SOCIAL FINANCE INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SOCIAL FINANCE INC (EIN 27-4620963)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-21
- IRS object ID
- 201802339349300245
- Schema version
- 2017v2.3
- 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 L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-21T14:05:03-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133842744 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MBAF CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 PARK AVE SOUTH | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274620963 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIAL FINANCE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 6179399900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MILK STREET NO 1010 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY PALANDJIAN | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6179399900 | PhoneNum |
| Signature | 2018-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC TAUB | PreparerPersonNm |
| PTIN | P00236664 | PTIN |
| Phone | 2125761400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TRACY PALANDJIAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MILK STREET NO 1010 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,323,324 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SOCIALFINANCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SOCIAL FINANCE IS DEDICATED TO MOBILIZING CAPITAL TO DRIVE SOCIAL PROGRESS. WE BRING TOGETHER UNCOMMON PARTNERS-GOVERNMENTS, INVESTORS, AND SERVICE PROVIDERS-AROUND A COMMON PURPOSE: TO MEASURABLY IMPROVE THE LIVES OF THOSE MOST IN NEED. CORE TO OUR WORK IS A SET OF INNOVATIVE PAY FOR SUCCESS STRATEGIES AND FINANCIAL INSTRUMENTS THAT DRIVE PUBLIC AND PRIVATE RESOURCES TOWARD PROGRAMS WITH DEMONSTRATED TRACK RECORDS OF SOCIAL OUTCOMES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 48 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,697,220 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,114,874 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,156,310 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,174,063 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,643 | PYInvestmentIncomeAmt |
| CY Investment Income | $34,387 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,871,173 | PYTotalRevenueAmt |
| CY Total Revenue | $9,323,324 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $27,359 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,834,112 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,819,688 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,670,440 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $215,368 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,178,601 | PYOtherExpensesAmt |
| CY Other Expenses | $1,436,607 | CYOtherExpensesAmt |
| PY Total Expenses | $5,025,648 | PYTotalExpensesAmt |
| CY Total Expenses | $7,941,159 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$154,475 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,382,165 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,783,382 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,242,359 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $679,877 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,456,689 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,103,505 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,785,670 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SOCIAL FINANCE IS DEDICATED TO MOBILIZING CAPITAL TO DRIVE SOCIAL PROGRESS. WE BRING TOGETHER UNCOMMON PARTNERS-GOVERNMENTS, INVESTORS, AND SERVICE PROVIDERS-AROUND A COMMON PURPOSE: TO MEASURABLY IMPROVE THE LIVES OF THOSE MOST IN NEED. CORE TO OUR WORK IS A SET OF INNOVATIVE PAY FOR SUCCESS STRATEGIES AND FINANCIAL INSTRUMENTS THAT DRIVE PUBLIC AND PRIVATE RESOURCES TOWARD PROGRAMS WITH DEMONSTRATED TRACK RECORDS OF SOCIAL OUTCOMES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,505,171 | ExpenseAmt |
