INCLUSIV INC: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- INCLUSIV INC (EIN 11-2421972)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-14
- IRS object ID
- 202612579349300246
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-14T10:31:13-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132781641 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MITCHELL & TITUS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 PINE STREET 32ND FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112421972 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INCLUSIV INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INCL | BusinessNameControlTxt |
| Phone | 2128091850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 BROADWAY 29TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LILY TRAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2128091850 | PhoneNum |
| Signature | 2026-09-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC HARRISON | PreparerPersonNm |
| PTIN | P01916785 | PTIN |
| Phone | 2127094500 | PhoneNum |
| Preparation | 2026-09-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LILY TRAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 BROADWAY 29TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $101,317,220 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.INCLUSIV.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF INCLUSIV IS TO HELP LOW- AND MODERATE-INCOME PEOPLE AND COMMUNITIES ACHIEVE FINANCIAL INDEPENDENCE THROUGH CREDIT UNIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 69 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,890,167,221 | PYContributionsGrantsAmt |
| CY Contributions Grants | $92,981,930 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,665,959 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,323,353 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,937 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,937 | CYInvestmentIncomeAmt |
| PY Other Revenue | $33,273 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,897,878,390 | PYTotalRevenueAmt |
| CY Total Revenue | $101,317,220 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,506,005 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,816,625 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,073,576 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,202,061 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $198,559 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,417,729 | PYOtherExpensesAmt |
| CY Other Expenses | $8,740,177 | CYOtherExpensesAmt |
| PY Total Expenses | $14,997,310 | PYTotalExpensesAmt |
| CY Total Expenses | $22,758,863 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,882,881,080 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $78,558,357 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,960,631,669 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,045,935,090 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $52,094,778 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $58,538,633 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,908,536,891 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,987,396,457 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF INCLUSIV IS TO HELP LOW- AND MODERATE-INCOME PEOPLE AND COMMUNITIES ACHIEVE FINANCIAL INDEPENDENCE THROUGH CREDIT UNIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,742,471 | ExpenseAmt |
| Grant | $1,700,000 | GrantAmt |
| Revenue | $2,223,017 | RevenueAmt |
| Desc | INCLUSIV CAPITAL PROVIDES CAPITAL AND LOANS TO, AND MAKES INVESTMENTS IN MEMBER CDCUS TO SUPPORT EFFORTS TO CREATE ECONOMIC OPPORTUNITY AND ADVANCE FINANCIAL INCLUSION INITIATIVES THAT BENEFIT LOW- AND MODERATE-INCOME PEOPLE AND COMMUNITIES ACROSS THE COUNTRY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,074,411 | ExpenseAmt |
| Grant | $345,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | INCLUSIV'S CENTER FOR RESILIENCY AND CLEAN ENERGY WAS CREATED IN 2019 TO TEACH AND SUPPORT COMMUNITY-BASED FINANCIAL INSTITUTIONS, INCLUDING CREDIT UNIONS, CDFI LOAN FUNDS, AND COMMUNITY BANKS, AMONG OTHERS, LAUNCHING AND SCALING CLEAN ENERGY FINANCE INITIATIVES THAT ENABLE COMMUNITIES TO ACCESS AFFORDABLE CLEAN ENERGY SERVICES, REDUCE ENERGY BURDENS, CREATE GOOD JOBS, AND BUILD RESILIENCE AND DISASTER PREPAREDNESS. THE CENTER PROVIDES PRACTICAL, HANDS-ON TRAINING AND TECHNICAL ASSISTANCE FOR COMMUNITY LENDERS; SUPPORTS CREDIT UNIONS' ACCESS TO TECHNOLOGY PLATFORMS AND FINANCIAL INSTRUMENTS THAT HELP TO SCALE COMMUNITY-BASED CLEAN ENERGY MARKETS; AND ADVANCES RESEARCH TO HELP IDENTIFY OPPORTUNITIES FOR INVESTMENT IN AND GROWTH OF THESE MARKETS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,947,199 | ExpenseAmt |
