2017-10-30T07:55:30-05:00 2016-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2016-01-01 521141804 CORPORATION FOR ENTERPRISE DEVELOPMENT CORP 2024089788 1200 G STREET NW NO 400 WASHINGTON DC 20005 ADNAN S BOKHARI CHIEF FINANCIAL OFFICER & COO 2024089788 2017-10-30 1 3019519090 75.103.231.202 2017-10-30 08:53:15 ED P 24E2B1EDDFB7997E904F8C8AA54720A5F314F67A 8ED488898585AAEEC76628CD5B5A6628BA20994B 2016 2021-01-29 14:40:06Z ANDREA S LEVERE 1200 G STREET NW NO 400 WASHINGTON DC 20005 19032369 0 X WWW.CFED.ORG X 1979 DC SEE PART III, LINE 1. 18 16 102 16 0 0 8869053 12908064 2467299 2600776 305658 50574 33279 15805 11675289 15575219 928142 883877 0 0 7264540 8400269 0 0 716321 4827748 5369450 13020430 14653596 -1345141 921623 18390469 20100596 1563369 1966036 16827100 18134560 X CFED'S WORK MAKES IT POSSIBLE FOR MILLIONS OF PEOPLE TO ACHIEVE FINANCIAL SECURITY AND CONTRIBUTE TO AN OPPORTUNITY ECONOMY. WE SCALE INNOVATIVE PRACTICAL SOLUTIONS THAT EMPOWER LOW-AND MODERATE-INCOME PEOPLE TO BUILD WEALTH. WE DRIVE RESPONSIVE POLICY CHANGE AT ALL LEVELS OF GOVERNMENT. WE SUPPORT THE EFFORTS OF COMMUNITY LEADERS ACROSS THE COUNTRY TO ADVANCE ECONOMIC OPPORTUNITY FOR ALL. 0 0 4659336 771377 2004615 SAVINGS AND FINANCIAL CAPABILITY: THE SAVINGS AND FINANCIAL CAPABILITY PROGRAM FOCUSES ON PROGRAM AND PRACTICE INNOVATIONS THAT HELP LOW-INCOME INDIVIDUALS AND FAMILIES HAVE THE KNOWLEDGE, SKILLS, AND RESOURCES THEY NEED TO BUILD ASSETS. THE PROGRAM ENSURES ADULTS ALSO HAVE ACCESS TO A RANGE OF PRODUCTS AND SERVICES THAT SUPPORT FINANCIAL CAPABILITY AND ASSET BUILDING, INCLUDING INDIVIDUAL DEVELOPMENT ACCOUNTS, FINANCIAL COACHING AND COUNSELING, FINANCIAL EDUCATION, AND ACCESS TO OTHER FINANCIAL PRODUCTS. THE PROGRAM PROVIDES TECHNICAL ASSISTANCE, RESEARCH, AND POLICY SUPPORT TO THE FIELD OF FINANCIAL CAPABILITY AND ASSET BUILDING PROVIDERS. IT IS ALSO ENSURING THAT LARGE PUBLIC SYSTEMS SUCH AS SCHOOLS, WORKFORCE DEVELOPMENT, HOUSING PROGRAMS, AND EMERGENCY ASSISTANCE INCORPORATE OPPORTUNITIES TO BUILD FINANCIAL CAPABILITY. THE CHILDREN'S SAVINGS ACCOUNT PROGRAM AT CFED IS FOCUSED ON ENSURING THAT EVERY LOW-INCOME CHILD IN AMERICA WILL HAVE A SAVINGS ACCOUNT EARMARKED IN HIS OR HER NAME FOR POST-SECONDARY EDUCATION. THIS WORK ENSURES THAT EVERYONE HAS A GREATER LIKELIHOOD OF NOT ONLY GETTING INTO COLLEGE BUT SUCCEEDING IN COLLEGE. THE PROGRAM: SUPPORTS A NETWORK OF PRACTITIONERS WITH PEER LEARNING, TOOLS, AND RESOURCES; FOSTERS THE DEVELOPMENT OF LOCAL POLICIES TO ESTABLISH AND SUPPORT CHILD SAVINGS ACCOUNT PROGRAMS; PROVIDES TECHNICAL ASSISTANCE IN THE DESIGN AND IMPLEMENTATION OF PROGRAMS; AND DISSEMINATES RESEARCH AND BEST PRACTICES. 