2026-09-14T10:31:00-05:00 2024-12-31 132781641 MITCHELL & TITUS LLP 80 PINE STREET 32ND FL NEW YORK NY 10005 990 2024-01-01 112421972 INCLUSIV INC INCL 2128091850 55 BROADWAY 29TH FLOOR NEW YORK NY 10006 LILY TRAN CFO 2128091850 2026-09-14 1 0 X ERIC HARRISON P01916785 2127094500 2026-06-30 2024 X X LILY TRAN 55 BROADWAY 29TH FLOOR NEW YORK NY 10006 1897878390 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 53 15 0 0 7008776 1890167221 4871236 7665959 14597 11937 41058 33273 11935667 1897878390 949250 1506005 0 0 4915737 7073576 0 0 151088 4254838 6417729 10119825 14997310 1815842 1882881080 72784355 1960631669 47236707 52094778 25547648 1908536891 X THE MISSION OF INCLUSIV IS TO HELP LOW- AND MODERATE-INCOME PEOPLE AND COMMUNITIES ACHIEVE FINANCIAL INDEPENDENCE THROUGH CREDIT UNIONS. 0 0 1056037 1346017 INCLUSIV CAPITAL PROVIDES CAPITAL TO MEMBER CDCUS THROUGH UNINSURED SUBORDINATED DEBT LOANS AND INSURED NONMEMBER DEPOSITS. 4285769 INCLUSIV'S CENTER FOR RESILIENCY AND CLEAN ENERGY WAS CREATED IN 2019 TO TEACH AND SUPPORT COMMUNITY-BASED FINANCIAL INSTITUTIONS (CREDIT UNIONS, FINANCIAL COOPERATIVES, CDFI LOAN FUNDS, COMMUNITY BANKS, AND GREEN BANKS) LAUNCHING AND SCALING CLEAN ENERGY FINANCE INITIATIVES THAT ENABLE COMMUNITIES TO ACCESS AFFORDABLE CLEAN ENERGY SERVICES, REDUCE ENERGY BURDENS, CREATE GOOD JOBS, AND BUILD CLIMATE RESILIENCE AND DISASTER PREPAREDNESS. THE CENTER PROVIDES PRACTICAL, HANDS-ON TRAINING AND TECHNICAL ASSISTANCE FOR COMMUNITY LENDERS; TECHNOLOGY PLATFORMS AND FINANCIAL INSTRUMENTS THAT HELP TO SCALE COMMUNITY-BASED CLEAN ENERGY MARKETS; AND RESEARCH AND THOUGHT LEADERSHIP TO HELP IDENTIFY OPPORTUNITIES FOR INVESTMENT AND GROWTH OF THESE MARKETS. 965635 722970 INCLUSIV OFFERS A VARIETY OF SUPPORT SERVICES TO ITS SMALL (UNDER $100 MILLION IN ASSETS) AND MDI DESIGNATED CREDIT UNION MEMBERS, WHICH SERVE PEOPLE AND COMMUNITIES TRADITIONALLY MARGINALIZED BY THE FINANCIAL MAINSTREAM. THROUGH OUR LEARNING CENTERS WE PROVIDE SPECIALIZED KNOW-HOW TO SUPPORT THESE VITAL INSTITUTIONS' GROWTH AND IMPACT. WE ALSO PROVIDE DATA ANALYTIC TOOLS, LIQUIDITY SOLUTIONS AND, WHEN FUNDING OPPORTUNITIES BECOME AVAILABLE, GRANT PROGRAMS TO SUPPORT UNDER-RESOURCED CREDIT UNIONS IN MAKING STRATEGIC INVESTMENTS THAT ENHANCE THEIR CAPACITY TO SERVE LOW-INCOME AND UNDERSERVED MEMBERS OF THEIR COMMUNITIES. 7189894 783035 6319942 ACTIVITIES RELATED TO FURTHERING THE ORGANIZATION'S MISSION, INCLUDING FINANCIAL COUNSELING AND THE ADVANCEMENT OF FINANCIAL INCLUSION FOR MULTIPLE UNDERSERVED POPULATIONS. 