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Trufund Financial Services Inc

Learn about this cause: What are the reviews? Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 593814814 ✦ New york, NY ✦ Designated as a 501(c)(3)

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Overview

What is Trufund Financial Services Inc?

Trufund Financial Services Inc is a New York-based financial organization situated at 39 West 37th Street, 7th Floor, with a mission to support small businesses and non-profit entities within low-income communities. Historically disadvantaged populations, including minority and women-owned business enterprises, are their primary focus, as they often face challenges in accessing financial services from mainstream institutions. Trufund's activities involve providing financing and technical assistance to these organizations. Their mission aims to foster economic development and uplift underprivileged communities. The company employs a team of 55 individuals dedicated to this purpose.


Official website here: www.trufund.org

What are the reviews and ratings of this charity?

Charity Navigator rating: 79%, Three-Star out of Four Star rating.

TruFund Financial Services Inc has received a Three-Star rating from Charity Navigator, indicating a solid performance in terms of accountability and finance. The organization scored exceptionally well in areas such as board independence, with 100% of its board members being independent, along with a well-structured audit and oversight committee. These factors contribute positively to its overall accountability.

However, while the organization demonstrates strong governance practices, its financial ratios reveal some areas for improvement. The program expense ratio sits at 63.12%, which suggests that a lower proportion of their expenditures goes directly toward programs compared to administrative costs. Additionally, the liabilities to assets ratio of 60.36% raises some concerns about its financial sustainability in the long term.

In terms of leadership compensation, the salaries of key personnel are significant, with the CEO earning $365,554. This may raise questions among donors regarding the allocation of resources. Overall, while TruFund Financial Services Inc shows good governance and transparency, stakeholders may want to consider the financial ratios and personnel compensation when assessing the organization's efficiency and effectiveness.


This AI summary has been generated from information found on Charity Navigator.

Is Trufund Financial Services Inc legitimate?

Trufund Financial Services Inc is a legitimate nonprofit organization registered as a 501(c)(3) entity. Trufund Financial Services Inc submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $882,011
Professional Fundraising Fees: $0
Other Salaries and Wages: $4,245,177

For more financial information, click here


Official website here: www.trufund.org

What is the mission statement of Trufund Financial Services Inc?

Trufund Financial Services Inc's mission is focused on promoting economic development in underprivileged communities and among disadvantaged populations. They achieve this by offering financing and technical assistance to small businesses and non-profit organizations. A significant portion of their work involves supporting minority and women-owned businesses and enterprises located within low-income or moderately income communities. Historically, these groups have faced economic disadvantages and limited access to financial institutions. For further information on their mission and initiatives, refer to Schedule O.


Official website here: www.trufund.org

Who is the CEO of Trufund Financial Services Inc?

James Bason is the President - Chief Executive Officer of Trufund Financial Services Inc. The CEO's salary of Trufund Financial Services Inc is $365,554 and their total compensation is $366,266.


Official website here: www.trufund.org

What is the revenue of Trufund Financial Services Inc?

Trufund Financial Services Inc's revenue in 2022 was $16,024,804.


Official website here: www.trufund.org

Who are the executives of Trufund Financial Services Inc and what are their salaries?

The average compensation at Trufund Financial Services Inc during 2022 was $93,222. There are 55 employees and 12 volunteers at Trufund Financial Services Inc.


Here are 20 key members and their salaries (Trufund Financial Services Inc's CEO's salary is $365,554 and their total compensation is $366,266):


Charlotte Lee (Chairperson)
  • Compensation: $0
  • Related: $0
  • Other: $0
Douglas Jackson (Board Member - Retired June 2023)
  • Compensation: $0
  • Related: $0
  • Other: $0
Cheri Morial Ausberry (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Celayne Hill (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Carra Wallace (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ronald Torok (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Terrence Clark (Vice-Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dr Adrian Franco (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Marc Thompson Jr (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Heidi Hamilton (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Carmen Manoyan (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Worley Barker (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
James Bason (President - Chief Executive Officer)
  • Compensation: $365,554
  • Related: $0
  • Other: $712
Aisha Benson (Executive Vice President)
  • Compensation: $169,737
  • Related: $0
  • Other: $5,225
Kenneth Harvey (Svp - Director Of Finance)
  • Compensation: $197,775
  • Related: $0
  • Other: $2,241
Michael Vaugh (Svp - Chief Credit Officer)
  • Compensation: $182,712
  • Related: $0
  • Other: $27,487
Brian Gurski (Svp - Dir Of Strategy & Innovation)
  • Compensation: $174,342
  • Related: $0
  • Other: $7,500
Robert Benitez (Svp - National Director Of Lending)
  • Compensation: $168,390
  • Related: $0
  • Other: $6,413
Akimie Carter Evans (Svp - Managing Director Nat'L Marketing)
  • Compensation: $151,142
  • Related: $0
  • Other: $10,508
Mathew Shapiro (Svp Director Of Resource Development)
  • Compensation: $151,236
  • Related: $0
  • Other: $10,177


Official website here: www.trufund.org

Where can I find the form 990 for Trufund Financial Services Inc?

Trufund Financial Services Inc's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.trufund.org

Learn more at the official website: www.trufund.org

Mission Statement of Trufund Financial Services Inc

Trufund Financial Services Inc, a financial institution, is dedicated to promoting economic development in underserved communities and among disadvantaged populations. Their mission is twofold: providing financing and technical assistance to small businesses and non-profit organizations.

Capitalizing on its expertise, Trufund Financial Services Inc focuses on serving minority and women-owned business enterprises and small businesses situated in low-income or moderate-income communities. Historically, these groups have been economically disadvantaged and disconnected from the mainstream financial sector. By extending financial services to these communities, Trufund Financial Services Inc aims to bridge this gap and foster economic growth.

In pursuit of their mission, Trufund Financial Services Inc prioritizes the needs of underrepresented groups. Their commitment to serving these populations extends beyond just lending; they also offer technical assistance to help businesses thrive. This comprehensive approach allows Trufund Financial Services Inc to make a significant impact in the lives of entrepreneurs and communities that might otherwise face obstacles in accessing essential financial resources.

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Impact




October, 2024

Trufund Financial Services Inc plays a crucial role in promoting economic development within underserved communities, focusing particularly on minority and women-owned businesses. By providing financing and technical assistance, Trufund helps bridge the economic gap for small businesses and nonprofit organizations located in low- or moderate-income areas.

This initiative targets historically economically disadvantaged populations that often lack access to traditional financial institutions. By offering tailored support, Trufund empowers these businesses to grow and thrive, fostering job creation and community improvement. Ultimately, Trufund's efforts enhance economic stability and sustainability, contributing to overall community vitality.




This information is meant to be a general summary of Trufund Financial Services Inc. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$16,024,804 (2022)
Expenses
$9,625,966 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $130,667
  • Program Service Revenue: $1,965,354
  • Gross Receipts: $16,024,804

Assets and Liabilities:

  • Total Assets: $48,532,112
  • Total Liabilities: $29,296,146
  • Net Assets: $19,235,966

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

PROGRAM AND PROCESSING FEES

Revenue

$992,906

LOAN INTEREST INCOME

Revenue

$972,448

Organization Details

Founding Year

2005

Principal Officer

James Bason

Main Address

39 WEST 37TH STREET 7TH FLOOR, NEW YORK, NY, 10018

NTEE Category

Code: S30 - Community improvement

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