5345184 8000 28000 RESEARCH, POLICY RACIAL WEALTH AND ENGAGEMENT: THE APPLIED RESEARCH TEAM AT CFED PRODUCES AND DISSEMINATES THREE KINDS OF RESEARCH: (1) RESEARCH THAT HELPS DEFINE THE CURRENT STATE OF HOUSEHOLD FINANCIAL SECURITY IN THE U.S.; (2) RESEARCH THAT DOCUMENTS THE EMERGENCE AND GROWTH OF INNOVATIVE NEW PROGRAMS, POLICIES AND PRODUCTS DESIGNED TO HELP IMPROVE FINANCIAL SECURITY FOR U.S. CONSUMERS, AND: (3) RESEARCH THAT BUILDS THE EVIDENCE BASE ABOUT THE EFFECTIVENESS OF THESE STRATEGIES. IN 2015, CFED LAUNCHED THE RACIAL WEALTH DIVIDE INITIATIVE TO HELP CFED ADDRESS RACIAL WEALTH INEQUALITY IN A MORE COMPREHENSIVE AND TARGETED MANNER. THE POLICY PROGRAM AT CFED HELPS EDUCATE POLICYMAKERS, ADVOCATES AND THE PUBLIC ABOUT INNOVATIVE POLICY IDEAS THAT CAN SUPPORT LOW-INCOME HOUSEHOLDS IN THEIR EFFORTS TO STRENGTHEN THEIR FINANCIAL WELL BEING.CFED'S FIELD ENGAGEMENT TEAM CONNECTS, BUILDS THE CAPACITY OF AND MOBILIZES A BROAD RANGE OF STAKEHOLDERS IN THE ASSET-BUILDING AND FINANCIAL CAPABILITY FIELDS. THE TEAM MANAGES CFED'S NATIONAL NETWORKS OF ADVOCATES, PRACTITIONERS, POLICYMAKERS AND OTHERS WORKING TO ENSURE THAT LOW- AND MODERATE-INCOME FAMILIES HAVE THE SKILLS, SUPPORTS AND OPPORTUNITIES TO FUNDAMENTALLY IMPROVE THEIR ECONOMIC POSITION.ADDITIONALLY, IN 2014, CFED ASSUMED A COMPREHENSIVE FISCAL SPONSORSHIP ROLE FOR THE TAX ALLIANCE FOR ECONOMIC MOBILITY (TAEM) PROJECT. DURING 2016, CFED RECEIVED $60,000 AND RELEASED $90,860 BASED ON ACTUAL EXPENDITURES INCURRED IN SUPPORT OF THE PROJECT. IN 2015, CFED RECEIVED $122,000 AND RELEASED $113,284 BASED ON ACTUAL EXPENDITURES INCURRED IN SUPPORT OF THE PROJECT. 1825070 547586 NATIONAL CONFERENCE & COMMUNICATIONS: CFED'S COMMUNICATIONS PROGRAM SUPPORTS EACH OF ITS ONGOING PROGRAMS AS WELL AS THE LARGER GOALS OF THE ORGANIZATION BY PROMOTING AND EXPLAINING THE WORK OF CFED TO A VARIETY OF STAKEHOLDERS. THIS WORK IS ACCOMPLISHED CHIEFLY THROUGH A STRONG ENGAGEMENT IN SOCIAL MEDIA AND THE PUBLICATION OF BLOGS, NEWSLETTERS, REPORTS, POLICY PAPERS AND OTHER PRINTED MATERIALS THROUGH THE CFED WEBSITE, ONGOING TRADITIONAL MEDIA AND STAKEHOLDER OUTREACH. THE COMMUNICATIONS PROGRAM ALSO WORKS WITH THE ORGANIZATION'S OTHER CORE PROGRAMS TO PROVIDE TECHNICAL ASSISTANCE TO CFED PARTNERS AND GRANTEES. LASTLY, CFED'S BIENNIAL ASSETS LEARNING CONFERENCE IS THE PREMIER NATIONAL CONVENING ON SAVINGS AND ASSET BUILDING. THROUGH THE YEARS, THE CONFERENCE HAS ALWAYS BEEN A DYNAMIC EVENT, WITH EXTENSIVE NETWORKING AND BUSINESS-TO-BUSINESS BRIDGE-BUILDING, BALANCED WITH PRESENTATIONS BY NATIONAL LEADERS FROM THE PUBLIC AND PRIVATE SECTORS, PROMINENT RESEARCHERS, CUTTING-EDGE ANALYSTS AND NUTS-AND-BOLTS INNOVATORS. 