2026-05-01T11:01:23-05:00 2025-12-31 132781641 MITCHELL & TITUS LLP 80 PINE STREET NEW YORK NY 10005 990 2025-01-01 205189202 OPPORTUNITY FINANCE NETWORK OPPO 2025732123 901 D STREET SW SUITE 1050 WASHINGTON DC 20024 KEVIN FRYATT EVP, CHIEF FINANCIAL OFFICER 2025732123 2026-05-01 1 ERIC HARRISON P01916785 2157654600 2026-05-01 2025 2025-03-06 01:10:19Z X KEVIN FRYATT 901 D STREET SW SUITE 1050 WASHINGTON DC 20024 139737347 0 X WWW.OFN.ORG X 2006 PA OPPORTUNITY FINANCE NETWORK'S (OFN) MISSION IS TO LEAD COMMUNITY DEVELOPMENT FINANCIALINSTITUTIONS (CDFIS) AND THEIR PARTNERS TO ENSURE THAT LOW-INCOME, LOW-WEALTH, AND OTHER DISINVESTED PEOPLE AND COMMUNITIES HAVE ACCESS TO AFFORDABLE, RESPONSIBLE FINANCIAL PRODUCTS AND SERVICES. OFN IS A NATIONAL LEADERSHIP NETWORK OF MORE THAN 450+CDFIS, INCLUDING COMMUNITY BANKS, CREDIT UNIONS, VENTURE FUNDS, AND LOAN FUNDS. OFN, THROUGH ITS MEMBERS, INVESTS IN LOW-INCOME AND UNDERSERVED RURAL, URBAN, AND NATIVE AMERICAN COMMUNITIES ACROSS ALL 50 STATES IN AMERICA; PROVIDING AFFORDABLE, RESPONSIBLE CREDIT THAT FINANCES COMMUNITY BUSINESSES, SPARKS JOB GROWTH IN THE AREAS THAT NEED IT MOST, AND DELIVERS BOTH SOUND FINANCIAL RETURNS AND REAL CHANGES FOR PEOPLE AND COMMUNITIES. OFN'S PROGRAM SERVICE OFFERINGS INCLUDE PROVIDING FINANCIAL PRODUCTS AND SERVICES FOR CDFIS, INCREASING THE STRENGTH AND CAPACITY OF THE CDFI INDUSTRY, AND AMPLIFYING THE VOICE OF THE INDUSTRY. 14 13 95 0 0 0 2301598149 25493544 27588449 110218591 4598691 4025212 0 0 2333785289 139737347 14800000 2865000 0 0 10302658 13508621 0 0 890241 15852993 16708701 40955651 33082322 2292829638 106655025 2624374128 2739933864 198614523 209174589 2425759605 2530759275 X OFN'S MISSION IS TO LEAD CDFIS AND THEIR PARTNERS TO ENSURE THAT LOW-INCOME, LOW-WEALTH, AND OTHER UNDERSERVED PEOPLE AND COMMUNITIES HAVE ACCESS TO AFFORDABLE, RESPONSIBLE FINANCIAL PRODUCTS AND SERVICES. 0 0 8644453 2865000 10382146 MONEY: OFN IS ONE OF THE COUNTRY'S LARGEST INVESTORS IN CDFIS, EXPANDING ACCESS TO RESPONSIBLE, AFFORDABLE CAPITAL ACROSS THE COUNTRY. THE MONEY ASPECT OF OFN'S WORK INCLUDES THE FOLLOWING ACTIVITIES WHICH BENEFIT LOW-INCOME AND LOW-WEALTH COMMUNITIES THROUGHOUT THE U.S: OFN'SFINANCING FUND (ON-BALANCE-SHEET LENDING AND INVESTING IN CDFIS); FUND MANAGEMENT SERVICES (FEE-BASED BUSINESS PROVIDING CDFI FUND MANAGEMENT AND ASSET MANAGEMENT SERVICES TO THIRD PARTY INVESTORS); AND CDFI BOND GUARANTEE PROGRAM BOND ISSUANCE AND ADMINISTRATIVE SERVICES. IN 2025, OFN CLOSED A $100 MILLION BOND THROUGH THE CDFI FUND'S BOND GUARANTEE PROGRAM, RAISED AN ADDITIONAL $81.2 MILLION IN TOTAL CAPITAL, AND BUILT A STRONG PIPELINE OF STRATEGIC PARTNERSHIPS TO SUPPORT DEPLOYMENT TO CDFIS IN THE YEARS AHEAD. OFN NOW MANAGES OVER $1 BILLION IN TOTAL ASSETS, SOLIFYING OUR POSITION AS ONE THE COUNTRY'S LEADEING INVESTMENT INTERMEDIARIES IN THE COMMUNITY DEVELOPMENT FINANCE INDUSTRY. 