7189894 783035 6319942 13497335 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 0 0 0 1 38 0 1 53 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 X 133375 0 3574 MING KYUNG CATHI KIM SVP, CAPITAL, INVESTMENTS, & IMPACT 40.00 X 166084 0 20545 ROBIN ROMAN CHAIRMAN 1.00 X X 0 0 0 BLANCHE L JACKSON VICE CHAIRMAN 1.00 X X 0 0 0 NEREIDA SEDA VARGAS TREASURER 1.00 X X 0 0 0 ED SIVAK RECORDING SECRETARY 1.00 X X 0 0 0 JAMES HUNTER CORRESPONDING SECRETARY 1.00 X X 0 0 0 AURELIO ARROYO CONZALEZ DIRECTOR 1.00 X 0 0 0 DIANE SANDOVAL-GRIEGO DIRECTOR 1.00 X 0 0 0 HANK HUBBARD DIRECTOR 1.00 X 0 0 0 JACQUELINE MOORE DIRECTOR 1.00 X 0 0 0 JAMA R HAYNES DIRECTOR 1.00 X 0 0 0 JEFF IVEY DIRECTOR 1.00 X 0 0 0 KATHY CHARTIER DIRECTOR 1.00 X 0 0 0 SUZETTE COWELL DIRECTOR 1.00 X 0 0 0 MICHEAL FRANQUI BAQUERO DIRECTOR 1.00 X 0 0 0 MARGIE SALAZAR DIRECTOR 1.00 X 0 0 0 CATHLEEN MAHON PRESIDENT/CEO 40.00 X 366104 0 22087 EBEN SHEAFFER THRU 092025 CFO/CIO 40.00 X 271182 0 15554 PAMELA OWENS VICE PRESIDENT 40.00 X 208749 0 22287 SILVIA RINCON COO 40.00 X 192154 0 16776 PABLO DEFILIPPI SVP NETWORK DEVELOPMENT 40.00 X 244891 0 18407 NEDA ARABSHAHI EVP RESILIENCY & CLEAN ENERGY 40.00 X 186066 0 20996 ALEXIS IWANISZIW SVP POLICY & COMMUNICATIONS 40.00 X 174719 0 20612 1943324 0 160838 9 0 1 0 INCLUSIVE PROSPERITY CAPITAL INC 75 CHARTER OAK AVE SUITE 1-103 HARTFORD CT 06106 CONSULTING 259877 ARKATECTURE 75 WASHINGTON AVE SUITE 2F PORTLAND ME 04101 DATA AND ANALYTICS CONSULTING FIRM 255561 METROCONNECTIONS INC 401 CLIFF ROAD E BRUNSVILLE MN 55337 EVENT MANAGEMENT 218062 TECH IMPACT 100 NORTH 18TH STREET PHILADELPHIA PA 19103 SALESFORCE IMPLEMENTATION & SITE REDESIG 181962 TMR & ASSOCIATES LLC 22 OTSEGO AVE NEW ROCHELLE NY 10804 CONSULTING 151239 6 1873794046 16373175 1890167221 INTEREST ON LOANS 522100 3834461 3834461 MEMBERSHIP DUES AND SERVICES 522100 1690910 1690910 MEETING AND CONFERENCE 522100 1559755 1559755 CONTRACT SERVICESAND OTHER FEES 522100 220317 220317 SIMPLICD DEPOSITS COMMISSION 522100 212817 212817 147699 147699 7665959 11937 11937 33273 33273 33273 1897878390 7699232 0 11937 X 1506005 1506005 1943323 1179411 763912 3977708 3616477 238080 123151 153005 129699 19924 3382 587576 555924 15993 15659 411964 337716 65352 8896 225268 225268 184217 177832 6385 1852296 1801223 51073 11110 1760 9350 220922 199207 21715 296972 233518 63454 310760 295647 15113 1477702 1453374 24328 1524493 1524493 107529 67405 40124 67157 64376 2781 MORTAGE SERVICES FEES A 132934 132934 PROVISIONAL FOR (RECOVE -14227 -14227 20596 9293 11303 14997310 13497335 1348887 151088 765330 2283651 23369337 1904336456 770649 1377356 45177802 50477875 247529 530281 548646 409274 198177 139372 485784 395774 891402 642052 878345 448852 72784355 1960631669 314275 823773 1530839 1436224 44287136 49030337 1104457 804444 47236707 52094778 X 20261990 32618031 5285658 1875918860 25547648 1908536891 72784355 1960631669 1882881080 