LOW INCOME INVESTMENT FUND: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LOW INCOME INVESTMENT FUND (EIN 94-2952578)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-08
- IRS object ID
- 202620989349300747
- Schema version
- 2024v5.5
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-08T22:16:55-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 333709623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1305 WALT WHITMAN ROAD SUITE 210 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942952578 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOW INCOME INVESTMENT FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOWI | BusinessNameControlTxt |
| Phone | 4154896102 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 STEVENSON ST SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PANAGIOTA MAHENDRU | PersonNm |
| Person Title | CHIEF FIN. AND OPER. OFFICER | PersonTitleTxt |
| Phone | 4154896102 | PhoneNum |
| Signature | 2026-04-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ZACHARY SEGAL | PreparerPersonNm |
| PTIN | P01511850 | PTIN |
| Phone | 5163365500 | PhoneNum |
| Preparation | 2026-04-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL NISSENBAUM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 STEVENSON ST SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $141,050,905 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LIFUND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE OHEADQUARTERED IN SAN FRANCISCO, WITH HIGHLY PRODUCTIVE REGIONAL OFFICES ALSO IN LOS ANGELES, NEW YORK, WASHINGTON DC, AND ATLANTA, LIIF SUPPORTS ORGANIZATIONS WORKING TO REVITALIZE LOW- INCOME NEIGHBORHOODS THROUGHOUT THE UNITED STATES. TO STRENGTHEN COMMUNITIES , WE DEPLOYCAPITAL TO SUPPORT HIGH- IMPACT COMMUNITY DEVELOPMENT PROJECTS, INCLUDING AFFORDABLE HOUSING, EARLY CARE AND EDUCATION CENTERS, AND OTHER FACILITIES SUCH AS CHARTER SCHOOLS AND FEDERALLY QUALIFIED HEALTH CENTERS.LIIF IS CREATING AND PRESERVING HOUSING OPTIONS FOR INDIVIDUALS AND FAMILIES VIA CAPITAL SOLUTIONS, PROGRAMS AND POLICY. SINCE INCEPTION IN 1984, LIIF HAS INVESTED OVER $3.9 BILLION IN COMMUNITIES, SERVING 2.6 MILLION PEOPLE. THIS REPRESENTS 108,230+ AFFORDABLE HOUSING UNITS THATWERE CREATED OR PRESERVED TO CREATE A LASTING IMPACT AND ADDRESS MARKET ECONOMIC UNCERTAINTIES. SUCCESS IS MEASURED BASED ON ECONOMIC IMPACT DATA THAT ACCELERATES THE CREATION OF COMMUNITIES OF OPPORTUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 177 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $41,606,677 | PYContributionsGrantsAmt |
| CY Contributions Grants | $70,136,586 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $43,577,903 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $49,275,354 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,058,253 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,048,664 | CYInvestmentIncomeAmt |
| PY Other Revenue | $54,522 | PYOtherRevenueAmt |
| CY Other Revenue | -$27,956 | CYOtherRevenueAmt |
| PY Total Revenue | $88,297,355 | PYTotalRevenueAmt |
| CY Total Revenue | $123,432,648 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $25,313,435 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $14,164,523 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,512,645 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $29,116,480 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,726,963 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,981,983 | PYOtherExpensesAmt |
| CY Other Expenses | $29,270,937 | CYOtherExpensesAmt |
| PY Total Expenses | $81,808,063 | PYTotalExpensesAmt |
| CY Total Expenses | $72,551,940 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,489,292 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $50,880,708 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $775,773,301 | TotalAssetsBOYAmt |
| Total Assets EOY | $786,532,068 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $603,844,995 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $569,315,434 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $171,928,306 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $217,216,634 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OOUR MISSION AND VISION: EVERYONE SHOULD BENEFIT FROM LIVING IN A COMMUNITY OF OPPORTUNITY, EQUITY AND WELL-BEING. LIIF MOBILIZES CAPITAL AND PARTNERS TO ACHIEVE THIS VISION FOR PEOPLE AND COMMUNITIES.WE BELIEVE THAT A COMMUNITY OF OPPORTUNITY PROVIDES ITS RESIDENTS WITH AFFORDABLE HOUSING, HIGH- QUALITY EDUCATIONAL OPPORTUNITIES, THE ABILITY TO LIVE HEALTHY AND ACTIVE LIVES, AND GOOD JOBS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $20,228,230 | ExpenseAmt |
| Grant | $11,132,064 | GrantAmt |
| Revenue | $5,071,671 | RevenueAmt |
| Desc | EARLY CARE AND EDUCATION (ECE) PROGRAM:SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $31,071,904 | ExpenseAmt |
| Grant | $831,459 | GrantAmt |
| Revenue | $44,251,160 | RevenueAmt |
| Desc | LENDING ACTIVITIES:SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,188,731 | ExpenseAmt |
| Grant | $2,201,000 | GrantAmt |
| Desc | OTHER DEVELOPMENT SERVICES:SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $108,357 | ExpenseAmt |
| Desc | EDUCATIONAL STAFF MEETINGS LIIF HAS ENGAGED WITH MEMBERS OF CONGRESS, FEDERAL AGENCIES, AND OTHER PUBLIC-SECTOR LEADERS THROUGH STRUCTURED EDUCATIONAL BRIEFINGS. THESE MEETINGS FEATURE CONCISE, DATA-DRIVEN MATERIALSSUCH AS ONE-PAGERS ILLUSTRATING LIIF'S INVESTMENTS AND THE MEASURABLE IMPACT OF COMMUNITY DEVELOPMENT INITIATIVES. IN THESE MEETINGS, LIIF ADVOCATES FOR ROBUST FUNDING OF KEY PROGRAMSSUCH AS THE CDFI FUND, HEAD START, AND OTHER HUD INITIATIVESAS WELL AS FOR POLICIES THAT ADVANCE AFFORDABLE HOUSING AND EARLY CARE AND EDUCATION (ECE). BY TRANSLATING COMPLEX POLICY ISSUES INTO ACCESSIBLE INSIGHTS, THESE ENGAGEMENTS STRENGTHEN POLICYMAKERS' UNDERSTANDING OF THE PROGRAMS SHAPING THEIR CONSTITUENCIES AND POSITION LIIF AS A TRUSTED, GO-TO RESOURCE FOR CREDIBLE POLICY GUIDANCE.COLLECTIVE ADVOCACY RECOGNIZING THAT SYSTEMIC CHANGE REQUIRES COLLECTIVE ACTION, LIIF ACTIVELY COLLABORATES WITH PEER ORGANIZATIONS AND COALITIONS TO ADVANCE SHARED ADVOCACY GOALS. THROUGH JOINT POLICY STATEMENTS, COORDINATED CAMPAIGNS, AND STRATEGIC PARTNERSHIPS, LIIF AMPLIFIES ITS INFLUENCE AND ENSURES THAT COMMUNITY INVESTMENT PRIORITIES ARE HEARD ACROSS STATE AND NATIONAL PLATFORMS. THIS COLLECTIVE VOICE STRENGTHENS THE POLICY ECOSYSTEM, ALIGNING EFFORTS TO EXPAND OPPORTUNITY AND LONG-TERM COMMUNITY IMPACT. THROUGHOUT OCTOBER 2025, LIIF WORKED WITH PARTNERS TO SECURE SIGNATURES FROM 105 MEMBERS OF CONGRESS ON A BICAMERAL LETTER TO TREASURY SECRETARY AND OMB DIRECTOR, REAFFIRMING THEIR SUPPORT FOR THE CDFI FUND AND URGING THE ADMINISTRATION TO CARRY OUT ITS STATUTORY OBLIGATIONS. ADDITIONALLY, AS THE CO-CHAIR FOR THE NATIONAL CHILDREN'S FACILITY NETWORK (NCFN), LIIF CONTINUES TO HOST LEARNING EXCHANGES AND PROVIDED RESOURCES FOR COALITION MEMBERS TO KEEP MEMBERS UP TO DATE AND ENGAGED ON ECE POLICY ISSUES. THIS INCLUDES HOSTING MONTHLY WEBINARS, AUTHORING POLICY UPDATES, AND PROVIDING MATERIALS FOR MEMBERS TO ENGAGE WITH THEIR ELECTED OFFICIALS. LEGISLATIVE ENDORSEMENTS LIIF OFFERED ENDORSEMENTS FOR KEY PIECES OF LEGISLATION, RECOGNIZING THAT PUBLIC SUPPORT FROM MISSION-DRIVEN ORGANIZATIONS CAN PLAY AN IMPORTANT ROLE IN ADVANCING POLICY PRIORITIES. THESE ENDORSEMENTS NOT ONLY ELEVATE LIIF'S POLICY AGENDA BUT ALSO HELP BUILD MOMENTUM FOR LEGISLATIVE ACTION THAT ALIGNS WITH ITS MISSION TO PROMOTE ECONOMIC OPPORTUNITY