STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

CALIFORNIA STATEWIDE CERTIFIED DEVELOPMENT CORPORATION

Cite this

Plain text CALIFORNIA STATEWIDE CERTIFIED DEVELOPMENT CORPORATION. Strategy Studio, nonprofit organization profile, tax years 2011–2023. https://strategystudio.org/org/943064064. Retrieved 2026-10-18.

APA Strategy Studio. (n.d.). CALIFORNIA STATEWIDE CERTIFIED DEVELOPMENT CORPORATION [Nonprofit organization profile; tax years 2011–2023]. Retrieved October 18, 2026, from https://strategystudio.org/org/943064064

MLA “CALIFORNIA STATEWIDE CERTIFIED DEVELOPMENT CORPORATION.” Strategy Studio, tax years 2011–2023, https://strategystudio.org/org/943064064. Accessed 18 Oct. 2026.

Retrieved 2026-10-18; covers tax years 2011–2023. Data: Strategy Studio, CC BY 4.0.

2023 · Form 990 · revenue $11.0M · expenses $11.0M · assets $11.8M

Also known as
CALIFORNIA STATEWIDE CDC
EIN
94-3064064
Address
426 D ST, DAVIS, CA 95616-4131
Website
WWW.STATEWIDECDC.COM
NTEE code
-
Subsection
501(c)(4)
Ruling year
1988
Cross-check
ProPublica Nonprofit Explorer

Mission

CSCDC BELIEVES IN GIVING BUSINESSES THE OPPORTUNITY TO GROW. CSCDC RESPONDS TO EACH CLIENT WITH THE PERSONAL SERVICE THAT ONLY AN EXPERIENCED, KNOWLEDGEABLE CDC LIKE OURS CAN PROVIDE. CSCDC HAS A REPUTATION FOR CONSISTENTLY FAST PROCESSING TURNAROUND, AND ARE ESPECIALLY SENSITIVE TO THE DETAILS AND KIND OF FOLLOW-THROUGH NECESSARY TO MAKE AN SBA TRANSACTION SUCCESSFUL.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

44 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Carlo Samson SENIOR EXECUTIVE VICE PRESIDENT2014-2023 $542,581$4,840,264 1
Jeff Boone CEO2011-2023 $444,741$3,863,593 1
Craig Samson SENIOR VP, SR LOAN OFFICER2016-2023 $354,928$2,417,661 1
Denise Zboralske CFO/COO2020-2023 $302,066$696,028 1
Dana Lofgren VP, CLOSING MANAGER2020-2023 $167,668$610,007 1
Jeremy Mehler SENIOR VP, SR LOAN OFFICER2022-2023 $186,180$368,156 1
Spiros Karatzis SENIOR VP, SR LOAN OFFICER2023 $240,001$240,001 1
Marat Manucharyan SENIOR VP, SR LOAN OFFICER2023 $232,196$232,196 1
George Christidis SENIOR VP, SR LOAN OFFICER2023 $230,631$230,631 1
John Dimichele CHAIRMAN2011-2023 $23,228$110,131 2
Mark Leas TREASURER2011-2023 $18,482$106,349 2
Barbara Hayes DIRECTOR2014-2023 $18,240$96,755 1
Robert Brady DIRECTOR2011-2023 $16,971$96,438 2
Lee Scott VICE CHAIRMAN2011-2023 $13,982$88,748 2
Don Cavazos DIRECTOR2018-2023 $17,671$71,637 2
Todd Holley DIRECTOR2020-2023 $15,384$64,700 1
Cindy Larson DIRECTOR2020-2023 $15,578$30,544 1
Nahz Anvary SECRETARY2022-2023 $11,646$27,136 1
James Renner DIRECTOR2020-2023 $14,059$26,586 1
Phil Feghali DIRECTOR2022-2023 $13,309$15,449 1
Tiffany Monroe DIRECTOR2022-2023 $10,020$12,534 1
Patricia Griffin Globa (former) SENIOR VICE PRESIDENT, SENIOR LOAN OFFICER2011-2020 $203,167$2,671,648 1
Alexander Globa (former) PRESIDENT2011-2017 $215,771$1,686,189 1
Mark Schwan (former) SENIOR VP, SR LOAN OFFICER2017-2022 $267,094$1,232,093 1
Aleen Harmon (former) SENIOR UNDERWRITER2014-2021 $150,771$1,119,186 1
Diane Berry (former) SENIOR UNDERWRITER2016-2022 $159,384$970,533 1
Sasha Globa (former) FORMER PRESIDENT2018-2020 $335,000$734,774 1
Denise Post (former) SENIOR CLOSER2016-2022 $184,566$640,502 1
Stella Chan (former) CREDIT MANAGER2011-2014 $147,925$634,110 1
Judith Fletcher (former) MANAGER, COMMUNITY LENDING PROG2014-2017 $118,108$471,272 1
Chris Kelleher (former) BUSINESS DEVELOPMENT OFFICER2012-2014 $139,473$403,365 1
Judy Fletcher (former) LOAN UNDERWRITER2011-2013 $118,326$343,434 1
Hillary Olson (former) LOAN OFFICER2013-2015 $147,833$287,192 1
Karen Goodell (former) PORFOLIO MANAGER2011-2012 $145,891$280,714 1
Patricia Globa Thru 822 (former) SENIOR VP, SR LOAN OFFICER2022 $232,670$232,670 1
Patricia Globa Thru 0822 (former) SENIOR VP, SR LOAN OFFICER2021 $200,765$200,765 1
Jeremy Salamera (former) BUSINESS DEVELOPMENT OFFICER2014 $148,807$148,807 1
Pat Murphy (former) COMPLIANCE MANAGER2011 $119,104$119,104 1
Nahz Avery (former) SECRETARY2020-2021 $16,463$32,926 1
Jim Garlock (former) VICE CHAIRMAN THRU 12/202011-2020 $5,775$30,200 2
John Lescroart (former) SECRETARY2011-2019 $4,925$19,300 2
Laurel Shockley (former) DIRECTOR2011-2018 $4,650$18,875 2
Bruce Stenslie (former) DIRECTOR2016-2019 $3,675$12,925 2
Don Backstrom (former) Chairman2011-2016 $1,075$6,650 2
Unpaid officers and directors · 1 person
NameLatest titleYearsOrganizations
Susan Brown (former) SECRETARY2011-2013 1

