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Nonprofiteer
← CDC SMALL BUSINESS FINANCE CORP

Form 990 for tax year 2023

Filed by CDC SMALL BUSINESS FINANCE CORP.

Totals

Total revenue
$27,607,207
Total expenses
$26,543,703
Contributions and grants received
$2,654,144
Grants paid
$0
Program services expenses (Part IX)
$16,752,218
Management and general expenses
$9,791,485
Fundraising expenses
$0
Program service expenses (Part III)
$16,752,218

Program services were 63.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ELLIS CARR

    PRESIDENT & CEO

    Total calculated
    $901,772
    From this org
    $0
    From related orgs
    $862,564
    Other
    $39,208
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $862,564 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $39,208 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $901,772 related

  • KURT CHILCOTT

    DIRECTOR/CONSULTANT

    Total calculated
    $163,250
    From this org
    $0
    From related orgs
    $163,250
    Other
    $0
    Hours/week
    7 + 7 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $163,250 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $163,250 related

  • ALAINA BEVERLY

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0
    Hours/week
    1 + 1 related

  • GAIL MARKULIN

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0
    Hours/week
    1 + 1 related

  • PEDRO GOITIA

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0
    Hours/week
    1 + 1 related

  • L RAY MONCRIEF

    DIRECTOR

    Total calculated
    $2,500
    From this org
    $0
    From related orgs
    $2,500
    Other
    $0
    Hours/week
    1 + 1 related

  • DAN VARNER

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0
    Hours/week
    1 + 1 related

  • ERIK CALDWELL

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0
    Hours/week
    1 + 1 related

  • FRANK ROBINSON

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0
    Hours/week
    1 + 1 related

  • TOM TOPUZES

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0
    Hours/week
    1 + 1 related

  • LAUREN TYLOR ORION

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0
    Hours/week
    1 + 1 related

  • GARY CUNNINGHAM

    DIRECTOR

    Total calculated
    $6,250
    From this org
    $0
    From related orgs
    $6,250
    Other
    $0
    Hours/week
    1 + 1 related

  • OSWALDO ACOSTA

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0
    Hours/week
    1 + 1 related

  • GRACE CHIONUMA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RICK BENITO

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0
    Hours/week
    1 + 1 related

  • SHERYL CAMERON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JENNIFER SMITH DOLIN

    DIRECTOR

    Total calculated
    $6,250
    From this org
    $0
    From related orgs
    $6,250
    Other
    $0
    Hours/week
    1 + 1 related

  • CASEY FANNON

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0
    Hours/week
    1 + 1 related

  • ROBERT VILLARREAL

    CHIEF EXTERNAL AFFAIRS OFFICER

    Total calculated
    $284,719
    From this org
    $256,125
    From related orgs
    $0
    Other
    $28,594
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,126
    Bonus
    $62,199
    Other
    $1,800
    Deferred
    $22,385
    Nontaxable benefits
    $6,209
    Filer's total
    $284,719

  • RAYMOND GUTHRIE

    CHIEF INVESTMENT OFFICER

    Total calculated
    $499,162
    From this org
    $0
    From related orgs
    $429,245
    Other
    $69,917
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $429,245 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $26,734 related
    Nontaxable benefits
    $0 + $43,183 related
    Filer's total
    $0 + $499,162 related

  • NATALIE GUNN

    CHIEF FINANCIAL OFFICER

    Total calculated
    $483,847
    From this org
    $0
    From related orgs
    $440,449
    Other
    $43,398
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $440,449 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $39,114 related
    Nontaxable benefits
    $0 + $4,284 related
    Filer's total
    $0 + $483,847 related

  • JARET DINARD INGS

    SENIOR DIRECTOR OF FINANCE

    Total calculated
    $392,930
    From this org
    $0
    From related orgs
    $319,757
    Other
    $73,173
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $319,757 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $30,541 related
    Nontaxable benefits
    $0 + $42,632 related
    Filer's total
    $0 + $392,930 related

  • KIM DORSETT

    CHIEF HUMAN RESOURCE OFFICER

    Total calculated
    $364,811
    From this org
    $0
    From related orgs
    $308,457
    Other
    $56,354
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $308,457 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $26,323 related
    Nontaxable benefits
    $0 + $30,031 related
    Filer's total
    $0 + $364,811 related