259010 7400 ENTREPRENEURSHIP: THE ENTREPRENEURSHIP PROGRAM AT CFED UNDERTAKES TARGETED RESEARCH AND PILOT ACTIVITIES TO CONTINUALLY EXPAND KNOWLEDGE ABOUT THE KINDS OF PRODUCTS AND SERVICES THAT CAN IMPROVE FINANCIAL BEHAVIORS AND BUSINESS OUTCOMES FOR LOW INCOME ENTREPRENEURS. THE PROGRAM PROVIDES THE FIELD WITH PRACTICAL AND APPROPRIATE TOOLS, INFORMATION, POLICY RECOMMENDATIONS AND TECHNICAL ASSISTANCE. 1033066 104500 13175 AFFORDABLE HOMEOWNERSHIP: THE AFFORDABLE HOUSING PROGRAM AT CFED FOCUSES ON SOCIAL INNOVATIONS THAT BRING AFFORDABILITY AND OWNERSHIP WITHIN THE REACH OF LOW-INCOME HOUSEHOLDS. THROUGH THE INNOVATIONS IN MANUFACTURED HOMES (I'M HOME) INITIATIVE, WE SEEK TO TRANSFORM MANUFACTURED HOMES INTO VALUABLE FAMILY ASSETS OFFERING THE SAME OPPORTUNITY TO BUILD EQUITY AND ACHIEVE HOUSING SECURITY AS TRADITIONAL SITE-BUILT HOUSING PROVIDES TO ITS OWNERS. I'M HOME COLLABORATES WITH A NETWORK OF PARTNERS TO ADVANCE THE GOALS OF: (1) MAKING RESIDENT OWNERSHIP OF MANUFACTURED HOUSING COMMUNITIES VIABLE NATIONWIDE BY PROVIDING TECHNICAL ASSISTANCE AND COMMUNITY PURCHASE FINANCING; AND (2) DELIVERING HIGH QUALITY, ENERGY EFFICIENT, FACTORY-BUILT HOUSING AT SCALE TO AFFORDABLE HOUSING DEVELOPERS AROUND THE COUNTRY. 1292076 104500 20575 13121666 1 1 0 1 0 0 0 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 45 0 1 102 1 0 0 0 0 0 0 0 0 0 0 X 18 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA MI MS NC NY VA X ADNAN S BOKHARI 2024089788 1200 G STREET NW NO 400 WASHINGTON DC 20005 ANDREA LEVERE PRESIDENT 40.00 X X 357751 0 24071 ROBERT E FRIEDMAN CHAIR-EMERITUS & GENERAL COUNSEL 32.00 X X 155107 0 17941 BRANDEE MCHALE CHAIR 4.00 X X 0 0 0 ASHEESH ADVANI VICE CHAIR 4.00 X X 0 0 0 RONALD GRZYWINSKI SECRETARY 4.00 X X 0 0 0 DAN LETENDRE TREASURER 4.00 X X 0 0 0 SHERRY SALWAY BLACK DIRECTOR 4.00 X 0 0 0 JUDITH BELL DIRECTOR 4.00 X 0 0 0 BILL BYNUM DIRECTOR 4.00 X 0 0 0 NAOMI CAMPER DIRECTOR 4.00 X 0 0 0 VICTOR REINOSO DIRECTOR 4.00 X 0 0 0 BEA STOTZER DIRECTOR 4.00 X 0 0 0 ANNIE BURNS DIRECTOR 4.00 X 0 0 0 GARY CUNNINGHAM DIRECTOR 4.00 X 0 0 0 MARTHA KANTER DIRECTOR 4.00 X 0 0 0 JOHN KALAMARIDES DIRECTOR 4.00 X 0 0 0 ELLEN LAZAR DIRECTOR 4.00 X 0 0 0 ROBIN MCKINNEY DIRECTOR 4.00 X 0 0 0 ADNAN BOKHARI CHIEF FINANCIAL OFFICER & COO 40.00 X 216615 0 25738 JOCELYN