Skip to content
Nonprofiteer
← All organizations

OPPORTUNITY FINANCE NETWORK

EIN 20-5189202 PHILADELPHIA, PA

Revenue 2025
$139,747,451
Expenses 2025
$33,092,426

Program services were 67.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
W60
Classification
1200
Street
123 S BROAD ST STE 1930

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

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.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • AISHA BENSON

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • MARTINA EDWARDS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • HENRY JIMENEZ

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • TED PICCOLO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • SARA RAZAVI

    BOARD MEMBER UNTIL 10/25

    Total calculated
    $0
    Hours/week
    2

  • CHRISTINA TRAVERS

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    2

  • HAROLD 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 DUCHENEAUX

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JOHN HOLDSCLAW IV

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ARIEL MEYERSTEIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • NELLY ROJAS-MORENO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ARLO WASHINGTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DEMARIO GREENE

    BOARD MEMBER SINCE 10/25

    Total calculated
    $0
    Hours/week
    2

  • TITI IKHILE

    BOARD MEMBER SINCE 10/25

    Total calculated
    $0
    Hours/week
    2

  • CHUCK WALL

    BOARD MEMBER SINCE 10/25

    Total calculated
    $0
    Hours/week
    2

  • AMBER 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 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 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 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 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 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 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 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 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 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

The first 25 listed. 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. Earlier years are each on their own filing page.

Filings

  • 2025
    Revenue
    $139,747,451
    Expenses
    $33,092,426
    Contributions
    $25,493,544
    Grants paid
    $2,865,000
  • 2025
    Revenue
    $139,737,347
    Expenses
    $33,082,322
    Contributions
    $25,493,544
    Grants paid
    $2,865,000
  • 2024
    Revenue
    $2,333,785,289
    Expenses
    $40,955,651
    Contributions
    $2,301,598,149
    Grants paid
    $14,800,000
  • 2023
    Revenue
    $24,971,319
    Expenses
    $31,233,261
    Contributions
    $7,042,460
    Grants paid
    $15,225,000
  • 2022
    Revenue
    $76,048,439
    Expenses
    $36,517,605
    Contributions
    $63,110,366
    Grants paid
    $21,400,000

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $52,021,160
    Expenses
    $22,092,402
    Assets (EOY)
    $225,364,675

  • 2020 · 990

    Revenue
    $30,843,576
    Expenses
    $24,070,767
    Assets (EOY)
    $189,426,198

  • 2019 · 990

    Revenue
    $16,457,655
    Expenses
    $11,009,104
    Assets (EOY)
    $152,045,945

  • 2018 · 990

    Revenue
    $13,123,545
    Expenses
    $10,533,613
    Assets (EOY)
    $142,073,399

  • 2017 · 990

    Revenue
    $10,185,315
    Expenses
    $11,095,319
    Assets (EOY)
    $142,561,606

  • 2016 · 990

    Revenue
    $11,622,512
    Expenses
    $14,417,609
    Assets (EOY)
    $143,223,853

  • 2015 · 990

    Revenue
    $13,490,659
    Expenses
    $12,506,610
    Assets (EOY)
    $132,546,390

  • 2014 · 990

    Revenue
    $17,299,648
    Expenses
    $11,869,799
    Assets (EOY)
    $125,261,510

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Disregarded entities on its 2025 return

Related partnerships on its 2025 return

California fundraising campaigns

Campaigns run by paid fundraisers, commercial coventurers and thrift stores naming this organization, as California published them. Both figures are as filed, and what the first one counts depends on the campaign type — a coventurer or a thrift store files its own sales rather than money collected for the charity. The 990 reports this only as a yearly total, never per campaign.

  • MORGAN STANLEY INVESTMENT MANAGEMENT INC.

    $1,700,232,192 in sales

    2024 Commercial Coventurer

    $450,000 to charity

  • MORGAN STANLEY INVESTMENT MANAGEMENT INC.

    $1,658,254,152 in sales

    2023 Commercial Coventurer

    $350,000 to charity

  • MORGAN STANLEY INVESTMENT MANAGEMENT INC.

    $596,569,767 in sales

    2022 Commercial Coventurer

    $250,559 to charity

Amounts are as filed and do not add up: a commercial coventurer reports one promotion's whole gross once for each charity that shared in it. A campaign may also name more than one registered charity, in which case it appears on each.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 23 October 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.