To promote financial well-being of low to moderate income individuals and businesses in South Florida via business and financial literacy training and providing opportunities to borrow and save. We strive to be a cost effective provider of financial and training services to our constituents and as a prudent and responsible steward of the funds entrusted to us.
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 990 - Public charity return Jan 1, 2024 to Dec 31, 2024 | $1,552,409 ↓ | $985,296 | $7,045,432 |
| 2023 990 - Public charity return Jan 1, 2023 to Dec 31, 2023 | $2,189,773 ↓ | $1,773,202 | $6,375,061 |
| 2022 990 - Public charity return Jan 1, 2022 to Dec 31, 2022 | $2,388,147 ↓ | $326,113 | $5,982,474 |
| 2020 990 - Public charity return Jan 1, 2020 to Dec 31, 2020 | $2,731,073 ↑ | $2,238,453 | $3,228,799 |
| 2018 990 - Public charity return Jan 1, 2018 to Dec 31, 2018 | $856,906 | $434,507 | $2,351,194 |
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