REINVESTMENT FUND INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- REINVESTMENT FUND INC (EIN 23-2331946)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-14
- IRS object ID
- 202032889349302063
- Schema version
- 2019v5.1
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-14T17:23:24-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 S 17TH STREET SUITE 710 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232331946 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE REINVESTMENT FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REIN | BusinessNameControlTxt |
| Phone | 2155745800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 MARKET STREET 19TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL M CRIST | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2155745800 | PhoneNum |
| Signature | 2020-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 2157654600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.81.77.68 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-13 | IPDt |
| IP Tm | 13:25:21 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2C3F20D443C579AC52A3CEECD046258A70BEA2FD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DONALD HINKLE-BROWN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 MARKET STREET 19TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $85,618,635 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.REINVESTMENT.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE REINVESTMENT FUND, INC. CREATES OPPORTUNITY FOR UNDERSERVED PEOPLE AND PLACES THROUGH PARTNERSHIPS. IT MARSHALS THE CAPITAL, ANALYTICS, AND EXPERTISE NECESSARY TO BUILD STRONG, HEALTHY, AND MORE EQUITABLE COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 90 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,206,096 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,627,555 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $30,678,549 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $31,134,741 | CYProgramServiceRevenueAmt |
| PY Investment Income | $958,493 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,615,755 | CYInvestmentIncomeAmt |
| PY Other Revenue | $165,176 | PYOtherRevenueAmt |
| CY Other Revenue | -$2,835 | CYOtherRevenueAmt |
| PY Total Revenue | $53,008,314 | PYTotalRevenueAmt |
| CY Total Revenue | $38,375,216 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,874,782 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,678,973 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,337,994 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,813,914 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $75,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,712,118 | PYOtherExpensesAmt |
| CY Other Expenses | $17,366,218 | CYOtherExpensesAmt |
| PY Total Expenses | $37,924,894 | PYTotalExpensesAmt |
| CY Total Expenses | $31,859,105 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,083,420 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,516,111 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $583,355,846 | TotalAssetsBOYAmt |
| Total Assets EOY | $568,646,996 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $405,933,413 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $384,500,899 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $177,422,433 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $184,146,097 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE REINVESTMENT FUND, INC. CREATES OPPORTUNITY FOR UNDERSERVED PEOPLE AND PLACES THROUGH PARTNERSHIPS. IT MARSHALS THE CAPITAL, ANALYTICS, AND EXPERTISE NECESSARY TO BUILD STRONG, HEALTHY, AND MORE EQUITABLE COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $23,731,246 | ExpenseAmt |
| Grant | $4,643,958 | GrantAmt |
| Revenue | $30,223,892 | RevenueAmt |
| Desc | LENDING AND COMMUNITY INVESTING: ENCOMPASSES THE ORGANIZATION'S FINANCING OF HOMES, SCHOOLS, HEALTHY FOOD RETAIL, HEALTHCARE AND OTHER PROJECTS THAT BENEFIT LOW-WEALTH PEOPLE AND PLACES AND IS THE CORE LENDING FUNCTION OF THE ORGANIZATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,769,247 | ExpenseAmt |
| Revenue | $892,969 | RevenueAmt |
| Desc | POLICY SOLUTIONS: CONDUCTS POLICY, DATA ANALYSIS AND SOCIAL IMPACT ANALYSES THAT ADVANCE REINVESTMENT FUND, INC.'S MISSION AND EFFECT SYSTEM CHANGE, ON BEHALF OF REINVESTMENT FUND, INC. AS WELL AS PUBLIC AND PHILANTHROPIC CLIENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | -$35,271 | ExpenseAmt |
| Grant | $35,015 | GrantAmt |
| Revenue | $311,814 | RevenueAmt |
| Desc | SUSTAINABLE DEVELOPMENT FUND ("SDF"): REPRESENTS AN ENERGY-RELATED FUND THAT USES LOANS, INVESTMENTS AND GRANTS TO AUGMENT THE ORGANIZATION'S EXISTING ENERGY CONSERVATION AND COMMUNITY INVESTING EFFORTS. SDF WAS CREATED BY THE PARTIES TO THE PECO ENERGY COMPANY ("PECO ENERGY") RESTRUCTURING AND APPROVED BY THE PENNSYLVANIA PUBLIC UTILITY COMMISSION ("PUC") IN MAY 1998. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $25,465,222 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 575 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 90 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL M CRIST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2155745800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 MARKET STREET 19TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOHN S SUMMERS | |||||||||
| BOARD MEMBER | 1.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MARK ZANDI | |||||||||
| CHAIRMAN OF BOARD | 2.50 | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RAYMOND SKINNER | |||||||||
| LOAN COMMITTEE CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SANDEEP WADHWA | |||||||||
| BOARD MEMBER | 1.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| SAUL A BEHAR | |||||||||
| AUDIT COMMITTEE CHAIR | 1.50 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SCOTT M JENKINS | |||||||||
| TREASURER, FINANCE COMMITTEE CHAIR | 1.50 | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TRINITA LOGUE | |||||||||
| GOVERNANCE COMMITTEE CHAIR | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| PHYLLIS CATER | |||||||||
| BOARD MEMBER | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GABRIELLA DIFILIPPO | |||||||||
