Capital Impact Partners

Natalie Gunn Ptr

Arlington, VA
Tax-exempt since April 1985
EIN: 52-1290127

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Public, Society Benefit — Multipurpose and Other / Financial Institutions, Services (Non-Government Related) (NTEE)

Donations to this organization are tax deductible.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions

Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Revenue

$69.4M (2023)

Expenses

$73.6M (2023)

Total Assets

$692M (2023)

Total Liabilities

$540M (2023)

Source: Form 990 tax filings from 2010 to 2023

Tax Filings and Audits by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending Dec.
2023

Revenue

$69,443,542

Expenses

$73,642,594

Net Income

-$4,199,052

Net Assets

$151,669,143

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$27,945,484	40.2%
Program Services	$32,939,843	47.4%
Investment Income	$6,940,921	10.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$149,227	0.2%
Net Inventory Sales	$0
Other Revenue	$1,468,067	2.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$4,154,648	5.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$18,390,212	25.0%

Assets/Debt
Total Assets	$691,780,333
Total Liabilities	$540,111,190
Net Assets	$151,669,143

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Ellis Carr (President & Ceo)	$862,564	$0	$39,208
Natalie Gunn (Chief Financial Officer)	$440,449	$0	$63,398
Raymond Guthrie (Chief Investment Officer)	$429,245	$0	$69,917
Brian Mcevoy (General Counsel)	$360,194	$0	$82,038
Matthew Wehland (Chief Operating Officer)	$349,095	$0	$45,520
Karla Gill (Chief Technology Officer)	$334,830	$0	$37,949
Jaret Dinard Ings (Senior Director Of Finance)	$319,757	$0	$73,173
Kim Dorsett (Chief Human Resource's Officer)	$308,457	$0	$56,354
Malinda Christensen (Svp, Community Development)	$292,003	$0	$40,693
Lauren Counts (Sr Dir, Head Of National Programs)	$285,405	$0	$23,707
Lisa Grammer (Controller)	$253,199	$0	$52,880
Jason Anderson (Senior Director, Marketing)	$246,424	$0	$52,352
Masouda Omar (Head Of Small Bus & Comm Dev Cr)	$234,286	$0	$40,680
Kurt Chilcott (Director/Consultant)	$212,500	$0	$0
Jennifer Smith Dolin (Director)	$6,250	$0	$0
Gary Cunningham (Director)	$6,250	$0	$0
Pedro Goitia (Director)	$5,000	$0	$0
Oswaldo Acosta (Director)	$5,000	$0	$0
Dan Varner (Director)	$5,000	$0	$0
Rick Benito (Director)	$5,000	$0	$0
Erik Caldwell (Director)	$5,000	$0	$0
Alaina Beverly (Director)	$5,000	$0	$0
Casey Fannon (Director)	$5,000	$0	$0
Gail Markulin (Director)	$5,000	$0	$0
Tyler Orion (Director)	$5,000	$0	$0
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990

Filed on Sept. 26, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

Capital Impact Partners

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Fiscal Year Ending Dec.
2022

Revenue

$62,753,327

Expenses

$58,408,239

Net Income

$4,345,088

Net Assets

$164,996,748

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$25,666,588	40.9%
Program Services	$35,212,138	56.1%
Investment Income	$2,821,918	4.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$1,751,276
Net Inventory Sales	$0
Other Revenue	$803,959	1.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,443,649	5.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$16,962,443	29.0%

Assets/Debt
Total Assets	$583,801,509
Total Liabilities	$418,804,761
Net Assets	$164,996,748