| Grant | $1,784,112 | GrantAmt |
| Revenue | $932,742 | RevenueAmt |
| Desc | SOCIAL INVESTMENT - SOCIAL FINANCE DESIGNS, FUNDS AND LAUNCHES PAY FOR SUCCESS (PFS) FINANCING INSTRUMENTS THAT MOBILIZE PUBLIC AND PRIVATE CAPITAL TO IMPROVE SOCIAL OUTCOMES FOR PEOPLE IN NEED. WE PARTNER WITH GOVERNMENTS, SERVICE PROVIDERS, AND INVESTORS TO DESIGN PROGRAMS, PERFORM DATA ANALYSIS AND EVALUATION, CONDUCT ECONOMIC STUDIES, AND EXECUTE PAY FOR SUCCESS CONTRACTS. FOR OUR CHIEF PAY FOR SUCCESS FINANCING STRATEGY, KNOWN AS THE SOCIAL IMPACT BOND (SIB), THE SOCIAL INVESTMENT TEAM RAISES PRIVATE IMPACT INVESTMENT CAPITAL TO SCALE SERVICES THROUGH PRIVATE DEBT OR EQUITY FINANCINGS. SOCIAL IMPACT BONDS AIM TO IMPROVE SOCIAL OUTCOMES FOR INDIVIDUALS AS DEFINED IN PARTNERSHIP WITH THE PAYOR (TYPICALLY GOVERNMENT) AND GENERATE FINANCIAL RETURNS FOR THE INVESTORS. THE SOCIAL INVESTMENT TEAM PLAYS AN ONGOING PROJECT MANAGEMENT AND "ACTIVE PERFORMANCE MANAGEMENT" ROLE FOR EACH FINANCING TO SUPPORT THE ACHIEVEMENT OF PROJECT OUTCOMES. IN 2017, SOCIAL FINANCE LAUNCHED A $12.4M SOCIAL IMPACT BOND IN MASSACHUSETTS TO FACILITATE SUCCESSFUL TRANSITIONS TO EMPLOYMENT, HIGHER WAGE JOBS, AND HIGHER EDUCATION FOR 2,000 IMMIGRANTS AND REFUGEES, AND A $2.6M SOCIAL IMPACT BOND IN VENTURA COUNTY, CALIFORNIA TO IMPROVE PUBLIC SAFETY AND ENHANCE THE LIVES OF 400 INDIVIDUALS ON FORMAL PROBATION. IN ADDITION, SOCIAL FINANCE PROVIDED SIGNIFICANT ADVISORY SERVICES FOR A $10M SOCIAL IMPACT BOND LAUNCHED IN OKLAHOMA. SOCIAL FINANCE PROVIDED ACTIVE PERFORMANCE MANAGEMENT SERVICES FOR THE SOCIAL IMPACT BONDS IN MASSACHUSETTS AND VENTURA COUNTY, CALIFORNIA AS WELL AS FOR PREVIOUSLY LAUNCHED SOCIAL IMPACT BONDS IN CONNECTICUT, NEW YORK STATE, AND SOUTH CAROLINA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,718,743 | ExpenseAmt |
| Grant | $50,000 | GrantAmt |
| Revenue | $1,241,321 | RevenueAmt |
| Desc | ADVISORY SERVICES - THE ADVISORY SERVICES TEAM PARTNERS WITH GOVERNMENTS, FOUNDATIONS AND SERVICE PROVIDERS TO ASSESS PROMISING PROGRAMS THAT COULD BENEFIT FROM PAY FOR SUCCESS STRATEGIES AND FINANCING, AND SUPPORT PARTNERS IN SHIFTING TOWARDS OUTCOMES-ORIENTED PROCUREMENT PRACTICES. THE ADVISORY SERVICES TEAM IDENTIFIES BEST-IN-CLASS INTERVENTIONS, EXECUTES ECONOMIC ANALYSES, PERFORMS DUE DILIGENCE, DESIGNS INITIATIVES BASED ON EVIDENCE AND MEASURABLE OUTCOMES, IMPROVES PERFORMANCE THROUGH ONGOING, DATA-DRIVEN MANAGEMENT, AND CONDUCTS OTHER ADVISORY ACTIVITIES IN ORDER TO ACHIEVE BETTER OUTCOMES FOR COMMUNITIES IN NEED. IN 2017, SOCIAL FINANCE ADVISED CLIENTS SUCH AS THE BILL & MELINDA GATES FOUNDATION, CAPITAL IMPACT PARTNERS, CLATSOP COUNTY OREGON, AND THE ROCKEFELLER FOUNDATION. WITH A GRANT FROM THE U.S. DEPARTMENT OF EDUCATION, SOCIAL FINANCE ALSO ADVISED PARTNERS ON USING PFS TO ADVANCE HIGH-QUALITY CAREER AND TECHNICAL EDUCATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $479,644 | ExpenseAmt |