| Grant | $2,721,625 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | INCLUSIV DEVELOPS AND PROVIDES FINANCIAL INCLUSION PROGRAMS TO HELP OUR MEMBER CDCUS EXPAND THE PRODUCTS AND SERVICES THEY OFFER TO LOW- AND MODERATE-INCOME PEOPLE AND COMMUNITIES AND DEEPEN THEIR COMMUNITY IMPACT. THESE PROGRAMS INCLUDE TRAINING AND ONE-ON-ONE SUPPORT TO HELP CDCUS BUILD EFFECTIVE FINANCIAL COACHING PROGRAMS AND ASSET BUILDING AND ASSET PROTECTION INITIATIVES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,401,026 | ExpenseAmt |
| Grant | $50,000 | GrantAmt |
| Revenue | $6,100,336 | RevenueAmt |
| Desc | OTHER. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $11,401,026 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $50,000 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $6,100,336 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $21,165,107 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 68 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 69 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHLEEN MAHON PRESIDENTCEO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128091850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 BROADWAY 29TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| IAN FORSTER | ||||||||
| GENERAL COUNSEL | 40.00 | 0.00 | Yes (X) | $197,346 | $0 | $14,939 | ||
| MING KYUNG CATHI KIM | ||||||||
| SVP, CAPITAL, INVESTMENTS, | 40.00 | 0.00 | Yes (X) | $181,572 | $0 | $17,849 | ||
| ROBIN ROMAN | ||||||||
| CHAIRMAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BLANCHE L JACKSON | ||||||||
| VICE CHAIRMAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| NEREIDA SEDA VARGAS | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ED SIVAK | ||||||||
| RECORDING SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JAMES HUNTER | ||||||||
| CORRESPONDING SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| AURELIO ARROYO CONZALEZ | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE SANDOVAL-GRIEGO | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HANK HUBBARD | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JACQUELINE MOORE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMA R HAYNES | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF IVEY | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY CHARTIER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUZETTE COWELL | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHEAL FRANQUI BAQUERO | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGIE SALAZAR | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHLEEN MAHON | ||||||||
| PRESIDENT/CEO | 40.00 | 0.00 | $327,758 | $0 | $17,725 | Yes (X) | ||
| EBEN SHEAFFER THRU 092025 | ||||||||
| CFO/CIO | 40.00 | 0.00 | $213,992 | $0 | $11,260 | Yes (X) | ||
| PAMELA OWENS | ||||||||
| VICE PRESIDENT | 40.00 | 0.00 | $225,380 | $0 | $15,212 | Yes (X) | ||
| SILVIA RINCON | ||||||||
| COO | 40.00 | 0.00 | $201,503 | $0 | $15,439 | Yes (X) | ||
| LILY TRAN | ||||||||
| CFO FKA VP OF FINANCE | 40.00 | 0.00 | $170,151 | $0 | $20,036 | Yes (X) | ||
| PABLO DEFILIPPI | ||||||||
| SVP NETWORK DEVELOPMENT | 40.00 | 0.00 | $252,089 | $0 | $11,825 | Yes (X) | ||
| ALEXIS IWANISZIW | ||||||||
| SVP POLICY & COMMUNICATION | 40.00 | 0.00 | $187,092 | $0 | $18,099 | Yes (X) | ||
| NEDA ARABSHAHI | ||||||||
| EVP RESILIENCY & CLEAN ENERGY | 40.00 | 0.00 | $212,963 | $0 | $19,449 | Yes (X) | ||
| ROBIN HOLLIS AS OF 71625 | ||||||||
| VP, MEMBER SERVICES | 40.00 | 0.00 | $160,971 | $0 | $29,330 | Yes (X) | ||
| ANDREA LALLY AS OF 71625 | ||||||||
| VP, NETWORK GROWTH | 40.00 | 0.00 | $152,881 | $0 | $23,159 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,483,698 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $214,322 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 32 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VENABLE LLP | |||||
| POST OFFICE BOX 62727 | BALTIMOR | MD | 21204 | LEGAL | $418,392 |
| ARNOLD & PORTER | |||||
| 601 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | LEGAL | $288,285 |
| MITCHELL & TITUS LLP | |||||
| 80 PINE STREET SUITE 3220 | NEW YORK | NY | 10005 | AUDITING/TAX FILING | $193,686 |
| FLORENCE JULLIARD | |||||
| 239 W 148TH STREET APT 3S | NEW YORK | NY | 10039 | CONSULTING | $177,550 |
| TMR & ASSOCIATES LLC | |||||
| 22 OTSEGO AVE | NEW ROCHELLE | NY | 10804 | CONSULTING | $174,558 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $80,653,372 | GovernmentGrantsAmt |
| All Other Contributions | $12,328,558 | AllOtherContributionsAmt |
| Total Contributions | $92,981,930 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INTEREST ON LOANS | 522100 | $4,680,805 | $4,680,805 |
| MEMBERSHIP DUES AND SERVICES | 522100 | $1,836,438 | $1,836,438 |
