INNOVATIVE CHANGES: Form 990EZ, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- INNOVATIVE CHANGES (EIN 80-0516996)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-14
- IRS object ID
- 201100469349200300
- Schema version
- 2009v1.7
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-14T21:19:13-08:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carter Adams Tax & Financial Services LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7424 N Westanna Ave | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 972034138 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800516996 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Innovative Changes | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INNO | NameControl |
| Phone | 5039435607 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4610 N Trenton | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97203 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Angela Harbin | Name |
| Title | Secretary | Title |
| Date Signed | 2011-02-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sarah Carter Adams | Name |
| Phone | 5033486430 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | X | InitialReturn |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Web Site | www.innovativechanges.org | WebSite |
| Organization501c | X | Organization501c |
| Gross Receipts | 223900 | GrossReceipts |
| Contributions Gifts Grants Etc | 216313 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 7533 | ProgramServiceRevenue |
| Investment Income | 54 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Special Events Gross Revenue | 0 | SpecialEventsGrossRevenue |
| Special Events Direct Expenses | 0 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 0 | SpecialEventsNetIncomeLoss |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Total Revenue | 223900 | TotalRevenue |
| Salaries Other Comp Empl Benefits | 55270 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 6504 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 3752 | OccupancyRentUtilitiesAndMaint |
| Other Expenses Total | 18689 | OtherExpensesTotal |
| Total Expenses | 84215 | TotalExpenses |
| Excess Or Deficit For Year | 139685 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances EOY | 139685 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 157705 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 61320 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 219025 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 79340 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 139685 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | The mission of Innovative Changes is to help low-income individuals and families, those who lack adequate access to capital and/or financial services, manage short-term financial needs in order to achieve and maintain household stability. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (3 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations |
|---|---|
| Credit Building - provide credit building opportunities to increase access to well-priced wealth-creating assets such as home mortgages and small business and higher education loans. | 19890 |
| Financial Education - provide practical, comprehensive financial coaching that helps households take control of their finances and develop positive spending and savings habits. | 19644 |
| Loan Funding - provide reasonable small-dollar loans, which are necessary to help clients overcome real barriers to transitioning out of poverty and building credit. | 29780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 69314 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc |
|---|---|---|---|---|---|---|---|
| Roseanne Marmor | |||||||
| 4610 N Trenton | Portland | OR | 97203 | Member | 0 | 0 | |
| Betty Jo Austin | |||||||
| 4610 N Trenton | Portland | OR | 97203 | Member | 0 | 0 | |
| Matthew Powell | |||||||
| 4610 N Trenton | Portland | OR | 97203 | Member | 0 | 0 | |
| Angela Harbin | |||||||
| 4610 N Trenton | Portland | OR | 97203 | Secretary | 0 | 0 | |
| Sarah Stevenson | |||||||
| 4610 N Trenton | Portland | OR | 97203 | Member | 0 | 0 | |
| Duke Harjo | |||||||
| 4610 N Trenton | Portland | OR | 97203 | President | 0 | 0 | |
| Sarah Chenven | |||||||
| 4610 N Trenton | Portland | OR | 97203 | Executive Direc | 0 | 21377 | 1131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Sarah Chenven | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4610 N Trenton | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5039435607 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
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 | 216313 | CurrentTaxYear |
| Total | 216313 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 216313 | CurrentTaxYear |
| Total | 216313 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 216313 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 54 | CurrentTaxYear |
| Total | 54 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 216367 | TotalSupport |
| First5 Years170 | X | First5Years170 |
| Public Support Pertcentage170 | 0.00000 | PublicSupportPertcentage170 |
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 |
Comments