| BOARD MEMBER (THRU 9/1/19) | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE O'REGAN | |||||||||
| BOARD MEMBER | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DUDLEY BENOIT | |||||||||
| BOARD MEMBER | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARLAND BUCKNER | |||||||||
| BOARD MEMBER | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| VICKI LUNDY WILBON | |||||||||
| BOARD MEMBER | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL DAVIS | |||||||||
| BOARD MEMBER | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD HINKLE-BROWN | |||||||||
| PRESIDENT & CEO | 38.25 | 1.75 | $554,154 | $0 | $36,376 | Yes (X) | |||
| M AMANDA HIGH | |||||||||
| CHIEF OF STRATEGIC INITIATIVES | 40.00 | 0.00 | $305,805 | $0 | $25,422 | Yes (X) | |||
| MICHAEL M CRIST | |||||||||
| EVP & CFO | 38.25 | 1.75 | $343,758 | $0 | $40,773 | Yes (X) | |||
| NANCY WAGNER-HISLIP | |||||||||
| CHIEF INVESTMENT OFFICER | 39.75 | 0.25 | $292,837 | $0 | $41,181 | Yes (X) | |||
| SHANNON FRESE | |||||||||
| SECRETARY | 39.00 | 1.00 | $98,190 | $0 | $11,310 | Yes (X) | |||
| IRA GOLDSTEIN | |||||||||
| PRESIDENT OF POLICY SOLUTIONS | 40.00 | 0.00 | $244,895 | $0 | $33,966 | Yes (X) | |||
| CHEILA FERNANDEZ | |||||||||
| CHIEF COMPLIANCE & RISK OFFICER | 40.00 | 0.00 | $193,771 | $0 | $27,341 | Yes (X) | |||
| ANDREW RACHLIN | |||||||||
| MANAGING DIRECTOR, LENDING & INVESTI | 30.00 | 10.00 | $212,577 | $0 | $36,831 | Yes (X) | |||
| SUZANNE ALOI | |||||||||
| MANAGING DIRECTOR (THRU 7/15/19) | 7.00 | 21.00 | $185,341 | $0 | $7,291 | Yes (X) | |||
| BARRY POROZNI | |||||||||
| CIO | 40.00 | 0.00 | $185,861 | $0 | $19,487 | Yes (X) | |||
| TRACY PETROFSKY | |||||||||
| CONTROLLER | 40.00 | 0.00 | $192,609 | $0 | $31,145 | Yes (X) | |||
| DANA JOHNSON | |||||||||
| MANAGING DIRECTOR, MARYLAND & WASHIN | 40.00 | 0.00 | $171,737 | $0 | $10,386 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,981,535 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $321,509 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 30 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HA STORAGE | |||||
| 600 MARKET STREET SUITE 210 | CHANHASSEN | MN | 55317 | IT INFRASTRUCTURE | $318,526 |
| RSM US LLP | |||||
| 333 WEST 3RD STREET SUITE 200 | DAVENPORT | IA | 52801 | ACCOUNTING SERVICES | $286,875 |
| MACDONALD & MACDONALD PC | |||||
| 10045 RED RUN BLVD STE350 | OWINGS MILLS | MD | 21117 | LEGAL SERVICES | $253,915 |
| MILES AND STOCKBRIDGE PC | |||||
| 100 LIGHT STREET | BALTIMORE | MD | 21202 | LEGAL SERVICES | $236,630 |
| NVG LLC | |||||
| 1640 RHODE ISLAND AVENUE SUITE 700 | WASHINGTON | DC | 20036 | LOBBYING, STRATEGIC ADVICE, OUTREACH | $190,618 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,185,208 | GovernmentGrantsAmt |
| All Other Contributions | $3,442,347 | AllOtherContributionsAmt |
| Total Contributions | $4,627,555 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INTEREST | 525990 | $27,383,745 | $27,383,745 |
| FEE INCOME | 900099 | $1,353,628 | $1,353,628 |
| ASSET MANAGEMENT FEES | 561000 | $1,228,773 | $1,228,773 |
| NMTC PLACEMENT FEES | 900099 | $830,000 | $830,000 |
| LOAN & LEASE FEES | 525990 | $338,595 | $338,595 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $31,134,741 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,318,986 | TotalRevenueColumnAmt |
| Exclusion | $2,318,986 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,540,188 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,243,419 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $296,769 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $296,769 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $296,769 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER INCOME | 525990 | $8,149 | $8,149 |
| GAINS FROM INVESTMENTS | 525990 | $589 | $589 |
| LOSSES FROM PARTNERSHIPS | 525990 | -$11,573 | -$11,573 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$2,835 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,375,216 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,428,675 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,318,986 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,678,973 | TotalAmt |
| Program Services | $4,678,973 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,346,918 | TotalAmt |
| Program Services | $1,642,843 | ProgramServicesAmt |
| Management And General | $704,075 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,255,974 | TotalAmt |
| Program Services | $2,648,624 | ProgramServicesAmt |
| Management And General | $2,532,350 | ManagementAndGeneralAmt |
| Fundraising | $75,000 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,768 | TotalAmt |
| Program Services | $255,308 | ProgramServicesAmt |
| Management And General | $238,460 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,094,644 | TotalAmt |
| Program Services | $839,347 | ProgramServicesAmt |
| Management And General | $255,297 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,610 | TotalAmt |
| Program Services | $394,510 | ProgramServicesAmt |
| Management And General | $228,100 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,961 | TotalAmt |
| Program Services | $6,215 | ProgramServicesAmt |
| Management And General | $38,746 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,049 | TotalAmt |
| Program Services | $12,205 | ProgramServicesAmt |
| Management And General | $297,844 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,398 | TotalAmt |
| Program Services | $271,398 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,292,703 | TotalAmt |
| Program Services | $672,923 | ProgramServicesAmt |
| Management And General | $619,780 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,326 | TotalAmt |
| Program Services | $28,315 | ProgramServicesAmt |
| Management And General | $48,011 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,713 | TotalAmt |
| Program Services | $129,629 | ProgramServicesAmt |
| Management And General | $107,084 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $507,261 | TotalAmt |
| Program Services | $278,737 | ProgramServicesAmt |
| Management And General | $228,524 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $668,808 | TotalAmt |
| Program Services | $379,690 | ProgramServicesAmt |
