Nonprofit · EIN 58-1562750
SELF HELP VENTURES FUND
Also known as ENGLEWOOD INVESTMENT CORPORATION
Tax-exempt · DURHAM, NC 27701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $189,217,541 | $68,586,121 | $120,631,420 | $3,447,735,170 | $2,692,140,282 | $755,594,888 |
| December 31, 2023 | 990 | $67,731,085 | $57,501,791 | $10,229,294 | $1,032,930,060 | $391,922,186 | $641,007,874 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $113,641,956
- of which government grants
- $200,000
- Program service revenue
- $63,403,106
- Investment income
- $11,802,563
- Net rental income
- $369,916
- Net gain from sales of assets
- -$1,404
- Other revenue
- $369,916
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $151,796
- Accounting fees
- $121,246
- Occupancy
- $1,080,333
- Travel
- $972,108
- Depreciation
- $8,366,242
- Program services (functional)
- $51,452,647
- Management and general (functional)
- $17,133,474
Balance sheet and other
- Total assets, start of year
- $1,032,930,060
- Total assets, end of year
- $3,447,735,170
- Total liabilities, end of year
- $2,692,140,282
- Net assets, end of year
- $755,594,888
- Land, buildings and equipment
- $238,613,657
- Publicly traded securities
- $123,352,288
- Net assets without donor restrictions
- $666,090,352
- Net assets with donor restrictions
- $89,504,536
- Gross receipts
- $191,159,726
- Employees
- 0
- Year formed
- 1984
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Russel Hagen | Manager Transition Exec Highest-paid employee | 0 | $0 | $161,597 | $10,634 |
| Sarah Brennan | Structured Finance Sector Leader Highest-paid employee | 0 | $0 | $139,769 | $26,974 |
| Mary Abad | Sr Commercial Lending Underwriter Highest-paid employee | 0 | $0 | $134,516 | $30,206 |
| Athena Eng | Manager Benefits & Payroll Highest-paid employee | 0 | $0 | $140,502 | $23,634 |
| Lillian Steponaitis | Director Special Projects Highest-paid employee | 0 | $0 | $136,541 | $24,476 |
| Randy Chambers | TreasurerSecretary Officer | 0 | $0 | $101,573 | $41,313 |
| Martin Eakes | CEODirector Trustee or director, Officer | 0 | $0 | $100,961 | $35,827 |
| Amanda Frazier Wong | President Officer | 0 | $0 | $106,202 | $26,705 |
| Robert Schall | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Catherine Clark | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Matthew Hobbs | DirectorChair Trustee or director | 0.5 | $0 | $0 | $0 |
| Elbert Avery | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Marla Bilonick | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Tara Kenchen | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Ronn Stewart | Director Trustee or director | 0.5 | $0 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lynne Walker | Director Trustee or director | 0.5 | $0 |
| Duanne Andrade | Diretor Trustee or director | 0.5 | $0 |
| Ajulo Othow | Director Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Russel Hagen | Manager Transition Ex Highest-paid employee | 0 | $0 | $158,143 | $19,402 |
| Jeremy Hofer | Commercial Lending Sector Lea Highest-paid employee | 0 | $0 | $118,778 | $25,889 |
| Lillian Steponaitis | Director Special Projects Highest-paid employee | 0 | $0 | $122,543 | $18,686 |
| Jorge Lopez Colunga | Business Development Officer Highest-paid employee | 0 | $0 | $120,652 | $18,516 |
| Randy Chambers | TreasurerSecretary Officer | 0 | $0 | $96,777 | $40,752 |
| Machika Smyzer Stewart | Director Talent Management Highest-paid employee | 0 | $0 | $120,920 | $12,045 |
| Martin Eakes | CEODirector Trustee or director, Officer | 0 | $0 | $97,699 | $33,733 |
| Amanda Frazier Wong | President Officer | 0 | $0 | $103,963 | $22,784 |
| Jean Pudlo | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Lynne Walker | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Ajulo Othow | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Duanne Andrade | Diretor Trustee or director | 0.5 | $0 | $0 | $0 |
| Matthew Hobbs | DirectorChair Trustee or director | 0.5 | $0 | $0 | $0 |
| Elbert Avery | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Robert Schall | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Catherine Clark | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Marla Bilonick | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Mark Korell | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Ronn Stewart | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| James H Sills III | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Tara Kenchen | Director Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 301 W MAIN ST, DURHAM, NC 27701-3215
- In care of
- % AMANDA FRAZIER WONG
- Principal officer (990 for 2024)
- Amanda Frazier Wong, 301 West Main Street, Durham, NC 27701
- Signed the 990
- AMANDA FRAZIER WONG, President
- Website
- www.self-help.org
Mission
Self-Help Ventures Funds mission is to create and protect ownership and economic opportunity for all, especially people of color, women, rural residents and low-wealth families and communities.
Program accomplishments
- Economic development through the renovation of historic buildings, construction of new buildings in distressed communities. Providing quality, affordable retail, community facilities and commercial rental space to revitalize and stabilize distressed communities.Economic development through provision of rental property in distressed and blighted areas, Total beneficiaries = approximately 6,767Expenses $33,771,216 · revenue $19,496,080
- Loans to and investments in community development projects (a) employing low-income and unemployed persons; (b) in low-income, rural and distressed communities; and (c) involving charitable organizations. Total beneficiaries = approximately 1,652Expenses $13,711,280 · revenue $25,724,375
- Facilitation of a secondary market at reasonable rates on a substainable basis for home mortgages made to low-income and other traditionally underserved home buyers to make homeownership more widely available to these families. Total beneficiaries = approximately 17,685Expenses $3,970,151 · revenue $18,182,651
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 58-1562750
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1984
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S310)
- Assets (IRS master file)
- $3,447,735,170
- Income (IRS master file)
- $191,159,726
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $189,217,541 | $68,586,121 | $3,447,735,170 | IRS |
| 990 | December 2023 | $67,731,085 | $57,501,791 | $1,032,930,060 | XML |
| 990 | December 2022 | $95,498,767 | $43,396,272 | $1,009,821,673 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-1562750).
Questions about SELF HELP VENTURES FUND
- What is the EIN of SELF HELP VENTURES FUND?
- The employer identification number (EIN) of SELF HELP VENTURES FUND is 58-1562750.
- Is SELF HELP VENTURES FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to SELF HELP VENTURES FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SELF HELP VENTURES FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SELF HELP VENTURES FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SELF HELP VENTURES FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SELF HELP VENTURES FUND?
- The 990 for the year ended December 31, 2024 names Amanda Frazier Wong.
- Who are the officers and directors of SELF HELP VENTURES FUND?
- The 990 for the year ended December 31, 2024 lists 18 people; 0 received compensation from the organization.
- How much revenue does SELF HELP VENTURES FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $189,217,541, expenses of $68,586,121 and total assets of $3,447,735,170 at year end.
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