Self Help Ventures Fund
Donations deductibleRevenue
$189.2m
year to 31 December 2024
Expenses
$68.6m
year to 31 December 2024
Total assets
$3.45bn
$2.69bn liabilities
Net assets
$755.6m
assets less liabilities
Directors and trustees
14
6.1 years on average
Staff
0
employees, year to 31 December 2024
Left since last filing
0
no seats appear to have opened
Officers and senior staff
8
named in Part VII
Self Help Ventures Fund's network
14 people10 organisationsi14 people and 10 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (14). Violet dotted lines (10) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
14 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 11 voting members of its governing body on its latest Form 990 Part VI; we list 14 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Ajulo Othow | Director | 2023 | 3 yrs |
| Catherine Clark | Director | 2018 | 8 yrs |
| Duanne Andrade | Diretor | 2023 | 3 yrs |
| Elbert Avery | Director | 2022 | 4 yrs |
| James H Sills III | Director | 2022 | 4 yrs |
| Jean Pudlo | Director | 2018 | 8 yrs |
| Lynne Walker | Director | 2022 | 4 yrs |
| Mark Korell | Director | 2020 | 6 yrs |
| Marla Bilonick | Director | 2022 | 4 yrs |
| Martin Eakes | CEODirector | 2018 | 8 yrs |
| Matthew Hobbs (also filed as Matt Hobbs) | DirectorChair | 2018 | 8 yrs |
| Robert Schall | Director | 2018 | 8 yrs |
| Ronn Stewart | Director | 2022 | 4 yrs |
| Tara Kenchen | Director | 2018 | 8 yrs |
Officers and senior leadership
8 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Amanda Frazier Wong | President | 2023 |
| Jeremy Hofer | Commercial Lending Sector Lea | 2023 |
| Jorge Lopez Colunga | Business Development Officer | 2023 |
| Laura Benedict | President | since 2018 |
| Lillian Steponaitis | Director Special Projects | 2023 |
| Machika Smyzer Stewart | Director Talent Management | 2023 |
| Randy Chambers | TreasurerSecretary | since 2018 |
| Russel Hagen | Manager Transition Ex | 2023 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Russel Hagen | Manager Transition Exec | 0 | $0 | $162k | $11k |
| Sarah Brennan | Structured Finance Sector Leader | 0 | $0 | $140k | $27k |
| Mary Abad | Sr Commercial Lending Underwriter | 0 | $0 | $135k | $30k |
| Athena Eng | Manager Benefits & Payroll | 0 | $0 | $141k | $24k |
| Lillian Steponaitis | Director Special Projects | 0 | $0 | $137k | $24k |
| Randy Chambers | TreasurerSecretary | 0 | $0 | $102k | $41k |
| Martin Eakes | CEODirector | 0 | $0 | $101k | $36k |
| Amanda Frazier Wong | President | 0 | $0 | $106k | $27k |
| Robert Schall | Director | 0.5 | $0 | ||
| Catherine Clark | Director | 0.5 | $0 | ||
| Matthew Hobbs | DirectorChair | 0.5 | $0 | ||
| Elbert Avery | Director | 0.5 | $0 | ||
| Marla Bilonick | Director | 0.5 | $0 | ||
| Tara Kenchen | Director | 0.5 | $0 | ||
| Ronn Stewart | Director | 0.5 | $0 | ||
| Lynne Walker | Director | 0.5 | $0 | ||
| Duanne Andrade | Diretor | 0.5 | $0 | ||
| Ajulo Othow | Director | 0.5 | $0 |
About
- Legal name
- Self Help Ventures Fund
- EIN
- 581562750
- Address
- 301 W Main St, Durham, NC, 27701-3215
- State
- North Carolina
- 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. (as filed on the Form 990)
- Activity (NTEE)
- S310 Community improvement and capacity building
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 9 (IRS master file code)
- Formed
- 1984
- Principal officer
- Amanda Frazier Wong (as named on the Form 990)
- IRS ruling date
- 1 May 1984
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2023
- IRS Publication 78
- SOUNK (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsCatherine Clark
≥8years on the filingsJean Pudlo
≥8years on the filingsMartin Eakes
≥8years on the filingsMatthew Hobbs
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $3.45bn
- Total liabilities
- $2.69bn
- Net assets or fund balances
- $755.6m
- Contributions and grants received
- $113.6m
- Program service revenue
- $63.4m
- Employees
- 0