What the amendment changed
Compared with the return it replaced , filed 1 May 2026. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $139,737,347 changed to $139,747,451
- Total expenses
- $33,082,322 changed to $33,092,426
- Investment income
- $4,025,212 changed to $4,035,316
- Management and general expenses
- $9,820,113 changed to $9,830,217
Listed only on the later return
- Damon SmithDAMON SMITH
Listed under a different title
- Mary Scott BalysMARY SCOTT BALYS: VP, PUBLIC POLICY then SVP, PUBLIC POLICY
Totals
- Total revenue
- $139,747,451
- Total expenses
- $33,092,426
- Contributions and grants received
- $25,493,544
- Grants paid
- $2,865,000
- Program service revenue
- $110,218,591
- Investment income
- $4,035,316
- Other revenue
- $0
- Total assets, end of year
- $2,739,933,864
- Total liabilities, end of year
- $209,174,589
- Net assets or fund balances, end of year
- $2,530,759,275
- Program services expenses (Part IX)
- $22,371,968
- Management and general expenses
- $9,830,217
- Fundraising expenses
- $890,241
- Program service expenses (Part III)
- $22,371,968
Program services were 67.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$1,124,325
-
1f · All other contributions, gifts and grants
$24,369,219
-
2a · Program service revenue: PROGRAM INCOME
total $93,259,674 · related or exempt $93,259,674
-
2b · Program service revenue: INTEREST ON LOANS
total $7,350,546 · related or exempt $7,350,546
-
2c · Program service revenue: SPONSORSHIP INCOME
total $3,636,583 · related or exempt $3,636,583
-
2d · Program service revenue: OTHER FEES
total $3,093,050 · related or exempt $3,093,050
-
2e · Program service revenue: TRAINING EVENTS
total $2,878,738 · related or exempt $2,878,738
-
3 · Investment income
total $4,024,465 · excluded $4,024,465
-
7a · Gross sales of assets other than inventory
securities $697,200 · other assets $116,966
-
7b · Less cost or other basis and sales expenses
securities $686,349 · other assets $116,966
-
7c · Gain or loss
securities $10,851 · other assets $0
-
7d · Net gain or loss
total $10,851 · excluded $10,851
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,865,000 · program services $2,865,000
-
5 · Compensation of officers, directors and key employees
total $4,843,162 · program services $2,327,303 · management and general $2,222,962 · fundraising $292,897
-
7 · Other salaries and wages
total $6,566,875 · program services $4,911,279 · management and general $1,440,308 · fundraising $215,288
-
8 · Pension plan contributions
total $291,486 · program services $199,424 · management and general $78,010 · fundraising $14,052
-
9 · Other employee benefits
total $941,286 · program services $620,571 · management and general $261,958 · fundraising $58,757
-
10 · Payroll taxes
total $865,812 · program services $575,034 · management and general $254,601 · fundraising $36,177
-
11a · Fees: management
total $207,923 · management and general $207,923
-
11b · Fees: legal
total $1,488,320 · program services $61,873 · management and general $1,388,390 · fundraising $38,057
-
11c · Fees: accounting
total $405,514 · program services $29,706 · management and general $375,808
-
11d · Fees: lobbying
total $50,000 · program services $50,000
-
11e · Fees: professional fundraising services
total $194,350 · fundraising $194,350
-
11f · Fees: investment management
total $10,104 · management and general $10,104
-
11g · Fees: other
total $3,667,181 · program services $2,760,831 · management and general $906,350
-
12 · Advertising and promotion
total $394,551 · program services $390,582 · management and general $3,969
-
13 · Office expenses
total $162,751 · program services $2,357 · management and general $159,840 · fundraising $554
-
14 · Information technology
total $962,051 · program services $541,019 · management and general $421,000 · fundraising $32
-