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Ellis Carr (President & Ceo)	$693,114	$0	$36,067
Natalie Gunn (Chief Financial Officer)	$396,827	$0	$31,617
Raymond Guthrie (Chief Investment Officer)	$372,095	$0	$69,916
Kurt Chilcott (Director/Consultant)	$322,500	$0	$0
Brian Mcevoy (General Counsel)	$316,032	$0	$77,933
Kim Dorsett (Chief Human Resource Offic)	$276,554	$0	$74,668
Matthew Wehland (Chief Operating Officer)	$247,773	$0	$40,734
Jaret Dinard Ings (Senior Director Of Finance)	$240,861	$0	$66,790
Scott Berman (Senior Director, External Affairs)	$240,029	$0	$43,591
Lauren Counts (Senior Director, Head Of N)	$231,181	$0	$22,289
Jason Anderson (Senior Director, Marketing)	$226,862	$0	$56,296
Lisa Grammer (Controller)	$224,727	$0	$77,200
Ted Silva (Senior Director, Legal Services)	$193,690	$0	$72,984
Karla Gill (Chief Technology Officer)	$109,321	$0	$8,347
Pedro Goitia (Director)	$5,000	$0	$0
Oswaldo Acosta (Director)	$5,000	$0	$0
Jennifer Smith Dolin (Director)	$5,000	$0	$0
Dan Varner (Director)	$5,000	$0	$0
Erik Caldwell (Director)	$5,000	$0	$0
Alaina Beverly (Director)	$5,000	$0	$0
Gail Markulin (Director)	$5,000	$0	$0
Lauren Tyler Orion (Director)	$5,000	$0	$0
Tom Topuzes (Director)	$5,000	$0	$0
L Ray Moncrief (Director)	$3,750	$0	$0
Rick Beniito (Director)	$3,750	$0	$0
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990

Filed on Oct. 5, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$55,782,044

Expenses

$40,630,316

Net Income

$15,151,728

Net Assets

$168,893,714

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$30,485,802	54.7%
Program Services	$23,437,416	42.0%
Investment Income	$1,091,910	2.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$587,442	1.1%
Net Inventory Sales	$0
Other Revenue	$179,474	0.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,019,412	7.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$11,629,621	28.6%

Assets/Debt
Total Assets	$600,473,548
Total Liabilities	$431,579,834
Net Assets	$168,893,714

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Ellis Carr (President & Ceo)	$725,300	$0	$34,203
Natalie Gunn (Chief Financial/Administra)	$461,411	$0	$34,974
Diane Borradaile (Chief Lending Officer)	$337,515	$0	$31,596
Kim Dorsett (Chief Human Resource Offic)	$292,399	$0	$48,233
Brian Mcevoy (General Counsel)	$274,183	$0	$11,900
Jaret Dinard Ings (Senior Director Of Finance)	$254,768	$0	$40,988
Lisa Grammer (Controller)	$230,684	$0	$44,404
Scott Berman (Dept. Director)	$230,520	$0	$32,426
Lauren Counts (Senior Director, Head Of N)	$229,481	$0	$20,432
Jason Anderson (Senior Director, Marketing, Communications & Brand)	$213,540	$0	$37,814
Kurt Chilcott (Director/Consultant)	$211,250	$691,892	$19,097
Matthew Wehland (Senior Director Of Lending)	$207,368	$0	$28,519
Raymond Guthrie (Head Of Investments)	$181,290	$0	$16,901
Pedro Goitia (Director)	$5,000	$0	$0
Jennifer Smith Dolin (Director)	$5,000	$0	$0
L Ray Moncrief (Director)	$5,000	$0	$0
Alaina Beverly (Director)	$5,000	$0	$0
Casey Fannon (Director)	$5,000	$0	$0
Gail Markulin (Director)	$5,000	$0	$0
Dan Varner (Director)	$3,750	$0	$0
Rick Beniito (Director)	$3,750	$0	$0
Erik Caldwell (Director)	$3,750	$0	$0
Lauren Tylor Orion (Director)	$3,750	$0	$0
Frank Robinson (Director)	$3,750	$0	$0
Tom Topuzes (Director)	$3,750	$0	$0
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990

Filed on Sept. 26, 2022

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Audit

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Fiscal Year Ending Dec.
2020

Revenue

$55,060,420

Expenses

$38,351,055

Net Income

$16,709,365

Net Assets

$155,037,971

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$29,250,083	53.1%
Program Services	$24,452,752	44.4%
Investment Income	$829,625	1.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$180,656	0.3%
Net Inventory Sales	$0
Other Revenue	$347,304	0.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,127,440	5.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$10,911,535	28.5%

Assets/Debt
Total Assets	$609,347,116
Total Liabilities	$454,309,145
Net Assets	$155,037,971