HARMON CHIEF DEVELOPMENT OFFICER 40.00 X 174560 0 19928 CARL RIST SEN. DIR., CHILDREN'S SAV. ACCOUNTS 40.00 X 162892 0 20083 JEREMIE GREER VP, POLICY & RESEARCH 40.00 X 155208 0 20755 KATHLEEN GRIFFIN VP, PROGRAMS 40.00 X 145357 0 20153 LEIGH TIVOL VP, STRATEGY & ENGAGEMENT 32.00 X 131002 0 8284 1498492 0 156953 20 0 1 0 GEORGETOWN UNIVERSITY 3700 O ST NW WASHINGTON DC 20057 FIELD EXPERT 150000 GROUNDSPARK 4104 24TH STREET SUITE 2013 SAN FRANCISCO CA 94114 FIELD EXPERT 112200 THE HATCHER GROUP 4340 EAST WEST HIGHWAY SUITE 912 BETHESDA MD 20814 COMMUNICATIONS 109519 3 432251 12475813 43612 12908064 CONTRACTS AND SERVICE FEE REVENUE 900099 2030927 2030927 CONFERENCE REG. FEES 900099 559557 559557 HONORARIUM 900099 9588 9588 PUBLICATION SALES 900099 704 704 2600776 191129 191129 15781 0 15781 15781 15781 3316595 3457150 -140555 -140555 -140555 MISCELLANEOUS 900099 24 24 24 15575219 2600776 0 66379 X 883877 883877 797223 554564 242659 6209879 5567324 136382 506173 285488 257705 6304 21479 600827 538437 19851 42539 506852 445410 27432 34010 6040 4367 1673 30951 22377 8574 32842 32842 1483210 1451660 28500 3050 231592 179923 42759 8910 306189 249658 50764 5767 902670 764953 78071 59646 833840 792122 29665 12053 1232305 1166367 52938 13000 133771 98673 35098 22747 16539 6199 9 SUBSCRIPTIONS & DUES 132577 112888 10011 9678 REGISTRATION FEES 17500 12724 4769 7 MISCELLANEOUS 3216 2098 1118 14653596 13121666 815609 716321 1779517 1503760 3029301 2061725 2274343 4333814 578300 432457 162060 162716 2160856 1297141 205748 863715 7877955 8440794 892599 712749 1507888 1506108 82758 82758 18390469 20100596 931514 1016109 368500 110063 263355 839864 1563369 1966036 X 2606259 2768647 7824594 8969666 6396247 6396247 16827100 18134560 18390469 20100596 921623 385837 0 X 0 1 X 1 0 X 5525772 9229693 12322875 8869053 12908064 48855457 5525772 9229693 12322875 8869053 12908064 48855457 21593671 27261786 300626 272012 263652 291219 206910 1334419 21915 8987 1702 1252 24 33880 50223756 14009603 0.54280 0.57100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 461 10073 10534 14643062 14653596 882680 220670 0 0 648339 765725 801022 882680 3097766 4646649 22826 26605 19864 10534 79829 162085 191431 200256 220670 774442 1161663 14266 16628 543 461 31898 9058710 369093 9427803 9365803 -307093 9058710 8940909 424894 9365803 8108774 839218 7083 8940909 7380918 750939 23083 8108774 0.29400 0.67840 0.02760 0 0 938974 174664 764310 358118 309806 48312 863764 812671 51093 863715 EQUITY INVESTMENT - ROC USA 1500000 F EQUITY INVESTMENT - URBAN