SHARED INTEREST INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SHARED INTEREST INC (EIN 13-3836581)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-14
- IRS object ID
- 201222289349301057
- Schema version
- 2011v1.2
- 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 G
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-14T19:59:01-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133836581 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARED INTEREST INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHAR | NameControl |
| Phone | 2123378547 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 West 27th Street | AddressLine1 |
| Address Line2 | Suite 805 | AddressLine2 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 100016207 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Donna Katzin | Name |
| Title | Executive Director | Title |
| Phone | 6464420182 | Phone |
| Date Signed | 2012-08-14 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Donna Katzin | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 West 27th Street Suite 805 | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1839375 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.sharedinterest.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | To promote the equitable development of post-Apartheid South Africa and neighboring countries by guaranteeing bank loans to low-income borrowers so that they may support their families, build or expand their dwellings or start businesses which in turn generate employment for others in their communities. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 8 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1222319 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1405844 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 268521 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 246943 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 47967 | InvestmentIncomePriorYear |
| Investment Income Current Year | 33236 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1538807 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1686023 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 240571 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 176667 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 334252 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 378057 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 45000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 45000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 188232 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 684807 | OtherExpensePriorYear |
| Other Expenses Current Year | 646387 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1304630 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1246111 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 234177 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 439912 | RevenuesLessExpensesCY |
| Total Assets BOY | 14442929 | TotalAssetsBOY |
| Total Assets EOY | 14134000 | TotalAssetsEOY |
| Total Liabilities BOY | 12761529 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12232116 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1681400 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1901884 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Organization seeks to promote social reconstruction in South Africa and neighboring countries by facilitating access to credit for low-income borrowers through the provision of loan guarantees to mainstream banks and other financial institutions. As these lenders have historically been reluctant to extend credit to a sector of the population they consider un-bankable, the majority of Southern African citizens, absent the guarantees, would continue to be economically marginalized. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 987090 | Expense |
| Grants | 176667 | Grants |
| Revenue | 242488 | Revenue |
| Description | During the 2011 tax year, the organization had outstanding as many as 7 agreements guaranteeing commercial loans to emerging small businesses and microfinance intermediary organizations in South Africa, plus one additional facility in neighboring Swaziland. The aggregate exposure involved in the guarantees totaled approximately $3,017,800 in the year, a year in which financial institutions in the region, but particularly in South Africa, retreated from lending into a sector which they perceive as high risk and returning margins too thin to significantly improve their bottom lines. Nonetheless, the credit facilities arranged by Shared Interest in the US, because they were limited to no more than 75% of the exposure, did unlock total lending of sums in excess of the stated amount by virtue of the risk-sharing agreed in the contracts between local institutions and the Organization working through its local partner, the Thembani International Guarantee Fund. Additionally, the guarantee program, implemented by means of the proven trans-border mechanism of standby bank letters of credit, continued to give confidence to institutions in South Africa other than traditional banks, such as union pension funds and groups of private local investors, to put capital at risk in the sphere of small business finance and lending to economically-disenfranchised individuals. Collateralizing this activity, and the letters of credit, are the US-based investments of the Organization, derived from loans and donations by American individuals and institutions whose willingness to risk capital for a charitable purpose has worked significantly to mitigate the economic marginalization of a class people once dismissed as utterly unbankable. Cumulatively, since the inception of Shared Interest, more than 2,000,000 low-income persons have benefited from the Organization's guarantees. | Description |
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 987090 | 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 | 0 | 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 | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 121 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 6 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | 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 | 1 | 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 | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Donna Katzin | NamePerson |
