irs program accomplishments · form 990 part iii · fy2021
what they reported doing
Program narrative the organization filed with the IRS. Ordered by program spending.
- #1 primary $0Community Financial Training: Workshops and classes held providing tools to individual community members to manage their finances. To help economic development of the Nation by providing loan products and services.
named programs · 3 · from sources
what they call their work
CDFI-TON VITA
Offers free basic tax preparation and filing services through IRS-certified volunteers.
Development Services
Includes personal financial skills training, business development training, and youth financial training.
Financial Products
Provides various loans including consumer, auto, home renovation, and business loans.
activities · 7 clusters
what they do
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Free Tax Preparation via VITA and AARP Programs 3 activities
- Free tax preparation servicesOperates year-round as a certified IRS VITA site, providing free basic tax return preparation and filing services to community members.
- Operates year-round VITA tax assistance programFunctions as a certified Volunteer Income Tax Assistance (VITA) site, offering free tax preparation and filing services to community members throughout the year.
- Provide free tax preparation servicesOperates as a certified IRS VITA (Volunteer Income Tax Assistance) site, providing free basic tax return preparation and filing services year-round.
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Notary and Document Services 3 activities
- Notary servicesProvides notary services to the community.
- Offers notary servicesProvides notary public services to the community as a direct support service.
- Provide notary servicesOffers notary services to the community.
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Consumer Loan Products for Members 2 activities
- Consumer and personal lendingOffers consumer loans for personal expenses, education, predatory loan payoff, and auto repair, as well as home loans for renovation, down payments, repair, and apartment move-in costs.
- Offer various loan productsProvides a range of loans including consumer loans for personal expenses, education, and auto repair; auto loans for new/used vehicles; home loans for renovation, down payments, and move-in costs; EQIP loans for USDA/NCRS projects; and business loans for start-up, working capital, and asset purchase.
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Microfinance and Business Training for Entrepreneurs 2 activities
- Economic development lendingFunds economic development projects and provides loans for community members, including business loans for start-up, working capital, asset purchase, acquisition, and hardship expenses.
- Provides financial and business development trainingOffers capacity-building programs in personal financial skills, youth financial education, and business development, including business planning and technical assistance for start-ups or existing enterprises.
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Youth Financial Accounts & Education 2 activities
- Provide financial literacy and business development trainingOffers training in personal financial skills, business development (including planning and technical assistance), and youth financial education to foster knowledge and preparedness.
- Youth financial educationProvides financial education programs for youth focused on building financial knowledge, growth, and preparedness.
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Entrepreneurship Incubation & Technical Assistance 1 activity
- Business development training and technical assistanceOffers business development training, including business planning for start-ups or improvement, and provides technical assistance to entrepreneurs.
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Uncategorized 4 activities
- Administers economic development loans and fundingProvides financing for economic development projects and community member needs, including business start-ups, working capital, asset purchases, home renovations, auto loans, consumer expenses, and USDA/NRCS environmental projects. The organization has funded twenty million dollars in such projects and loans.
- Auto lendingProvides auto loans for new and used vehicles, refinancing, and down payments.
- Environmental Quality Incentives Program (EQIP) lendingOffers EQIP loans in partnership with USDA/NRCS to support environmental quality projects.
- Personal financial skills trainingDelivers training in personal financial management to build financial literacy and capability among community members.
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financials · form 990 · fy2021
the money
revenue
Total revenue$710K
Contributions & grants$32K4%
Program service revenue$678K96%
Investment income$00%
Other revenue$0
expenses
Total expenses$782K
Program expenses66%
Admin / overhead34%
Fundraising0%
Salaries & benefits$495K
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$21.60M
Cash$8.40M
Investments$0
Liabilities$109K
Net assets$21.49M
Liquid reserves128.9 mo
3 years on record · 2019–2021 · YoY revenue -2.5%
leadership · form 990 part vii · fy2021
who runs it
paid leadership · 2
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| Stanley Gilmore Ruiz | Chief Executive Officer | 40 | $92K |
| Frances O Hosten | Chief Operations Officer | 40 | $78K |
board members · 2
- Andrea Ortiz Ahmed — Vice Chair
- Kymberlii Tenario Murrietta — Chair
relationships · 2
who they work with
- IRS VITA Government — Certified site for free tax return preparation.
- US Department of Treasury Government — Certified Native CDFI by the US Department of Treasury.