Our Financials
PeopleFund places a high priority on strong fiscal stewardship. We are careful managers of the funds entrusted to us and require quarterly reporting from our clients and from each of our programs.
To ensure the highest standards for our organization we have participated in independent evaluations of our programs and finances. The most recent review was conducted by the Opportunity Finance Network under their Community Development Financial Institution Assessment and Rating System (CARS™). A thorough examination was conducted measuring our social impact and financial strength. PeopleFund was one of the first seven CDFIs in the country to be rated. We were pleased to receive a AAA 2+ rating which reflects the highest possible marks for community impact and a very strong score on financial soundness.
2006 Annual Report
Download our Annual Report including our 2006 Statement of Financial Positions.
2005 Annual Report
Download our Annual Report including our 2005 Statement of Financial Positions.
2004 Annual Report
Download our Annual Report including our 2004 Statement of Financial Positions.
Note: 2004 and 2005 Financial reports audited by Montemayor and Associates, P.C.
2003 Annual Report
Download our Annual Report including our 2003 Statement of Financial Positions.
Note: 2002 and 2003 Financial reports audited by Arturo Montemayor III, C.P.A.
2003 Tax Forms
Download our IRS Form 990
2002 Annual Report
Download our Annual Report including our 2003 Statement of Financial Positions.
Note: 2001 and 2002 Financial reports audited by Arturo Montemayor III, C.P.A.