BANK 6108 F 1506108 DEFERRED RENT 839364 DEPOSIT 500 839864 X 15928214 385837 385837 15542377 32842 32842 15575219 14620754 0 14620754 32842 32842 14653596 PART V, LINE 4: TO PROMOTE THE ORGANIZATION'S MISSION AND EXPAND ITS REACH TO THE UNDERSERVED POPULATION. PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015, CFED HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 NATIONAL MANUFACTURED HOME OWNERS ASSOCIATION 2380 WYCLIFF STREET SUITE 200 STPAUL MN 55114 208278112 501(C)(3) 45000 I'M HOME SUB-GRANT TO NMHOA CREDIT BUILDERS ALLIANCE 1701 K STREET NW SUITE 1000 WASHINGTON DC 20006 208351782 501(C)(3) 21000 PASS THOUGHT GRANT - CREDIT BUILDERS ALLIANCE RURAL DYNAMICS INC 2022 CENTRAL AVENUE GREAT FALLS MT 59401 810303443 501(C)(3) 17500 PASS THROUGH GRANT TO RURAL DYNAMICS, INC. CASA OF OREGON 20508 SW ROY ROGERS RD SUITE 155 SHERWOOD OR 97140 930977842 501(C)(3) 12500 PASS-THROUGH GRANT - CASA OF OREGON SOJOURNER FAMILY PEACE CENTER PO BOX 080319 MILWAUKEE WI 53208 391276210 501(C)(3) 10000 FFEI SUB-GRANT - SOJOURNER FAMILY PEACE CENTER LUTHERAN SOCIAL SERVICES OF MINNESOTA 424 W SUPERIOR STREET SUITE 600 DULUTH MN 55802 410872993 501(C)(3) 10000 FFEI SUB-GRANT -LUTHERAN SOCIAL SERVICES OF MINNESOTA NEIGHBORIMPACT 2303 SW FIRST STREET REDMOND OR 97716 930884929 501(C)(3) 10000 FFEI SUB-GRANT - NEIGHBORIMPACT LUTHERAN SOCIAL SERVICES NORTH DAKOTA 412 DEMERS AVE GRAND FORKS ND 58201 450226421 501(C)(3) 10000 FFEI SUB-GRANT - LUTHERAN SOCIAL SERVICES OF ND METROPOLITAN FAMILY SERVICES 1808 SE BELMONT STREET PORTLAND OR 97214 930397825 501(C)(3) 10000 FFEI SUB-GRANT - METROPOLITAN FAMILY SERVICE CAP SERVICES INC 1608 WEST RIVER DRIVE STEVENS POINT WI 54481 391080897 501(C)(3) 10000 FFEI SUB-GRANT - CAP SERVICES, INC. THURSTON ASSET BUILDING COALITION 4220 6TH AVE SE LACEY WA 98503 911561600 501(C)(3) 10000 FFEI SUB-GRANT - THURSTON ASSET BUILDING COALITION BINGHAM CRISIS CENTER 288 N SHILLING AVENUE BLACKFOOT ID 83221 820367425 501(C)(3) 10000 FFEI SUB-GRANT - BINGHAM CRISIS CENTER HOPEWORKS 543 STATE STREET CAMDEN NJ 08102 311660671 501(C)(3) 10000 BOA FELLOWSHIP SUB-GRANT - HOPEWORKS ACCOUNTING AID SOCIETY 7700 SECOND AVENUE SUITE 314 DETROIT MI 48202 237310753 501(C)(3) 10000 BOA FELLOWSHIP SUB-GRANT - ACCOUNTING AID SOCIETY YWCA SEATTLE 1118 FIFTH AVE SEATTLE WA 98101 910482890 501(C)(3) 10000 BOA FELLOWSHIP SUB-GRANT - YWCA SEATTLE GOODWILL SACRAMENTO 8001 FOLSOM BLVD SUITE 200 SACRAMENTO CA 95826 941201202 501(C)(3) 10000 BOA FELLOWSHIP SUB-GRANT - GOODWILL SACRAMENTO BALTIMORE CASH CAMPAIGN 217 E