2023-10-10T09:55:24-05:00 2022-12-31 132781641 MITCHELL & TITUS LLP 80 PINE STREET NEW YORK NY 10005 990 2022-01-01 205189202 OPPORTUNITY FINANCE NETWORK OPPO 2153204317 123 S BROAD STREET SUITE 1930 PHILADELPHIA PA 19109 BHUMIP PATEL SVP ACCOUNTING & FINANCE 2153204317 2023-10-10 1 BHUMIP PATEL 999009999 0 FREDERICK E DAVIS JR P00446023 2157654600 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BHUMIP PATEL 123 S BROAD STREET SUITE 1930 PHILADELPHIA PA 19109 76051659 0 X WWW.OFN.ORG X 2006 PA OPPORTUNITY FINANCE NETWORK'S (OFN) MISSION IS TO LEAD COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS (CDFIS) AND THEIR PARTNERS TO ENSURE THAT LOW-INCOME, LOW-WEALTH, AND OTHER DISINVESTED PEOPLE AND COMMUNITIES HAVE ACCESS TO AFFORDABLE, RESPONSIBLE FINANCIAL PRODUCTS AND SERVICES. OFN IS A NATIONAL LEADERSHIP NETWORK OF MORE THAN 350 CDFIS, INCLUDING COMMUNITY BANKS, CREDIT UNIONS, AND LOAN FUNDS. OFN, THROUGH ITS MEMBERS, INVEST IN LOW-INCOME AND UNDERSERVED RURAL, URBAN, AND NATIVE AMERICAN COMMUNITIES ACROSS ALL 50 STATES IN AMERICA; PROVIDING AFFORDABLE, RESPONSIBLE CREDIT THAT FINANCES COMMUNITY BUSINESSES, SPARKS JOB GROWTH IN THE AREAS THAT NEED IT MOST, AND DELIVERING BOTH SOUND FINANCIAL RETURNS AND REAL CHANGES FOR PEOPLE AND COMMUNITIES. OFN'S PROGRAM AND SERVICES INCLUDES PROVIDING FINANCIAL PRODUCTS AND SERVICES FOR CDFIS, INCREASING THE STRENGTH AND CAPACITY OF THE CDFI INDUSTRY, AS WELL AS AMPLIFYING THE VOICE OF THE INDUSTRY. 11 11 59 11 0 0 42845699 63110366 8858742 11902140 316719 1035933 0 0 52021160 76048439 0 21400000 0 0 5651531 5744402 0 0 509652 16440871 9373203 22092402 36517605 29928758 39530834 225364675 294224646 124638231 154676168 100726444 139548478 OFN'S MISSION IS TO LEAD CDFIS AND THEIR PARTNERS TO ENSURE THAT LOW-INCOME, LOW-WEALTH, AND OTHER DIVESTED PEOPLE AND COMMUNITIES HAVE ACCESS TO AFFORDABLE, RESPONSIBLE FINANCIAL PRODUCTS AND SERVICES. 0 0 14447229 8025000 8453174 FINANCIAL SERVICES: EXPANDING ACCESS TO RESPONSIBLE, AFFORDABLE CAPITAL.FINANCIAL SERVICES INCLUDES THE FOLLOWING ACTIVITIES WHICH BENEFIT LOW-INCOME AND LOW-WEALTH COMMUNITIES THROUGHOUT THE U.S: OFN'S FINANCING FUND (ON BALANCE-SHEET LENDING AND INVESTING TO CDFIS); FUND MANAGEMENT SERVICES (FEE-BASED BUSINESS PROVIDING CDFI FUND MANAGEMENT AND ASSET MANAGEMENT SERVICES TO THIRD PARTY INVESTORS); NEW MARKETS TAX CREDIT ACTIVITY; AND CDFI BOND GUARANTEE PROGRAM BOND ISSUANCE AND ADMINISTRATIVE SERVICES. 18347442 13375000 3428835 STRENGTH: BUILDING POTENTIAL FOR IMPACT.OFN STRENGTHENS THE CDFI INDUSTRY BY PROVIDING PEER LEARNING OPPORTUNITIES, RESEARCH, INNOVATIVE NETWORKING PLATFORMS, AND SIGNATURE ANNUAL EVENTS (E.G. THE OFN CONFERENCE AND SMALL BUSINESS FINANCE FORUM) FOR CDFI PRACTITIONERS, PARTNERS, AND INVESTORS. 1566722 20000 VOICE: AMPLIFYING THE CDFI MESSAGE AND SECURING STAKEHOLDER SUPPORT.ACROSS MULTIPLE PLATFORMS AND AUDIENCES, OFN'S STRATEGIC COMMUNICATIONS AND POLICY ADVOCACY DRIVE THE MESSAGE THAT CDFI INVESTMENTS TRANSFORM COMMUNITIES AND CHANGE LIVES-AND INCREASES RESOURCES TO CDFIS. 131 131 34361393 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 37 0 1 59 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA AK AL AR AZ CA CO CT DC FL GA HI IL KS KY MA MD ME MI MS MN MO NC ND NJ NH NM NV NY OH OK OR RI SC TN UT VA WA WI WV X LAURIE CURRAN 2153204317 123 S BROAD STREET SUITE 1930 PHILADELPHIA PA 19109 DONNA GAMBRELL BOARD CHAIR 2.00 X X 0 0 0 BETSY BIEMANN BOARD VICE CHAIR 2.00 X X 0 0 0 ROBERT VILLARREAL BOARD TREASURER 2.00 X X 0 0 0 DAVID BECK BOARD MEMBER 2.00 X 0 0 0 AISHA BENSON BOARD MEMBER 2.00 X 0 0 0 MARLA BILONICK BOARD MEMBER 2.00 X 0 0 0 ELENA GONZALES BOARD MEMBER 2.00 X 0 0 0 HENRY JIMENEZ BOARD MEMBER SINCE OCT 2022 2.00 X 0 0 0 TED PICCOLO BOARD MEMBER 2.00 X 0 0 0 SARA RAZAVI BOARD MEMBER 2.00 X 0 0 0 CHRISTINA TRAVERS BOARD MEMBER 2.00 X 0 0 0 LISA MENSAH PRESIDENT & CEO THRU AUG 31, 2022 40.00 X X 339989 0 24078 CARLA MANNINGS BOARD MEMBER THRU OCT 2022 2.00 X 0 0 0 BETH LIPSON INTERIM PRESIDENT & CEO & CHIEF FINANCIAL OFFICER 40.00 X 256457 0 3922 AMBER BELL CHIEF STRATEGY & OPERATION 40.00 X 234854 0 23582 JENNIFER VASILOFF CHIEF EXTERNAL AFFAIRS OFF 40.00 X 230875 0 3923 SHAKEYDA DANIELS SENIOR VP, FINANCIAL SERVI 40.00 X 166804 0 9791 ANDREA LONGTON SENIOR VP, FINANCIAL SVCS 40.00 X 175650 0 4140 BHUMIP PATEL SENIOR VP, ACCOUNTING & FINANCE 40.00 X 175198 0 2149 MARY WRIGHT SENIOR VP, FINANCIAL SVCS 40.00 X 187649 0 3923 SETH JULYAN EXECUTIVE VP, NETWORK SERVICES 40.00 X 193401 0 21246 DAFINA WILLIAMS EXECUTIVE VP, EXTERNAL AFFAIRS 40.00 X 169638 0 14060 TAMARA FRYE SENIOR VP, HUMAN RESOURCES 40.00 X 136346 0 2386 SINDHU LAKSHMANAN SENIOR VP, DEVELOPMENT SERVICES 40.00 X 130398 0 7669 ADRIENNE SMITH SENIOR VP, RESEARCH 40.00 X 127615 0 677 KHALID SARWARY SENIOR INVESTMENT OFFICER 40.00 X 122589 0 27293 LAURIE CURRAN VP, ACCOUNTING 40.00 X 114751 0 32694 2762214 0 181533 15 0 1 0 AUGUST LEADERSHIP LLC 275 MADISON AVE SUITE 1500 NEW YORK NY 10016 RECRUITING SERVICES 172393 ALL AROUND CREATIVE 105 ATSION ROAD SUITE J MEDFORD NJ 08055 MARKETING SERVICES 143245 FAEGRE DRINKER BIDDLE & REATH LLP ONE LOGAN SQUARE SUITE 2000 PHILADELPHIA PA 19103 LEGAL SERVICES 138691 MITCHELL TITUS 80 PINE STREET SUITE 3220 NEW YORK NY 10005 AUDIT AND TAX SERVICES 108308 4 866950 590000 61653416 63110366 INTEREST ON LOANS 525990 5053861 5053861 OTHER FEES 900099 3422644 3422644 SPONSORSHIP INCOME 900099 1928583 1928583 TRAINING EVENTS 900099 1497052 1497052 11902140 1039153 1039153 3220 -3220 -3220 -3220 76048439 11902140 0 1035933 21400000 21400000 2761825 1929157 656245 176423 2240753 1727989 371791 140973 388247 287413 75674 25160 353577 261748 68916 22913 140800 140800 201976 199476 2105 395 137475 101771 26795 8909 574269 557757 16512 50779 40566 7953 2260 568096 411972 140477 15647 580803 429960 113205 37638 2225408 2153847 35757 35804 85084 79249 4830 1005 1722686 1722686 158711 117491 30935 10285 77493 57367 15104 5022 LOAN LOSS RESERVE 2119915 2119915 0 0 STAFF DEVELOPMENT 287045 212495 55948 18602 MEMBERSHIP 125485 123665 738 1082 MISC EXPENSES 98370 89416 6948 2006 218808 196653 16627 5528 36517605 34361393 1646560 509652 69253310 63584438 2087500 3175000 837466 645381 143912767 179544269 159747 240522 2145522 1412815 870596 732707 3810960 29245310 4432329 17057019 225364675 294224646 604662 1046735 1741192 1468706 109714562 122370000 12577815 29790727 124638231 154676168 X 57654885 91533037 43071559 48015441 100726444 139548478 225364675 294224646 39530834 -708800 0 X 0 1 X 1 1 1 X 4204443 7614604 21794850 21745924 23110366 78470187 8772329 8729250 8745438 8858742 11902140 