2015-11-05T13:51:37-06:00 2014-12-31 521480805 CHACONAS & WILSON PC 2100 PENNSYLVANIA AVENUE NW SUITE 580 WASHINGTON DC 20037 990 2014-01-01 521290127 CAPITAL IMPACT PARTNERS CAPI 7036472360 2011 CRYSTAL DRIVE NO 750 ARLINGTON VA 22202 ELLIS CARR CHIEF FINANCIAL OFFICER 7036472306 2015-11-05 1 JOSEPH WILSON JR P00049429 2024298890 2014 2016-04-25 22:37:26Z ELLIS CARR 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 35091475 0 X WWW.CAPITALIMPACT.ORG X 1982 DC SEE SCHEDULE 'O', PAGE 38. 11 11 102 0 0 0 11125036 17783870 16400627 16473217 132977 299225 64989 140234 27723629 34696546 1771581 1457795 0 0 11152489 12609129 0 0 272129 11368065 12829468 24292135 26896392 3431494 7800154 224983464 243113575 96292928 106329174 128690536 136784401 X TO PROVIDE FINANCIAL SERVICES AND TECHNICAL SUPPORT TO COOPERATIVES AND OTHER COOPERATIVE LIKE ORGANIZATIONS TARGETED TOWARD NEWER, LESS ESTABLISHED ORGANIZATIONS AND UNDERSERVED COMMUNITIES WHOSE RESIDENTS ARE DISADVANTAGED, LOW-INCOME AND/OR ELDERLY (CONTINUED ON SCHEDULE O) PERSONS WITH SPECIAL NEEDS. 0 0 10305686 2031254 GENERAL LOAN PROGRAM:CAPITAL IMPACT PARTNERS PROVIDES BELOW-MARKET LOANS AND FINANCIAL SERVICES TO COMMUNITY BASED ORGANIZATIONS FOCUSED ON PROVIDING GOODS AND SERVICES TO LOW INCOME AND ECONOMICALLY DISADVANTAGED POPULATIONS. THIS INCLUDES CONSTRUCTION SERVICES, WHICH PROVIDES SUPPORT FOR ALL THE LENDING PROGRAMS. 6646519 1317795 2268480 AFFORDABLE HOUSING/ASSISTED LIVING/NURSING HOME CARE:COMMUNITY SOLUTIONS GROUP (CSG) - CAPITAL IMPACT PARTNERS BRIDGES THE GAP BETWEEN POLICY AND DEVELOPMENT TO IMPROVE THE LIVES OF LOW-INCOME INDIVIDUALS AND THE FRAIL ELDERLY. CSG OPERATES IN TWO MAIN FIELDS: AFFORDABLE HOUSING AND AGING.CAPITAL IMPACT PARTNERS' EFFORTS IN AFFORDABLE HOMEOWNERSHIP ARE TO BUILD CAPACITY AND SCALE FOR LONG-TERM AFFORDABLE HOUSING. THESE TYPES OF PROGRAMS ARE SHARED EQUITY MECHANISMS THAT OFFER HOMEOWNERS RELIABLE ASSET BUILDING OPPORTUNITIES WHILE ALSO PRESERVING PUBLIC INVESTMENT.(CONTINUED ON SCHEDULE O)IN THE LONG-TERM CARE FIELD, CSG RUNS THE GREEN HOUSE PROJECT AND THE CENTER FOR LONG-TERM SUPPORT INNOVATION (CLTSI). THE GREENHOUSE PROJECT IS A NATIONAL INITIATIVE TO CREATE HUMANE, NON-INSTITUTIONAL NURSING HOMES PREDOMINANTLY SERVING LOW AND MODERATE INCOME INDIVIDUALS WHO NEEDS SKILLED NURSING CARE BY COMBINING A SMALL HOUSE MODEL WITH SELF-MANAGED TEAMS OF DIRECT WORKERS. THE GREENHOUSE PROJECT HAS CREATED 175 ALTERNATIVE "SMALL HOUSE" NURSING HOME PROJECTS BETWEEN 2003 AND 2014, SERVING OVER 1,800 OLDER INDIVIDUALS. CLTSI CREATES POLICY INNOVATIONS AND DEVELOPMENT TOOLS FOR THE LONG-TERM CARE FIELD, ESPECIALLY IN THE HOUSING-WITH SERVICES MARKET.THE VILLAGE TO VILLAGE NETWORK, LLC (VTV NETWORK) IN PARTNERSHIP WITH THE BEACON HILL VILLAGE, IS A NATIONAL PEER-TO-PEER NETWORK DEVELOPED TO PROMOTE AND EXPAND THE VILLAGE MODEL AS A NEW INNOVATIVE MODEL TO SUPPORT AGING IN COMMUNITY. DEVELOPED AS A MEMBERSHIP BASED, TECHNICAL ASSISTANCE ORGANIZATION, THE VTV NETWORK HAS SECURED 251 ORGANIZATION MEMBERS, EACH REPRESENTING ON AVERAGE 150 OLDER ADULTS IN LOCAL COMMUNITIES NATIONWIDE AND CURRENTLY SERVING 20,000 OLDER ADULTS NATIONWIDE. THE VTV NETWORK PROVIDED 30 HOURS/WEEK IN TECHNICAL ASSISTANCE CONSULTING AND HELD 38 WEBINARS ATTENDED BY A TOTAL OF 450MEMBERS HOSTED A NATIONAL VILLAGE GATHERING WITH 278 ATTENDEES AND PRESENTED AT 25 NATIONAL AND REGIONAL CONFERENCES.CORNERSTONE PARTNERSHIP HAS OVER 1,100 PEER NETWORK MEMBERS, WHO ACCESS TOOLS, RESOURCES AND WEBINARS FROM THE CORNERSTONE PARTNERSHIP WEBSITE. CORNERSTONE PARTNERSHIP ADMINISTERS A FEDERALLY FUNDED SOCIALINNOVATION FUND PROJECT, WHICH IN 2014 AWARDED $1.3 MILLION INCAPACITY BUILDING GRANTS TO 9 AFFORDABLE HOMEOWNERSHIP PROGRAMS ACROSS THE COUNTRY. CORNERSTONE PARTNERSHIP HAS ALSO DEVELOPED HOMEKEEPER, ASALESFORCE.COM APP TO HELP AFFORDABLE HOMEOWNERSHIP PROGRAMS TO TRACK CLIENTS, PROPERTIES, RESALES AND OTHER IMPORTANT INFORMATION. IN 2014,HOMEKEEPER HAD 75 USERS PRESERVING THE AFFORDABILITY OF 8,000 HOMES 220201 4930527 EDUCATION:CAPITAL IMPACT PARTNERS HAS BEEN