| MEETING AND CONFERENCE | 522100 | $1,086,839 | $1,086,839 |
| SIMPLICD DEPOSITS COMMISSION | 522100 | $320,136 | $320,136 |
| CONTRACT SERVICESAND OTHER FEES | 522100 | $256,916 | $256,916 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $142,219 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $142,219 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,323,353 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,937 | TotalRevenueColumnAmt |
| Exclusion | $11,937 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $101,317,220 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,323,353 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,937 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,816,625 | TotalAmt |
| Program Services | $4,816,625 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,169,846 | TotalAmt |
| Program Services | $1,309,361 | ProgramServicesAmt |
| Management And General | $860,485 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,555,885 | TotalAmt |
| Program Services | $5,254,757 | ProgramServicesAmt |
| Management And General | $135,930 | ManagementAndGeneralAmt |
| Fundraising | $165,198 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,109 | TotalAmt |
| Program Services | $228,835 | ProgramServicesAmt |
| Management And General | $45,434 | ManagementAndGeneralAmt |
| Fundraising | $5,840 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $597,488 | TotalAmt |
| Program Services | $502,944 | ProgramServicesAmt |
| Management And General | $80,287 | ManagementAndGeneralAmt |
| Fundraising | $14,257 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $598,733 | TotalAmt |
| Program Services | $505,869 | ProgramServicesAmt |
| Management And General | $79,600 | ManagementAndGeneralAmt |
| Fundraising | $13,264 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,117,454 | TotalAmt |
| Program Services | $1,117,454 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,155 | TotalAmt |
| Program Services | $268,155 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,125,158 | TotalAmt |
| Program Services | $2,039,153 | ProgramServicesAmt |
| Management And General | $86,005 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,133 | TotalAmt |
| Program Services | $33,871 | ProgramServicesAmt |
| Management And General | $262 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,325 | TotalAmt |
| Program Services | $177,802 | ProgramServicesAmt |
| Management And General | $1,523 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,682 | TotalAmt |
| Program Services | $9,185 | ProgramServicesAmt |
| Management And General | $497 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $744,472 | TotalAmt |
| Program Services | $717,739 | ProgramServicesAmt |
| Management And General | $26,733 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,820 | TotalAmt |
| Program Services | $183,202 | ProgramServicesAmt |
| Management And General | $20,618 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $844,404 | TotalAmt |
| Program Services | $842,834 | ProgramServicesAmt |
| Management And General | $1,570 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,972,564 | TotalAmt |
| Program Services | $1,972,563 | ProgramServicesAmt |
| Management And General | $1 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,318 | TotalAmt |
| Program Services | $124,434 | ProgramServicesAmt |
| Management And General | $1,884 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,822 | TotalAmt |
| Program Services | $130,139 | ProgramServicesAmt |
| Management And General | $5,683 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROVISIONAL FOR (RECOVE | $357,429 | $357,429 | $0 | $0 |
| MORTAGE SERVICES FEES A | $139,874 | $139,874 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481,567 | TotalAmt |
| Program Services | $432,882 | ProgramServicesAmt |
| Management And General | $48,685 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,758,863 | TotalAmt |
| Program Services | $21,165,107 | ProgramServicesAmt |
| Management And General | $1,395,197 | ManagementAndGeneralAmt |
| Fundraising | $198,559 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,283,651 | BOYAmt |
| EOY | $6,897,457 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,904,336,456 | BOYAmt |
| EOY | $1,966,443,927 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,377,356 | BOYAmt |
| EOY | $5,553,150 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,477,875 | BOYAmt |
| EOY | $62,191,977 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $530,281 | BOYAmt |
| EOY | $258,710 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $548,646 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $468,076 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,372 | BOYAmt |
