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Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$35.7M
Total Contributions
$15M
Total Expenses
▼$32.8M
Total Assets
$190M
Total Liabilities
▼$111.8M
Net Assets
$78.2M
Officer Compensation
→$2.7M
Other Salaries
$8.4M
Investment Income
$0
Fundraising
▼N/A
Tax Year 2024 · Source: IRS e-Filed Form 990
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|---|---|---|---|---|
| Jennifer Anderson | Chief Admin Officer Thru 3/24 | 40 | $454K | $0 | $42.6K |
| Keith Rachey | EVP Chief Impact Officer Thru 6/23 | 40 | $415.4K | $0 | $35K |
| Matthew Roth | CEO & President As Of 3/23 | 40 | $298.6K | $0 | $9,025 |
| Jennifer Novak | SVP Cdfi Lending Programs | 40 | $247.4K | $0 | $49.4K |
| Paul Tremewan | SVP & Chief Financial Officer | 40 | $220.4K | $0 | $26K |
| Charity Vickers | SVP & Chief People Officer | 40 | $215K | $0 | $40.3K |
Jennifer Anderson
Chief Admin Officer Thru 3/24
$454K
Hrs/Wk
40
Related
$0
Other
$42.6K
Keith Rachey
EVP Chief Impact Officer Thru 6/23
$415.4K
Hrs/Wk
40
Related
$0
Other
$35K
Matthew Roth
CEO & President As Of 3/23
$298.6K
Hrs/Wk
40
Related
$0
Other
$9,025
Jennifer Novak
SVP Cdfi Lending Programs
$247.4K
Hrs/Wk
40
Related
$0
Other
$49.4K
Paul Tremewan
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|---|---|---|---|---|
| Jennifer Ericson | VP Of Lending | 40 | $218.8K | $0 | $37.1K |
| Sandra Delancy | Senior Director Of Edma | 40 | $185.9K | $0 | $43.9K |
| Tasha Parker | VP Business Operations | 40 | $183.1K | $0 | $43.6K |
| Erik O'Leary | Principal Architect | 40 | $182K | $0 | $46.2K |
| Anna Burgett | Senior Associate General Counsel | 40 | $177.5K |
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|---|---|---|---|---|
| Bill Krugler | Trustee | 1 | $0 | $0 | $0 |
| Calvin Holmes | Trustee As Of 10/23 | 1 | $0 | $0 | $0 |
| Chrystel Cornelius | Trustee | 1 | $0 | $0 | $0 |
| David Adame | Trustee Thru 10/23 | 1 | $0 | $0 | $0 |
| Gavin Borowiak | Trustee | 1 | $0 | $0 |
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: SOUNK
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
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| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023IRS e-File | $35.7M | $15M | $32.8M | $190M | $78.2M |
| 2022 | $38.4M | $13.3M | $32.9M | $166.4M | $65.8M |
| 2021 | $69.2M | $28.9M | $46.7M | $307.7M | $44.9M |
| 2020 | $53.1M | $17.1M | $32.9M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Patrick Davis | SVP Platform & Tech Services | 40 | $212.5K | $0 | $23.3K |
| Eric Chapin | SVP General Counsel | 40 | $211.2K | $0 | $47.6K |
| Frank Altman | CEO Thru 7/23 | 40 | $210K | $0 | $16.8K |
| Kinfe Argaw | SVP Chief Credit Officer | 40 | $179.7K | $0 | $46K |
| Simon Mcneil | SVP & COO Thru 6/23 | 40 | $177.1K | $0 | $19.1K |
| Katelyn Bednarski | SVP Chief Of Staff | 40 | $170.9K | $0 | $45.7K |
| Alexis Dishman | SVP Chief Lend. Officer As Of 7/23 | 40 | $85.9K | $0 | $12.9K |
| Judith Jandro | SVP Small Bus. Lending Thru 2/23 | 40 | $62.7K | $0 | $8,437 |
| Brandon Dixon | SVP Chief Credit Officer Thru 2/23 | 40 | $39.2K | $0 | $8,194 |
| Daniel Spiller | Chair | 1 | $0 | $0 | $0 |
| Steve Kent | Treasurer | 1 | $0 | $0 | $0 |
| Laura Trudeau | Secretary | 1 | $0 | $0 | $0 |
SVP & Chief Financial Officer
$220.4K
Hrs/Wk
40
Related
$0
Other
$26K
Charity Vickers
SVP & Chief People Officer
$215K
