Nonprofit · EIN 83-3678930
CDFI FRIENDLY BLOOMINGTON INC
Tax-exempt · BLOOMINGTON, IN 47404
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $675,336 | $455,974 | $219,362 | $2,480,540 | $16,516 | $2,464,024 |
| December 31, 2024 | 990 | $473,448 | $433,601 | $39,847 | $2,301,458 | $56,796 | $2,244,662 |
| December 31, 2023 | 990 | $125,286 | $194,100 | -$68,814 | $2,210,563 | $5,757 | $2,204,806 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $611,891
- of which government grants
- $430,393
- Program service revenue
- $0
- Investment income
- $63,445
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $119,423
- Other salaries and wages
- $19,577
- Salaries, compensation and benefits (total)
- $154,147
- Professional fundraising fees
- $0
- Legal fees
- $330
- Accounting fees
- $15,927
- Travel
- $9,588
- Program services (functional)
- $352,948
- Management and general (functional)
- $95,306
- Fundraising (functional)
- $7,720
Balance sheet and other
- Total assets, start of year
- $2,301,458
- Total assets, end of year
- $2,480,540
- Total liabilities, end of year
- $16,516
- Net assets, end of year
- $2,464,024
- Land, buildings and equipment
- $1,370
- Net assets without donor restrictions
- $421,508
- Net assets with donor restrictions
- $2,042,516
- Gross receipts
- $675,336
- Employees
- 2
- Volunteers
- 6
- Year formed
- 2018
- State of legal domicile
- IN
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN ZODY | EXECUTIVE DIRECTOR Officer | 40 | $119,423 |
| DAVID MILLER | DIRECTOR Trustee or director | 1 | $0 |
| JONAS CHANG | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL SORRELLS | DIRECTOR Trustee or director | 1 | $0 |
| TINA PETERSON | PRESIDENT Trustee or director, Officer | 2 | $0 |
| HEATHER ROBINSON | SECRETARY Trustee or director, Officer | 1 | $0 |
| SCOTT SHISHMAN | TREASURER Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN ZODY | EXECUTIVE DIRECTOR Officer | 40 | $106,154 |
| CHRIS COCKERHAM | DIRECTOR Trustee or director | 0.5 | $0 |
| DAVID MILLER | DIRECTOR Trustee or director | 0.5 | $0 |
| JONAS CHANG | DIRECTOR Trustee or director | 0.5 | $0 |
| ILENE SCHAEFFER | DIRECTOR Trustee or director | 0.5 | $0 |
| TINA PETERSON | PRESIDENT Trustee or director, Officer | 2 | $0 |
| HEATHER ROBINSON | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| SCOTT SHISHMAN | TREASURER Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE KUPERSMITH | EXECUTIVE DIRECTOR Officer | 40 | $92,884 |
| JOHN HAMILTON | DIRECTOR Trustee or director | 1 | $0 |
| JIM SIMS | DIRECTOR Trustee or director | 1 | $0 |
| CHRIS COCKERHAM | DIRECTOR Trustee or director | 1 | $0 |
| TINA PETERSON | PRESIDENT Trustee or director, Officer | 2 | $0 |
| HEATHER ROBINSON | SECRETARY Trustee or director, Officer | 2 | $0 |
| SCOTT SHISHMAN | TREASURER Trustee or director, Officer | 2 | $0 |
| CINDY KINNARNEY | PAST TREASURER Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 100 S COLLEGE AVENUE, BLOOMINGTON, IN 47404-3973
- In care of
- % TINA PETERSON
- Principal officer (990 for 2025)
- JOHN ZODY, 100 S COLLEGE AVENUE, BLOOMINGTON, IN 47404
- Signed the 990
- JOHN ZODY, EXECUTIVE DIRECTOR
- Phone
- (812) 320-9003
- Return prepared by
- BLUE & CO LLC
Mission
THE ORGANIZATIONS PURPOSE IS TO STRENGTHEN THE COMMUNITIES OF BLOOMINGTON, MONROE COUNTY AND THE NEIGHBORING REGIONS OF SOUTH CENTRAL INDIANA, AND IMPROVE THE ECONOMIC CONDITIONS OF ITS LOWER INCOME RESIDENTS, BY ASSISTING COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS AND OTHER ORGANIZATIONS TO PROVIDE LOW-COST, ACCESSIBLE, FLEXIBLE, AFFORDABLE FINANCING FOR HOUSING, JOB DEVELOPMENT, CHARITABLE AND EDUCATIONAL SERVICES AND OTHER COMMUNITY PROJECTS.