47007899 12976772 16343854 30540288 30604666 35012506 125478086 216055 1151086 17356230 17045636 17065000 52834007 0 216055 1151086 17356230 17045636 17065000 52834007 72644079 119691 111761 128669 137904 1039153 1537178 119691 111761 128669 137904 1039153 1537178 13096463 16455615 30668957 30742570 36051659 127015264 0.57190 0.61150 0.01210 0.00710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2000 38383 40383 36477222 36517605 1000000 250000 0 0 700455 1000000 1000000 1000000 3700455 5550683 18316 39586 15632 40383 113917 175114 250000 250000 250000 925114 1387671 1400 3150 2800 2000 9350 SCHEDULE C, PART IV OFN CONDUCTS PERMITTED LOBBYING ACTIVITIES AND WORKED IN THE FOLLOWING PRIMARY AREAS IN 2022: FINANCIAL SERVICES, SMALL BUSINESS, CDFI FUND, NEW MARKETS TAX CREDIT, AND NATIVE CDFIS. 763436 228949 534487 941004 889963 51041 441082 293903 147179 732707 CDFI AND OTHER INVESTMENTS 12518992 RIGHT OF USE ASSETS 4538027 17057019 LOANS PAYABLE 24000000 FUNDS HELD FOR THIRD PARTY 1252700 OPERATING LEASE LIABILITY 4538027 29790727 X 71439116 -708800 24500 -684300 72123416 3925023 3925023 76048439 32617082 24500 24500 32592582 3925023 3925023 36517605 PART X, LINE 2: INCOME TAXES: THE ORGANIZATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ORGANIZATION QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THE ORGANIZATION HAD NO SIGNIFICANT NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT OF THE FINANCIAL STATEMENTS. CONSEQUENTLY, NO ACCRUAL FOR INTEREST AND PENALTIES WAS DEEMED NECESSARY FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL AND STATE JURISDICTIONS. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO TAX EXAMINATION BY THE U.S. FEDERAL OR STATE TAX AUTHORITIES FOR YEARS BEFORE 2019. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSES 1,805,108. PROVISION FOR LOAN LOSSES 2,119,915. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSES 1,805,108. PROVISION FOR LOAN LOSSES 2,119,915. 1 WIND RIVER DEVELOPMENT FUND PO BOX 661 FTWASHAKIE WY 82514 830337192 501C3 100000 0 FINANCE JUSTICE FUND SUBGRANT SOLAR ENERGY LOAN FUND 2400 RHODE ISLAND AVE FORTPIERCE FL 34950 273102098 501C3 200000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG CITY FIRST ENTERPRISES INC 1 THOMAS CIRCLE SUITE 700 WASHINGTON DC 20005 522101165 501C3 200000 0 FINANCE JUSTICE FUND SUBGRANT INDIAN LAND CAPITAL COMPANY 151 COUNTRY ROAD B2 LITTLECANADA MN 55117 202744778 501C3 200000 0 FINANCE JUSTICE FUND SUBGRANT NEIGHBORWORKS COLUMBUS 345 6TH STREET COLUMBUS GA 31901 582498678 501C3 125000 0 FINANCE JUSTICE FUND SUBGRANT IFF 333 S WABASH AVENUE SUITE 2800 CHICAGO IL 60604 363656836 501C3 100000 0 FINANCE JUSTICE FUND SUBGRANT GROW SOUTH DAKOTA 104 ASH STREET EAST SISSETON SD 57262 562667948 501C3 200000 0 FINANCE JUSTICE FUND SUBGRANT ECONOMIC & COMM DEV INSTITUTE 1655 OLD LEONARD AVENUE COLUMBUS OH 43219 311145544 501C3 225000 0 FINANCE JUSTICE FUND 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501C3 250000 0 FINANCE JUSTICE FUND SUBGRANT INCLUSIVE ACTION FOR THE CITY 2900 E CESAR E CHAVEZ AVENUE LOSANGELES CA 90033 270584116 501C3 125000 0 FINANCE JUSTICE FUND SUBGRANT WORKING WORLD INC 116 NASSAU STREET 513 NEWYORK NY 10038 202264584 501C3 175000 0 FINANCE JUSTICE FUND SUBGRANT TMC COMMUNITY CAPITAL 1720 BROADWAY FLOOR 3 OAKLAND CA 94612 855204018 501C3 200000 0 FINANCE JUSTICE FUND SUBGRANT NEIGHBORHOOD HOUSING SERVICES SAN ANTONIO 851 STEVENS AVENUE SANANTONIO TX 78210 742379794 501C3 100000 0 FINANCE JUSTICE FUND SUBGRANT NEIGHBORHOOD LENDING PARTNERS OF FLORIDA 3615 WEST SPRUCE STREET TAMPA FL 33607 593138324 501C3 150000 0 FINANCE JUSTICE FUND SUBGRANT CBA FUND 1701 K STREET NW SUITE 1000 WASHINGTON DC 20006 824272195 501C3 190000 0 FINANCE JUSTICE FUND SUBGRANT IMPACT DEVELOPMENT FUND 200 E 7TH STREET SUITE 412 LOVELAND CO 80537 841505466 501C3 160000 0 FINANCE JUSTICE FUND SUBGRANT COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT 91-1270 KINOIKI ST BUILDING 1 KAPOLEI HI 96707 910313383 501C3 400000 0 FINANCE JUSTICE FUND SUBGRANT NEWWEST COMMUNITY CAPITAL 950 W BANNOCK STREET SUITE 1100 BOISE ID 83702 820523355 501C3 200000 0 FINANCE JUSTICE FUND SUBGRANT EXPANDING BLACK BUSINESS NFP C/O NCIF 135 S LASALLE SUITE 3025 CHICAGO IL 60603 815173829 501C3 100000 0 FINANCE JUSTICE FUND SUBGRANT KENTUCKY HIGHLANDS INVESTMENT CORP 362 OLD WHITLEY ROAD PO BOX 1738 LONDON KY 40743 610673339 501C3 100000 0 CF RELENDING GRANT SOUTHWEST GEORGIA UNITED EMPOWERMENT 123 S 7TH STREET CORDELE GA 31015 582196032 501C3 250000 0 FINANCE JUSTICE FUND SUBGRANT COMMUNITY CAPITAL NEW YORK INC 44 EXECUTIVE BLVD SUITE 203 ELMSFORD NY 10523 133544227 501C3 250000 0 FINANCE JUSTICE FUND SUBGRANT ACCOMPANY CAPITAL 120 BROADWAY SUITE 230 NEWYORK NY 10271 810584343 501C3 100000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG ARCATA ECONOMIC DEVELOPEMENT CORP 707 K STREET EUREKA CA 95501 942674882 501C3 75000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG ALLIES FOR COMMUNITY BUSINESS 135 N KEDZIE AVENUE CHICAGO IL 60612 363966573 501C3 500000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG ACCION OPPORTUNITY FUND 111 WEST SAINT JOHN STREET SUITE 800 SANJOSE CA 95113 311719434 501C3 250000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG ASSETS LANCASTER 100 S QUEEN STREET SUITE 246 LANCASTER PA 17603 232827808 501C3 100000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG FLAGSHIP ENTERPRISE CENTER 2705 ENTERPRISE DRIVE SUITE 150 ANDERSON IN 46013 043732583 501C3 100000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG BRIDGEWAY CAPITAL 707 GRANT STREET SUITE 1920 PITTSBURGH PA 15219 251635121 501C3 250000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG NAT'L MONORITY SUPPLIER DEV COUNCIL AVENUE OF AMERICAS 33RD FLOOR RM 33-031 NEW YORK NY 10105 133407599 501C3 100000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG BOC CAPITAL CORP 85 SOUTH OXFORD STREET BROOKLYN NY 11217 113596666 501C3 75000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG COOPERATIVE BUSINESS ASSISTANCE CORPORATION 328 MARKET STREET SUITE 201 CAMDEN NJ 08102 222807816 501C3 75000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG COMMUNITY BUSINESS PARTNERSHIP INC 6564 LOISDALE CT SUITE 600 SPRINGFIELD VA 01829 541760384 501C3 100000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG COMMUNITY ENTERPRISE DEVELOPMENT SERVICES 1450 SOUTH HAVANA STREET SUITE 504 AURORA CO 80012 453064996 501C3 100000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG CITY FIRST ENTERPRISES INC 1 THOMAS CIRCLE SUITE 700 WASHINGTON DC 20005 522101165 501C3 250000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG COOK INLET LENDING CENTER INC 3510 SPENARD ROAD SUITE 102 ANCHORAGE AK 99503 920177969 501C3 75000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG CLIMB FUND 2 RACE STREET CHARLESTON SC 29403 570707663 501C3 100000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG COMMUNITY REINVESTMENT FUND 801 NICOLLET MALL SUITE 1700W MINNEAPOLIS MN 55402 411616861 501C3 750000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG COMMUNITY VENTURES CORPORATION 1450 NORTH BROADWAY LEXINGTON KY 40505 311064807 501C3 100000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG COMMUNITYWORKS CAROLINA 107 W ANTRIM DRIVE GREENVILLE SC 29607 260421563 501C3 75000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG DORCHESTER BAY ECONOMIC DEVELOPMENT CORPORATION 594 COLUMBIA ROAD SUITE 302 DORCHESTER MA 02125 042681632 501C3 75000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG THE ENTERPRISE CENTER CAPITAL CORPORATION 4548 MARKET STREET PHILADELPHIA PA 19139 270022215 501C3 100000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG FINANCE FUND 175 SOUTH THIRD STREET SUITE 1200 COLUMBUS OH 43215 743033288 501C3 100000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG OWEESTA CORPORATION 2432 MAIN STREET 1ST FLOOR LONGMONT CO 80501 541970097 501C3 750000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG GRAMEEN AMERICA 150 WEST 30TH STREET 8TH FLOOR NEWYORK NY 10001 208497991 501C3 250000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG GREENWOOD ARCHER 1000 E 111TH STREET 10TH FLOOR CHICAGO IL 60628 461076726 501C3 125000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG GREAT RIVER COMMUNITY TRUST 33 S CHESAPEAKE WAY ZEBULAN NC 27597 431925293 501C3 500000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG HARLEM ENTREPRENEURIAL FUND LLC 361 WEST 125TH STREET 2ND FLOOR NEWYORK NY 10027 261393970 501C3 100000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG ICA FUND 2335 BROADWAY SUITE 102 OAKLAND CA 94612 470898054 501C3 75000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG NATIONAL INSTITUTE OF MONORITY ECONOMIC DEV 114 W PARRISH STREET DURHAM NC 27701 562142717 501C3 75000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG JARI GROWTH FUND INC 245 MARKET ST SUITE 200 JOHNSTOWN PA 15901 812565745 501C3 100000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG JUST COMMUNITY 1000 RIO GRANDE AUSTIN TX 78704 811447315 501C3 100000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG LOCAL ENTERPRISE ASSISTANCE FUND 386 WESTERN AVENUE BOSTON MA 01011 042763724 501C3 500000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG LOWELL COMMUNITY LOAN FUND 50 ISLAND STREET ENTRY B SUITE 103 LAWRENCE MA 01840 043571892 501C3 100000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG MOFI 229 E MAIN STREET MISSOULA MT 59802 810500256 501C3 100000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG ENTREPRENEUR FUND 202 W SUPERIOR STREET SUITE 311 DULUTH MN 55802 363566632 501C3 500000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG NEBRASKA ENTERPRISE FUND 330 NORTH OAKLAND AVENUE OAKLAND NE 68045 311543695 501C3 125000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG NORTHERN GREAT LAKES INITIATIVES 101 W WASHINGTON ST SUITE 9 MARQUETTE MI 49855 473130767 501C3 500000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG PARTNERS FOR THE COMMON GOOD 1444 I STREET NW SUITE 201 WASHINGTON DC 20005 364369806 501C3 150000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG RAZA DEVELOPMENT FUND INC 410 E SOUTHERN AVENUE PHOENIX AZ 85004 521954196 501C3 250000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG RENAISSANCE ECONOMIC DEVELOPMENT CORPORATION 2 ALLEN STREET 7TH FLOOR NEWYORK NY 10002 133946529 501C3 100000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG SPRUCE ROOT ONE SEALASKA PLAZA SUITE 400 JUNEAU AK 99801 454295940 501C3 100000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG TMC COMMUNITY CAPITAL 1720 BROADWAY FLOOR 3 OAKLAND CA 94612 855204018 501C3 75000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG WASHINGTON AREA COMMUNITY INVESTMENT FUND 2012 RHODE ISLAND AVENUE WASHINGTON DC 20018 541442466 501C3 250000 0 FINANCE JUSTICE FUND SUBGRANT IMPACT LOAN FUND INC 1952 E ALLEGHENY AVE PHILADELPHIA PA 19134 233032463 501C3 150000 0 FINANCE JUSTICE FUND SUBGRANT FINANCE FUND 175 SOUTH THIRD STREET SUITE 1200 COLUMBUS OH 43215 743033288 501C3 200000 0 FINANCE JUSTICE FUND SUBGRANT DAKOTA RESOURCES ECON & LEADERSHIP DEV 25795 475TH AVENUE SUITE 1 RENNER SD 57055 460442430 501C3 200000 0 FINANCE JUSTICE FUND SUBGRANT PACIFIC COMMUNITY VENTURES 51 FEDERAL STREET SUITE100 SANFRANCISCO CA 94107 770485877 501C3 200000 0 FINANCE JUSTICE FUND SUBGRANT ACCESSITY 404 EUCLID AVENUE SUITE 271 SANDIEGO CA 92114 330620415 501C3 75000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG ACCESS TO CAPITAL FOR ENTREPRENEURS 3173 HWY 129 NORTH CLEVELAND GA 30528 582383669 501C3 100000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG BEAUFORT COUNTY BLACK CHAMBER OF COMMERCE 711 BLADEN STREET BEAUFORT SC 29902 043627371 501C3 75000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG SEATTLE ECONOMIC DEVELOPMENT FUND 12720 GATEWAY DR S SUITE 207 TUKWILA WA 98168 911764008 501C3 100000 0 OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG CAPITAL IMPACT PARTNERS 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EFFICIENT GRANT ONE ROOF HOUSING 12 E 4TH STREET DULUTH MN 55805 411678328 501C3 50000 0 2022 RENEWABLE ENERGY EFFICIENT GRANT PART I, LINE 2: OFN MAKES PASS-THROUGH GRANTS TO MEMBER CDFIS FOR CERTAIN OPERATIONAL AND PROGRAMMATIC PURPOSES. OFN ALSO MAKES CERTAIN PASS THROUGH GRANTS TO CDFIS IN CONJUNCTION WITH ITS LENDING TO CDFIS, SUPPORTING CDFIS WORK IN LOW-INCOME AND OTHER DISINVESTED COMMUNITIES. X X 0 0 0 0 0 0 0 1 0 LISA MENSAH PRESIDENT & CEO THRU AUG 31, 2022 281490 0 58499 0 0 0 0 0 24078 0 364067 0 0 0 BETH LIPSON INTERIM PRESIDENT & CEO & CHIEF FINA 256457 0 0 0 0 0 0 0 3922 0 260379 0 0 0 AMBER BELL CHIEF STRATEGY & OPERATION 231104 0 3750 0 0 0 0 0 23582 0 258436 0 0 0 JENNIFER VASILOFF CHIEF EXTERNAL AFFAIRS OFF 227125 0 3750 0 0 0 0 0 3923 0 234798 0 0 0 SETH JULYAN EXECUTIVE VP, NETWORK SERVICES 189651 0 3750 0 0 0 0 0 21246 0 214647 0 0 0 MARY WRIGHT SENIOR VP, FINANCIAL SVCS 184649 0 3000 0 0 0 0 0 3923 0 191572 0 0 0 DAFINA WILLIAMS EXECUTIVE VP, EXTERNAL AFFAIRS 166638 0 3000 0 0 0 0 0 14060 0 183698 0 0 0 ANDREA LONGTON SENIOR VP, FINANCIAL SVCS 171150 0 4500 0 0 0 0 0 4140 0 179790 0 0 0 BHUMIP PATEL SENIOR VP, ACCOUNTING & FINANCE 172198 0 3000 0 0 0 0 0 2149 0 177347 0 0 0 SHAKEYDA DANIELS SENIOR VP, FINANCIAL