| Management And General | $289,118 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,895 | TotalAmt |
| Program Services | $204,551 | ProgramServicesAmt |
| Management And General | $89,344 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,097 | TotalAmt |
| Program Services | $115,848 | ProgramServicesAmt |
| Management And General | $274,249 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,622,564 | TotalAmt |
| Program Services | $12,622,564 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,604 | TotalAmt |
| Program Services | $62,923 | ProgramServicesAmt |
| Management And General | $56,681 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,822 | TotalAmt |
| Program Services | $100,553 | ProgramServicesAmt |
| Management And General | $80,269 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LOANS RELATED EXPENSE | $166,868 | $166,868 | |
| STAFF DEVELOPMENT/RECRU | $138,143 | $29,768 | $108,375 |
| BANK FEES | $101,005 | $38,832 | $62,173 |
| UNDERWRITING/DUE DILIGE | $67,438 | $67,438 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$122,437 | TotalAmt |
| Program Services | -$182,840 | ProgramServicesAmt |
| Management And General | $60,403 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,859,105 | TotalAmt |
| Program Services | $25,465,222 | ProgramServicesAmt |
| Management And General | $6,318,883 | ManagementAndGeneralAmt |
| Fundraising | $75,000 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,198,420 | BOYAmt |
| EOY | $88,972,618 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,054,817 | BOYAmt |
| EOY | $542,951 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,163,306 | BOYAmt |
| EOY | $4,693,070 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,255 | BOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,907,211 | BOYAmt |
| EOY | $422,796,344 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $384,934 | BOYAmt |
| EOY | $351,736 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,892,461 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,223,124 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $660,481 | BOYAmt |
| EOY | $669,337 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,331,662 | BOYAmt |
| EOY | $45,477,987 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,647,760 | BOYAmt |
| EOY | $5,142,953 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $583,355,846 | BOYAmt |
| EOY | $568,646,996 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,908,065 | BOYAmt |
| EOY | $4,371,873 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,761,164 | BOYAmt |
| EOY | $8,457,433 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,978,357 | BOYAmt |
| EOY | $2,686,830 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,312,165 | BOYAmt |
| EOY | $81,612,371 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,027,294 | BOYAmt |
| EOY | $274,455,066 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,946,368 | BOYAmt |
| EOY | $12,917,326 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $405,933,413 | BOYAmt |
| EOY | $384,500,899 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,689,507 | BOYAmt |
| EOY | $83,875,424 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,732,926 | BOYAmt |
| EOY | $100,270,673 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,422,433 | BOYAmt |
| EOY | $184,146,097 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $583,355,846 | BOYAmt |
| EOY | $568,646,996 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,516,111 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $234,345 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$26,792 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,826,691 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,184,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,326,076 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,206,096 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,627,555 | CurrentTaxYearAmt |
| Total | $69,170,845 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,826,691 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,184,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,326,076 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,206,096 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,627,555 | CurrentTaxYearAmt |
| Total | $69,170,845 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $30,987,887 | SubstantialContributorsTotAmt |
| Public Support Total170 | $38,182,958 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $414,029 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $544,469 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $529,232 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,140,240 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,318,986 | CurrentTaxYearAmt |
| Total | $4,946,956 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $74,117,801 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $135,126,547 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.51520 | PublicSupportCY170Pct |
| Public Support PY170 | 0.52530 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $271,398 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $271,398 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $31,587,707 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $31,859,105 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $236,092 | CurrentYearMinus3Amt |
| Current Year Minus2 | $258,582 | CurrentYearMinus2Amt |
| Current Year Minus1 | $257,572 | CurrentYearMinus1Amt |
| Current Year | $271,398 | CurrentYearAmt |
| Total | $1,023,644 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-A, LINE 1, LOBBYING ACTIVITIES: | FormAndLineReferenceDesc |
| Explanation | REINVESTMENT FUND'S ADVOCACY EXPENSES INCLUDE ACTIVITIES TO LIFT UP OUR WORK AND THAT OF CDFIS BROADLY TO DELIVER CAPITAL, CREDIT, AND FINANCIAL SERVICES TO PEOPLE AND COMMUNITIES WHO HAVE BEEN UNDERSERVED BY THE NATION'S FINANCIAL SYSTEM. OUR EFFORTS ARE TO EDUCATE POLICYMAKERS ABOUT THE IMPORTANCE OF CDFIS' ROLE IN A VARIETY OF POLICY SPACES THAT AIM TO IMPROVE CRITICAL COMMUNITY INFRASTRUCTURE INCLUDING ACCESS TO HEALTHY FOOD, HEALTHCARE AND AFFORDABLE HOUSING. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Beginning Balance | $4,978,357 | BeginningBalanceAmt |
