OPPORTUNITY FINANCE NETWORK: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- OPPORTUNITY FINANCE NETWORK (EIN 20-5189202)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-01
- IRS object ID
- 202621219349301802
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-01T11:01:23-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132781641 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MITCHELL & TITUS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 PINE STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205189202 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPPORTUNITY FINANCE NETWORK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPPO | BusinessNameControlTxt |
| Phone | 2025732123 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 D STREET SW SUITE 1050 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN FRYATT | PersonNm |
| Person Title | EVP, CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2025732123 | PhoneNum |
| Signature | 2026-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC HARRISON | PreparerPersonNm |
| PTIN | P01916785 | PTIN |
| Phone | 2157654600 | PhoneNum |
| Preparation | 2026-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | KEVIN FRYATT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 D STREET SW SUITE 1050 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $139,737,347 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OFN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | OPPORTUNITY FINANCE NETWORK'S (OFN) MISSION IS TO LEAD COMMUNITY DEVELOPMENT FINANCIALINSTITUTIONS (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 450+CDFIS, INCLUDING COMMUNITY BANKS, CREDIT UNIONS, VENTURE FUNDS, AND LOAN FUNDS. OFN, THROUGH ITS MEMBERS, INVESTS 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 DELIVERS BOTH SOUND FINANCIAL RETURNS AND REAL CHANGES FOR PEOPLE AND COMMUNITIES. OFN'S PROGRAM SERVICE OFFERINGS INCLUDE PROVIDING FINANCIAL PRODUCTS AND SERVICES FOR CDFIS, INCREASING THE STRENGTH AND CAPACITY OF THE CDFI INDUSTRY, AND AMPLIFYING THE VOICE OF THE INDUSTRY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 95 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,301,598,149 | PYContributionsGrantsAmt |
| CY Contributions Grants | $25,493,544 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,588,449 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $110,218,591 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,598,691 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,025,212 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,333,785,289 | PYTotalRevenueAmt |
| CY Total Revenue | $139,737,347 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,800,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,865,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,302,658 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,508,621 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $890,241 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,852,993 | PYOtherExpensesAmt |
| CY Other Expenses | $16,708,701 | CYOtherExpensesAmt |
| PY Total Expenses | $40,955,651 | PYTotalExpensesAmt |
| CY Total Expenses | $33,082,322 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,292,829,638 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $106,655,025 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,624,374,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,739,933,864 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $198,614,523 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $209,174,589 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,425,759,605 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,530,759,275 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OFN'S MISSION IS TO LEAD CDFIS AND THEIR PARTNERS TO ENSURE THAT LOW-INCOME, LOW-WEALTH, AND OTHER UNDERSERVED PEOPLE AND COMMUNITIES HAVE ACCESS TO AFFORDABLE, RESPONSIBLE FINANCIAL PRODUCTS AND SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,644,453 | ExpenseAmt |
| Grant | $2,865,000 | GrantAmt |
| Revenue | $10,382,146 | RevenueAmt |
