2026-09-14T10:31:13-05:00 2025-12-31 132781641 MITCHELL & TITUS LLP 80 PINE STREET 32ND FL NEW YORK NY 10005 990 2025-01-01 112421972 INCLUSIV INC INCL 2128091850 55 BROADWAY 29TH FLOOR NEW YORK NY 10006 LILY TRAN CFO 2128091850 2026-09-14 1 ERIC HARRISON P01916785 2127094500 2026-09-08 2025 LILY TRAN 55 BROADWAY 29TH FLOOR NEW YORK NY 10006 101317220 0 X WWW.INCLUSIV.ORG X 1974 DC THE MISSION OF INCLUSIV IS TO HELP LOW- AND MODERATE-INCOME PEOPLE AND COMMUNITIES ACHIEVE FINANCIAL INDEPENDENCE THROUGH CREDIT UNIONS. 15 15 69 15 0 0 1890167221 92981930 7665959 8323353 11937 11937 33273 0 1897878390 101317220 1506005 4816625 0 0 7073576 9202061 0 0 198559 6417729 8740177 14997310 22758863 1882881080 78558357 1960631669 2045935090 52094778 58538633 1908536891 1987396457 X THE MISSION OF INCLUSIV IS TO HELP LOW- AND MODERATE-INCOME PEOPLE AND COMMUNITIES ACHIEVE FINANCIAL INDEPENDENCE THROUGH CREDIT UNIONS. 0 0 3742471 1700000 2223017 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. 3074411 345000 0 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. 2947199 2721625 0 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. 11401026 50000 6100336 OTHER. 11401026 50000 6100336 21165107 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 68 0 1 69 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 NY X CATHLEEN MAHON PRESIDENTCEO 2128091850 55 BROADWAY 29TH FLOOR NEW YORK NY 10006 IAN FORSTER GENERAL COUNSEL 40.00 0.00 X 197346 0 14939 MING KYUNG CATHI KIM SVP, CAPITAL, INVESTMENTS, 40.00 0.00 X 181572 0 17849 ROBIN ROMAN CHAIRMAN 1.00 0.00 X X 0 0 0 BLANCHE L JACKSON VICE CHAIRMAN 1.00 0.00 X X 0 0 0 NEREIDA SEDA VARGAS TREASURER 1.00 0.00 X X 0 0 0 ED SIVAK RECORDING SECRETARY 1.00 0.00 X X 0 0 0 JAMES HUNTER CORRESPONDING SECRETARY 1.00 0.00 X X 0 0 0 AURELIO ARROYO CONZALEZ DIRECTOR 1.00 0.00 X 0 0 0 DIANE SANDOVAL-GRIEGO DIRECTOR 1.00 0.00 X 0 0 0 HANK HUBBARD DIRECTOR 1.00 0.00 X 0 0 0 JACQUELINE MOORE DIRECTOR 1.00 0.00 X 0 0 0 JAMA R HAYNES DIRECTOR 1.00 0.00 X 0 0 0 JEFF IVEY DIRECTOR 1.00 0.00 X 0 0 0 KATHY CHARTIER DIRECTOR 1.00 0.00 X 0 0 0 SUZETTE COWELL DIRECTOR 1.00 0.00 X 0 0 0 MICHEAL FRANQUI BAQUERO DIRECTOR 1.00 0.00 X 0 0 0 MARGIE SALAZAR DIRECTOR 1.00 0.00 X 0 0 0 CATHLEEN MAHON PRESIDENT/CEO 40.00 0.00 X 327758 0 17725 EBEN SHEAFFER THRU 092025 CFO/CIO 40.00 0.00 X 213992 0 11260 PAMELA OWENS VICE PRESIDENT 40.00 0.00 X 225380 0 15212 SILVIA RINCON COO 40.00 0.00 X 201503 0 15439 LILY TRAN CFO FKA VP OF FINANCE 40.00 0.00 X 170151 0 20036 PABLO DEFILIPPI SVP NETWORK DEVELOPMENT 40.00 0.00 X 252089 0 11825 ALEXIS IWANISZIW SVP POLICY & COMMUNICATION 40.00 0.00 X 187092 0 18099 NEDA ARABSHAHI EVP RESILIENCY & CLEAN ENERGY 40.00 0.00 X 212963 0 19449 ROBIN HOLLIS AS OF 71625 VP, MEMBER SERVICES 40.00 0.00 X 160971 0 29330 ANDREA LALLY AS OF 71625 VP, NETWORK GROWTH 40.00 0.00 X 152881 0 23159 2483698 0 214322 32 0 1 0 VENABLE LLP POST OFFICE BOX 62727 BALTIMOR MD 21204 LEGAL 418392 ARNOLD & PORTER 601 MASSACHUSETTS AVE NW WASHINGTON DC 20001 LEGAL 288285 MITCHELL & TITUS LLP 80 PINE STREET SUITE 3220 NEW YORK NY 10005 AUDITING/TAX FILING 193686 FLORENCE JULLIARD 239 W 148TH STREET APT 3S NEW YORK NY 10039 CONSULTING 177550 TMR & ASSOCIATES LLC 22 OTSEGO AVE NEW ROCHELLE NY 10804 CONSULTING 174558 7 80653372 12328558 92981930 INTEREST ON LOANS 522100 4680805 4680805 MEMBERSHIP DUES AND SERVICES 522100 1836438 1836438 MEETING AND CONFERENCE 522100 1086839 1086839 SIMPLICD DEPOSITS COMMISSION 522100 320136 320136 CONTRACT SERVICESAND OTHER FEES 522100 256916 256916 142219 142219 8323353 11937 11937 101317220 8323353 0 11937 4816625 4816625 2169846 1309361 860485 5555885 5254757 135930 165198 280109 228835 45434 5840 597488 502944 80287 14257 598733 505869 79600 13264 1117454 1117454 268155 268155 2125158 2039153 86005 34133 33871 262 179325 177802 1523 9682 9185 497 744472 717739 26733 203820 183202 20618 844404 842834 1570 1972564 1972563 1 126318 124434 1884 135822 130139 5683 PROVISIONAL FOR (RECOVE 357429 357429 0 0 MORTAGE SERVICES FEES A 139874 139874 0 0 481567 432882 48685 22758863 21165107 1395197 198559 2283651 6897457 1904336456 1966443927 1377356 5553150 50477875 62191977 530281 258710 548646 468076 139372 80570 395774 430200 642052 3456792 448852 622307 1960631669 2045935090 823773 792628 1436224 1415982 49030337 52752550 804444 3577473 52094778 58538633 X 32618031 36235712 1875918860 1951160745 1908536891 1987396457 1960631669 2045935090 78558357 301209 0 X 0 1 X 1 0 X 8247387 7875779 7008776 20167221 93283142 136582305 8247387 7875779 7008776 20167221 93283142 136582305 11144485 125437820 25 1348 14597 11937 11937 39844 23677 41058 33273 98008 136720157 20860548 0.91750 0.61490 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 23,677. 2023 AMOUNT: $ 41,058. 2024 AMOUNT: $ 33,273. 2025 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 7136 7136 22751730 22758866 1000000 250000 0 0 899866 1000000 1899866 2849799 4035 7136 11171 224967 250000 474967 712451 405088 329165 75923 143558 138911 4647 80570 LEASE LIABILITY 3577473 3577473 X 102712550 301212 1094118 1395330 101317220 0 101317220 23677037 918174 918174 22758863 0 22758863 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. 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X X X X 0 0 0 0 0 0 0 0 0 CATHLEEN MAHON PRESIDENT/CEO 327758 0 0 0 0 0 16375 0 1350 0 345483 0 0 0 PABLO DEFILIPPI SVP NETWORK DEVELOPMENT 252089 0 0 0 0 0 11035 0 790 0 263914 0 0 0 PAMELA OWENS VICE PRESIDENT 225380 0 0 0 0 0 6613 0 8599 0 240592 0 0 0 NEDA ARABSHAHI EVP RESILIENCY & CLEAN ENERGY 212963 0 0 0 0 0 10850 0 8599 0 232412 0 0 0 EBEN SHEAFFER THRU 092025 CFO/CIO 213992 0 0 0 0 0 10949 0 311 0 225252 0 0 0 SILVIA RINCON COO 201503 0 0 0 0 0 10500 0 4939 0 216942 0 0 0 IAN FORSTER GENERAL COUNSEL 197346 0 0 0 0 0 10000 0 4939 0 212285 0 0 0 ALEXIS IWANISZIW SVP POLICY & COMMUNICATION 187092 0 0 0 0 0 9500 0 8599 0 205191 0 0 0 MING KYUNG CATHI KIM SVP, CAPITAL, INVESTMENTS, 181572 0 0 0 0 0 9250 0 8599 0 199421 0 0 0 ROBIN HOLLIS AS OF 71625 VP, MEMBER SERVICES 160971 0 0 0 0 0 5867 0 23463 0 190301 0 0 0 LILY TRAN CFO FKA VP OF FINANCE 170151 0 0 0 0 0 8632 0 11404 0 190187 0 0 0 ANDREA LALLY AS OF 71625 VP, NETWORK GROWTH 152881 0 0 0 0 0 8000 0 15159 0 176040 0 0 0 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. 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