2026-07-15T11:42:42-05:00 2025-10-31 393647910 WIPFLI ADVISORY LLC 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2024-11-01 453914271 CANI'S CENTER FOR COMMUNITY AND ECONOMIC DEVELOPMENT INC CANI 2604233546 227 EAST WASHINGTON BOULEVARD FORT WAYNE IN 46853 STEPHEN HOFFMAN BOARD PRESIDENT 2604233546 2026-07-14 1 1 QUINN DUGAN P02267768 6082741980 2026-07-14 2024 2025-03-06 01:10:19Z BRIGHTPOINT DEVELOPMENT FUND STEPHEN HOFFMAN 227 EAST WASHINGTON BOULEVARD FORT WAYNE IN 46853 2413446 0 X WWW.MYBDF.ORG X 2011 IN TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES PRIMARILY OF COMMUNITY ACTION OF NORTHEAST INDIANA, INC. ("CANI"). 14 10 0 10 0 0 690690 1963634 91509 124383 175135 325429 0 0 957334 2413446 0 50 0 0 0 0 0 0 0 949322 1450032 949322 1450082 8012 963364 3392635 8749024 1906239 6203398 1486396 2545626 X CANI'S CENTER FOR COMMUNITY AND ECONOMIC DEVELOPMENT, INC. D/B/A BRIGHTPOINT DEVELOPMENT FUND WAS ORGANIZED AS A NONPROFIT COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION TO HELP COMMUNITIES IN NEED ACHIEVE ECONOMIC SELF-SUFFICIENCY IN ACCORDANCE WITH APPLICABLE FEDERAL LAW REGARDING THE ESTABLISHMENT AND OPERATIONS OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS. 0 0 1339447 50 124383 BRIGHTPOINT DEVELOPMENT FUND PROMOTES COMMUNITY DEVELOPMENT AS A FINANCING ENTITY SERVING DISTRESSED COMMUNITIES OR THOSE UNDERSERVED BY FINANCIAL INSTITUTIONS AND PROVIDING, AT NO COST OR BELOW MARKET, DEVELOPMENT SERVICES IN CONJUNCTION WITH ITS FINANCING ACTIVITIES AS DETERMINED WITH ACCOUNTABILITY TO ITS SERVICE MARKET. 1339447 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IN X X KRISTI STULL 2604233546 227 EAST WASHINGTON BOULEVARD FORT WAYNE IN 46853 STEPHEN HOFFMAN BOARD PRESIDENT 2.00 40.00 X X 0 214146 42449 VERONICA MERTZ BOARD TREASURER 2.00 40.00 X X 0 147764 33037 PAMELA BROOKSHIRE DIRECTOR 1.00 40.00 X 0 148820 22644 MATTHEW CROUCH BOARD SECRETARY 2.00 40.00 X X 0 150583 30376 JESSE BEASLEY DIRECTOR 1.00 X 0 0 0 STEPHEN BLEVINS DIRECTOR (TERMED) 1.00 X 0 0 0 ROHLI BOOKER DIRECTOR 1.00 X 0 0 0 LAJUANA DUNBAR DIRECTOR 1.00 1.00 X 0 0 0 SHAD EDWARDS DIRECTOR 1.00 X 0 0 0 ANDREA EHRESMAN DIRECTOR 1.00 X 0 0 0 DAWN GALLAWAY DIRECTOR 1.00 X 0 0 0 JOHN KESSLER DIRECTOR 1.00 X 0 0 0 TIM KUHNEN DIRECTOR 1.00 X 0 0 0 JUSTIN LIBEY DIRECTOR 1.00 X 0 0 0 JOE MARTIN DIRECTOR (TERMED) 1.00 X 0 0 0 MITCH SHEPPARD DIRECTOR 1.00 X 0 0 0 CECILE WEIR DIRECTOR (TERMED) 1.00 X 0 0 0 0 661313 128506 0 0 1 0 0 1957365 6269 1963634 OTHER PROGRAM REVENUE 624200 75048 75048 LOAN PROCESSING REVENU 624200 49335 49335 124383 325429 325429 2413446 124383 0 325429 X 50 50 601617 516678 84939 38283 38283 48212 48212 1262 1262 149019 149019 31415 9915 21500 36519 36519 13435 13435 67989 67989 BAD DEBT PROVISION 366991 366991 LOAN SERVICING FEE 46069 46069 49221 45025 4196 1450082 1339447 110635 0 474935 2844029 1140587 2660040 64262 