SELF HELP VENTURES FUND

DURHAM, NC, 27701-3215 Est. 1984 EIN 58-1562750

S310 - Community Improvement 990 - Public charity return 501(c)(3)

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.

Financials

Total Revenue

$189,217,541

Total Expenses

$68,586,121

Net Assets

$755,594,888

From latest filing (tax period ending 2024-12-31)

Financial Health

Operating Reserve

10+ years Healthy

Net assets / monthly expenses

Year-over-Year Change

Revenue ↑ 179.4%

Expenses ↑ 19.3%

Revenue Sources

Contributions 60.1% Earned revenue 33.5% Investment 6.2%

Expense Breakdown

Program 75.0% Management 25.0%

Officers & Key Employees (18)

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Grants Received (20)

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Filing History (5 filings)

Year	Revenue	Expenses	Net Assets
2024 990 - Public charity return Jan 1, 2024 to Dec 31, 2024	$189,217,541 ↑	$68,586,121	$755,594,888
2023 990 - Public charity return Jan 1, 2023 to Dec 31, 2023	$67,731,085 ↓	$57,501,791	$641,007,874
2022 990 - Public charity return Jan 1, 2022 to Dec 31, 2022	$95,498,767 ↓	$43,396,272	$630,871,662
2020 990 - Public charity return Jan 1, 2020 to Dec 31, 2020	$104,499,213 ↑	$70,010,828	$571,067,772
2018 990 - Public charity return Jan 1, 2018 to Dec 31, 2018	$62,183,272	$42,089,996	$494,330,933