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CDCLI INVESTS IN THE HOUSING AND ECONOMIC ASPIRATIONS OF INDIVIDUALS AND FAMILIES BY PROVIDING SOLUTIONS THAT FOSTER AND MAINTAIN VIBRANT, EGUITABLE, AND SUSTAINABLE COMMUNITIES.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$27.2M
Program Spending
88%
of total expenses go to program services
Total Contributions
$2M
Total Expenses
▼$26.5M
Total Assets
$29.5M
Total Liabilities
▼$12M
Net Assets
$17.5M
Officer Compensation
→$1.3M
Other Salaries
$7.6M
Investment Income
$155K
Fundraising
▼$14.9K
Tax Year 2024 · Source: IRS Form 990, Schedule I (Grants and Other Assistance)
Total grants awarded: $245K
| Recipient | Location | Amount | Type | Purpose |
|---|---|---|---|---|
CDCLI FUNDING CORPORATION11-3418906 | MELVILLE, NY | $245K | Cash | RESIDENTIAL LOAN PRODUCTS FINANCING |
| Total | $245K | |||
MELVILLE, NY
$245K
Source: USAspending.gov · Searched by organization name
Total Federal Funding
$1.5M
Awards Found
10
| Awarding Agency | Description | Amount | Fiscal Year | Period | Link |
|---|---|---|---|---|---|
| Small Business Administration | MICROLOAN TECHNICAL ASSISTANCE PROGRAM | $776.1K | FY2009 | Jan 2009 – Dec 2010 | Open → |
| Department of Housing and Urban Development | RESIDENT OPPORTUNITY AND SUPPORTIVE SERVICES - SERVICE COORDINATORS | $221K | FY2018 | Apr 2018 – Apr 2021 | Open → |
| Department of Housing and Urban Development | JOBS-PLUS PILOT INITIATIVE | $195.8K | FY2021 | Jun 2021 – May 2024 | Open → |
| Small Business Administration | MICROLOAN PROGRAM | $136.2K | FY2012 | Jul 2012 – Jun 2013 | Open → |
| Small Business Administration | MICROLOAN TECHNICAL ASSISTANCE PROGRAM | $83.5K | FY2013 | Jul 2013 – Jun 2014 | Open → |
| Department of Housing and Urban Development | COMPREHENSIVE HSG | $43.6K | FY2009 | Oct 2008 – Aug 2009 | Open → |
| Department of Housing and Urban Development | HOUSING COUNSELING | $27.4K | FY2012 | Apr 2012 – Mar 2013 | Open → |
| Department of Housing and Urban Development | HSNG COUNSEL ASSIST GRANTS | $23.5K | FY2010 | Nov 2009 – Nov 2009 | Open → |
| Department of Housing and Urban Development | HOUSING COUNSELING ASSISTANCE PROGRAM | $16.2K | FY2012 | Oct 2011 – Mar 2013 | Open → |
| Small Business Administration | MICROLOAN - RECOVERY ACT | $0 | FY2010 | Jan 2010 – Sep 2012 | Open → |
Small Business Administration
$776.1K
MICROLOAN TECHNICAL ASSISTANCE PROGRAM
Department of Housing and Urban Development
$221K
RESIDENT OPPORTUNITY AND SUPPORTIVE SERVICES - SERVICE COORDINATORS
Department of Housing and Urban Development
$195.8K
JOBS-PLUS PILOT INITIATIVE
Small Business Administration
$83.5K
MICROLOAN TECHNICAL ASSISTANCE PROGRAM
Department of Housing and Urban Development
$23.5K
HSNG COUNSEL ASSIST GRANTS
Department of Housing and Urban Development
$16.2K
HOUSING COUNSELING ASSISTANCE PROGRAM
Source: Federal Audit Clearinghouse (fac.gov)
Total Audits
11
Clean Audits
8
Material Weakness
Yes
Noncompliance Issues
Yes
| Year | Status | Financial Report | Federal Expenditure | Low Risk | Accepted |
|---|---|---|---|---|---|
| 2025 | Clean | Unmodified (Clean) | $14.4M | Yes | 2026-07-16 |
| 2024 | Clean | Unmodified (Clean) | $14.4M | Yes | 2025-07-23 |