| Additions During Year | $2,771,069 | AdditionsDuringYearAmt |
| Distributions During Year | $5,062,596 | DistributionsDuringYearAmt |
| Ending Balance | $2,686,830 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,103,693 | OtherCostOrOtherBasisAmt |
| Depreciation | $598,312 | DepreciationAmt |
| Book Value | $505,381 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $783,700 | OtherCostOrOtherBasisAmt |
| Depreciation | $727,971 | DepreciationAmt |
| Book Value | $55,729 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,005,068 | OtherCostOrOtherBasisAmt |
| Depreciation | $896,841 | DepreciationAmt |
| Book Value | $108,227 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $669,337 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| RESERVE FUNDS PAYABLE | $1,170,010 |
| OPERATING LEASE LIABILITY | $3,699,956 |
| A/P-RELATED PARTY | $63,993 |
| THIRD PARTY PARTICIPATION | $7,956,575 |
| DERIVATIVE LIABILITIES | $26,792 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,917,326 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | ESCROW ACCOUNTS FOR LENDING ACTIVITY |
| PART X, LINE 2: | INCOME TAXES: REINVESTMENT FUND IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE IRC. REINVESTMENT FUND QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. REINVESTMENT FUND AND ITS AFFILIATES DID NOT HAVE ANY SIGNIFICANT UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED DECEMBER 31, 2019 AND 2018. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. CONSEQUENTLY, NO ACCRUAL FOR INTEREST AND PENALTIES WAS DEEMED NECESSARY FOR THE YEARS ENDED DECEMBER 31, 2019 AND 2018. THE ORGANIZATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL AND STATE JURISDICTIONS. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2016. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 1 | PROGRAM SERVICES | IT CONSULTING | $27,620 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 1 | PROGRAM SERVICES | ADVERTISING & PUBLIC RELATIONS | $15,352 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $42,972 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $42,972 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| FORM 990, SCHEDULE F, LINE 3, COL (F) | EXPENDITURES OF $27,620 WERE ORIGINATED IN CANADA FOR IT CONSULTING. EXPENDITURES OF $15,352 WERE ORIGINATED IN THE UNITED KINGDOM FOR ADVERTISING AND PUBLIC RELATIONS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (44 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A CHILD'S DREAM WORLD ACADEMY LLC | ||||||||
| 348 E ALBANUS STREET | PHILADELPHIA | PA | 19120 | 454346061 | $20,336 | PROVIDE PLANNING AND CAPITAL SUPPORT FOR THE EXPANSION OF HIGH-QUALITY CHILD CARE PROVIDERS SERVING LOW-INCOME CHILDREN IN PHILADELPHIA | ||
| AMEN FAMILY CDH | ||||||||
| 5357 GAY ST NE | WASHINGTON | DC | 20019 | 811142647 | $5,350 | FUNDING TO HELP EARLY LEARNING PROVIDERS IMPROVE THEIR QUALITY RATING UNDER THE DC'S CAPITAL QUALITY RATING SYSTEM | ||
| ANGEL'S ARENA | ||||||||
| 1425 BANGOR ST NE | WASHINGTON | DC | 20020 | 320315232 | $6,638 | FUNDING TO HELP EARLY LEARNING PROVIDERS IMPROVE THEIR QUALITY RATING UNDER THE DC'S CAPITAL QUALITY RATING SYSTEM | ||
| ANN KIDS INC | ||||||||
| 10100 JAMISON AVENUE | PHILADELPHIA | PA | 19116 | 208934521 | $316,425 | PROVIDE PLANNING AND CAPITAL SUPPORT FOR THE EXPANSION OF HIGH-QUALITY CHILD CARE PROVIDERS SERVING LOW-INCOME CHILDREN IN PHILADELPHIA | ||
| BERT'S FAMILY CHILD CARE | ||||||||
| 620 SOUTHERN AVE SE | WASHINGTON | DC | 20032 | 680649019 | $5,500 | FUNDING TO HELP EARLY LEARNING PROVIDERS IMPROVE THEIR QUALITY RATING UNDER THE DC'S CAPITAL QUALITY RATING SYSTEM | ||
| BLACK BEAR FARMS | ||||||||
| 35751 W PARKS HWY | WILLOW | AK | 99688 | 842127854 | $200,000 | FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS | ||
| BREAD AND ROSES COMMUNITY FUND | ||||||||
| 1315 WALNUT STREET SUITE 1300 | PHILADELPHIA | PA | 19107 | 232047297 | $15,000 | COMMUNITY CHAMPION AWARD | 501(C)(3) | |
| CITY OF RIVERSIDE | ||||||||
| 3900 MAIN STREET | RIVERSIDE | CA | 92522 | 956000769 | $75,000 | TO SUPPORT ADVANCE PRACTICES THAT POSITION AND ALIGN COMMUNITY INVESTMENT SYSTEMS TO INCREASE CAPITAL FLOWS TO INVESTMENTS WITH HIGH EQUITY IMPACT INVESTMENTS AND TO TAKE STEPS TO DEVELOP A PIPELINE OF CATALYTIC, FINANCEABLE BUILT ENVIRONMENT PROJECTS FOCUSED ON INCREASING EQUITY | 501(C)(3) | |
| COMMUNITY CONCERN #13 | ||||||||
| 2721 W CECIL B MOORE AVENUE | PHILADELPHIA | PA | 19121 | 231867692 | $242,239 | PROVIDE PLANNING AND CAPITAL SUPPORT FOR THE EXPANSION OF HIGH-QUALITY CHILD CARE PROVIDERS SERVING LOW-INCOME CHILDREN IN PHILADELPHIA | 501(C)(3) | |
| COMMUNITY FOOD BANK OF NEW JERSEY INC | ||||||||
| 31 EVANS TERMINAL ROAD | HILLSIDE | NJ | 07205 | 222423882 | $95,000 | PROVIDES GRANT FUNDING TO PROGRAMS AIMING TO INCREASE THE NUMBER OF LOW-INCOME CHILDREN RECEIVING MEALS IN CHILDCARE AND COMMUNITY-BASED SETTINGS | 501(C)(3) | |
| CORA SERVICES INC | ||||||||
| 8540 VERREE ROAD | PHILADELPHIA | PA | 19111 | 232323488 | $78,840 | PROVIDE PLANNING AND CAPITAL SUPPORT FOR THE EXPANSION OF HIGH-QUALITY CHILD CARE PROVIDERS SERVING LOW-INCOME CHILDREN IN PHILADELPHIA | 501(C)(3) | |
| CREATIVE LEARNING ENVIRONMENT INC | ||||||||
| 42 PENNS CT | ASTON | PA | 19104 | 272117822 | $153,103 | PROVIDE PLANNING AND CAPITAL SUPPORT FOR THE EXPANSION OF HIGH-QUALITY CHILD CARE PROVIDERS SERVING LOW-INCOME CHILDREN IN PHILADELPHIA | ||
| DEVELOPMENT FUND OF THE WESTERN RESERVE INC | ||||||||
| 47 NORTH MAIN STREET SUITE 407 | AKRON | OH | 44308 | 452495397 | $75,000 | TO SUPPORT ADVANCE PRACTICES THAT POSITION AND ALIGN COMMUNITY INVESTMENT SYSTEMS TO INCREASE CAPITAL FLOWS TO INVESTMENTS WITH HIGH EQUITY IMPACT INVESTMENTS AND TO TAKE STEPS TO DEVELOP A PIPELINE OF CATALYTIC, FINANCEABLE BUILT ENVIRONMENT PROJECTS FOCUSED ON INCREASING EQUITY | 501(C)(3) | |
| ENVIRONMENTAL HEALTH WATCH | ||||||||
| 5802 DETROIT AVE SUITE 1U | CLEVELAND | OH | 44102 | 341443935 | $19,138 | FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS | 501(C)(3) | |
| FAMILY SUPPORT SERVICES | ||||||||
