2025-11-17T19:00:37-06:00 2024-12-31 814234542 BPM LLP 3800 KILROY AIRPORT WAY SUITE 250 LONG BEACH CA 908066865 990 2024-01-01 510187791 MISSION ECONOMIC DEVELOPMENT AGENCY MISS 4152823334 2301 MISSION STREET 301 SAN FRANCISCO CA 94110 CARLOS RAMIREZ CFO 4152823334 2025-11-17 1 1 ANTHONY J GALES P01241476 5624203100 2025-11-17 2024 2025-03-06 01:10:19Z LUIS GRANADOS 2301 MISSION STREET 301 SAN FRANCISCO CA 94110 25153368 0 X WWW.MEDASF.ORG X 1973 CA ROOTED IN THE MISSION AND FOCUSED ON SAN FRANCISCO, MEDA'S MISSION IS TO STRENGTHEN LOW- AND MODERATE-INCOME LATINO FAMILIES BY PROMOTING ECONOMIC EQUITY AND SOCIAL JUSTICE THROUGH ASSET BUILDING AND COMMUNITY DEVELOPMENT. 15 15 121 0 23960 0 15695758 16650477 8040828 8048815 155935 233696 2581591 20968 26474112 24953956 1019736 3787498 0 0 12698093 12912629 0 0 777885 17975301 13700453 31693130 30400580 -5219018 -5446624 210455685 238692296 197958967 231813860 12496718 6878436 X ROOTED IN SAN FRANCISCO'S MISSION DISTRICT, MEDA IS ADVANCING A NATIONAL EQUITY MOVEMENT BY BUILDING LATINO PROSPERITY, COMMUNITY OWNERSHIP AND CIVIC POWER. 0 0 12813616 3787498 7840737 MEDA'S COMMUNITY REAL ESTATE (CRE) PROGRAM STRATEGICALLY ACQUIRES, DEVELOPS, AND STEWARDS PROPERTIES TO CREATE AND PRESERVE PERMANENTLY AFFORDABLE HOUSING AND COMMUNITY-SERVING COMMERCIAL SPACES. THIS WORK, COMBINED WITH THE LONG-TERM OVERSIGHT OF OUR ASSET MANAGEMENT TEAM, IS CRITICAL TO COMBATING DISPLACEMENT, PROTECTING THE CULTURAL HERITAGE OF THE MISSION DISTRICT, AND ENSURING LASTING COMMUNITY OWNERSHIP IN SAN FRANCISCO. SINCE 2015, WE HAVE CREATED OR PRESERVED 1,456 AFFORABLE UNITS THROUGH THE ACQUISITION OF 38 BUILDINGS VIA THE SMALL SITES PROGRAM 5 VIA THE RENTAL ASSISTANCE DEMONSTRATION (RAD) PROGRAM, AND THE CONSTRUCTION OF 4 NEW SITES. 6149694 139465 MEDA'S ASSET BUILDING PROGRAMS INCLUDE WORKSHOPS AND INDIVIDUAL COACHING TO HELP LOW-INCOME AND MODERATE-INCOME CLIENTS ACHIEVE FAMILY ECONOMIC SUCCESS. FREE PROGRAMS INCLUDE: FINANCIAL CAPABILITY, BUSINESS DEVELOPMENT, HOUSING OPPORTUNITIES, EVICTION PREVENTION, FREE TAX PREPARATION, AND WORKFORCE DEVELOPMENT. 3076850 1195 MEDA IS THE LEAD AGENCY FOR THE MPN PROGRAM, A FEDERAL INITIATIVE TO HELP FAMILIES SUCCEED AND STUDENTS ACHIEVE. MEDA IS COLLABORATING WITH THE SAN FRANCISCO UNIFIED SCHOOL DISTRICT AND A HOST OF VITAL COMMUNITY PARTNERS TO ENSURE THAT EVERY CHILD IN THE MISSION DISTRICT OF SAN FRANCISCO IS ON TRACT TO THRIVE, FROM CRADLE TO COLLEGE AND BEYOND. 