  • BRIAN MCEVOY

    GENERAL COUNSEL

    Total calculated
    $442,232
    From this org
    $0
    From related orgs
    $360,194
    Other
    $82,038
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $360,194 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $29,590 related
    Nontaxable benefits
    $0 + $52,448 related
    Filer's total
    $0 + $442,232 related

  • MATTHEW WEHLAND

    CHIEF OPERATING OFFICER

    Total calculated
    $394,615
    From this org
    $0
    From related orgs
    $349,095
    Other
    $45,520
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $349,095 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $28,218 related
    Nontaxable benefits
    $0 + $17,302 related
    Filer's total
    $0 + $394,615 related

  • KARLA GILL

    CHIEF TECHNOLOGY OFFICER

    Total calculated
    $372,779
    From this org
    $0
    From related orgs
    $334,830
    Other
    $37,949
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $334,830 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $20,716 related
    Nontaxable benefits
    $0 + $17,233 related
    Filer's total
    $0 + $372,779 related

  • THOMAS BRUNE

    PRESIDENT VENTURES LENDING TECH

    Total calculated
    $349,023
    From this org
    $302,684
    From related orgs
    $0
    Other
    $46,339
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $275,135
    Bonus
    $25,749
    Other
    $1,800
    Deferred
    $30,297
    Nontaxable benefits
    $16,042
    Filer's total
    $349,023

  • ANTHONY BARENGO

    SVP OF CREDIT

    Total calculated
    $287,421
    From this org
    $253,607
    From related orgs
    $0
    Other
    $33,814
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $222,557
    Bonus
    $29,250
    Other
    $1,800
    Deferred
    $24,488
    Nontaxable benefits
    $9,326
    Filer's total
    $287,421

  • ANDREW ERICKSON

    VICE PRESIDENT, SENIOR COM

    Total calculated
    $452,152
    From this org
    $392,024
    From related orgs
    $0
    Other
    $60,128
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $108,210
    Bonus
    $282,014
    Other
    $1,800
    Deferred
    $39,600
    Nontaxable benefits
    $20,528
    Filer's total
    $452,152

  • RANDY SHOOPMAN

    VP OF SOFTWARE DEVELOPMENT VENTURES

    Total calculated
    $281,980
    From this org
    $250,319
    From related orgs
    $0
    Other
    $31,661
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,355
    Bonus
    $22,164
    Other
    $1,800
    Deferred
    $24,175
    Nontaxable benefits
    $7,486
    Filer's total
    $281,980

  • MARK HOGAN

    VICE PRESIDENT, SENIOR COM

    Total calculated
    $342,547
    From this org
    $312,697
    From related orgs
    $0
    Other
    $29,850
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,490
    Bonus
    $163,407
    Other
    $1,800
    Deferred
    $22,364
    Nontaxable benefits
    $7,486
    Filer's total
    $342,547

  • JULIE MIDDLETON

    VICE PRESIDENT SALES AND SUPPORT

    Total calculated
    $267,272
    From this org
    $230,597
    From related orgs
    $0
    Other
    $36,675
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,720
    Bonus
    $18,077
    Other
    $1,800
    Deferred
    $20,633
    Nontaxable benefits
    $16,042
    Filer's total
    $267,272

  • ERIN HEBERT

    HEAD OF OPERATIONS

    Total calculated
    $295,291
    From this org
    $251,832
    From related orgs
    $0
    Other
    $43,459
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,739
    Bonus
    $21,293
    Other
    $1,800
    Deferred
    $23,873
    Nontaxable benefits
    $19,586
    Filer's total
    $295,291

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 — 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 committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
THE ORGANIZATION SETS OVERARCHING CORPORATE STRATEGIC PERFORMANCE GOALS AND KEY METRICS FOR THE YEAR THAT ARE APPROVED BY THE BOARD OF DIRECTORS. INDIVIDUALS THEN DEVELOP INDIVIDUAL PERFORMANCE GOALS AS APPLICABLE, LEVERAGING AND TYING INTO THE CORPORATE GOALS. THE BOARD OF DIRECTORS APPROVES A TOTAL BONUS POOL TO BE ALLOCATED AMONGST EMPLOYEES AT THE DISCRETION OF MANAGEMENT IN CONCERT WITH EVALUATIONS OF PERFORMANCE PER EMPLOYEE PERFORMANCE GOALS.

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

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
26 September 2024
IRS schema version
2023v5.1
Source object
202412709349301421

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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