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Ohio · Nonprofit

UBIZ VENTURE CAPITAL

UBIZ VENTURE CAPITAL (Ohio) receives grants from 5 organizations whose IRS filings report $682,500 to it, the largest being JPMORGAN CHASE FOUNDATION ($500,000). 0 of them have funded it in more than one year.

Revenue FY2025
$1.1M
Funders on record
5
Grants received
$683k
Net assets
$918k
0/5 repeat funderspeak grant-dependency 50%
01What it does

What Ubiz Venture Capital does

Mission

Vision: UBIZ aspires to be the preeminent organization to directly or collaboratively make business capital readily available to underserved small businesses that have potential for growth and job creation in the Greater Cleveland area.

As stated on its FY2025 Form 990.

Program

  1. To make access to credit more readily available to high potential existing underserved small businesses in the Greater Cleveland area and other parts of Northeast Ohio.

    $864,846 spent$5,545 earned by the program
    100% of program spending

The program described on its FY2025 Form 990. Program spending in total: $864,846.

02The organization over time

The organization over time

Each line starts at 100 in 2020, so what you read is the shape rather than the size: 150 means half as much again as 2020, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20202020 Revenue 100 ($63k) Expenses 100 ($54k) Net assets 100 ($9k)2021 Revenue 912 ($577k) Expenses 812 ($439k) Net assets 1605 ($147k)2022 Revenue 1574 ($995k) Expenses 712 ($385k) Net assets 8493 ($779k)2023 Revenue 1070 ($676k) Expenses 978 ($529k) Net assets 10101 ($926k)2024 Revenue 1160 ($734k) Expenses 1579 ($853k) Net assets 8795 ($806k)2025 Revenue 1736 ($1.1M) Expenses 1824 ($986k) Net assets 10009 ($918k)
202020212022202320242025
Revenue (1736)Expenses (1824)Net assets (10009)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $1.1M to $3.4M (+224%).

$9k
$1.1M
$3.4M
$4.2M
$4.6M
$5.0M
202020212022202320242025
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2021 98% · 2022 92% · 2023 72% · 2024 67% · 2025 77%. Grants only. Government contracts and fees sit inside program revenue.

77% of UBIZ VENTURE CAPITAL’s revenue is contributions — about as donation-reliant as the typical peer (82% for the typical peer).

This organization
Typical peer · 3,053 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 6 reported years ran a deficit.

$9k
’20
$138k
’21
$610k
’22
$147k
’23
−$120k
’24
$111k
’25
33
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Board chair

Lonnie Coleman

Chairman

As listed on its FY2025 Form 990.

20212022202320242025
Listed66666
Joined·+0+0+0+0
No longer listed·0000
03Who funds it

Who funds it, year by year

2022 → 2023: the base broadened from 1 funder to 3 funders, grant income fell $500k → $173k.

1 of 5 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 1% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of UBIZ VENTURE CAPITAL’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

UBIZ VENTURE CAPITAL leans on a few funders — its largest provides 73% of grant income and the top three 97%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

73%
largest funder
97%
top three
~2
effective funders

Largest funder’s share by year: 2022 100% · 2023 52% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

UBIZ VENTURE CAPITAL draws 88% of its grant income from funders outside Ohio, across 2 states in all.

NY
OH

In-state vs out-of-state, by year

’22
’23
Ohio out of state home

Funder states come from each funder’s own filing. $10k arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

UBIZ VENTURE CAPITAL holds deeper cash reserves than three-quarters of the 1,645 philanthropy nonprofits its size.

Operating margin10% · above the median
Months of reserve32.7mo · top quartile
Revenue growth (annualized)77% · top quartile

this organization peer median middle 50% of peers· 1,645 philanthropy nonprofits $1M–$10M, FY2025

Organizations like UBIZ VENTURE CAPITAL

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Ohio

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

88% of spending goes to programs.

Program 88%Management 12%Fundraising 0%

Governance

4
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990–Audited financials

Public support

76%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

OH

Screen this organization

A dated, signed PDF of the compliance screen for UBIZ VENTURE CAPITAL: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds UBIZ VENTURE CAPITAL?
UBIZ VENTURE CAPITAL (Ohio) receives grants from 5 organizations whose IRS filings report $682,500 to it, the largest being JPMORGAN CHASE FOUNDATION ($500,000). 0 of them have funded it in more than one year.
How many funders does UBIZ VENTURE CAPITAL have?
IRS filings report 5 organizations giving $682,500 in grants to UBIZ VENTURE CAPITAL.
Who is the largest funder of UBIZ VENTURE CAPITAL?
JPMORGAN CHASE FOUNDATION is the largest funder on record, with $500,000 in grants. The full list of funders is on this page.
How can an organization like UBIZ VENTURE CAPITAL find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Ohio. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Ubiz Venture Capital →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2020–2025), and the filings of 5 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing