Documents & 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 AA 2 rating which reflects excellent marks for community impact and financial soundness.

PeopleFund Documents Shared Documents: Audits and Annual Reports
 IRS Tax Letter 1050  2012 Annual Report
 2009 IRS Form 990  2012 Audit
 2011 IRS Form 990  2011 Annual Report
 2012 IRS Form 990  2011 Audit
 2010 Audit
PeopleFund Presentations  2010 Annual Report
PeopleFund Overview  2009 Audit
Access to Capital  2009 Annual Report
Access to capital for Veterans  2008 Audit
Access to Capital Spanish  2008 Annual Report
 2007 Audit
 2007 Annual Report
 2006 Audit
 2006 Annual Report