2826758 45688 MISSION COMMUNITY LOAN FUND LLC DBA FONDO ADELANTE IS ORGANIZED AND OPERATES EXCLUSIVELY TO FURTHER THE FOLLOWING SPECIFIC CHARITABLE PURPOSES OF MEDA: TO PROVIDE AFFORDABLE AND ACCESSIBLE (A) SMALL BUSINESS AND CONSUMER LOAN PRODUCTS FOR PERSONS WHO HAVE NOT BEEN ABLE TO ACCESS THE CAPITAL NEEDED TO OPERATE, EXPAND, OR ACQUIRE THEIR BUSINESS OR MEET THEIR HOUSEHOLD NEEDS, (B) REAL ESTATE LOAN PRODUCTS TO FACILITATE THE PRESERVATION AND CREATION OF AFFORDABLE RESIDENTIAL AND COMMERCIAL REAL ESTATE, AND C) BUSINESS COACHING SUPPORT AND TECHNICAL ASSISTANCE TO NEW AND GROWING SMALL BUSINESS THROUGH THE BUSINESS DEVELOPMENT PROGRAM. 808408 100 MEDA'S POLICY PROGRAM IS FOCUSED ON THE ADVANCEMENT OF "SOCIAL CHANGE TOWARD A MORE EQUITABLE SOCIETY," ASSESSING THE OUTCOME OF POLICIES ON THE WELL-BEING OF LOW-INCOME LATINO AND IMMIGRANT COMMUNITIES IN SAN FRANCISCO'S MISSION DISTRICT AND SURROUNDING ENVIRONMENTS. THE POLICY WORK ORGANIZES AND EMPOWERS COMMUNITY MEMBERS TO IDENTIFY SYSTEMIC INEQUITIES, CREATES AND COMMUNICATES STRATEGIC POLICY POSITIONS, AND LEADS THE CHARGE ON MAKING MEANINGFUL POLICY CHANGES TO SUPPORT THE MISSION DISTRICT'S MOST MARGINALIZED RESIDENTS. 500 MEDA IS A DATA-DRIVEN ORGANIZATION THAT RELIES ON ROBUST CLIENT, PROGRAM, AND COMMUNITY-LEVEL DATA TO ASSESS NEEDS, DESIGN INTERVENTIONS, AND DETERMINE THE EFFECTIVENESS OF ITS STRATEGIES. EVALUATION SERVICES ARE KEY TO THE DATA ANALYSIS AND DEVELOPMENT OF PROGRAM STRATEGIES AND COMMUNITY IMPACT. EVALUATION LEVERAGES TECHNOLOGY, USING A HUMAN-CENTERED DESIGN APPROACH TO ALIGN DATA PLATFORMS WITH PROGRAM NEEDS AND STRENGTHS, AS WELL AS FACILITATE SERVICE DELIVERY. EVALUATION SERVICES ESTABLISH A REGULAR CYCLE OF PROCESS EVALUATION, WITH THE GOAL FO DRIVING PROGRAM IMPROVEMENT THROUGH INTERNAL ASSESSMENT OF IMPACT. 3635166 46288 25675326 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 1 91 0 1 121 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 4152823334 2301 MISSION STREET 301 SAN FRANCISCO CA 94110 RAFAEL YAQUIAN-LLLESCAS BOARD CHAIR 1.00 0.10 X X 0 0 0 TERESA GARCIA VICE CHAIR 1.00 0.10 X X 0 0 0 WHITNEY JONES TREASURER 1.00 0.10 X X 0 0 0 MARCO CHAVARIN SECRETARY 1.00 0.10 X X 0 0 0 RICH GROSS MEMBER (FROM 3/24) 1.00 0.10 X 0 0 0 KEVIN STEIN MEMBER 1.00 0.10 X 0 0 0 YSABEL DURON MEMBER 1.00 0.10 X 0 0 0 ED CABRERA MEMBER 1.00 0.10 X 0 0 0 MANUEL SANTAMARIA MEMBER (FROM 3/24) 1.00 0.10 X 0 0 0 CARINA MARQUEZ MEMBER 1.00 0.10 X 0 0 0 TEDDY GRAY KING VASQUEZ MEMBER 1.00 1.00 X 0 0 0 CAROLINA MARTINEZ MEMBER 1.00 1.00 X 0 0 0 JOYCE SLEN MEMBER (FROM 7/24) 1.00 0.10 X 0 0 0 BIANCA LOPEZ MEMBER (FROM 7/24) 1.00 0.10 X 0 0 0 ANTONIO ISAIS MEMBER (FROM 9/24) 1.00 0.10 X 0 0 0 JABARI HERBERT MEMBER (TO 3/24) 1.00 1.00 X 0 0 0 LUIS GRANADOS CEO 40.00 0.50 X 422985 0 45254 JILLIAN SPINDLE CHIEF STRATEGY AND ADVANCE 40.00 X 220351 0 14904 RICHARD RAYA CSO 40.00 X 50111 0 8477 BERLINA CEGUERRA COO 40.00 X 201452 0 6458 PAMELA BENOIT CFO (TO 9/24) 40.00 0.50 X 240397 0 20310 CARLOS RAMIREZ CFO FROM 09/24 40.00 X 190692 0 6064 JOSE