Self-Help Ventures Fund
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Provides affordable home mortgages and financial services to help low-income families, women, and communities of color build wealth and secure homeownership. For fiscal year 2024 it reported $189.2M in revenue, $68.6M in expenses, and $755.6M in net assets.Pt I
Summary of the Filing
Where the work happens
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…
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 1,652
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 17,685
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Identity & Classification
Governance & Policies
Officers, Directors & Key Employees
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Statement of Revenue
Statement of Functional Expenses
Balance Sheet
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 75% | — | — |
| Overhead ratio | 25% | — | — |
| Fundraising cost ratio | 0% | — | — |
| Revenue growth | 179% | — | — |
| Legal fee ratio | 0% | — | — |
| Accounting fee ratio | 0% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
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