| EOY | $80,570 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $395,774 | BOYAmt |
| EOY | $430,200 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $642,052 | BOYAmt |
| EOY | $3,456,792 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,852 | BOYAmt |
| EOY | $622,307 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,960,631,669 | BOYAmt |
| EOY | $2,045,935,090 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $823,773 | BOYAmt |
| EOY | $792,628 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,436,224 | BOYAmt |
| EOY | $1,415,982 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,030,337 | BOYAmt |
| EOY | $52,752,550 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $804,444 | BOYAmt |
| EOY | $3,577,473 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,094,778 | BOYAmt |
| EOY | $58,538,633 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,618,031 | BOYAmt |
| EOY | $36,235,712 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,875,918,860 | BOYAmt |
| EOY | $1,951,160,745 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,908,536,891 | BOYAmt |
| EOY | $1,987,396,457 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,960,631,669 | BOYAmt |
| EOY | $2,045,935,090 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $78,558,357 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | $301,209 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,247,387 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,875,779 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,008,776 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,167,221 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,283,142 | CurrentTaxYearAmt |
| Total | $136,582,305 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,247,387 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,875,779 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,008,776 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,167,221 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,283,142 | CurrentTaxYearAmt |
| Total | $136,582,305 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,144,485 | SubstantialContributorsTotAmt |
| Public Support Total170 | $125,437,820 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,348 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,597 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,937 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,937 | CurrentTaxYearAmt |
| Total | $39,844 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $23,677 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,058 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,273 | CurrentTaxYearMinus1YearAmt |
| Total | $98,008 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $136,720,157 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $20,860,548 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.91750 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61490 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2022 AMOUNT: $ 23,677. 2023 AMOUNT: $ 41,058. 2024 AMOUNT: $ 33,273. 2025 AMOUNT: $ 0. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,136 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,136 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $22,751,730 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $22,758,866 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $899,866 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $1,899,866 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,849,799 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $4,035 | CurrentYearMinus1Amt |
| Current Year | $7,136 | CurrentYearAmt |
| Total | $11,171 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $224,967 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $474,967 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $712,451 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $405,088 | OtherCostOrOtherBasisAmt |
| Depreciation | $329,165 | DepreciationAmt |
| Book Value | $75,923 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $143,558 | OtherCostOrOtherBasisAmt |
| Depreciation | $138,911 | DepreciationAmt |
| Book Value | $4,647 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $80,570 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $3,577,473 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,577,473 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $102,712,550 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $301,212 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,094,118 | OtherRevenueAmt |
| Revenue Not Reported | $1,395,330 | RevenueNotReportedAmt |