16 · Occupancy
total $1,278,963 · management and general $1,278,963
-
17 · Travel
total $454,311 · program services $307,265 · management and general $123,355 · fundraising $23,691
-
19 · Conferences, conventions and meetings
total $3,495,274 · program services $3,471,964 · management and general $23,179 · fundraising $131
-
20 · Interest
total $2,584,346 · program services $2,562,054 · management and general $22,292
-
22 · Depreciation, depletion and amortization
total $142,497 · management and general $142,497
-
23 · Insurance
total $121,613 · management and general $121,613
-
24a · Other expenses: PARTICIPANTS SUPPORT CO
total $290,500 · program services $290,500 · management and general $0 · fundraising $0
-
24b · Other expenses: MEMBERSHIP
total $229,953 · program services $209,359 · management and general $19,797 · fundraising $797
-
24c · Other expenses: FINANCE CHARGES
total $146,160 · program services $97,769 · management and general $48,391 · fundraising $0
-
24e · All other expenses
total $432,443 · program services $98,078 · management and general $318,907 · fundraising $15,458
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1
-
2 · Savings and temporary cash investments
beginning of year $2,327,601,308 · end of year $2,428,566,385
-
3 · Pledges and grants receivable
beginning of year $750,000 · end of year $5,000,000
-
4 · Accounts receivable
beginning of year $9,395,315 · end of year $9,009,687
-
7 · Other notes and loans receivable
beginning of year $231,701,164 · end of year $238,533,493
-
9 · Prepaid expenses and deferred charges
beginning of year $424,453 · end of year $1,640,645
-
10a · Land, buildings and equipment: cost or other basis
$2,246,928
-
10b · Land, buildings and equipment: accumulated depreciation
$1,805,001
-
10c · Land, buildings and equipment, net
beginning of year $584,424 · end of year $441,927
-
11 · Investments: publicly traded securities
beginning of year $35,127,114 · end of year $36,671,027
-
15 · Other assets
beginning of year $18,790,349 · end of year $20,070,700
-
17 · Accounts payable and accrued expenses
beginning of year $3,906,660 · end of year $3,661,410
-
19 · Deferred revenue
beginning of year $1,010,967 · end of year $1,680,424
-
24 · Unsecured notes and loans payable
beginning of year $167,120,000 · end of year $175,745,000
-
25 · Other liabilities
beginning of year $26,576,896 · end of year $28,087,755
-
27 · Net assets without donor restrictions
beginning of year $110,600,601 · end of year $114,067,093
-
28 · Net assets with donor restrictions
beginning of year $2,315,159,004 · end of year $2,416,692,182
Mission and programs · 2025
Mission
OFN'S MISSION IS TO LEAD CDFIS AND THEIR PARTNERS TO ENSURE THAT LOW-INCOME, LOW-WEALTH, AND OTHER UNDERSERVED PEOPLE AND COMMUNITIES HAVE ACCESS TO AFFORDABLE, RESPONSIBLE FINANCIAL PRODUCTS AND SERVICES.
Activities or mission (Part I)
OPPORTUNITY FINANCE NETWORK'S (OFN) MISSION IS TO LEAD COMMUNITY DEVELOPMENT FINANCIALINSTITUTIONS (CDFIS) AND THEIR PARTNERS TO ENSURE THAT LOW-INCOME, LOW-WEALTH, AND OTHER DISINVESTED PEOPLE AND COMMUNITIES HAVE ACCESS TO AFFORDABLE, RESPONSIBLE FINANCIAL PRODUCTS AND SERVICES. OFN IS A NATIONAL LEADERSHIP NETWORK OF MORE THAN 450+CDFIS, INCLUDING COMMUNITY BANKS, CREDIT UNIONS, VENTURE FUNDS, AND LOAN FUNDS. OFN, THROUGH ITS MEMBERS, INVESTS IN LOW-INCOME AND UNDERSERVED RURAL, URBAN, AND NATIVE AMERICAN COMMUNITIES ACROSS ALL 50 STATES IN AMERICA; PROVIDING AFFORDABLE, RESPONSIBLE CREDIT THAT FINANCES COMMUNITY BUSINESSES, SPARKS JOB GROWTH IN THE AREAS THAT NEED IT MOST, AND DELIVERS BOTH SOUND FINANCIAL RETURNS AND REAL CHANGES FOR PEOPLE AND COMMUNITIES. OFN'S PROGRAM SERVICE OFFERINGS INCLUDE PROVIDING FINANCIAL PRODUCTS AND SERVICES FOR CDFIS, INCREASING THE STRENGTH AND CAPACITY OF THE CDFI INDUSTRY, AND AMPLIFYING THE VOICE OF THE INDUSTRY.