A CHARTER SCHOOL LENDER FOR 18 YEARS AND HAS BECOME A VALUABLE FINANCING SOURCE FOR OUR NATION'S CHARTER SCHOOLS. TO ENSURE THAT LOW COST CAPITAL IS AVAILABLE NATIONWIDE, CAPITAL IMPACT PARTNERS OFFERS CONSTRUCTION AND RENOVATION AND, REAL ESTATE ACQUISITION AND TERM LOANS, EQUIPMENT LOANS, AND REVOLVING LINES OF CREDIT. CAPITAL IMPACT PARTNERS IS INTEGRAL IN CONNECTING ITS BORROWERS TO INSTITUTIONAL INVESTORS TO IMPROVE THE AMOUNT AND TYPE OF FINANCING AVAILABLE. IN 2014, DISBURSEMENTS TOTALED $33.7 MILLION TO 10 CHARTER SCHOOLS THAT SERVE NEARLY 15,000 STUDENTS, 83% OF WHOM QUALIFY FOR FREE OR REDUCED PRICE LUNCHES. CAPITAL (CONTINUED ON SCHEDULE O) IMPACT PARTNERS DEVELOPED OR RENOVATED MORE THAN 185,000 SQUARE FEET OF EDUCATIONAL SPACE. 17174 2290562 HEALTHCARE:CAPITAL IMPACT PARTNERS HAS CREATED INNOVATIVE SOLUTIONS TO SUCCESSFULLY PRESERVE AFFORDABLE HEALTH CARE FOR LOW INCOME FAMILIES ACROSS THE COUNTRY. DEDICATED TO DELIVERING VALUE-ADDED SERVICE AND EASE OF PROCESS, WE TAP OUR 30 YEARS OF EXPERIENCE IN THE MARKET TO CUSTOMIZE APPROPRIATELY STRUCTURED FINANCING FOR OUR BORROWERS: COMMUNITY CLINICS AND HEALTH CENTERS, SUBSTANCE ABUSE REHABILITATION/BEHAVORIAL CARE FACILITIES, ADULT DAY HEALTH CARE FACILITIES, AND ASSISTED LIVING/CONTINUING CARE FACILITIES. IN 2014, CAPITAL IMPACT PARTNERS DISBURSED APPROXIMATELY $38 MILLION TO 22 HEALTH FACILITIES THAT SERVE NEARLY 500,000 PATIENTS ANNUALLY. EIGHTY-FIVE PERCENT OF PATIENTS LIVE AT OR BELOW 200% OF THE FEDERAL POVERTY LINE. 707478 140000 604193 HEALTHY FOOD:CAPITAL IMPACT PARTNERS PROVIDES LOANS TO COMMUNITY BASED ORGANIZATIONS THAT WILL FINANCE GROCERY STORES AND OTHER RETAIL OUTLETS TO IMPROVE THE ACCESS TO FRESH, HEALTH FOODS IN FOOD DESERTS AND OTHER UNDERSERVED AREAS. CAPITAL IMPACT PARTNERS PROVIDED FINANCING TO 5 HEALTHY FOOD PROJECTS IN 2014 TOTALING $20.5MM. THE PROJECTS ARE EXPECTED TO CREATE 247 JOBS AND WILL PROVIDE FRESH, HEALTHY FOOD ACCESS TO ALMOST 75,000 LOW-AND MODERATE-INCOME PEOPLE. THE FINANCING IS FOCUSED TO DEVELOP AND EXPAND GROCERY STORES AND OTHER FORMS OF HEALTHY FOOD RETAILERS IN UNDERSERVED COMMUNITIES. 571934 4348201 NEW MARKET TAX CREDITS:CAPITAL IMPACT PARTNERS HAS RECEIVED SEVEN ALLOCATIONS OF NEW MARKETS TAX CREDITS (NMTC) TOTALING $492 MILLION TO PROVIDE HEALTH CARE ORGANIZATIONS, CHARTER SCHOOLS, AND OTHER COMMUNITY ORGANIZATIONS AFFORDABLE FINANCING NATIONWIDE. NMTC ALLOWS CAPITAL IMPACT PARTNERS TO OFFER BORROWERS MORE FLEXIBLE TERMS SUCH AS LONGER AMORTIZATION PERIODS, INTEREST-ONLY PAYMENTS FOR AS LONG AS SEVEN YEARS, HIGHER LOAN-TO-VALUE RATIOS AND POTENTIAL EQUITY BENEFIT AT THE END OF THE LOAN TERM. 1296586 140000 7242956 18468992 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 135 0 1 102 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 CA DE X NATALIE NICKENS GUNN 7036472360 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 THOMAS BLEDSOE DIRECTOR 0.70 X 0 0 0 JANE GARCIA DIRECTOR 0.70 X 2000 0 0 JANIS HERSCHKOWITZ DIRECTOR 0.70 X 2000 0 0 ROSEMARY K MAHONEY DIRECTOR 0.70 X 4000 0 0 STEPHANIE MCHENRY DIRECTOR 0.70 X 2000 0 0 LRAY MONCRIEF DIRECTOR 0.70 X 2000 0 0 CHARLES E SNYDER DIRECTOR 0.70 X 2000 0 0 ELI KENNEDY DIRECTOR 0.70 X 4000 0 0 JUDY ZIEWACZ DIRECTOR 0.70 X 2000 0 0 THOMAS WALSH DIRECTOR 0.70 X 3000 0 0 DANA PANCRAZI DIRECTOR 0.70 X 0 0 0 TERRY SIMONETTE PRESIDENT & CEO 40.00 X 533938 0 51248 ELLIS CARR CHIEF FINANCIAL OFFICER 40.00 X 253326 0 28644 CAROLYN K BAUER CHIEF RISK OFFICER 40.00 X 215176 0 27425 SCOTT SPORTE CHIEF LENDING OFFICER 40.00 X 241139 0 42327 FRANKLIN D FASANO JR CHIEF INFORMATION OFFICER 40.00 X 191595 0 41631 AMY SUE LEAVENS GENERAL COUNSEL 40.00 X 211412 0 25204 DAVID FARRELL DEPT. DIRECTOR 40.00 X 200593 0 36510 NATALIE GUNN DEPT. DIRECTOR 40.00 X 175056 0 18234 LISA GRAMMER DEPT. DIRECTOR 40.00 X 155601 0 18977 SUSAN FRAZIER DEPT. DIRECTOR 40.00 X 160665 0 24615 SCOTT BROWN DEPT. DIRECTOR 40.00 X 160665 0 19591 2522166 0 334406 30 0 1 0 COHNREZNICK LLP 500 EAST PRATT STREET BALTIMORE MD 21202 CONSULTING 730763 EMERGING MARKETS INC 1024 ORANGE DRIVE SUITE 