GARCIA CHIEF CRE 40.00 X 149350 0 10617 KAROLEEN FENG SENIOR ADVISOR TO CRE 40.00 X 205860 0 23960 DOLORES TERRAZAS VP OF RISK MANAGEMENT & COMPLIANCE 40.00 X 165754 0 18276 ELAINE YEE VP OF COMM. REAL ESTATE 40.00 X 180618 0 19833 RAJNI BANTHIA VP OF DATA, ANALYSIS AND PLANNING 40.00 X 173710 0 25702 ELIZABETH CORTEZ VP OF MPN-COLLECTIVE IMPACT 40.00 X 159439 0 25105 ERNESTO MARTINEZ VP OF ASSEET BUILDING PROGRAMS 40.00 X 160528 0 18973 2521247 0 243933 12 0 1 0 BPM LLP ONE CALIFORNIA STREET SUITE 2500 SAN FRANCISCO CA 94111 ACCOUNTING SERVICES 635857 RTI INTERNATIONAL PO BOX 900002 RALEIGH NC 276759000 SCIENTIFIC RESEARCH INSTITUTE 380067 STARLIGHT STARTEGIES CA LLC 77 VAN NESS AVE STE 101 PMB 1224 SAN FRANCISCO CA 94102 CONSULTING 293354 ROBERT HALF FINANCE & ACCOUNTING PO BOX 743295 LOS ANGELES CA 900743295 STAFFING SOLUTIONS 129211 TRENDING SOCIAL LLC 4626 CALIFORNIA ST SAN FRANCISCO CA 94118 SOCIAL MEDIA CONTENT 111183 5 69015 9677490 6903972 16650477 RENTAL INCOME 531110 6886401 6862441 23960 OTHER INCOME 531390 702433 702433 DEVELOPER FEES 531390 459981 459981 8048815 232346 232346 1350 0 1350 1350 1350 217550 69015 199412 18138 18138 OTHER REVENUE 900099 2830 2830 2830 24953956 8027685 23960 251834 3464723 3464723 322775 322775 1817240 1347121 382004 88115 8855165 6516019 1911496 427650 188728 144440 33392 10896 1243228 1031448 152614 59166 808268 610355 157445 40468 146159 146159 687644 296683 390961 1746480 1375659 307516 63305 5192 2503 2581 108 184355 147727 31946 4682 709477 519455 163501 26521 1463990 1336893 99059 28038 59909 35983 22550 1376 188825 113604 72868 2353 2252282 2242143 10139 2367531 2331501 36030 497203 407553 83033 6617 RENTAL EXPENSES 1375189 1371942 2364 883 REPAIR AND MAINTENANCE 699783 689499 9117 1167 BAD DEBTS 542884 544233 -3849 2500 PERSONNEL COST 155117 126312 24014 4791 618433 550596 58588 9249 30400580 25675326 3947369 777885 25670460 20632385 1028067 1040992 4412484 5106500 6359570 6005014 5970538 4246779 502792 474279 206750500 10243789 160999118 196506711 3269186 3304477 1283003 1331977 960467 43182 210455685 238692296 3736107 2482848 3433836 1250755 187214358 224857868 3574666 3222389 197958967 231813860 X 2886231 6878436 9610487 0 12496718 6878436 210455685 238692296 X -5446624 35291 11185 -218134 X 0 0 0 X 18848215 13606286 19732293 15695758 16650477 84533029 18848215 13606286 19732293 15695758 16650477 84533029 11515527 73017502 69353 106156 62506 155935 232346 626296 2444003 2444003 87603328 38849689 0.83350 0.87410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8457 22492 30949 30369629 30400578 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 10882 6841 28775 30949 77447 250000 250000 250000 250000 1000000 1500000 10882 1065 998 8457 21402 0 0 87593984 