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Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$1.1B
Total Contributions
$0
Total Expenses
▼$970.9M
Total Assets
$17.8B
Total Liabilities
▼$16.4B
Net Assets
$1.5B
Officer Compensation
→$3.5M
Other Salaries
$176.8M
Investment Income
$172.6M
Fundraising
▼N/A
Source: USAspending.gov · Searched by organization name
Total Federal Funding
$4.8M
Awards Found
4
| Awarding Agency | Description | Amount | Fiscal Year | Period | Link |
|---|---|---|---|---|---|
| Department of the Treasury | CDFI RAPID RESPONSE PROGRAM AWARD | $1.8M | FY2021 | Jun 2021 – Dec 2023 | Open → |
| Department of the Treasury | FINANCIAL ASSISTANCE AWARD | $1.4M | — | — – — | Open → |
| Department of the Treasury | FINANCIAL ASSISTANCE AWARD | $950K | — | — – — | Open → |
| Department of the Treasury | FINANCIAL ASSISTANCE AWARD | $657K | FY2020 | Sep 2020 – Jul 2024 | Open → |
Source: Federal Audit Clearinghouse (fac.gov)
Total Audits
1
Clean Audits
1
Material Weakness
No
Noncompliance Issues
No
| Year | Status | Financial Report | Federal Expenditure | Low Risk | Accepted |
|---|---|---|---|---|---|
| 2021 | Clean | Unmodified (Clean) | $3M | No | 2022-04-07 |
Financial Report
Unmodified (Clean)
Federal Expenditure
$3M
Tax Year 2024 · Source: IRS e-Filed Form 990
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: Not confirmed
990-N (e-Postcard) Filing History
This organization files simplified Form 990-N (annual gross receipts ≤ $50,000).
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $1.1B | $0 | $970.9M | $17.8B | $1.5B |
| 2023 | $876.9M | $0 | $742.3M | $17.4B | $1.3B |
| 2021 | $553.6M | $3M | $384.9M | $14.9B | $1.2B |
| 2020 | $543.6M | $0 | $454.8M |
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 | IRS 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
| Total |
|---|
| Kevin Johnson | President/ceo | 49 | $935.8K | $0 | $51.5K | $987.3K |
| Darlene Johnson | EVP Chief Strategy & Transformation Officer | 49 | $549.3K | $0 | $51.5K | $600.8K |
| Melva Mckay-Bass | SVP Chief Bus Dev Officer | 50 | $367.6K | $0 | $60.2K | $427.8K |
| Jacqulyne Gilbert | SVP Cro | 50 | $399.6K | $0 | $27K | $426.6K |
| Michael Parks | SVP CIO | 50 | $374.6K | $0 | $51.7K | $426.3K |
| Ben Lemoine | CFO | 50 | $384.3K | $0 | $32.6K | $417K |
| Julie A Renderos | Evp/cfo | 50 | $145.4K | $0 | $9,070 | $154.5K |
Kevin Johnson
President/ceo
$987.3K
Hrs/Wk
49
Compensation
$935.8K
Related Orgs
$0
Other
$51.5K
Darlene Johnson
EVP Chief Strategy & Transformation Officer
$600.8K
Hrs/Wk
49
Compensation
$549.3K
Related Orgs
$0
Other
$51.5K
Melva Mckay-Bass
SVP Chief Bus Dev Officer
$427.8K
Hrs/Wk
50
Compensation
$367.6K
Related Orgs
$0
Other
$60.2K
Jacqulyne Gilbert
SVP Cro
$426.6K
Hrs/Wk
50
Compensation
$399.6K
Related Orgs
$0
Other
$27K
Michael Parks
SVP CIO
$426.3K
Hrs/Wk
50
Compensation
$374.6K
Related Orgs
$0
Other
$51.7K
Ben Lemoine
CFO
$417K
Hrs/Wk
50
Compensation
$384.3K
Related Orgs
$0
Other
$32.6K
Julie A Renderos
Evp/cfo
$154.5K
Hrs/Wk
50
Compensation
$145.4K
Related Orgs
$0
Other
$9,070
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Donald Burt | Senior Wealth Advisor | 50 | $429.7K | $0 | $46K | $475.8K |
| Roy Echols | VP Wealth Management | 40 | $410.7K | $0 | $46.5K | $457.2K |