108163 0 X 0 1 X 1 0 X 5290384 8247387 7875779 7008776 20167221 48589547 5290384 8247387 7875779 7008776 20167221 48589547 18624905 29964642 14312 25 1348 14597 11937 42219 23677 41058 33273 98008 48729774 12537195 0.61490 0.61850 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 4035 4035 14993275 14997310 899866 224967 0 0 899866 899866 1349799 4035 4035 224967 224967 337451 405088 278525 126563 143558 130749 12809 139372 LEASE LIABILITY 804444 804444 X 1899137120 1258730 1258730 1897878390 0 1897878390 16069457 1072147 1072147 14997310 0 14997310 PART X, LINE 2: INCLUSIV BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023 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, 2024 AND 2023. 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, 2024 AND 2023. INCLUSIV'S FEDERAL AND STATE TAX RETURNS PRIOR TO FISCAL YEAR 2020 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 1,258,730. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION 1,072,147. OTHER ELIMINATION 1 ABYSSINIAN BAPTIST CHURCH FCU 132 ODELL CLARK PLACE NYC NY 10030 131656296 501(C)(1) 21500 0 RACIAL EQUITY GRAND AWARD REFG 2024 BEREAN CREDIT UNION 5147 S DEARBORN CHICAGO IL 60609 362369468 501(C)(1) 17000 0 RACIAL EQUITY GRAND AWARD REFG 2024 CHICAGO MUNICIPAL EMPLOYEES CREDIT UNION 18 S MICHIGAN AVE 10TH FLOOR CHICAGO IL 60603 360902923 501(C)(1) 11500 0 RACIAL EQUITY GRAND AWARD REFG 2024 CHICAGO POST OFFICE EMPLOYEES 10025 S WESTERN AVE CHICAGO IL 60643 360903975 501(C)(1) 15000 0 RACIAL EQUITY GRAND AWARD REFG 2024 CHURCH OF THE MASTER FCU 86 MORNINGSIDE AVE NEW YORK NY 10027 131819527 501(C)(1) 15000 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA MIEMBROS UNION DE TRONQUISTAS 357 DEL PERQUE SAN JUAN PR 00926 660274509 501(C)(1) 12000 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA CENTRO GUBERNAMENT MINILLAS PO BOX 41235 SAN JUAN PR 00940 660230386 501(C)(1) 12000 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA DE AHORRA Y CREDITO MOROVENA PO BOX 366249 APARTADO 577 MOROVIS PR 00687 660329330 501(C)(1) 6000 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA DE AHORRO METODISTAS UNIDOS DE PR PO BPX 21876 451 CALLE DE DIEGO SAN JUAN PR 009311876 660378553 501(C)(1) 8270 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA DE AHORRO Y CRDITO EDECOOP APT 11359 CAPARRA HEIGHTS STATION SAN JUAN PR 00922 660237447 501(C)(1) 12000 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA EMPLEADOS DEPARTAMENTO DE HACIENDO APARTADO 9023492 SAN JUAN PR 009023492 660207819 501(C)(1) 12000 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA PERSONAL DE BALLESTER HERMANOS PO BOX 364548 SAN JUAN PR 009364548 660356325 501(C)(1) 8270 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA AGENTES LA LOTERIA DE PR PO BOX 191832 AVE CARLOS CHARDON 139 SAN JUAN PR 00919 660197527 501(C)(1) 8270 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA AUTORIDAD CARRETERAS Y OBRAS PUBLICAS PO BOX 41087 COOPACOP SAN JUAN PR 009401087 660211877 501(C)(1) 12000 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA CASA DEL TRABAJADOR TRABAJACOOP PO BOX 21346 SAN JUAN PR 00928 660215444 501(C)(1) 12000 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA DE AHORRA Y CREDITO INTERMETRO PO BOX 195346 SAN JUAN PR 009195346 660393508 501(C)(1) 8270 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA DE AHORRA Y CREDITO DE SALINAS PO BOX 612 CALLE BALDORIOTY 74 SALINAS PR 00751 660254755 501(C)(1) 8270 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA DE AHORRA Y CREDITO RIM-COOP PO BOX 362529 SAN JUAN PR 00936 661003349 501(C)(1) 12000 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA DE AHORRO EMPLEADOS PLAZA PROVISION PO BOX 363328 CARR 28 ESQ CARR 165 SAN JUAN PR 009363328 660318541 501(C)(1) 8270 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA DE AHORRO Y CRD FAMILIAR PROGRESISTA URB PUERTO NUEVO AVENIDA DE DIEGO 479 SAN JUAN PR 009203706 660287199 501(C)(1) 12000 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA DE AHORRO Y CRDITO AIBONITEA CALLE JOSE C VAZQUEZ 100 AIBONITO PR 00705 660213182 501(C)(1) 6000 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA DE AHORRO Y CRDITO ANA G MENDEZ AVE ANA G MENDEZ KM 01 SAN JUAN PR 00928 660328535 501(C)(1) 6000 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA DE AHORRO Y CRDITO DE CAMUY 300 BALTAZAR JIMENEZ MENDEZ AVE CAMUY PR 00627 660421700 501(C)(1) 6000 0 RACIAL EQUITY GRAND AWARD REFG 2025 COOPERATIVA DE AHORRO Y CRDITO DE JAYUYA 102 GUILLERMO ESTEVES JAYUYA PR 00664 660199038 501(C)(1) 12000 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA DE AHORRO Y CREDITO DE MAYAGUEZ PO BOX 416 42 CALLE DR BASORA S MAYAGUEZ PR 00680 660324225 501(C)(1) 6000 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA DE AHORRO Y CRDITO DE RICO DAIRY AVE SAN PATRICIO ESQU AVE DE DIEGO SAN JUAN PR 00921 660442839 501(C)(1) 12000 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA DE AHORRO Y CREDITO ELECTROCOOP 605 CONDADO AVENUE OFICIRIA 307 SAN JUAN PR 009073811 660356143 501(C)(1) 8270 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA DE AHORRO Y CRDITO EMPLEADO FIRSTBANK PO BOX 9146 SAN JUAN PR 00908 660421700 501(C)(1) 6000 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA DE AHORRO Y CREDITO GOYA PO BOX 601467 BAYAMON PR 009606067 660505212 501(C)(1) 12000 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA DE AHORRO Y CRDITO ISLACOOP 150 AVE LOS GOBERNADORES SUITE 220 CAROLINA PR 00979 660243414 501(C)(1) 16500 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA DE AHORRO Y CRDITO PEPINIANA CARR 111 KM 179 BO GUATEMALA SAN SEBASTIAN PR 00685 660312690 501(C)(1) 8270 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA DE AHORRO Y CRDITO SAN MIGUEL PO BOX 925 NARANJITO PR 00719 660267894 501(C)(1) 12000 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA DE IGLESIA DE DIOS MISSION PO BOX 528 VEGA ALTA PR 00692 660810711 501(C)(1) 8270 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA DE SAULO D RODRGUEZ(GURACOOP) 54 SAN JOSE ST GURABO PR 00778 660258803 501(C)(1) 8270 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA LOS HERMANOS CREDIT UNION URB CARIBE 1582 CALLE BORI SAN JOSE PR 00927 660351207 501(C)(1) 8270 0 RACIAL EQUITY GRAND AWARD REFG 2024 COOPERATIVA NUESTRA PO BOX 9061 SAN JUAN PR 009080061 660237794 501(C)(1) 12000 0 RACIAL EQUITY GRAND AWARD REFG 2024 CREDIT UNION OF ATLANTA 670 METROPOLITAN PKWY ATLANTA GA 30310 581097538 501(C)(1) 21500 0 RACIAL EQUITY GRAND AWARD REFG 2024 CTAFC FCU 14 S ASHLAND AVE CHICAGO IL 60607 366209667 501(C)(1) 21500 0 RACIAL EQUITY GRAND AWARD REFG 2024 EPISCOPAL COMMUNITY FCU 840 ECHO PARK AVE LOS ANGELES CA 90026 954483678 501(C)(1) 15000 0 RACIAL EQUITY GRAND AWARD REFG 2024 EVEREST FEDERAL CREDIT UNION 74-18 37TH ROAD JACKSON HEIGHTS NY 11372 832339793 501(C)(1) 17000 0 RACIAL EQUITY GRAND AWARD REFG 2024 FELLOWSHIP BAPTIST CHURCH CU 4543 S PRINCETON AVENUE CHICAGO IL 606093620 363575395 501(C)(1) 11500 0 RACIAL EQUITY GRAND AWARD REFG 2024 GOVERNMENT PRINITING OFFICE FCU 732 N CAPITAL STREET NW WASHINGTON DC 20401 530201496 501(C)(1) 15000 0 RACIAL EQUITY GRAND AWARD REFG 2024 GREATER CENTENNIAL FEDERAL CREDIT UNION 114 WEST 4TH ST MOUNT VERNON NY 10550 463197031 501(C)(1) 21500 0 RACIAL EQUITY GRAND AWARD REFG 2024 HOPE FEDERAL CREDIT UNION 4 OLD RIVER PLACE JACKSON MS 39202 640865228 501(C)(1) 150000 0 BUILD & SAVE - SUB-GRANT-HOPEFCU LATINO COMMUNITY CU 100 W MORGAN STREET DURHAM NC 27701 562180770 501(C)(1) 300000 0 EDWARD JONES - SUBGRANT-LATINO COMM, 300K LIGHT COMMERCE CREDIT UNION 11235 CROWN PARK DRIVE P O BOX 670494 HOUSTON TX 77067 030505731 501(C)(1) 15000 0 RACIAL EQUITY GRAND AWARD REFG 2024 MESSIAH BAPTIST CHURCH FCU 13-17 OAK STREET EAST ORANGE NJ 07018 331153242 501(C)(1) 21500 0 RACIAL EQUITY GRAND AWARD REFG 2024 NEIGHBORHOOD TRUST FINANCIAL PARTNERS ATTN SARAH SABLE 530 WEST 166TH STREET 4TH FLOOR NEW YORK NY 10032 391383650 501(C)(1) 18750 0 NCUF PASS THROUGH GRANT TO NTFP NORTHEAST COMMUNITY FEDERAL CREDIT UNION 683 CLAY ST SAN FRANCISCO CA 94111 942891498 501(C)(1) 15000 0 RACIAL EQUITY GRAND AWARD REFG 2024 PARAMOUNT BAPTIST CHURCH FCU 3924 4TH ST SE WASHINGTON DC 20032 237376612 