2026-08-14T11:57:52-05:00 2025-09-30 463462919 KKAJ LLP 27200 TOURNEY ROAD STE 475 VALENCIA CA 91355 990 2024-10-01 272790053 SO CAL CDC SOCA 8186387001 27201 TOURNEY RD STE 201 C200 VALENCIA CA 91355 PAOLA MACCHIAVELLO SECRETARY 6615844797 2026-08-13 1 1 EVAN FAUCETTE CPA P01318684 6617054222 2026-08-13 2024 2025-03-06 01:10:19Z PAOLA MACCHIAVELLO 15455 SAN FERNANDO MISSION BLVD STE C200 MISSION HILLS CA 91345 1200954 0 X WWW.SOCALCDC.COM X 2010 CA SO CAL CDC IS A CERTIFIED DEVELOPMENT COMPANY WITH THE U.S. SMALL BUSINESS ADMINISTRATION. THE ORGANIZATION SPECIALIZES IN BELOW MARKET, FIXED RATE FINANCING FOR COMMERCIAL AND INDUSTRIAL PROJECTS THROUGH THE SBA 504 LOAN PROGRAM. SO CAL CDC ASSISTS SMALL BUSINESSES TO RECEIVE THE OPPORTUNITY OF FINANCING THEIR EXPANSION PROJECTS WITH ATTRACTIVE RATES AND TERMS. THE FINANCING CAN BE USED FOR THE PURCHASE AND/OR DEVELOPMENT OF LAND AND BUILDING FOR BUSINESS PURPOSES. 9 9 9 0 0 0 0 0 1106534 1200945 16 9 0 0 1106550 1200954 0 0 0 0 931658 1030264 0 0 0 260853 227612 1192511 1257876 -85961 -56922 220300 166602 7351 10575 212949 156027 X SO CAL CDC IS A CERTIFIED DEVELOPMENT COMPANY WITH THE UNITED STATES SMALL BUSINESS ADMINISTRATION. THE ORGANIZATION SPECIALIZES IN BELOW MARKET, FIXED RATE FINANCING FOR COMMERCIAL AND INDUSTRIAL PROJECTS THROUGH THE SBA 504 LOAN PROGRAMS. SO CAL CDC ASSISTS SMALL BUSINESSES TO RECEIVE THE OPPORTUNITY OF FINANCING THEIR EXPANSION PROJECTS WITH ATTRACTIVE RATES AND TERMS. THE FINANCING CAN BE USED FOR THE PURCHASE AND/OR DEVELOPMENT OF LAND AND BUILDING FOR OWNER OCCUPIED BUSINESS PURPOSES. 0 0 1130644 1200945 THE ORGANIZATION SUCCESSFULLY ASSISTED SMALL BUSINESSES IN OBTAINING FUNDING FOR THEIR EXPANSION PROJECTS. 1130644 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 CA X SO CAL CDC 8186387001 15455 SAN FERNANDO MISSION STE C200 MISSION HILLS CA 91345 MARTIN RODRIGUEZ DIRECTOR 5.00 X X 0 0 0 JONATHAN LOPEZ DIRECTOR 5.00 X X 0 0 0 RENE CERVANTES DIRECTOR 5.00 X X 0 0 0 OSCAR MONTEAGUDO CHAIRMAN 5.00 X X 0 0 0 SCOTT WENRICH DIRECTOR 5.00 X X 0 0 0 ROY JASSO SECRETARY 5.00 X X 0 0 0 ALEX EBKARIAN DIRECTOR 5.00 X X 0 0 0 FRANCISCO NAVAS DIRECTOR 5.00 X X 0 0 0 SILVERIO ROBLEDO PRESIDENT 40.00 X 170254 0 0 PAOLA MACCHIAVELLO SECRETARY 40.00 X 146690 0 0 316944 0 0 2 0 1 0 0 PROGRAM SERVICE FEES 522100 762030 762030 OTHER PROGRAM SERVICE 522100 409513 409513 PROCESSING FEES 522100 25997 25997 CLOSING COSTS 522100 3405 3405 1200945 9 9 1200954 1200945 0 9 367083 330375 36708 663181 596863 66318 16679 15011 1668 71651 64486 7165 35736 35736 398 398 2946 2946 12203 12203 DUES 21946 21946 PROCESSING EXPENSES 19730 19730 MARKETING 14939 14939 OUTSIDE SERVICES 14436 7218 7218 16948 12137 4811 1257876 1130644 127232 0 32675 46097 181490 117316 30233 27044 6135 3189 220300 166602 7351 10575 7351 10575 X 212949 156027 212949 156027 220300 166602 -56922 0 X 0 0 0 X 1159094 1265639 1336098 1106534 1200945 6068310 1159094 1265639 1336098 1106534 1200945 6068310 0 0 0 6068310 20 10 91 16 9 146 20 10 91 16 9 146 1159114 1265649 1336189 1106550 1200954 6068456 1.00000 1.00000 0.00000 X 30233 27044 3189 3189 X 1200954 0 1200954 0 1200954 1257876 0 1257876 0 1257876 PART X, LINE 2: MANAGEMENT ESTIMATES THAT NO TAX POSITIONS TAKEN BY THE COMPANY WOULD BE ADJUSTED BY TAXING AUTHORITIES UNDER EXAMINATION. THE COMPANY'S TAX RETURNS ARE STILL SUBJECT TO EXAMINATION BY VARIOUS TAX AUTHORITIES FOR TAX YEARS ENDING ON OR AFTER SEPTEMBER 30, 2021. X X 0 0 0 0 0 0 0 0 0 SILVERIO ROBLEDO PRESIDENT 170254 0 0 0 0 0 0 0 0 0 170254 0 0 0 PAOLA MACCHIAVELLO SECRETARY 146690 0 0 0 0 0 0 0 0 0 146690 0 0 0 PART I, LINE 3 MEMBERS OF THE BOARD OF DIRECTORS REVIEW COMPENSATION AMOUNTS, TAKING INTO CONSIDERATION WORK PERFORMED AND COMPARABLE INDUSTRY SALARIES. FORM 990, PART VI, SECTION B, LINE 11B OFFICERS OF THE COMPANY REVIEW THE RETURN PRIOR TO FILING FORM 990, PART VI, SECTION B, LINE 12C ANY POTENTIAL OR KNOWN CONFLICTS OF INTEREST ARE DISCUSSED IN BOARD MEETINGS AS THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15A MEMBERS OF THE BOARD OF DIRECTORS REVIEW COMPENSATION AMOUNTS, TAKING INTO CONSIDERATION WORK PERFORMED AND COMPARABLE INDUSTRY SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.