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Nonprofit · EIN 01-0728162

COALITION OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS INC

Tax-exempt · WASHINGTON, DC 20005

Financials

$580K$455K2023$461K$541K2024$1.1M$737K2025
Revenue Expenses · by fiscal year end
Financials of COALITION OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$1,099,794$736,757$363,037$700,255$0$700,255
December 31, 2024990$460,568$540,982-$80,414$336,485$0$336,485
December 31, 2023990$579,759$455,180$124,579$416,899$0$416,899
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$812,645
Membership dues
$312,645
Program service revenue
$286,606
Investment income
$543
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$9,535
Travel
$1,622
Program services (functional)
$645,149
Management and general (functional)
$91,608

Balance sheet and other

Total assets, start of year
$336,485
Total assets, end of year
$700,255
Total liabilities, end of year
$0
Net assets, end of year
$700,255
Publicly traded securities
$350,109
Net assets without donor restrictions
$700,255
Gross receipts
$1,099,794
Employees
0
Volunteers
0
Year formed
2002
State of legal domicile
DC

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Hank HeltonChair
Trustee or director, Officer
1$0
Katey ForthVice Chair
Trustee or director, Officer
1$0
Jeannine JacobesSecretary
Trustee or director, Officer
1$0
John Holdsclaw IVTreasurer
Trustee or director, Officer
1$0
James BasonDirector
Trustee or director
1$0
Amanda BlondeauDirector
Trustee or director
1$0
Janie BrightDirector
Trustee or director
1$0
Natalie Madeira CofieldDirector
Trustee or director
1$0
Amber CordobaDirector
Trustee or director
1$0
Allison KellyDirector
Trustee or director
1$0
Erin KilmerDirector
Trustee or director
1$0
Matthew LewisDirector
Trustee or director
1$0
Dana LiebermanDirector
Trustee or director
1$0
Cathie MahonDirector
Trustee or director
1$0
Christi Coady NarayananDirector
Trustee or director
1$0
5 more people on this return
NameTitleHours / weekCompensation
Jennifer NovakDirector
Trustee or director
1$0
Steve SaltzmanDirector
Trustee or director
1$0
Kerwin TesdellDirector
Trustee or director
1$0
Dafina WilliamsDirector
Trustee or director
1$0
Ben WrightDirector
Trustee or director
1$0
990 for the year ended December 31, 2024: 22 people
NameTitleHours / weekCompensation
Hank HeltonChair
Trustee or director, Officer
1$0
Katey ForthVice Chair
Trustee or director, Officer
1$0
Jeannine JacobesSecretary
Trustee or director, Officer
1$0
John Holdsclaw IVTreasurer
Trustee or director, Officer
1$0
James BasonDirector
Trustee or director
1$0
Amanda BlondeauDirector
Trustee or director
1$0
Janie BrightDirector
Trustee or director
1$0
Laura BuxbaumDirector
Trustee or director
1$0
Natalie Madeira CofieldDirector
Trustee or director
1$0
Amber CordobaDirector
Trustee or director
1$0
Yan JiangDirector
Trustee or director
1$0
Allison KellyDirector
Trustee or director
1$0
Erin KilmerDirector
Trustee or director
1$0
Matthew LewisDirector
Trustee or director
1$0
Dana LiebermanDirector
Trustee or director
1$0
Cathie MahonDirector
Trustee or director
1$0
Christi Coady NarayananDirector
Trustee or director
1$0
Jennifer NovakDirector
Trustee or director
1$0
Steve SaltzmanDirector
Trustee or director
1$0
Kerwin TesdellDirector
Trustee or director
1$0
Dafina WilliamsDirector
Trustee or director
1$0
Ben WrightDirector
Trustee or director
1$0
990 for the year ended December 31, 2023: 16 people
NameTitleHours / weekCompensation
Ceyl PrinsterChair
Trustee or director, Officer
1$0
Marten R Jenkins JrSecretary
Trustee or director, Officer
1$0
Saurabh NarainTreasurer
Trustee or director, Officer
1$0
Scott BermanDirector
Trustee or director
1$0
Hank HeltonDirector
Trustee or director
1$0
Kerwin TesdellDirector
Trustee or director
1$0
Tanya HughesDirector
Trustee or director
1$0
Cathie MahonDirector
Trustee or director
1$0
Jeannine JacokesDirector
Trustee or director
1$0
Erin Kilmer NeelDirector
Trustee or director
1$0
Laura BuxbaumDirector
Trustee or director
1$0
Katey ForthDirector
Trustee or director
1$0
Yan JiangDirector
Trustee or director
1$0
Allison KellyDirector
Trustee or director
1$0
Maria MartinezDirector
Trustee or director
1$0
Dafina WilliamsDirector
Trustee or director
1$0

Address and contacts

Address (IRS master file)
1155 15TH STREET NW, WASHINGTON, DC 20005-2706
In care of
% LANA CHAPMAN
Principal officer (990 for 2025)
Hank Helton, 1155 15th Street NW Suite 400, Washington, DC 20005
Signed the 990
Hank Helton, Chair
Phone
(202) 393-5225
Return prepared by
Kronzek Fisher & Lopez PLLC

Mission

To strengthen and expand the community development financial institutions field by promoting the field and work of CDFIs, advocating on behalf of the field and educating

990 for the year ended December 31, 2025

Program accomplishments

  • PUBLIC EDUC- The Coalition monitors the activities of the CDFI Fund, the Federal Program created to support CDFIs nationwide. The CDFI Coalition promotes sound public policy re- CDFIs.
    Expenses $157,201
  • COMMUN & WEBSITE- The Coalition operates a website on community development finance and publishes an e-newsletter to inform those in the industry and the general public issues affecting CDFIs.
    Expenses $43,722
  • INDUSTRY LEADERSHIP FORUM- The Coalition convenes regular meetings of CDFI industry leaders to facilitate communications accross CDFI sectors and foster collaboration on CDFI issues.
    Expenses $444,226 · revenue $287,177

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
01-0728162
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2002
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$700,255
Income (IRS master file)
$1,099,794

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$1,099,794$736,757$700,255IRS
990December 2024$460,568$540,982$336,485IRS
990December 2023$579,759$455,180$416,899XML
990December 2022$356,450$370,156$292,320IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0728162).

Questions about COALITION OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS INC

What is the EIN of COALITION OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS INC?
The employer identification number (EIN) of COALITION OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS INC is 01-0728162.
Is COALITION OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to COALITION OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does COALITION OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of COALITION OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did COALITION OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of COALITION OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS INC?
The 990 for the year ended December 31, 2025 names Hank Helton.
Who are the officers and directors of COALITION OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS INC?
The 990 for the year ended December 31, 2025 lists 20 people; 0 received compensation from the organization.
How much revenue does COALITION OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $1,099,794, expenses of $736,757 and total assets of $700,255 at year end.

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