People by year

2023 · 21 people listed · 21 paid, $2.9M · 46 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARLO SAMSON SENIOR EXECUTIVE VICE PRESIDENT40 $506,621$0$35,960 $542,5811
JEFF BOONE CEO40 $431,717$0$13,024 $444,7411
CRAIG SAMSON SENIOR VP, SR LOAN OFFICER40 $320,824$0$34,104 $354,9281
DENISE ZBORALSKE CFO/COO40 $271,717$0$30,349 $302,0661
SPIROS KARATZIS SENIOR VP, SR LOAN OFFICER40 $212,981$0$27,020 $240,0011
MARAT MANUCHARYAN SENIOR VP, SR LOAN OFFICER40 $204,948$0$27,248 $232,1961
GEORGE CHRISTIDIS SENIOR VP, SR LOAN OFFICER40 $215,779$0$14,852 $230,6311
JEREMY MEHLER SENIOR VP, SR LOAN OFFICER40 $156,789$0$29,391 $186,1801
DANA LOFGREN VP, CLOSING MANAGER40 $159,240$0$8,428 $167,6681
JOHN DIMICHELE CHAIRMAN1 $23,228$0$0 $23,2282
MARK LEAS TREASURER1 $18,482$0$0 $18,4822
BARBARA HAYES DIRECTOR1 $18,240$0$0 $18,2401
DON CAVAZOS DIRECTOR1 $17,671$0$0 $17,6712
ROBERT BRADY DIRECTOR1 $16,971$0$0 $16,9712
CINDY LARSON DIRECTOR1 $15,578$0$0 $15,5781
TODD HOLLEY DIRECTOR1 $15,384$0$0 $15,3841
JAMES RENNER DIRECTOR1 $14,059$0$0 $14,0591
LEE SCOTT VICE CHAIRMAN1 $13,982$0$0 $13,9822
PHIL FEGHALI DIRECTOR1 $13,309$0$0 $13,3091
NAHZ ANVARY SECRETARY1 $11,646$0$0 $11,6461
TIFFANY MONROE DIRECTOR1 $10,020$0$0 $10,0201
2022 · 22 people listed · 22 paid, $3.4M · 45 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARLO SAMSON SENIOR EXECUTIVE VICE PRESIDENT40 $701,048$0$53,370 $754,4181
CRAIG SAMSON SENIOR VP, SR LOAN OFFICER40 $484,870$0$36,608 $521,4781
JEFF BOONE CEO40 $464,866$0$13,006 $477,8721
MARK SCHWAN SENIOR VP, SR LOAN OFFICER40 $229,169$0$37,925 $267,0941
DENISE ZBORALSKE CFO/COO40 $214,494$0$34,233 $248,7271
PATRICIA GLOBA THRU 822 SENIOR VP, SR LOAN OFFICER40 $206,876$0$25,794 $232,6701
DENISE POST SENIOR CLOSER40 $156,955$0$27,611 $184,5661
JEREMY MEHLER SENIOR VP, SR LOAN OFFICER40 $173,643$0$8,333 $181,9761
DANA LOFGREN CLOSING MANAGER40 $159,736$0$7,925 $167,6611
DIANE BERRY SENIOR UNDERWRITER40 $153,932$0$5,452 $159,3841
JOHN DIMICHELE CHAIRMAN1 $19,052$0$0 $19,0522
DON CAVAZOS DIRECTOR1 $18,340$0$0 $18,3402
BARBARA HAYES DIRECTOR1 $18,115$0$0 $18,1151
ROBERT BRADY DIRECTOR1 $17,591$0$0 $17,5912
TODD HOLLEY DIRECTOR1 $17,290$0$0 $17,2901
MARK LEAS TREASURER1 $16,053$0$0 $16,0532
NAHZ ANVARY SECRETARY1 $15,490$0$0 $15,4901
LEE SCOTT VICE CHAIRMAN1 $14,815$0$0 $14,8152
CINDY LARSON DIRECTOR1 $14,741$0$0 $14,7411
JAMES RENNER DIRECTOR1 $12,527$0$0 $12,5271
TIFFANY MONROE DIRECTOR1 $2,514$0$0 $2,5141
PHIL FEGHALI DIRECTOR1 $2,140$0$0 $2,1401
2021 · 20 people listed · 19 paid, $3.0M · 44 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARLO SAMSON SENIOR EXECUTIVE VICE PRESIDENT40 $696,914$0$38,799 $735,7131
CRAIG SAMSON SENIOR VP, SR LOAN OFFICER40 $446,016$0$36,603 $482,6191
JEFF BOONE CEO40 $396,000$0$12,779 $408,7791
MARK SCHWAN SENIOR VP, SR LOAN OFFICER40 $231,279$0$32,638 $263,9171
PATRICIA GLOBA THRU 0822 SENIOR VP, SR LOAN OFFICER40 $171,695$0$29,070 $200,7651
DENISE POST SENIOR CLOSER40 $146,326$0$22,793 $169,1191
ALEEN HARMON SENIOR UNDERWRITER40 $131,800$0$18,971 $150,7711
DENISE ZBORALSKE CFO/COO40 $127,282$0$17,953 $145,2351
DIANE BERRY SENIOR UNDERWRITER40 $137,489$0$5,411 $142,9001
DANA LOFGREN CLOSING MANAGER40 $135,387$0$5,416 $140,8031
JOHN DIMICHELE CHAIRMAN1 $19,388$0$0 $19,3882
ROBERT BRADY DIRECTOR1 $19,088$0$0 $19,0882
LEE SCOTT VICE CHAIRMAN1 $18,638$0$0 $18,6382
DON CAVAZOS DIRECTOR1 $17,813$0$0 $17,8132
NAHZ AVERY SECRETARY1 $16,463$0$0 $16,4631
TODD HOLLEY DIRECTOR1 $16,013$0$0 $16,0131
BARBARA HAYES DIRECTOR1 $15,300$0$0 $15,3001
MARK LEAS TREASURER1 $13,763$0$0 $13,7632
CINDY LARSON DIRECTOR1 $225$0$0 $2251
JAMES RENNER DIRECTOR1 $0$0$0 $01
2020 · 22 people listed · 19 paid, $2.7M · 30 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARLO SAMSON SENIOR EXECUTIVE VICE PRESIDENT40 $519,219$0$50,707 $569,9261
SASHA GLOBA FORMER PRESIDENT0 $335,000$0$0 $335,0001
JEFF BOONE CEO40 $318,135$0$15,663 $333,7981
CRAIG SAMSON VICE PRESIDENT, BUSINESS DEVELOPMENT OFFICER40 $284,745$0$34,310 $319,0551
MARK SCHWAN SENIOR VICE PRESIDENT, SENIOR LOAN OFFICER40 $179,359$0$32,412 $211,7711
PATRICIA GRIFFIN GLOBA SENIOR VICE PRESIDENT, SENIOR LOAN OFFICER40 $167,064$0$36,103 $203,1671
DENISE POST CLOSING MANAGER40 $143,895$0$13,530 $157,4251
DANA LOFGREN SENIOR CLOSER40 $125,795$0$8,080 $133,8751
DIANE BERRY SENIOR UNDERWRITER40 $112,700$0$17,319 $130,0191
ALEEN HARMON SENIOR UNDERWRITER40 $104,810$0$20,525 $125,3351
BARBARA HAYES DIRECTOR1 $22,725$0$0 $22,7251
ROBERT BRADY DIRECTOR1 $19,013$0$0 $19,0132
JOHN DIMICHELE CHAIRMAN1 $18,638$0$0 $18,6382