| 2023 | Clean | Unmodified (Clean) | $12.9M | No | 2024-07-18 |
| 2022 | Clean | Unmodified (Clean) | $15.1M | No | 2023-09-10 |
| 2021 | Material Weakness | Unmodified (Clean) | $13.9M | No | 2022-11-15 |
| 2020 | Material Weakness | Unmodified (Clean) | $9.5M | No | 2022-11-03 |
| 2019 | Material Weakness | Unmodified (Clean) | $13.7M | Yes | 2020-09-03 |
| 2018 | Clean | Unmodified (Clean) | $91.5M | Yes | 2019-07-08 |
| 2017 | Clean | Unmodified (Clean) | $89.1M | Yes | 2018-04-26 |
| 2017 | Clean | Unmodified (Clean) | $15.6M | Yes | 2018-09-26 |
| 2016 | Clean | Unmodified (Clean) | $80.3M | Yes | 2017-04-25 |
Financial Report
Unmodified (Clean)
Federal Expenditure
$14.4M
Financial Report
Unmodified (Clean)
Federal Expenditure
$14.4M
Financial Report
Unmodified (Clean)
Federal Expenditure
$12.9M
Financial Report
Unmodified (Clean)
Federal Expenditure
$15.1M
Financial Report
Unmodified (Clean)
Federal Expenditure
$13.9M
Financial Report
Unmodified (Clean)
Federal Expenditure
$9.5M
Financial Report
Unmodified (Clean)
Federal Expenditure
$13.7M
Financial Report
Unmodified (Clean)
Federal Expenditure
$91.5M
Financial Report
Unmodified (Clean)
Federal Expenditure
$89.1M
Financial Report
Unmodified (Clean)
Federal Expenditure
$15.6M
Financial Report
Unmodified (Clean)
Federal Expenditure
$80.3M
Tax Year 2024 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $27.2M | $2M | $26.5M | $29.5M | $17.5M |
| 2023IRS e-File | $25.1M | $609.2K | $25.2M | $25.9M | $16.8M |
| 2022 | $21.9M | $1.1M | $22.2M | $18.8M | $16.8M |
| 2021 | $19.9M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Federal grants: USAspending.gov (live)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Gwen O'Shea | President/ceo | 36 | $400.4K | $0 | $43.1K | $443.5K |
| Alan Heitner | Cfo/treasurer (until August 2024) | 36 | $168.2K | $0 | $10.1K | $178.3K |
| Allison Norris | Executive Secretary | 38 | $83.3K | $0 | $12.4K | $95.7K |
| Ann-Marie Scheidt | Board Member/vice Chair | 1 | $0 | $0 | $0 | $0 |
| Marian Conway | Board Member/treasurer (beg Sep 2024) | 1 | $0 | $0 | $0 | $0 |
| Brian Clarke | Board Member/chair | 1 | $0 | $0 | $0 | $0 |
Gwen O'Shea
President/ceo
$443.5K
Hrs/Wk
36
Compensation
$400.4K
Related Orgs
$0
Other
$43.1K
Alan Heitner
Cfo/treasurer (until August 2024)
$178.3K
Hrs/Wk
36
Compensation
$168.2K
Related Orgs
$0
Other
$10.1K
Allison Norris
Executive Secretary
$95.7K
Hrs/Wk
38
Compensation
$83.3K
Related Orgs
$0
Other
$12.4K
Ann-Marie Scheidt
Board Member/vice Chair
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Marian Conway
Board Member/treasurer (beg Sep 2024)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Brian Clarke
Board Member/chair
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Natalie Wright | Cso | 40 | $220K | $0 | $17.6K | $237.6K |
| Jeanmarie Buffett | SVP Housing Development And Planning | 40 | $160.2K | $0 | $12.8K | $173K |
| Heather Carroll | SVP People & Culture | 40 | $159.8K | $0 |
Natalie Wright
Cso
$237.6K
Hrs/Wk
40
Compensation
$220K
Related Orgs
$0
Other
$17.6K
Jeanmarie Buffett
SVP Housing Development And Planning
$173K
Hrs/Wk
40
Compensation
$160.2K
Related Orgs
$0
Other
$12.8K
Heather Carroll