120 LOS ANGELES CA 90038 CONSULTING 621830 CENTER FOR GROWING AND BECOMING 508 HIGHLAND ROAD ITHACA NY 14850 CONSULTING 348682 MARK HILTZ 16087 HAMILTON STATION ROAD WATERFORD VA 20197 CONSULTING 333536 RICK JACOBUS 538 CHETWOOD STREET OAKLAND CA 94610 CONSULTING 217065 10 5003901 12779969 425842 17783870 INTEREST EARNED ON LOANS 900099 10166526 10166526 LOAN MANAGEMENT FEES 900099 4629744 4629744 CONTRACT REVENUE 900099 1751023 1751023 -74076 -74076 16473217 409513 409513 284641 394929 -110288 -110288 -110288 OTHER INCOME 900099 140234 140234 140234 34696546 16473217 0 439459 X 1457795 1457795 1886065 1108190 684721 93154 8497583 5360808 3134062 2713 765335 486766 278005 564 806063 503806 301639 618 654083 412947 240563 573 791603 496101 280717 14785 409445 130204 264501 14740 367996 117340 238434 12222 3439620 2705294 697610 36716 668920 228552 411730 28638 461175 211218 237044 12913 889733 548316 324346 17071 649911 500586 141859 7466 2843813 2843813 72844 69202 3642 189449 47321 135022 7106 PROVISION FOR LOAN LOSS 787895 787895 CORPORATE DEVELOPMENT 470012 114567 337673 17772 BAD DEBT EXPENSE 296792 296792 TRAINING 226866 198147 27283 1436 263394 209326 54068 26896392 18468992 8155271 272129 51607355 61462826 7174778 12296545 2431009 1871372 152897316 157369683 362521 172503 162487 190018 2739354 2642143 4489958 4773205 3481207 2507783 224983464 243113575 2775796 3875607 93517132 102453567 96292928 106329174 X 78418590 83799436 48784471 51497490 1487475 1487475 128690536 136784401 224983464 243113575 X 7800154 -297068 590779 X X 0 1 X 1 1 1 X 7309564 9108350 9433473 11125036 17783870 54760293 7309564 9108350 9433473 11125036 17783870 54760293 18699147 36061146 92456 116789 130810 184185 409513 933753 9165 23067 130298 64989 140234 367753 56061799 80324475 0.64320 0.61840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64830 64830 26559433 26624263 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 70933 49004 27835 64830 212602 250000 250000 250000 250000 1000000 1500000 50271946 17783870 16937 15087788 52984965 47050766 10915312 33901 7728033 50271946 43391973 8680095 684837 5706139 47050766 40717908 7608350 108639 5042924 43391973 25474285 22291037 -199436 6847978 40717908 0.02800 0.97200 0 0 71609 7173 64436 200911 106388 94523 90001 58942 31059 190018 X 36149735 -297068 1676181 1379113 34770622 -74076 -74076 34696546 28095977 1199585 1199585 26896392 0 26896392 PART V, LINE 4: TEMPORARILY RESTRICTED NET ASSETS ARE USED FOR CAPITAL IMPACT PARTNERS' PROGRAMS. PERMANENTLY RESTRICTED NET ASSETS ARE USED AS A REVOLVING LOAN FUND TO FINANCE HOUSING FOR THE FRAIL AND ELDERLY. PART X, LINE 2: PART X, LINE 2: UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, CAPITAL IMPACT PARTNERS IS EXEMPT FROM INCOME TAXES ON INCOME OTHER THAN NET UNRELATED BUSINESS INCOME. CAPITAL IMPACT PARTNERS DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31,2014. CAPITAL IMPACT PARTNERS HAS ADOPTED THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ASC TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF 'MORE LIKELY THAN NOT' FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. CAPITAL IMPACT PARTNERS PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2014, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MAY HAVE ANY AFFECT ON ITS TAX EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN EQUITY METHOD INVESTMENTS 239,432. INCOME FROM CONSOLIDATED SUBSIDIARIES 1,215,030. NEW MARKET TAX CREDIT UNWIND 221,719. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS IN EXCESS OF BOOK FOR PASS THROUGH ENTITIES - SEE STATEMENT 2 -74,076. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATED TO CONSOLIDATED SUBSIDIARY 1,199,585. 