LEE SCOTT VICE CHAIRMAN1 $18,338$0$0 $18,3382
DON CAVAZOS DIRECTOR1 $17,813$0$0 $17,8132
NAHZ AVERY SECRETARY1 $16,463$0$0 $16,4631
TODD HOLLEY DIRECTOR1 $16,013$0$0 $16,0131
MARK LEAS TREASURER1 $13,650$0$0 $13,6502
JIM GARLOCK VICE CHAIRMAN THRU 12/201 $5,775$0$0 $5,7752
CINDY LARSON DIRECTOR AS OF 08/211 $0$0$0 $01
JAMES RENNER DIRECTOR AS OF 08/211 $0$0$0 $01
DENISE ZBORALSKE CFO AS OF 03/2140 $0$0$0 $01
2019 · 17 people listed · 16 paid, $1.9M · 26 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARLO SAMSON EXECUTIVE VP40 $451,125$0$41,797 $492,9221
JEFF BOONE CEO40 $274,650$0$12,271 $286,9211
CRAIG SAMSON BUSINESS DEVELOPMENT OFFICER40 $222,120$0$29,751 $251,8711
PATRICIA GRIFFIN GLOBA SENIOR LOAN OFFICER40 $156,431$0$34,998 $191,4291
MARK SCHWAN BUSINESS DEVELOPMENT OFFICER40 $153,849$0$27,412 $181,2611
SASHA GLOBA PRESIDENT THROUGH 11/201940 $150,000$0$5,000 $155,0001
ALEEN HARMON SENIOR UNDERWRITER40 $130,589$0$18,838 $149,4271
DIANE BERRY SENIOR CLOSING OFFICER40 $132,750$0$14,008 $146,7581
JOHN DIMICHELE CHAIRMAN1 $5,450$0$0 $5,4502
JIM GARLOCK VICE CHAIRMAN1 $5,075$0$0 $5,0752
JOHN LESCROART SECRETARY1 $4,925$0$0 $4,9252
MARK LEAS TREASURER1 $4,825$0$0 $4,8252
BARBARA HAYES DIRECTOR1 $4,825$0$0 $4,8251
ROBERT BRADY DIRECTOR1 $4,675$0$0 $4,6752
LEE SCOTT DIRECTOR1 $4,275$0$0 $4,2752
BRUCE STENSLIE DIRECTOR1 $3,675$0$0 $3,6752
DON CAVAZOS DIRECTOR1 $0$0$0 $02
2018 · 18 people listed · 17 paid, $1.9M · 26 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARLO SAMSON EXECUTIVE VP40 $388,781$0$41,797 $430,5781
PATRICIA GRIFFIN GLOBA SENIOR LOAN OFFICER40 $244,451$0$36,662 $281,1131
JEFF BOONE CEO40 $261,589$0$8,052 $269,6411
SASHA GLOBA PRESIDENT40 $238,089$0$6,685 $244,7741
CRAIG SAMSON BUSINESS DEVELOPMENT OFFICER40 $173,764$0$27,869 $201,6331
MARK SCHWAN SENIOR UNDERWRITER40 $134,400$0$16,256 $150,6561
ALEEN HARMON SENIOR UNDERWRITER40 $130,233$0$20,192 $150,4251
DIANE BERRY SENIOR CLOSING OFFICER40 $126,500$0$15,748 $142,2481
LEE SCOTT DIRECTOR1 $6,125$0$0 $6,1252
JOHN DIMICHELE CHAIRMAN1 $5,850$0$0 $5,8502
BARBARA HAYES DIRECTOR1 $5,125$0$0 $5,1251
ROBERT BRADY DIRECTOR1 $4,700$0$0 $4,7002
JIM GARLOCK VICE CHAIRMAN1 $4,675$0$0 $4,6752
LAUREL SHOCKLEY DIRECTOR1 $4,650$0$0 $4,6502
JOHN LESCROART SECRETARY1 $3,850$0$0 $3,8502
BRUCE STENSLIE DIRECTOR1 $3,700$0$0 $3,7002
MARK LEAS TREASURER1 $3,019$0$0 $3,0192
DON CAVAZOS DIRECTOR1 $0$0$0 $02
2017 · 18 people listed · 18 paid, $1.8M · 27 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARLO SAMSON SENIOR LOAN OFFICER40 $302,297$0$34,311 $336,6081
PATRICIA GRIFFIN GLOBA SENIOR LOAN OFFICER40 $237,361$0$37,108 $274,4691
JEFF BOONE CEO40 $213,843$0$10,600 $224,4431
ALEXANDER GLOBA PRESIDENT40 $205,171$0$10,600 $215,7711
CRAIG SAMSON BUSINESS DEVELOPMENT OFFICER40 $137,417$0$22,354 $159,7711
MARK SCHWAN SENIOR LOAN OFFICER40 $136,004$0$21,390 $157,3941
DIANE BERRY SENIOR UNDERWRITER40 $127,267$0$10,136 $137,4031
ALEEN HARMON SENIOR CREDIT UNDERWRITER40 $119,607$0$16,764 $136,3711
JUDITH FLETCHER MANAGER, COMMUNITY LENDING PROG40 $113,587$0$4,521 $118,1081
MARK LEAS TREASURER1 $8,465$0$0 $8,4652
JOHN DIMICHELE CHAIRMAN1 $5,850$0$0 $5,8502
BARBARA HAYES DIRECTOR1 $5,125$0$0 $5,1251
ROBERT BRADY DIRECTOR1 $4,700$0$0 $4,7002
JIM GARLOCK VICE CHAIRMAN1 $4,675$0$0 $4,6752
LAUREL SHOCKLEY DIRECTOR1 $4,650$0$0 $4,6502
JOHN LESCROART SECRETARY1 $3,850$0$0 $3,8502
BRUCE STENSLIE DIRECTOR1 $3,700$0$0 $3,7002
LEE ALLEN SCOTT DIRECTOR1 $3,625$0$0 $3,6252
2016 · 19 people listed · 19 paid, $1.9M · 21 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARLO SAMSON SENIOR LOAN OFFICER40 $336,478$0$42,098 $378,5761
ALEXANDER GLOBA President40 $309,013$0$28,382 $337,3951
JEFF BOONE CEO40 $261,242$0$26,369 $287,6111
PATRICIA GLOBA SENIOR LOAN OFFICER40 $200,170$0$32,925 $233,0951
ALEEN HARMON SENIOR UNDERWRITER40 $126,490$0$19,208 $145,6981
DENISE POST SENIOR CLOSING OFFICER40 $106,914$0$22,478 $129,3921
CRAIG SAMSON BUSINESS DEVELOPMENT OFFICER40 $111,500$0$14,806 $126,3061
JUDITH FLETCHER SENIOR UNDERWRITER40 $111,636$0$9,186 $120,8221
DIANE BERRY SENIOR UNDERWRITER40 $105,417$0$6,404 $111,8211
MARK LEAS TREASURER1 $5,125$0$0 $5,1252
JOHN DIMICHELE VICE CHAIRMAN1 $4,450$0$0 $4,4502
JOHN LESCROART SECRETARY1 $3,700$0$0 $3,7002
BARBARA HAYES DIRECTOR1 $3,700$0$0 $3,7001
LAUREL SHOCKLEY DIRECTOR1 $3,500$0$0 $3,5002
JIM GARLOCK DIRECTOR1 $3,475$0$0 $3,4752
ROBERT BRADY DIRECTOR1 $3,075$0$0 $3,0752
LEE SCOTT DIRECTOR1 $2,850$0$0 $2,8502
Bruce Stenslie Director1 $1,850$0$0 $1,8502
Don Backstrom Chairman1 $1,075$0$0 $1,0752