8650163 0 6576771 STRENGTH: OFN IS THE LEADING CONVENER, CAPACITY BUILDER, AND THOUGHT LEADER IN COMMUNITY DEVELOPMENT FINANCE. OFN STRENGTHENS THE CDFI INDUSTRY BY PROVIDING PEER LEARNING OPPORTUNITIES, RESEARCH, NETWORKING PLATFORMS, AND SIGNATURE ANNUAL EVENTS (E.G. THE OFN CONFERENCE AND SMALL BUSINESS FINANCE FORUM) FOR CDFI PRACTITIONERS, PARTNERS, AND INVESTORS. IN 2025, OFN LAUNCHED A NEW SERIES OF PRACTITIONER-FOCUSED CONVENINGS IN MARKETING COMMUNICATIONS AND HUMAN CAPITAL.TO SUPPORT THE PROFESSIONAL DEVELOPMENT AND GROWTH OF CDFI INDUSTRY PROFESSIONALS, IN 2025 OFN LAUNCHED THE CAREER MEETS PURPOSE HUB, ONE IMPORTANT COMPONENT OF THE ORGANIZATION'S STRATEGIC SUPPORT FOR THE CDFI WORKFORCE THROUGH THE CAREER MEETS PURPOSE INITIATIVE. OFN REPORTS, SURVEYS, AND OTHER PUBLICATIONS PROVIDE VALUABLE DATA AND INSIGHT ON THE CDFI INDUSTRY AND, IN 2025, OFN CONTINUED TO PUBLISH FEATURED REPORTS LIKE THE 27TH EDITION OF THE SIDE BY SIDE CHARTBOOK AND MEMBER SURVEY ALONGSIDE NEW PUBLICATIONS INCLUDING THE INSIGHT BRIEFING ON DONOR-ADVISED FUNDS AND CDFIS, SECTOR TRENDS IN OFN MEMBER LOAN FUND LENDING, AND THE IMPACT OF CDFI FUND FINANCIAL ASSISTANCE AWARDS. THESE NEW OFFERINGS COMPLEMENT OFN'S RANGE OF IN-PERSON AND ONLINE TRAININGS AND OFN'S ANNUAL CONFERENCE, WHICH BROUGHT TOGETHER 2,100 ATTENDEES REPRESENTING 46 STATES AND TERRITORIES FOR MORE THAN 130 BREAKOUT SESSIONS AND MAINSTAGE DISCUSSIONS. 2486399 0 0 VOICE: ACROSS MULTIPLE CHANNELS AND AUDIENCES, OFN'S POLICY ADVOCACY AND STRATEGIC COMMUNICATIONS DRIVE THE MESSAGE THAT CDFI INVESTMENTS TRANSFORM COMMUNITIES AND CHANGE LIVES, AMPLIFYING THE CDFI MESSAGE, DEEPENING SUPPORT FOR COMMUNITY DEVELOPMENT FINANCE, AND INCREASING RESOURCES FOR CDFIS. IN 2025, OFN WAS INSTRUMENTAL IN SECURING A LEVEL $324 MILLION APPROPRIATION FOR THE CDFI FUND, LEADING MORE THAN 300 HILL VISITS THAT MOBILIZED AND DEEPENED BIPARTISAN SUPPORT FOR COMMUNITY DEVELOPMENT FINANCE, AND WORKING WITH OUTLETS INCLUDING THE NEW YORK TIMES, THE WALL STREET JOURNAL, AND POLITICO TO TELL THE STORY OF THE IMPACT AND IMPORTANCE OF CDFIS. 2590953 0 93259674 OTHER 2590953 0 93259674 22371968 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 71 0 1 95 1 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA AK AL AR AZ CA CO CT DC FL GA HI IL KS KY MA MD ME MI MS MN MO NC ND NJ NH NM NV NY OH OK OR RI SC TN UT VA WA WI WV X KEVIN FRYATT 2025732123 901 D STREET SW SUITE 1050 WASHINGTON DC 20024 AISHA BENSON BOARD CHAIR 2.00 0.00 X X 0 0 0 MARTINA EDWARDS BOARD MEMBER 2.00 0.00 X 0 0 0 HENRY JIMENEZ BOARD VICE CHAIR 2.00 0.00 X X 0 0 0 TED PICCOLO