FOR COMMUNITIES. IN SEPTEMBER 2025, LIIF ENDORSED THE BIPARTISAN, CHILD CARE MODERNIZATION ACT. THE BILL WILL REAUTHORIZE THE CHILD CARE AND DEVELOPMENT BLOCK GRANT (CCDBG) TO HELP PROVIDE QUALITY, AFFORDABLE CHILD CARE TO AMERICA'S WORKING FAMILIES. LIIF'S CEO WAS QUOTED IN SEN. FISCHER'S (R-NE) PRESS RELEASE UNDERSCORING THE IMPORTANCE OF THE CRITICAL ROLE OF FEDERAL INVESTMENTS IN CHILD CARE FACILITIES.IN AUGUST, LIIF ENDORSED THE BIPARTISAN, ROAD TO HOUSING ACT OF 2025. THE BILL INCLUDES PROVISIONS THAT WILL BOOST THE NATION'S HOUSING SUPPLY, IMPROVE HOUSING AFFORDABILITY, AND INCREASE OVERSIGHT AND EFFICIENCY OF FEDERAL REGULATORS AND HOUSING PROGRAMS. LIIF'S CEO, DAN NISSENBAUM, WAS QUOTED IN CHAIRMAN SCOTT'S PRESS RELEASE NOTING LIIF'S SUPPORT FOR THE BILL'S FOCUS ON LEVERAGING PUBLIC AND PRIVATE CAPITAL, PLUS FOSTERING CROSS-SECTOR COLLABORATION TO SCALE SOLUTIONS THAT MEET THE URGENCY AND COMPLEXITY OF THE HOUSING CRISIS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $108,357 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $56,597,222 | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | Yes (1) | 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 | 133 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 177 | 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 | 15 | 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 | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL WETTERHOLM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154896102 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 STEVENSON ST SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CALVIN GLADNEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL NAUGHTON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL NISSENBAUM | ||||||||
| DIRECTOR & CEO | 40.00 | Yes (X) | $626,756 | $0 | $52,049 | Yes (X) | ||
| DAVID FLEMING | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIONNE NELSON | ||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| EILEEN FITZGERALD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIKA POETHIG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GLORIA LEE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JESSICA SAGER | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL SOLOMON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REYMUNDO OCANAS | ||||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RUSSELL BRUEMMER | ||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TAWANNA BLACK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM C KELLY JR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| YOHANA QUIROZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DENISE NOEL | ||||||||
| EVP & GENERAL COUNSEL | 40.00 | $302,442 | $0 | $39,676 | Yes (X) | |||
| KIMBERLY LATIMER-NELLIGAN | ||||||||
| PRESIDENT | 40.00 | $430,622 | $0 | $33,304 | Yes (X) | 1.00 | ||
| MARIA ARELLANO BAGLIERI | ||||||||
| EVP & CHIEF STRATEGY OFFICER | 40.00 | $180,363 | $0 | $31,836 | Yes (X) | |||
| PANAGIOTA MAHENDRU | ||||||||
| CFO & EVP | 40.00 | $383,049 | $0 | $52,049 | Yes (X) | 1.00 | ||
| TINA WALKER | ||||||||
| EVP & CHIEF PEOPLE OFFICER | 40.00 | $276,460 | $0 | $35,567 | Yes (X) | |||
| CHRISTINA SHIWBALAK | ||||||||
| VP, OPERATIONS | 40.00 | $273,158 | $0 | $28,444 | Yes (X) | |||
| MARY GARLING | ||||||||
| SVP, NATIONAL EARLY CARE EDUCATION | 40.00 | $282,204 | $0 | $37,295 | Yes (X) | |||
| RACHEL L BLUESTEIN | ||||||||
| SVP, CHIEF PROGRAM OFFICER | 40.00 | $280,461 | $0 | $61,358 | Yes (X) | |||
| STEPHANIE MCFADDEN | ||||||||
| SVP, CHIEF LENDING OFFICER | 40.00 | $292,334 | $0 | $48,215 | Yes (X) | |||
| SUSAN HYMAN | ||||||||
| SVP, CHIEF CREDIT OFFICER | 40.00 | $298,508 | $0 | $30,090 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,626,357 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $449,883 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 108 | 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 |
|---|---|---|---|---|---|
| XANTRION | |||||
| PO BOX 459106 | ALAMEDA | CA | 94501 | INFORMATION SYSTEM SERVICE | $795,607 |
| SUBMITTABLE | |||||
| PO BOX 8255 | MISSOULA | MT | 59807 | GRANT APPLICATION REVIEW SERVICE | $469,148 |
| RSM | |||||
| 5155 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | AUDITING SERVICE | $428,575 |
| INNOVA SOLUTIONS INC | |||||
| 2400 MEADOWBROOK PARKWAY | DULUTH | GA | 30096 | TEMPORARY SERVICE | $378,874 |
| NOVOGRADAC & COMPANY LLP | |||||
| PO BOX 7833 | SAN FRANCISCO | CA | 94120 | AUDITING SERVICE | $273,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $223,683 | FundraisingAmt |
| Government Grants | $32,450,897 | GovernmentGrantsAmt |
| All Other Contributions | $37,462,006 | AllOtherContributionsAmt |
| Total Contributions | $70,136,586 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INTEREST ON LOAN | 525990 | $39,048,762 | $39,048,762 |
| TECHNICAL ASSISTANCE AND CONSULTI | 525990 | $5,071,670 | $5,071,670 |
| LOAN ORGINATION | 525990 | $3,646,058 | $3,646,058 |
| ASSET MANAGEMENT FEES | 525990 | $951,458 | $951,458 |
| LOAN PACKAGING AND SERVICING | 525990 | $557,406 | $557,406 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $49,275,354 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,004,620 | TotalRevenueColumnAmt |
| Exclusion | $4,004,620 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,570,551 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,526,507 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $44,044 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,044 | TotalRevenueColumnAmt |
| Exclusion | $44,044 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $16,317 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $223,683 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $91,750 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$75,433 | TotalRevenueColumnAmt |
| Exclusion | -$75,433 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,477 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $47,477 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $47,477 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $123,432,648 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,322,831 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,973,231 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,114,347 | TotalAmt |
| Program Services | $12,114,347 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,050,176 | TotalAmt |
| Program Services | $2,050,176 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,477,613 | TotalAmt |
| Program Services | $1,551,846 | ProgramServicesAmt |
| Management And General | $775,063 | ManagementAndGeneralAmt |
| Fundraising | $150,704 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,224,250 | TotalAmt |
| Program Services | $13,293,744 | ProgramServicesAmt |
| Management And General | $6,639,506 | ManagementAndGeneralAmt |
| Fundraising | $1,291,000 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $628,231 | TotalAmt |
| Program Services | $393,491 | ProgramServicesAmt |
| Management And General | $196,527 | ManagementAndGeneralAmt |
| Fundraising | $38,213 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,193,374 | TotalAmt |
| Program Services | $2,000,160 | ProgramServicesAmt |
| Management And General | $998,971 | ManagementAndGeneralAmt |
| Fundraising | $194,243 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,593,012 | TotalAmt |
| Program Services | $997,778 | ProgramServicesAmt |
| Management And General | $498,336 | ManagementAndGeneralAmt |