| Desc | MONEY: OFN IS ONE OF THE COUNTRY'S LARGEST INVESTORS IN CDFIS, EXPANDING ACCESS TO RESPONSIBLE, AFFORDABLE CAPITAL ACROSS THE COUNTRY. THE MONEY ASPECT OF OFN'S WORK INCLUDES THE FOLLOWING ACTIVITIES WHICH BENEFIT LOW-INCOME AND LOW-WEALTH COMMUNITIES THROUGHOUT THE U.S: OFN'SFINANCING FUND (ON-BALANCE-SHEET LENDING AND INVESTING IN CDFIS); FUND MANAGEMENT SERVICES (FEE-BASED BUSINESS PROVIDING CDFI FUND MANAGEMENT AND ASSET MANAGEMENT SERVICES TO THIRD PARTY INVESTORS); AND CDFI BOND GUARANTEE PROGRAM BOND ISSUANCE AND ADMINISTRATIVE SERVICES. IN 2025, OFN CLOSED A $100 MILLION BOND THROUGH THE CDFI FUND'S BOND GUARANTEE PROGRAM, RAISED AN ADDITIONAL $81.2 MILLION IN TOTAL CAPITAL, AND BUILT A STRONG PIPELINE OF STRATEGIC PARTNERSHIPS TO SUPPORT DEPLOYMENT TO CDFIS IN THE YEARS AHEAD. OFN NOW MANAGES OVER $1 BILLION IN TOTAL ASSETS, SOLIFYING OUR POSITION AS ONE THE COUNTRY'S LEADEING INVESTMENT INTERMEDIARIES IN THE COMMUNITY DEVELOPMENT FINANCE INDUSTRY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,650,163 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $6,576,771 | RevenueAmt |
| Desc | STRENGTH: OFN IS THE LEADING CONVENER, CAPACITY BUILDER, AND THOUGHT LEADER IN COMMUNITY DEVELOPMENT FINANCE. OFN STRENGTHENS THE CDFI INDUSTRY BY PROVIDING PEER LEARNING OPPORTUNITIES, RESEARCH, NETWORKING PLATFORMS, AND SIGNATURE ANNUAL EVENTS (E.G. THE OFN CONFERENCE AND SMALL BUSINESS FINANCE FORUM) FOR CDFI PRACTITIONERS, PARTNERS, AND INVESTORS. IN 2025, OFN LAUNCHED A NEW SERIES OF PRACTITIONER-FOCUSED CONVENINGS IN MARKETING COMMUNICATIONS AND HUMAN CAPITAL.TO SUPPORT THE PROFESSIONAL DEVELOPMENT AND GROWTH OF CDFI INDUSTRY PROFESSIONALS, IN 2025 OFN LAUNCHED THE CAREER MEETS PURPOSE HUB, ONE IMPORTANT COMPONENT OF THE ORGANIZATION'S STRATEGIC SUPPORT FOR THE CDFI WORKFORCE THROUGH THE CAREER MEETS PURPOSE INITIATIVE. OFN REPORTS, SURVEYS, AND OTHER PUBLICATIONS PROVIDE VALUABLE DATA AND INSIGHT ON THE CDFI INDUSTRY AND, IN 2025, OFN CONTINUED TO PUBLISH FEATURED REPORTS LIKE THE 27TH EDITION OF THE SIDE BY SIDE CHARTBOOK AND MEMBER SURVEY ALONGSIDE NEW PUBLICATIONS INCLUDING THE INSIGHT BRIEFING ON DONOR-ADVISED FUNDS AND CDFIS, SECTOR TRENDS IN OFN MEMBER LOAN FUND LENDING, AND THE IMPACT OF CDFI FUND FINANCIAL ASSISTANCE AWARDS. THESE NEW OFFERINGS COMPLEMENT OFN'S RANGE OF IN-PERSON AND ONLINE TRAININGS AND OFN'S ANNUAL CONFERENCE, WHICH BROUGHT TOGETHER 2,100 ATTENDEES REPRESENTING 46 STATES AND TERRITORIES FOR MORE THAN 130 BREAKOUT SESSIONS AND MAINSTAGE DISCUSSIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,486,399 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | VOICE: ACROSS MULTIPLE CHANNELS AND AUDIENCES, OFN'S POLICY ADVOCACY AND STRATEGIC COMMUNICATIONS DRIVE THE MESSAGE THAT CDFI INVESTMENTS TRANSFORM COMMUNITIES AND CHANGE LIVES, AMPLIFYING THE CDFI MESSAGE, DEEPENING SUPPORT FOR COMMUNITY DEVELOPMENT FINANCE, AND INCREASING RESOURCES FOR CDFIS. IN 2025, OFN WAS INSTRUMENTAL IN SECURING A LEVEL $324 MILLION APPROPRIATION FOR THE CDFI FUND, LEADING MORE THAN 300 HILL VISITS THAT MOBILIZED AND DEEPENED BIPARTISAN SUPPORT FOR COMMUNITY DEVELOPMENT FINANCE, AND WORKING WITH OUTLETS INCLUDING THE NEW YORK TIMES, THE WALL STREET JOURNAL, AND POLITICO TO TELL THE STORY OF THE IMPACT AND IMPORTANCE OF CDFIS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,590,953 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $93,259,674 | RevenueAmt |
| Desc | OTHER | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,590,953 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $93,259,674 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $22,371,968 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 71 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 95 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN FRYATT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2025732123 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 D STREET SW SUITE 1050 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20024 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| AISHA BENSON | |||||||||
| BOARD CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARTINA EDWARDS | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HENRY JIMENEZ | |||||||||
| BOARD VICE CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TED PICCOLO | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SARA RAZAVI | |||||||||
| BOARD MEMBER UNTIL 10/25 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINA TRAVERS | |||||||||
| BOARD TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HAROLD PETTIGREW | |||||||||
| PRESIDENT & CEO | 40.00 | 0.00 | Yes (X) | Yes (X) | $418,456 | $0 | $14,609 | ||
| SKYA DUCHENEAUX | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN HOLDSCLAW IV | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ARIEL MEYERSTEIN | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NELLY ROJAS-MORENO | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ARLO WASHINGTON | |||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEMARIO GREENE | |||||||||
| BOARD MEMBER SINCE 10/25 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TITI IKHILE | |||||||||
| BOARD MEMBER SINCE 10/25 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHUCK WALL | |||||||||
| BOARD MEMBER SINCE 10/25 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| AMBER KUCHAR BELL | |||||||||
| EVP, CHIEF PROGRAMS OFFICER | 40.00 | 0.00 | Yes (X) | $271,603 | $0 | $31,841 | |||
| SHAKEYDA DANIELS | |||||||||
| SVP, FINANCIAL SERVICES | 40.00 | 0.00 | Yes (X) | $195,073 | $0 | $14,372 | |||
| DAFINA WILLIAMS | |||||||||
| EVP, CHIEF PUBLIC POLICY OFFICER | 40.00 | 0.00 | Yes (X) | $265,540 | $0 | $23,152 | |||
| MARY WRIGHT | |||||||||
| SVP, FINANCIAL SERVICES | 40.00 | 0.00 | Yes (X) | $212,069 | $0 | $9,790 | |||
| SETH JULYAN | |||||||||
| EVP, CHIEF NETWORK OFFICER | 40.00 | 0.00 | Yes (X) | $266,541 | $0 | $22,614 | |||
| KEVIN FRYATT | |||||||||
| EVP, CHIEF FINANCIAL OFFICER | 40.00 | 0.00 | Yes (X) | $328,652 | $0 | $27,281 | |||
| BRENDON MILLER | |||||||||
| EVP, CHIEF OF STAFF & HEAD OF COMMUNICATIONS | 40.00 | 0.00 | Yes (X) | $283,010 | $0 | $11,718 | |||
| JESSEL AMIN | |||||||||
| EVP, CHIEF INVESTMENT OFFI | 40.00 | 0.00 | Yes (X) | $324,139 | $0 | $28,971 | |||
| REGINA ROSS | |||||||||
| EVP, CHIEF PEOPLE & OPERATIONS OFFICER | 40.00 | 0.00 | Yes (X) | $364,594 | $0 | $18,811 | |||
| ANTHONY BERKLEY | |||||||||
| EVP, CHIEF DEVELOPMENT OFFICER | 40.00 | 0.00 | Yes (X) | $273,186 | $0 | $25,518 | |||
| ADRIENNE SMITH | |||||||||
| SVP, RESEARCH | 40.00 | 0.00 | $190,917 | $0 | $7,666 | Yes (X) | |||
| TAMARA FRYE | |||||||||
| SVP, HUMAN RESOURCES | 40.00 | 0.00 | $180,464 | $0 | $18,451 | Yes (X) | |||
| SINDHU LAKSHMANAN | |||||||||
| SVP, DEVELOPMENT SER | 40.00 | 0.00 | $181,937 | $0 | $13,498 | Yes (X) | |||
| MOHAMMAD HOURANI | |||||||||
| SVP, FINANCE AND ACCOUNTING | 40.00 | 0.00 | $234,329 | $0 | $23,474 | Yes (X) | |||
| ABHILASH RAJAN | |||||||||
| SVP, INFORMATION TECHNOLOGY AND FACILITIES ADMINIS | 40.00 | 0.00 | $200,792 | $0 | $8,844 | Yes (X) | |||
| MARY SCOTT BALYS | |||||||||
| VP, PUBLIC POLICY | 40.00 | 0.00 | $177,101 | $0 | $13,654 | Yes (X) | |||
| BIANCA PRADE SINCE 625 | |||||||||
| SVP, STRATEGIC COMMUNICATIONS | 40.00 | 0.00 | $121,564 | $0 | $23 | Yes (X) | |||
| DAMAYANTI HALDER | |||||||||
| SVP, DATA | 40.00 | 0.00 | $166,585 | $0 | $1,435 | Yes (X) | |||
| ANTHONY WILDER PUZZUOLI | |||||||||
| SVP, MEMBERSHIP | 40.00 | 0.00 | $175,049 | $0 | $11,688 | Yes (X) | |||
| CONSTANCE SAMUELS | |||||||||
| SVP, EVENTS SINCE 04/25 | 40.00 | 0.00 | $135,033 | $0 | $4,664 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,966,634 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $332,074 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WINSTON & STRAWN LLP | |||||
| 35 W WACKER DR | CHICAGO | IL | 60601 | LEGAL SERVICES | $1,267,389 |
| JENNER & BLOCK | |||||
| 353 N CLARK STREET | CHICAGO | IL | 606543456 | LEGAL SERVICES | $751,133 |
| BAKER TILLY ADVISORY GROUP PARENT LLC | |||||
| PO BOX 7398 | MADISON | WI | 537077398 | ADVISORY SERVICES | $702,449 |
| ALL AROUND CREATIVE | |||||
| 105 ATSION ROAD SUITE J | MEDFORD | NJ | 08055 | MARKETING SERVICES | $422,622 |
| ON SERVICES LLC | |||||
| 6779 CRESCENT DRIVE | NORCROSS | GA | 30071 | AUDIO VISUAL SERVICES | $395,935 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,124,325 | MembershipDuesAmt |
| All Other Contributions | $24,369,219 | AllOtherContributionsAmt |
| Total Contributions | $25,493,544 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM INCOME | 900099 | $93,259,674 | $93,259,674 |
| INTEREST ON LOANS | 525990 | $7,350,546 | $7,350,546 |
| SPONSORSHIP INCOME | 900099 | $3,636,583 | $3,636,583 |
| OTHER FEES | 900099 | $3,093,050 | $3,093,050 |
| TRAINING EVENTS | 900099 | $2,878,738 | $2,878,738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $110,218,591 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,014,361 | TotalRevenueColumnAmt |
| Exclusion | $4,014,361 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,851 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,851 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,851 | TotalRevenueColumnAmt |