1 MOUNTAINLANDS COMMUNITY HOUSING ASSOCIATION 1960 SIDEWINDER DR SUITE 107 PARK CITY UT 84060 870514438 501(C)(3) 126711 FMV CASH OPERATING SUPPORT;CORNERSTONE HOMEOWNERSHIP INNOVATION PROGRAM HOME BASE 310 CORNAL STE 100 AUSTIN TX 78702 204467651 501(C)(3) 151458 FMV CASH OPERATING SUPPORT;CORNERSTONE HOMEOWNERSHIP INNOVATION PROGRAM HOMESTEAD COMMUNITY LAND TRUST 2524 16TH AVENUE SOUTH 300 SEATTLE WA 98144 911565651 501(C)(3) 143409 FMV CASH OPERATING SUPPORT;CORNERSTONE HOMEOWNERSHIP INNOVATION PROGRAM LONG ISLAND PARTNERSHIP INC 180 OSER AVENUE HAUPPAUGE NY 11788 112889068 501(C)(3) 111486 FMV CASH OPERATING SUPPORT;CORNERSTONE HOMEOWNERSHIP INNOVATION PROGRAM FOOD FORWARD INC 7412 FULTON AVENUE 3 NORTH HOLLYWOOD CA 91605 900678872 501(C)(3) 25000 FMV CASH OPERATING SUPPORT;HEALTHY FOOD ACCESS IN LOW AND MIDDLE INCOME COMMUNITIES HELLO HOUSING 1901 ROYAL OAKS DRIVE 200 SACRAMENTO CA 95815 141870357 501(C)(3) 163486 FMV CASH OPERATING SUPPORT;CORNERSTONE HOMEOWNERSHIP INNOVATION PROGRAM HOUSING PARTNERSHIP 2001 BLUE HERON BLVD W RIVIERA BEACH FL 33404 592704597 501(C)(3) 44486 FMV CASH OPERATING SUPPORT;CORNERSTONE HOMEOWNERSHIP INNOVATION PROGRAM CHAMPLAIN HOUSING TRUST 88 KING STREET BURLINGTON VT 05401 222536446 501(C)(3) 172306 FMV CASH OPERATING SUPPORT;CORNERSTONE HOMEOWNERSHIP INNOVATION PROGRAM CITY FIRST ENTERPRISES 14360 U STREET 4TH FLOOR WASHINGTON DC 20009 522101165 501(C)(3) 147219 FMV CASH OPERATING SUPPORT;CORNERSTONE HOMEOWNERSHIP INNOVATION PROGRAM OPERATING SUPPORT;HEALTHY FOOD ACCESS IN LOW AND MIDDLE INCOME COMMUNITIES COMMUNITY ASSET PRESERVATION 59 LINCOLN PARK GARDEN LEVEL NEWARK NJ 07102 272988672 501(C)(3) 82843 FMV CASH OPERATING SUPPORT;HOUSING TECHNICAL ASSISTANCE THE HOUSING FUND INC 305 11TH AVENUE NASHVILLE TN 37203 621632388 501(C)(3) 113040 FMV CASH OPERATING SUPPORT: CORNERSTONE HOMEOWNERSHIP INNOVATION PROGRAM OLIVEWOOD MARKET INC 25109 JEFFERSON AVE SUITE 225 MURRIETA CA 92562 272409869 501(C)(3) 20500 FMV CASH OPERATING SUPPORT: HEALTHY FOOD ACCESS IN LOW AND MIDDLE INCOME COMMUNITIES SPECIAL SERVICE FOR GROUP INC 601 W OLYMPIC BLVD SUITE 600 LOS ANGELES CA 90015 951716914 501(C)(3) 27000 FMV CASH OPERATING SUPPORT: HEALTHY FOOD ACCESS IN LOW AND MIDDLE INCOME COMMUNITIES HOUSING LEADERSHIP COUNCIL OF PALM BEACH COUNTY INC 2101 VISTA PARKWAY SUITE 258 WEST PALM BEACH FL 33411 204416008 501(C)(3) 61351 FMV CASH OPERATING SUPPORT: CORNERSTONE HOME OWNERSHIP INNOVATION PROGRAM FAMILY SERVICE ASSOCIATION 21250 BOX SPRINGS ROAD SUITE 215 MORENO VALLEY CA 92557 951803694 501(C)(3) 50000 FMV CASH OPERATING SUPPORT: HEALTHY FOOD ACCESS IN LOW AND MIDDLE INCOME COMMUNITIES UNITED WAY OF KERN COUNTY INC 5405 STOCKDALE HIGHWAY SUITE 200 BAKERSFIELD CA 93309 952274560 501(C)(3) 7500 FMV CASH OPERATING SUPPORT: HEALTHY FOOD ACCESS IN LOW AND MIDDLE INCOME COMMUNITIES COMMUNITY SERVICES UNLIMITED INC PO BOX 62696 LOS ANGELES CA 90062 953218396 501(C)(3) 10000 FMV CASH OPERATING SUPPORT: HEALTHY FOOD ACCESS IN LOW AND MIDDLE INCOME COMMUNITIES PART I, LINE 2: GRANTEES MUST REPORT ACTUAL EXPENSES FOR EACH MONTH AND SUBMIT QUARTERLY FINANCIAL REPORTS. 1 X X X 0 0 0 0 0 0 0 0 0 TERRY SIMONETTE PRESIDENT & CEO 378848 0 155090 0 0 0 30900 0 20348 0 585186 0 0 0 ELLIS CARR CHIEF FINANCIAL OFFICER 253326 0 0 0 0 0 28644 0 0 0 281970 0 0 0 CAROLYN K BAUER CHIEF RISK OFFICER 215176 0 0 0 0 0 25662 0 1763 0 242601 0 0 0 SCOTT SPORTE CHIEF LENDING OFFICER 241139 0 0 0 0 0 29328 0 12999 0 283466 0 0 0 FRANKLIN D FASANO JR CHIEF INFORMATION OFFICER 191595 0 0 0 0 0 23984 0 17647 0 233226 0 0 0 AMY SUE LEAVENS GENERAL COUNSEL 211412 0 0 0 0 0 25204 0 0 0 236616 0 0 0 DAVID FARRELL DEPT. DIRECTOR 200593 0 0 0 0 0 22940 0 13570 0 237103 0 0 0 NATALIE GUNN DEPT. DIRECTOR 175056 0 0 0 0 0 18234 0 0 0 193290 0 0 0 LISA GRAMMER DEPT. DIRECTOR 155601 0 0 0 0 0 18977 0 0 0 174578 0 0 0 SUSAN FRAZIER DEPT. DIRECTOR 160665 0 0 0 0 0 18926 0 5689 0 185280 0 0 0 SCOTT BROWN DEPT. DIRECTOR 160665 0 0 0 0 0 9000 0 10591 0 180256 0 0 0 SEE SCHEDULE O SEE SCHEDULE "O" X 2283910 14967151 0 1 1 14967151 X SEE SCHEDULE O 1 425842 (SEE SCHEDULE O) 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 YES, CAPITAL IMPACT PARTNERS HAS MEMBERS. THE ARTICLES OF INCOPORATION, AS AMENDED (THE "ARTICLES"), AND THE BYLAWS, AS AMENDED (THE "BYLAWS"), OF CAPITAL IMPACT PARTNERS, PROVIDE THAT THE MEMBERS OF THE BOARD OF DIRECTORS OF THE NATIONAL CONSUMER COOPERATIVE BANK SHALL SERVCE, EX OFFICIO, AS