Hrs/Wk
40
Related
$0
Other
$40.3K
Patrick Davis
SVP Platform & Tech Services
$212.5K
Hrs/Wk
40
Related
$0
Other
$23.3K
Eric Chapin
SVP General Counsel
$211.2K
Hrs/Wk
40
Related
$0
Other
$47.6K
Frank Altman
CEO Thru 7/23
$210K
Hrs/Wk
40
Related
$0
Other
$16.8K
Kinfe Argaw
SVP Chief Credit Officer
$179.7K
Hrs/Wk
40
Related
$0
Other
$46K
Simon Mcneil
SVP & COO Thru 6/23
$177.1K
Hrs/Wk
40
Related
$0
Other
$19.1K
Katelyn Bednarski
SVP Chief Of Staff
$170.9K
Hrs/Wk
40
Related
$0
Other
$45.7K
Alexis Dishman
SVP Chief Lend. Officer As Of 7/23
$85.9K
Hrs/Wk
40
Related
$0
Other
$12.9K
Judith Jandro
SVP Small Bus. Lending Thru 2/23
$62.7K
Hrs/Wk
40
Related
$0
Other
$8,437
Brandon Dixon
SVP Chief Credit Officer Thru 2/23
$39.2K
Hrs/Wk
40
Related
$0
Other
$8,194
Daniel Spiller
Chair
$0
Hrs/Wk
1
Related
$0
Other
$0
Steve Kent
Treasurer
$0
Hrs/Wk
1
Related
$0
Other
$0
Laura Trudeau
Secretary
$0
Hrs/Wk
1
Related
$0
Other
$0
| $0 |
| $45.9K |
Jennifer Ericson
VP Of Lending
$218.8K
Hrs/Wk
40
Related
$0
Other
$37.1K
Sandra Delancy
Senior Director Of Edma
$185.9K
Hrs/Wk
40
Related
$0
Other
$43.9K
Tasha Parker
VP Business Operations
$183.1K
Hrs/Wk
40
Related
$0
Other
$43.6K
Erik O'Leary
Principal Architect
$182K
Hrs/Wk
40
Related
$0
Other
$46.2K
Anna Burgett
Senior Associate General Counsel
$177.5K
Hrs/Wk
40
Related
$0
Other
$45.9K
| $0 |
| Jacqueline Woods | Trustee Thru 6/24 | 1 | $0 | $0 | $0 |
| Jeanine Jacokes | Trustee | 1 | $0 | $0 | $0 |
| Jie Wang | Trustee As Of 6/24 | 1 | $0 | $0 | $0 |
| Kathy Rock | Trustee | 1 | $0 | $0 | $0 |
| Luther Ragin Jr | Trustee | 1 | $0 | $0 | $0 |
| Reza Aghamirzadeh | Trustee | 1 | $0 | $0 | $0 |
| Ruben Alonso | Trustee | 1 | $0 | $0 | $0 |
| Tony Brown | Trustee | 1 | $0 | $0 | $0 |
| Willie Logan | Trustee Thru 1/24 | 1 | $0 | $0 | $0 |
Bill Krugler
Trustee
$0
Hrs/Wk
1
Related
$0
Other
$0
Calvin Holmes
Trustee As Of 10/23
$0
Hrs/Wk
1
Related
$0
Other
$0
Chrystel Cornelius
Trustee
$0
Hrs/Wk
1
Related
$0
Other
$0
David Adame
Trustee Thru 10/23
$0
Hrs/Wk
1
Related
$0
Other
$0
Gavin Borowiak
Trustee
$0
Hrs/Wk
1
Related
$0
Other
$0
Jacqueline Woods
Trustee Thru 6/24
$0
Hrs/Wk
1
Related
$0
Other
$0
Jeanine Jacokes
Trustee
$0
Hrs/Wk
1
Related
$0
Other
$0
Jie Wang
Trustee As Of 6/24
$0
Hrs/Wk
1
Related
$0
Other
$0
Kathy Rock
Trustee
$0
Hrs/Wk
1
Related
$0
Other
$0
Luther Ragin Jr
Trustee
$0
Hrs/Wk
1
Related
$0
Other
$0
Reza Aghamirzadeh
Trustee
$0
Hrs/Wk
1
Related
$0
Other
$0
Ruben Alonso
Trustee
$0
Hrs/Wk
1
Related
$0
Other
$0
Tony Brown
Trustee
$0
Hrs/Wk
1
Related
$0
Other
$0
Willie Logan
Trustee Thru 1/24
$0
Hrs/Wk
1
Related
$0
Other
$0
| $272.4M |
| $22.2M |
| 2019 | $23.4M | $4.4M | $21.4M | $121.3M | $3M |
| 2018 | $21.6M | $5.2M | $22.6M | $150.9M | $2.6M |
| 2017 | $24.9M | $4.2M | $24.8M | $159.2M | $3.7M |
| 2016 | $26.2M | $5.3M | $25.5M | $180.6M | $4.9M |
| 2015 | $23.8M | $4.1M | $23.5M | $195.6M | -$686.3K |
| 2014 | $27.1M | $6.3M | $26.7M | $217.3M | -$173.5K |
| 2013 | $28.1M | $3.3M | $33.6M | $260.8M | -$6.1M |
| 2012 | $27.8M | $708.3K | $25.2M | $290M | -$2.3M |
| 2011 | $30M | $1.4M | $34.7M | $307M | -$5.2M |
| 2021 | 990 | ✅ | PDF not yet published by IRS |
| 2020 | 990 | ✅ |
| 2019 | 990 | ✅ |
| 2018 | 990 | ✅ |
| 2017 | 990 | ✅ |
| 2016 | 990 | ✅ |
| 2015 | 990 | ✅ |
| 2014 | 990 | ✅ |
| 2013 | 990 | ✅ |
| 2012 | 990 | ✅ |
| 2011 | 990 | ✅ |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |