2026-07-20T16:34:03-05:00 2025-12-31 943108253 NOVOGRADAC & COMPANY LLP 3025 NORTH WOOSTER AVE DOVER OH 44622 990 2025-01-01 272411030 COMMUNITY DEVELOPMENT FINANCE ALLIANCE COMM 8015571537 230 SOUTH 500 WEST SUITE 205 SALT LAKE CITY UT 84101 AMY ROWLAND PRESIDENT 8013550538 2026-07-20 1 ROB J BRYANT P01714714 3303655400 2025 2025-03-06 01:10:19Z AMY ROWLAND 230 SOUTH 500 WEST SUITE 205 SALT LAKE CITY UT 84101 1939341 0 X WWW.CDFAUTAH.ORG X 2010 UT SERVE OR PROVIDE INVESTMENT CAPITAL TO LOW INCOME COMMUNITIES OR LOW INCOME PERSONS WITHIN THE ORGANIZATION'S DESIGNATED SERVICE AREA. 5 5 0 0 0 0 0 0 491443 776490 1199630 1136851 25000 26000 1716073 1939341 0 0 0 0 462113 481568 0 0 0 1291215 1306568 1753328 1788136 -37255 151205 40112222 28753951 38362905 26853429 1749317 1900522 SERVE OR PROVIDE INVESTMENT CAPITAL TO LOW INCOME COMMUNITIES OR LOW INCOME PERSONS WITHIN THE ORGANIZATION'S DESIGNATED SERVICE AREA. 0 0 1685001 THE ORGANIZATION'S PRIMARY ACTIVITIES ARE CENTERED IN PROVIDING TAX CREDITS TO INVESTORS MAKING QUALIFIED LOW INCOME COMMUNITY INVESTMENTS TO QUALIFIED ACTIVE LOW INCOME COMMUNITY BUSINESSES IN ACCORDANCE WITH NMTC REQUIREMENTS. 1685001 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 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 UT X AMY ROWLAND 8015571537 230 SOUTH 500 WEST SUITE 205 SALT LAKE CITY UT 84101 KATHY HALE BOARD CHAIR 1.00 X X 0 0 0 WILLIAM WHETSTONE VICE CHAIR 1.00 X X 0 0 0 WENDY LEONELLI SECRETARY / TREASURER 1.00 X X 0 0 0 KIMBERLY PAULDING DIRECTOR 1.00 X X 0 0 0 AMY ROWLAND PRESIDENT 40.00 X X X X 187049 0 0 NEFI GAMEZ DIRECTOR 1.00 X X 0 0 0 STACI L OLSEN PROGRAM MANAGER 40.00 X X 145362 0 0 332411 0 0 2 0 1 0 0 ASSET MANAGEMENT FEES 900099 311189 311189 PLACEMENT FEES 900099 250000 250000 OTHER INCOME 900099 215301 215301 776490 1136851 1136851 MISCELLANEOUS DONATION 900099 26000 26000 26000 1939341 1939341 0 0 476588 476588 38980 36589 2391 -34000 -34000 5000 5000 36248 36248 130000 130000 46508 5128 41380 297 297 1245 1245 6341 6341 621 621 2033 2033 1036696 1036696 460 460 35305 35305 MISCELLANEOUS 4072 4072 BANK SERVICE FEES 1187 1187 TAXES AND LICENSES 555 555 1788136 1685001 103135 0 401749 483489 1340425 1417684 2273 2486 38361253 26843616 18686 17195 97 1491 6425 5185 40112222 28753951 36 36 38362869 26853393 38362905 26853429 X 1749317 1900522 1749317 1900522 40112222 28753951 151205 0 X 0 0 0 X 646589 609978 555386 516443 802490 3130886 646589 609978 555386 516443 802490 3130886 0 0 0 3130886 1229252 1248576 1325418 1199630 1136851 6139727 1229252 1248576 1325418 1199630 1136851 6139727 1875841 1858554 1880804 1716073 1939341 9270613 0.33770 0.35170 0.66230 0.64830 X 16691 16691 0 1995 504 1491 1491 X 1939341 0 1939341 0 1939341 0 0 0 0 0 PART X, LINE 2: CDFA IS ORGANIZED AS A UTAH NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). CDFA IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, CDFA IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. CDFA HAS DETERMINED THAT IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. CDFA BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. CDFA WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. X X X X 0 0 0 0 0 0 0 0 0 AMY ROWLAND PRESIDENT 187049 0 0 0 0 0 0 0 0 0 187049 0 0 0 STACI L OLSEN PROGRAM MANAGER MOAB AREA COMMUNITY LAND TRUST (MACLT) AUDREY GRAHAM. VOLUNTEER BOARD CHAIR OF MACLT, A NONPROFIT ORGANIZATION. ARROYO CROSSING, A BORROWER OF CDFA, WAS CREATED FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND/OR TO CARRY OUT THE PURPOSES OF MACLT. AUDREY GRAHAM, THE SISTER OF CDFA PRESIDENT AMY ROWLAND, IS THE FORMER BOARD CHAIR OF MACLT. 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH BOARD MEMBER IS REQUIRED TO FILL OUT THE CONFLICT OF INTEREST FORM. IF THERE IS A CONFLICT, THE INDIVIDUAL WHO HAS THE CONFLICT DOES NOT PARTICIPATE IN THE DISCUSSION OR VOTE. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST ALLIANCE FINANCE FUND 6 LLC 230 SOUTH 500 WEST SUITE 205 SALT LAKE CITY UT 84101 352441732 INVESTMENT IN OTHER ENTITIES UT N/A RELATED 0 1 0.00010 ALLIANCE FINANCE FUND 7 LLC 230 SOUTH 500 WEST SUITE 205 SALT LAKE CITY UT 84101 364729172 INVESTMENT IN OTHER ENTITIES UT N/A RELATED 0 1 0.00010 ALLIANCE FINANCE FUND 8 LLC 230 SOUTH 500 WEST SUITE 205 SALT LAKE CITY UT 84101 371668632 INVESTMENT IN OTHER ENTITIES UT N/A RELATED 0 1 0.00010 ALLIANCE FINANCE FUND 9 LLC 230 SOUTH 500 WEST SUITE 205 SALT LAKE CITY UT 84101 383871804 INVESTMENT IN OTHER ENTITIES UT N/A RELATED 0 1 0.00010 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0