| Telephone Number | 2123378547 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 West 27th Street | AddressLine1 |
| Address Line2 | Suite 805 | AddressLine2 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 100016207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Linnie McLean | ||||||
| Chairwoman & Director | 3 | X | X | 0 | 0 | 0 |
| Michael Bennett | ||||||
| Vice Chair & Director | 1.00 | X | X | 0 | 0 | 0 |
| Lawrence Litvak | ||||||
| Treasurer & Director | 3 | X | X | 0 | 0 | 0 |
| Jean Cary Bond | ||||||
| Secretary & Director | 1.50 | X | X | 0 | 0 | 0 |
| Adrienne Bailey | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Edward J Bergman | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Lauretta Bruno | ||||||
| Director | 1.5 | X | 0 | 0 | 0 | |
| Ann Burroughs | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Iva E Carruthers | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Price M Cobbs | ||||||
| Director | 0.5 | X | 0 | 0 | 0 | |
| Jennifer Davis | ||||||
| Director | 2 | X | 0 | 0 | 0 | |
| Darchelle Garner | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Mark Halvorson | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Marc Herson | ||||||
| Director | 0.5 | X | 0 | 0 | 0 | |
| Harold T Lewis | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Ricardo Millett | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Mangedwa Nyathi | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Jehiel Oliver | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Matthew Patsky | ||||||
| Director | 1.5 | X | 0 | 0 | 0 | |
| Joshua Posner | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Ron Shiffman | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Sheila Sisulu | ||||||
| Director | 0.5 | X | 0 | 0 | 0 | |
| Timothy Smith | ||||||
| Director | 3 | X | 0 | 0 | 0 | |
| David Wildman | ||||||
| Director | 0.5 | X | 0 | 0 | 0 | |
| Evans Maphenduka | ||||||
| Officer & Director | 51 | X | X | 0 | 120000 | 0 |
| Donna Katzin | ||||||
| Executive Director & Officer | 55 | X | 80000 | 0 | 24597 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 80000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 120000 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 24597 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 338034 | FundraisingEvents |
| Related Organizations | 34864 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 1032946 | AllOtherContributions |
| Noncash Contributions | 61093 | NoncashContributions |
| Total Contributions | 1405844 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Interest | 523000 | 242488 | 242488 | 0 | $0 |
| Publication Sales | 511130 | 4455 | 4455 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 246943 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36740 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $36,740 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 93974 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 97478 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -3504 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3504 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$3,504 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 55874 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 338034 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 55874 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1686023 | TotalRevenueColumn |
| Related Or Exempt Function Income | 246943 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $33,236 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176667 | Total |
| Program Services | 176667 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104597 | Total |
| Program Services | 77853 | ProgramServices |
| Management And General | 11236 | ManagementAndGeneral |
| Fundraising | 15508 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193609 | Total |
| Program Services | 144106 | ProgramServices |
| Management And General | 20798 | ManagementAndGeneral |
| Fundraising | 28705 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5906 | Total |
| Program Services | 4396 | ProgramServices |
| Management And General | 634 | ManagementAndGeneral |
| Fundraising | 876 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51002 | Total |
| Program Services | 37962 | ProgramServices |
| Management And General | 5479 | ManagementAndGeneral |
| Fundraising | 7561 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22943 | Total |
| Program Services | 17077 | ProgramServices |
| Management And General | 2465 | ManagementAndGeneral |
| Fundraising | 3401 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 363 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 363 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12000 | Total |
| Program Services | 6000 | ProgramServices |
| Management And General | 6000 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45000 | Total |
| Fundraising | 45000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12372 | Total |
| Program Services | 12372 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43278 | Total |
| Program Services | 24362 | ProgramServices |
| Management And General | 8076 | ManagementAndGeneral |
| Fundraising | 10840 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42889 | Total |
| Program Services | 15051 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 27838 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24362 | Total |
| Program Services | 14146 | ProgramServices |
| Management And General | 6474 | ManagementAndGeneral |
| Fundraising | 3742 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7146 | Total |
| Program Services | 5319 | ProgramServices |
| Management And General | 768 | ManagementAndGeneral |
| Fundraising | 1059 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57137 | Total |
| Program Services | 42528 | ProgramServices |
| Management And General | 6138 | ManagementAndGeneral |
| Fundraising | 8471 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8756 | Total |
| Program Services | 4512 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 4244 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9296 | Total |
| Program Services | 9296 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242488 | Total |