| Revenue Subtotal | $101,317,220 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $101,317,220 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $23,677,037 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $918,174 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $918,174 | ExpensesNotReportedAmt |
| Expenses Subtotal | $22,758,863 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,758,863 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | INCLUSIV BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2025 AND 2024 IN ACCORDANCE WITH FASB ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, INCOME TAXES, WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. CDCUMC AND FUND MANAGER ARE CONSIDERED DISREGARDED ENTITIES AND ARE NOT SUBJECT TO INCOME TAX ABSENT OF UNRELATED BUSINESS INCOME TAX. THERE WAS NO UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024. SC FUND IS CONSIDERED A PASS-THROUGH ENTITY FOR FEDERAL AND STATE INCOME TAX PURPOSES. SC FUND FILES INCOME TAX RETURNS IN U.S. FEDERAL JURISDICTIONS AND REQUIRED STATES. THE INCOME TAX TOPIC OF FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON ITS TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED "WHEN CHALLENGED OR "WHEN EXAMINED" BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE AND LIABILITY IN THE CURRENT YEAR. THE MANAGING MEMBER HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN INCOME TAX POSITIONS EXISTING AS OF DECEMBER 31, 2025 AND 2024. INCLUSIV'S FEDERAL AND STATE TAX RETURNS PRIOR TO FISCAL YEAR 2021 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RELATED ORGANIZATION 1,094,118. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RELATED ORGANIZATION 918,174. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | COMPLETION OF TRAINING COHORT#2 | $60,000 | $0 |
| CENTRAL AMERICA AND THE CARIBBEAN | COMPLETION OF TRAINING COHORT#3 | $60,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (74 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| 1ST BERGEN FCU | |||||||||
| 93-95 MAIN STREET | HACKENSACK | NJ | 07601 | 205746435 | 501(C)(1) | $0 | $75,000 | BUILD AND SAVE SUBGRANT AWARDS-2025 | |
| CHICAGO POST OFFICE EMPLOYEES | |||||||||
| 10025 S WESTERN AVE | CHICAGO | IL | 60643 | 360903975 | 501(C)(1) | $0 | $75,000 | BUILD AND SAVE SUBGRANT AWARDS-2025 | |
| CHURCH OF THE MASTER FCU | |||||||||
| 86 MORNINGSIDE AVE | NEW YORK | NY | 10027 | 131819527 | 501(C)(1) | $0 | $10,000 | FHLB SAMLL BUSINESS SUBGRANT | |
| CLEARWATER CREDIT UNION | |||||||||
| 3600 BROOKS STREET | MISSOULA | MT | 59801 | 810289023 | 501(C)(1) | $0 | $20,000 | BUILD AND SAVE SUBGRANT AWARDS-2025 | |
| CLEARWATER CREDIT UNION | |||||||||
| 3600 BROOKS STREET | MISSOULA | MT | 59801 | 810289023 | 501(C)(1) | $0 | $75,000 | INCLUSIV - BUILD AND SAVE SUBGRANT 2025 | |
| CONCORD FEDERAL CREDIT UNION | |||||||||
| 833 MARCY AVENUE | BROOKLYN | NY | 11216 | 112422532 | 501(C)(1) | $0 | $35,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| CONCORD FEDERAL CREDIT UNION | |||||||||
| 833 MARCY AVENUE | BROOKLYN | NY | 11216 | 112422532 | 501(C)(1) | $0 | $10,000 | FHLB SAMLL BUSINESS RECOVERY GRANT AWARD | |
| COOPERATIVA DE AHORRA Y CREDITO INTERMETRO | |||||||||
| PO BOX 195346 | SAN JUAN | PR | 009195346 | 660393508 | 501(C)(1) | $0 | $65,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| COOPERATIVA DE AHORRA Y CREDITO DE SALINAS | |||||||||
| PO BOX 612 CALLE BALDORIOTY 74 | SALINAS | PR | 00751 | 660254755 | 501(C)(1) | $0 | $65,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| COOPERATIVA DE AHORRA Y CREDITO RIM-COOP | |||||||||
| PO BOX 362529 | SAN JUAN | PR | 00936 | 661003349 | 501(C)(1) | $0 | $65,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| COOPERATIVA DE AHORRO Y CREDITO GOYA | |||||||||
| PO BOX 601467 | BAYAMON | PR | 009606067 | 660505212 | 501(C)(1) | $0 | $65,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| CREDIT UNION ASSOCIATION OF NEW MEXICO | |||||||||
| 4200 WOLCOTT AVENUE NE | ALBUQUERQUE | NM | 87109 | 850132671 | 501(C)(1) | $0 | $25,000 | CU SYSTEM PARTNERS PYMT 1 OF 2 - CCIA | |
| EDISTO FEDERAL CREDIT UNION | |||||||||
| 1880 RUSSEL STREET | ORANGEBURG | SC | 29115 | 570370516 | 501(C)(1) | $0 | $50,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| EVEREST FEDERAL CREDIT UNION | |||||||||
| 74-18 37TH ROAD | JACKSON HEIGHTS | NY | 11372 | 832339793 | 501(C)(1) | $0 | $60,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| EXCITE CU | |||||||||
| 151 BERNAL ROAD | SAN JOSE | CA | 95119 | 941243656 | 501(C)(1) | $0 | $75,000 | BUILD AND SAVE SUBGRANT AWARDS-2025 | |
| EXPRESS CU | |||||||||
| PO BOX 94286 | SEATTLE | WA | 98124 | 910573334 | 501(C)(1) | $0 | $75,000 | INCLUSIV - BUILD AND SAVE SUBGRANT 2025 | |
| FAITH COMMUNITY UNITED CU | |||||||||