| Desc | MARKET EDUCATION - THROUGH RESEARCH, ADVOCACY, AND PUBLICATIONS, SOCIAL FINANCE SUPPORTS THE DEVELOPMENT OF THE PAY FOR SUCCESS FIELD AND THE BROADER IMPACT INVESTMENT AND OUTCOMES-BASED MOVEMENTS. IN 2017, SOCIAL FINANCE PUBLISHED A WHITE PAPER THAT DETAILS OUR WORK WITH THE CITY OF PHILADELPHIA AND PROVIDES A FRAMEWORK FOR GOVERNMENTS LOOKING TO USE PFS TOOLS AND OUTCOMES-BASED APPROACHES TO IMPROVE THEIR COMMUNITIES. WE ALSO CONTRIBUTED TWO CHAPTERS TO THE BOOK, "WHAT MATTERS: INVESTING IN RESULTS TO BUILD STRONG, VIBRANT COMMUNITIES," A PROJECT OF THE FEDERAL RESERVE BANK OF SAN FRANCISCO AND NONPROFIT FINANCE FUND. OVER THE COURSE OF THE YEAR, SOCIAL FINANCE SPOKE AT KEY CONFERENCES, INCLUDING EVENTS HOSTED BY AMERICA FORWARD, THE ECONOMIST, AND THE URBAN INSTITUTE. SOCIAL FINANCE'S EFFORT TO CONNECT THE SOCIAL SECTOR WITH THE CAPITAL MARKETS FOR THE BENEFIT OF PEOPLE IN NEED WAS COVERED BY LEADING MEDIA OUTLETS, SUCH AS EDUCATION WEEK, INSTITUTIONAL INVESTOR, NON-PROFIT TIMES, CNBC, AND NATIONAL PUBLIC RADIO. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,703,558 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 48 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAZIE MCLEOD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179399900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MILK STREET 1010 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| BRACEBRIDGE H YOUNG JR | |||||||||
| CHAIRPERSON & DIRECTOR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| TRACY PALANDJIAN | |||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $205,905 | $0 | $27,895 | 2.00 | ||
| ED SHAPIRO | |||||||||
| VICE CHAIR & DIRECTOR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SIR RONALD MOURAD COHEN | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN DYNAN | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| NANCY ZIMMERMAN | |||||||||
| CLERK & DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SANDRA URIE | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAURENE SPERLING | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAMELA DIPPEL CHONEY | |||||||||
| TREASURER & DIRECTOR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| IAN SIMMONS | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LARA METCALF | |||||||||
| MANAGING DIRECTOR | 40.00 | Yes (X) | $198,212 | $0 | $5,466 | 2.00 | |||
| NAVJEET K BAL | |||||||||
| VP & GENERAL COUNSEL | 40.00 | Yes (X) | $181,405 | $0 | $27,217 | ||||
| JEFFREY SHUMWAY | |||||||||
| VICE PRESIDENT OF ADVISORY | 40.00 | $199,991 | $0 | $27,295 | Yes (X) | ||||
| JACOB SEGAL | |||||||||
| PROGRAM DIRECTOR | 40.00 | $138,389 | $0 | $19,052 | Yes (X) | ||||
| NIRAV SHAH | |||||||||
| PROGRAM DIRECTOR | 40.00 | $142,443 | $0 | $26,169 | Yes (X) | ||||
| SHU DAR YAO | |||||||||
| PROGRAM DIRECTOR | 40.00 | $125,627 | $0 | $7,813 | Yes (X) | ||||
| CASEY LITTLEFIELD | |||||||||
| PROGRAM DIRECTOR | 40.00 | $140,544 | $0 | $11,651 | 2.00 | Yes (X) | |||
| RASHMI KHARE | |||||||||
| DIRECTOR | 40.00 | $123,571 | $0 | $11,296 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,456,087 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $163,854 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTERFACE FAMILY & CHILDREN SERVICES | |||||
| 4001 MISSION OAKS BLVD SUITE I | CAMARILLO | CA | 93012 | VENTURA PFS PROJECT SERVICE PROVIDER FEE | $110,129 |
| JONES DAY | |||||
| 1755 EMBARCADERO ROAD | PALO ALTO | CA | 94303 | VENTURA PFS PROJECT LEGAL FEES | $105,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $719,797 | GovernmentGrantsAmt |
| All Other Contributions | $6,395,077 | AllOtherContributionsAmt |
| Total Contributions | $7,114,874 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,174,063 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,174,063 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,174,063 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,387 | TotalRevenueColumnAmt |
| Exclusion | $34,387 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,323,324 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,174,063 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $34,387 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,584 | TotalAmt |