2015 · 16 people listed · 16 paid, $1.4M · 19 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARLO SAMSON SENIOR LOAN OFFICER40 $349,818$0$25,268 $375,0861
ALEXANDER GLOBA CO-MANAGING DIRECTOR40 $194,004$0$19,470 $213,4741
JEFF BOONE CO-MANAGING DIRECTOR40 $194,004$0$17,619 $211,6231
Patricia GLOBA SENIOR LOAN OFFICER40 $178,082$0$21,661 $199,7431
HILLARY OLSON LOAN OFFICER40 $125,149$0$22,684 $147,8331
ALEEN HARMON SENIOR UNDERWRITER40 $112,467$0$14,747 $127,2141
JUDITH FLETCHER SENIOR UNDERWRITER40 $107,010$0$4,914 $111,9241
MARK LEAS TREASURER1 $6,815$0$0 $6,8152
JOHN DIMICHELE VICE CHAIRMAN1 $4,500$0$0 $4,5002
BARBARA HAYES DIRECTOR1 $3,600$0$0 $3,6001
LAUREL SHOCKLEY DIRECTOR1 $3,275$0$0 $3,2752
JOHN LESCROART SECRETARY1 $2,975$0$0 $2,9752
JIM GARLOCK DIRECTOR1 $2,725$0$0 $2,7252
LEE SCOTT DIRECTOR1 $2,625$0$0 $2,6252
ROBERT BRADY DIRECTOR1 $2,550$0$0 $2,5502
DON BACKSTROM CHAIRMAN1 $1,625$0$0 $1,6252
2014 · 18 people listed · 16 paid, $1.7M · 22 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICIA GLOBA SENIOR LOAN OFFICER40 $263,390$0$41,917 $305,3071
CARLO SAMSON SENIOR LOAN OFFICER40 $185,086$0$38,770 $223,8561
JEFF BOONE CO-MANAGING DIRECTOR40 $192,502$0$16,607 $209,1091
ALEXANDER GLOBA CO-MANAGING DIRECTOR40 $192,502$0$16,325 $208,8271
JEREMY SALAMERA BUSINESS DEVELOPMENT OFFICER40 $124,290$0$24,517 $148,8071
STELLA CHAN CREDIT MANAGER40 $133,307$0$14,618 $147,9251
CHRIS KELLEHER BUSINESS DEVELOPMENT OFFICER40 $124,067$0$15,406 $139,4731
Aleen D Harmon Senior Underwriter40 $113,407$0$20,538 $133,9451
Judith S Fletcher Senior Underwriter35 $111,262$0$9,156 $120,4181
MARK LEAS TREASURER1 $4,995$0$0 $4,9952
ROBERT BRADY DIRECTOR1 $4,075$0$0 $4,0752
DON BACKSTROM CHAIRMAN1 $3,950$0$0 $3,9502
JIM GARLOCK DIRECTOR1 $3,800$0$0 $3,8002
JOHN DIMICHELE VICE CHAIRMAN1 $3,725$0$0 $3,7252
LEE SCOTT DIRECTOR1 $3,475$0$0 $3,4752
LAUREL SHOCKLEY DIRECTOR1 $2,800$0$0 $2,8002
JOHN LESCROART SECRETARY1 $0$0$0 $02
BARBARA HAYES DIRECTOR1 $0$0$0 $01
2013 · 16 people listed · 8 paid, $1.5M · 26 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICIA GRIFFIN GLOBA SENIOR LOAN OFFICER40 $362,170$0$40,450 $402,6201
ALEXANDER GLOBA CO-MANAGING DIRECTOR40 $247,000$0$15,742 $262,7421
JEFF BOONE CO-MANAGING DIRECTOR40 $244,000$0$15,742 $259,7421
STELLA CHAN CREDIT OFFICER40 $146,518$0$16,849 $163,3671
CHRIS KELLEHER LOAN OFFICER40 $129,869$0$17,322 $147,1911
HILLARY OLSON LOAN OFFICER40 $117,751$0$21,608 $139,3591
JUDY FLETCHER LOAN UNDERWRITER40 $111,306$0$7,020 $118,3261
MARK LEAS TREASURER1 $695$0$0 $6952
DON BACKSTROM PRESIDENT1 $0$0$0 $02
JOHN DIMICHELE VICE PRESIDENT1 $0$0$0 $02
JOHN LESCROART SECRETARY1 $0$0$0 $02
SUSAN BROWN SECRETARY1 $0$0$0 $01
JIM GARLOCK DIRECTOR1 $0$0$0 $02
LAUREL SHOCKLEY DIRECTOR1 $0$0$0 $02
LEE ALLEN SCOTT DIRECTOR1 $0$0$0 $02
ROBERT BRADY DIRECTOR1 $0$0$0 $02
2012 · 16 people listed · 8 paid, $1.3M · 20 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICIA GRIFFIN GLOBA SENIOR LOAN OFFICER40 $274,717$0$37,454 $312,1711
JEFF BOONE CO-MANAGING DIRECTOR40 $205,894$0$15,596 $221,4901
ALEXANDER GLOBA CO-MANAGING DIRECTOR40 $205,894$0$14,263 $220,1571
STELLA CHAN CREDIT OFFICER40 $141,681$0$19,795 $161,4761
KAREN GOODELL PORFOLIO MANAGER40 $116,723$0$29,168 $145,8911
JUDY FLETCHER LOAN UNDERWRITER40 $108,047$0$9,434 $117,4811
CHRIS KELLEHER LOAN OFFICER40 $110,177$0$6,524 $116,7011
MARK LEAS TREASURER1 $5,310$0$0 $5,3102
DON BACKSTROM PRESIDENT1 $0$0$0 $02
JOHN DIMICHELE VICE PRESIDENT1 $0$0$0 $02
JOHN LESCROART SECRETARY1 $0$0$0 $02
SUSAN BROWN SECRETARY1 $0$0$0 $01
JIM GARLOCK DIRECTOR1 $0$0$0 $02
LAUREL SHOCKLEY DIRECTOR1 $0$0$0 $02
LEE ALLEN SCOTT DIRECTOR1 $0$0$0 $02
ROBERT BRADY DIRECTOR1 $0$0$0 $02
2011 · 16 people listed · 8 paid, $1.3M · 19 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICIA GRIFFIN GLOBA SENIOR LOAN OFFICER40 $228,520$0$40,014 $268,5341
ALEXANDER GLOBA CO-MANAGING DIRECTOR40 $213,255$0$14,568 $227,8231
JEFF BOONE CO-MANAGING DIRECTOR40 $213,255$0$14,568 $227,8231
STELLA CHAN CREDIT OFFICER40 $140,915$0$20,427 $161,3421
KAREN GOODELL PORFOLIO MANAGER40 $100,553$0$34,270 $134,8231
PAT MURPHY COMPLIANCE MANAGER40 $110,747$0$8,357 $119,1041
JUDY FLETCHER LOAN UNDERWRITER40 $100,475$0$7,152 $107,6271
MARK LEAS TREASURER1 $5,152$0$0 $5,1522
DON BACKSTROM PRESIDENT1 $0$0$0 $02
JOHN DIMICHELE VICE PRESIDENT1 $0$0$0 $02
SUSAN BROWN SECRETARY1 $0$0$0 $01
JIM GARLOCK DIRECTOR1 $0$0$0 $02
JOHN LESCROART DIRECTOR1 $0$0$0 $02
LAUREL SHOCKLEY DIRECTOR1 $0$0$0 $02
LEE ALLEN SCOTT DIRECTOR1 $0$0$0 $02
ROBERT BRADY DIRECTOR1 $0$0$0 $02