THE MEMBERS OF CAPITAL IMPACT PARTNERS. FORM 990, PART VI, SECTION A, LINE 7A EACH OF THE MEMBERS OF CAPITAL IMPACT PARTNERS IS ENTITLED TO CAST ONE (1) VOTE WITH RESPECT TO ANY AMENDMENT TO CAPITAL IMPACT PARTNERS' ARTICLES, AND WITH RESPECT TO ANY AMENDMENT TO, OR THE REPEAL OF, CAPITAL IMPACT PARTNERS' BYLAWS. THE MEMBERS DO NOT HAVE ANY OTHER VOTING POWER AND THUS ARE NOT ENTITLED TO VOTE WITH RESPECT TO THE COMPOSITION OF THE BOARD OF DIRECTORS. THE ARTICLES AND BYLAWS PROVIDE THAT THE MEMBERS OF THE BOARD OF DIRECTORS OF CAPITAL IMPACT PARTNERS SHALL BE ELECTED BY THE THEN-CURRENT MEMBERS OF THE BOARD OF DIRECTORS OF CAPITAL IMPACT PARTNERS. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS PROVIDE THAT ANY AMENDMENT TO THE ARTICLES AND ANY AMENDMENT TO, OR THE REPEAL OF, THE BYLAWS MUST BE APPROVED BY THE AFFIRMATIVE VOTE OF AT LEAST SIX (6) OF THE ELEVEN (11) DIRECTORS. THE ARTICLES PROVIDE THAT EACH OF THE MEMBERS OF CAPITAL IMPACT PARTNERS IS ENTITLED TO CAST ONE (1) VOTE WITH RESPECT TO ANY AMENDMENT TO CAPITAL IMPACT PARTNERS' ARTICLES, AND WITH RESPECT TO ANY AMENDMENT TO, OR THE REPEAL OF, CAPITAL IMPACT PARTNERS' BYLAWS. IN PARTICULAR, THE ARTICLES PROVIDE THAT ANY AMENDMENT OF THE ARTICLES MUST BE APPROVED BY THE AFFIRMATIVE VOTE OF AT LEAST TWO-THIRDS (2/3) OF THE VOTES ENTITLED TO BE CAST BY THE MEMBERS PRESENT AT A MEETING OF THE MEMBERSHIP; AND THAT ANY AMENDMENT OR REPEAL OF THE BYLAWS MUST BE APPROVED BY THE AFFIRMATIVE VOTE OF A MJORITY OF THE MEMBERS PRESENT AT A MEMBERSHIP MEETING. THE PROCEDURAL METHOD AND MANNER OF GIVING NOTICE OF MEETINGS, ESTABLISHING QUORUM AND SUBMITTING MATTERS TO A VOTE ARE SPECIFIED IN THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS HAS DELEGATED THE RESPONSIBILITY FOR REVIEWING AND APPROVING THE FORM 990 TO THE FINANCE AND AUDIT COMMITTEE (THE "AUDIT COMMITTEE") OF THE BOARD OF DIRECTORS, PURSUANT TO THE COMPANY'S BOARD-LEVEL DELEGATIONS OF AUTHORITY AND THE FINANCE AND AUDIT COMMITTEE CHARTER. THE CHAIR OF THE AUDIT COMMITTEE REVIEWS THE FORM 990 WITH THE CORPORATION'S CHIEF FINANCIAL OFFICER, CONTROLLER AND TAX PREPARER BEFORE IT IS SUBMITTED TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE THEN INDEPENDENTLY REVIEWS AND APPROVES THE FORM 990 PRIOR TO FILING. THE CHAIR OF THE AUDIT COMMITTEE REPORTS ON THE PROCESS AND FINDINGS OF THE AUDIT COMMITTEE AT THE NEXT REGULARLY SCHEDULED MEETING OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE CORPORATION'S CODE OF CONDUCT AND ETHICS POLICY ON AN ANNUAL BASIS; THE CODE OF CONDUCT AND ETHICS POLICY INCLUDES, AMONG OTHER THINGS, THE CORPORATION'S CONFLICT OF INTEREST POLICY. THE CODE OF CONDUCT AND ETHICS POLICY IS MADE AVAILABLE TO ALL OFFICERS AND EMPLOYEES OF THE CORPORATION AND ALL MEMBERS OF THE BOARD OF DIRECTORS, EACH OF WHOM IS REQUIRED TO CERTIFY AS TO MATTERS SET FORTH IN THE POLICY AND PROVIDE CONFLICTS OF INTEREST DISCLOSURES (IF ANY) ON AN ANNUAL BASIS. THE GENERAL COUNSEL AND THE ETHICS OFFICIAL DESIGNATED IN THE CODE OF CONDUCT AND ETHICS POLICY JOINTLY EVALUATE ALL CONFLICTS OF WHICH THEY BECOME AWARE AND SUBMIT SUCH CONFLICTS FOR RESOLUTION TO THE BOARD'S FINANCE AND AUDIT COMMITTEE. MINUTES REFLECTING ALL MEETINGS HELD AND ACTIONS TAKEN BY THE FINANCE AND AUDIT COMMITTEE, INCLUDING WITH RESPECT TO CONFLICTS MATTERS, ARE INCLUDED IN THE CORPORATE RECORD BOOK. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS HAS DELEGATED THE RESPONSIBILITY FOR REVIEWING AND MAKING RECOMMENDATIONS WITH RESPECT TO EXECUTIVE COMPENSATION TO ITS EXECUTIVE COMMITTEE (THE "EXECUTIVE COMMITTEE"), PURSUANT TO THE BOARD-LEVEL DELEGATIONS OF AUTHORITY AND THE EXECUTIVE COMMITTEE CHARTER. THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION OF THE EXECUTIVE OFFICERS OF THE CORPORATION; THE EXECUTIVE COMMITTEE THEN REPORTS ITS PROCESS, FINDINGS AND RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR INDEPENDENT REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS.ALL MEETINGS AND ACTIONS OF THE EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS ARE RECORDED IN THE MINUTES OF THE CORPORATION. IN SUM, CAPITAL IMPACT PARTNERS IS COMPLYING WITH THE OPTIONAL REBUTTABLE PRESUMPTION MECHANISM OF TREASURY REGULATION SECTION 53.4958-6. THE PROCESS INCLUDES: MANAGING THE PROCESS OF COLLECTING AND REVIEWING MARKET DATA FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER, THE CHIEF FINANCIAL OFFICER, THE CHIEF RISK OFFICER, THE CHIEF LENDING OFFICER, THE CHIEF INFORMATION OFFICER AND THE GENERAL COUNSEL; PERIODICALLY ENGAGING INDEPENDENT CONSULTANTS TO PERFORM INDEPENDENT MARKET ANALYSIS; EVALUATING THE PERFORMANCE OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER; AND RECOMMENDING ANNUAL EXECUTIVE-LEVEL COMPENSATION AND INCENTIVES (IF ANY) TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 CAPITAL IMPACT PARTNERS' FORM 1023 AND FORM 990 ARE AVAILABLE FOR IN-PERSON INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 CAPITAL IMPACT PARTNERS MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON WRITTEN REQUEST. CAPITAL IMPACT PARTNERS' ANNUAL REPORT, WHICH CONTAINS A CONDENSED VERSION OF ITS FINANCIAL STATEMENTS, IS POSTED ON ITS WEBSITE. FORM 990, PART IX, LINE 11G CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 2,705,294. MANAGEMENT AND GENERAL EXPENSES 697,610. FUNDRAISING EXPENSES 36,716. TOTAL EXPENSES 3,439,620. FORM 990, PART XI, LINE 9: LOSS IN EXCESS OF BOOK FOR PASS THROUGH ENTITIES - SEE STATEMENT 2 74,076. CHANGE IN EQUITY METHOD INVESTMENTS 239,422. GAIN ON NEW MARKET TAX CREDIT UNWIND 221,719. ROC USA INVESTMENT TIMING DIFFERENCE 55,562. FORM 990, PART XI, LINE 2C: USE OF AUDIT COMMITTEE AS IN PRIOR YEARS,CAPITAL IMPACT PARTNERS HAS AN AUDIT COMMITTEE, COMPRISED OF MEMBERS OF THE BOARD OF DIRECTORS, THAT IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT. PART 1, LINE 1: DESCRIPTION OF ORGANIZATION MISSION: CAPITAL IMPACT PARTNERS WAS ESTABLISHED PURSUANT TO SECTION 211 OF THE NATIONAL CONSUMER COOPERATIVE BANK ACT AS AMENDED (THE "BANK ACT")(12 U.S.C.3051), AS A SECTION 501(C)(3) ORGANIZATION FORMED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES, INCLUDING PURPOSES THAT ARE EXPRESSLY DEEMED CHARITABLE WITHIN THE MEANING OF SECTION 501(C)(3) UNDER SECTION 211 (C)(2) OF THE BANK ACT. ITS PRIMARY PURPOSE IS TO PROVIDE FINANCIAL SERVICES AND TECHNICAL SUPPORT TO COOPERATIVES AND OTHER DEMOCRATICALLY STRUCTURED, COOPERATIVE-LIKE ORGANIZATIONS, TARGETED TOWARD NEWER, LESS ESTABLISHED ORGANIZATIONS AND UNDERSERVED COMMUNITIES WHOSE RESIDENTS ARE DISADVANTAGED, LOW-INCOME AND/OR ELDERLY PERSONS WITH SPECIAL NEEDS. SCHEDULE L TRANSACTIONS WITH INTERESTED PERSONS: IN THE NORMAL COURSE OF BUSINESS, MEMBERS OF THE CAPITAL IMPACT PARTNERS' BOARD OF DIRECTORS MAY BE AFFILIATED WITH COOPERATIVES RECEIVING OR ELIGIBLE TO RECEIVE LOANS. CAPITAL IMPACT PARTNERS HAS CONFLICT OF INTEREST POLICIES, WHICH REQUIRE, AMONG OTHER THINGS, THAT A BOARD MEMBER BE DISASSOCIATED FROM DECISIONS THAT POSE A CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST. LOAN REQUESTS FROM COOPERATIVES WITH WHICH MEMBERS OF THE BOARD MAY BE AFFILIATED ARE SUBJECT TO THE SAME ELIGIBILITY AND CREDIT CRITERIA, AS WELL AS THE SAME LOAN TERMS AND CONDITIONS, AS ALL OTHER LAON REQUESTS. AN ANALYSIS OF THE ACTIVITY DURING FISCAL YEAR 2014 FOR THE AGGREGATE AMOUNT OF THESE LOANS IS AS FOLLOWS: BALANCE AT DECEMBER 31, 2013 $ 14,529,680 NET CHANGE $ 437,471 ____________ BALANCE AT DECEMBER 31, 2014 $ 14,967,151 SCHEDULE M NON CASH CONTRIBUTIONS CAPITAL IMPACT PARTNERS RECEIVED A BELOW MARKET RATE LOAN (BARGAIN ELEMENT) FROM THE FORD FOUNDATION IN 2014. THE AMOUNT OF THE NON CASH CONTRIBUTION WAS $420,458. THE CALCULATION WAS MADE USING THE EFFECTIVE INTEREST RATE. COMMUNITY SOLUTIONS GROUP LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 COMMUNITY LENDING AND DEVELOPMENT DE N/A CALIFORNIA FRESHWORKS FUND LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 452920336 COMMUNITY LENDING AND DEVELOPMENT DE N/A NCBCI EDUCATION CONDUIT LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 261807129 COMMUNITY LENDING AND DEVELOPMENT DE N/A WOODWARD CORRIDOR INVESTMENT FUND LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 471833280 COMMUNITY LENDING AND DEVELOPMENT DE N/A DETROIT NEIGHBORHOOD FUND LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 471804394 COMMUNITY LENDING AND DEVELOPMENT DE FPIF LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 474684786 COMMUNITY LENDING AND DEVELOPMENT DE CHARTER SCHOOL CAPITAL ACCESS PROGRAM 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 134214997 CHARTER SCHOOL DEBT FINANCING DC 501 (C)(3) 509(A)(3) TYPE 1 N/A 0 VILLAGE TO VILLAGE NETWORK 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 271063665 PEER NETWORK DE 501 (C)(3) 509(A)(3) TYPE 1 N/A 0 COMMUNITY EDUCATION DEVELOPMENT LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 020597620 COMMUNITY DEVELOPMENT DE N/A RELATED 0 1 0.99900 NCBDC CDE 5LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 300304097 COMMUNITY DEVELOPMENT DE N/A RELATED -5 667 0 1 0.00010 NCBDC CDE 11LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 300304089 COMMUNITY DEVELOPMENT DE N/A RELATED 27 666 0 1 0.00010 NCBDC CDE 20LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 205095428 COMMUNITY DEVELOPMENT DE N/A RELATED -1407 0 1 0.00010 NCBDC CDE 21LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 205095501 COMMUNITY DEVELOPMENT DE N/A RELATED -1134 0 1 0.00010 NCBDC CDE 22LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 205095574 COMMUNITY DEVELOPMENT DE N/A RELATED -1080 0 1 0.00010 NCBDC CDE 23LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 205095647 COMMUNITY DEVELOPMENT DE N/A RELATED -1113 0 1 0.00010 NCBDC CDE 24LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 205095730 COMMUNITY DEVELOPMENT DE N/A RELATED 83869 0 1 0.00010 NCBDC CDE 25LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 205095783 COMMUNITY DEVELOPMENT DE N/A RELATED -1092 0 1 0.00010 NCBDC CDE 26LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 205095813 COMMUNITY DEVELOPMENT DE N/A RELATED 36 789 0 1 0.00010 NCBDC CDE 27LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 205095840 COMMUNITY DEVELOPMENT DE N/A RELATED 13 1369 0 1 0.00010 NCBDC CDE 28LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 205095897 COMMUNITY DEVELOPMENT DE N/A RELATED 9 1004 0 1 0.00010 NCBDC CDE 29LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 205095939 COMMUNITY DEVELOPMENT DE N/A RELATED 28 1465 0 1 0.00010 NCBDC CDE 30LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 205095986 COMMUNITY DEVELOPMENT DE N/A RELATED 65 1539 0 1 0.00010 IMPACT V CDE 1LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 261408622 COMMUNITY DEVELOPMENT DE N/A RELATED 21 1291 0 1 0.00010 IMPACT V CDE 2LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 261421224 COMMUNITY DEVELOPMENT DE N/A RELATED 29 609 0 1 0.00010 IMPACT V CDE 3LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 261421322 COMMUNITY DEVELOPMENT DE N/A RELATED 32 738 0 1 0.00010 IMPACT V CDE 4LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 261421364 COMMUNITY DEVELOPMENT DE N/A RELATED 17 380 0 1 0.00010 IMPACT V CDE 5LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 261421432 COMMUNITY DEVELOPMENT DE N/A RELATED 11 1070 0 1 0.00010 IMPACT V CDE 6LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 261421474 COMMUNITY LENDING AND DEVELOPMENT DE N/A RELATED 15 377 0 1 0.00010 IMPACT V CDE 7LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 261421534 COMMUNITY DEVELOPMENT DE N/A RELATED -30189 479597 0 1 0.99990 IMPACT V CDE 8LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 261421591 COMMUNITY DEVELOPMENT DE N/A RELATED 5 1346 0 1 0.00010 IMPACT V CDE 9LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 261421629 COMMUNITY DEVELOPMENT DE N/A RELATED 6 801 0 1 0.00010 IMPACT V CDE 10LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 261421730 COMMUNITY DEVELOPMENT DE N/A RELATED 11 418 0 1 0.00010 IMPACT VI CDE 1LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 263339948 COMMUNITY DEVELOPMENT DE N/A RELATED 4 1012 0 1 0.00010 IMPACT VI CDE 2LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 