| Program Services | 242488 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6077 | Total |
| Program Services | 4523 | ProgramServices |
| Management And General | 653 | ManagementAndGeneral |
| Fundraising | 901 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1061 | Total |
| Program Services | 790 | ProgramServices |
| Management And General | 114 | ManagementAndGeneral |
| Fundraising | 157 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Defaulted Loan Expense | 92615 | 92615 | 0 | 0 |
| Postage & Delivery | 22785 | 10704 | 1545 | 10536 |
| Printing & Publications | 42190 | 26057 | 0 | 16133 |
| Bank Facility Fees | 9910 | 9910 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11662 | Total |
| Program Services | 8356 | ProgramServices |
| Management And General | 46 | ManagementAndGeneral |
| Fundraising | 3260 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1246111 | Total |
| Program Services | 987090 | ProgramServices |
| Management And General | 70789 | ManagementAndGeneral |
| Fundraising | 188232 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 207552 | BOY |
| EOY | 625988 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213897 | BOY |
| EOY | 618340 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93209 | BOY |
| EOY | 32303 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 55134 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 42121 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18665 | BOY |
| EOY | 13013 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 965289 | BOY |
| EOY | 855856 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12664276 | BOY |
| EOY | 11761002 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 280041 | BOY |
| EOY | 227498 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14442929 | BOY |
| EOY | 14134000 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87632 | BOY |
| EOY | 158388 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12609759 | BOY |
| EOY | 12015627 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64138 | BOY |
| EOY | 58101 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12761529 | BOY |
| EOY | 12232116 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1392353 | BOY |
| EOY | 1452592 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 289047 | BOY |
| EOY | 449292 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1681400 | BOY |
| EOY | 1901884 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14442929 | BOY |
| EOY | 14134000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 439912 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -219428 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
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 | 1108017 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1079521 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 884957 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1222318 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1405844 | CurrentTaxYear |
| Total | 5700657 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1108017 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1079521 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 884957 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1222318 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1405844 | CurrentTaxYear |
| Total | 5700657 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 500953 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5199704 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 160443 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 95918 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 40364 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 43315 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36740 | CurrentTaxYear |
| Total | 376780 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6077437 | TotalSupport |
| Gross Receipts From Admissions Etc | 1286268 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.85558 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.83391 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 7000 | OtherCostOrOtherBasis |
| Depreciation | 4783 | Depreciation |
| Book Value | 2217 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 48134 | OtherCostOrOtherBasis |
| Depreciation | 37338 | Depreciation |
| Book Value | 10796 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 13013 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Collateral held in investments | Description |
| Book Value | 11761002 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 11761002 | TotalOfBookValueProgramRelated |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Accrued interest payable to noteholders | Description |
| Amount | $58,101 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 58101 | TotalOfAmounts |
| Total Revenue | 1686023 | TotalRevenue |
| Total Expenses | 1246111 | TotalExpenses |
| Excess Or Deficit For Year | 439912 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -219428 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $0 | OtherAmount |
| Total Adjustments | -219428 | TotalAdjustments |
| Excess Or Deficit Per FS | 220484 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1159339 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -219428 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 25066 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | -194362 | RevenueNotRptdF990 |
| Revenue Subtotal | 1353701 | RevenueSubtotal |
| Investment Expenses Not Included | 242488 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 89834 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 332322 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1686023 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 938855 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 25066 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 25066 | ExpensesNotRptdF990 |
| Expenses Subtotal | 913789 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 242488 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 89834 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 332322 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1246111 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | All event expense, not just the direct benefit to donors, is netted on the financial statements against the associated revenue. |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | All event expense, not just the direct benefit to donors, is netted on the audited financial statements against the associated revenue. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| Sub-Saharan Africa | 0 | 0 | Grantmaking | 176667 | |
| Sub-Saharan Africa | 0 | 0 | Program Services | 92615 | Loan loss payment |
| Sub-Saharan Africa | 0 | 0 | Conducting Board Meetings | 1941 | Travel to South Africa |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 271223 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Sub-Saharan Africa | Region |
| Purpose Of Grant | General support | PurposeOfGrant |
| Amount Of Cash Grant | 176667 | AmountOfCashGrant |
| Manner Of Cash Disbursement | Wire Transfer | MannerOfCashDisbursement |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | USD Cash | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 1 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
| 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 |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchF_P01_S00_L02 | Schedule F, Part I, Line 2 | The Organization requires quarterly and annual financial statements and periodic narrative reports of program accomplishments from grantees. Additionally, the Executive Director makes field visits at least once annually but more often twice a year. If an independent audit was conducted of any grantee, a copy is required to be furnished to us. In the case of the Thembani International Guarantee Fund, a related entity organized under South African law as an "association not for gain," the Organization has seats on its Board of Directors and these US members attend the annual meeting in their capacities as Directors. Other contact is regular and sustained and conducted by mail, telephone and email, most notably by members of the Credit Committee of the filing organization's Board of Directors, the members of which regularly carry out due diligence in terms of beneficiaries proposed for loan guarantees and exercise their power to approve or disapprove support for credit applications of emerging businesses and microfinance intermediaries lodged with mainstream lending institutions in the Southern African region. |
| SchF_P01_S00_L03 | Schedule F, Part I, Line 3 | Grant payments were made in USD but a payment due to a South African bank resulting from its call on a Shared Interest guarantee was valued based on the exchange rate for the South African Rand published on December 31, 2011. Consequently, the Organization's share of a loss on a defaulted loan is shown as $92,615 when converted at the rate of $1 = 8.0980 Rand. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The JFM Group | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 629 Fifth Avenue | AddressLine1 |
| Address Line2 | Suite 106 | AddressLine2 |
| City | Pelham | City |
| State | NY | State |
| ZIP Code | 10803 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Organization of fundraising dinner and solicitation of contributions from supporters | Activity |
| Fundraiser Control Of Funds | 1 | FundraiserControlOfFunds |
| Gross Receipts | 393908 | GrossReceipts |
| Amount Retained By Contractor | 45000 | AmountRetainedByContractor |
| Net To Organization | 348908 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 393908 | TotalGrossReceipts |
| Total Retained By Contractors | 45000 | TotalRetainedByContractors |
| Total Net To Organization | 348908 | TotalNetToOrganization |
| Licensed States | NY | LicensedStates |
| Licensed States | PA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Fundraising Dinner | NameOfEvent1 |
| Gross Receipts Event1 | 393908 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 338034 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 55874 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 50874 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 5000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 0 | OtherDirectExpensesEvent1 |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Gross Receipts Total | 393908 | GrossReceiptsTotal |
| Charitable Contributions Total | 338034 | CharitableContributionsTotal |
| Gross Revenue Total Events | 55874 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 50874 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 5000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 0 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 55874 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchG_P01_S00_L02b | Schedule G, Part I, Line 2b | Relative to custody of funds, the fundraising firm had custody of some of the funds, but not control over use thereof. For purposes of tracking pledge fulfillment only, the firm received some of the dinner-related payments in the form of check at the firm's address. All checks, however, were made payable to Shared Interest and forwarded to the Organization by overnight courier at least weekly. At no time, did the fundraiser have authority to make deposits or otherwise cash the funds. |
| SchG_P01_S00_L02bv | Schedule G, Part I, Line 2b(v) | The Organization paid all fees of the fundraiser directly from its own bank bank account. There was never any offset or retention of monies the fundraiser received in fulfillment of pledges. In addition to the professional fee reported here, the Organization reimbursed the fundraiser in the amount of $1,216.74 for certain categories of expenses pre-agreed in the contract. Expenses stipulated were telephone, overnight courier, and in-house printing and transportation costs. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 61093 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV (mean) | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchM_P01_S00_L09 | Identifier |
| Return Reference | Schedule M, Part I, Line 9 | ReturnReference |
