SHARED INTEREST INC

EIN: 133836581 501(c)(3) International Affairs

NEW YORK, NY

Total Revenue
$1,153,728
Total Expenses
$1,278,233
Total Assets
$12,827,933
Net Assets
$2,010,219
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
DE
Principal Officer
AMYE JAMESON
Phone
6096380398
Tax Period
2023-01-01 to 2023-12-31

SHARED INTEREST INC, founded in 1995, is a community nonprofit in the International Affairs sector that reported $1.2M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $1.3M exceeded revenue, resulting in a 11% operating deficit.

Mission

THE ORGANIZATION SEEKS TO PROMOTE SOCIAL RECONSTRUCTION IN SOUTH AFRICA AND NEIGHBORING COUNTRIES BY FACILITATING ACCESS TO CREDIT FOR LOW-INCOME BORROWERS THROUGH THE PROVISION OF LOAN GUARANTEES TO MAINSTREAM BANKS AND OTHER FINANCIAL INSTITUTIONS. AS THESE LENDERS HAVE HISTORICALLY BEEN RELUCTANT TO EXTEND CREDIT TO A SECTOR OF THE POPULATION THEY CONSIDER UN-BANKABLE, THE MAJORITY OF SOUTHERN AFRICAN CITIZENS, ABSENT THE GUARANTEES, WOULD CONTINUE TO BE ECONOMICALLY MARGINALIZED.

Program Service Accomplishments

Program 1
Expenses: $1,077,066 Revenue: $281,657

THE ORGANIZATION HAD OUTSTANDING AGREEMENTS GUARANTEEING COMMERCIAL LOANS TO SMALL AND GROWING BUSINESSES, AGRICULTURAL ENTERPRISES AND MICRO-FINANCE INSTITUTIONS IN THE SOUTHERN AFRICA REGION. THE...

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THE ORGANIZATION HAD OUTSTANDING AGREEMENTS GUARANTEEING COMMERCIAL LOANS TO SMALL AND GROWING BUSINESSES, AGRICULTURAL ENTERPRISES AND MICRO-FINANCE INSTITUTIONS IN THE SOUTHERN AFRICA REGION. THE AGGREGATE EXPOSURE INVOLVED IN THE GUARANTEES TOTALED $3,485,000. BECAUSE THE CREDIT FACILITIES ARRANGED BY SHARED INTEREST WERE LIMITED TO NO MORETHAN 75% OF THE LOANS THEY BACKED, THE GUARANTEES ULTIMATELY UNLOCKED TOTAL LENDING OF SUMS IN EXCESS OF THE STATED AMOUNT BY VIRTUE OF THE RISK-SHARING AGREED IN THE CONTRACTS BETWEEN LOCAL INSTITUTIONS AND THE ORGANIZATIONS. ADDITIONALLY, THE GUARANTEE PROGRAM, IMPLEMENTED BY MEANS OF THE PROVEN TRANS-BORDER MECHANISM OF STANDBY BANK LETTERS OF CREDIT, CONTINUED TO GIVE THE CONFIDENCE TO SOUTHERN AFRICAN NON-BANK FINANCIALS INSTITUTIONS AND OTHER ALTERNATIVE LENDERS TO PUT CAPITAL AT RISK IN THE SPHERE OF SMALL BUSINESS FINANCE AND LENDING TO ECONOMICALLY-DISENFRANCHISED INDIVIDUALS. COLLATERALIZING THE LETTERS OF CREDIT, WERE THE US-CUSTODIED INVESTMENTS OF THE ORGANIZATION, FUNDED BY LOANS AND DONATIONS BY AMERICAN INDIVIDUALS, FAMILY FOUNDATIONS, FAITH-BASED INSTITUTIONS. HEALTHCARE SYSTEMS AND OTHER INVESTORS ACCEPTING CONCESSIONARY FINANCIAL RETURNS IN EXCHANGE FOR THE SOCIAL IMPACT THAT THE ORGANIZATION HELPS TO CREATE.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $683,911
Program Service Revenue $281,657
Investment Income $229,456
Other Revenue $-41,296
TOTAL REVENUE $1,153,728

Expense Breakdown

Grants Paid $0
Salaries & Benefits $554,312
Fundraising Expenses $110,028
Program Expenses $1,077,066
Other Expenses $723,921
TOTAL EXPENSES $1,278,233

Year-over-Year Comparison

2023 2022 Change
Revenue $1,153,728 $1,239,659 -0.1%
Expenses $1,278,233 $1,629,760 -0.2%
Net Income $-124,505 $-390,101 -0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
21
Independent Members
21
Employees
5
Volunteers
100

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$185,000
Total Directors
21
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SHARRON MCPHERSON DIRECTOR & CHAIR 4.00
Officer Director
$0 $0 $0
DAVID WILDMAN DIRECTOR & VICE CHAIRMAN 3.00
Officer Director
$0 $0 $0
LOUISE NANKIINGA DIRECTOR & TREASURER 3.00
Officer Director
$0 $0 $0
ADRIENNE BAILEY DIRECTOR & SECRETARY 3.00
Officer Director
$0 $0 $0
SANDRA APPIAH DIRECTOR 2.00
Director
$0 $0 $0
ALEAH BACQUIE VAUGHN DIRECTOR 2.00
Director
$0 $0 $0
JESSICA BENJAMIN DIRECTOR 2.00
Director
$0 $0 $0
LEA CONRAD DIRECTOR 2.00
Director
$0 $0 $0
SCHUYLA GOODSON DIRECTOR 2.00
Director
$0 $0 $0
DIANE KEEFE DIRECTOR 2.00
Director
$0 $0 $0
FAITH KHANYILE DIRECTOR 2.00
Director
$0 $0 $0
STACY MANVITZ DIRECTOR 2.00
Director
$0 $0 $0
SUSAN MARX DIRECTOR 2.00
Director
$0 $0 $0
CHARLOTTE MCCLAIN-NHLAPO DIRECTOR 2.00
Director
$0 $0 $0
LINNIE MCLEAN DIRECTOR 2.00
Director
$0 $0 $0
PALESA MORUDU DIRECTOR 2.00
Director
$0 $0 $0
JIM MUNSON DIRECTOR 2.00
Director
$0 $0 $0
SIPHIWE NODWELE DIRECTOR 2.00
Director
$0 $0 $0
TIMOTHY SMITH DIRECTOR 2.00
Director
$0 $0 $0
CYNTHIA SPENCE DIRECTOR 2.00
Director
$0 $0 $0
RICHARD TOLLIVER DIRECTOR 2.00
Director
$0 $0 $0
ANN MCMIKEL EXECUTIVE DIRECTOR 50.00
Officer
$185,000 $0 $185,000
SHUKURA SHEARS DIR OF INDIVIDUAL GIVING 45.00
Highest
$106,187 $0 $106,187
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $1,153,728 $1,278,233 $12,827,933 $-124,505
2022 $1,239,659 $1,629,760 $14,330,122 $-390,101
2021 $1,510,190 $1,327,621 $15,315,615 $182,569
2020 $1,514,840 $1,400,613 $15,352,690 $114,227
2019 $1,585,044 $1,871,536 $17,286,554 $-286,492
2018 $1,739,792 $1,296,584 $16,934,536 $443,208
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