-
MONEY: OFN IS ONE OF THE COUNTRY'S LARGEST INVESTORS IN CDFIS, EXPANDING ACCESS TO RESPONSIBLE, AFFORDABLE CAPITAL ACROSS THE COUNTRY. THE MONEY ASPECT OF OFN'S WORK INCLUDES THE FOLLOWING ACTIVITIES WHICH BENEFIT LOW-INCOME AND LOW-WEALTH COMMUNITIES THROUGHOUT THE U.S: OFN'SFINANCING FUND (ON-BALANCE-SHEET LENDING AND INVESTING IN CDFIS); FUND MANAGEMENT SERVICES (FEE-BASED BUSINESS PROVIDING CDFI FUND MANAGEMENT AND ASSET MANAGEMENT SERVICES TO THIRD PARTY INVESTORS); AND CDFI BOND GUARANTEE PROGRAM BOND ISSUANCE AND ADMINISTRATIVE SERVICES. IN 2025, OFN CLOSED A $100 MILLION BOND THROUGH THE CDFI FUND'S BOND GUARANTEE PROGRAM, RAISED AN ADDITIONAL $81.2 MILLION IN TOTAL CAPITAL, AND BUILT A STRONG PIPELINE OF STRATEGIC PARTNERSHIPS TO SUPPORT DEPLOYMENT TO CDFIS IN THE YEARS AHEAD. OFN NOW MANAGES OVER $1 BILLION IN TOTAL ASSETS, SOLIFYING OUR POSITION AS ONE THE COUNTRY'S LEADEING INVESTMENT INTERMEDIARIES IN THE COMMUNITY DEVELOPMENT FINANCE INDUSTRY.
Expenses $8,644,453 · Grants $2,865,000 · Revenue $10,382,146
-
STRENGTH: OFN IS THE LEADING CONVENER, CAPACITY BUILDER, AND THOUGHT LEADER IN COMMUNITY DEVELOPMENT FINANCE. OFN STRENGTHENS THE CDFI INDUSTRY BY PROVIDING PEER LEARNING OPPORTUNITIES, RESEARCH, NETWORKING PLATFORMS, AND SIGNATURE ANNUAL EVENTS (E.G. THE OFN CONFERENCE AND SMALL BUSINESS FINANCE FORUM) FOR CDFI PRACTITIONERS, PARTNERS, AND INVESTORS. IN 2025, OFN LAUNCHED A NEW SERIES OF PRACTITIONER-FOCUSED CONVENINGS IN MARKETING COMMUNICATIONS AND HUMAN CAPITAL.TO SUPPORT THE PROFESSIONAL DEVELOPMENT AND GROWTH OF CDFI INDUSTRY PROFESSIONALS, IN 2025 OFN LAUNCHED THE CAREER MEETS PURPOSE HUB, ONE IMPORTANT COMPONENT OF THE ORGANIZATION'S STRATEGIC SUPPORT FOR THE CDFI WORKFORCE THROUGH THE CAREER MEETS PURPOSE INITIATIVE. OFN REPORTS, SURVEYS, AND OTHER PUBLICATIONS PROVIDE VALUABLE DATA AND INSIGHT ON THE CDFI INDUSTRY AND, IN 2025, OFN CONTINUED TO PUBLISH FEATURED REPORTS LIKE THE 27TH EDITION OF THE SIDE BY SIDE CHARTBOOK AND MEMBER SURVEY ALONGSIDE NEW PUBLICATIONS INCLUDING THE INSIGHT BRIEFING ON DONOR-ADVISED FUNDS AND CDFIS, SECTOR TRENDS IN OFN MEMBER LOAN FUND LENDING, AND THE IMPACT OF CDFI FUND FINANCIAL ASSISTANCE AWARDS. THESE NEW OFFERINGS COMPLEMENT OFN'S RANGE OF IN-PERSON AND ONLINE TRAININGS AND OFN'S ANNUAL CONFERENCE, WHICH BROUGHT TOGETHER 2,100 ATTENDEES REPRESENTING 46 STATES AND TERRITORIES FOR MORE THAN 130 BREAKOUT SESSIONS AND MAINSTAGE DISCUSSIONS.
