Financials

Financial Sustainability

Mountain BizWorks regularly reviews and audits its financial management and lending activity to ensure the continued financial stability of the organization. We understand that sustainability requires vigorous oversight of our financial health and well-prepared and monitored annual budgets and audited financial statements. Find financial snapshots of the last two years below. Copies of our recent audits are available upon request.

2018 Year In Review  Invest in Mountain BizWorks

Aeris Reporting CDFI

Mountain BizWorks reports all program data to Aeris. Aeris is an information service for community investors who champion economic justice in underserved markets. Since 2004, Aeris has provided data, analysis, and advisory services that support investment in CDFIs. Reporting to Aeris helps investors evaluate opportunities that meet their impact goals and risk parameters.

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Documents

Our governing documents, 501(c)3 designation letter, annual tax returns (Form 990), and conflict of interest and other policies are available upon request.

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Grantors & Donors

Appalachian Regional Commission
Joel & Marla Adams
Bernard and Holly Arghiere
Gretchen Batra
Best Buy
City of Asheville, CDBG Program
Community Foundation of Western North Carolina
Robert M. Dunn
Hedy Fischer
Dorothy Hamill
Margaret Macleod
Mary Reynolds Babcock Foundation
North Carolina Rural Center
R. A. Resnick
Sisters of Mercy of North Carolina Foundation
SunTrust
Randy Siegel
TD Bank
U.S. Small Business Administration
U.S. Department of Agriculture
U.S. Economic Development Administration - Commerce Dept.
U.S. Department of Treasury - CDFI Fund
Wells Fargo
Z. Smith Reynolds Foundation