| 3550 E 93RD STREET | CLEVELAND | OH | 44105 | 340827524 | 501(C)(1) | $0 | $65,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| FELLOWSHIP BAPTIST CHURCH CU | |||||||||
| 4543 S PRINCETON AVENUE | CHICAGO | IL | 606093620 | 363575395 | 501(C)(1) | $0 | $60,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| FINANTA CREDIT UNION | |||||||||
| 51 S DUKE ST | LANCASTER | PA | 17602 | 871525468 | 501(C)(1) | $0 | $70,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| FIRSTLIGHT FCU | |||||||||
| 9983 KENWORTHY ST | EL PASO | TX | 79924 | 475322938 | 501(C)(1) | $0 | $75,000 | INCLUSIV - BUILD AND SAVE SUBGRANT 2025 | |
| FOR MEMBERS ONLY FEDERAL CREDIT UNION | |||||||||
| 5656 S STONY ISLAND AVENUE | CHICAGO | IL | 60637 | 922417607 | 501(C)(1) | $0 | $50,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| FREDERIKSTED FCU | |||||||||
| 59 QUEEN STREET | FREDERIKSTED | VI | 00840 | 670250838 | 501(C)(1) | $0 | $50,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| FREDERIKSTED FCU | |||||||||
| 59 QUEEN STREET | FREDERIKSTED | VI | 00840 | 670250838 | 501(C)(1) | $0 | $10,000 | FHLB SMALL BUS. GRANT AWARD | |
| GREAT LAKES CREDIT UNION | |||||||||
| 2111 WAUKEGAN ROAD | BANNOCKBURN | IL | 60015 | 361163912 | 501(C)(1) | $0 | $75,000 | BUILD AND SAVE SUBGRANT AWARDS-2025 | |
| GREYLOCK FEDERAL CREDIT UNION | |||||||||
| 150 WEST STREET | PITTSFIELD | MA | 01201 | 042230576 | 501(C)(1) | $0 | $75,000 | BUILD AND SAVE SUBGRANT AWARDS-2025 | |
| HILL DISTRICT FCU | |||||||||
| 2021 CENTER AVE | PITTSBURGH | PA | 15219 | 251399163 | 501(C)(1) | $0 | $65,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| HOLY REDEEMER COMMUNITY FCU | |||||||||
| 3500 W MOTHER DANIELS WAY | MILWAUKEE | WI | 52309 | 391762211 | 501(C)(1) | $0 | $45,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| HOLY ROSARY FCU | |||||||||
| 533 CAMPBELL STREET | KANSAS CITY | MO | 641061274 | 440532281 | 501(C)(1) | $0 | $75,000 | BUILD AND SAVE SUBGRANT AWARDS-2025 | |
| ILLINOIS CREDIT UNION LEAGUE | |||||||||
| 1807 W DIEHL RD | NAPERVILLE | IL | 60563 | 361255150 | 501(C)(1) | $0 | $25,000 | CU SYSTEM PARTNERS PYMT 1 OF 2 - CCIA | |
| IOWA CREDIT UNION LEAGUE | |||||||||
| 7745 OFFICE PLAZA DRIVE NSUITE 170 | WEST DES MOINES | IA | 50266 | 830494970 | 501(C)(1) | $0 | $25,000 | CU SYSTEM PARTNERS PYMT 1 OF 2 - CCIA | |
| KENTUCKY CREDIT UNION LEAGUE | |||||||||
| 5111 COMMERCE CROSSINGS DRIVE SUITE | LOUISVILLE | KY | 40229 | 610391408 | 501(C)(1) | $0 | $25,000 | CU SYSTEM PARTNERS PYMT 1 OF 2 - CCIA | 130 |
| LATINO COMMUNITY CU | |||||||||
| 100 W MORGAN STREET | DURHAM | NC | 27701 | 562180770 | 501(C)(1) | $0 | $75,000 | INCLUSIV - BUILD AND SAVE SUBGRANT 2025 | |
| LIGHT COMMERCE CREDIT UNION | |||||||||
| 11235 CROWN PARK DRIVEP PO BOX | HOUSTON | TX | 77067 | 030505731 | 501(C)(1) | $0 | $65,000 | NEW MAJORITY GROWTH- ERP PROGRAM | 670494 |
| LOUISIANA CREDIT UNION LEAGUE | |||||||||
| 824 ELMWOOD PARK BLVD SUITE 200 | HARAHAN | LA | 70123 | 720909972 | 501(C)(1) | $0 | $25,000 | CU SYSTEM PARTNERS PYMT 1 OF 2 - CCIA | |
| MARISOL FEDERAL CREDIT UNION | |||||||||
| PO BOX 20525 | PHOENIX | AZ | 85036 | 860125352 | 501(C)(1) | $0 | $50,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| MARISOL FEDERAL CREDIT UNION | |||||||||
| PO BOX 20525 | PHOENIX | AZ | 85036 | 860125352 | 501(C)(1) | $0 | $60,000 | INCLUSIV - BUILD AND SAVE SUBGRANT 2025 | |
| MECU OF BALTIMORE INC | |||||||||
| ONE SOUTH STREET | BALTIMORE | MD | 21202 | 520284053 | 501(C)(1) | $0 | $150,000 | BUILD AND SAVE SUBGRANT AWARDS-2025 | |
| MEMBERS CREDIT UNION | |||||||||
| 612 BEDFORD STREET | STAMFORD | CT | 06901 | 060655033 | 501(C)(1) | $0 | $75,000 | INCLUSIV - BUILD AND SAVE SUBGRANT 2025 | |
| MEMBERS FIRST CREDIT UNION | |||||||||
| PO BOX 2165600W WACKERLY ST | MIDLAND | ME | 48641 | 381489454 | 501(C)(1) | $0 | $75,000 | INCLUSIV - BUILD AND SAVE SUBGRANT 2025 | |
| MEMPHIS MUNICIPAL EMPLOYEES FCU | |||||||||
| 577 DR M L KING JR AVENUE | MEMPHIS | TN | 38127 | 620692893 | 501(C)(1) | $0 | $50,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| MICHIGAN CREDIT UNION FOUNDATION | |||||||||
| PO BOX 190 | ROYAL OAK | ME | 48067 | 386066911 | 501(C)(1) | $0 | $25,000 | CU SYSTEM PARTNERS PYMT 1 OF 2 - CCIA | |
| MID ISLAND FEDERAL CU | |||||||||
| 4366 PETERS REST | CHRISTIANSTED | VI | 00820 | 660388304 | 501(C)(1) | $0 | $60,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| MID ISLAND FEDERAL CU | |||||||||
| 4366 PETERS REST | CHRISTIANSTED | VI | 00820 | 660388304 | 501(C)(1) | $0 | $10,000 | FHLB SMALL BUS SUBGRANT | |
| MINNESOTA CREDIT UNION NETWORK INC | |||||||||
| 555 WABASHA STREET NORTH 200 | ST PAUL | MN | 55102 | 410417120 | 501(C)(1) | $0 | $25,000 | CU SYSTEM PARTNERS PYMT 1 OF 2 - CCIA | |