REDWOOD STREET SUITE 1500 BALTIMORE MD 21202 522278450 501(C)(3) 10000 BOA FELLOWSHIP SUB-GRANT - BALTIMORE CASH CAMPAIGN MASSACHUSETTS ASSOCIATION FOR COMMUNITY ACTION 105 CHAUNCY ST 3RD FLOOR BOSTON MA 02111 222777630 501(C)(3) 8000 CFELP SUB-GRANT TO MASSACHUSETTS ASSOCIATION FOR COMMUNITY ACTION CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA 465 A STREET SANTA ROSA CA 95402 942479393 501(C)(3) 8000 CFELP SUB-GRANT -CATHOLIC CHARITIES OF THE DIOCESE WAYNE METROPOLITAN COMMUNITY ACTION AGENCY 7310 WOODWARD SUITE 800 DETROIT MI 48202 381976979 501(C)(3) 6000 CFELP SUB-GRANT - WAYNE METRO. COMMUNITY ACTION AGENCY CLARIFI 4400 N REESE STREET PHILADELPHIA PA 19140 231671903 501(C)(3) 6000 CFELP SUB-GRANT - CLARIFI UNITED WAY OF MIAMI-DADE 3250 SW 3RD AVENUE MIAMI FL 33129 590830840 501(C)(3) 6000 CFEL SUB-GRANT - UNITED WAY OF MIAMI-DADE WINGS 2603 INWOOD ROAD DALLAS TX 75235 750800699 501(C)(3) 6000 CFELP SUB-GRANT - WINGS PROSPERITY INDIANA 202 E MARKET STREET INDIANAPOLIS IN 46204 351695379 501(C)(3) 6000 PLANNING GUIDE TRAINING AND TA -PROSPERITY INDIANA NATIONAL COUNCIL OF LA RAZA 1126 16TH STREET NW 600 WASHINGTON DC 20036 860212873 501(C)(3) 6000 2016 PLANNING GUIDE TRAININGS & TA STIPEND - NATIONAL COUNCIL OF LA RAZA NEIGHBORWORKS 999 NORTH CAPITAL ST NE SUITE 900 WASHINGTON DC 20002 521148078 501(C)(3) 6000 2016 PLANNING GUIDE TRAININGS & TA STIPEND-NEIGHBORWORKS AMERICAN PUBLIC HUMAN SERVICES ASSOC 1133 19TH ST NW WASHINGTON DC 20036 362166948 501(C)(3) 6000 2016 PLANNING GUIDE TRAININGS & TA STIPEND-AMERICAN PUBLIC HUMAN SERVICES ASSOC. PROSPERITY INDIANA 202 E MARKET STREET INDIANAPOLIS IN 46204 351695379 501(C)(3) 6000 WIW BOOK SUB-GRANT - PROSPERITY INDIANA NATIVE CDFI NETWORK PO BOX 1827 RAPID CITY SD 57709 473526004 501(C)(3) 6000 WIW BOOK SUB-GRANT - NATIVE CDFI NETWORK FLORIDA PROSPERITY PARTNERSHIP INC 250 LAKE MARY BLVD 289 SANFORD FL 32773 270905144 501(C)(3) 5500 2016 PLANNING GUIDE TRAININGS & TA STIPEND - FLORIDA PROSPERITY PARTNERSHIP, INC. I HAVE A DREAM FOUNDATION OF BOULDER COUNTY 5390 MANHATTAN CIRCLE 200 BOULDER CO 80303 841150542 501(C)(3) 20595 MATCHING INCENTIVES BARRY COMMUNITY FOUNDATION 231 SOUTH BROADWAY HASTINGS MI 49058 383246131 501(C)(3) 31028 MATCHING INCENTIVES COMMUNITY PARTNERS 1000 N ALAMEDA STREET SUITE 240 LOS ANGELES CA 90012 954302067 501(C)(3) 83554 MATCHING INCENTIVES DES MOINES I HAVE A DREAM FOUNDATION 2507 UNIVERSITY AVENUE DES MOINES IA 50311 421338832 501(C)(3) 59362 MATCHING INCENTIVES EARNED ASSETS RESOURCE NETWORK 235 MONTGOMERY ST SUITE 1050 SAN