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 AA 2+ rating which reflects excellent marks for community impact and financial soundness.
| PeopleFund Documents | Shared Documents: Audits and Annual Reports |
| 2011 Annual Report | |
| IRS Tax Letter 1050 | 2010 Audit |
| 2009 IRS Form 990 | 2010 Annual Report |
| 2009 Audit | |
| 2009 Annual Report | |
| PeopleTrust Documents | 2008 Audit |
| IRS Tax Letter 1050 | 2008 Annual Report |
| 2009 IRS Form 990 | 2007 Audit |
| 2007 Annual Report | |
| 2006 Audit | |
| 2006 Annual Report |