| Explanation | During the 2011 fiscal year, the Organization received 2 different donations, aggregating $61,093, in the form of publicly-traded equity securities. The fair market value of each contribution was computed based on the mean price quoted for each stock on the date the securities were received in the organization's investment account. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | Once a tentative Form 990 is prepared the Organization forwards an electronic copy to each of the 9 members of the Executive Committee of the Board of Directors. Accompanying the draft form is a narrative which includes highlights of any changes in the Form from the prior year version (What's New). Convening by conference call, the Executive Committee reviews the draft paying particular attention to governance issues and financial issues to the extent they have bearing on the preservation of the Organization's tax exempt status. Once the Committee is satisfied their input is reflected in the draft Form, a copy of the 990, and all of its schedules, is forwarded to each member of the full Board with instructions that, should they have comments, they need respond as soon as possible so that the final document is filed timely. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | Every year, before its November annual meeting, Shared Interest distributes a conflict of interest form to each member of the Board and requires that each Board member complete and return it prior to the conclusion of the meeting. The form seeks disclosure of any conflict of interest in the context of IRS guidance to the form 990 and its Glossary defining key terms. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | Shared Interest's Board members, with the exception of one who is also CEO of a related organization, serve voluntarily and receive no compensation save for reasonable reimbursement of expenses related to their work as Board members. Every two years, the Board's Personnel Committee reviews existing salary ranges for ALL of Shared Interest's employees and sets those ranges anew based on comparability studies and data from like organizations in the New York City area. After determining the ranges, the Committee makes recommendations for adoption by the full Board and sees to it that salaries of all hires fall within policy parameters. Should a Board member apply for compensation that could possibly be interpreted as presenting a conflict of interest, the Board refers to its written policy document and proceeds to address the issue in the manner prescribed. After disclosure of the financial interest and all material facts, and after any discussion with the interested party, s/he must leave the Board of Directors or Committee meeting while the determination of a conflict of interest is discussed and voted upon. Only disinterested members may vote on a conflict of interest issue. In the event the transaction or arrangement is deemed actually to present a conflict between the interest of one of its members and those of the Organization, the Chairperson of the Board or Committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. After exercising reasonable due diligence in this regard, the Board of Directors or any committee shall determine whether the Organization can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict. If a more advantageous transaction or arrangement is not reasonably possible under circumstances not producing a conflict of interest, the Board or any committee shall determine by majority vote of disinterested directors whether the transaction or arrangement is in the Organization's best interest, for its own benefit, and whether it is fair and reasonable and at arm's length. In conformity with the aforesaid determination, it shall make its decision as to whether to enter into the transaction or arrangement. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | All of Shared Interest's governing documents, the conflict of interest policy and financial documents are available to the public at no charge for photocopying or printing. While we have not yet had anyone ask to inspect our documents in the office, we would be pleased to make these available on our premises at a mutually convenient time. We have had inquiries about our Form 990. For those who find it more convenient, Shared Interest refers them to Guidestar or the website of NYS Attorney General, which also provides links to other websites where the Form 990 is available. Finally, now that we have the completed 990 in PDF format, we are happy to send it to anyone requesting an electronic copy. Shared Interest also makes its annual report, which contains its most recent audited financials, available on its own website (and also mails and emails copies to all supporters for whom it has either street or electronic addresses). |
| F990_P07_S0A_L01a | Form 990, Part VII, Section A, Line 1a | Average Hours Per Week worked by Shared Interest Board members and Officers in the exercise of their duties are generally with respect to Shared Interest, and not to its related organization (which also has its own South African Board). This is true except in the cases of 3 Shared Interest Board and Officer persons who also sit on the Board of Thembani International Guarantee Fund. However, in the case of the CEO of Thembani, who is a full-time officer of that organization and a volunteer director of Shared Interest, the number of hours reported (51) includes just one hour per week representing time expended on average in the governance of Shared Interest. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Shared Interest's audited financials include unrealized appreciation/depreciation on securities as an item of revenue. As Form 990 treats such income as among other changes in net assets, or fund balances, the 2011 net decline in the fair market value of Shared Interest's investments is a reconciling item totaling negative $219,428. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thembani International Guarantee Fund | BusinessNameLine1 |
Address Foreign AddressForeign
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Burnett Street | AddressLine1 |
| Address Line2 | Hatfield Plaza | AddressLine2 |
| City | Pretoria | City |
| Province Or State | Gauteng | ProvinceOrState |
| Country | SF | Country |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Loan Guarantee evaluation | PrimaryActivities |
| Legal Domicile Foreign Country | SF | LegalDomicileForeignCountry |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shared Interest Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| 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 | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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