Highest-paid independent contractors

2017 · 2 contractors · $381K
NameLocationServicePaid
LAW OFFICES OF SUSAN WHITAKERSAN FRANCISCO, CALOAN CLOSING ATTORNEY$271,765
DAWN LOFGRENPARK CITY, UTLOAN CLOSING SERVICES$109,500
2016 · 1 contractor · $262K
NameLocationServicePaid
LAW OFFICES OF SUSAN WHITAKERSan Francisco, CALOAN CLOSING ATTORNEY$262,450

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2023 · 4 grants to organizations · $50K

Listed grants add up to $49,700; the return's “grants paid” expense line says $68,226. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 1 grant to organizations · $25K

Listed grants add up to $24,882; the return's “grants paid” expense line says $83,425. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 2 grants to organizations · $13K

Listed grants add up to $13,100; the return's “grants paid” expense line says $84,305. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 1 grant to organizations · $8K

Listed grants add up to $7,500; the return's “grants paid” expense line says $89,201. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 4 grants to organizations · $410K

Listed grants add up to $409,700; the return's “grants paid” expense line says $478,051. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 1 grant to organizations · $5K

Listed grants add up to $5,100; the return's “grants paid” expense line says $39,411. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2015 · 3 grants to organizations · $29K

Listed grants add up to $29,200; the return's “grants paid” expense line says $43,998. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2014 · 2 grants to organizations · $14K

Listed grants add up to $13,900; the return's “grants paid” expense line says $38,588. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2013 · 1 grant to organizations · $6K

Listed grants add up to $5,813; the return's “grants paid” expense line says $63,230. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2023 · Form 990 period ending 2024-09-30 · view filing · original 990 ↗
$11,027,926$10,977,613 $11,820,386$7,632,612 $10,000$10,578,698 $1,995,855460
2022 · Form 990 period ending 2023-09-30 · view filing · original 990 ↗
$9,957,298$9,566,322 $11,947,341$7,582,299 $5,000$9,528,802 $2,168,5634512
2021 · Form 990 period ending 2022-09-30 · view filing · original 990 ↗
$8,983,427$8,769,243 $11,407,239$7,191,323 $0$8,737,533 $2,266,6094412
2020 · Form 990 period ending 2021-09-30 · view filing · original 990 ↗
$9,418,070$7,869,145 $11,143,357$6,977,139 $55,000$8,392,863 $2,073,1823012
2019 · Form 990 period ending 2020-09-30 · amended · view filing · original 990 ↗
$6,356,128$6,449,237 $22,787,858$5,428,214 $0$6,174,439 $1,602,3722610
2019 · Form 990 period ending 2020-09-30 · superseded · view filing · original 990 ↗
$6,356,128$6,449,237 $22,787,858$5,428,214 $0$6,174,439 $1,602,3722610
2018 · Form 990 period ending 2019-09-30 · view filing · original 990 ↗
$5,633,427$5,490,000 $6,604,051$5,521,323 $0$5,068,123 $1,267,8072611
2017 · Form 990 period ending 2018-09-30 · view filing · original 990 ↗
$4,753,850$4,781,111 $6,267,368$5,377,896 $0$4,310,422 $1,298,947270
2016 · Form 990 period ending 2017-09-30 · view filing · original 990 ↗
$4,291,561$4,098,008 $6,487,686$5,405,157 $0$4,008,394 $1,022,433210
2015 · Form 990 period ending 2016-09-30 · view filing · original 990 ↗
$3,732,971$3,713,006 $6,282,844$5,211,604 $0$3,508,033 $929,341190
2014 · Form 990 period ending 2015-09-30 · view filing · original 990 ↗
$3,934,403$3,250,911 $7,099,250$5,191,639 $0$3,725,406 $1,137,458220
2013 · Form 990 period ending 2014-09-30 · view filing · original 990 ↗
$3,522,482$3,657,639 $6,708,939$4,508,147 $0$3,288,954 $402,167269
2012 · Form 990 period ending 2013-09-30 · view filing · original 990 ↗
$3,869,126$3,957,165 $7,542,935$4,643,304 $0$3,529,430 $411,788208
2011 · Form 990 period ending 2012-09-30 · view filing · original 990 ↗
$3,382,477$2,964,749 $7,621,053$4,501,443 $0$3,194,992 $448,010198

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
CAPITAL CERTIFIED DEVELOPMENT CORPORATIONTXNot reported $9,988,366$7,733,953 Business Development Region Manager$536,987 Similar name, revenue within 2x
CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT CORPORATIONCAS20 $4,444,558$4,517,457 PRESIDENT$0 Similar name, revenue within 5x, same state
CALIFORNIA CAPITAL FINANCIAL DEVELOPMENT CORPORATIONCAS43 $4,350,528$3,994,915 PRESIDENT/CEO/SECRETARY$211,905 Similar name, revenue within 5x, same state
CALIFORNIA COASTAL RURAL DEVELOPMENT CORPORATIONCAS30 $4,857,769$3,639,496 President$277,714 Similar name, revenue within 5x, same state
MICHIGAN CERTIFIED DEVELOPMENT CORPORATIONMINot reported $4,345,598$4,257,678 PRESIDENT$284,134 Similar name, revenue within 5x
GREATER SACRAMENTO CERTIFIED DEVELOPMENT CORPORATIONCAS20 $1,440,918$1,357,560 Exec.Dir./Sec'y$198,191 Similar name, revenue within 10x, same state
ADVANTAGE CERTIFIED DEVELOPMENT CORPORATIONCANot reported $1,648,365$1,636,028 President$160,200 Similar name, revenue within 10x, same state
COMMUNITY CERTIFIED DEVELOPMENT CORPORATIONTXS43 $1,918,452$1,846,365 CEO$567,698 Similar name, revenue within 10x
OHIO STATEWIDE DEVELOPMENT CORPORATIONOHNot reported $1,411,886$1,313,943 Exec Dir. -7/25$184,950 Similar name, revenue within 10x
Valley Certified Development CorporationCANot reported $2,547$1,328 Director$0 Similar name, revenue differs more than 10x, same state
CERTIFIED DEVELOPMENT CORPORATIONCANot reported $83,306$180,583 Director$0 Similar name, revenue differs more than 10x, same state
MID STATE DEVELOPMENT CORPORATIONCANot reported $149,647$248,785 BOARD MEMBER$0 Similar name, revenue differs more than 10x, same state
CERTIFIED DEVELOPMENT CORPORATION OF SOUTH CAROLINASCS31 $569,341$451,180 CHAIRMAN$1,800 Similar name, revenue differs more than 10x
GEORGIA CERTIFIED DEVELOPMENT CORPORATIONGANot reported $961,112$1,075,213 Director$0 Similar name, revenue differs more than 10x
CALIFORNIA RENAISSANCE DEVELOPMENT CORPORATIONCAL21 $0$184,959 BOARD MEMBER; PRESIDENT$0 Similar name, same state