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Ellis Carr (President & Ceo)	$484,462	$0	$33,846
Natalie Gunn (Chief Financial/Administra)	$298,985	$0	$35,309
Diane Borradaile (Chief Lending Officer)	$270,447	$0	$33,133
Scott Berman (Dept. Director)	$220,802	$0	$31,315
Danielle Graceffa (Interim General Counsel)	$220,307	$0	$41,247
Lisa Grammer (Controller)	$206,548	$0	$42,602
Carolyn K Bauer (Chief Risk Officer)	$203,648	$0	$19,559
Lauren Counts (Senior Director, Head Of National Programs)	$202,922	$0	$19,742
Matthew Wehland (Senior Director Of Lending Operations)	$201,459	$0	$25,291
Kim Dorsett (Cheif Human Resource Officers)	$195,781	$0	$42,047
Jaret Dinard Ings (Senior Director Of Finance And Treasurer)	$184,723	$0	$16,699
Pedro Goitia (Director)	$6,250	$0	$0
Alaina Beverly (Director)	$5,000	$0	$0
Eli Kennedy (Director)	$4,750	$0	$0
Jennifer Smith Dolin (Director)	$4,500	$0	$0
Paul Hazen (Director)	$4,500	$0	$0
Wilson Beebejr (Director)	$4,500	$0	$0
Casey Fannon (Director)	$4,500	$0	$0
David Vliet (Director)	$4,500	$0	$0
Gail Markulin (Director)	$3,750	$0	$0
L Ray Moncrief (Director)	$2,500	$0	$0
Dan Varner (Director)	$2,500	$0	$0

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990

Filed on Oct. 5, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$33,670,577

Expenses

$35,434,432

Net Income

-$1,763,855

Net Assets

$134,323,404

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$4,687,574	13.9%
Program Services	$25,105,067	74.6%
Investment Income	$3,653,545	10.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$116,713	0.3%
Net Inventory Sales	$0
Other Revenue	$107,678	0.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,924,968	5.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$8,703,920	24.6%

Assets/Debt
Total Assets	$595,737,995
Total Liabilities	$461,414,591
Net Assets	$134,323,404

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Ellis Carr (President & Ceo)	$483,918	$0	$33,115
Natalie Gunn (Chief Financial/Administra)	$355,075	$0	$31,847
Diane Borradaile (Chief Lending Officer)	$312,055	$0	$30,933
Amy Sue Leavens (General Counsel And Chief)	$309,333	$0	$24,349
Carolyn K Bauer (Chief Risk Officer)	$289,166	$0	$25,177
Scott Berman (Dept. Director)	$221,556	$0	$25,860
Lisa Grammer (Controller)	$202,373	$0	$26,596
Danielle Graceffa (Dept. Director)	$198,050	$0	$29,207
Theodore Silva (Dept. Director)	$195,725	$0	$26,110
Dan Varner (Director)	$4,000	$0	$0
Alaina Beverly (Director)	$4,000	$0	$0
Gail Markulin (Director)	$4,000	$0	$0
Pedro Goitia (Director)	$3,000	$0	$0
Eli Kennedy (Director)	$3,000	$0	$0
Paul Hazen (Director)	$2,000	$0	$0
Wilson Beebejr (Director)	$2,000	$0	$0
Casey Fannon (Director)	$2,000	$0	$0
Domingo Rodriguez (Director)	$2,000	$0	$0
David Vliet (Director)	$2,000	$0	$0
Jennifer Smith Dolin (Director)	$1,000	$0	$0
Mary Ann Rothman (Director)	$1,000	$0	$0

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990

Filed on Aug. 12, 2020

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

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Fiscal Year Ending Dec.
2018

Revenue

$44,454,555

Expenses

$31,964,879

Net Income

$12,489,676

Net Assets

$134,892,379

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$16,576,230	37.3%
Program Services	$25,750,330	57.9%
Investment Income	$2,171,959	4.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$50,907
Net Inventory Sales	$0
Other Revenue	$6,943	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,103,537	6.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$8,445,723	26.4%

Assets/Debt
Total Assets	$532,644,184
Total Liabilities	$397,751,805
Net Assets	$134,892,379

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Ellis Carr (President & Ceo)	$452,849	$0	$37,000
Natalie Gunn (Chief Financial/Administrative Officer)	$324,721	$0	$40,201
Scott Sporte (Chief Strategy And Innovation Officer)	$319,463	$0	$38,458
Amy Sue Leavens (General Counsel And Chief Compliance Officer)	$289,631	$0	$23,954
Carolyn K Bauer (Chief Risk Officer)	$287,253	$0	$37,000
Virginie Arnaud Lepape (Dept. Director)	$217,090	$0	$23,923
Scott Berman (Dept. Director)	$207,961	$0	$31,281
Lisa Grammer (Controller)	$203,387	$0	$18,324
Diane Borradaile (Chief Lending Officer)	$198,949	$0	$24,060
Danielle Graceffa (Dept. Director)	$189,955	$0	$28,589
Theodore Silva (Dept. Director)	$188,825	$0	$29,855
Pedro Goitia (Director)	$4,000	$0	$0
Dan Varner (Director)	$4,000	$0	$0
Eli Kennedy (Director)	$3,000	$0	$0
Rosemary K Mahoney (Director)	$2,000	$0	$0
Mary Ann Rothman (Director)	$2,000	$0	$0
Paul Hazen (Director)	$2,000	$0	$0
Wilson Beebe (Director)	$2,000	$0	$0
Alaina Beverly (Director)	$2,000	$0	$0
Domingo Rodriguez (Director)	$2,000	$0	$0
Charles E Snyder (Director)	$1,000	$0	$0
Janis Herschkowitz (Director)	$1,000	$0	$0
Casey Fannon (Director)	$1,000	$0	$0
David Vliet (Director)	$1,000	$0	$0
Gail Markulin (Director)	$1,000	$0	$0
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990

Filed on Nov. 14, 2019

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

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Fiscal Year Ending Dec.
2017

Revenue

$23,898,985

Expenses

$28,564,582

Net Income

-$4,665,597

Net Assets

$120,980,474

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,014,600	4.2%
Program Services	$21,532,970	90.1%
Investment Income	$1,047,881	4.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$303,534	1.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,162,987	7.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$7,953,462	27.8%

Assets/Debt
Total Assets	$461,121,437
Total Liabilities	$340,140,963
Net Assets	$120,980,474

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Terry Simonette (Former President & Ceo)	$552,573	$0	$0
Ellis Carr (President & Ceo)	$468,913	$0	$35,524
Scott Sporte (Chief Lending Officer)	$354,199	$0	$38,457
Natalie Gunn (Chief Financial Officer)	$320,861	$0	$40,201
Carolyn K Bauer (Chief Risk Officer)	$307,769	$0	$24,751
Amy Sue Leavens (General Counsel)	$301,192	$0	$23,954
Virginie Arnaud Lepape (Dept. Director)	$222,017	$0	$23,923
Scott Berman (Dept. Director)	$212,414	$0	$31,280
Lisa Grammer (Controller)	$203,387	$0	$18,324
Franklin D Fasano Jr (Chief Information Officer)	$198,606	$0	$24,059
Theodore Silva (Dept. Director)	$186,739	$0	$29,854
Danielle Graceffa (Dept. Director)	$184,530	$0	$28,589
Rosemary K Mahoney (Director)	$4,000	$0	$0
Eli Kennedy (Director)	$4,000	$0	$0
Dan Varner (Director)	$3,000	$0	$0
Pedro Goitia (Director)	$2,000	$0	$0
Charles E Snyder (Director)	$2,000	$0	$0
Thomas Walsh (Director)	$2,000	$0	$0
Mary Ann Rothman (Director)	$2,000	$0	$0
Paul Hazen (Director)	$2,000	$0	$0
Wilson Beebe (Director)	$2,000	$0	$0
Janis Herschkowitz (Director)	$1,500	$0	$0
Dana Pancrazi (Director)	$0	$0	$0
Tom Bledsoe (Director)	$0	$0	$0

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990

Filed on Nov. 8, 2018

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Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

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Fiscal Year Ending Dec.
2016

Revenue

$25,165,702

Expenses

$24,751,793

Net Income

$413,909

Net Assets

$128,361,429

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$8,411,739	33.4%
Program Services	$15,875,880	63.1%
Investment Income	$267,059	1.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$611,024	2.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,836,000	11.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$7,896,932	31.9%

Assets/Debt
Total Assets	$293,673,217
Total Liabilities	$165,311,788
Net Assets	$128,361,429