| 7200 CHESTNUT ST SUITE 103 | UPPER DARBY | PA | 19082 | 231994645 | $155,191 | PROVIDE PLANNING AND CAPITAL SUPPORT FOR THE EXPANSION OF HIGH-QUALITY CHILD CARE PROVIDERS SERVING LOW-INCOME CHILDREN IN PHILADELPHIA | 501(C)(3) | |
| FOOD BANK OF SOUTH JERSEY | ||||||||
| 1501 JOHN TIPTON BLVD | PENNSAUKEN | NJ | 08110 | 222623089 | $79,478 | PROVIDES GRANT FUNDING TO PROGRAMS AIMING TO INCREASE THE NUMBER OF LOW-INCOME CHILDREN RECEIVING MEALS IN CHILDCARE AND COMMUNITY-BASED SETTINGS | 501(C)(3) | |
| FORTY ACRES FRESH MARKET | ||||||||
| 1510 WEST GRAND AVENUE APT 2W | CHICAGO | IL | 60642 | 833588129 | $21,330 | FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS | ||
| FUSION PARTNERSHIP INC | ||||||||
| 1601 GUILFORD AVENUE 2 SOUTH | BALTIMORE | MD | 21202 | 522148413 | $41,250 | TO GRANT FINANCING TO BUILD, ADVANCE, OR MAINTAIN BUSINESS THAT PROVIDE HEALTHY FOOD AND THAT WILL EXTEND ACCESS TO HEALTHY FOOD CHOICES FOR MARYLAND RESIDENTS. | 501(C)(3) | |
| GF BUCHE CO - BUCHE FOODS PINE RIDGE | ||||||||
| 102 S MAIN STREET | WAGNER | SD | 57380 | 460114875 | $100,000 | FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS | ||
| HEALTH EDUCATION COUNCIL | ||||||||
| 3950 INDUSTRIAL BOULEVARD 600 | WEST SACRAMENTO | CA | 95691 | 680249296 | $75,000 | PROVIDE FUNDS TO IMPROVE THE CITY'S CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHLY | 501(C)(3) | |
| INGHAM COUNTY | ||||||||
| PO BOX 319 | MASON | MI | 488540319 | 386005629 | $75,000 | TO SUPPORT ADVANCE PRACTICES THAT POSITION AND ALIGN COMMUNITY INVESTMENT SYSTEMS TO INCREASE CAPITAL FLOWS TO INVESTMENTS WITH HIGH EQUITY IMPACT INVESTMENTS AND TO TAKE STEPS TO DEVELOP A PIPELINE OF CATALYTIC, FINANCEABLE BUILT ENVIRONMENT PROJECTS FOCUSED ON INCREASING EQUITY | ||
| KENCREST SERVICES | ||||||||
| 502 WEST GERMANTOWN PIKE SUITE 200 | PLYMOUTH MEETING | PA | 19462 | 251439926 | $313,100 | PROVIDE PLANNING AND CAPITAL SUPPORT FOR THE EXPANSION OF HIGH-QUALITY CHILD CARE PROVIDERS SERVING LOW-INCOME CHILDREN IN PHILADELPHIA | 501(C)(3) | |
| KIDDIE KEEP WELL CAMP | ||||||||
| 35 ROOSEVELT DRIVE | EDISON | NJ | 08837 | 221529520 | $44,541 | PROVIDES GRANT FUNDING TO PROGRAMS AIMING TO INCREASE THE NUMBER OF LOW-INCOME CHILDREN RECEIVING MEALS IN CHILDCARE AND COMMUNITY-BASED SETTINGS | 501(C)(3) | |
| KOREAN COMMUNITY DEVELOPMENT SERVICES CENTER | ||||||||
| 6055 N 5TH STREET | PHILADELPHIA | PA | 19120 | 232303766 | $9,211 | PROVIDE PLANNING AND CAPITAL SUPPORT FOR THE EXPANSION OF HIGH-QUALITY CHILD CARE PROVIDERS SERVING LOW-INCOME CHILDREN IN PHILADELPHIA | 501(C)(3) | |
| MERCY NEIGHBORHOOD MINISTRIES | ||||||||
| 1939 W VENANGO STREET | PHILADELPHIA | PA | 19140 | 571144097 | $48,662 | PROVIDE PLANNING AND CAPITAL SUPPORT FOR THE EXPANSION OF HIGH-QUALITY CHILD CARE PROVIDERS SERVING LOW-INCOME CHILDREN IN PHILADELPHIA | 501(C)(3) | |
| METHODIST FAMILY SERVICES OF PHILADELPHIA | ||||||||
| 4300 MONUMENT ROAD | PHILADELPHIA | PA | 19131 | 562311719 | $75,003 | PROVIDE PLANNING AND CAPITAL SUPPORT FOR THE EXPANSION OF HIGH-QUALITY CHILD CARE PROVIDERS SERVING LOW-INCOME CHILDREN IN PHILADELPHIA | 501(C)(3) | |
| MISSOULA CITY - COUNTY HEALTH DEPARTMENT | ||||||||
| 301 WEST ADLER | MISSOULA | MT | 59802 | 816001397 | $75,000 | TO SUPPORT ADVANCE PRACTICES THAT POSITION AND ALIGN COMMUNITY INVESTMENT SYSTEMS TO INCREASE CAPITAL FLOWS TO INVESTMENTS WITH HIGH EQUITY IMPACT INVESTMENTS AND TO TAKE STEPS TO DEVELOP A PIPELINE OF CATALYTIC, FINANCEABLE BUILT ENVIRONMENT PROJECTS FOCUSED ON INCREASING EQUITY | ||
| NAPA VALLEY COMMUNITY FOUNDATION | ||||||||
| 3299 CLAREMONT WAY SUITE 2 | NAPA | CA | 94558 | 680349777 | $75,000 | PROVIDE FUNDS TO IMPROVE THE CITY'S CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHLY | 501(C)(3) | |
| NEW DYNASTY LIMITED CHINATOWN LEARNING CENTER | ||||||||
| 1034 SPRING STREET | PHILADELPHIA | PA | 19107 | 232465382 | $310,504 | PROVIDE PLANNING AND CAPITAL SUPPORT FOR THE EXPANSION OF HIGH-QUALITY CHILD CARE PROVIDERS SERVING LOW-INCOME CHILDREN IN PHILADELPHIA | ||
| PRATT STREET LEARNING CENTER | ||||||||
| 899 PRATT STREET | PHILADELPHIA | PA | 19124 | 412279520 | $26,379 | PROVIDE PLANNING AND CAPITAL SUPPORT FOR THE EXPANSION OF HIGH-QUALITY CHILD CARE PROVIDERS SERVING LOW-INCOME CHILDREN IN PHILADELPHIA | ||
| PRECIOUS ANGELS INC | ||||||||
| 6100 N BROAD STREET | PHILADELPHIA | PA | 19141 | 233019924 | $15,193 | PROVIDE PLANNING AND CAPITAL SUPPORT FOR THE EXPANSION OF HIGH-QUALITY CHILD CARE PROVIDERS SERVING LOW-INCOME CHILDREN IN PHILADELPHIA | 501(C)(3) | |
| REBUILD METRO | ||||||||
| 1129 N CAROLINE STREET | BALTIMORE | MD | 21213 | 232671667 | $918,657 | RESTRUCTURING GRANT FOR DP'S SEPARATION (RENAMED TO REBUILD METRO INC.) | 501(C)(3) | |
| ROGERS VEGETABLE FARM | ||||||||
| 4515 COTTON ACRES RD | SUMTER | SC | 29153 | 811460163 | $110,000 | FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS | ||
| ROSEBUD ECONOMIC DEVELOPMENT CORPORATION | ||||||||
| PO BOX 236 | MISSION | SD | 57555 | 460454387 | $44,617 | FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS | ||
| SMYK MANAGEMENT GROUP LLC | ||||||||
| 1288 METTLER ROAD | HUNTINGDON | PA | 19006 | 274398182 | $143,256 | PROVIDE PLANNING AND CAPITAL SUPPORT FOR THE EXPANSION OF HIGH-QUALITY CHILD CARE PROVIDERS SERVING LOW-INCOME CHILDREN IN PHILADELPHIA | ||
| SOLARSENSE LLC | ||||||||
| 1055 WESTLAKE DRIVE SUITE 140 | BERWYN | PA | 19312 | 272050803 | $35,015 | SUPPORT COMMUNITY SOLAR PROJECT | ||
| SPECTRUM HEALTH FOUNDATION | ||||||||
| 100 MICHIGAN STREET NE | GRAND RAPIDS | MI | 49503 | 382752328 | $75,000 | TO SUPPORT ADVANCE PRACTICES THAT POSITION AND ALIGN COMMUNITY INVESTMENT SYSTEMS TO INCREASE CAPITAL FLOWS TO INVESTMENTS WITH HIGH EQUITY IMPACT INVESTMENTS AND TO TAKE STEPS TO DEVELOP A PIPELINE OF CATALYTIC, FINANCEABLE BUILT ENVIRONMENT PROJECTS FOCUSED ON INCREASING EQUITY | 501(C)(3) | |
| SPOKANE NEIGHBORHOOD ACTION PARTNERS | ||||||||
| 3102 WEST FORT GEORGE WRIGHT DRIVE | SPOKANE | WA | 99224 | 911311127 | $75,000 | TO SUPPORT ADVANCE PRACTICES THAT POSITION AND ALIGN COMMUNITY INVESTMENT SYSTEMS TO INCREASE CAPITAL FLOWS TO INVESTMENTS WITH HIGH EQUITY IMPACT INVESTMENTS AND TO TAKE STEPS TO DEVELOP A PIPELINE OF CATALYTIC, FINANCEABLE BUILT ENVIRONMENT PROJECTS FOCUSED ON INCREASING EQUITY | 501(C)(3) | |