SERVI 161554 0 5250 0 0 0 0 0 9791 0 176595 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDED INCENTIVE BONUSES TO SELECT HIGHLY COMPENSATED EMPLOYEES RELATED TO PERFORMANCE. THE CEO RECEIVED A BONUS IN AGREEMENT WITH THEIR EMPLOYMENT CONTRACT. FORM 990, PART VI, SECTION A, LINE 6 PER OFN'S BYLAWS, THERE IS ONE CLASS OF MEMBERSHIP AVAILABLE TO PRIVATE, NON-GOVERNMENTAL, MISSION-DRIVEN FINANCIAL INSTITUTIONS THAT MEET THE QUALIFICATIONS FOR MEMBERSHIP. EACH MEMBER IS ENTITLED TO BE REPRESENTED AT ANY MEETING OF THE MEMBERS BY UP TO TWO DELEGATES, WHO SHALL BE EITHER AN EMPLOYEE OF OR A BOARD MEMBER OF THE MEMBER. THE PRESENCE IN PERSON OF DELEGATES REPRESENTING AT LEAST ONE-THIRD OF THE MEMBERS CONSTITUTES A QUORUM FOR THE TRANSACTION OF BUSINESS. WHEN A QUORUM IS PRESENT AT ANY MEETING, THE MAJORITY OF THE VOTES PRESENT DECIDES ANY QUESTION BROUGHT BEFORE THE MEETING. EACH MEMBER IS ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. ALL VOTING, EXCEPT ELECTIONS FOR DIRECTORS WHICH IS BY WRITTEN OR PROXY BALLOT, MAY BE BY VOICE VOTE OR BALLOT. AT LEAST TWO-THIRDS OF THE DIRECTORS ARE ELECTED BY THE MEMBERS. UP TO ONE-THIRD OF THE DIRECTORS ARE APPOINTED BY THE BOARD OF DIRECTORS. NOMINATIONS FOR CANDIDATES FOR DIRECTOR ARE MADE BY A WRITTEN NOTICE TO THE NOMINATING COMMITTEE AND MUST BE ENDORSED BY NOT LESS THAN TWO (2) MEMBERS AND DELIVERED AT LEAST SIXTY (60) DAYS BEFORE THE ELECTION. ALL NOMINATIONS SO MADE BY MEMBERS ARE PRESENTED TO THE MEMBERSHIP FOR CONSIDERATION. NEW BYLAWS MAY BE ADOPTED, OR THE EXISTING BYLAWS MAY BE AMENDED OR REPEALED, BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE VOTES REPRESENTED. VOTING OCCURS BY PROXY OR IN PERSON AT A DULY HELD MEETING OF MEMBERS AT WHICH A QUORUM IS PRESENT. FORM 990, PART VI, SECTION A, LINE 7A PER OFN'S BYLAWS, THERE IS ONE CLASS OF MEMBERSHIP AVAILABLE TO PRIVATE, NON-GOVERNMENTAL, MISSION-DRIVEN FINANCIAL INSTITUTIONS THAT MEET THE QUALIFICATIONS FOR MEMBERSHIP. EACH MEMBER IS ENTITLED TO BE REPRESENTED AT ANY MEETING OF THE MEMBERS BY UP TO TWO DELEGATES, WHO SHALL BE EITHER AN EMPLOYEE OF OR A BOARD MEMBER OF THE MEMBER. THE PRESENCE IN PERSON OF DELEGATES REPRESENTING AT LEAST ONE-THIRD OF THE MEMBERS CONSTITUTES A QUORUM FOR THE TRANSACTION OF BUSINESS. WHEN A QUORUM IS PRESENT AT ANY MEETING, THE MAJORITY OF THE VOTES PRESENT DECIDES ANY QUESTION BROUGHT BEFORE THE MEETING. EACH MEMBER IS ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. ALL VOTING, EXCEPT ELECTIONS FOR DIRECTORS WHICH IS BY WRITTEN OR PROXY BALLOT, MAY BE BY VOICE VOTE OR BALLOT. AT LEAST TWO-THIRDS OF THE DIRECTORS ARE ELECTED BY THE MEMBERS. UP TO ONE-THIRD OF THE DIRECTORS ARE APPOINTED BY THE BOARD OF DIRECTORS. NOMINATIONS FOR CANDIDATES FOR DIRECTOR ARE MADE BY A WRITTEN NOTICE TO THE NOMINATING COMMITTEE AND MUST BE ENDORSED BY NOT LESS THAN TWO (2) MEMBERS AND DELIVERED AT LEAST SIXTY (60) DAYS BEFORE THE ELECTION. ALL NOMINATIONS SO MADE BY MEMBERS ARE PRESENTED TO THE MEMBERSHIP FOR CONSIDERATION. NEW BYLAWS MAY BE ADOPTED, OR THE EXISTING BYLAWS MAY BE AMENDED OR REPEALED, BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE VOTES REPRESENTED. VOTING OCCURS BY PROXY OR IN PERSON AT A DULY HELD MEETING OF MEMBERS AT WHICH A QUORUM IS PRESENT. FORM 990, PART VI, SECTION A, LINE 7B PER OFN'S