Expenses $8,650,163 · Revenue $6,576,771
-
VOICE: ACROSS MULTIPLE CHANNELS AND AUDIENCES, OFN'S POLICY ADVOCACY AND STRATEGIC COMMUNICATIONS DRIVE THE MESSAGE THAT CDFI INVESTMENTS TRANSFORM COMMUNITIES AND CHANGE LIVES, AMPLIFYING THE CDFI MESSAGE, DEEPENING SUPPORT FOR COMMUNITY DEVELOPMENT FINANCE, AND INCREASING RESOURCES FOR CDFIS. IN 2025, OFN WAS INSTRUMENTAL IN SECURING A LEVEL $324 MILLION APPROPRIATION FOR THE CDFI FUND, LEADING MORE THAN 300 HILL VISITS THAT MOBILIZED AND DEEPENED BIPARTISAN SUPPORT FOR COMMUNITY DEVELOPMENT FINANCE, AND WORKING WITH OUTLETS INCLUDING THE NEW YORK TIMES, THE WALL STREET JOURNAL, AND POLITICO TO TELL THE STORY OF THE IMPACT AND IMPORTANCE OF CDFIS.
Expenses $2,486,399
-
OTHER
Expenses $2,590,953 · Revenue $93,259,674
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Aisha BensonAISHA BENSON
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Martina EdwardsMARTINA EDWARDS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Henry JimenezHENRY JIMENEZ
BOARD VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Ted PiccoloTED PICCOLO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Sara RazaviSARA RAZAVI
BOARD MEMBER UNTIL 10/25
- Total calculated
- $0
- Hours/week
- 2
-
Christina TraversCHRISTINA TRAVERS
BOARD TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Harold PettigrewHAROLD PETTIGREW
PRESIDENT & CEO
- Total calculated
- $433,065
- From this org
- $418,456
- From related orgs
- $0
- Other
- $14,609
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $418,456
- Bonus
- $0
- Other
- $0
- Deferred
- $14,000
- Nontaxable benefits
- $609
- Filer's total
- $433,065
-
Skya DucheneauxSKYA DUCHENEAUX
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
John Holdsclaw IVJOHN HOLDSCLAW IV
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Ariel MeyersteinARIEL MEYERSTEIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Nelly Rojas-MorenoNELLY ROJAS-MORENO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Arlo WashingtonARLO WASHINGTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Demario GreeneDEMARIO GREENE
BOARD MEMBER SINCE 10/25
- Total calculated
- $0
- Hours/week
- 2
-
Titi IkhileTITI IKHILE
BOARD MEMBER SINCE 10/25
- Total calculated
- $0
- Hours/week
- 2
-
Chuck WallCHUCK WALL
BOARD MEMBER SINCE 10/25
- Total calculated
- $0
- Hours/week
- 2
-
Amber Kuchar BellAMBER KUCHAR BELL
EVP, CHIEF PROGRAMS OFFICER
- Total calculated
- $306,744
- From this org
- $271,603
- From related orgs
- $0
- Other
- $35,141
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $262,603
- Bonus
- $9,000
- Other
- $0
- Deferred
- $11,252
- Nontaxable benefits
- $23,889
- Filer's total
- $306,744
-
Shakeyda DanielsSHAKEYDA DANIELS
SVP, FINANCIAL SERVICES
- Total calculated
- $209,445
- From this org
- $195,073
- From related orgs
- $0
- Other
- $14,372
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $184,573
- Bonus
- $10,500
- Other
- $0
- Deferred
- $7,818
- Nontaxable benefits
- $6,554
- Filer's total
- $209,445
-
Dafina WilliamsDAFINA WILLIAMS
EVP, CHIEF PUBLIC POLICY OFFICER
- Total calculated
- $288,692
- From this org
- $265,540
- From related orgs
- $0
- Other
- $23,152
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $256,540
- Bonus
- $9,000
- Other
- $0
- Deferred
- $10,730
- Nontaxable benefits
- $12,422
- Filer's total
- $288,692
-
Mary WrightMARY WRIGHT
SVP, FINANCIAL SERVICES
- Total calculated
- $221,859
- From this org
- $212,069
- From related orgs
- $0
- Other
- $9,790
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $201,569
- Bonus
- $10,500
- Other
- $0
- Deferred
- $8,640
- Nontaxable benefits
- $1,150
- Filer's total
- $221,859
-
Seth JulyanSETH JULYAN
EVP, CHIEF NETWORK OFFICER
- Total calculated
- $292,455
- From this org
- $266,541
- From related orgs
- $0
- Other
- $25,914
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $257,541
- Bonus
- $9,000
- Other
- $0
- Deferred
- $10,730
- Nontaxable benefits
- $15,184
- Filer's total
- $292,455
-
Kevin FryattKEVIN FRYATT
EVP, CHIEF FINANCIAL OFFICER
- Total calculated
- $359,233
- From this org
- $328,652
- From related orgs
- $0
- Other
- $30,581
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $319,652
- Bonus
- $9,000
- Other
- $0
- Deferred
- $6,985
- Nontaxable benefits
- $23,596
- Filer's total
- $359,233
-
Brendon MillerBRENDON MILLER
EVP, CHIEF OF STAFF & HEAD OF COMMUNICATIONS
- Total calculated
- $294,728
- From this org
- $283,010
- From related orgs
- $0
- Other
- $11,718
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $274,010
- Bonus
- $9,000
- Other
- $0
- Deferred
- $10,833
- Nontaxable benefits
- $885
- Filer's total
- $294,728
-
Jessel AminJESSEL AMIN
EVP, CHIEF INVESTMENT OFFI
- Total calculated
- $353,110
- From this org
- $324,139
- From related orgs
- $0
- Other
- $28,971
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $315,139
- Bonus
- $9,000
- Other
- $0
- Deferred
- $6,760
- Nontaxable benefits
- $22,211
- Filer's total
- $353,110
-
Regina RossREGINA ROSS
EVP, CHIEF PEOPLE & OPERATIONS OFFICER
- Total calculated
- $386,705
- From this org
- $364,594
- From related orgs
- $0
- Other
- $22,111
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $355,594
- Bonus
- $9,000
- Other
- $0
- Deferred
- $1,468
- Nontaxable benefits
- $20,643
- Filer's total
- $386,705
-
Anthony BerkleyANTHONY BERKLEY
EVP, CHIEF DEVELOPMENT OFFICER
- Total calculated
- $302,004
- From this org
- $273,186
- From related orgs
- $0
- Other
- $28,818
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $264,186
- Bonus
- $9,000
- Other
- $0
- Deferred
- $4,929
- Nontaxable benefits
- $23,889
- Filer's total
- $302,004
-
Damon SmithDAMON SMITH
GENERAL COUNSEL
- Total calculated
- $364,829
- From this org
- $343,057
- From related orgs
- $0
- Other
- $21,772
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $309,057
- Bonus
- $34,000
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $21,772
- Filer's total
- $364,829
-
Adrienne SmithADRIENNE SMITH
SVP, RESEARCH
- Total calculated
- $198,583
- From this org
- $190,917
- From related orgs
- $0
- Other
- $7,666
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $185,417
- Bonus
- $5,500
- Other
- $0
- Deferred
- $7,596
- Nontaxable benefits
- $70
- Filer's total
- $198,583
-
Tamara FryeTAMARA FRYE
SVP, HUMAN RESOURCES
- Total calculated
- $202,215
- From this org
- $180,464
- From related orgs
- $0
- Other
- $21,751
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $171,964
- Bonus
- $8,500
- Other
- $0
- Deferred
- $7,470
- Nontaxable benefits
- $14,281
- Filer's total
- $202,215
-
Sindhu LakshmananSINDHU LAKSHMANAN
SVP, DEVELOPMENT SER
- Total calculated
- $197,085
- From this org
- $181,937
- From related orgs
- $0
- Other
- $15,148
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $176,437
- Bonus
- $5,500
- Other
- $0
- Deferred
- $7,432
