | ||||||||
| PO BOX 797 | WELLFLEET | MA | 02667 | 043491049 | 501(C)(3) | 20000 | GENERAL SUPPORT | |
| NATIONAL PARTNERSHIP FOR WOMEN & FAMILIES | ||||||||
| 1875 CONNECTICUT AVE NW SUITE 650 | WASHINGTON | DC | 20009 | 237124915 | 501(C)(3) | 20000 | GENERAL SUPPORT | |
| KNOX GATES NEIGHBORHOOD ASSOCIATION | ||||||||
| 3418 GATES PLACE | BRONX | NY | 10467 | 133020575 | 501(C)(3) | 20000 | GENERAL SUPPORT | |
| FRANKLIN COUNTY COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 324 WELLS ST | GREENFIELD | MA | 01301 | 042678309 | 501(C)(3) | 17500 | GENERAL SUPPORT | |
| FIDELITY CHARITABLE GIFT FUND | ||||||||
| P O BOX 770001 | CINCINNATI | OH | 45277 | 110303001 | 501(C)(3) | 17343 | GENERAL SUPPORT | |
| UPPER VALLEY WALDORF SCHOOL | ||||||||
| 80 BLUFF ROAD PO BOX 709 | QUECHEE | VT | 05059 | 030312346 | 501(C)(3) | 17340 | GENERAL SUPPORT | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | 202370934 | 501(C)(3) | 15250 | GENERAL SUPPORT | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 1311 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | 135644916 | 501(C)(3) | 15250 | GENERAL SUPPORT | |
| BERKELEY PUBLIC LIBRARY FOUNDATION | ||||||||
| 2090 KITTREDGE STREET | BERKELEY | CA | 94704 | 943280180 | 501(C)(3) | 15000 | GENERAL SUPPORT | |
| HOPE FOR THE WARRIORS | ||||||||
| 5101C BACKLICK ROAD SUITE 200 | ANNANDALE | VA | 22003 | 205182295 | 501(C)(3) | 15000 | GENERAL SUPPORT | |
| CHALLENGE ASPEN | ||||||||
| PO BOX 6639 | SNOWMASS VILLAGE | CO | 81615 | 841315910 | 501(C)(3) | 15000 | GENERAL SUPPORT | |
| HOME FOR THE HOLIDAYS | ||||||||
| 1325 PACIFIC HIGHWAY 2807 | SAN DIEGO | CA | 92101 | 364630314 | 501(C)(3) | 15000 | GENERAL SUPPORT | |
| FUND FOR BOSTON NEIGHBORHOODS INC | ||||||||
| BOSTON CITY HALL 8TH FLOOR 1 CITY | HALL PLAZA | BOSTON | MA | 02201 | 046185609 | 501(C)(3) | 15000 | GENERAL SUPPORT |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | 941730465 | 501(C)(3) | 15000 | GENERAL SUPPORT | |
| MASSACHUSETTS AUDUBON SOCIETY INC | ||||||||
| 208 S GREAT ROAD | LINCOLN | MA | 01773 | 042104702 | 501(C)(3) | 14500 | GENERAL SUPPORT | |
| ROMANIAN CHILDREN'S RELIEF | ||||||||
| PO BOX 493 | PEPPERELL | MA | 01463 | 223087622 | 501(C)(3) | 14000 | GENERAL SUPPORT | |
| STUDENT MOBILIZATION | ||||||||
| PO BOX 567 | CONWAY | AR | 72033 | 710629392 | 501(C)(3) | 12800 | GENERAL SUPPORT | |
| INTERNATIONAL RIVERS | ||||||||
| 2150 ALLSTON WAY SUITE 300 | BERKELEY | CA | 94704 | 943158295 | 501(C)(3) | 12500 | GENERAL SUPPORT | |
| GRASSROOTS INTERNATIONAL | ||||||||
| 179 BOYLSTON STREET 4TH FLOOR | BOSTON | MA | 02130 | 042791159 | 501(C)(3) | 12000 | GENERAL SUPPORT | |
| MID MAINE HOMELESS SHELTER | ||||||||
| PO BOX 2612 | WATERVILLE | ME | 04903 | 010425115 | 501(C)(3) | 12000 | GENERAL SUPPORT | |
| FRIENDS OF THE EARTH | ||||||||