Program accomplishments
- IN 2025, THE ORGANIZATION, FOR THE FIRST TIME, BECAME A CERTIFIED CDFI BY THE U.S. TREASURY'S CDFI FUND. THIS REPRESENTS A THRESHOLD FOR ORGANIZATIONAL STRUCTURE AND HELPS INCREASE ACCESS TO FINANCIAL PRODUCTS THAT CAN HELP THE ORGANIZATION'S 13-COUNTY SERVICE AREA PRODUCE MORE AFFORDABLE HOUSING AND SMALL BUSINESS EXPANSION. DURING 2025, THE ORGANIZATION LOANED CAPITAL TO ASSIST IN EXPANDING SMALL BUSINESS IN BLOOMINGTON AND WAS A FINANCIAL PARTNER ON THE CONSTRUCTION OF AN EARLY LEARNING AND AFFORDABLE HOUSING CENTER THAT WILL HOUSE THREE FAMILIES AND SERVE APPROXIMATELY 25 CHILDREN IN CHILD CARE. IN ADDITION TO PROVIDING FINANCING FOR COMMUNITY DEVELOPMENT PROJECTS, THE ORGANIZATION HIRED A PROGRAM COORDINATOR TO ASSIST IN GROWING MISSION-BASED INITIATIVES AND OUTREACH FOR THE REGION. TOGETHER WITH THE EXECUTIVE DIRECTOR, CDFI FRIENDLY BLOOMINGTON PROVIDED 275 HOURS OF TECHNICAL ASSISTANCE TO REGIONAL ORGANIZATIONS AND SINCE ITS INCEPTION HAS IMPACT NEARLY 425 UNITS OF AFFORDABLE HOUSING IN SOUTHWEST CENTRAL INDIANA.Expenses $352,948
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 83-3678930
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S11)
- Assets (IRS master file)
- $2,480,540
- Income (IRS master file)
- $675,336
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | – | – | – | IRS |
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $125,286 | $194,100 | $2,210,563 | IRS |
| 990 | December 2022 | $186,607 | $122,875 | $2,273,620 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about CDFI FRIENDLY BLOOMINGTON INC
- What is the EIN of CDFI FRIENDLY BLOOMINGTON INC?
- The employer identification number (EIN) of CDFI FRIENDLY BLOOMINGTON INC is 83-3678930.
- Is CDFI FRIENDLY BLOOMINGTON INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to CDFI FRIENDLY BLOOMINGTON INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CDFI FRIENDLY BLOOMINGTON 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 CDFI FRIENDLY BLOOMINGTON 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 CDFI FRIENDLY BLOOMINGTON 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 CDFI FRIENDLY BLOOMINGTON INC?
- The 990 for the year ended December 31, 2025 names JOHN ZODY.
- Who are the officers and directors of CDFI FRIENDLY BLOOMINGTON INC?
- The 990 for the year ended December 31, 2025 lists 7 people; 1 received compensation from the organization, the highest $119,423 (JOHN ZODY, EXECUTIVE DIRECTOR).
- How much revenue does CDFI FRIENDLY BLOOMINGTON INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $675,336, expenses of $455,974 and total assets of $2,480,540 at year end.
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All nonprofits in BLOOMINGTON · Indiana · Community improvement and capacity building