Who funds organizations like this

Grantors that funded the 15 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
MUFG UNION BANK FOUNDATION AG Private foundation$107,0003 12020–2022 CALIFORNIA CAPITAL FINANCIAL DEVELOPMENT CORPORATION
UMPQUA BANK CHARITABLE FOUNDATION Private foundation$84,0004 12020–2023 CALIFORNIA CAPITAL FINANCIAL DEVELOPMENT CORPORATION
THE CALIFORNIA ENDOWMENT Private foundation$69,0001 12013–2013 CALIFORNIA CAPITAL FINANCIAL DEVELOPMENT CORPORATION
JPMORGAN CHASE FOUNDATION Private foundation$50,0001 12013–2013 CALIFORNIA CAPITAL FINANCIAL DEVELOPMENT CORPORATION
CHARITIES AID FOUNDATION AMERICA DAF sponsor$25,0001 12024–2024 CALIFORNIA COASTAL RURAL DEVELOPMENT CORPORATION
SACRAMENTO REGION COMMUNITY FOUNDATION DAF sponsor$10,0521 12020–2020 CALIFORNIA CAPITAL FINANCIAL DEVELOPMENT CORPORATION
BANC OF CALIFORNIA CHARITABLE FOUNDATION Private foundation$10,0001 12024–2024 CALIFORNIA COASTAL RURAL DEVELOPMENT CORPORATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2023 · Form 990 · $10,977,613 spent · pay $7,981,322 · grants $68,226 · events $600,033
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $4,703,516$4,667,281$36,235- 42.8%
Pay: officers, directors, trustees, key employees $1,995,855$1,422,401$573,454- 18.2%
Other (as described)LENDING EXPENSES $762,875$757,804$5,071- 6.9%
Conferences, conventions and meetings $600,033$473,346$126,687- 5.5%
Other employee benefits $483,295$448,690$34,605- 4.4%
Payroll taxes $437,795$400,188$37,607- 4.0%
All other expenses $330,765$244,831$85,934- 3.0%
Information technology $279,335-$279,335- 2.5%
Pay: disqualified persons $211,590$211,590-- 1.9%
Advertising and promotion $197,013$197,013-- 1.8%
Occupancy $193,564-$193,564- 1.8%
Pension plan contributions $149,271$145,575$3,696- 1.4%
Insurance $113,096-$113,096- 1.0%
Office expenses $98,199-$98,199- 0.9%
Travel $86,853$86,853-- 0.8%
Fees: accounting $69,752-$69,752- 0.6%
Grants to US organizations and governments $68,226$68,226-- 0.6%
Fees: other services $62,894-$62,894- 0.6%
Depreciation and depletion $51,262-$51,262- 0.5%
Other (as described)DUES & SUBSCRIPTIONS $30,496-$30,496- 0.3%
Interest $26,605$26,605-- 0.2%
Fees: legal $25,323-$25,323- 0.2%
Total$10,977,613100%

View the filing

2022 · Form 990 · $9,566,322 spent · pay $7,196,990 · grants $83,425 · events $485,952
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $3,910,420$3,815,539$94,881- 40.9%
Pay: officers, directors, trustees, key employees $2,168,563$1,931,411$237,152- 22.7%
Conferences, conventions and meetings $485,952$348,403$137,549- 5.1%
Other (as described)LENDING EXPENSES $473,458$469,222$4,236- 4.9%
Other employee benefits $404,219$399,991$4,228- 4.2%
Payroll taxes $390,353$370,835$19,518- 4.1%
Information technology $266,043-$266,043- 2.8%
Advertising and promotion $228,793$228,793-- 2.4%
Pay: disqualified persons $205,178$205,178-- 2.1%
Occupancy $198,206$125,890$72,316- 2.1%
All other expenses $120,131$83,295$36,836- 1.3%
Pension plan contributions $118,257$113,929$4,328- 1.2%
Insurance $104,047-$104,047- 1.1%
Office expenses $84,805-$84,805- 0.9%
Grants to US organizations and governments $83,425$83,425-- 0.9%
Fees: other services $77,787$11,468$66,319- 0.8%
Depreciation and depletion $61,030-$61,030- 0.6%
Travel $56,116$7,725$48,391- 0.6%
Fees: accounting $50,175-$50,175- 0.5%
Other (as described)DUES & SUBSCRIPTIONS $28,381-$28,381- 0.3%
Interest $27,586$27,586-- 0.3%
Fees: legal $23,397-$23,397- 0.2%
Total$9,566,322100%

View the filing

2021 · Form 990 · $8,769,243 spent · pay $6,807,718 · grants $84,305 · events $130,573
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $3,258,053$3,213,287$44,766- 37.2%
Pay: officers, directors, trustees, key employees $2,266,609$2,090,509$176,100- 25.8%
Other employee benefits $421,186$403,478$17,708- 4.8%
Pay: disqualified persons $416,239$416,239-- 4.7%
Other (as described)LENDING EXPENSES $399,642$382,477$17,165- 4.6%
Payroll taxes $345,497$332,694$12,803- 3.9%
Other (as described)ENTERTAINMENT $281,206$281,206-- 3.2%
Occupancy $197,864$125,934$71,930- 2.3%
Information technology $184,731$1,196$183,535- 2.1%
Advertising and promotion $151,431$151,431-- 1.7%
Conferences, conventions and meetings $130,573$5,188$125,385- 1.5%
Office expenses $100,352-$100,352- 1.1%
Pension plan contributions $100,134$99,234$900- 1.1%
Insurance $87,300-$87,300- 1.0%
Fees: accounting $84,900-$84,900- 1.0%
Grants to US organizations and governments $84,305$84,305-- 1.0%
Travel $61,784-$61,784- 0.7%
Depreciation and depletion $50,866-$50,866- 0.6%
All other expenses $49,177$21,011$28,166- 0.6%
Fees: management $28,233-$28,233- 0.3%
Interest $28,041$28,041-- 0.3%
Other (as described)DUES & SUBSCRIPTIONS $24,673-$24,673- 0.3%
Fees: legal $16,447-$16,447- 0.2%
Total$8,769,243100%

View the filing

2020 · Form 990 · $7,869,145 spent · pay $5,862,437 · grants $89,201 · events $58,864
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $2,815,635$2,775,126$40,509- 35.8%
Pay: officers, directors, trustees, key employees $2,073,182$1,820,045$253,137- 26.3%
Other (as described)LENDING EXPENSES $342,755$315,477$27,278- 4.4%
Pay: disqualified persons $333,846$226,590$107,256- 4.2%
Other employee benefits $284,935$279,768$5,167- 3.6%
Payroll taxes $282,689$261,949$20,740- 3.6%
Advertising and promotion $257,934$257,934-- 3.3%
Occupancy $197,530$191,487$6,043- 2.5%
Other (as described)ENTERTAINMENT $145,405$145,405-- 1.8%
Information technology $123,759-$123,759- 1.6%
Interest $113,976$113,976-- 1.4%
Other (as described)BAD DEBT EXPENSE $110,289$110,289-- 1.4%
All other expenses $97,332$12,183$85,149- 1.2%
Fees: legal $95,423-$95,423- 1.2%
Fees: accounting $94,054-$94,054- 1.2%
Grants to US organizations and governments $89,201$89,201-- 1.1%
Pension plan contributions $72,150$68,851$3,299- 0.9%
Office expenses $68,798-$68,798- 0.9%
Insurance $64,663-$64,663- 0.8%
Conferences, conventions and meetings $58,864-$58,864- 0.7%
Depreciation and depletion $58,164-$58,164- 0.7%
Travel $48,161-$48,161- 0.6%
Other (as described)DUES & SUBSCRIPTIONS $40,400-$40,400- 0.5%
Total$7,869,145100%