| STARTING POINTS OF HUDSON COUNTY | ||||||||
| 254 BARTHOLDI AVENUE | JERSEY CITY | NJ | 07305 | 223482355 | $25,000 | PROVIDES GRANT FUNDING TO PROGRAMS AIMING TO INCREASE THE NUMBER OF LOW-INCOME CHILDREN RECEIVING MEALS IN CHILDCARE AND COMMUNITY-BASED SETTINGS | 501(C)(3) | |
| TINY TOTS CDH LLC | ||||||||
| 2419 17TH ST SE | WASHINGTON | DC | 20020 | 800148878 | $7,389 | FUNDING TO HELP EARLY LEARNING PROVIDERS IMPROVE THEIR QUALITY RATING UNDER THE DC'S CAPITAL QUALITY RATING SYSTEM | ||
| UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT | ||||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | 060646653 | $75,000 | TO SUPPORT ADVANCE PRACTICES THAT POSITION AND ALIGN COMMUNITY INVESTMENT SYSTEMS TO INCREASE CAPITAL FLOWS TO INVESTMENTS WITH HIGH EQUITY IMPACT INVESTMENTS AND TO TAKE STEPS TO DEVELOP A PIPELINE OF CATALYTIC, FINANCEABLE BUILT ENVIRONMENT PROJECTS FOCUSED ON INCREASING EQUITY | 501(C)(3) | |
| UNIVERSITY OF NORTH CAROLINA AT GREENSBORO | ||||||||
| 1111 SPRING GARDEN STREET ROOM 2511 | GREENSBORO | NC | 27412 | 566001468 | $75,000 | PROVIDE FUNDS TO IMPROVE THE CITY'S CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHLY | 501(C)(3) | MHRA BUILDING |
| VOICE COMMUNITY ECONOMIC DEVELOPMENT CORPORATION | ||||||||
| 3949 NORTH BROAD STREET | PHILADELPHIA | PA | 19140 | 263911015 | $142,758 | PROVIDE PLANNING AND CAPITAL SUPPORT FOR THE EXPANSION OF HIGH-QUALITY CHILD CARE PROVIDERS SERVING LOW-INCOME CHILDREN IN PHILADELPHIA | 501(C)(3) | |
| WEST VIRGINIA FOOD & FARM COALITION INC | ||||||||
| 3820 MACCORKLE AVENUE SE | CHARLESTON | WV | 25304 | 462706460 | $71,501 | FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS | 501(C)(3) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 26 | Total501c3OrgCnt |
| Total Other Org | 18 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | APPLICATIONS FOR GRANTS ARE RECEIVED AND PROCESSED BY THE APPLICABLE PROGRAM MANAGER. ONCE APPROVED, GRANT DISBURSEMENTS ARE PROCESSED BY THE FINANCE DEPARTMENT. ONGOING COMPLIANCE WITH THE GRANT TERMS ARE MONITORED AND MAINTAINED BY THE APPLICABLE PROGRAM MANAGER AND THE FINANCE DEPARTMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DONALD HINKLE-BROWN | ||||||||||||||
| PRESIDENT & CEO | $388,357 | $0 | $110,615 | $0 | $55,182 | $0 | $16,800 | $0 | $19,576 | $0 | $590,530 | $0 | $0 | $0 |
| M AMANDA HIGH | ||||||||||||||
| CHIEF OF STRATEGIC INITIATIVES | $235,718 | $0 | $56,143 | $0 | $13,944 | $0 | $16,800 | $0 | $8,622 | $0 | $331,227 | $0 | $0 | $0 |
| MICHAEL M CRIST | ||||||||||||||
| EVP & CFO | $273,197 | $0 | $65,564 | $0 | $4,997 | $0 | $16,800 | $0 | $23,973 | $0 | $384,531 | $0 | $0 | $0 |
| NANCY WAGNER-HISLIP | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $233,846 | $0 | $56,143 | $0 | $2,848 | $0 | $16,800 | $0 | $24,381 | $0 | $334,018 | $0 | $0 | $0 |
| IRA GOLDSTEIN | ||||||||||||||
| PRESIDENT OF POLICY SOLUTIONS | $198,260 | $0 | $45,895 | $0 | $740 | $0 | $14,798 | $0 | $19,168 | $0 | $278,861 | $0 | $0 | $0 |
| CHEILA FERNANDEZ | ||||||||||||||
| CHIEF COMPLIANCE & RISK OFFICER | $193,031 | $0 | $0 | $0 | $740 | $0 | $12,044 | $0 | $15,297 | $0 | $221,112 | $0 | $0 | $0 |
| ANDREW RACHLIN | ||||||||||||||
| MANAGING DIRECTOR, LENDING & INVESTI | $188,872 | $0 | $23,000 | $0 | $705 | $0 | $12,858 | $0 | $23,973 | $0 | $249,408 | $0 | $0 | $0 |
| SUZANNE ALOI | ||||||||||||||
| MANAGING DIRECTOR (THRU 7/15/19) | $70,456 | $0 | $15,574 | $0 | $99,311 | $0 | $7,209 | $0 | $82 | $0 | $192,632 | $0 | $0 | $0 |
| BARRY POROZNI | ||||||||||||||
| CIO | $160,608 | $0 | $18,948 | $0 | $6,305 | $0 | $11,273 | $0 | $8,214 | $0 | $205,348 | $0 | $0 | $0 |
| TRACY PETROFSKY | ||||||||||||||
| CONTROLLER | $171,190 | $0 | $20,760 | $0 | $659 | $0 | $11,977 | $0 | $19,168 | $0 | $223,754 | $0 | $0 | $0 |
| DANA JOHNSON | ||||||||||||||
| MANAGING DIRECTOR, MARYLAND & WASHIN | $142,848 | $0 | $15,950 | $0 | $12,939 | $0 | $10,304 | $0 | $82 | $0 | $182,123 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | SUZANNE ALOI RECEIVED A SEVERANCE PAYMENT OF $91,378. |
| PART I, LINE 7 | THE COMPENSATION COMMITTEE, ESTABLISHED BY THE EXECUTIVE COMMITTEE OF THE RF BOARD, APPROVED THE THREE TIERS OF THE BONUS POOL WERE AWARDED BY MANAGERS' RECOMMENDATION AND CEO APPROVAL. THE COMMITTEE ALSO REVIEWED AND CONCURRED WITH THE INCENTIVE COMPENSATION AWARDS RECOMMENDED BY THE CEO FOR THE SENIOR MANAGEMENT TEAM IN THE HIGHEST PERFORMANCE TIER IN ACCORDANCE WITH THEIR DUTIES UNDER IRS INTERMEDIATE SANCTIONS. FURTHER, THE COMPENSATION COMMITTEE ALSO APPROVED A 2019 BONUS FOR THE CEO, WHICH WAS DETERMINED BY THE COMMITTEE INDEPENDENTLY OF THE CEO. THESE COMPENSATION DECISIONS WERE ALSO REVIEWED WITH THE ENTIRE BOARD MEMBERSHIP. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION HAS ENGAGED OUR INDEPENDENT ACCOUNTANTS RSM US LLP TO PREPARE FORM 990 IN ACCORDANCE WITH OUR AUDITED FINANCIAL STATEMENTS. THE FORM 990 IS THEN REVIEWED BY MANAGEMENT, THE REINVESTMENT FUND, INC.'S AUDIT COMMITTEE (WHICH IS A SUB-COMMITTEE OF THE FULL BOARD WITH FISCAL AND FIDUCIARY OVERSIGHT) AND IS MADE AVAILABLE TO THE FULL GOVERNING BODY, PRIOR TO THE SUBMISSION OF THE 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | COMPREHENSIVE CONFLICT OF INTEREST QUESTIONNAIRE IS DISTRIBUTED ANNUALLY TO ALL BOARD AND COMMITTEE MEMBERS. UPON RECEIPT OF THE QUESTIONNAIRE, ALL BOARD, COMMITTEE MEMBERS AND STAFF HAVE 60 DAYS TO RETURN THE COMPLETED QUESTIONNAIRE TO THE ORGANIZATION'S CORPORATE SECRETARY. THE COMPLETED QUESTIONNAIRES ARE REVIEWED AND MONITORED BY THE CORPORATE SECRETARY AND ANY POTENTIAL CONFLICTS ARE COMMUNICATED TO THE ORGANIZATION'S MANAGEMENT AND BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE ORGANIZATION'S CEO THROUGH A VARIETY OF SOURCES, INCLUDING COMPETITOR DATA AND SURVEYS. ADDITIONALLY, THE ORGANIZATION HAS ENGAGED THE SERVICES OF AN INDEPENDENT CONSULTANT TO PROVIDE AN OPINION ON THE REASONABLENESS OF THE COMPENSATION PLAN FOR THE CEO, THREE TOP MANAGEMENT OFFICIALS AND TWO BUSINESS UNIT PRESIDENTS USING COMPARATIVE DATA AND SURVEY DATA. THE OPINION LETTER FOR THE CEO, THREE TOP MANAGEMENT OFFICIALS AND TWO BUSINESS UNIT PRESIDENT'S COMPENSATION IS SENT DIRECTLY TO THE CHAIRMAN OF THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT, FORM(S) 1023, 990 & 990T AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). AVAILABILITY IS MADE THROUGH ITS OFFICES AT 1700 MARKET STREET, 19TH FLOOR, PHILADELPHIA, PA 19103. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | UNREALIZED LOSS ON INTEREST RATE SWAP -26,792. |