| Fundraising | $96,898 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,276 | TotalAmt |
| Management And General | $424,276 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,057 | TotalAmt |
| Management And General | $386,057 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,814 | TotalAmt |
| Management And General | $73,814 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,468,309 | TotalAmt |
| Program Services | $2,272,713 | ProgramServicesAmt |
| Management And General | $574,202 | ManagementAndGeneralAmt |
| Fundraising | $621,394 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,156,540 | TotalAmt |
| Program Services | $622,877 | ProgramServicesAmt |
| Management And General | $456,514 | ManagementAndGeneralAmt |
| Fundraising | $77,149 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,785,306 | TotalAmt |
| Program Services | $961,510 | ProgramServicesAmt |
| Management And General | $704,703 | ManagementAndGeneralAmt |
| Fundraising | $119,093 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $806,924 | TotalAmt |
| Program Services | $473,069 | ProgramServicesAmt |
| Management And General | $279,135 | ManagementAndGeneralAmt |
| Fundraising | $54,720 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,725 | TotalAmt |
| Program Services | $72,535 | ProgramServicesAmt |
| Management And General | $42,800 | ManagementAndGeneralAmt |
| Fundraising | $8,390 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,390,855 | TotalAmt |
| Program Services | $18,358,255 | ProgramServicesAmt |
| Management And General | $32,600 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471,632 | TotalAmt |
| Program Services | $301,269 | ProgramServicesAmt |
| Management And General | $143,074 | ManagementAndGeneralAmt |
| Fundraising | $27,289 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,256 | TotalAmt |
| Program Services | $169,660 | ProgramServicesAmt |
| Management And General | $148,368 | ManagementAndGeneralAmt |
| Fundraising | $4,228 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LICENSES AND FEES | $1,276,843 | $672,226 | $587,865 | $16,752 |
| OTHER FEES | $379,882 | $163,467 | $201,965 | $14,450 |
| PAYROLL PROCESSING | $130,289 | $81,606 | $40,758 | $7,925 |
| PERSONNEL RECRUITMENT | $74,229 | $46,493 | $23,221 | $4,515 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,551,940 | TotalAmt |
| Program Services | $56,597,222 | ProgramServicesAmt |
| Management And General | $13,227,755 | ManagementAndGeneralAmt |
| Fundraising | $2,726,963 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $848,770 | BOYAmt |
| EOY | $3,994,126 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,796,085 | BOYAmt |
| EOY | $117,064,404 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,210,088 | BOYAmt |
| EOY | $2,412,442 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,003,837 | BOYAmt |
| EOY | $6,241,530 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $9,575,455 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $639,311,179 | BOYAmt |
| EOY | $606,260,688 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,437,683 | BOYAmt |
| EOY | $2,251,560 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,033,380 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,699,756 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,333,810 | BOYAmt |
| EOY | $1,333,624 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,642,288 | BOYAmt |
| EOY | $15,462,817 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,461,850 | BOYAmt |
| EOY | $6,136,032 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,940,560 | BOYAmt |
| EOY | $3,940,560 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,739,168 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,787,151 | BOYAmt |
| EOY | $4,119,662 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $775,773,301 | BOYAmt |
| EOY | $786,532,068 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,613,944 | BOYAmt |
| EOY | $7,189,898 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,055,957 | BOYAmt |
| EOY | $8,819,999 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,336,714 | BOYAmt |
| EOY | $20,219,986 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $541,400,058 | BOYAmt |
| EOY | $511,536,692 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,438,322 | BOYAmt |
| EOY | $21,548,859 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $603,844,995 | BOYAmt |
| EOY | $569,315,434 | 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 | $118,358,878 | BOYAmt |
| EOY | $151,535,460 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,569,428 | BOYAmt |
| EOY | $65,681,174 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,928,306 | BOYAmt |
| EOY | $217,216,634 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $775,773,301 | BOYAmt |
| EOY | $786,532,068 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $50,880,708 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $685,107 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,277,487 | 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 | $55,012,696 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,936,162 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,875,720 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,606,677 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,152,903 | CurrentTaxYearAmt |
| Total | $264,584,158 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,012,696 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,936,162 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,875,720 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,606,677 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,152,903 | CurrentTaxYearAmt |
| Total | $264,584,158 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $325,016 | SubstantialContributorsTotAmt |
| Public Support Total170 | $264,259,142 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $451,699 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $577,374 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,514,195 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,276,158 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,930,806 | CurrentTaxYearAmt |
| Total | $10,750,232 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $122,819 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,449 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $245,106 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,222 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,477 | CurrentTaxYearAmt |
| Total | $519,073 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $275,853,463 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $184,175,168 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95800 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93410 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2020 AMOUNT: $ 122,819. 2021 AMOUNT: $ 49,449. 2022 AMOUNT: $ 245,106. 2023 AMOUNT: $ 54,222. 2024 AMOUNT: $ 47,477. | ExplanationTxt |
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 Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $146,898 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $146,898 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $117,008,263 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $117,155,161 | 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 | $71,364 | CurrentYearMinus3Amt |
| Current Year Minus2 | $40,973 | CurrentYearMinus2Amt |
| Current Year Minus1 | $89,408 | CurrentYearMinus1Amt |
| Current Year | $146,898 | CurrentYearAmt |