View the filing

2019 · Form 990 · $6,449,237 spent · pay $4,430,937 · grants $478,051 · events $13,819
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,887,763$1,748,065$139,698- 29.3%
Pay: officers, directors, trustees, key employees $1,602,372$1,290,440$311,932- 24.8%
Grants to US organizations and governments $478,051$478,051-- 7.4%
Pay: disqualified persons $391,222$291,362$99,860- 6.1%
Other (as described)LENDING EXPENSES $390,702$390,702-- 6.1%
Other employee benefits $250,320$229,981$20,339- 3.9%
Payroll taxes $236,008$203,641$32,367- 3.7%
Occupancy $188,760-$188,760- 2.9%
Other (as described)ENTERTAINMENT $142,835$142,835-- 2.2%
Advertising and promotion $131,988$54,009$77,979- 2.0%
Information technology $92,875-$92,875- 1.4%
Interest $89,910$2,555$87,355- 1.4%
Fees: accounting $80,894-$80,894- 1.3%
Depreciation and depletion $66,634-$66,634- 1.0%
Office expenses $64,597-$64,597- 1.0%
Pension plan contributions $63,252$59,766$3,486- 1.0%
Insurance $60,438-$60,438- 0.9%
Travel $52,934-$52,934- 0.8%
Fees: legal $48,707$48,707-- 0.8%
All other expenses $43,459$8,650$34,809- 0.7%
Other (as described)DUES & SUBSCRIPTIONS $36,194-$36,194- 0.6%
Other (as described)REPAIRS & MAINTENANCE $21,622$21,622-- 0.3%
Fees: other services $13,881$13,881-- 0.2%
Conferences, conventions and meetings $13,819$13,819-- 0.2%
Total$6,449,237100%

View the filing

2018 · Form 990 · $5,490,000 spent · pay $4,059,232 · grants $39,005 · events $91,695
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,986,381$1,749,935$236,446- 36.2%
Pay: officers, directors, trustees, key employees $1,267,807$1,057,958$209,849- 23.1%
All other expenses $321,264-$321,264- 5.9%
Pay: disqualified persons $298,283$257,375$40,908- 5.4%
Other employee benefits $231,384$199,651$31,733- 4.2%
Payroll taxes $216,766$187,038$29,728- 3.9%
Other (as described)ENTERTAINMENT $156,869$156,869-- 2.9%
Fees: other services $143,960$143,960-- 2.6%
Information technology $111,562-$111,562- 2.0%
Conferences, conventions and meetings $91,695$71,224$20,471- 1.7%
Occupancy $89,897-$89,897- 1.6%
Travel $83,885-$83,885- 1.5%
Depreciation and depletion $78,518-$78,518- 1.4%
Fees: accounting $78,315-$78,315- 1.4%
Fees: legal $73,339$73,339-- 1.3%
Pension plan contributions $58,611$50,573$8,038- 1.1%
Insurance $51,704-$51,704- 0.9%
Office expenses $42,190-$42,190- 0.8%
Advertising and promotion $41,109-$41,109- 0.7%
Grants to US organizations and governments $39,005$39,005-- 0.7%
Other (as described)DUES AND SUBSCRIPTIONS $38,561-$38,561- 0.7%
Other (as described)ENVIRONMENTAL REPORT $14,925$14,925-- 0.3%
Interest $8,117$2,490$5,627- 0.1%
Other (as described)REDUCTION OF LOAN LOSS -$34,147-$34,147-- -0.6%
Total$5,490,000100%

View the filing

2017 · Form 990 · $4,781,111 spent · pay $3,532,835 · grants $39,411 · events $83,263
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $1,298,947$1,123,615$175,332- 27.2%
Other salaries and wages $1,222,848$921,805$301,043- 25.6%
Pay: disqualified persons $604,246$521,407$82,839- 12.6%
Fees: other services $232,625$232,625-- 4.9%
All other expenses $224,687-$224,687- 4.7%
Payroll taxes $195,607$160,398$35,209- 4.1%
Other employee benefits $174,445$142,914$31,531- 3.6%
Fees: legal $101,197$101,197-- 2.1%
Other (as described)ENTERTAINMENT $99,520$99,520-- 2.1%
Travel $89,269-$89,269- 1.9%
Depreciation and depletion $84,878-$84,878- 1.8%
Conferences, conventions and meetings $83,263$83,263-- 1.7%
Occupancy $79,133-$79,133- 1.7%
Fees: accounting $67,300-$67,300- 1.4%
Insurance $52,650-$52,650- 1.1%
Information technology $52,304-$52,304- 1.1%
Grants to US organizations and governments $39,411$39,411-- 0.8%
Pension plan contributions $36,742$26,787$9,955- 0.8%
Advertising and promotion $36,554-$36,554- 0.8%
Office expenses $35,820-$35,820- 0.7%
Other (as described)DUES AND SUBSCRIPTIONS $32,615-$32,615- 0.7%
Interest $19,168$19,168-- 0.4%
Other (as described)ENVIRONMENTAL REPORT $14,250$14,250-- 0.3%
Other (as described)REDUCTION OF LOAN LOSS -$96,368-$96,368-- -2.0%
Total$4,781,111100%

View the filing

2016 · Form 990 · $4,098,008 spent · pay $3,056,387 · grants $33,086 · events $73,843
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,427,314$1,427,314-- 34.8%
Pay: officers, directors, trustees, key employees $1,022,433$801,176$221,257- 24.9%
Pay: disqualified persons $253,954$154,078$99,876- 6.2%
All other expenses $189,031$82,634$106,397$0 4.6%
Fees: other services $172,471$172,471$0$0 4.2%
Payroll taxes $166,870-$166,870- 4.1%
Other employee benefits $104,440$104,440-- 2.5%
Depreciation and depletion $90,275-$90,275- 2.2%
Fees: legal $84,696$84,696-- 2.1%
Other (as described)Entertainment $83,308$83,308-- 2.0%
Pension plan contributions $81,376$81,376-- 2.0%
Conferences, conventions and meetings $73,843$73,843-- 1.8%
Travel $70,929-$70,929- 1.7%
Fees: accounting $70,360-$70,360- 1.7%
Occupancy $68,216-$68,216- 1.7%
Information technology $51,772-$51,772- 1.3%
Insurance $49,961-$49,961- 1.2%
Other (as described)Dues and subscriptions $35,715-$35,715- 0.9%
Grants to US organizations and governments $33,086$33,086-- 0.8%
Office expenses $30,345-$30,345- 0.7%
Advertising and promotion $30,176-$30,176- 0.7%
Other (as described)Environmental Reports $17,575$17,575-- 0.4%
Interest $1,512$1,512-- 0.0%
Other (as described)Reduction of Loan Loss Reserve -$111,650-$111,650-- -2.7%
Total$4,098,008100%