| Exclusion | $10,851 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $139,737,347 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $110,218,591 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,025,212 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,865,000 | TotalAmt |
| Program Services | $2,865,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,477,434 | TotalAmt |
| Program Services | $2,327,303 | ProgramServicesAmt |
| Management And General | $1,857,234 | ManagementAndGeneralAmt |
| Fundraising | $292,897 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,932,603 | TotalAmt |
| Program Services | $4,911,279 | ProgramServicesAmt |
| Management And General | $1,806,036 | ManagementAndGeneralAmt |
| Fundraising | $215,288 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,486 | TotalAmt |
| Program Services | $199,424 | ProgramServicesAmt |
| Management And General | $78,010 | ManagementAndGeneralAmt |
| Fundraising | $14,052 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $941,286 | TotalAmt |
| Program Services | $620,571 | ProgramServicesAmt |
| Management And General | $261,958 | ManagementAndGeneralAmt |
| Fundraising | $58,757 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $865,812 | TotalAmt |
| Program Services | $575,034 | ProgramServicesAmt |
| Management And General | $254,601 | ManagementAndGeneralAmt |
| Fundraising | $36,177 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,923 | TotalAmt |
| Management And General | $207,923 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,488,320 | TotalAmt |
| Program Services | $61,873 | ProgramServicesAmt |
| Management And General | $1,388,390 | ManagementAndGeneralAmt |
| Fundraising | $38,057 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,514 | TotalAmt |
| Program Services | $29,706 | ProgramServicesAmt |
| Management And General | $375,808 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,911,531 | TotalAmt |
| Program Services | $2,810,831 | ProgramServicesAmt |
| Management And General | $906,350 | ManagementAndGeneralAmt |
| Fundraising | $194,350 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,551 | TotalAmt |
| Program Services | $390,582 | ProgramServicesAmt |
| Management And General | $3,969 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,751 | TotalAmt |
| Program Services | $2,357 | ProgramServicesAmt |
| Management And General | $159,840 | ManagementAndGeneralAmt |
| Fundraising | $554 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $962,051 | TotalAmt |
| Program Services | $541,019 | ProgramServicesAmt |
| Management And General | $421,000 | ManagementAndGeneralAmt |
| Fundraising | $32 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,278,963 | TotalAmt |
| Management And General | $1,278,963 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,311 | TotalAmt |
| Program Services | $307,265 | ProgramServicesAmt |
| Management And General | $123,355 | ManagementAndGeneralAmt |
| Fundraising | $23,691 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,495,274 | TotalAmt |
| Program Services | $3,471,964 | ProgramServicesAmt |
| Management And General | $23,179 | ManagementAndGeneralAmt |
| Fundraising | $131 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,584,346 | TotalAmt |
| Program Services | $2,562,054 | ProgramServicesAmt |
| Management And General | $22,292 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,497 | TotalAmt |
| Management And General | $142,497 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,613 | TotalAmt |
| Management And General | $121,613 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISC EXPENSES | $432,443 | $98,078 | $318,907 | $15,458 |
| PARTICIPANTS SUPPORT CO | $290,500 | $290,500 | ||
| MEMBERSHIP | $229,953 | $209,359 | $19,797 | $797 |
| FINANCE CHARGES | $146,160 | $97,769 | $48,391 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,082,322 | TotalAmt |
| Program Services | $22,371,968 | ProgramServicesAmt |
| Management And General | $9,820,113 | ManagementAndGeneralAmt |
| Fundraising | $890,241 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,327,601,308 | BOYAmt |
| EOY | $2,428,566,385 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750,000 | BOYAmt |
| EOY | $5,000,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,395,315 | BOYAmt |
| EOY | $9,009,687 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,701,164 | BOYAmt |
| EOY | $238,533,493 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $424,453 | BOYAmt |