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Terry Simonette (Former President & Ceo)	$719,116	$0	$27,820
Ellis Carr (President & Ceo)	$413,307	$0	$30,815
Scott Sporte (Chief Lending Officer)	$341,956	$0	$44,198
Carolyn K Bauer (Chief Risk Officer)	$304,316	$0	$24,429
Amy Sue Leavens (General Counsel)	$298,765	$0	$20,422
Franklin D Fasano Jr (Chief Information Officer)	$274,302	$0	$46,422
Natalie Gunn (Chief Financial Officer)	$250,686	$0	$14,946
Virginia Arnaud Lepape (Dept. Director)	$218,113	$0	$21,910
Scott Berman (Dept. Director)	$209,343	$0	$26,916
Lisa Grammer (Controller)	$196,276	$0	$17,574
Ateptaya Rakpraja (Dept. Director)	$190,782	$0	$24,237
Jason Anderson (Dept. Director)	$187,602	$0	$19,500
Rosemary K Mahoney (Director)	$4,000	$0	$0
Eli Kennedy (Director)	$4,000	$0	$0
Dan Varner (Director)	$4,000	$0	$0
Thomas Walsh (Director)	$3,000	$0	$0
Janis Herschkowitz (Director)	$2,000	$0	$0
Charles E Snyder (Director)	$2,000	$0	$0
Mary Ann Rothman (Director)	$2,000	$0	$0
Wilson Beebe (Director)	$1,000	$0	$0
L Ray Moncrief (Director)	$1,000	$0	$0
Paul Hazen (Director)	$1,000	$0	$0
Judy Ziewacz (Director)	$500	$0	$0
Tom Bledsoe (Director)	$0	$0	$0
Dana Pancrazi (Director)	$0	$0	$0

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990

Filed on Nov. 13, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

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Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2015

Revenue

$21,426,105

Expenses

$30,250,820

Net Income

-$8,824,715

Net Assets

$127,044,993

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$3,693,789	17.2%
Program Services	$17,216,179	80.4%
Investment Income	$172,179	0.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$343,958	1.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,404,134	7.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$8,873,375	29.3%

Assets/Debt
Total Assets	$251,385,700
Total Liabilities	$124,340,707
Net Assets	$127,044,993

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Terry Simonette (President & Ceo)	$659,638	$0	$47,336
Ellis Carr (Chief Financial Officer)	$352,836	$0	$30,775
Scott Sporte (Chief Lending Officer)	$325,543	$0	$43,031
Carolyn K Bauer (Chief Risk Officer)	$284,791	$0	$28,090
Amy Sue Leavens (General Counsel)	$279,738	$0	$25,824
Franklin D Fasano Jr (Chief Information Officer)	$256,619	$0	$44,914
Natalie Gunn (Controller)	$208,324	$0	$14,516
Virginia Arnaud Lepape (Dept. Director)	$199,549	$0	$20,729
Lisa Grammer (Finance Director)	$183,261	$0	$19,175
Ateptaya Rakpraja (Dept. Director)	$183,245	$0	$23,151
Scott Brown (Dept. Director)	$180,018	$0	$33,868
Rosemary K Mahoney (Director)	$4,000	$0	$0
Thomas Walsh (Director)	$4,000	$0	$0
Eli Kennedy (Director)	$3,000	$0	$0
Dan Varner (Director)	$3,000	$0	$0
Janis Herschkowitz (Director)	$2,000	$0	$0
Lray Moncrief (Director)	$2,000	$0	$0
Charles E Snyder (Director)	$2,000	$0	$0
Judy Ziewacz (Director)	$2,000	$0	$0
Jane Garcia (Former Director)	$1,000	$0	$0
Stephanie Mchenry (Director)	$1,000	$0	$0
Mary Ann Rothman (Director)	$1,000	$0	$0
Thomas Bledsoe (Director)	$0	$0	$0
Dana Pancrazi (Director)	$0	$0	$0

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990

Filed on Nov. 1, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2014

Revenue

$34,696,546

Expenses

$26,896,392

Net Income

$7,800,154

Net Assets

$136,784,401

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$17,783,870	51.3%
Program Services	$16,473,217	47.5%
Investment Income	$409,513	1.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$110,288
Net Inventory Sales	$0
Other Revenue	$140,234	0.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,886,065	7.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$8,497,583	31.6%