FRANCISCO CA 94104 912172676 501(C)(3) 67490 MATCHING INCENTIVES EAST DURHAM CHILDREN'S INITIATIVE 107 N DRIVE STREET 3RD FLOOR DURHAM NC 27703 320263133 501(C)(3) 67352 MATCHING INCENTIVES I HAVE A DREAM FOUNDATION 322 8TH AVENUE 2ND FLOOR NEW YORK NY 10001 133355315 501(C)(3) 15600 MATCHING INCENTIVES INVERSANT 561 BOYLSTON STREET 4TH FLOOR BOSTON MA 02116 271462229 501(C)(3) 43763 MATCHING INCENTIVES OFFICE OF THE TREASURER CITY OF ST LOUIS 1200 MARKET STREET ROOM 220 STLOUIS MO 63103 436003231 501(C)(3) 80518 MATCHING INCENTIVES 39 0 PART I, LINE 2: EACH ORGANIZATION IS REQUIRED TO SUBMIT DETAILED PROGRESS REPORTS THROUGHOUT THE TERM OF THE GRANT AS WELL AS A FINAL REPORT ON PROGRAM ACTIVITIES AND USE OF FUNDS. THE SUB-GRANTEE REPORTS ARE REVIEWED BY CFED STAFF TO ENSURE, AMONG OTHER THINGS, THE PROPER USE OF FUNDS AND COMPLIANCE WITH PRIMARY FUNDER STIPULATIONS. X X X 0 0 0 0 0 0 0 1 0 ANDREA LEVERE PRESIDENT 317751 0 40000 0 0 0 15759 0 8312 0 381822 0 0 0 ROBERT E FRIEDMAN CHAIR-EMERITUS & GENERAL COUNSEL 155107 0 0 0 0 0 7906 0 10035 0 173048 0 0 0 ADNAN BOKHARI CHIEF FINANCIAL OFFICER & COO 212235 0 4380 0 0 0 10950 0 14788 0 242353 0 0 0 JOCELYN HARMON CHIEF DEVELOPMENT OFFICER 170956 0 3604 0 0 0 8968 0 10960 0 194488 0 0 0 CARL RIST SEN. DIR., CHILDREN'S SAV. ACCOUNTS 159565 0 3327 0 0 0 8292 0 11791 0 182975 0 0 0 JEREMIE GREER VP, POLICY & RESEARCH 151964 0 3244 0 0 0 8018 0 12737 0 175963 0 0 0 KATHLEEN GRIFFIN VP, PROGRAMS 142217 0 3140 0 0 0 7779 0 12374 0 165510 0 0 0 PART I, LINE 7 THE BOARD DECIDES ON THE BONUS FOR THE PRESIDENT. THE BONUSES FOR OTHER STAFF MEMBERS ARE RECOMMENDED BY SENIOR STAFF BASED ON PERFORMANCE EVALUATIONS AND APPROVED BY THE PRESIDENT. SEE SCHEDULE J, PART II FOR THE BONUSES INCLUDED ON PART VII OF THE 990. X 6 43612 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS RECEIVED IS REPORTED IN THIS COLUMN. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY THE FINANCE/INVESTMENT COMMITTEE. A FINAL COPY OF THE 990 WAS PROVIDED TO EACH BOARD MEMBER BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CFED'S CONFLICTS OF INTEREST POLICY AND A CONFLICT OF INTEREST DECLARATION STATEMENT ARE DISTRIBUTED ANNUALLY TO ALL MEMBERS OF THE BOARD OF DIRECTORS. THE DIRECTORS MUST ANSWER A SERIES OF QUESTIONS TO DISCLOSE ANY CONFLICTS OF INTEREST AND SIGN THE STATEMENT. ALSO, CFED'S EMPLOYEES' HANDBOOK CONTAINS A CONFLICT OF INTEREST POLICY THAT ALL EMPLOYEES MUST SIGN. UPON THE FIRST KNOWLEDGE BY AN INTERESTED PERSON THAT CFED IS CONSIDERING OR HAS CONSIDERED A TRANSACTION OR