| Total | $348,643 | 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 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| 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 | $1,207,199 | OtherCostOrOtherBasisAmt |
| Depreciation | $433,674 | DepreciationAmt |
| Book Value | $773,525 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,826,181 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,266,082 | DepreciationAmt |
| Book Value | $560,099 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,333,624 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST PAYABLE | $3,813,536 |
| LEASE LIABILITY | $8,865,993 |
| OBLIGATIONS | $8,869,330 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $21,548,859 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $99,467,349 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $685,107 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$24,668,342 | OtherRevenueAmt |
| Revenue Not Reported | -$23,983,235 | RevenueNotReportedAmt |
| Revenue Subtotal | $123,450,584 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $73,814 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$91,750 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$17,936 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $123,432,648 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $54,179,021 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $91,750 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $91,750 | ExpensesNotReportedAmt |
| Expenses Subtotal | $54,087,271 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $73,814 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $18,390,855 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $18,464,669 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $72,551,940 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | FUNDS HELD IN TRUST INCLUDES CASH PROVIDED BY BORROWERS AND FUNDERS TO COVER ANTICIPATED DRAWS AND CERTAN OPERATIONS EXPENSES ASSOCIATED WITH LOAN PARTICIPATIONS. |
| PART X, LINE 2: | LIIF IS A NONPROFIT ORGANIZATION THAT HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AND THE FRANCHISE TAX BOARD AS AN ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAX ON ITS INCOME OTHER THAN UNRELATED BUSINESS TAXABLE INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND SECTION 23701(D) UNDER THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. IN ADDITION, LIIF HAS BEEN RECOGNIZED BY THE IRS UNDER SECTION 170 OF THE IRC AS AN ORGANIZATION THAT IS ELIGIBLE TO RECEIVE TAX-DEDUCTIBLE CONTRIBUTIONS. LIIF HAS ACCOUNTED FOR THE UNCERTAINTY IN INCOME TAXES AS REQUIRED BY THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES TOPIC OF THE FASB ASC. LIIF USES A COMPREHENSIVE MODEL FOR RECOGNIZING, MEASURING, PRESENTING AND DISCLOSING IN THE CONSOLIDATED FINANCIAL STATEMENTS TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN. A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST AS SPECIFIED IN FASB INTERPRETATION 48, NO TAX BENEFIT IS RECORDED. THE EFFECT OF APPLYING THIS MODEL AND THE RESULTING IDENTIFICATION OF UNCERTAIN TAX POSITIONS, IF ANY, WERE NOT CONSIDERED SIGNIFICANT FOR FINANCIAL REPORTING PURPOSES AND ARE NOT ANTICIPATED TO CHANGE IN THE 12 MONTHS FOLLOWING JUNE 30, 2025. DURING THE YEARS ENDED JUNE 30, 2025 AND 2024, LIIF RECOGNIZED NO INTEREST OR PENALTIES ASSOCIATED WITH UNRECOGNIZED TAX BENEFITS. LIIF IS SUBJECT TO THE FILING OF U.S. FEDERAL, NEW YORK AND CALIFORNIA INFORMATIONAL RETURNS. FEDERAL AND NEW YORK RETURNS FOR YEARS ENDED JUNE 30, 2022 THROUGH JUNE 30, 2025, AND CALIFORNIA RETURNS FOR YEARS ENDED JUNE 30, 2021 THROUGH JUNE 30, 2025, ARE CURRENTLY OPEN FOR POTENTIAL FEDERAL AND STATE EXAMINATION. LIIF HAS FOR-PROFIT SUBSIDIARY ENTITIES THAT ARE SUBJECT TO THE FILING OF LIMITED LIABILITY CORPORATION TAX RETURNS, WHICH MAY INCLUDE U.S. FEDERAL, NEW YORK AND CALIFORNIA STATE JURISDICTIONS. DURING THE YEARS ENDED JUNE 30, 2025 AND 2024, THESE SUBSIDIARY ENTITIES RECOGNIZED NO INTEREST OR PENALTIES ASSOCIATED WITH UNRECOGNIZED TAX BENEFITS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INTEREST EXPENSES -18,390,855. PROVISION FOR LOAN LOSSES -6,277,487. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -91,750. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 91,750. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INTEREST EXPENSE 18,390,855. |
| PART IV, LINE 2B | FUNDS HELD IN TRUST INCLUDES CASH PROVIDED BY BORROWERS AND FUNDERS TO COVER ANTICIPATED DRAWS AND CERTAIN OPERATIONS EXPENSES ASSOCIATED WITH LOAN PARTICIPATIONS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 40TH ANNIVERSARY | Event1Nm |
| Gross Receipts Event1 | $240,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $223,683 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,317 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $11,900 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $33,879 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $45,971 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $240,000 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $223,683 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $16,317 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,900 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $33,879 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $45,971 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $91,750 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$75,433 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (53 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ASSOCIATION TO BENEFIT CHILDREN | |||||||||
| 419 EAST 86TH STREET | NEW YORK | NY | 10028 | 133303089 | 501 (C)(3) | $6,710 | $0 | BALANCE GRANT | |
| BANANA FANA PRESCHOOL | |||||||||
| 2701 FOLSOM ST | SAN FRANCISCO | CA | 94110 | 862978150 | 501 (C)(3) | $300,000 | $0 | RENOVATION & REPAIR | |
| BRAINY BUNCH LEARNING CENTER INC | |||||||||
| 16140 KUYKENDHAL ROAD SUITE 128 | HOUSTON | TX | 77068 | 834603588 | S CORPORATION | $125,000 | $0 | RENOVATIONS & REPAIR | |
| BRINDA ENTERPRISES LLC - STAR MONTESSORI SCHOOL & DAYCARE | |||||||||
| 5902 SYDNEY PARK LANE | SUGAR LAND | TX | 77479 | 301162001 | LLC - PARTNERSHIP | $200,000 | $0 | RENOVATIONS & REPAIR | |
| BUSY BEES ACADEMY LLC | |||||||||
| 240 LOBOS STREET | SAN FRANCISCO | CA | 94112 | 333338062 | LLC | $25,000 | $0 | PRE-DEVELOPMENT | |
| CANOPY SOUTH | |||||||||
| 3031 UPLAND PARKWAY | OMAHA | NE | 68107 | 842173880 | 501 (C)(3) | $608,273 | $0 | EQT GRANT | |
| CATHOLIC CHARITIES CYO OF THE ARCHDIOCESE OF SAN FRANCISCO | |||||||||
| 990 EDDY STREET | SAN FRANCISCO | CA | 94109 | 941498472 | 501 (C)(3) | $125,000 | $0 | PRE-DEVELOPMENT | |
| CHERRY HILL STRONG INC | |||||||||
| 606 CHERRRY HILL ROAD | BALTIMORE | MD | 21225 | 881855883 | 501 (C)(3) | $110,103 | $0 | EQT GRANT | |
| D&F DAYCARE INC | |||||||||
| 210 ROLPH STREET | SAN FRANCISCO | CA | 94112 | 990935876 | S CORPORATION | $30,800 | $0 | RENOVATION, REPAIR & EXPANSION | |
| DELIAS LITTLE ANGEL INC | |||||||||
| 1457 REVERE AVE | SAN FRANCISCO | CA | 94124 | 465705122 | INC | $114,789 | $0 | RENOVATION, REPAIR & EXPANSION | |
| EARLY EDUCATION ENRICHMENT ACADEMY | |||||||||
| 11249 CROWN PARK DRIVE | HOUSTON | TX | 77067 | 851335701 | C CORPORATION | $100,000 | $0 | RENOVATIONS & REPAIR | |
| FAMILY CONNECTIONS CENTERS | |||||||||
| 2565 SAN BRUNO AVENUE | SAN FRANCISCO | CA | 94134 | 943213689 | 501 (C)(3) | $59,283 | $0 | RENOVATION, REPAIR & EXPANSION | |
| FELLOWSHIP OF PURPOSE EARLY CHILDHOOD LEARNING CENTER | |||||||||