| 1717 MASSACHUSETTS AVENUE NW 600 | WASHINGTON | DC | 20036 | 237420660 | 501(C)(3) | 12000 | GENERAL SUPPORT | |
| NEIGHBOR TO NEIGHBOR MASSACHUSETTS | ||||||||
| 262 WASHINGTON ST 3RD FLOOR | BOSTON | MA | 02108 | 043507716 | 501(C)(3) | 12000 | GENERAL SUPPORT | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | 133433452 | 501(C)(3) | 11550 | GENERAL SUPPORT | |
| BERKELEY REPERTORY THEATRE | ||||||||
| 2025 ADDISON ST | BERKELEY | CA | 94704 | 941679756 | 501(C)(3) | 11500 | GENERAL SUPPORT | |
| PARTNERS IN HEALTH | ||||||||
| PO BOX 845578 | BOSTON | MA | 02284 | 043567502 | 501(C)(3) | 11500 | GENERAL SUPPORT | |
| NATURE CONSERVANCY | ||||||||
| 1330 W PEACHTREE STREET SUITE 410 | ATLANTA | GA | 30309 | 530242652 | 501(C)(3) | 11383 | GENERAL SUPPORT | |
| MAINE PEOPLES RESOURCE CENTER | ||||||||
| 565 CONGRESS ST SUITE 200 | PORTLAND | ME | 04101 | 222586108 | 501(C)(3) | 11000 | GENERAL SUPPORT | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | ||||||||
| 125 BROAD ST 18TH FL | NEW YORK | NY | 10004 | 136213516 | 501(C)(3) | 10750 | GENERAL SUPPORT | |
| ENVIRONMENTAL HEALTH STRATEGY CENTER | ||||||||
| 565 CONGRESS STREET SUITE 204 | PORTLAND | ME | 04101 | 383791803 | 501(C)(3) | 10250 | GENERAL SUPPORT | |
| SUSTAINABLE HARVEST INTERNATIONAL | ||||||||
| 779 NORTH BEND ROAD | SURRY | ME | 04684 | 043370577 | 501(C)(3) | 10000 | GENERAL SUPPORT | |
| MADISON METROPOLITAN SCHOOL DISTRICT | ||||||||
| DOYLE BUILDING 545 W DAYTON ST | MADISON | WI | 53703 | 396003202 | 501(C)(3) | 10000 | GENERAL SUPPORT | |
| ST STEPHEN AND THE INCARNATION | ||||||||
| 1525 NEWTON STREET NW | WASHINGTON | DC | 20010 | 530220713 | 501(C)(3) | 10000 | GENERAL SUPPORT | |
| STRATEGIC CONCEPTS IN ORGANIZING AND POLICY EDUCATION | ||||||||
| 4801 EXPOSITION BLVD | LOS ANGELES | CA | 90016 | 354635737 | 501(C)(3) | 10000 | GENERAL SUPPORT | |
| SHAKESPEARE AND COMPANY | ||||||||
| 70 KEMBLE STREET | LENNOX | MA | 01240 | 042666826 | 501(C)(3) | 10000 | GENERAL SUPPORT | |
| NATIONAL AUDUBON SOCIETY | ||||||||
| 225 VARICK STREET 7TH FLOOR | NEW YORK | NY | 10014 | 131624102 | 501(C)(3) | 10000 | GENERAL SUPPORT | |
| DEMOS A NETWORK FOR IDEAS AND ACTION LTD | ||||||||
| 220 FIFTH AVE 2ND FLOOR | NEW YORK | NY | 10001 | 134105066 | 501(C)(3) | 10000 | GENERAL SUPPORT | |
| NATIONAL COALITION FOR DIALOGUE & DELIBERATION | ||||||||
| 114 W SPRINGVILLE ROAD | BOILING SPRINGS | PA | 17007 | 263350675 | 501(C)(3) | 10000 | GENERAL SUPPORT | |
| THE MUSEUM OF ART & HISTORY | ||||||||
| 705 FRONT STREET | SANTA CRUZ | CA | 95060 | 942718861 | 501(C)(3) | 10000 | GENERAL SUPPORT | |
| UMCOR | ||||||||
| PO BOX 9068 | NEW YORK | NY | 10087 | 311813333 | 501(C)(3) | 10000 | 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) | 10000 | GENERAL SUPPORT |
| SAN JUAN PRESERVATION TRUST | ||||||||