Assets/Debt
Total Assets	$243,113,575
Total Liabilities	$106,329,174
Net Assets	$136,784,401

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Terry Simonette (President & Ceo)	$533,938	$0	$51,248
Ellis Carr (Chief Financial Officer)	$253,326	$0	$28,644
Scott Sporte (Chief Lending Officer)	$241,139	$0	$42,327
Carolyn K Bauer (Chief Risk Officer)	$215,176	$0	$27,425
Amy Sue Leavens (General Counsel)	$211,412	$0	$25,204
David Farrell (Dept. Director)	$200,593	$0	$36,510
Franklin D Fasano Jr (Chief Information Officer)	$191,595	$0	$41,631
Natalie Gunn (Dept. Director)	$175,056	$0	$18,234
Susan Frazier (Dept. Director)	$160,665	$0	$24,615
Scott Brown (Dept. Director)	$160,665	$0	$19,591
Lisa Grammer (Dept. Director)	$155,601	$0	$18,977
Rosemary K Mahoney (Director)	$4,000	$0	$0
Eli Kennedy (Director)	$4,000	$0	$0
Thomas Walsh (Director)	$3,000	$0	$0
Jane Garcia (Director)	$2,000	$0	$0
Janis Herschkowitz (Director)	$2,000	$0	$0
Stephanie Mchenry (Director)	$2,000	$0	$0
Lray Moncrief (Director)	$2,000	$0	$0
Charles E Snyder (Director)	$2,000	$0	$0
Judy Ziewacz (Director)	$2,000	$0	$0
Thomas Bledsoe (Director)	$0	$0	$0
Dana Pancrazi (Director)	$0	$0	$0

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990

Filed on Nov. 5, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$27,723,629

Expenses

$24,292,135

Net Income

$3,431,494

Net Assets

$128,690,536

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$11,125,036	40.1%
Program Services	$16,400,627	59.2%
Investment Income	$184,185	0.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$51,208
Net Inventory Sales	$0
Other Revenue	$64,989	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,073,777	8.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$7,009,592	28.9%

Assets/Debt
Total Assets	$224,983,464
Total Liabilities	$96,292,928
Net Assets	$128,690,536

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$25,603,906

Expenses

$21,580,465

Net Income

$4,023,441

Net Assets

$125,321,984

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$9,433,472	36.8%
Program Services	$16,036,651	62.6%
Investment Income	$130,810	0.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$127,325
Net Inventory Sales	$0
Other Revenue	$130,298	0.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,402,858	11.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$6,343,777	29.4%

Assets/Debt
Total Assets	$197,259,813
Total Liabilities	$71,937,829
Net Assets	$125,321,984

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$25,659,065

Expenses

$20,061,689

Net Income

$5,597,376

Net Assets

$120,392,656

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$9,108,350	35.5%
Program Services	$16,397,357	63.9%
Investment Income	$116,789	0.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$5,418
Net Inventory Sales	$0
Other Revenue	$41,987	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,010,490	10.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$6,634,881	33.1%

Assets/Debt
Total Assets	$186,533,367
Total Liabilities	$66,140,711
Net Assets	$120,392,656

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Revenue

$37,420,518

Expenses

$20,453,111

Net Income

$16,967,407

Net Assets

$114,124,408

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$22,309,564	59.6%
Program Services	$15,176,244	40.6%
Investment Income	$92,456	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$217,093
Net Inventory Sales	$0
Other Revenue	$59,347	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,404,620	6.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$5,791,813	28.3%

Assets/Debt
Total Assets	$186,318,928
Total Liabilities	$72,194,520
Net Assets	$114,124,408

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Capital Impact Partners

Organization summary

Type of Nonprofit

Details

Summary charts: organization finances over time

Revenue $69.4M (2023)

Expenses $73.6M (2023)

Total Assets $692M (2023)

Total Liabilities $540M (2023)

Tax Filings and Audits by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Audit

Audit

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Audit

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Audit

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Audit

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

990-T

Audit

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

990-T

Audit

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Audit

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Audit

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Revenue

$69.4M (2023)

Expenses

$73.6M (2023)

Total Assets

$692M (2023)

Total Liabilities

$540M (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001