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2015 · Form 990 · $3,713,006 spent · pay $2,817,880 · grants $43,998 · events $68,340
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,087,585$1,087,585-$0 29.3%
Pay: officers, directors, trustees, key employees $929,341$929,341$0$0 25.0%
Pay: disqualified persons $276,255$276,255$0$0 7.4%
Other employee benefits $211,048$211,048-$0 5.7%
All other expenses $204,965$204,965$0$0 5.5%
Pension plan contributions $165,165$165,165-$0 4.4%
Payroll taxes $148,486-$148,486$0 4.0%
Fees: other services $116,464$116,464$0$0 3.1%
Fees: legal $87,724$87,724-- 2.4%
Depreciation and depletion $86,969-$86,969$0 2.3%
Conferences, conventions and meetings $68,340$68,340$0$0 1.8%
Fees: accounting $64,850-$64,850- 1.7%
Travel $60,112-$60,112- 1.6%
Office expenses $58,401-$58,401$0 1.6%
Other (as described)Entertainment $56,755$56,755$0$0 1.5%
Insurance $50,649-$50,649$0 1.4%
Information technology $49,421-$49,421$0 1.3%
Grants to US organizations and governments $43,998$43,998-- 1.2%
Other (as described)Dues and subscriptions $36,189-$36,189$0 1.0%
Advertising and promotion $32,331-$32,331$0 0.9%
Other (as described)Environmental Reports $13,061$13,061$0$0 0.4%
Occupancy $12,502-$12,502$0 0.3%
Interest $2,395$2,395$0$0 0.1%
Other (as described)Reduction of Loan Loss Reserve -$150,000-$150,000$0$0 -4.0%
Total$3,713,006100%

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2014 · Form 990 · $3,250,911 spent · pay $2,459,210 · grants $38,588 · events $67,178
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $1,137,458$653,880$483,578- 35.0%
Other salaries and wages $708,927$708,927-- 21.8%
Pay: disqualified persons $395,354$395,354-- 12.2%
All other expenses $180,342$72,979$107,363$0 5.5%
Payroll taxes $120,102-$120,102- 3.7%
Fees: legal $107,862$107,862-- 3.3%
Depreciation and depletion $93,443-$93,443- 2.9%
Other employee benefits $69,435$69,435-- 2.1%
Conferences, conventions and meetings $67,178$67,178-- 2.1%
Fees: accounting $67,100-$67,100- 2.1%
Fees: other services $63,589$63,589$0$0 2.0%
Travel $56,978-$56,978- 1.8%
Office expenses $54,024-$54,024- 1.7%
Other (as described)Entertainment $47,775$47,775-- 1.5%
Advertising and promotion $47,252-$47,252- 1.5%
Insurance $38,799-$38,799- 1.2%
Grants to US organizations and governments $38,588$38,588-- 1.2%
Information technology $33,185-$33,185- 1.0%
Other (as described)Dues and subscriptions $31,372-$31,372- 1.0%
Pension plan contributions $27,934$27,934-- 0.9%
Other (as described)Environmental Reports $25,708$25,708-- 0.8%
Occupancy $9,693-$9,693- 0.3%
Interest $7,548$7,548-- 0.2%
Other (as described)Reduction of Loan Loss Reserve -$178,735-$178,735-- -5.5%
Total$3,250,911100%

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2013 · Form 990 · $3,657,639 spent · pay $2,918,639 · grants $63,230 · events $67,556
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,715,241$1,715,241-- 46.9%
Pay: officers, directors, trustees, key employees $402,167$402,167-- 11.0%
Other employee benefits $286,611$286,611-- 7.8%
Pay: disqualified persons $281,553$281,553-- 7.7%
Other (as described)BAD DEBTS $175,083$175,083-- 4.8%
Payroll taxes $161,414-$161,414- 4.4%
Fees: legal $108,272$108,272-- 3.0%
Occupancy $106,228-$106,228- 2.9%
Depreciation and depletion $103,683-$103,683- 2.8%
Fees: other services $100,846$100,846$0$0 2.8%
Travel $99,137$99,137-- 2.7%
Fees: accounting $73,550-$73,550- 2.0%
Pension plan contributions $71,653$71,653-- 2.0%
Office expenses $70,143$668$69,475- 1.9%
Conferences, conventions and meetings $67,556$67,556-- 1.8%
All other expenses $63,942$63,942$0$0 1.7%
Grants to US organizations and governments $63,230$63,230-- 1.7%
Other (as described)ENTERTAINMENT $59,612$59,612-- 1.6%
Other (as described)DUES AND SUBSCRIPTIONS $50,404-$50,404- 1.4%
Advertising and promotion $42,141$7,565$34,576- 1.2%
Insurance $31,087-$31,087- 0.8%
Information technology $29,369-$29,369- 0.8%
Interest $20,550$20,550-- 0.6%
Other (as described)REDUCTION OF LOAN LOSS RESERVE -$525,833-$525,833-- -14.4%
Total$3,657,639100%

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2012 · Form 990 · $3,957,165 spent · pay $2,838,750 · grants $59,673 · events $70,157
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,935,194$1,935,194-- 48.9%
Pay: officers, directors, trustees, key employees $411,788$411,788-- 10.4%
Other employee benefits $224,180$224,180-- 5.7%
Fees: other services $163,455$163,455$0$0 4.1%
Payroll taxes $153,342-$153,342- 3.9%
Fees: legal $142,204$142,204-- 3.6%
Pension plan contributions $114,246$114,246-- 2.9%
Occupancy $107,244-$107,244- 2.7%
Travel $95,142$95,142-- 2.4%
Office expenses $88,511$735$87,776- 2.2%
Depreciation and depletion $79,553-$79,553- 2.0%
Conferences, conventions and meetings $70,157$70,157-- 1.8%
Advertising and promotion $62,517$42,430$20,087- 1.6%
Fees: accounting $62,421-$62,421- 1.6%
Grants to US organizations and governments $59,673$59,673-- 1.5%
Information technology $42,861-$42,861- 1.1%
Other (as described)DUES AND SUBSCRIPTIONS $37,748-$37,748- 1.0%
Insurance $28,148-$28,148- 0.7%
Other (as described)ENVIRONMENTAL REPORTS $25,660$25,660-- 0.6%
Other (as described)ENTERTAINMENT $20,486$20,486-- 0.5%
All other expenses $18,945$18,945$0$0 0.5%
Interest $8,289$8,289-- 0.2%
Other (as described)EDUCATION AND TRAINING $5,401$5,401-- 0.1%
Total$3,957,165100%

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2011 · Form 990 · $2,964,749 spent · pay $2,217,406 · grants $28,314 · events $49,621
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,211,568$1,211,568-- 40.9%
Pay: officers, directors, trustees, key employees $448,010$439,430$8,580- 15.1%
Other employee benefits $373,876$373,876-- 12.6%
Payroll taxes $120,142-$120,142- 4.1%
Depreciation and depletion $86,603-$86,603- 2.9%
Fees: accounting $74,640-$74,640- 2.5%
Fees: legal $71,887$71,887-- 2.4%
Office expenses $68,527-$68,527- 2.3%
Pension plan contributions $63,810$63,810-- 2.2%
Travel $59,888$59,888-- 2.0%
Conferences, conventions and meetings $49,621$49,621-- 1.7%
Occupancy $47,363$15,710$31,653- 1.6%
Information technology $44,998-$44,998- 1.5%
Other (as described)DUES AND SUBSCRIPTIONS $43,903-$43,903- 1.5%
Advertising and promotion $41,219$41,219-- 1.4%
Fees: other services $36,059$36,059-- 1.2%
Grants to US organizations and governments $28,314$28,314-- 1.0%
Insurance $27,356-$27,356- 0.9%
Interest $17,893$17,893-- 0.6%
Other (as described)ENTERTAINMENT $17,107$12,366$4,741- 0.6%
All other expenses $15,265$0$15,265$0 0.5%
Other (as described)ENVIRONMENTAL REPORTS $11,213-$11,213- 0.4%
Other (as described)EDUCATION AND TRAINING $5,487-$5,487- 0.2%
Total$2,964,749100%

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