- Nontaxable benefits
- $7,716
- Filer's total
- $197,085
-
Mohammad HouraniMOHAMMAD HOURANI
SVP, FINANCE AND ACCOUNTING
- Total calculated
- $261,103
- From this org
- $234,329
- From related orgs
- $0
- Other
- $26,774
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $223,829
- Bonus
- $10,500
- Other
- $0
- Deferred
- $3,235
- Nontaxable benefits
- $23,539
- Filer's total
- $261,103
-
Abhilash RajanABHILASH RAJAN
SVP, INFORMATION TECHNOLOGY AND FACILITIES ADMINIS
- Total calculated
- $211,286
- From this org
- $200,792
- From related orgs
- $0
- Other
- $10,494
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $189,792
- Bonus
- $11,000
- Other
- $0
- Deferred
- $2,778
- Nontaxable benefits
- $7,716
- Filer's total
- $211,286
-
Mary Scott BalysMARY SCOTT BALYS
SVP, PUBLIC POLICY
- Total calculated
- $190,755
- From this org
- $177,101
- From related orgs
- $0
- Other
- $13,654
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $169,101
- Bonus
- $8,000
- Other
- $0
- Deferred
- $7,403
- Nontaxable benefits
- $6,251
- Filer's total
- $190,755
-
Bianca Prade Since 625BIANCA PRADE SINCE 625
SVP, STRATEGIC COMMUNICATIONS
- Total calculated
- $121,587
- From this org
- $121,564
- From related orgs
- $0
- Other
- $23
- Hours/week
- 40
-
Damayanti HalderDAMAYANTI HALDER
SVP, DATA
- Total calculated
- $168,020
- From this org
- $166,585
- From related orgs
- $0
- Other
- $1,435
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,835
- Bonus
- $6,750
- Other
- $0
- Deferred
- $1,365
- Nontaxable benefits
- $70
- Filer's total
- $168,020
-
Anthony Wilder PuzzuoliANTHONY WILDER PUZZUOLI
SVP, MEMBERSHIP
- Total calculated
- $186,737
- From this org
- $175,049
- From related orgs
- $0
- Other
- $11,688
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $169,549
- Bonus
- $5,500
- Other
- $0
- Deferred
- $7,066
- Nontaxable benefits
- $4,622
- Filer's total
- $186,737
-
Constance SamuelsCONSTANCE SAMUELS
SVP, EVENTS SINCE 04/25
- Total calculated
- $141,347
- From this org
- $135,033
- From related orgs
- $0
- Other
- $6,314
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$215,000
OPERATING GRANT
-
$150,000
OPERATING GRANT
-
OPERATING GRANT
-
$150,000
OPERATING GRANT
-
COMMUNITY HEALTH CENTER CAPITAL FUND
$150,000
OPERATING GRANT
-
COMMUNITY INVESTMENT COLLABORATIVE
$150,000
OPERATING GRANT
-
$150,000
OPERATING GRANT
-
$150,000
OPERATING GRANT
-
$150,000
OPERATING GRANT
-
OPERATING GRANT
The 10 largest by cash amount. The API serves every itemized grant.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
NCCA GENERAL PARTNER LLC
OPERATE AS A GENERAL PARTNER OF OPPORTUNITY FUND III · DE · income $0 · assets $94,273
Directly controlled by OPPORTUNITY FINANCE NETWORK
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
CDFI COMMUNITY INVESTMENT FUND I LLC
EXCLUDED · INVESTMENT IN OTHER CDFI ENTITIES · DE · 9.09% owned · share of income $39,000 · share of assets $1,312,798 · general or managing partner
Directly controlled by OPPORTUNITY FINANCE NETWORK
-
GOOD TO GROW CDFI INVESTMENT FUND LLC
EXCLUDED · INVESTMENT IN OTHER CDFI ENTITIES · DE · 5% owned · share of income $37,500 · share of assets $1,261,125 · general or managing partner
Directly controlled by OPPORTUNITY FINANCE NETWORK
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 9 September 2026
- IRS schema version
- 2025v4.2
- Source object
- 202612529349300236
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.