87593984 107449841 9791140 97658701 214984 185560 29424 11491691 267089 11224602 196506711 TENANT SECURITY DEPOSITS 678684 INTEREST PAYABLE 1206037 DEFERRED INTEREST PAYABLE 1746770 OTHER LIABILITIES -409102 3222389 PART IV THE ORGANIZATION PROVIDES CREDIT COUNSELING. GALA51 286565 69015 217550 14724 184688 286565 69015 217550 14724 184688 199412 18138 1 RTI INTERNATIONAL PO BOX 900002 RALEIGH NC 27675 560686338 501 (C)(3) 425134 0 CALIFORNIA PROMISE NEIGHBORHOOD NETWORK PROMOTORAS ACTIVAS SF 2301 MISSION ST STE 301 SAN FRANCISCO CA 94110 364996195 357004 0 SEED COOPERATIVE AND TAX SEASON SUPPORT HOMIES ORGANIZING THE MISSION TO EMPOWER YOUTH HOMEY 2221 MISSSION STREET SAN FRANCISCO CA 94110 464153515 501 (C)(3) 313054 0 BUILDING IMPROVEMENTS FOR CULTURAL PLACEKEEPER GOOD SAMARITAN FAMILY RESOURCE CENTER 1294 POTRERO AVE SAN FRANCISCO CA 94110 943154078 501 (C)(3) 236805 0 MISSION PROMISE NEIGHBORHOOD PARTNER NETWORK MISSION GRADUATES 3040 16TH STREET SAN FRANCISCO CA 94103 237172909 501 (C)(3) 236000 0 MISSION PROMISE NEIGHBORHOOD PARTNER NETWORK THE URBAN INSTITUTE 500 LENFANT PLAZA SW WASHINGTON DC 20024 520880375 501 (C)(3) 217976 0 CALIFORNIA PROMISE NEIGHBORHOOD NETWORK JAMESTOWN COMMUNITY CENTER 2929 19TH STREET SAN FRANCISCO CA 94140 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35000 0 SMALL BUSINESS COALITION FOR RACIAL JUSTICE ACCESS PLUS CAPITAL 1025 FULTON STREET 2ND FLOOR FRESNO CA 94110 261177785 501 (C)(3) 35000 0 SMALL BUSINESS COALITION FOR RACIAL JUSTICE SELF- HELP FEDERAL CREDIT UNION 1330 BROADWAY STE 604 OAKLAND CA 94612 263016612 501 (C)(3) 35000 0 SMALL BUSINESS COALITION FOR RACIAL JUSTICE CALIFORNIA ASSOCIATION FOR MICRO ENTERPRISE OPPORTUNITY 1 HALLIDIE PLAZA SUITE 715 SAN FRANCISCO CA 94102 943246306 501 (C)(3) 35000 0 SMALL BUSINESS COALITION FOR RACIAL JUSTICE CDC SMALL BUSINESS FINANCE 2448 HISTORIC DECATUR ROAD STE 200 SAN DIEGO CA 92106 953512045 501 (C)(3) 35000 0 SMALL BUSINESS COALITION FOR RACIAL JUSTICE CHILDRENS UNIVERSE LEAVING TRACES LLC 2301 MISSION ST STE 301 SAN FRANCISCO CA 94110 993205561 30002 0 SEED COOPERATIVE PROGRAM CALIFORNIA FARMLINK 335 SPRECKELS DRIVE SUITE F APTOS CA 95003 943332630 501 (C)(3) 30000 0 SMALL BUSINESS COALITION FOR RACIAL JUSTICE ARCATA ECONOMIC DEVELOPMENT CORP 707 K STREET EUREKA CA 95501 942674882 501 (C)(3) 30000 0 SMALL BUSINESS COALITION FOR RACIAL JUSTICE CALIFORNIA CAPITAL FINANCE DEVELOPMENT CORPORATION 1792 TRIBUTE ROAD STE 270 SACRAMENTO CA 95815 942861631 501 (C)(3) 30000 0 SMALL BUSINESS COALITION FOR RACIAL JUSTICE INCLUSIVE ACTION FOR THE CITY 2900 CESAR E CHAVEZ AVE LOS ANGELES CA 90033 270584116 501 (C)(3) 30000 0 SMALL BUSINESS COALITION FOR RACIAL JUSTICE 33 4 WOMEN ENTREPRENEURSHIP 9 45000 COVID BUSINESS RESILIENCY PROJECT 