105490 200001 0 1497350 2149209 15500 0 0 990256 3392635 8749024 93654 154207 564799 384686 1247786 3664505 0 2000000 1906239 6203398 X 504872 1431586 981524 1114040 1486396 2545626 3392635 8749024 X 963364 10866 85000 X 0 1 X 1 0 X X 1 COMMUNITY ACTION OF NORTHEAST INDIANA INC 351111819 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 FIXED INCOME ETFS 990256 C 990256 X 2423050 10866 10866 2412184 1262 1262 2413446 1448820 0 1448820 1262 1262 1450082 PART X, LINE 2: BDF IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. BDF IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. ACCORDINGLY, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. MANAGEMENT DOES NOT BELIEVE THERE ARE ANY UNCERTAIN TAX POSITIONS AS OF OCTOBER 31, 2025. 0 0 0 0 0 0 0 0 0 STEPHEN HOFFMAN BOARD PRESIDENT 0 214021 0 0 0 125 0 5350 0 37099 0 256595 0 0 MATTHEW CROUCH BOARD SECRETARY 0 150583 0 0 0 0 0 1577 0 28799 0 180959 0 0 VERONICA MERTZ BOARD TREASURER 0 145518 0 0 0 2246 0 9150 0 23887 0 180801 0 0 PAMELA BROOKSHIRE DIRECTOR 0 146598 0 0 0 2222 0 3790 0 18854 0 171464 0 0 FORM 990, PART VI, SECTION B, LINE 11B COPIES OF FORM 990 WERE SENT TO DIRECTORS VIA EMAIL. DIRECTORS REVIEWED AND RESPONDED VIA EMAIL TO THEIR ACCEPTANCE OF FORM 990. THIS REVIEW AND ACCEPTANCE TAKE PLACE PRIOR TO FORM 990 BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS REVIEW THE POLICY ANNUALLY AND SIGN A STATEMENT AGREEING TO ADHERE TO THE POLICY. ALL ARE REQUIRED TO DISCLOSE PERCEIVED CONFLICTS. ANY DIRECTOR WITH AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST IS RECUSED FROM DISCUSSION OF AND VOTING ON THE MATTER RELATED TO THE CONFLICT. 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. FORM 990, PART IX, LINE 11G CONTRACT CHARGES: PROGRAM SERVICE EXPENSES 129,480. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 129,480. CONSULTANT SERVICES: PROGRAM SERVICE EXPENSES 2,403. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,403. PARTNER ADMINISTRATION FEE: PROGRAM SERVICE EXPENSES 17,136. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,136. FORM 990, PART XI, LINE 9: CAPITAL CONTRIBUTIONS 85,000. TRANSFER OF SBA FUNDS CUMULATIVE EFFECT OF CHANGE IN ASU COMMUNITY ACTION OF NORTHEAST INDIANA INC 227 EAST WASHINGTON BOULEVARD FORT WAYNE IN 46853 351111819 TO REMOVE THE CAUSES & CONDITIONS OF POVERTY IN 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 THE LATE FILING RESULTED FROM AN ADMINISTRATIVE OVERSIGHT BY THE ORGANIZATION'S INDEPENDENT CPA FIRM DURING THE TRANSITION TO A NEW WORKFLOW TRACKING SYSTEM, WHICH CAUSED THE FILING DEADLINE AND EXTENSION REQUIREMENT TO BE INADVERTENTLY MISSED. ONCE THE ISSUE WAS IDENTIFIED, THE RETURN WAS FILED PROMPTLY. THE FIRM HAS SINCE IMPLEMENTED ENHANCED TRACKING AND MONITORING PROCEDURES TO PREVENT A RECURRENCE. THE ORGANIZATION RESPECTFULLY REQUESTS WAIVER OF ANY PENALTIES BASED ON REASONABLE CAUSE.