BOARD MEMBER 2.00 0.00 X 0 0 0 SARA RAZAVI BOARD MEMBER UNTIL 10/25 2.00 0.00 X 0 0 0 CHRISTINA TRAVERS BOARD TREASURER 2.00 0.00 X X 0 0 0 HAROLD PETTIGREW PRESIDENT & CEO 40.00 0.00 X X 418456 0 14609 SKYA DUCHENEAUX BOARD MEMBER 2.00 0.00 X 0 0 0 JOHN HOLDSCLAW IV BOARD MEMBER 2.00 0.00 X 0 0 0 ARIEL MEYERSTEIN BOARD MEMBER 2.00 0.00 X 0 0 0 NELLY ROJAS-MORENO BOARD MEMBER 2.00 0.00 X 0 0 0 ARLO WASHINGTON BOARD MEMBER 2.00 0.00 X 0 0 0 DEMARIO GREENE BOARD MEMBER SINCE 10/25 2.00 0.00 X 0 0 0 TITI IKHILE BOARD MEMBER SINCE 10/25 2.00 0.00 X 0 0 0 CHUCK WALL BOARD MEMBER SINCE 10/25 2.00 0.00 X 0 0 0 AMBER KUCHAR BELL EVP, CHIEF PROGRAMS OFFICER 40.00 0.00 X 271603 0 31841 SHAKEYDA DANIELS SVP, FINANCIAL SERVICES 40.00 0.00 X 195073 0 14372 DAFINA WILLIAMS EVP, CHIEF PUBLIC POLICY OFFICER 40.00 0.00 X 265540 0 23152 MARY WRIGHT SVP, FINANCIAL SERVICES 40.00 0.00 X 212069 0 9790 SETH JULYAN EVP, CHIEF NETWORK OFFICER 40.00 0.00 X 266541 0 22614 KEVIN FRYATT EVP, CHIEF FINANCIAL OFFICER 40.00 0.00 X 328652 0 27281 BRENDON MILLER EVP, CHIEF OF STAFF & HEAD OF COMMUNICATIONS 40.00 0.00 X 283010 0 11718 JESSEL AMIN EVP, CHIEF INVESTMENT OFFI 40.00 0.00 X 324139 0 28971 REGINA ROSS EVP, CHIEF PEOPLE & OPERATIONS OFFICER 40.00 0.00 X 364594 0 18811 ANTHONY BERKLEY EVP, CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 273186 0 25518 ADRIENNE SMITH SVP, RESEARCH 40.00 0.00 X 190917 0 7666 TAMARA FRYE SVP, HUMAN RESOURCES 40.00 0.00 X 180464 0 18451 SINDHU LAKSHMANAN SVP, DEVELOPMENT SER 40.00 0.00 X 181937 0 13498 MOHAMMAD HOURANI SVP, FINANCE AND ACCOUNTING 40.00 0.00 X 234329 0 23474 ABHILASH RAJAN SVP, INFORMATION TECHNOLOGY AND FACILITIES ADMINIS 40.00 0.00 X 200792 0 8844 MARY SCOTT BALYS VP, PUBLIC POLICY 40.00 0.00 X 177101 0 13654 BIANCA PRADE SINCE 625 SVP, STRATEGIC COMMUNICATIONS 40.00 0.00 X 121564 0 23 DAMAYANTI HALDER SVP, DATA 40.00 0.00 X 166585 0 1435 ANTHONY WILDER PUZZUOLI SVP, MEMBERSHIP 40.00 0.00 X 175049 0 11688 CONSTANCE SAMUELS SVP, EVENTS SINCE 04/25 40.00 0.00 X 135033 0 4664 4966634 0 332074 21 0 1 0 WINSTON & 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135639533 282801 47612 330413 135309120 4428228 4428228 139737348 30545590 47614 47614 30497976 2584346 2584346 33082322 PART X, LINE 2: INCOME TAXES: THE ORGANIZATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ORGANIZATION QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THE ORGANIZATION HAD NO SIGNIFICANT NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT OF THE FINANCIAL STATEMENTS. CONSEQUENTLY, NO ACCRUAL FOR INTEREST AND PENALTIES WAS DEEMED NECESSARY FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024. THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL AND STATE JURISDICTIONS. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO TAX EXAMINATION BY THE U.S. FEDERAL OR STATE TAX AUTHORITIES FOR YEARS BEFORE 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSES 2,584,346. PROVISION FOR LOAN LOSSES 1,843,882. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSES 2,584,346. 1 AMPAC BUSINESS CAPITAL 3110 B INLAND EMPIRE BLVD ONTARIO CA 91764 753192344 501C3 150000 0 OPERATING GRANT ATLANTA NEIGHBORHOOD DEVELOPMENT PARTNERSHIP 229 PEACHTREE STREET NORTHEAST SUITE 800 ATLANTA GA 30303 581946632 501C3 150000 0 OPERATING GRANT CINCINNATI DEVELOPMENT FUND INC 1818 RACE STREET SUITE 401 CINCINNATI OH 45202 311256064 501C3 100000 0 OPERATING GRANT COMMUNITY CAPITAL NEW YORK 44 EXECUTIVE BOULEVARD ELMSFORD NY 10523 133544227 501C3 150000 0 OPERATING GRANT COMMUNITY HEALTH CENTER CAPITAL FUND 40 COURT STREET 10TH FLOOR BOSTON MA 02018 043122535 501C3 150000 0 OPERATING GRANT COMMUNITY INVESTMENT COLLABORATIVE 300 PRESTON AVENUE SUITE 206 CHARLOTTESVILLE VA 22902 454105820 501C3 150000 0 OPERATING GRANT DAKOTA RESOURCES 25795 475TH AVENUE SUITE 1 RENNER SD 57055 460442430 501C3 150000 0 OPERATING GRANT FEED THE HUNGER FUND 100 MONTGOMERY ST SAN FRANCISCO CA 94129 262975093 501C3 150000 0 OPERATING GRANT FIRST CHILDREN'S FINANCE 212 THIRD AVENUE NORTH SUITE 310 MINNEAPOLIS MN 55401 411694837 501C3 150000 0 OPERATING GRANT GREAT FALLS DEVELOPMENT AUTHORITY INC 405 3RD STREET NORTHWEST SUITE 203 GREAT FALLS MT 59404 810465605 501C3 150000 0 OPERATING GRANT GROW SOUTH DAKOTA 104 ASH STREET EAST SISSETON SD 57262 562667948 501C3 150000 0 OPERATING GRANT HOME HEADQUARTERS 625 ERIE BLVD WEST SUITE 100 SYRACUSE NY 13204 222982267 501C3 215000 0 OPERATING GRANT NORTHWEST ACCESS FUND PO BOX 55759 SHORELINE WA 98155 912094889 501C3 150000 0 OPERATING GRANT NYCEEC (NEW YORK CITY ENERGY EFFICIENCY CORPORATION) 1359 BROADWAY 19TH FLOOR NEW YORK CITY NY 10018 273731338 501C3 150000 0 OPERATING GRANT RAINIER VALLEY COMMUNITY DEVELOPMENT FUND 6951 MARTIN LUTHER KING JR WAY SOUTH SUITE 225 SEATTLE WA 98118 331030838 501C3 150000 0 OPERATING GRANT REDBUD FINANCIAL ALTERNATIVES INC 825 HIGH ST HAZARD KY 41701 472214397 501C3 150000 0 OPERATING GRANT SABRE FINANCE 1800 INTERNATIONAL PARK DRIVE SUITE 215 BIRMINGHAM AL 35243 465457673 501C3 150000 0 OPERATING GRANT TCHFH LENDING INC 1954 UNIVERSITY AVENUE WEST SAINT PAUL MN 55104 811958719 501C3 150000 0 OPERATING GRANT THE SUNLIGHT LOAN FUND LLC 1621 EAST HENNEPIN AVENUE SUITE 295 MINNEAPOLIS MN 55414 832025163 501C3 150000 0 OPERATING GRANT PART I, LINE 2: OFN MAKES PASS-THROUGH GRANTS TO MEMBER CDFIS FOR CERTAIN OPERATIONAL AND PROGRAMMATIC PURPOSES. OFN ALSO MAKES CERTAIN PASS-THROUGH GRANTS TO CDFIS IN CONJUNCTION WITH ITS INVESTMENTS IN CDFIS, SUPPORTING CDFIS WORK IN LOW-INCOME AND OTHER DISINVESTED COMMUNITIES. X X 0 0 0 0 0 0 0 0 0 HAROLD PETTIGREW PRESIDENT & CEO 418456 0 0 0 0 0 14000 0 609 0 433065 0 0 0 REGINA ROSS EVP, CHIEF PEOPLE & OPERATIONS OFFIC 355594 0 9000 0 0 0 1468 0 17343 0 383405 0 0 0 KEVIN FRYATT EVP, CHIEF FINANCIAL OFFICER 319652 0 9000 0 0 0 6985 0 20296 0 355933 0 0 0 JESSEL AMIN EVP, CHIEF INVESTMENT OFFI 315139 0 9000 0 0 0 6760 0 22211 0 353110 0 0 0 AMBER KUCHAR BELL EVP, CHIEF PROGRAMS OFFICER 262603 0 9000 0 0 0 11252 0 20589 0 303444 0 0 0 ANTHONY BERKLEY EVP, CHIEF DEVELOPMENT OFFICER 264186 0 9000 0 0 0 4929 0 20589 0 298704 0 0 0 BRENDON MILLER EVP, CHIEF OF STAFF & HEAD OF COMMUN 274010 0 9000 0 0 0 10833 0 885 0 294728 0 0 0 SETH JULYAN EVP, CHIEF NETWORK OFFICER 257541 0 9000 0 0 0 10730 0 11884 0 289155 0 0 0 DAFINA WILLIAMS EVP, CHIEF PUBLIC POLICY OFFICER 256540 0 9000 0 0 0 10730 0 12422 0 288692 0 0 0 MOHAMMAD HOURANI SVP, FINANCE AND ACCOUNTING 223829 0 10500 0 0 0 3235 0 20239 0 257803 0 0 0 MARY WRIGHT SVP, FINANCIAL SERVICES 201569 0 10500 0 0 0 8640 0 1150 0 221859 0 0 0 ABHILASH RAJAN SVP, INFORMATION TECHNOLOGY AND FACI 189792 0 11000 0 0 0 2778 0 6066 0 209636 0 0 0 SHAKEYDA DANIELS SVP, FINANCIAL SERVICES 184573 0 10500 0 0 0 7818 0 6554 0 209445 0 0 0 TAMARA FRYE SVP, HUMAN RESOURCES 171964 0 8500 0 0 0 7470 0 10981 0 198915 0 0 0 ADRIENNE SMITH SVP, RESEARCH 185417 0 5500 0 0 0 7596 0 70 0 198583 0 0 0 SINDHU LAKSHMANAN SVP, DEVELOPMENT SER 176437 0 5500 0 0 0 7432 0 6066 0 195435 0 0 0 MARY SCOTT BALYS VP, PUBLIC POLICY 169101 0 8000 0 0 0 7403 0 6251 0 190755 0 0 0 ANTHONY WILDER PUZZUOLI SVP, MEMBERSHIP 169549 0 5500 0 0 0 7066 0 4622 0 186737 0 0 0 DAMAYANTI HALDER SVP, DATA 159835 0 6750 0 0 0 1365 0 70 0 168020 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 OFN IS A MEMBERSHIP ORGANIZATION, AND THE MEMBERSHIP IS OPEN TO NON-GOVERNMENTAL, MISSION-DRIVEN FINANCIAL INSTITUTIONS THAT MEET CERTAIN BASIC QUALIFICATIONS FORM 990, PART VI, SECTION A, LINE 7A PER OFN'S BYLAWS (LAST AMENDED ON OCTOBER 17, 2012), OFN MEMBERS ELECT MEMBERS OF THE BOARD OF DIRECTORS AT AN ANNUAL MEETING, AS THE TERMS OF OFFICE OF EXISTING BOARD MEMBERS EXPIRE OR A SEAT IS OTHERWISE VACATED. IN 2025, THE MEMBERS ELECTED THREE NEW BOARD MEMBERS AND RE-ELECTED ONE INCUMBENT BOARD MEMBER. FORM 990, PART VI, SECTION A, LINE 7B PER OFN'S BYLAWS (LAST AMENDED ON OCTOBER 17, 2012), OFN MEMBERS ELECT CERTAIN SEATS OF THE BOARD OF DIRECTORS AT AN ANNUAL MEETING, AS THE TERMS OF OFFICE OF EXISTING BOARD MEMBERS EXPIRE OR AN ELECTED SEAT IS OTHERWISE VACATED. IN ADDITION, MEMBERS MUST VOTE TO ADOPT NEW BYLAWS OR AMEND OR REPEAL EXISTING BYLAWS. NO NEW BYLAWS WERE CONSIDERED OR ADOPTED IN 2025, NOR WERE ANY BYLAWS PUT FORWARD TO THE MEMBERS FOR AMENDMENT OR REPEAL. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE FORM 990, THE SVP, FINANCE & ACCOUNTING AND THE VP, ACCOUNTING REVIEW THE FORM FOR ACCURACY AND SUBSEQUENTLY FORWARD IT TO THE EVP, CHIEF FINANCIAL OFFICER AND PRESIDENT & CEO FOR REVIEW. FURTHERMORE, THE FORM 990 IS REVIEWED AND APPROVED BY THE BOARD FINANCE & AUDIT COMMITTEE. IN ADDITION, THEORGANIZATION SENDS AN ELECTRONIC COPY OF THE FORM 990 TO ITS BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE BOARD OF DIRECTORS SIGNS A CONFLICT OF INTEREST STATEMENT WHICH DISCLOSES ANY CONFLICTS OF INTEREST AS DEFINED BY OFN'S CONFLICT OF INTEREST POLICY. IF THE BOARD MEMBER (OR ANY RELATED PARTY) IS INVOLVED IN TRANSACTIONS WITH OFN INCLUDING BUT NOT LIMITED TO LOAN AND GRANT APPLICATIONS TO OFN, AND CONSULTING CONTRACTS WITH OFN, THE BOARD MEMBER DISCLOSES THIS IN A SEPARATE STATEMENT. ALL STAFF MUST ALSO ADHERE TO OFN'S CONFLICT OF INTEREST POLICIES AND REPORT POTENTIAL CONFLICTS FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE PRESIDENT & CEO IS GOVERNED BY AN EXECUTIVE EMPLOYMENT AGREEMENT AND DETERMINED THROUGH AN ANNUAL PERFORMANCE REVIEW. OFN'S BOARD CHAIR MANAGES THIS PROCESS BY REVIEWING THE PRESIDENT & CEO'S PERFORMANCE AGAINST SET GOALS. THEY USE A DOCUMENTED PROCESS OF SELF-ASSESSMENT AND PERFORMANCE REVIEW. THESE RESULTS ARE DOCUMENTED FOR THE RECORDS. COMPENSATION FOR OFN SENIOR OFFICERS AND KEY EMPLOYEES IS REVIEWED ON AN ANNUAL BASIS USING AN EXTERNAL MARKET COMPENSATION ANALYSIS WHICH PROVIDES BENCHMARKS FOR DETERMINING APPROPRIATE STAFF COMPENSATION RANGES. 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 FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART IX, LINE 11G OTHER MISC PRGM CONTRACTS-FEES: PROGRAM SERVICE EXPENSES 2,810,831. MANAGEMENT AND GENERAL EXPENSES 906,350. FUNDRAISING EXPENSES 194,350. TOTAL EXPENSES 3,911,531. FORM 990, PART XI, LINE 9: PROVISIONING FOR LOAN LOSS -1,843,882. CASH BALANCE FROM NCCA ENTITY -94,273. NCCA GENERAL PARTNER LLC 123 S BROAD STREET SUITE 1930 PHILADELPHIA PA 19109 113704951 OPERATE AS A GENERAL PARTNER OF OPPORTUNITY FUND III DE 0 94273 OPPORTUNITY FINANCE NETWORK CDFI COMMUNITY INVESTMENT FUND I LLC 123 S BROAD STREET SUITE 1930 PHILADELPHIA PA 19109 352579326 INVESTMENT IN OTHER CDFI ENTITIES DE OPPORTUNITY FINANCE NETWORK EXCLUDED 30409 1312798 0 1 0.09090 GOOD TO GROW CDFI INVESTMENT FUND LLC 123 S BROAD STREET SUITE 1930 PHILADELPHIA PA 19109 364907491 INVESTMENT IN OTHER CDFI ENTITIES DE OPPORTUNITY FINANCE NETWORK EXCLUDED 31250 1261125 0 1 0.05000 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 CDFI COMMUNITY INVESTMENT FUND I LLC L 94500 INDUSTRY STANDARD GOOD TO GROW CDFI INVESTMENT FUND LLC L 125000 INDUSTRY STANDARD