263341965 COMMUNITY DEVELOPMENT DE N/A RELATED 21 788 0 1 0.00010 IMPACT VI CDE 3LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 263342029 COMMUNITY DEVELOPMENT DE N/A RELATED 23 983 0 1 0.00010 IMPACT VI CDE 4LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 263342170 COMMUNITY DEVELOPMENT DE N/A RELATED 28 525 0 1 0.00010 IMPACT VI CDE 5LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 263342202 COMMUNITY DEVELOPMENT DE N/A RELATED 4 1147 0 1 0.00010 IMPACT VI CDE 6LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 263342264 COMMUNITY DEVELOPMENT DE N/A RELATED 1624 0 1 0.00010 IMPACT VI CDE 7LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 263342308 COMMUNITY DEVELOPMENT DE N/A RELATED 6 1659 0 1 0.00010 IMPACT VI CDE 9LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 263342376 COMMUNITY DEVELOPMENT DE N/A RELATED 1 166 0 1 0.00010 IMPACT VI CDE 10 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 263342407 COMMUNITY DEVELOPMENT DE N/A RELATED 84 1948 0 1 0.00010 IMPACT VII CDE 1 LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 271260521 COMMUNITY DEVELOPMENT DE N/A RELATED 24 1077 0 1 0.00010 IMPACT VII CDE 2 LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 271260818 COMMUNITY DEVELOPMENT DE N/A RELATED 1 989 0 1 0.00010 IMPACT VII CDE 3 LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 271260882 COMMUNITY DEVELOPMENT DE N/A RELATED 54 1030 0 1 0.00010 IMPACT VII CDE 4 LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 271260936 COMMUNITY DEVELOPMENT DE N/A RELATED 37 856 0 1 0.00010 IMPACT VII CDE 5LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 271260975 COMMUNITY DEVELOPMENT DE RELATED 10 1087 0 1 0.00010 IMPACT CDE 41LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 274172533 COMMUNITY DEVELOPMENT DE RELATED 2 499 0 1 0.00010 IMPACT CDE 42LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 274172805 COMMUNITY DEVELOPMENT DE RELATED 38 921 0 1 0.00010 IMPACT CDE 43LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 274172894 COMMUNITY DEVELOPMENT DE RELATED 22 800 0 1 0.00010 IMPACT CDE 44LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 274173021 COMMUNITY DEVELOPMENT DE N/A RELATED 27 653 0 1 0.00010 IMPACT CDE 45LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 274173119 COMMUNITY DEVELOPMENT DE N/A RELATED 17 562 0 1 0.00010 CHASE NMTC NEW CHARTER OAK INVESTMENT FUND LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 900727648 COMMUNITY DEVELOPMENT DE N/A RELATED -48 59 0 1 0.00010 CHASE NMTC DHHALLC CO JP MORGAN CHASE BANK NA 10 S DEARBORN 21ST FLOOR CHICAGO IL 606035506 272483644 COMMUNITY DEVELOPMENT DE N/A RELATED -2488 -2241 0 1 0.00010 CHASE NMTC NORTHGATE MARKETS INV FUNDLLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 383869177 COMMUNITY DEVELOPMENT DE RELATED -44 110 0 1 0.00010 CHASE NMTC HENRY FORD ACADEMY INV FUNDLLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 371657313 COMMUNITY DEVELOPMENT DE RELATED -65 86 0 1 0.00010 UPA INVESTMENT FUND LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 200762096 COMMUNITY DEVELOPMENT DE RELATED 0 1 0.00010 IMPACT VI CDE 8 LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 263342347 COMMUNITY DEVELOPMENT DE N/A RELATED 28 1098 0 1 0.00010 IMPACT CDE 46 LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 274173213 COMMUNITY DEVELOPMENT DE N/A RELATED 13 570 0 1 0.00010 IMPACT CDE 47 LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 274173364 COMMUNITY DEVELOPMENT DE N/A RELATED 722 0 1 0.00010 IMPACT CDE 48 LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 274173659 COMMUNITY DEVELOPMENT DE N/A RELATED 600 0 1 0.00010 COMMUNITY ECONOMIC DEVELOPMENT LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 731641067 COMMUNITY DEVELOPMENT DE RELATED 17280 760686 0 0 IMPACT CDE 49LLC 2011 CRYSTAL DRIVE SUITE 750 ARLINGTON VA 22202 274173758 COMMUNITY DEVELOPMENT DE N/A RELATED 500 0 1 0.00100 0 1 0 0 1 0 0 0 0 0 1 1 1 1 1 1 1 0 0 COMMUNITY ECONOMIC DEVELOPMENTLLC Q 27907 ACTUAL COST IMPACT V CDE 7LLC Q 157471 ACTUAL COST