| EOY | $1,640,645 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,246,928 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,805,001 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $584,424 | BOYAmt |
| EOY | $441,927 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,127,114 | BOYAmt |
| EOY | $36,671,027 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,790,349 | BOYAmt |
| EOY | $20,070,700 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,624,374,128 | BOYAmt |
| EOY | $2,739,933,864 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,906,660 | BOYAmt |
| EOY | $3,661,410 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,010,967 | BOYAmt |
| EOY | $1,680,424 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,120,000 | BOYAmt |
| EOY | $175,745,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,576,896 | BOYAmt |
| EOY | $28,087,755 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,614,523 | BOYAmt |
| EOY | $209,174,589 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,600,601 | BOYAmt |
| EOY | $114,067,093 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,315,159,004 | BOYAmt |
| EOY | $2,416,692,182 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,425,759,605 | BOYAmt |
| EOY | $2,530,759,275 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,624,374,128 | BOYAmt |
| EOY | $2,739,933,864 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $106,655,025 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $282,802 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,938,155 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,745,924 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,110,366 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,042,460 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,598,149 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,638,544 | CurrentTaxYearAmt |
| Total | $74,135,443 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,858,742 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,902,140 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,841,534 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,588,449 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $110,218,591 | CurrentTaxYearAmt |
| Total | $171,409,456 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,604,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,012,506 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,883,994 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,186,598 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,857,135 | CurrentTaxYearAmt |
| Total | $245,544,899 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,045,636 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,065,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $645,559 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $400,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,561,500 | CurrentTaxYearAmt |
| Total | $39,717,695 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,045,636 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,065,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $645,559 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $400,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,561,500 | CurrentTaxYearAmt |
| Total | $39,717,695 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $205,827,204 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $137,904 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,039,153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,067,079 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,520,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,014,361 | CurrentTaxYearAmt |
| Total | $12,778,953 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $137,904 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,039,153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,067,079 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,520,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,014,361 | CurrentTaxYearAmt |
| Total | $12,778,953 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,914,230 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,914,230 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,742,570 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,051,659 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,865,303 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,707,054 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,871,496 | CurrentTaxYearAmt |