| PO BOX 327 | LOPEZ ISLAND | WA | 98261 | 911078355 | 501(C)(3) | 10000 | GENERAL SUPPORT | |
| CAMFED USA | ||||||||
| 465 CALIFORNIA STREET SUITE 626 | SAN FRANCISCO | CA | 94104 | 542033897 | 501(C)(3) | 10000 | GENERAL SUPPORT | |
| TEN CHARITIES | ||||||||
| PO BOX 3403 | ST AUGUSTINE | FL | 32084 | 371497985 | 501(C)(3) | 10000 | GENERAL SUPPORT | |
| EIKON MINISTRIES | ||||||||
| PO BOX 111164 | MEMPHIS | TN | 38111 | 311468481 | 501(C)(3) | 10000 | GENERAL SUPPORT | |
| ROOM TO READ | ||||||||
| 111 SUTTER ST 16TH FLOOR | SAN FRANCISCO | CA | 94104 | 912003533 | 501(C)(3) | 10000 | GENERAL SUPPORT | |
| BISHOP MCCORT HIGH SCHOOL | ||||||||
| 25 OSBORNE STREET | JOHNSTOWN | PA | 15904 | 250969456 | 501(C)(3) | 10000 | GENERAL SUPPORT | |
| CONVERGENCE | ||||||||
| 1333 NEW HAMPSHIRE AVENUE NW 6TH | FLOOR | WASHINGTON | DC | 20036 | 320280279 | 501(C)(3) | 10000 | GENERAL SUPPORT |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| 1701 N BEAUREGARD STREET | ALEXANDRIA | VA | 22311 | 131623888 | 501(C)(3) | 9833 | GENERAL SUPPORT | |
| THE FOX CHASE CANCER RESEARCH CENTER | ||||||||
| 333 COTTMAN AVENUE | PHILADELPHIA | PA | 19111 | 232003072 | 501(C)(3) | 9583 | GENERAL SUPPORT | |
| WILLS EYE HOSPITAL | ||||||||
| 840 WALNUT STREET 15TH FLOOR | PHILADELPHIA | PA | 19107 | 236000204 | 501(C)(3) | 9583 | GENERAL SUPPORT | |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | 362193608 | 501(C)(3) | 9583 | GENERAL SUPPORT | |
| AMERICAN LUNG ASSOCIATION OF NEW JERSEY | ||||||||
| 1031 ROUTE 22 WEST SUITE 203 | BRIDGEWATER | NJ | 08807 | 221487269 | 501(C)(3) | 9583 | GENERAL SUPPORT | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | 135613797 | 501(C)(3) | 9583 | GENERAL SUPPORT | |
| ALZHEIMER'S FOUNDATION OF AMERICA | ||||||||
| 322 EIGHTH AVENUE 6TH FLOOR | NEW YORK | NY | 10001 | 911792864 | 501(C)(3) | 9583 | GENERAL SUPPORT | |
| FIRST UNITED METHODIST CHURCH MANSFIELD TEXAS | ||||||||
| 777 N WALNUT CREEK DRIVE | MANSFIELD | TX | 76063 | 751072918 | 501(C)(3) | 9398 | GENERAL SUPPORT | |
| MAINE CENTER FOR ECONOMIC POLICY | ||||||||
| PO BOX 437 60 WINTHROP ST | AUGUSTA | ME | 04332 | 223317572 | 501(C)(3) | 9000 | GENERAL SUPPORT | |
| ATONEMENT LUTHERAN CHURCH | ||||||||
| 2131 DECKNER AVE | GREEN BAY | WI | 54302 | 411568278 | 501(C)(3) | 8750 | GENERAL SUPPORT | |
| PROVIDENCE CHRISTIAN REFORMED CHURCH | ||||||||
| 7730 EASTERN SE | GRAND RAPIDS | MI | 49508 | 382205276 | 501(C)(3) | 8000 | GENERAL SUPPORT | |
| FELLOWSHIP BIBLE CHURCH | ||||||||
| 16391 CHILLICOTHE ROAD | CHAGRIN FALLS | OH | 44023 | 341204716 | 501(C)(3) | 8000 | GENERAL SUPPORT | |
| NATIVE MOVEMENT | ||||||||
| PO BOX 657 | KYKOTSMOVI | AZ | 86039 | 680535413 | 501(C)(3) | 8000 | GENERAL SUPPORT | |
| NEWTON COMMUNITY SERVICE CENTERS INC | ||||||||
| 492 WALTHAM STREET | NEWTON | MA | 02465 | 042232418 | 501(C)(3) | 8000 | GENERAL SUPPORT | |