| 846 ASHLAND BLVD | CHANNELVIEW | TX | 77530 | 460575120 | C CORPORATION | $50,000 | $0 | RENOVATIONS & REPAIR | |
| FELTON INSTITUTE | |||||||||
| 1005 ATLANTIC AVE | ALAMEDA | CA | 94501 | 941156530 | 501 (C)(3) | $3,000,000 | $0 | RENOVATION, REPAIR & EXPANSION | |
| FRANDELJA ENRICHMENT CENTER INC | |||||||||
| 901 FAIRFAX AVENUE UNIT B | SAN FRANCISCO | CA | 94124 | 943256620 | CORPORATION | $1,700,000 | $0 | NEW CAPITAL DEVELOPMENT | |
| GENEVA FAMILY CHILD CARE INC | |||||||||
| 25 ADMIRAL AVENUE | SAN FRANCISCO | CA | 94112 | 931415148 | S CORPORATION | $100,000 | $0 | RENOVATION, REPAIR & EXPANSION | |
| GLIDE FOUNDATION | |||||||||
| 330 ELLIS STREET | SAN FRANCISCO | CA | 94102 | 941156481 | 501 (C)(3) | $125,000 | $0 | PRE-DEVELOPMENT | |
| GOLD METAL KIDS - GRANDMA'S HOUSE CHILD CARE CENTER | |||||||||
| 3331 DAMICO STREET 601 | HOUSTON | TX | 77019 | 203157574 | LLC - PARTNERSHIP | $100,000 | $0 | RENOVATIONS & REPAIR | |
| GROWING TOGETHER | |||||||||
| 32 S LEWIS AVE | TULSA | OK | 74104 | 471572366 | CORPORATION | $458,273 | $0 | EQT GRANT | |
| GROWING TOGETHER PRESCHOOL AND DAYCARE LLC | |||||||||
| 6 OAKLEY DOWNS PLACE | SPRING | TX | 77382 | 863853140 | LLC | $200,000 | $0 | RENOVATIONS & REPAIR | |
| GUIDRY'S EARLY EDUCATION CENTER | |||||||||
| 289 FARALLONES STREET | SAN FRANCISCO | CA | 94112 | 923091944 | 501 (C)(3) | $286,307 | $0 | NEW CAPITAL DEVELOPMENT | |
| HAVEN LEARNING LLC - WALDEN OAKS | |||||||||
| 5410 LOCKWOOD BEND LANE | SUGAR LAND | TX | 77479 | 832287985 | S CORPORATION | $100,000 | $0 | RENOVATIONS & REPAIR | |
| HUANG MIAO JUAN | |||||||||
| 723 22ND AVENUE | SAN FRANCISCO | CA | 94121 | 863796903 | S CORPORATION | $5,200 | $0 | RENOVATION, REPAIR & EXPANSION | |
| J BROOKE SCHOOLS INCORPORATED | |||||||||
| 14050 TELGE ROAD | CYPRESS | TX | 77429 | 821144207 | S CORPORATION | $75,000 | $0 | RENOVATIONS & REPAIR | |
| JOJO'S PLAYHOUSE LLC | |||||||||
| 33 8TH ST APT 625 | SAN FRANCISCO | CA | 94103 | 842074294 | LLC | $100,000 | $0 | FACILITY ACQUISITION | |
| KAI MING INC | |||||||||
| 933 HOWARD STREET | SAN FRANCISCO | CA | 94103 | 510137847 | C CORPORATION | $100,833 | $0 | RENOVATION & REPAIR | |
| LARCA ENTERPRISE - THE WIGGLE ROOM CHILD DEVELOPMENT CENTER | |||||||||
| 1111 VISTA ROAD | PASADENA | TX | 77504 | 452461775 | S CORPORATION | $200,000 | $0 | RENOVATIONS & REPAIR | |
| LIFT JAX INC | |||||||||
| 40 E ADAMS STREET 350 | JACKSONVILLE | FL | 32202 | 850819002 | 501 (C)(3) | $140,472 | $0 | EQT GRANT | |
| LITTLE HANDS ON LEARNING HOME CENTER | |||||||||
| 101 LAKEWOOD DRIVE | BAYTOWN | TX | 77520 | 612789806 | LLC | $40,000 | $0 | RENOVATIONS & REPAIR | |
| MARIELA C SANTILLAN | |||||||||
| 80 MINERVA STREET | SAN FRANCISCO | CA | 94112 | 608198309 | C CORPORATION | $140,709 | $0 | RENOVATION, REPAIR & EXPANSION | |
| MARINER MONTESSORI LLC | |||||||||
| 6018 FAIRDALE LANE | HOUSTON | TX | 77057 | 832142675 | LLC | $200,000 | $0 | RENOVATIONS & REPAIR | |
| MOLO HOT LLC | |||||||||
| 3522 MIRROR COURT | SPRING | TX | 77388 | 384008545 | LLC | $150,000 | $0 | RENOVATIONS & REPAIR | |
| MY CONNECT COMMUNITY | |||||||||
| 6700 BELLAIRE BLVD | HOUSTON | TX | 77074 | 811424233 | 501 (C)(3) | $750,000 | $0 | EQT GRANT | |
| NORTHSIDE DEVELOPMENT GROUP | |||||||||
| PO BOX 3362 | SPARTANBURG | SC | 29304 | 300698663 | 501 (C)(3) | $423,866 | $0 | EQT GRANT | |
| ONE FIFTY PARKER AVENUE SCHOOL | |||||||||
| 150 PARKER AVENUE | SAN FRANCISCO | CA | 94118 | 941691549 | C CORPORATION | $217,425 | $0 | RENOVATION & REPAIR | |
| PACIFIC PRIMAY SCHOOL | |||||||||
| 1501 GROVE STREET | SAN FRANCISCO | CA | 94117 | 237373767 | 501 (C)(3) | $138,845 | $0 | RENOVATION & REPAIR | |
| PROJECT COMMOTION | |||||||||
| 2905 HARRISON STREET | SAN FRANCISCO | CA | 94110 | 843634157 | 501 (C)(3) | $103,985 | $0 | RENOVATION & REPAIR | |
| QIXIA DENG - BEARY CARING CHILDCARE INC | |||||||||
| 2322 41ST AVE | SAN FRANCISCO | CA | 94116 | 991177225 | S CORPORATION | $100,000 | $0 | RENOVATION, REPAIR & EXPANSION | |
| RAINBOW CHILDCARE INC | |||||||||
| 383 HANOVER STREET | SAN FRANCISCO | CA | 94112 | 615347461 | CORPORATION | $100,000 | $0 | FACILITY ACQUISITION | |
| RAZO EDUCATIONAL SERVICES INC | |||||||||
| 3810 24TH STREET | SAN FRANCISCO | CA | 94114 | 454527035 | S CORPORATION | $110,000 | $0 | RENOVATION & REPAIR | |
| SE RALEIGH PROMISE INC | |||||||||
| 1425 PROMISE BEACON CIRCLE SUITE | RALEIGH | NC | 27616 | 820614057 | 501 (C)(3) | $490,472 | $0 | EQT GRANT | 214 |
| SFO CHILD SERVICES INC | |||||||||
| 1190 PALOU AVE | SAN FRANCISCO | CA | 94124 | 823889922 | LLC - C CORPORATION | $13,920 | $0 | RENOVATION, REPAIR & EXPANSION | |
| SMALL PEOPLE CHILD DEVELOPMENT CENTER | |||||||||
| 2427 HIACINTAS WAY | HOUSTON | TX | 77073 | 883377171 | S CORPORATION | $40,000 | $0 | RENOVATIONS & REPAIR | |
| SMART ACADEMY | |||||||||
| 4202 DAVENPORT STREET | HOUSTON | TX | 77051 | 320642429 | LLC - C CORPORATION | $40,000 | $0 | RENOVATIONS & REPAIR | |
| SONG'S LITTLE SUNSHINE INC | |||||||||
| 2638 44TH AVE | SAN FRANCISCO | CA | 94116 | 830752044 | S CORPORATION | $34,001 | $0 | RENOVATION, REPAIR & EXPANSION | |
| STAR SKY CHILD CARE & PRESCHOLL LLC | |||||||||
| 265 HAROLD AVE | SAN FRANCISCO | CA | 94112 | 862726862 | S CORPORATION | $25,876 | $0 | RENOVATION, REPAIR & EXPANSION | |
| SUNNY FAMILY CHILD CARE & PRESCHOOL | |||||||||
| 3162 SAN JOSE AVE | SAN FRANCISCO | CA | 94112 | 852783279 | S CORPORATION | $11,831 | $0 | RENOVATION, REPAIR & EXPANSION | |
| TELEGRAPH HILL NEIGHBORHOOD ASSOCIATION | |||||||||
| 660 LOMBARD STREET | SAN FRANCISCO | CA | 94133 | 941167422 | 501 (C)(3) | $125,000 | $0 | PRE-DEVELOPMENT | |
| THE PLAYGROUND FOR KIDS LLC | |||||||||
| 4034 STARBRIDGE POINT LN | KATY | TX | 77449 | 883222693 | LLC | $40,000 | $0 | RENOVATIONS & REPAIR | |
| WU YEE CHILDRENS SERVICES | |||||||||
| 827 BROADWAY STREET | SAN FRANCISCO | CA | 94133 | 942387002 | 501 (C)(3) | $71,974 | $0 | PRE-DEVELOPMENT | |
| YAN MEI CHEN CHILD CARE | |||||||||
| 71 MOUNT VERNON AVE | SAN FRANCISCO | CA | 94112 | 931511728 | S CORPORATION | $11,910 | $0 | RENOVATION, REPAIR & EXPANSION | |
| YOUTH HEAVEN | |||||||||
| 7110 MOUNTAIN PRAIRIE DR | CYPRESS | TX | 77433 | 577519297 | LLC | $40,000 | $0 | RENOVATIONS & REPAIR | |
| Z N Z CARE LLC - TEXAS JUMP N LEARN SCHOOL CARE | |||||||||
| 6520 QUEENSTON BLVD | HOUSTON | TX | 77084 | 862192300 | LLC - S CORPORATION | $120,000 | $0 | RENOVATIONS & REPAIR | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 22 | Total501c3OrgCnt |
| Total Other Org | 43 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | BACK TO WORK | GrantTypeTxt |
| Recipient | 66 | RecipientCnt |
| Cash Grant | $2,050,176 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | LIIF RECEIVES SIGNED CONTRACTS FROM GRANTEES PRIOR TO RELEASING GRANT FUNDS. THE CONTRACTS SPELL OUT THE SPECIFIC USE OF FUNDS. LIIF EMPLOYEES FOLLOW UP WITH GRANTEES TO VERIFY PROPER USE OF FUNDS. THE MAJORITY OF OUR GRANTS ARE MADE FROM PASS-THROUGH GRANT FUNDS FOR WHICH LIIF HAS REPORTING OBLIGATIONS BACK TO THE ORIGINAL GRANTOR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| 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 | 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 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL NISSENBAUM | ||||||||||||||
| DIRECTOR & CEO | $566,772 | $0 | $57,200 | $0 | $2,784 | $0 | $13,800 | $0 | $38,249 | $0 | $678,805 | $0 | $0 | $0 |
| KIMBERLY LATIMER-NELLIGAN | ||||||||||||||