ARRANGEMENT WITH AN ENTITY OR INDIVIDUAL WITH WHICH THE INTERESTED PERSON HAS AN INTEREST, THE INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER INTEREST TO THE PRESIDENT. AFTER DISCLOSURE OF THE INTEREST, THE INTERESTED PERSON MAY NOT PARTICIPATE IN CONSIDERATION OF THE PROPOSED TRANSACTION OR ARRANGEMENT AND IS NOT PRESENT FOR THE CONSIDERATION OF OR VOTE ON SUCH TRANSACTION UNLESS THE PRESIDENT REQUESTS INFORMATION FROM THE INTERESTED PERSON. FORM 990, PART VI, SECTION B, LINE 15A TO DETERMINE THE PRESIDENT'S COMPENSATION, THE ORGANIZATION COMPILED 990 DATA FROM LIKE ORGANIZATIONS AND USED DATA FROM INDEPENDENT SURVEYS. THIS DATA WAS REVIEWED AND DELIBERATED BY THE ORGANIZATION'S BOARD, WHICH ALSO CONDUCTED A FORMAL REVIEW OF THE PRESIDENT'S PERFORMANCE. THE BOARD VOTED ON AND APPROVED THE PRESIDENT'S COMPENSATION AND DOCUMENTED ITS DELIBERATIONS IN THE ORGANIZATION'S RECORDS. THE LAST REVIEW TOOK PLACE IN JANUARY 2016. 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. FORM 990, PART IX, LINE 11G HUMAN RESOURCES: PROGRAM SERVICE EXPENSES 29,945. MANAGEMENT AND GENERAL EXPENSES 11,474. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,419. COMMUNICATIONS CONSULTANTS: PROGRAM SERVICE EXPENSES 173,640. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,950. TOTAL EXPENSES 175,590. CONFERENCE MANAGEMENT CONSULTANTS: PROGRAM SERVICE EXPENSES 54,651. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,651. FIELD EXPERT: PROGRAM SERVICE EXPENSES 690,673. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 690,673. ORGANIZATIONAL DEVELOPMENT CONSULTANTS: PROGRAM SERVICE EXPENSES 81,725. MANAGEMENT AND GENERAL EXPENSES 10,997. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 92,722. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 15,508. MANAGEMENT AND GENERAL EXPENSES 5,942. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,450. PRODUCTION CONSULTANTS: PROGRAM SERVICE EXPENSES 58,530. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,100. TOTAL EXPENSES 59,630. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 314,264. MANAGEMENT AND GENERAL EXPENSES 1. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 314,265. REGULATORY SUPPORT: PROGRAM SERVICE EXPENSES 224. MANAGEMENT AND GENERAL EXPENSES 86. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 310. REBRANDING SERVICES: PROGRAM SERVICE EXPENSES 32,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,500. ROC USA 7 WALL STREET CONCORD NH 03301 352319441 ECONOMIC ASSISTANCE NH 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0