| Program Services | $164,584 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,669,528 | TotalAmt |
| Program Services | $1,669,528 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $900,776 | TotalAmt |
| Program Services | $746,751 | ProgramServicesAmt |
| Management And General | $92,206 | ManagementAndGeneralAmt |
| Fundraising | $61,819 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,115,803 | TotalAmt |
| Program Services | $2,439,837 | ProgramServicesAmt |
| Management And General | $623,038 | ManagementAndGeneralAmt |
| Fundraising | $52,928 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,844 | TotalAmt |
| Program Services | $52,202 | ProgramServicesAmt |
| Management And General | $13,686 | ManagementAndGeneralAmt |
| Fundraising | $956 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,499 | TotalAmt |
| Program Services | $254,683 | ProgramServicesAmt |
| Management And General | $65,018 | ManagementAndGeneralAmt |
| Fundraising | $5,798 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,518 | TotalAmt |
| Program Services | $207,217 | ProgramServicesAmt |
| Management And General | $47,094 | ManagementAndGeneralAmt |
| Fundraising | $7,207 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,103 | TotalAmt |
| Management And General | $12,103 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,384 | TotalAmt |
| Program Services | $105,807 | ProgramServicesAmt |
| Management And General | $148 | ManagementAndGeneralAmt |
| Fundraising | $429 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,030 | TotalAmt |
| Program Services | $64,716 | ProgramServicesAmt |
| Management And General | $11,893 | ManagementAndGeneralAmt |
| Fundraising | $34,421 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,717 | TotalAmt |
| Program Services | $54,042 | ProgramServicesAmt |
| Management And General | $9,931 | ManagementAndGeneralAmt |
| Fundraising | $28,744 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,585 | TotalAmt |
| Program Services | $34,508 | ProgramServicesAmt |
| Management And General | $3,536 | ManagementAndGeneralAmt |
| Fundraising | $541 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,694 | TotalAmt |
| Program Services | $54,652 | ProgramServicesAmt |
| Management And General | $27,175 | ManagementAndGeneralAmt |
| Fundraising | $2,867 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,547 | TotalAmt |
| Program Services | $148,209 | ProgramServicesAmt |
| Management And General | $32,382 | ManagementAndGeneralAmt |
| Fundraising | $4,956 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335,865 | TotalAmt |
| Program Services | $266,840 | ProgramServicesAmt |
| Management And General | $59,864 | ManagementAndGeneralAmt |
| Fundraising | $9,161 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,471 | TotalAmt |
| Program Services | $265,498 | ProgramServicesAmt |
| Management And General | $12,179 | ManagementAndGeneralAmt |
| Fundraising | $2,794 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,033 | TotalAmt |
| Program Services | $7,184 | ProgramServicesAmt |
| Management And General | $736 | ManagementAndGeneralAmt |
| Fundraising | $113 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,134 | TotalAmt |
| Management And General | $1,134 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,044 | TotalAmt |
| Program Services | $20,636 | ProgramServicesAmt |
| Management And General | $4,690 | ManagementAndGeneralAmt |
| Fundraising | $718 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,871 | TotalAmt |
| Program Services | $36,535 | ProgramServicesAmt |