25 124450 SELF SUFFICIENCY MINI GRANTS 5 2500 INDUSTRIES OF OPPORTUNITIES PROGRAM 19 10688 YOUTH LEADERSHIP 29 14500 UNIDOSUS CIVICS FOR ALL SUMMER SESSION 1 1378 TECHSF WORKFORCE 1 215 ALL IN FOR KIDS TEAM LEADERSHIP & LEARNING OPP. MINI GRANTS 2 400 ALL IN FOR KIDS-MPN 1 100 WORKFORCE ACCELERATOR FUND 36 94752 LATINO VITALITY SVCS 2 10000 PUBLIC BENEFITS 1 579 CAA- IMMIGRANT PARENT VOTING COLLABORATIVE-PROP N 1 1857 TECH SF 20 4300 CDSS-CSUEB 6 12056 PART I, LINE 2: ALL GRANT FUNDING IS RECORDED SEPARATELY IN THE ACCOUNTING SYSTEM WITH AN IDENTIFIABLE NUMBER. INTERNALLY FUND EXPENDITURES ARE MONITORED BY THE PROGRAM, GRANT ACCOUNTING AND THE RISK MANAGEMENT DEPARTEMENTS. EXTERNALLY, FUNDERS REQUIRE INVOICES FOR REIMBURSABLE ACCOUNTS, AND EXPENDITURE REPORTS FOR RESTRICTED GRANTS ON A MONTHLY OR QUARTERLY BASIS. PART I, LINE 2: MEDA REQUIRES SEMI-ANNUAL REPORTS FROM ITS PARTNER AGENCIES ON PROGRAM OUTCOMES. X X X 0 0 0 0 0 0 0 0 0 LUIS GRANADOS CEO 422985 0 0 0 0 0 8400 0 36854 0 468239 0 0 0 PAMELA BENOIT CFO (TO 9/24) 240397 0 0 0 0 0 6811 0 13499 0 260707 0 0 0 JILLIAN SPINDLE CHIEF STRATEGY AND ADVANCE 220351 0 0 0 0 0 6688 0 8216 0 235255 0 0 0 KAROLEEN FENG SENIOR ADVISOR TO CRE 205860 0 0 0 0 0 4635 0 19325 0 229820 0 0 0 BERLINA CEGUERRA COO 201452 0 0 0 0 0 6107 0 351 0 207910 0 0 0 ELAINE YEE VP OF COMM. REAL ESTATE 180618 0 0 0 0 0 5407 0 14426 0 200451 0 0 0 RAJNI BANTHIA VP OF DATA, ANALYSIS AND PLANNING 173710 0 0 0 0 0 5211 0 20491 0 199412 0 0 0 CARLOS RAMIREZ CFO FROM 09/24 190692 0 0 0 0 0 5729 0 335 0 196756 0 0 0 ELIZABETH CORTEZ VP OF MPN-COLLECTIVE IMPACT 159439 0 0 0 0 0 4754 0 20351 0 184544 0 0 0 DOLORES TERRAZAS VP OF RISK MANAGEMENT & COMPLIANCE 165754 0 0 0 0 0 4867 0 13409 0 184030 0 0 0 ERNESTO MARTINEZ VP OF ASSEET BUILDING PROGRAMS 160528 0 0 0 0 0 2805 0 16168 0 179501 0 0 0 JOSE GARCIA CHIEF CRE 149350 0 0 0 0 0 4390 0 6227 0 159967 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B DRAFT COPY IS DISTRUBTED TO ORGANIZATION'S OFFICERS AND DIRECTORS VIA EMAIL REQUESTING REVIEW COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEE POLICIES AND CONFLICT OF INTEREST IS UPDATED EVERY OTHER YEAR AND MONITORED FOR COMPLETION AND REVIEWED FOR POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE GOVERNING BODY OR COMPENSATION COMMITTEE USING COMPARABLE DATA. DELIBERATION AND DECISIONS REGARDING COMPENSATION IS DOCUMENTED AND OCCURS ANNUALLY. THE LAST CEO COMPENSATION REVIEW WAS DONE IN 2023. COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS REVIEWED TWICE A YEAR ( COMPARED TO MARKET BASE). THE LAST REVIEW WAS DONE IN JULY OF 2024. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: PROVISION FOR LOAN LOSSES -218,134. 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