| Total | $260,238,082 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.79090 | PublicSupportCY509Pct |
| Public Support PY509 | 0.61860 | PublicSupportPY509Pct |
| Investment Income CY | 0.04910 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05360 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,150 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $118,070 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $125,220 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $32,957,102 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $33,082,322 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $40,383 | CurrentYearMinus3Amt |
| Current Year Minus2 | $51,217 | CurrentYearMinus2Amt |
| Current Year Minus1 | $36,406 | CurrentYearMinus1Amt |
| Current Year | $125,220 | CurrentYearAmt |
| Total | $253,226 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $2,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $3,300 | CurrentYearMinus2Amt |
| Current Year Minus1 | $2,200 | CurrentYearMinus1Amt |
| Current Year | $7,150 | CurrentYearAmt |
| Total | $14,650 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART IV | FormAndLineReferenceDesc |
| Explanation | OFN CONDUCTS PERMITTED LOBBYING ACTIVITIES AND WORKED IN THE FOLLOWING PRIMARY AREAS IN 2025: FINANCIAL SERVICES, SMALL BUSINESS, HOUSING, CDFI FUND, AND NEW MARKETS TAX CREDIT, NATIONAL DEFENSE AUTHORIZATION ACT, NEIGHBORHOOD HOMES INVESTMENT ACT, LOW INCOME HOUSING TAX CREDIT. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $799,372 | OtherCostOrOtherBasisAmt |
| Depreciation | $446,225 | DepreciationAmt |
| Book Value | $353,147 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,004,382 | OtherCostOrOtherBasisAmt |
| Depreciation | $990,776 | DepreciationAmt |
| Book Value | $13,606 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $443,174 | OtherCostOrOtherBasisAmt |
| Depreciation | $368,000 | DepreciationAmt |
| Book Value | $75,174 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $441,927 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| EQUITY EQUIVALENT LOANS PAYABLE | $23,583,333 |
| FUNDS HELD FOR THIRD PARTY | $1,272,222 |
| OPERATING LEASE LIABILITY | $3,232,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $28,087,755 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $135,639,533 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $282,801 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $47,612 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $330,413 | RevenueNotReportedAmt |
| Revenue Subtotal | $135,309,120 | RevenueSubtotalAmt |
| Other Revenues Not Included | $4,428,228 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,428,228 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $139,737,348 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,545,590 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $47,614 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $47,614 | ExpensesNotReportedAmt |
| Expenses Subtotal | $30,497,976 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,584,346 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,584,346 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $33,082,322 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2025 AND 2024. 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, 2025 AND 2024. 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 2021. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INTEREST EXPENSES 2,584,346. PROVISION FOR LOAN LOSSES 1,843,882. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INTEREST EXPENSES 2,584,346. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AMPAC BUSINESS CAPITAL | |||||||||
| 3110 B INLAND EMPIRE BLVD | ONTARIO | CA | 91764 | 753192344 | 501C3 | $150,000 | $0 | OPERATING GRANT | |
| ATLANTA NEIGHBORHOOD DEVELOPMENT PARTNERSHIP | |||||||||
| 229 PEACHTREE STREET NORTHEAST | ATLANTA | GA | 30303 | 581946632 | 501C3 | $150,000 | $0 | OPERATING GRANT | SUITE 800 |
| CINCINNATI DEVELOPMENT FUND INC | |||||||||
| 1818 RACE STREET SUITE 401 | CINCINNATI | OH | 45202 | 311256064 | 501C3 | $100,000 | $0 | OPERATING GRANT | |
| COMMUNITY CAPITAL NEW YORK | |||||||||
| 44 EXECUTIVE BOULEVARD | ELMSFORD | NY | 10523 | 133544227 | 501C3 | $150,000 | $0 | OPERATING GRANT | |
| COMMUNITY HEALTH CENTER CAPITAL FUND | |||||||||
| 40 COURT STREET 10TH FLOOR | BOSTON | MA | 02018 | 043122535 | 501C3 | $150,000 | $0 | OPERATING GRANT | |