| INSTITUTE FOR POLICY STUDIES | ||||||||
| 1112 16TH STREET NW SUITE 600 | WASHINGTON | DC | 20036 | 520788947 | 501(C)(3) | 8000 | GENERAL SUPPORT | |
| CONSERVATION NORTHWEST | ||||||||
| 1208 BAY STREET SUITE 201 | BELLINGHAM | WA | 98225 | 943091547 | 501(C)(3) | 8000 | GENERAL SUPPORT | |
| UNITED WAY OF KING COUNTY | ||||||||
| 720 SECOND AVENUE | SEATTLE | WA | 98104 | 910565555 | 501(C)(3) | 8000 | GENERAL SUPPORT | |
| AURORA THEATRE COMPANY | ||||||||
| 2081 ADDISON STREET | BERKELEY | CA | 94704 | 943168663 | 501(C)(3) | 7500 | GENERAL SUPPORT | |
| NORTHERN STAGE | ||||||||
| P O BOX 4287 | WHITE RIVER JUNCTION | VT | 05001 | 043387268 | 501(C)(3) | 7000 | GENERAL SUPPORT | |
| RESIST INC | ||||||||
| 259 ELM STREET | SOMERVILLE | MA | 02144 | 042433182 | 501(C)(3) | 7000 | GENERAL SUPPORT | |
| REED COLLEGE | ||||||||
| 3203 SE WOODSTOCK BOULEVARD | PORTLAND | OR | 97202 | 930386908 | 501(C)(3) | 7000 | GENERAL SUPPORT | |
| EDMUND NILES HUYCK PRESERVE INC | ||||||||
| PO BOX 189 | RENSSELAERVILLE | NY | 12147 | 141338387 | 501(C)(3) | 7000 | GENERAL SUPPORT | |
| WADE THOMAS PARENTS ASSOCIATION | ||||||||
| 150 ROSS AVENUE | SAN ANSELMO | CA | 94960 | 942535840 | 501(C)(3) | 7000 | GENERAL SUPPORT | |
| MARY QUEEN OF PEACE | ||||||||
| 1121 228TH AVENUE SE | SAMMAMISH | WA | 98075 | 911581183 | 501(C)(3) | 7000 | GENERAL SUPPORT | |
| HEIFER INTERNATIONAL | ||||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | 351019477 | 501(C)(3) | 6500 | GENERAL SUPPORT | |
| FULAA LIFELINE INTERNATIONAL | ||||||||
| 3901 GALLOWS ROAD | ANNANDALE | VA | 22003 | 541996160 | 501(C)(3) | 6500 | GENERAL SUPPORT | |
| THE FIRST CHURCH OF CHRIST SCIENTIST | ||||||||
| 1575 ALBATROSS DR | SUNNYVALE | CA | 94087 | 042254742 | 501(C)(3) | 6500 | GENERAL SUPPORT | |
| COMPASSION AND CHOICES | ||||||||
| PO BOX 101810 | DENVER | CO | 80250 | 841328829 | 501(C)(3) | 6000 | GENERAL SUPPORT | |
| GRAND CANYON TRUST | ||||||||
| 2601 N FORT VALLEY ROAD | FLAGSTAFF | AZ | 86001 | 860512633 | 501(C)(3) | 6000 | GENERAL SUPPORT | |
| VINYARD INDIAN SETTLEMENT | ||||||||
| 1027 STATE HWY 34 | SOUTH HEROD | IL | 62947 | 371387373 | 501(C)(3) | 6000 | GENERAL SUPPORT | |
| GREAT DOG RESCUE NEW ENGLAND | ||||||||
| 9 BARTLET STREET 316 | ANDOVER | MA | 01810 | 161706490 | 501(C)(3) | 6000 | GENERAL SUPPORT | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| PO BOX 97089 | WASHINGTON | DC | 20090 | 530196605 | 501(C)(3) | 6000 | GENERAL SUPPORT | |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | 943079432 | 501(C)(3) | 6000 | GENERAL SUPPORT | |
| LOS ANGELES ALLIANCE FOR A NEW ECONOMY | ||||||||
| 464 LUCAS AVE SUITE 202 | LOS ANGELES | CA | 90017 | 954459427 | 501(C)(3) | 6000 | GENERAL SUPPORT | |
| FRONT STREET BAPTIST CHURCH | ||||||||