| Hossam Nasser | Wealth Advisor | 40 | $378.2K | $0 | $52.8K | $431K |
| Kimberly Manley | SVP Marketing & Digital Strategy | 40 | $351.6K | $0 | $48.9K | $400.5K |
| Jennifer Bolivar | SVP Market Development & Lending | 40 | $348.6K | $0 | $39.8K | $388.4K |
Donald Burt
Senior Wealth Advisor
$475.8K
Hrs/Wk
50
Compensation
$429.7K
Related Orgs
$0
Other
$46K
Roy Echols
VP Wealth Management
$457.2K
Hrs/Wk
40
Compensation
$410.7K
Related Orgs
$0
Other
$46.5K
Hossam Nasser
Wealth Advisor
$431K
Hrs/Wk
40
Compensation
$378.2K
Related Orgs
$0
Other
$52.8K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Andrea Falvey | Treasurer Of The Board | 2 | $702 | $0 | $0 | $702 |
| Brando Fetzek | Director | 2 | $3,196 | $0 | $0 | $3,196 |
| Gary C Gresham | Chair Of The Board | 2 | $0 | $0 | $0 | $0 |
| Jounice Nealy-Brown | Vice Chair Of The Board | 2 | $1,137 | $0 | $0 | $1,137 |
| Lorraine Fernandez | Director | 2 | $3,729 | $0 | $0 | $3,729 |
| Manuel Lopez |
Andrea Falvey
Treasurer Of The Board
$702
Hrs/Wk
2
Compensation
$702
Related Orgs
$0
Other
$0
Brando Fetzek
Director
$3,196
Hrs/Wk
2
Compensation
$3,196
Related Orgs
$0
Other
$0
Gary C Gresham
Chair Of The Board
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
| $12.3B |
| $1.1B |
| 2019 | $521M | $0 | $406.4M | $10.5B | $988M |
| 2018 | $444.9M | $0 | $344M | $9.3B | $857.4M |
| 2017 | $380.6M | $0 | $307.5M | $8.7B | $756.3M |
| 2016 | $344M | $0 | $283.5M | $8B | $685.5M |
| 2015 | $303M | $0 | $230M | $6.9B | $608.2M |
| 2014 | $282.5M | $0 | $205.4M | $6B | $530.9M |
| 2021 | 990 | Data |
| 2020 | 990 | Data | PDF not yet published by IRS |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2003 | 990-EZ | — |
Kimberly Manley
SVP Marketing & Digital Strategy
$400.5K
Hrs/Wk
40
Compensation
$351.6K
Related Orgs
$0
Other
$48.9K
Jennifer Bolivar
SVP Market Development & Lending
$388.4K
Hrs/Wk
40
Compensation
$348.6K
Related Orgs
$0
Other
$39.8K
| Director |
| 2 |
| $3,888 |
| $0 |
| $0 |
| $3,888 |
| Marc Johnson | Director | 2 | $859 | $0 | $0 | $859 |
| Odalys Pritchard 12524-123124 | Director | 2 | $6,906 | $0 | $0 | $6,906 |
| Robert Jones | Secretary Of The Board | 2 | $3,084 | $0 | $0 | $3,084 |
| Stephanie Mathews | Director | 2 | $1,283 | $0 | $0 | $1,283 |
| Victor Arias 1124-112124 | Director | 2 | $6,736 | $0 | $0 | $6,736 |
| Zamir L Ode | Immediate Post Chair Of The Board | 2 | $4,509 | $0 | $0 | $4,509 |
Jounice Nealy-Brown
Vice Chair Of The Board
$1,137
Hrs/Wk
2
Compensation
$1,137
Related Orgs
$0
Other
$0
Lorraine Fernandez
Director
$3,729
Hrs/Wk
2
Compensation
$3,729
Related Orgs
$0
Other
$0
Manuel Lopez
Director
$3,888
Hrs/Wk
2
Compensation
$3,888
Related Orgs
$0
Other
$0
Marc Johnson
Director
$859
Hrs/Wk
2
Compensation
$859
Related Orgs
$0
Other
$0
Odalys Pritchard 12524-123124
Director
$6,906
Hrs/Wk
2
Compensation
$6,906
Related Orgs
$0
Other
$0
Robert Jones
Secretary Of The Board
$3,084
Hrs/Wk
2
Compensation
$3,084
Related Orgs
$0
Other
$0
Stephanie Mathews
Director
$1,283
Hrs/Wk
2
Compensation
$1,283
Related Orgs
$0
Other
$0
Victor Arias 1124-112124
Director
$6,736
Hrs/Wk
2
Compensation
$6,736
Related Orgs
$0
Other
$0
Zamir L Ode
Immediate Post Chair Of The Board
$4,509
Hrs/Wk
2
Compensation
$4,509
Related Orgs
$0
Other
$0