| PRESIDENT | $397,772 | $0 | $30,000 | $0 | $2,850 | $0 | $13,800 | $0 | $19,504 | $0 | $463,926 | $0 | $0 | $0 |
| PANAGIOTA MAHENDRU | ||||||||||||||
| CFO & EVP | $350,674 | $0 | $30,000 | $0 | $2,375 | $0 | $13,800 | $0 | $38,249 | $0 | $435,098 | $0 | $0 | $0 |
| DENISE NOEL | ||||||||||||||
| EVP & GENERAL COUNSEL | $265,502 | $0 | $35,000 | $0 | $1,940 | $0 | $12,184 | $0 | $27,492 | $0 | $342,118 | $0 | $0 | $0 |
| RACHEL L BLUESTEIN | ||||||||||||||
| SVP, CHIEF PROGRAM OFFICER | $242,166 | $0 | $37,271 | $0 | $1,024 | $0 | $11,519 | $0 | $49,839 | $0 | $341,819 | $0 | $0 | $0 |
| STEPHANIE MCFADDEN | ||||||||||||||
| SVP, CHIEF LENDING OFFICER | $202,033 | $0 | $0 | $0 | $90,301 | $0 | $8,933 | $0 | $39,282 | $0 | $340,549 | $0 | $0 | $0 |
| SUSAN HYMAN | ||||||||||||||
| SVP, CHIEF CREDIT OFFICER | $267,908 | $0 | $27,085 | $0 | $3,515 | $0 | $12,058 | $0 | $18,032 | $0 | $328,598 | $0 | $0 | $0 |
| MARY GARLING | ||||||||||||||
| SVP, NATIONAL EARLY CARE EDUCATION | $253,872 | $0 | $25,500 | $0 | $2,832 | $0 | $11,333 | $0 | $25,962 | $0 | $319,499 | $0 | $0 | $0 |
| TINA WALKER | ||||||||||||||
| EVP & CHIEF PEOPLE OFFICER | $258,812 | $0 | $14,816 | $0 | $2,832 | $0 | $11,106 | $0 | $24,461 | $0 | $312,027 | $0 | $0 | $0 |
| CHRISTINA SHIWBALAK | ||||||||||||||
| VP, OPERATIONS | $243,185 | $0 | $28,169 | $0 | $1,804 | $0 | $11,015 | $0 | $17,429 | $0 | $301,602 | $0 | $0 | $0 |
| MARIA ARELLANO BAGLIERI | ||||||||||||||
| EVP & CHIEF STRATEGY OFFICER | $145,784 | $0 | $34,055 | $0 | $524 | $0 | $7,278 | $0 | $24,558 | $0 | $212,199 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | LIFF REIMBURSES EMPLOYEES FOR HEALTH CLUB MEMBERSHIPS UP TO A MONTHLY CAP AMOUNT OF $50. THIS BENEFIT IS INCLUDED IN EACH EMPLOYEE'S TAXABLE INCOME. |
| PART I, LINE 7 | A BONUS POOL IS ESTABLISHED FOR EACH FISCAL YEAR. EACH EMPLOYEE IS ELIGIBLE FOR A BONUS AT A FIXED PERCENTAGE. MANAGEMENT MAY PROVIDE ADDITIONAL BONUS COMPENSTION AT THE DISCRETION OF THE BOARD. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (4 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| DIONNE NELSON - SOUTH MEADOWS LLC | |||||||
| DIRECTOR | AFFORDABLE HOUSING CONSTRUCTION LOAN TO SOUTH MEADOWS, LLC | Yes (X) | $400,000 | $400,000 | 0 | Yes (1) | Yes (1) |
| DIONNE NELSON - SOUTH MEADOWS LLC | |||||||
| DIRECTOR | AFFORDABLE HOUSING CONSTRUCTION LOAN TO SOUTH MEADOWS, LLC | Yes (X) | $9,500,000 | $7,486,526 | 0 | Yes (1) | Yes (1) |
| DIONNE NELSON - LAUREL STREET RESIDENTIAL LLC | |||||||
| DIRECTOR | AFFORDABLE HOUSING PREDEVELOPMENT LOAN TO LAUREL STREET RESIDENTIAL, LLC | Yes (X) | $750,000 | $686,492 | 0 | Yes (1) | Yes (1) |
| DIONNE NELSON - LAUREL STREET RESIDENTIAL LLC | |||||||
| DIRECTOR | AFFORDABLE HOUSING PREDEVELOPMENT LOAN TO LAUREL STREET RESIDENTIAL, LLC | Yes (X) | $2,375,945 | $1,002,437 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $9,575,455 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | EARLY CARE AND EDUCATION (ECE) PROGRAM: QUALITY ECE ENABLES PARENTS TO WORK OR ATTEND SCHOOL WITHOUT WORRY FOR THEIR CHILDREN'S WELL-BEING AND PROVIDES CHILDREN WITH A STRONG START ON THE SKILLS NECESSARY FOR FUTURE SUCCESS IN SCHOOL AND IN LIFE. LIIF LAUNCHED ITS ECE PROGRAM IN 1998, OFFERING LOANS, GRANTS, AND TECHNICAL ASSISTANCE TO SUPPORT THE DEVELOPMENT OF HIGH-QUALITY CHILD CARE FOR LOW INCOME FAMILIES. SINCE THE PROGRAM'S INCEPTION, LIIF HAS PROVIDED TRAININGS AND WORKSHOPS ON THE DEVELOPMENT AND FINANCING OF CHILD CARE FACILITIES AND ONE-ON-ONE TECHNICAL ASSISTANCE TO PROVIDERS. IN ADDITION, LIIF HAS OFFERED OVER $648 MILLION IN LOANS AND GRANTS SERVING OVER 420,000 CHILDREN. LIIF'S ECE PROGRAM CURRENTLY FOCUSES ITS EFFORTS IN CALIFORNIA, OREGON, NEW YORK, WASHINGTON DC, ATLANTA, GA AND HARRIS COUNTY, TX. ADDITIONALLY, THE ECE PROGRAM PROVIDES ADVISORY SERVICES AND IMPACTS STATE POLICY IN VARIOUS REGIONS ACROSS THE COUNTRY. IN FY25, LIIF PROVIDED MORE THAN 9830 HOURS OF SPECIALIZED TECHNICAL ASSISTANCE AND $125.7 MILLION IN GRANTS TO 693 ECE PROGRAMS TO PRESERVE AND ENHANCE CHILD CARE SPACES FOR 22.2 THOUSAND CHILDREN IN LOW INCOME COMMUNITIES. |
| FORM 990, PART III, LINE 4B | LIIF EMPLOYS A LENDING STRATEGY THAT ADVANCES OPPORTUNITY AND WELL-BEING FOR PEOPLE AND COMMUNITIES. LIIF'S STRATEGY FOCUSES ON PRIORITY PROGRAMS AREAS--AFFORDABLE HOUSING, EARLY CARE AND EDUCATION, K-12 EDUCATION, AND HEALTH. THESE PROGRAMS ARE SUPPORTED BY LIIF'S FEDERAL POLICY PRESENCE THAT WORKS TO PRESERVE AND MAINTAIN COMMUNITY CAPITAL PROGRAMS. LIIF USES INNOVATIVE STRATEGIES TO ATTRACT PRIVATE CAPITAL TO AREAS WITH UNDERSERVED COMMUNITIES THAT WOULD OTHERWISE BE OUT OF REACH. SINCE INCEPTION, WE HAVE PROVIDED OVER $3.9 BILLION TO PROJECTS SERVING LOW INCOME INDIVIDUALS AND FAMILIES, AND THESE INVESTMENTS HAVE LEVERAGED $19.3 BILLION IN OTHER CAPITAL INVESTMENTS. LIIF'S WORK SUPPORTS THOSE MOST IN NEED. |
| FORM 990, PART III, LINE 4C | OTHER DEVELOPMENT SERVICES INCLUDES THE GHD PROGRAM WHICH SUPPORTS THE GROWTH OF AFFORDABLE HOUSING DEVELOPERS ACROSS THE NATION, WITH A FOCUS ON CALIFORNIA, GEORGIA, TEXAS, NEW YORK CITY, PHILADELPHIA, AND WASHINGTON, DC. THE PROGRAM OFFERS INNOVATING LENDING SOLUTIONS, CAPACITY BUILDING, A COMMUNITY OF PRACTICE, AND ENTERPRISE-LEVEL GRANTS TO SUPPORT DEVELOPERS' GROWTH. GDHD IS A PARTNERSHIP WITH CAPITAL IMPACT PARTNERS/MOMENTUS CAPITAL AND THE REINVESTMENT FUND, WITH FUNDING SUPPORT PROVIDED BY WELLS FARGO. SINCE 2020, LIIF AND PURPOSE BUILT COMMUNITIES NETWORK HAVE PARTNERED TO SUPPORT NETWORK MEMBERS' PROGRESS IN THEIR HOLISTIC COMMUNITY REDEVELOPMENT PLANS BY PROVIDING ACCESS TO RESOURCES THROUGH A SUITE OF CAPITAL TOOLS PAIRED WITH TECHNICAL ASSISTANCE. LIIF ALSO COLLABORATES WITH PURPOSE BUILT COMMUNITIES TO STRENGTHEN THEIR EARLY CARE AND EDUCATION STRATEGY, AND TO PROVIDE NETWORK MEMBERS IN SEVERAL GEORGIA COMMUNITIES WITH RESOURCES, TRAINING, AND STRATEGIC SUPPORT. FINALLY, LIIF ALSO PARTNERS WITH PURPOSE BUILT COMMUNITIES TO ADVOCATE FOR CONTINUED FUNDING TO SUPPORT OUR SHARED FEDERAL POLICY PRIORITIES. LIIF IS ALSO HOSTING EDUCATIONAL TOURS AND SITE VISITS WITH KEY MEMBERS OF CONGRESS AND THEIR STAFF. FUNDERS AND INVESTORS INCLUDE THE GEORGIA POWER FOUNDATION, THE JP MORGAN CHASE FOUNDATION, AND THE TRUIST FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | LIIF GATHERS THE REQUIRED TAX INFORMATION NECESSARY TO COMPLETE THE TAX RETURNS. THE INITIAL DRAFT RETURNS ARE REVIEWED BY LIIF WITH RECOMMENDED CHANGES REFLECTED IN THE RETURNS BEFORE SUBMITTING TO LIIF'S AUDIT COMMITTEE FOR APPROVAL. A COPY OF THE TAX RETURN IS THEN PROVIDED TO THE BOARD OF DIRECTORS, THE ORGANIZATION'S GOVERNING BODY, TO REVIEW, AND TO PROVIDE COMMENTS BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | UPON HIRING ALL EMPLOYEES ARE PROVIDED WITH THE EMPLOYEE HANDBOOK, WHICH DOCUMENTS THE CONFLICT OF INTEREST POLICY, AND ARE ASKED TO ACKNOWLEDGE RECEIPT OF THE HANDBOOK. ALL EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO IMMEDIATELY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS. MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO CONDUCT ANNUAL CONFLICT OF INTEREST SURVEYS IDENTIFYING POTENTIAL CONFLICTS. THE RESULTS OF THESE SURVEYS ARE REVIEWED BY LIIF'S OFFICE OF GENERAL COUNSEL TO ENSURE THEY ARE AWARE OF AND CAN MITIGATE POTENTIAL CONFLICTS THAT MAY ARISE DURING THE YEAR. DIRECTORS ARE ALSO REQUIRED TO DISCLOSE ANY CONFLICTS THAT MAY ARISE AT THE START OF EVERY BOARD MEETING. ANY EMPLOYEE OR BOARD MEMBER MUST RECUSE THEMSELVES FROM DECISIONS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | KEY EMPLOYEES, AS DEFINED BY IRS REGULATIONS AND INCLUDING THE CEO, ARE INCLUDED IN ANNUAL COMPENSATION REVIEW AND APPROVAL. AN OUTSIDE INDEPENDENT CONSULTANT CONDUCTS A REVIEW OF COMPARABLE DATA DRAWN FROM VARIOUS SOURCES INCLUDING INDUSTRY DATA AND COMPENSATION REPORTED BY SIMILAR ORGANIZATIONS, INCLUDING REVIEW OF FORM 990 FILINGS. THESE SUMMARIES ARE PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS (COMPRISED OF INDEPENDENT DIRECTORS) WHICH IS RESPONSIBLE FOR REVIEWING COMPENSATION AND RECOMMENDING ADJUSTMENTS TO THE BOARD OF DIRECTORS WHO APPROVE THE ADJUSTMENTS. DELIBERATIONS AND DECISIONS ARE SUBSTANTIATED. THIS PROCESS WAS LAST UNDERTAKEN IN OCTOBER 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | LIIF MAKES AVAILABLE TO THE PUBLIC ITS FINANCIAL STATEMENTS IN SUMMARY FORM THROUGH ITS ANNUAL REPORT, WHICH IS DISSEMINATED WIDELY AND AVAILABLE TO OTHERS UPON REQUEST. LIIF'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON ITS WEBSITE. THE ORGANIZATION'S BY- LAWS, FORM 990 FILING, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). LIIF'S AUDIT COMMITTEE IS RESPONSIBLE FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS. THE PROCESS HAS BEEN CONSISTENT WITH PRIOR YEARS. |
| FORM 990, PART XI, LINE 9: | PROVISION FOR LOAN LOSS -6,277,487. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|
| FOODCO LLC | |||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | 942952578 | LENDING | CA | $60 | $1,732,945 | LOW INCOME INVESTMENT FUND |
| LIIF NEW MARKETS LLC | |||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | 942952578 | LENDING | DE | $674,380 | $7,018,844 | LOW INCOME INVESTMENT FUND |
| LIIF REO I LLC | |||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | 942952578 | LENDING | CA | $0 | $0 | LOW INCOME INVESTMENT FUND |
| LIIF HOUSING INVESTMENTS LLC | |||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | 942952578 | LENDING | CA | $0 | $4,078,522 | LOW INCOME INVESTMENT FUND |
| LIIF TOAH MEMBER LLC | |||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | 942952578 | LENDING | CA | $0 | $0 | LOW INCOME INVESTMENT FUND |
| LIIF NEW MARKETS VI LLC | |||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | 942952578 | LENDING | CA | $0 | $0 | LOW INCOME INVESTMENT FUND |
| LIIF NMTC HOLDINGS LLC | |||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | 942952578 | LENDING | CA | $0 | $0 | LOW INCOME INVESTMENT FUND |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (33 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 | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NATIONAL AFFORDABLE HOUSING TRUST INC | |||||||||||
| 2245 NORTH BANK DR STE 200 | COLUMBUS | OH | 43220 | 521450306 | LOW INCOME HOUSING | MD | 501(C)(3) | LINE 10 | LOW INCOME INVESTMENT FUND | Yes (1) | |
| NHT 36 INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 844792761 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NAHTSAHF AFFORDABLE HOUSING COMMUNITIES 2019-2 | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 842607705 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NAHTSAHF AFFORDABLE HOUSING COMMUNITIES 2019-1 | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 301218412 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT 35 INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 825226911 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT-SFF 2015 INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 473197811 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT 31 INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 463814788 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT 29 INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 270172853 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT 37 INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 852592984 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT 33 INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 811114112 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT 32 INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 465243441 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT 30 INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 463718408 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT AGENT INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 455408750 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT VI INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 311683809 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT V INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 311651624 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT IV INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 311526519 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT 28 INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 263659740 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT 27 INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 261528198 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| XAVIER AFFORDABLE HOUSING INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 311363681 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | 501(C)(3) | 9 | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT III INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 311434982 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT I INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 311437005 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | 501(C)(3) | 9 | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT X INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 141842773 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT XI INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 141842772 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT 34 INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 821338581 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT XIV INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 522383867 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT XV INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 522383865 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT XVI INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 141892643 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT XXI INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 510514559 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NAHT MASSACHUSETTS INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 342029598 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT 38 INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 993393263 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT 39 INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 392972199 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| NHT OPTUM INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 331538299 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | NATIONAL AFFORDABILITY HOUSING TRUST INC | 0 | |
| HIGHLAND AFFORDABLE HOUSING INC | |||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 311302527 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | MI | 501(C)(3) | 9 | 0 | N/A | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (24 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 | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GSAF LLC | ||||||||||||||
| 49 STEVENSON ST STE 300 | SAN FRANCISCO | CA | 94105 | 455350755 | LENDING | CA | LOW INCOME INVESTMENT FUND | RELATED INCOME | $400,137 | $13,541,769 | 0 | Yes (1) | 0.25000 | |
| MATCH LLC | ||||||||||||||
| 49 STEVENSON ST STE 300 | SAN FRANCISCO | CA | 94105 | 822623689 | LENDING | CA | LOW INCOME INVESTMENT FUND | RELATED INCOME | $1,567,201 | 0 | Yes (1) | 0.33000 | ||
| BAY AREA TRANSIT ORIENTED AFFORDABLE HOUSING FUND LLC | ||||||||||||||
| 49 STEVENSON ST STE 300 | SAN FRANCISCO | CA | 94105 | LENDING | CA | LOW INCOME INVESTMENT FUND | RELATED INCOME | $35,269 | $2,119,374 | 0 | Yes (1) | 0.33000 | ||
| NHT 27 TAX CREDIT FUND LP | ||||||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 261528250 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | 0 | 0 | N/A | |||||
| NHT RBS CITIZENS 31 TAX CREDIT FUND LP | ||||||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 611722369 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | 0 | 0 | N/A | |||||
| NHT 30 TAX CREDIT FUND LP | ||||||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 383916095 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | 0 | 0 | N/A | |||||
| NHT 29 TAX CREDIT FUND LLC | ||||||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 270172930 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | 0 | 0 | N/A | |||||
| NHT 28 TAX CREDIT FUND LP | ||||||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 263659795 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | 0 | 0 | N/A | |||||
| NHT 26 TAX CREDIT FUND LLC | ||||||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 261404598 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | 0 | 0 | N/A | |||||
| NHT XXV TAX CREDIT FUND LP | ||||||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 260813848 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | 0 | 0 | N/A | |||||
| NHT XXIV TAX CREDIT FUND LLC | ||||||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 205653203 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | 0 | 0 | N/A | |||||
| NHT XXII TAX CREDIT FUND LP | ||||||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 202769283 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | 0 | 0 | N/A | |||||
| NHT XXI TAX CREDIT FUND LP | ||||||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 510514676 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | 0 | 0 | N/A | |||||
| NHT XX TAX CREDIT FUND LP | ||||||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 550875016 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | 0 | 0 | N/A | |||||
| NHT XVII TAX CREDIT FUND LP | ||||||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 900146606 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DC | 0 | 0 | N/A | |||||
| NHT XVI TAX CREDIT FUND LP | ||||||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 141892643 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DC | 0 | 0 | N/A | |||||
| NHT XV WASHINGTON MUTUAL TAX CREDIT FUND LP | ||||||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 412120333 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DE | 0 | 0 | N/A | |||||
| NHT XIV WELLS FARGO TAX CREDIT FUND LP | ||||||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 030490015 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DE | 0 | 0 | N/A | |||||
| NHT XII NATIONWIDE TAX CREDIT FUND LLC | ||||||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 141892640 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DC | 0 | 0 | N/A | |||||
| HUNTINGTON NHT XI TAX CREDIT FUND LLC | ||||||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 141842776 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DC | 0 | 0 | N/A | |||||
| FIFTH THIRD NHT X TAX CREDIT FUND LLC | ||||||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 141842769 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DE | 0 | 0 | N/A | |||||
| NHT VIII TAX CREDIT FUND LP | ||||||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 830340660 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DC | 0 | 0 | N/A | |||||
| NHT V TAX CREDIT FUND LP | ||||||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 311651626 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DE | 0 | 0 | N/A | |||||
| NHT 32 TAX CREDIT FUND LP | ||||||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 352503781 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | 0 | 0 | N/A | |||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NHT FIRST INC | ||||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 510515099 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | N/A | 0 | ||||
| NAHT ALABAMA INC | ||||||||||||
| 330 RUSH ALLEY SUITE 620 | COLUMBUS | OH | 43215 | 510516181 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | N/A | 0 | ||||
| LIIF SUB-CDE L LLC | ||||||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | Yes (1) | LIIF NEW MARKETS LLC | $31,580 | $8,500,000 | 1.00000 | ||
| LIIF SUB-CDE LI LLC | ||||||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | Yes (1) | LIIF NEW MARKETS LLC | 1.00000 | ||||
| LIIF SUB-CDE LII LLC | ||||||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | Yes (1) | LIIF NEW MARKETS LLC | $111,944 | $9,700,000 | 1.00000 | ||
| LIIF SUB-CDE LIII LLC | ||||||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | Yes (1) | LIIF NEW MARKETS LLC | $25,867 | $9,215,000 | 1.00000 | ||
| LIIF SUB-CDE LIV LLC | ||||||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | Yes (1) | LIIF NEW MARKETS LLC | $32,497 | $12,610,000 | 1.00000 | ||
| LIIF SUB-CDE LIX LLC | ||||||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | Yes (1) | LIIF NEW MARKETS LLC | 1.00000 | ||||
| LIIF SUB-CDE LV LLC | ||||||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | Yes (1) | LIIF NEW MARKETS LLC | $33,672 | $14,938,000 | 1.00000 | ||
| LIIF SUB-CDE LVI LLC | ||||||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | Yes (1) | LIIF NEW MARKETS LLC | $44,747 | $8,245,000 | 1.00000 | ||
| LIIF SUB-CDE LVII LLC | ||||||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | Yes (1) | LIIF NEW MARKETS LLC | 1.00000 | ||||
| LIIF SUB-CDE LVIII LLC | ||||||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | Yes (1) | LIIF NEW MARKETS LLC | $5,634 | $13,192,000 | 1.00000 | ||
| LIIF SUB-CDE LX LLC | ||||||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | Yes (1) | LIIF NEW MARKETS LLC | 1.00000 | ||||
| LIIF SUB-CDE LXI LLC | ||||||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | Yes (1) | LIIF NEW MARKETS LLC | 1.00000 | ||||
| LIIF SUB-CDE LXII LLC | ||||||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | Yes (1) | LIIF NEW MARKETS LLC | 1.00000 | ||||
| LIIF SUB-CDE LXIII LLC | ||||||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | Yes (1) | LIIF NEW MARKETS LLC | 1.00000 | ||||
| LIIF SUB-CDE LXIV LLC | ||||||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | Yes (1) | LIIF NEW MARKETS LLC | 1.00000 | ||||
| LIIF SUB-CDE LXV LLC | ||||||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | Yes (1) | LIIF NEW MARKETS LLC | 1.00000 | ||||
| LIIF SUB-CDE LXVI LLC | ||||||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | Yes (1) | LIIF NEW MARKETS LLC | 1.00000 | ||||
| LIIF SUB-CDE XLVI LLC | ||||||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | Yes (1) | LIIF NEW MARKETS LLC | 1.00000 | ||||
| LIIF SUB-CDE XLVIII LLC | ||||||||||||
| 49 STEVENSON ST SUITE 300 | SAN FRANCISCO | CA | 94105 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | Yes (1) | LIIF NEW MARKETS LLC | 1.00000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | 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 | 0 | 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| GSAF LLC | ||
| A | $99,768 | FMV |
| GSAF LLC | ||
| S | $214,653 | FMV |