| FORM 990, PART IV, LINE 26: | THE ORGANIZATION OFFERS PROMISSORY NOTES TO THE GENERAL PUBLIC THROUGH A PROSPECTUS OFFERING REGISTERED WITH THE PENNSYLVANIA DEPARTMENT OF BANKING AND SECURITIES. THE TERMS AND CONDITIONS OF THE PROMISSORY NOTES ARE SET BY THE PROSPECTUS AND ARE THE SAME FOR EVERYONE. THE PROSPECTUS IS AVAILABLE TO THE GENERAL PUBLIC, INCLUDING BOARD MEMBERS, OFFICERS AND EMPLOYEES OF THE ORGANIZATION. AT YEAR END, VOTING BOARD MEMBERS AND OFFICERS OF THE ORGANIZATION HAD LOANS OUTSTANDING UNDER THE PROSPECTUS. BASED ON GUIDANCE, PROVIDED FROM THE IRS, REGARDING DEBT OFFERED ON THE SAME TERMS AS OFFERED TO THE GENERAL PUBLIC, WE HAVE ANSWERED THIS QUESTION AS "NO AND DID NOT COMPLETE SCHEDULE L. AS PART OF OUR PROMISSORY NOTE PROGRAM, OUR DIRECTORS, OFFICERS, TRUSTEE, ETC MAKE UP $197,479 OF OUR PROMISSORY NOTE PROGRAM OF $24,458,357. THE ORGANIZATION ISSUED $50,935,000 AND $75,735,000 OF BONDS TO PURSUANT TO THE TERMS OF AN INDENTURE OF TRUST DATED APRIL 1, 2017 AND SEPTEMBER 1, 2018, RESPECTIVELY. NEITHER THE SECURITIES AND EXCHANGE COMMISSION NOR ANY STATE SECURITIES COMMISSION HAS APPROVED OR DISAPPROVED OF THE BONDS. THE TERMS AND CONDITIONS OF THE BONDS ARE SET BY THE INDENTURE AND ARE THE SAME FOR ALL BONDHOLDERS. THE BONDS ARE AVAILABLE TO THE GENERAL PUBLIC, INCLUDING BOARD MEMBERS, OFFICERS AND EMPLOYEEES OF THE ORGANIZATION. TRADING AND SALES OF THE BONDS ARE NOT REPORTED TO THE ORGANIZATION AND THEREFORE THE ORGANIZATION CANNOT CLAIM KNOWLEDGE OF OR REPORT ON THE HOLDINGS OF ANY INDIVIDUAL OR INSTITUTION AS OF ANY SPECIFIC DATE. THIS INCLUDES THE AMOUNT THAT MAY BE HELD BY VOTING BOARD MEMBERS AND OFFICERS OF THE ORGANIZATION. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| TRF EDUCATION FUNDING LLC | |||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 232331946 | INVESTMENT IN CHARTER SCHOOL FINANCING | DE | $10,936 | $206,549 | THE REINVESTMENT FUND INC |
| TRF NMTC FUND LLC | |||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 020730746 | INVESTMENT IN NMTC PARTNERSHIPS | DE | -$636 | $77,851 | THE REINVESTMENT FUND INC |
| TRF FUND MANAGER LLC | |||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 273090164 | INVESTMENT IN NMTC PARTNERSHIPS | DE | $26,016 | $114,329 | THE REINVESTMENT FUND INC |
| RF CLEAN ENERGY FUND I LLC | |||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 823946180 | INVESTMENT IN CLEAN ENERGY | PA | -$105,365 | $8,973,543 | THE REINVESTMENT FUND INC |
| REINVESTMENT I LLC | |||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 272769688 | OREO | PA | $0 | $0 | THE REINVESTMENT FUND INC |
| REINVESTMENT III LLC | |||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 272781162 | OREO | PA | $0 | $0 | THE REINVESTMENT FUND INC |
| REINVESTMENT IV LLC | |||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 272781284 | OREO | PA | $0 | $0 | THE REINVESTMENT FUND INC |
| RFIA IMPACT ACCELERATOR BRIDGE LOAN FUND I LLC | |||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 844167433 | INVESTMENT IN A PORTFOLIO OF DEBT INVESTMENTS, LOANS AND LOAN INTERESTS | PA | $0 | $0 | THE REINVESTMENT FUND INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| COLLABORATIVE LENDING INITIATIVE INC | ||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 232765410 | LENDING AND COMMUNITY INVESTING | PA | 501(C)(3) | LINE 12A, I | THE REINVESTMENT FUND INC | Yes (1) |
| TRF ENTERPRISE FUND INC | ||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 233010796 | LENDING AND COMMUNITY INVESTING | PA | 501(C)(3) | LINE 12A, I | THE REINVESTMENT FUND INC | Yes (1) |
| TRF PRIVATE EQUITY INC | ||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 311481669 | PRIVATE EQUITY | PA | 501(C)(3) | LINE 12A, I | THE REINVESTMENT FUND INC | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (38 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 481 PHILABUNDANCE INVESTMENT FUND LLC | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 461083048 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $290 | 0 | Yes (1) | 0.00010 | |
| CHASE NMTC LIBERTY HEIGHTS INVESTMENT FUND LLC | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 461191778 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | -$2 | 0 | Yes (1) | 0.00010 | $1,497 |
| CHASE NMTC PHN INVESTMENT FUND LLC | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 460750788 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | 0 | Yes (1) | 0.00010 | ||
| CHASE NMTC TRF 2011 INVESTMENT FUND LLC | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 453506939 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $1,149 | 0 | Yes (1) | 0.00010 | |
| FSCLF HOLDING LLC | |||||||||||||
| 100 W 10TH STREET SUITE 1005 | WILMINGTON | DE | 19801 | 453833176 | HOLDING COMPANY | DE | 0 | RELATED | -$19,337 | 0 | 0 | 0.50000 | $257,201 |
| HEALTHCO PARTICIPANT LLC | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 464147984 | LOAN ADMINISTRATION | PA | 0 | RELATED | $1,467 | 0 | 0 | 0.33340 | $17,244 |
| OH BEL-AIR PARTNERS LP | |||||||||||||
| 150 S INDEPENDENCE MALL WEST ST 102 | PHILADELPHIA | PA | 19106 | 200459281 | REDEVELOPMENT ACTIVITIES INCLUDING RENTAL FACILITIES | PA | 0 | RELATED | $35,144 | 0 | 0 | 0.80250 | $797,472 |
| OH CHELTEN PARTNERS LP | |||||||||||||
| 150 S INDEPENDENCE MALL WEST ST 102 | PHILADELPHIA | PA | 19106 | 200459342 | REDEVELOPMENT ACTIVITIES INCLUDING RENTAL FACILITIES | PA | 0 | RELATED | -$33,668 | 0 | 0 | 0.80250 | $660,225 |
| TRF NMTC FUND XIX LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 455056381 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $2 | 0 | Yes (1) | 0.00010 | |
| TRF NMTC FUND XVII LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 263750138 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $6 | 0 | Yes (1) | 0.00010 | |
| TRF NMTC FUND XVIII LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 455056256 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $574 | 0 | Yes (1) | 0.00010 | |
| TRF NMTC FUND XX LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 455056470 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $14 | 0 | Yes (1) | 0.00010 | |
| TRF NMTC FUND XXI LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 455056693 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $4 | 0 | Yes (1) | 0.00010 | |
| TRF NMTC FUND XXII LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 455057215 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $26 | 0 | Yes (1) | 0.00010 | $4,909 |
| TRF NMTC FUND XXIII LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 455062436 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $42 | 0 | Yes (1) | 0.00010 | $16,885 |
| TRF NMTC FUND XXIV LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 462447476 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $4 | 0 | Yes (1) | 0.00010 | $3,100 |
| TRF NMTC FUND XXIX LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 465283711 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $37 | 0 | Yes (1) | 0.00010 | $6,203 |
| TRF NMTC FUND XXV LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 462458105 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $18 | 0 | Yes (1) | 0.00010 | $7,429 |
| TRF NMTC FUND XXVI LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 462469813 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $8 | 0 | Yes (1) | 0.00010 | $12,828 |
| TRF NMTC FUND XXVII LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 462485795 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $6 | 0 | Yes (1) | 0.00010 | $7,427 |
| TRF NMTC FUND XXVIII LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 462496766 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $4 | 0 | Yes (1) | 0.00010 | $8,101 |
| TRF NMTC FUND XXX LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 465275906 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $37 | 0 | Yes (1) | 0.00010 | $5,170 |
| TRF NMTC FUND XXXI LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 465296479 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $7 | 0 | Yes (1) | 0.00010 | $21,836 |
| TRF NMTC FUND XXXII LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 465308492 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $11 | 0 | Yes (1) | 0.00010 | $14,853 |
| TRF NMTC FUND XXXIII LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 465324801 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $6 | 0 | Yes (1) | 0.00010 | $4,134 |
| TRF NMTC FUND XXXIV LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 473965002 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $3 | 0 | Yes (1) | 0.00010 | $6,200 |
| TRF NMTC FUND XXXIX LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 474494692 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $3 | 0 | Yes (1) | 0.00010 | $3,358 |
| TRF NMTC FUND XXXVI LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 473993802 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $28 | 0 | Yes (1) | 0.00010 | $4,395 |
| TRF NMTC FUND XXXVII LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 474004216 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $27 | 0 | Yes (1) | 0.00010 | $6,718 |
| TRF NMTC FUND XXXVIII LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 474010887 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $37 | 0 | Yes (1) | 0.00010 | $4,137 |
| TRF NMTC FUND XXXV LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 473977872 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $6 | 0 | Yes (1) | 0.00010 | $4,650 |
| DOMESTIC SMALL CAP PAY FOR SUCCESS FUND I LP - CLASS B | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 823400647 | INVESTMENTS IN LOANS FOR SOCIAL PROGRAMS | PA | RF IMPACT ADVISERS INC | RELATED | $11,124 | 0 | 0 | 0.05000 | $101,118 |
| TRF NMTC FUND XLIII LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 813541701 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $4 | 0 | Yes (1) | 0.00010 | $4,134 |
| TRF NMTC FUND XLIV LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 813554206 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $5 | 0 | Yes (1) | 0.00010 | $4,133 |
| TRF NMTC FUND XLVIII LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 813612377 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $10 | 0 | Yes (1) | 0.00010 | $1,034 |
| TRF NMTC FUND XLII LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 813528194 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $12 | 0 | Yes (1) | 0.00010 | $6,079 |
| TRF NMTC FUND XLV LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 813565200 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $2 | 0 | Yes (1) | 0.00010 | $11,476 |
| TRF NMTC FUND XLVII LP | |||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 813591466 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | RELATED | $7 | 0 | Yes (1) | 0.00010 | $7,751 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| POLICYMAP INC | ||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 823099310 | ON-LINE DATA ANALYSIS AND MAPPING TOOL THAT PROVIDES BROAD ACCESS TO DATA | PA | THE REINVESTMENT FUND INC | C | -$996,507 | $613,259 | 0.98280 | Yes (1) |
| TRF NMTC FUND XLI LP | ||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 474512588 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | C | $9 | $801 | 0.00010 | 0 |
| TRF NMTC FUND XL LP | ||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 474504195 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | C | $7 | $551 | 0.00010 | 0 |
| TRF NMTC FUND XLVI LP | ||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 813577344 | REDEVELOPMENT ACTIVITIES | PA | TRF NMTC FUND LLC | C | $10 | $850 | 0.00010 | 0 |
| RF IMPACT ADVISERS INC | ||||||||||||
| 1700 MARKET STREET 19TH FLOOR | PHILADELPHIA | PA | 19103 | 822572776 | LENDING AND COMMUNITY INVESTING | PA | THE REINVESTMENT FUND INC | C | $40,077 | $170,310 | 1.00000 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| POLICYMAP INC | ||
| Q | $518,514 | CASH TRANSFER |
| POLICYMAP INC | ||
| O | $81,000 | CASH TRANSFER |
| POLICYMAP INC | ||
| D | $285,000 | CASH TRANSFER |
| RF IMPACT ADVISERS INC | ||
| R | $65,000 | CASH TRANSFER |