| COMMUNITY INVESTMENT COLLABORATIVE | |||||||||
| 300 PRESTON AVENUE SUITE 206 | CHARLOTTESVILLE | VA | 22902 | 454105820 | 501C3 | $150,000 | $0 | OPERATING GRANT | |
| DAKOTA RESOURCES | |||||||||
| 25795 475TH AVENUE SUITE 1 | RENNER | SD | 57055 | 460442430 | 501C3 | $150,000 | $0 | OPERATING GRANT | |
| FEED THE HUNGER FUND | |||||||||
| 100 MONTGOMERY ST | SAN FRANCISCO | CA | 94129 | 262975093 | 501C3 | $150,000 | $0 | OPERATING GRANT | |
| FIRST CHILDREN'S FINANCE | |||||||||
| 212 THIRD AVENUE NORTH SUITE 310 | MINNEAPOLIS | MN | 55401 | 411694837 | 501C3 | $150,000 | $0 | OPERATING GRANT | |
| GREAT FALLS DEVELOPMENT AUTHORITY INC | |||||||||
| 405 3RD STREET NORTHWEST SUITE 203 | GREAT FALLS | MT | 59404 | 810465605 | 501C3 | $150,000 | $0 | OPERATING GRANT | |
| GROW SOUTH DAKOTA | |||||||||
| 104 ASH STREET EAST | SISSETON | SD | 57262 | 562667948 | 501C3 | $150,000 | $0 | OPERATING GRANT | |
| HOME HEADQUARTERS | |||||||||
| 625 ERIE BLVD WEST SUITE 100 | SYRACUSE | NY | 13204 | 222982267 | 501C3 | $215,000 | $0 | OPERATING GRANT | |
| NORTHWEST ACCESS FUND | |||||||||
| PO BOX 55759 | SHORELINE | WA | 98155 | 912094889 | 501C3 | $150,000 | $0 | OPERATING GRANT | |
| NYCEEC (NEW YORK CITY ENERGY EFFICIENCY CORPORATION) | |||||||||
| 1359 BROADWAY 19TH FLOOR | NEW YORK CITY | NY | 10018 | 273731338 | 501C3 | $150,000 | $0 | OPERATING GRANT | |
| RAINIER VALLEY COMMUNITY DEVELOPMENT FUND | |||||||||
| 6951 MARTIN LUTHER KING JR WAY | SEATTLE | WA | 98118 | 331030838 | 501C3 | $150,000 | $0 | OPERATING GRANT | SOUTH SUITE 225 |
| REDBUD FINANCIAL ALTERNATIVES INC | |||||||||
| 825 HIGH ST | HAZARD | KY | 41701 | 472214397 | 501C3 | $150,000 | $0 | OPERATING GRANT | |
| SABRE FINANCE | |||||||||
| 1800 INTERNATIONAL PARK DRIVE SUITE | BIRMINGHAM | AL | 35243 | 465457673 | 501C3 | $150,000 | $0 | OPERATING GRANT | 215 |
| TCHFH LENDING INC | |||||||||
| 1954 UNIVERSITY AVENUE WEST | SAINT PAUL | MN | 55104 | 811958719 | 501C3 | $150,000 | $0 | OPERATING GRANT | |
| THE SUNLIGHT LOAN FUND LLC | |||||||||
| 1621 EAST HENNEPIN AVENUE SUITE 295 | MINNEAPOLIS | MN | 55414 | 832025163 | 501C3 | $150,000 | $0 | OPERATING GRANT | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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 INVESTMENTS IN CDFIS, SUPPORTING CDFIS WORK IN LOW-INCOME AND OTHER DISINVESTED COMMUNITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HAROLD PETTIGREW | ||||||||||||||
| PRESIDENT & CEO | $418,456 | $0 | $0 | $0 | $0 | $0 | $14,000 | $0 | $609 | $0 | $433,065 | $0 | $0 | $0 |
| REGINA ROSS | ||||||||||||||
| EVP, CHIEF PEOPLE & OPERATIONS OFFIC | $355,594 | $0 | $9,000 | $0 | $0 | $0 | $1,468 | $0 | $17,343 | $0 | $383,405 | $0 | $0 | $0 |
| KEVIN FRYATT | ||||||||||||||
| EVP, CHIEF FINANCIAL OFFICER | $319,652 | $0 | $9,000 | $0 | $0 | $0 | $6,985 | $0 | $20,296 | $0 | $355,933 | $0 | $0 | $0 |
| JESSEL AMIN | ||||||||||||||
| EVP, CHIEF INVESTMENT OFFI | $315,139 | $0 | $9,000 | $0 | $0 | $0 | $6,760 | $0 | $22,211 | $0 | $353,110 | $0 | $0 | $0 |
| AMBER KUCHAR BELL | ||||||||||||||
| EVP, CHIEF PROGRAMS OFFICER | $262,603 | $0 | $9,000 | $0 | $0 | $0 | $11,252 | $0 | $20,589 | $0 | $303,444 | $0 | $0 | $0 |
| ANTHONY BERKLEY | ||||||||||||||
| EVP, CHIEF DEVELOPMENT OFFICER | $264,186 | $0 | $9,000 | $0 | $0 | $0 | $4,929 | $0 | $20,589 | $0 | $298,704 | $0 | $0 | $0 |
| BRENDON MILLER | ||||||||||||||
| EVP, CHIEF OF STAFF & HEAD OF COMMUN | $274,010 | $0 | $9,000 | $0 | $0 | $0 | $10,833 | $0 | $885 | $0 | $294,728 | $0 | $0 | $0 |
| SETH JULYAN | ||||||||||||||
| EVP, CHIEF NETWORK OFFICER | $257,541 | $0 | $9,000 | $0 | $0 | $0 | $10,730 | $0 | $11,884 | $0 | $289,155 | $0 | $0 | $0 |
| DAFINA WILLIAMS | ||||||||||||||
| EVP, CHIEF PUBLIC POLICY OFFICER | $256,540 | $0 | $9,000 | $0 | $0 | $0 | $10,730 | $0 | $12,422 | $0 | $288,692 | $0 | $0 | $0 |
| MOHAMMAD HOURANI | ||||||||||||||
| SVP, FINANCE AND ACCOUNTING | $223,829 | $0 | $10,500 | $0 | $0 | $0 | $3,235 | $0 | $20,239 | $0 | $257,803 | $0 | $0 | $0 |
| MARY WRIGHT | ||||||||||||||
| SVP, FINANCIAL SERVICES | $201,569 | $0 | $10,500 | $0 | $0 | $0 | $8,640 | $0 | $1,150 | $0 | $221,859 | $0 | $0 | $0 |
| ABHILASH RAJAN | ||||||||||||||
| SVP, INFORMATION TECHNOLOGY AND FACI | $189,792 | $0 | $11,000 | $0 | $0 | $0 | $2,778 | $0 | $6,066 | $0 | $209,636 | $0 | $0 | $0 |
| SHAKEYDA DANIELS | ||||||||||||||
| SVP, FINANCIAL SERVICES | $184,573 | $0 | $10,500 | $0 | $0 | $0 | $7,818 | $0 | $6,554 | $0 | $209,445 | $0 | $0 | $0 |