| 1403 WEST FRONT STREET | STATESVILLE | NC | 28677 | 540213930 | 501(C)(3) | 5945 | GENERAL SUPPORT | |
| UNITARIAN UNIVERSALIST CHURCH OF BERKELEY | ||||||||
| 1 LAWSON RD | KENSINGTON | CA | 94707 | 941279813 | 501(C)(3) | 5900 | GENERAL SUPPORT | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36101 | 630598743 | 501(C)(3) | 5802 | GENERAL SUPPORT | |
| NEW STORIES FOUNDATION | ||||||||
| PO BOX 207 | LANGLEY | WA | 98260 | 912038316 | 501(C)(3) | 5750 | GENERAL SUPPORT | |
| RISING TIDE SCHOOL | ||||||||
| 512 CENTRAL STREET NE | OLYMPIA | WA | 98506 | 263781751 | 501(C)(3) | 5500 | GENERAL SUPPORT | |
| COMMUNITY SHARES OF WISCONSIN | ||||||||
| 612 WEST MAIN ST SUITE 303 | MADISON | WI | 53703 | 391172378 | 501(C)(3) | 5175 | GENERAL SUPPORT | |
| FOOD BANK CONTRA COSTA AND SOLANO | ||||||||
| PO BOX 6324 | CONCORD | CA | 94524 | 942418054 | 501(C)(3) | 5100 | GENERAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 108 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LISA HALL | ||||||||||||||
| PRESIDENT & CEO | 194552 | 0 | 0 | 0 | 0 | 0 | 17000 | 0 | 7367 | 0 | 218919 | 0 | 0 | 0 |
| DAVID KYLE | ||||||||||||||
| CHIEF OPERATING OFFICER | 168000 | 0 | 0 | 0 | 0 | 0 | 17000 | 0 | 7367 | 0 | 192367 | 0 | 0 | 0 |
| JESSE CHANCELLOR | ||||||||||||||
| PRESIDENT OF CIP THRU 10/2012 | 216822 | 0 | 0 | 0 | 0 | 0 | 17000 | 0 | 7367 | 0 | 241189 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4A | ReturnReference |
| Explanation | JESSE CHANCELLOR RECEIVED A SEVERANCE PAYMENT OF $72,917. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 27 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 959401 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | NOTES RECEIVABLE | 86 | 54508 | FAIR MARKET VALUE |
| X | FURNITURE | 1 | 10337 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CHANGES IN PROGRAM SERVICES | FORM 990, PART III, LINE 3 | THE NRFC PROGRAM FROM PREVIOUS YEARS HAS BEEN SUSPENDED GOING FORWARD. |
| 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 DECEMBER OF 2012. | |
| 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. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 9: | TRANSFER TO IMPACT ASSETS, INC. -160,233. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY INVESTMENT PARTNERS INC | BusinessNameLine1 |
Address US AddressUS
| 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 Activity | PROMOTION OF COMMUNITY INVESTMENT | PrimaryActivity |
| Legal Domicile State | MD | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 1532246 | ShareOfTotalIncome |
| Share Of EOY Assets | 1505981 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY INVESTMENT PARTNERS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | P | TransactionType |
| Amount Involved | 1771417 | AmountInvolved |
| Method Of Amt Determination | FAIR MARKET VALUE | MethodOfAmtDetermination |
Comments