501(C)(1) 21500 0 RACIAL EQUITY GRAND AWARD REFG 2024 SAVERLIFE 548 MARKET STREET PMB 46387 SAN FRANSICO CA 94104 912172676 501(C)(1) 179250 0 CFCA CLIMATE SUBGRANT SHILOH ENGLEWOOD FCU 7058 S RACINE AVENUE CHICAGO IL 60636 362608864 501(C)(1) 21500 0 RACIAL EQUITY GRAND AWARD REFG 2024 SOUTH SIDE COMMUNITY FCU 5401 SOUTH WENTWORTH AVE GREGG BROWN CHICAGO IL 60609 061707639 501(C)(1) 10000 0 RACIAL EQUITY GRAND AWARD REFG 2024 TULANE-LOYOLA FCU 1440 CANAL ST SUITE 101 NEW ORLEANS LA 70112 720872233 501(C)(1) 21500 0 RACIAL EQUITY GRAND AWARD REFG 2024 UNIFIED HOMEOWNERS OF IL FCU 4464 N MILWAUKEE AVE CHICAGO IL 60630 204756401 501(C)(1) 21500 0 RACIAL EQUITY GRAND AWARD REFG 2024 URBAN EMPOWERMENT FEDERAL CREDIT UNION 80 PINE STREET 9TH FLOOR NEW YORK NY 10005 133576589 501(C)(1) 11500 0 RACIAL EQUITY GRAND AWARD REFG 2024 VITELCO EMPLOYEES FCU PO BOX 303920 SAINT THOMAS VI 00803 660405492 501(C)(1) 20000 0 RACIAL EQUITY GRAND AWARD REFG 2024 WHITE PLAINS POST OFFCIE EMPLOYEES FCU 100 FISHER AVE 2 WHITE PLAINS NY 10602 131816101 501(C)(1) 21500 0 RACIAL EQUITY GRAND AWARD REFG 2024 61 PART I, LINE 2: ASSISTANCE AGREEMENTS ARE EXECUTED WITH RECIPIENT ORGANIZATIONS. THE AGREEMENTS REQUIRE PERIODIC REPORTING AND, TYPICALLY, MILESTONE ACHIEVEMENTS FOR DISBURSEMENT OF FUNDS. X X X X 0 0 0 0 0 0 0 0 0 CATHLEEN MAHON PRESIDENT/CEO 341104 0 25000 0 0 0 15076 0 7011 0 388191 0 0 0 EBEN SHEAFFER THRU 092025 CFO/CIO 271182 0 0 0 0 0 13284 0 2270 0 286736 0 0 0 PABLO DEFILIPPI SVP NETWORK DEVELOPMENT 244891 0 0 0 0 0 11418 0 6989 0 263298 0 0 0 PAMELA OWENS VICE PRESIDENT 208749 0 0 0 0 0 10184 0 12103 0 231036 0 0 0 SILVIA RINCON COO 192154 0 0 0 0 0 6260 0 10516 0 208930 0 0 0 NEDA ARABSHAHI EVP RESILIENCY & CLEAN ENERGY 186066 0 0 0 0 0 8892 0 12104 0 207062 0 0 0 ALEXIS IWANISZIW SVP POLICY & COMMUNICATIONS 174719 0 0 0 0 0 8502 0 12110 0 195331 0 0 0 MING KYUNG CATHI KIM SVP, CAPITAL, INVESTMENTS, & IMPACT 166084 0 0 0 0 0 8381 0 12164 0 186629 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. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 1,801,223. MANAGEMENT AND GENERAL EXPENSES 51,073. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,852,296. CDCU MORTGAGE CENTER LLC 39 BROADWAY SUITE 2140 NEW YORK NY 10006 260379173 PURCHASING MORTGAGES FROM MEMBER CREDIT UNIONS NY 1564942 30567898 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 204356 NATIONAL FEDERATION OF COMMUNITY DEVELOPMENT CREDIT UNION INCLUSIV SECONDARY CAPITAL FUND LLC 39 BROADWAY SUITE 2140 NEW YORK NY 10006 843222362 NATIONAL FEDERATION OF COMMUNITY DEVELOPMENT CREDIT UNION NY INCLUSIV SECONDARY CAPITAL MANAGER LLC LOAN INCOME 186584 23969873 0 1 0.16670 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0