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Nonprofiteer
← SELF HELP VENTURES FUND

Form 990 for tax year 2024

Filed by SELF HELP VENTURES FUND.

Totals

Total revenue
$189,217,541
Total expenses
$68,586,121
Contributions and grants received
$113,641,956
Grants paid
$0
Program service revenue
$63,403,106
Investment income
$11,802,563
Other revenue
$369,916
Total assets, end of year
$3,447,735,170
Total liabilities, end of year
$2,692,140,282
Net assets or fund balances, end of year
$755,594,888
Program services expenses (Part IX)
$51,452,647
Management and general expenses
$17,133,474
Fundraising expenses
$0
Program service expenses (Part III)
$51,452,647

Program services were 75.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Russel Hagen

    Manager Transition Exec

    Total calculated
    $172,231
    From this org
    $0
    From related orgs
    $161,597
    Other
    $10,634
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $161,597 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $10,634 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $172,231 related

  • Sarah Brennan

    Structured Finance Sector Leader

    Total calculated
    $166,743
    From this org
    $0
    From related orgs
    $139,769
    Other
    $26,974
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $139,769 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $26,974 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $166,743 related

  • Mary Abad

    Sr Commercial Lending Underwriter

    Total calculated
    $164,722
    From this org
    $0
    From related orgs
    $134,516
    Other
    $30,206
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $134,516 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $30,206 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $164,722 related

  • Athena Eng

    Manager Benefits & Payroll

    Total calculated
    $164,136
    From this org
    $0
    From related orgs
    $140,502
    Other
    $23,634
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $140,502 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $23,634 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $164,136 related

  • Lillian Steponaitis

    Director Special Projects

    Total calculated
    $161,017
    From this org
    $0
    From related orgs
    $136,541
    Other
    $24,476
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $136,541 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $24,476 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $161,017 related

  • Randy Chambers

    TreasurerSecretary

    Total calculated
    $142,886
    From this org
    $0
    From related orgs
    $101,573
    Other
    $41,313
    Hours/week
    0 + 40 related

  • Martin Eakes

    CEODirector

    Total calculated
    $136,788
    From this org
    $0
    From related orgs
    $100,961
    Other
    $35,827
    Hours/week
    0 + 40 related

  • Amanda Frazier Wong

    President

    Total calculated
    $132,907
    From this org
    $0
    From related orgs
    $106,202
    Other
    $26,705
    Hours/week
    0 + 40 related

  • Robert Schall

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Catherine Clark

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Matthew Hobbs

    DirectorChair

    Total calculated
    $0
    Hours/week
    0.5

  • Elbert Avery

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Marla Bilonick

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Tara Kenchen

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Ronn Stewart

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Lynne Walker

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Duanne Andrade

    Diretor

    Total calculated
    $0
    Hours/week
    0.5

  • Ajulo Othow

    Director

    Total calculated
    $0
    Hours/week
    0.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • Maplewood Partners LLC

    Related · affordable housing · NC · 3.3% owned · general or managing partner

    Directly controlled by Self-Help Housing Inc

  • Historic Revolution Manager LLC

    Related · historic building · NC · 95% owned · share of income -$66,590 · share of assets $11,840,748 · general or managing partner

    Directly controlled by Self-Help Historic Properties

  • Historic Revolution Tenant LLC

    Related · historic building · NC · 95% owned · share of income $7,398,185 · share of assets $76,071,948 · general or managing partner

    Directly controlled by Historic Revolution Manager LLC

  • Historic Revolution LLC

    Related · historic building · NC · 39% owned · share of income $1,587,616 · share of assets $29,764,469 · general or managing partner

    Directly controlled by Self-Help Historic Properties

  • SHHP Holloway LLC

    Related · historic building · NC · 95% owned · share of income $588,014 · share of assets $9,591,691 · general or managing partner

    Directly controlled by Self-Help Historic Properties

  • SHVF Mill House Manager LLC

    Related · historic building · NC · 1% owned · share of income $1,640 · share of assets $178,981 · general or managing partner

    Directly controlled by Self-Help Historic Properties

  • SHVF Mill House Tenant LLC

    Related · historic building · NC · 1% owned · share of income $15,333 · share of assets $275,794 · general or managing partner

    Directly controlled by SHVF Mill House Manager LLC

  • SHVF Beacon Point LLC

    Related · affordable housing · NC · 95% owned · share of income $402,393 · share of assets $22,899,934 · general or managing partner

    Directly controlled by Self-Help Ventures Fund

  • Self-Help New Markets 15 LLC

    Related · charitable loans · NC · 1% owned · share of income $838 · share of assets $70,007 · general or managing partner

    Directly controlled by Self-Help Manager LLC

  • Self-Help New Markets 16 LLC

    Related · charitable loans · NC · 1% owned · share of income $1,438 · share of assets $40,121 · general or managing partner

    Directly controlled by Self-Help Manager LLC

  • Self-Help New Markets 17 LLC

    Related · charitable loans · NC · 1% owned · share of income $1,059 · share of assets $80,280 · general or managing partner

    Directly controlled by Self-Help Manager LLC

  • Willard Street Developer LLC

    Related · affordable housing · NC · 10% owned

    Directly controlled by DHIC Inc

  • Willard Street Manager LLC

    Related · affordable housing · NC · 10% owned

    Directly controlled by DHIC Inc

  • Ashton Place Housing LLC

    Related · affordable housing · NC · 0% owned

    Directly controlled by Ashton Place Managing Member LLC

  • Ashton Place Managing Member LLC

    Related · affordable housing · NC · 50% owned

    Directly controlled by DHIC Inc

  • Ashton Place Developer LLC

    Related · affordable housing · NC · 50% owned

    Directly controlled by DHIC Inc

  • Hardee Street Housing LLC

    Related · affordable housing · NC · 0% owned

    Directly controlled by Hardee Street Managing Member LLC

  • Hardee Street Developer LLC

    Related · affordable housing · NC · 50% owned

    Directly controlled by DHIC Inc

  • Hardee Street Managing Member LLC

    Related · affordable housing · NC · 50% owned

    Directly controlled by DHIC Inc

  • Willard Street LLC

    Related · affordable housing · NC · 0% owned

    Directly controlled by Willard Street Manager LLC

  • Self-Help New Markets 18 LLC

    Related · charitable loans · NC · 1% owned · share of income $1,556 · share of assets $130,338 · general or managing partner

    Directly controlled by Self-Help Manager LLC

  • Self-Help New Markets 19 LLC

    Related · charitable loans · NC · 1% owned · share of income $1,064 · share of assets $110,338 · general or managing partner

    Directly controlled by Self-Help Manager LLC

  • Self-Help New Markets 20 LLC

    Related · charitable loans · NC · 1% owned · share of income $1,075 · share of assets $100,010 · general or managing partner

    Directly controlled by Self-Help Manager LLC

  • Self-Help New Markets 21 LLC

    Related · charitable loans · NC · 1% owned · general or managing partner

    Directly controlled by Self-Help Manager LLC

  • Self-Help New Markets 22 LLC

    Related · charitable loans · NC · 1% owned · general or managing partner

    Directly controlled by Self-Help Manager LLC

  • 4539 E Cesar Chavez LLC

    Related · affordable housing · CA · 90% owned · share of assets $1,228,179

    Directly controlled by Inclusive Action for the City

  • 3130 Arvia LLC

    Related · affordable housing · CA · 75% owned · share of assets $903,525

    Directly controlled by La Mas

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
Filed
6 November 2025
IRS schema version
2024v5.2
Source object
202533109349301878

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