BYLAWS, THERE IS ONE CLASS OF MEMBERSHIP AVAILABLE TO PRIVATE, NON-GOVERNMENTAL, MISSION-DRIVEN FINANCIAL INSTITUTIONS THAT MEET THE QUALIFICATIONS FOR MEMBERSHIP. EACH MEMBER IS ENTITLED TO BE REPRESENTED AT ANY MEETING OF THE MEMBERS BY UP TO TWO DELEGATES, WHO SHALL BE EITHER AN EMPLOYEE OF OR A BOARD MEMBER OF THE MEMBER. THE PRESENCE IN PERSON OF DELEGATES REPRESENTING AT LEAST ONE-THIRD OF THE MEMBERS CONSTITUTES A QUORUM FOR THE TRANSACTION OF BUSINESS. WHEN A QUORUM IS PRESENT AT ANY MEETING, THE MAJORITY OF THE VOTES PRESENT DECIDES ANY QUESTION BROUGHT BEFORE THE MEETING. EACH MEMBER IS ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. ALL VOTING, EXCEPT ELECTIONS FOR DIRECTORS WHICH IS BY WRITTEN OR PROXY BALLOT, MAY BE BY VOICE VOTE OR BALLOT. AT LEAST TWO-THIRDS OF THE DIRECTORS ARE ELECTED BY THE MEMBERS. UP TO ONE-THIRD OF THE DIRECTORS ARE APPOINTED BY THE BOARD OF DIRECTORS. NOMINATIONS FOR CANDIDATES FOR DIRECTOR ARE MADE BY A WRITTEN NOTICE TO THE NOMINATING COMMITTEE AND MUST BE ENDORSED BY NOT LESS THAN TWO (2) MEMBERS AND DELIVERED AT LEAST SIXTY (60) DAYS BEFORE THE ELECTION. ALL NOMINATIONS SO MADE BY MEMBERS ARE PRESENTED TO THE MEMBERSHIP FOR CONSIDERATION. NEW BYLAWS MAY BE ADOPTED, OR THE EXISTING BYLAWS MAY BE AMENDED OR REPEALED, BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE VOTES REPRESENTED. VOTING OCCURS BY PROXY OR IN PERSON AT A DULY HELD MEETING OF MEMBERS AT WHICH A QUORUM IS PRESENT. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE FORM 990, THE SVP, ACCOUNTING AND FINANCE AND THE VP, ACCOUNTING REVIEW THE FORM FOR ACCURACY AND THEN FORWARD IT TO THE CHIEF FINANCIAL OFFICER AND PRESIDENT & CEO FOR REVIEW. IN ADDITION, THE ORGANIZATION SENDS AN ELECTRONIC COPY OF THE FORM 990 TO ITS BOARD OF DIRECTORS. THIS IS PRIMARILY FOR INFORMATIONAL PURPOSES AND TO ALLOW FOR COMMENTS FROM THE BOARD, BUT DOES NOT REQUIRE ACTION FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE BOARD OF DIRECTORS SIGNS A POTENTIAL CONFLICT OF INTEREST STATEMENT WHICH STATES THAT THEY DO NOT HAVE A POTENTIAL CONFLICT OF INTEREST AS COVERED BY THE OPPORTUNITY FINANCE NETWORK'S CONFLICT OF INTEREST POLICY. IF THE BOARD MEMBER (OR ANY RELATED PARTY) IS INVOLVED IN TRANSACTIONS WITH OFN INCLUDING BUT NOT LIMITED TO LOAN AND GRANT APPLICATIONS TO OFN, AND CONSULTING CONTRACTS WITH OFN, THE BOARD MEMBER DISCLOSES THIS IN A SEPARATE STATEMENT. ALL STAFF ALSO MUST ADHERE TO OFN'S CONFLICT OF INTEREST POLICIES AND REPORT POTENTIAL CONFLICTS FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE PRESIDENT & CEO IS GOVERNED BY AN EXECUTIVE EMPLOYMENT AGREEMENT AND DETERMINED THROUGH AN ANNUAL PERFORMANCE REVIEW. OFN'S BOARD CHAIR MANAGES THIS PROCESS BY REVIEWING THE PRESIDENT & CEO'S PERFORMANCE AGAINST SET GOALS. THEY USE A DOCUMENTED PROCESS OF SELF-ASSESSMENT AND PERFORMANCE REVIEW. THESE RESULTS ARE DOCUMENTED FOR THE RECORDS. OFN SENIOR OFFICERS AND ALL KEY EMPLOYEES UNDERGO AN ANNUAL PERFORMANCE MANAGEMENT REVIEW PROCESS, IN WHICH ANNUAL COMPENSATION IS ALSO REVIEWED. OFN UNDERTAKES A REGULAR EXTERNAL MARKET COMPENSATION STUDY FOR ALL KEY STAFF POSITIONS, WHICH SERVES AS A FOUNDATION BENCHMARK FOR DETERMINING APPROPRIATE STAFF COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). 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