| MUTUAL SECURITY CREDIT UNION INC | |||||||||
| 1000 BRIDGEPORT AVENUE SUITE 503 | SHELTON | CT | 06484 | 060701899 | 501(C)(1) | $0 | $75,000 | BUILD & SAVE MATCHED SAVINGS INITIATIVE | |
| NATIONAL ASSOCIATION OF LATINO CREDIT UNIONS & PRO | |||||||||
| 2211 N BEDELL AVE | DEL RIO | TX | 78840 | 852401744 | 501(C)(1) | $0 | $25,000 | CU SYSTEM PARTNERS PYMT 1 OF 2 - CCIA | |
| NEW COMMUNITY FCU | |||||||||
| 274 S ORANGE AVENUE | NEWARK | NJ | 071032419 | 222561525 | 501(C)(1) | $0 | $30,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| NEW YORK CREDIT UNION ASSOCIATION INC | |||||||||
| PO BOX 15118 | ALBANY | NY | 122125118 | 135582889 | 501(C)(1) | $0 | $25,000 | CU SYSTEM PARTNERS PYMT 1 OF 2 - CCIA | |
| NEW YORK EPISCOPAL FEDERAL CREDIT UNION | |||||||||
| 1047 AMSTERDAM AVENUE SUITE 118 | NEW YORK | NY | 10025 | 884411974 | 501(C)(1) | $0 | $60,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| NEW YORK UNIVERSITY FEDERAL CREDIT UNION | |||||||||
| 726 BROADWAY STE 110 | NYC | NY | 10003 | 133147950 | 501(C)(1) | $0 | $35,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| NUVISTA FCU | |||||||||
| 2711 COMMERICAL WAY | MONTROSE | CO | 81401 | 840564373 | 501(C)(1) | $0 | $56,625 | INCLUSIV - BUILD AND SAVE SUBGRANT 2025 | |
| PARK MANOR CHRISTIAN CHURCH CU | |||||||||
| 1556 EAST PARK SHORE EAST COURT | CHICAGO | IL | 606191827 | 453551830 | 501(C)(1) | $0 | $65,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| PEOPLES ADVANTAGE FEDERAL CREDIT UNION | |||||||||
| 110 WAGNER RD | PETERSBURG | VA | 23805 | 540829568 | 501(C)(1) | $0 | $75,000 | BUILD AND SAVE SUBGRANT AWARDS-2025 | |
| PRIME FINANCIAL CREDIT UNION | |||||||||
| 5656 S PACKARD AVE | CUDAHY | WI | 53110 | 390477300 | 501(C)(1) | $0 | $75,000 | BUILD AND SAVE SUBGRANT AWARDS-2025 | |
| SHILOH ENGLEWOOD FCU | |||||||||
| 7058 S RACINE AVENUE | CHICAGO | IL | 60636 | 362608864 | 501(C)(1) | $0 | $65,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| SIXTH AVENUE BAPTIST FCU | |||||||||
| 1101 MARTIN LUTHER KING JR DR SW | BIRMINGHAM | AL | 35211 | 630682445 | 501(C)(1) | $0 | $70,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| SOUTH SIDE COMMUNITY FCU | |||||||||
| 5401 SOUTH WENTWORTH AVE 25 SUITE | CHICAGO | IL | 60609 | 061707639 | 501(C)(1) | $0 | $50,000 | NEW MAJORITY GROWTH- ERP PROGRAM | 19E |
| SOUTHWEST LOUISIANA CREDIT UNION | |||||||||
| 2255 E MCNEESA STREET | LAKE CHARLES | LA | 70607 | 720454922 | 501(C)(1) | $0 | $75,000 | BUILD AND SAVE SUBGRANT AWARDS-2025 | |
| ST HELENA PARISH CREDIT UNION | |||||||||
| 1425 W 112TH STD | CHICAGO | IL | 60628 | 363326218 | 501(C)(1) | $0 | $30,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| ST MARKS CU | |||||||||
| 8441 S LAWRENCE AVE | CHICAGO | IL | 60619 | 362167731 | 501(C)(1) | $0 | $30,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| ST LOUIS COMMUNITY CU | |||||||||
| 3651 FOREST PARK AVE | ST LOUIS | MO | 63108 | 430616804 | 501(C)(1) | $0 | $500,000 | ELIMINATING RACIAL WEALTH DIVIDE PROG. 25-26 | |
| SYRACUSE COOPERATIVE FCU | |||||||||
| 723 WESTCOTT ST | SYRACUSE | NY | 13210 | 222395897 | 501(C)(1) | $0 | $75,000 | INCLUSIV - BUILD AND SAVE SUBGRANT 2025 | |
| T E A FEDERAL CREDIT UNION | |||||||||
| 7220 MAIN STREET PO BOX 3380 | HOUMA | LA | 70360 | 720743052 | 501(C)(1) | $0 | $60,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| TOLEDO URBAN FCU | |||||||||
| 1441 DORR STREET | TOLEDO | OH | 43607 | 341769460 | 501(C)(1) | $0 | $75,000 | INCLUSIV - BUILD AND SAVE SUBGRANT 2025 | |
| TONGASS FCU | |||||||||
| 2000 TONGASS AVE | KETCHIKAN | AK | 99901 | 926003080 | 501(C)(1) | $0 | $75,000 | INCLUSIV - BUILD AND SAVE SUBGRANT 2025 | |
| TRAVIS CREDIT UNION | |||||||||
| ONE TRAVIS WAY | VACAVILLE | CA | 95687 | 824159040 | 501(C)(1) | $0 | $75,000 | BUILD AND SAVE SUBGRANT AWARDS-2025 | |
| UNITUS COMMUNITY CREDIT UNION | |||||||||
| PO BOX 1937 | PORTLAND | OR | 97207 | 930243503 | 501(C)(1) | $0 | $200,000 | BUILD AND SAVE MATCHED SAVINGS INITIATIVE | |
| UNITY OF EATONVILLE FCU | |||||||||
| 681 BROADOAK LOOP | SANFORD | FL | 32771 | 874291341 | 501(C)(1) | $0 | $70,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| URBAN BEGINNINGS CHOICE FCU | |||||||||
| 1830 WAYNE TRACE SUITE 204 | FORY WAYNE | IN | 46809 | 922414224 | 501(C)(1) | $0 | $50,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| URBAN UPBOUND FCU | |||||||||
| 12-11 40TH AVENUE | LONG ISLAND CITY | NY | 11101 | 010954826 | 501(C)(1) | $0 | $50,000 | NEW MAJORITY GROWTH- ERP PROGRAM | |
| USC CREDIT UNION | |||||||||
| 3720 S FLOWERS STREET | LOS ANGELES | CA | 90007 | 954110181 | 501(C)(1) | $0 | $75,000 | BUILD AND SAVE SUBGRANT AWARDS-2025 | |
| VANTAGE WEST CREDIT UNION | |||||||||
| 2480 N ARCADE AVENUE | TUCSON | AZ | 85712 | 860120482 | 501(C)(1) | $0 | $75,000 | INCLUSIV - BUILD AND SAVE SUBGRANT 2025 | |
| VITELCO EMPLOYEES FCU | |||||||||
| PO BOX 303920 | SAINT THOMAS | VI | 00803 | 660405492 | 501(C)(1) | $0 | $10,000 | FHLB SMALL BUS. GRANT AWARD | |
| WASHINGTON STATE EMPLOYEES CREDIT UNION | |||||||||
| 330 UNION AVENUE SE | OLYMPIA | WA | 98501 | 910683062 | 501(C)(1) | $0 | $75,000 | GRANT FOR THE BUILD AND SAVE MATCHED SAVINGS INITI | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 76 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ASSISTANCE AGREEMENTS ARE EXECUTED WITH RECIPIENT ORGANIZATIONS. THE AGREEMENTS REQUIRE PERIODIC REPORTING AND, TYPICALLY, MILESTONE ACHIEVEMENTS FOR DISBURSEMENT OF FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CATHLEEN MAHON | ||||||||||||||
| PRESIDENT/CEO | $327,758 | $0 | $0 | $0 | $0 | $0 | $16,375 | $0 | $1,350 | $0 | $345,483 | $0 | $0 | $0 |
| PABLO DEFILIPPI | ||||||||||||||
| SVP NETWORK DEVELOPMENT | $252,089 | $0 | $0 | $0 | $0 | $0 | $11,035 | $0 | $790 | $0 | $263,914 | $0 | $0 | $0 |
| PAMELA OWENS | ||||||||||||||
| VICE PRESIDENT | $225,380 | $0 | $0 | $0 | $0 | $0 | $6,613 | $0 | $8,599 | $0 | $240,592 | $0 | $0 | $0 |
| NEDA ARABSHAHI | ||||||||||||||
| EVP RESILIENCY & CLEAN ENERGY | $212,963 | $0 | $0 | $0 | $0 | $0 | $10,850 | $0 | $8,599 | $0 | $232,412 | $0 | $0 | $0 |
| EBEN SHEAFFER THRU 092025 | ||||||||||||||
| CFO/CIO | $213,992 | $0 | $0 | $0 | $0 | $0 | $10,949 | $0 | $311 | $0 | $225,252 | $0 | $0 | $0 |
| SILVIA RINCON | ||||||||||||||
| COO | $201,503 | $0 | $0 | $0 | $0 | $0 | $10,500 | $0 | $4,939 | $0 | $216,942 | $0 | $0 | $0 |
| IAN FORSTER | ||||||||||||||
| GENERAL COUNSEL | $197,346 | $0 | $0 | $0 | $0 | $0 | $10,000 | $0 | $4,939 | $0 | $212,285 | $0 | $0 | $0 |
| ALEXIS IWANISZIW | ||||||||||||||
| SVP POLICY & COMMUNICATION | $187,092 | $0 | $0 | $0 | $0 | $0 | $9,500 | $0 | $8,599 | $0 | $205,191 | $0 | $0 | $0 |
| MING KYUNG CATHI KIM | ||||||||||||||
| SVP, CAPITAL, INVESTMENTS, | $181,572 | $0 | $0 | $0 | $0 | $0 | $9,250 | $0 | $8,599 | $0 | $199,421 | $0 | $0 | $0 |
| ROBIN HOLLIS AS OF 71625 | ||||||||||||||
| VP, MEMBER SERVICES | $160,971 | $0 | $0 | $0 | $0 | $0 | $5,867 | $0 | $23,463 | $0 | $190,301 | $0 | $0 | $0 |
| LILY TRAN | ||||||||||||||
| CFO FKA VP OF FINANCE | $170,151 | $0 | $0 | $0 | $0 | $0 | $8,632 | $0 | $11,404 | $0 | $190,187 | $0 | $0 | $0 |
| ANDREA LALLY AS OF 71625 | ||||||||||||||
| VP, NETWORK GROWTH | $152,881 | $0 | $0 | $0 | $0 | $0 | $8,000 | $0 | $15,159 | $0 | $176,040 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTANT. THE BOARD IS MADE UP OF 15 MEMBERS AND INCLUDES A DESIGNATED FINANCE COMMITTEE WITHIN THESE MEMBERS. IT IS A PRACTICE OF THE ORGANIZATION TO SEND THE FINANCE COMMITTEE THE TAX RETURN TO REVIEW BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS ARE REQUIRED ANNUALLY TO COMPLETE AND SIGN A CONFLICT OF INTEREST POLICY DISCLOSURE FORM, WHICH IS THEN REVIEWED BY THE BOARD OF DIRECTORS EACH YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15A | OFFICERS AND MANAGEMENT OFFICIALS COMPENSATION IS DETERMINED BY BOARD COMMITTEE IN CONJUNCTION WITH INDEPENDENT COMPENSATION SURVEYS. THERE IS A DEDICATED BOARD COMMITTEE THAT DETERMINES THE CEO COMPENSATION AND THAT COMMITTEE TESTS THE LABOR MARKET FOR COMPARABLE COMPENSATION BY USING INDEPENDENT SURVEY DATA. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| CDCU MORTGAGE CENTER LLC | |||||||||
| 39 BROADWAY SUITE 2140 | NEW YORK | NY | 10006 | 260379173 | PURCHASING MORTGAGES FROM MEMBER CREDIT UNIONS | NY | $1,555,876 | $30,764,167 | NATIONAL FEDERATION OF COMMUNITY DEVELOPMENT CREDIT UNION |
| INCLUSIV SECONDARY CAPITAL MANAGER LLC | |||||||||
| 39 BROADWAY SUITE 2140 | NEW YORK | NY | 10006 | 843204469 | MANAGING MEMBER OF FUND - SECONDARY CAPITAL LOANS | NY | $0 | $346,514 | NATIONAL FEDERATION OF COMMUNITY DEVELOPMENT CREDIT UNION |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INCLUSIV SECONDARY CAPITAL FUND LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 BROADWAY SUITE 2140 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843222362 | EIN |
| Primary Activities | NATIONAL FEDERATION OF COMMUNITY DEVELOPMENT CREDIT UNION | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INCLUSIV SECONDARY CAPITAL MANAGER LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | LOAN INCOME | PredominantIncomeTypeTxt |
| Share Of Total Income | $175,946 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $22,552,954 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.16670 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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