| TAMARA FRYE | ||||||||||||||
| SVP, HUMAN RESOURCES | $171,964 | $0 | $8,500 | $0 | $0 | $0 | $7,470 | $0 | $10,981 | $0 | $198,915 | $0 | $0 | $0 |
| ADRIENNE SMITH | ||||||||||||||
| SVP, RESEARCH | $185,417 | $0 | $5,500 | $0 | $0 | $0 | $7,596 | $0 | $70 | $0 | $198,583 | $0 | $0 | $0 |
| SINDHU LAKSHMANAN | ||||||||||||||
| SVP, DEVELOPMENT SER | $176,437 | $0 | $5,500 | $0 | $0 | $0 | $7,432 | $0 | $6,066 | $0 | $195,435 | $0 | $0 | $0 |
| MARY SCOTT BALYS | ||||||||||||||
| VP, PUBLIC POLICY | $169,101 | $0 | $8,000 | $0 | $0 | $0 | $7,403 | $0 | $6,251 | $0 | $190,755 | $0 | $0 | $0 |
| ANTHONY WILDER PUZZUOLI | ||||||||||||||
| SVP, MEMBERSHIP | $169,549 | $0 | $5,500 | $0 | $0 | $0 | $7,066 | $0 | $4,622 | $0 | $186,737 | $0 | $0 | $0 |
| DAMAYANTI HALDER | ||||||||||||||
| SVP, DATA | $159,835 | $0 | $6,750 | $0 | $0 | $0 | $1,365 | $0 | $70 | $0 | $168,020 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | OFN IS A MEMBERSHIP ORGANIZATION, AND THE MEMBERSHIP IS OPEN TO NON-GOVERNMENTAL, MISSION-DRIVEN FINANCIAL INSTITUTIONS THAT MEET CERTAIN BASIC QUALIFICATIONS |
| FORM 990, PART VI, SECTION A, LINE 7A | PER OFN'S BYLAWS (LAST AMENDED ON OCTOBER 17, 2012), OFN MEMBERS ELECT MEMBERS OF THE BOARD OF DIRECTORS AT AN ANNUAL MEETING, AS THE TERMS OF OFFICE OF EXISTING BOARD MEMBERS EXPIRE OR A SEAT IS OTHERWISE VACATED. IN 2025, THE MEMBERS ELECTED THREE NEW BOARD MEMBERS AND RE-ELECTED ONE INCUMBENT BOARD MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7B | PER OFN'S BYLAWS (LAST AMENDED ON OCTOBER 17, 2012), OFN MEMBERS ELECT CERTAIN SEATS OF THE BOARD OF DIRECTORS AT AN ANNUAL MEETING, AS THE TERMS OF OFFICE OF EXISTING BOARD MEMBERS EXPIRE OR AN ELECTED SEAT IS OTHERWISE VACATED. IN ADDITION, MEMBERS MUST VOTE TO ADOPT NEW BYLAWS OR AMEND OR REPEAL EXISTING BYLAWS. NO NEW BYLAWS WERE CONSIDERED OR ADOPTED IN 2025, NOR WERE ANY BYLAWS PUT FORWARD TO THE MEMBERS FOR AMENDMENT OR REPEAL. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING THE FORM 990, THE SVP, FINANCE & ACCOUNTING AND THE VP, ACCOUNTING REVIEW THE FORM FOR ACCURACY AND SUBSEQUENTLY FORWARD IT TO THE EVP, CHIEF FINANCIAL OFFICER AND PRESIDENT & CEO FOR REVIEW. FURTHERMORE, THE FORM 990 IS REVIEWED AND APPROVED BY THE BOARD FINANCE & AUDIT COMMITTEE. IN ADDITION, THEORGANIZATION SENDS AN ELECTRONIC COPY OF THE FORM 990 TO ITS BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR THE BOARD OF DIRECTORS SIGNS A CONFLICT OF INTEREST STATEMENT WHICH DISCLOSES ANY CONFLICTS OF INTEREST AS DEFINED BY OFN'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 MUST ALSO 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. COMPENSATION FOR OFN SENIOR OFFICERS AND KEY EMPLOYEES IS REVIEWED ON AN ANNUAL BASIS USING AN EXTERNAL MARKET COMPENSATION ANALYSIS WHICH PROVIDES BENCHMARKS FOR DETERMINING APPROPRIATE STAFF COMPENSATION RANGES. |
| 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). |
| FORM 990, PART IX, LINE 11G | OTHER MISC PRGM CONTRACTS-FEES: PROGRAM SERVICE EXPENSES 2,810,831. MANAGEMENT AND GENERAL EXPENSES 906,350. FUNDRAISING EXPENSES 194,350. TOTAL EXPENSES 3,911,531. |
| FORM 990, PART XI, LINE 9: | PROVISIONING FOR LOAN LOSS -1,843,882. CASH BALANCE FROM NCCA ENTITY -94,273. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NCCA GENERAL PARTNER LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 S BROAD STREET SUITE 1930 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113704951 | EIN |
| Primary Activities | OPERATE AS A GENERAL PARTNER OF OPPORTUNITY FUND III | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $94,273 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPPORTUNITY FINANCE NETWORK | BusinessNameLine1Txt |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CDFI COMMUNITY INVESTMENT FUND I LLC | |||||||||||||
| 123 S BROAD STREET SUITE 1930 | PHILADELPHIA | PA | 19109 | 352579326 | INVESTMENT IN OTHER CDFI ENTITIES | DE | OPPORTUNITY FINANCE NETWORK | EXCLUDED | $30,409 | $1,312,798 | 0 | Yes (1) | 0.09090 |
| GOOD TO GROW CDFI INVESTMENT FUND LLC | |||||||||||||
| 123 S BROAD STREET SUITE 1930 | PHILADELPHIA | PA | 19109 | 364907491 | INVESTMENT IN OTHER CDFI ENTITIES | DE | OPPORTUNITY FINANCE NETWORK | EXCLUDED | $31,250 | $1,261,125 | 0 | Yes (1) | 0.05000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CDFI COMMUNITY INVESTMENT FUND I LLC | ||
| L | $94,500 | INDUSTRY STANDARD |
| GOOD TO GROW CDFI INVESTMENT FUND LLC | ||
| L | $125,000 | INDUSTRY STANDARD |