SVP People & Culture
$171.9K
Hrs/Wk
40
Compensation
$159.8K
Related Orgs
$0
Other
$12.1K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Adrian Fassett | Board Member | 1 | $0 | $0 | $0 | $0 |
| David Calone | Board Member | 1 | $0 | $0 | $0 | $0 |
| Evlyn Tsimis | Board Member | 1 | $0 | $0 | $0 | $0 |
| James Coughlan | Board Member | 1 | $0 | $0 | $0 | $0 |
| Jan Burman | Board Member | 1 | $0 | $0 | $0 | $0 |
| Keith Novitz | Board Member |
Adrian Fassett
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
David Calone
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Evlyn Tsimis
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
| $766K |
| $20.3M |
| $19.9M |
| $17.2M |
| 2020 | $17.2M | $1.4M | $17.1M | $19.6M | $17.6M |
| 2019 | $18.2M | $1.5M | $17.3M | $19.4M | $15.9M |
| 2018 | $98M | $1.1M | $97.4M | $17.9M | $15.1M |
| 2017 | $94.4M | $3.7M | $93.5M | $17.6M | $14.5M |
| 2016 | $85.8M | $4.4M | $84.6M | $17M | $13.5M |
| 2015 | $70.8M | $4.4M | $70.1M | $15.7M | $12.3M |
| 2014 | $69.6M | $4.2M | $68.7M | $14.6M | $11.6M |
| 2013 | $72.7M | $6.1M | $71.6M | $15.8M | $10.7M |
| 2012 | $77.2M | $5M | $76M | $14.3M | $9.6M |
| 2011 | $70.8M | $5.1M | $69.8M | $15.2M | $8.5M |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
| $12.1K |
| $171.9K |
| Jonathan Recinos | Vice President/controller | 40 | $131.8K | $0 | $29.1K | $160.8K |
| William Achnitz | Vice President Home Improvement And Optimization | 40 | $125.2K | $0 | $27.5K | $152.7K |
| Raphael Jean-Francois | Loan Manager | 40 | $117.2K | $0 | $19.4K | $136.7K |
| Rachel Seiler | Vice President Resident Services | 40 | $109.1K | $0 | $26.9K | $136K |
| Tricia Gleaton | Vice President Home Ownership Center | 40 | $117.2K | $0 | $12.5K | $129.7K |
Jonathan Recinos
Vice President/controller
$160.8K
Hrs/Wk
40
Compensation
$131.8K
Related Orgs
$0
Other
$29.1K
William Achnitz
Vice President Home Improvement And Optimization
$152.7K
Hrs/Wk
40
Compensation
$125.2K
Related Orgs
$0
Other
$27.5K
Raphael Jean-Francois
Loan Manager
$136.7K
Hrs/Wk
40
Compensation
$117.2K
Related Orgs
$0
Other
$19.4K
Rachel Seiler
Vice President Resident Services
$136K
Hrs/Wk
40
Compensation
$109.1K
Related Orgs
$0
Other
$26.9K
Tricia Gleaton
Vice President Home Ownership Center
$129.7K
Hrs/Wk
40
Compensation
$117.2K
Related Orgs
$0
Other
$12.5K
| 1 |
| $0 |
| $0 |
| $0 |
| $0 |
| Rashid Walker | Board Member | 1 | $0 | $0 | $0 | $0 |
| Richard Guardino | Board Member | 1 | $0 | $0 | $0 | $0 |
| Richard Roberts | Board Member | 1 | $0 | $0 | $0 | $0 |
| Theresa Sanders | Board Member | 1 | $0 | $0 | $0 | $0 |
| Thomas Killeen | Board Member | 1 | $0 | $0 | $0 | $0 |
James Coughlan
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Jan Burman
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Keith Novitz
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Rashid Walker
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Richard Guardino
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Richard Roberts
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Theresa Sanders
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Thomas Killeen
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0