| Management And General | $5,420 | ManagementAndGeneralAmt |
| Fundraising | $1,916 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VENTURA PFS SERVICE PRO | Desc |
| Total | $110,129 | TotalAmt |
| Program Services | $110,129 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,941,159 | TotalAmt |
| Program Services | $6,703,558 | ProgramServicesAmt |
| Management And General | $1,022,233 | ManagementAndGeneralAmt |
| Fundraising | $215,368 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,870 | BOYAmt |
| EOY | $1,380,646 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,003,565 | BOYAmt |
| EOY | $5,920,023 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $528,789 | BOYAmt |
| EOY | $571,424 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,062 | BOYAmt |
| EOY | $219,208 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $89,149 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $48,651 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,995 | BOYAmt |
| EOY | $40,498 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,101 | BOYAmt |
| EOY | $1,110,560 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,783,382 | BOYAmt |
| EOY | $9,242,359 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $541,400 | BOYAmt |
| EOY | $1,071,698 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,667 | BOYAmt |
| EOY | $225,769 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $71,965 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,810 | BOYAmt |
| EOY | $87,257 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $679,877 | BOYAmt |
| EOY | $1,456,689 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,740,395 | BOYAmt |
| EOY | $6,783,962 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,110 | BOYAmt |
| EOY | $1,001,708 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,103,505 | BOYAmt |
| EOY | $7,785,670 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,783,382 | BOYAmt |
| EOY | $9,242,359 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,382,165 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $300,000 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $2,236,380 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,636,093 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,120,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,697,220 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,114,874 | CurrentTaxYearAmt |
| Total | $21,805,515 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,236,380 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,636,093 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,120,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,697,220 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,114,874 | CurrentTaxYearAmt |
| Total | $21,805,515 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,376,300 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,429,215 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,440 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,916 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,137 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,643 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,387 | CurrentTaxYearAmt |
| Total | $75,523 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,881,038 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,722,869 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.56800 | PublicSupportCY170Pct |
| Public Support PY170 | 0.35530 | 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 Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,197 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,393 | DepreciationAmt |
| Book Value | $13,804 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,952 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,258 | DepreciationAmt |
| Book Value | $26,694 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $40,498 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SFI SECURITY DEPOSIT | $72,101 |
| DUE FROM SFI'S AFFILIATES AND SUBSIDIARIES | $166,385 |
| INVESTMENT IN VENTURA COUNTY PROJECT TO SUPPORT REENTRY LLC | $300,000 |
| ADVANCE CAPITAL CONTRIBUTION TO MA PATHWAYS TO ECONOMIC ADVANCEMENT 2016 LLC | $131,162 |
| INVESTMENT IN MASSACHUSETTS PATHWAYS TO ECONOMIC ADVANCEMENT 2016 LLC | $440,884 |
| INTEREST RECEIVABLE | $28 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,110,560 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| SFI DEFERRED RENT | $61,799 |
| VENTURA PFS PROJECT INTEREST PAYABLE | $1,134 |
| DUE TO SFI | $192 |
| VENTURA PFS PROJECT PRE-PAID LOAN COMMITMENT | $24,132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $87,257 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,543,250 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $150,521 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $411,508 | OtherRevenueAmt |
| Revenue Not Reported | $562,029 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,981,221 | RevenueSubtotalAmt |
| Other Revenues Not Included | $342,103 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $342,103 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,323,324 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,325,008 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $150,521 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $9,575,431 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $9,725,952 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,599,056 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $342,103 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $342,103 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,941,159 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD FOR UNCERTAINTY IN INCOME TAXES. THE STANDARD PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE FOR DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. SHOULD THERE BE INTEREST ON UNDERPAYMENT OF INCOME TAX, THE ORGANIZATION WOULD CLASSIFY IT AS INTEREST EXPENSE. THE ORGANIZATION WOULD CLASSIFY PENALTIES IN CONNECTION WITH UNDERPAYMENT OF INCOME TAX AS OTHER EXPENSE. THE ORGANIZATION IS SUBJECT TO AUDIT BY TAX AUTHORITIES. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE POSITIONS TAKEN ON ITS TAX RETURNS. MANAGEMENT BELIEVES THAT ITS NONPROFIT STATUS WOULD BE SUSTAINED UPON EXAMINATION. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO FEDERAL, STATE, OR LOCAL INCOME TAX EXAMINATIONS FOR YEARS BEFORE 2014. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | IN-KIND PROF. SERVICES FROM SOCIAL FINANCE CT FAMILY STABILITY 2016 LLC 20,963. REVENUES REPORTED ON SOCIAL FINANCE CT FAMILY STABILITY 2016 MANAGER, INC. 945. REVENUES REPORTED ON MASSACHUSETTS PATHWAYS TO ECONOMIC ADVANCEMENT 2016 LLC 389,600. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | MANAGEMENT FEES REVENUE FROM AFFILIATES 342,103. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES REPORTED ON SOCIAL FINANCE NY STATE WORKFORCE RE-ENTRY 2013 LLC 2,283,813. EXPENSES REPORTED ON SOCIAL FINANCE CT FAMILY STABILITY 2016 LLC 2,362,607. EXPENSES REPORTED ON MASSACHUSETTS PATHWAYS TO ECONOMIC ADVANCEMENT 2016 LLC 4,929,011. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | MANAGEMENT FEES REVENUE FROM AFFILIATES 342,103. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANTS TO A RECIPIENT | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $1,669,528 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,669,528 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,669,528 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | RegionTxt |
| Purpose Of Grant | TO DISBURSE CERTAIN GIFTS, GRANTS, CONTRIBUTIONS AND OTHER REVENUES TO SUPPORT THE ORGANIZATION'S PROGRAM ACTIVITIES. | PurposeOfGrantTxt |
| Cash Grant | $1,669,528 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AS A FISCAL SPONSOR FOR SOCIAL FINANCE UK (SF UK), SOCIAL FINANCE HAS AGREED TO RECEIVE AND DISBURSE GRANTS IN SUPPORT OF PROJECTS OUTSIDE OF THE US THAT ALIGN WITH OUR MISSION. A FISCAL SPONSORSHIP AGREEMENT, EXECUTED BY BOTH PARTIES, ESTABLISHES THE PROCEDURE FOR MONITORING THESE GRANTS. THE AGREEMENT STATES THAT SOCIAL FINANCE RETAINS OVERSIGHT AUTHORITY TO ENSURE THAT THE FUNDS DISBURSED BY SOCIAL FINANCE TO SF UK ARE USED FOR THEIR INTENDED CHARITABLE PURPOSES, AND SOCIAL FINANCE HAS FULL ACCESS TO THE BOOKS, RECORDS, AND SENIOR MANAGEMENT AND FINANCIAL PERSONNEL OF SF UK WITH RESPECT TO THE SPONSORED ACTIVITIES, UPON REQUEST. THE TWO PARTIES HAVE AGREED TO PARTICIPATE IN REGULAR CALLS WITH DISCUSSION OF SPONSORED ACTIVITIES, PROJECT GOVERNANCE, AND COMPLIANCE WITH GRANT AGREEMENTS, AS APPROPRIATE. FINALLY, SF UK IS TO PROVIDE AN ANNUAL WRITTEN SUMMARY OF SPONSORED ACTIVITIES TO SOCIAL FINANCE TO THE EXTENT NOT COVERED BY REPORTS REQUIRED BY GRANTORS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CENTRAL CALIFORNIA ASTHMA COLLABORATIVE | |||||||
| 4991 E MCKINLEY AVE STE 109 | FRESNO | CA | 93727 | 453599201 | 501(C)(3) | $110,233 | SOCIAL IMPACT BOND DEMONSTRATION PROJECT |
| TIDES CENTER | |||||||
| 1014 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | 943213100 | 501(C)(3) | $50,000 | WORK TO STRUCTURE A PFS PROJECT IN PROVIDENCE, RHODE ISLAND. |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SOCIAL FINANCE HOLDS REGULAR CALLS WITH GRANTEES TO ENSURE ACHIEVEMENT OF GRANT GOALS AND MONITOR COMPLIANCE. ADDITIONALLY, GRANTEES MAY BE PERIODICALLY REQUIRED TO SUBMIT DETAILED FINANCIAL AND PROGRAMMATIC REPORTING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRACY PALANDJIAN | ||||||||||||||
| PRESIDENT & CEO | $188,905 | $0 | $17,000 | $0 | $0 | $0 | $5,766 | $0 | $22,129 | $0 | $233,800 | $0 | $0 | $0 |
| LARA METCALF | ||||||||||||||
| MANAGING DIRECTOR | $182,212 | $0 | $16,000 | $0 | $0 | $0 | $5,466 | $0 | $0 | $0 | $203,678 | $0 | $0 | $0 |
| NAVJEET K BAL | ||||||||||||||
| VP & GENERAL COUNSEL | $167,405 | $0 | $14,000 | $0 | $0 | $0 | $5,088 | $0 | $22,129 | $0 | $208,622 | $0 | $0 | $0 |
| JEFFREY SHUMWAY | ||||||||||||||
| VICE PRESIDENT OF ADVISORY | $185,991 | $0 | $14,000 | $0 | $0 | $0 | $5,166 | $0 | $22,129 | $0 | $227,286 | $0 | $0 | $0 |
| JACOB SEGAL | ||||||||||||||
| PROGRAM DIRECTOR | $127,889 | $0 | $10,500 | $0 | $0 | $0 | $3,523 | $0 | $15,529 | $0 | $157,441 | $0 | $0 | $0 |
| NIRAV SHAH | ||||||||||||||
| PROGRAM DIRECTOR | $132,443 | $0 | $10,000 | $0 | $0 | $0 | $4,040 | $0 | $22,129 | $0 | $168,612 | $0 | $0 | $0 |
| CASEY LITTLEFIELD | ||||||||||||||
| PROGRAM DIRECTOR | $128,544 | $0 | $12,000 | $0 | $0 | $0 | $3,886 | $0 | $7,765 | $0 | $152,195 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MASSACHUSSETTS PATHWAYS TO ECONOMIC ADVANCEMENT 2016 LLC | |||
| BUSINESS RELATIONSHIP | $160,000 | PROVIDE MANAGEMENT SERVICES TO MASSACHUSSETTS PATHWAYS TO ECONOMIC ADVANCEMENT 2016 LLC | 0 |
| SOCIAL FINANCE NY STATE WORKFORCE RE-ENTRY 2013 LLC | |||
| BUSINESS RELATIONSHIP | $50,000 | PROVIDE MANAGEMENT SERVICES TO SOCIAL FINANCE NYS WORKFORCE REENTRY 2013 LLC | 0 |
| SOCIAL FINANCE VENTURA COUNTY PROJECT TO SUPPORT REENTRY LLC | |||
| BUSINESS RELATIONSHIP | $12,103 | PROVIDE MANAGEMENT SERVICES TO SOCIAL FINANCE VENTURA COUNTY PROJECT TO SUPPORT REENTRY LLC | 0 |
| SOCIAL FINANCE CT FAMILY STABILITY 2016 LLC | |||
| BUSINESS RELATIONSHIP | $120,000 | PROVIDE MANAGEMENT SERVICES TO SOCIAL FINANCE CT FAMILY STABILITY 2016 LLC | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM IS REVIEWED BY SENIOR MANAGEMENT THEN PROVIDED TO THE BOARD BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | AN ANNUAL CONFLICT OF INTEREST POLICY STATEMENT IS DISTRIBUTED TO OFFICERS, DIRECTORS, AND MEMBERS OF ANY COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS FOR COMPLETION. ANY CONFLICT WILL BE DISCUSSED WITH THE INTERESTED PERSON AND THE GOVERNING BOARD BEFORE A DECISION IS MADE AS TO THE EXISTENCE OF A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL OFFICERS AND DIRECTORS COMPENSATION WILL BE APPROVED BY A DISINTERESTED BOARD OF DIRECTORS AFTER RESEARCH IS PERFORMED REGARDING SALARIES PAID FOR COMPARABLE WORK IN SIMILARLY SITUATED ORGANIZATIONS AND OTHER APPROPRIATE SALARY SURVEY INFORMATION IS CONSIDERED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | VENTURA LLC - CAPITAL CONTRIBUTIONS FROM INVESTOR MEMBERS 300,000. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|
| SF MA PATHWAYS 2016 LLC | |||||||||
| 10 MILK STREET 1010 | BOSTON | MA | 02108 | 384021035 | PURCHASE AND HOLD COMMON EQUITY INTERESTS IN MA LLC | DE | $900,000 | $900,020 | SOCIAL FINANCE INC |
| SOCIAL FINANCE MA PATHWAYS II LLC | |||||||||
| 10 MILK STREET 1010 | BOSTON | MA | 02108 | 320514076 | PURCHASE AND HOLD CLASS A EQUITY INTERESTS IN MA LLC | DE | $80,952 | $76,648 | SOCIAL FINANCE INC |
| SOCIAL FINANCE VENTURA COUNTY PROJECT TO SUPPORT REENTRY LLC | |||||||||
| 10 MILK STREET 1010 | BOSTON | MA | 02108 | 320508962 | PROMOTE SUCCESSFUL REENTRY FOR INDIVIDUALS ON FORMAL PROBATION | DE | $15,012 | $184,779 | SOCIAL FINANCE INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIAL FINANCE CT FAMILY STABILITY 2016 MANAGER INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MILK STREET 1010 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364829457 | EIN |
| Primary Activities | PROMOTE FAMILY STABILITY AND REDUCE FOSTER CARE UTILIZATION FOR FAMILIES | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIAL FINANCE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| SOCIAL FINANCE NY STATE WORKFORCE RE-ENTRY 2013 LLC | |||||||||
| 10 MILK STREET 1010 | BOSTON | MA | 02108 | 463851533 | REDUCE RECIDIVISM AND INCREASE EMPLOYMENT OF THE FORMERLY INCARCERATED | DE | SOCIAL FINANCE NY STATE WORKFORCE RE-ENTRY 2013 MANAGER INC | 0 | 0 |
| MASSACHUSETTS PATHWAYS TO ECONOMIC ADVANCEMENT 2016 LLC | |||||||||
| 10 MILK STREET 1010 | BOSTON | MA | 02108 | 320500335 | INCREASE EDUCATION AND EMPLOYMENT ATTAINMENT FOR ADULT RECENT IMMIGRANTS | DE | SOCIAL FINANCE INC | 0 | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| SOCIAL FINANCE NY STATE WORKFORCE RE-ENTRY 2013 MANAGER INC | |||||||||
| 10 MILK STREET 1010 | BOSTON | MA | 02108 | 371742609 | REDUCE RECIDIVISM AND INCREASE EMPLOYMENT OF THE FORMERLY INCARCERATED | DE | SOCIAL FINANCE INC | C | Yes (1) |
| SOCIAL FINANCE DC TEEN PREGNANCY PREVENTION & EDUCATION ATTAINMENT 2014 MGR | |||||||||
| 10 MILK STREET 1010 | BOSTON | MA | 02108 | 472268563 | PREVENT TEEN PREGNANCY AND INCREASE EDUCATIONAL ATTAINMENT | DE | SOCIAL FINANCE INC | C | 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 | 0 | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MASSACHUSETTS PATHWAYS TO ECONOMIC ADVANCEMENT 2016 LLC | ||
| L | $160,000 | FAIR MARKET VALUE |
| SOCIAL FINANCE VENTURA COUNTY PROJECT TO SUPPORT REENTRY LLC | ||
| B | $300,000 | COST METHOD |