Civic Intelligence

National Federation of Community Development Credit Unions Inc

990 • Fiscal year 2023 • EIN 11-2421972

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization ProfileWWW.INCLUSIV.ORG

View Organization Page

39 Broadway 2140New York, NY 10006

(212) 809-1850

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.65x

Higher debt load relative to assets than 79% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

91st percentile

3.96x

Higher debt load relative to revenue than 91% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

75th percentile

15%

Higher net margin than 75% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

42nd percentile

$306,610

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

2nd percentile

-25%

Faster asset growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-7.1%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$72,784,355

Down $24,837,766 (-25%) from 2022

Net Assets

Down

$25,547,648

Down $4,399,157 (-15%) from 2022

Liabilities

Down

$47,236,707

Down $20,438,609 (-30%) from 2022

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin75th percentile

Revenue

Down

$11,935,667

Down $912,076 (-7.1%) from 2022

Expenses

Up

$10,119,825

Up $1,515,508 (+18%) from 2022

Net Income

Down

$1,815,842

Down $2,427,584 (-57%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0B$1.5B$1.0B$500M$0Assets 2010: $24,812,191Liabilities 2010: $16,804,478Net Assets 2010: $8,007,7132010Assets 2011: $26,788,397Liabilities 2011: $17,888,984Net Assets 2011: $8,899,4132011Assets 2012: $28,841,296Liabilities 2012: $19,534,990Net Assets 2012: $9,306,3062012Assets 2013: $25,576,578Liabilities 2013: $16,337,338Net Assets 2013: $9,239,2402013Assets 2014: $25,681,027Liabilities 2014: $16,390,795Net Assets 2014: $9,290,2322014Assets 2015: $25,968,912Liabilities 2015: $16,534,621Net Assets 2015: $9,434,2912015Assets 2016: $28,121,450Liabilities 2016: $18,241,608Net Assets 2016: $9,879,8422016Assets 2017: $33,990,376Liabilities 2017: $19,723,980Net Assets 2017: $14,266,3962017Assets 2018: $39,404,925Liabilities 2018: $25,625,706Net Assets 2018: $13,779,2192018Assets 2019: $45,172,640Liabilities 2019: $25,833,499Net Assets 2019: $19,339,1412019Assets 2020: $51,995,198Liabilities 2020: $30,077,253Net Assets 2020: $21,917,9452020Assets 2021: $81,962,812Liabilities 2021: $56,199,262Net Assets 2021: $25,763,5502021Assets 2022: $97,622,121Liabilities 2022: $67,675,316Net Assets 2022: $29,946,8052022Assets 2023: $72,784,355Liabilities 2023: $47,236,707Net Assets 2023: $25,547,6482023Assets 2024: $1,960,631,669Liabilities 2024: $52,094,778Net Assets 2024: $1,908,536,8912024

Highlighted filing

2023

Assets$72,784,355
Liabilities$47,236,707
Net Assets$25,547,648
Open 2023 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0B$1.5B$1.0B$500M$0-$500MRevenue 2010: $4,464,443Expenses 2010: $4,142,088Net Income 2010: $322,3552010Revenue 2011: $5,192,411Expenses 2011: $4,300,711Net Income 2011: $891,7002011Expenses 2012: $5,120,7132012Revenue 2013: $3,589,703Expenses 2013: $3,555,175Net Income 2013: $34,5282013Revenue 2014: $3,537,484Expenses 2014: $3,486,492Net Income 2014: $50,9922014Revenue 2015: $4,102,946Expenses 2015: $3,958,887Net Income 2015: $144,0592015Revenue 2016: $4,082,542Expenses 2016: $3,636,991Net Income 2016: $445,5512016Revenue 2017: $5,548,606Expenses 2017: $4,388,916Net Income 2017: $1,159,6902017Revenue 2018: $4,725,698Expenses 2018: $5,183,050Net Income 2018: -$457,3522018Revenue 2019: $7,029,049Expenses 2019: $5,635,794Net Income 2019: $1,393,2552019Revenue 2020: $8,231,612Expenses 2020: $6,486,141Net Income 2020: $1,745,4712020Revenue 2021: $11,675,064Expenses 2021: $7,829,459Net Income 2021: $3,845,6052021Revenue 2022: $12,847,743Expenses 2022: $8,604,317Net Income 2022: $4,243,4262022Revenue 2023: $11,935,667Expenses 2023: $10,119,825Net Income 2023: $1,815,8422023Revenue 2024: $1,897,878,390Expenses 2024: $14,997,310Net Income 2024: $1,882,881,0802024

Highlighted filing

2023

Revenue$11,935,667
Expenses$10,119,825
Net Income$1,815,842
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$11,935,667
Mission and Program Overview

Mission

The mission of the national federation of community development credit unions is to help low- and moderate-income people and communities achieve financial independence through credit unions.

The mission of inclusiv is to help low- and moderate-income people and communities achieve financial independence through credit unions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$68,756,980$45,177,802▼ $23,579,178
Savings and Temporary Cash Investments$19,780,888$23,369,337▲ $3,588,449
Intangible Assets$1,155,624$891,402▼ $264,222
Accounts Receivable$1,412,910$770,649▼ $642,261
Cash and Non-Interest-Bearing Accounts$4,592,674$765,330▼ $3,827,344
Investments Other Securities$505,829$485,784▼ $20,045
Prepaid Expenses and Deferred Charges$46,140$247,529▲ $201,389
Land, Buildings, and Equipment, Net$258,330$198,177▼ $60,153
Total Assets$97,622,122$72,784,355▼ $24,837,767
Other Assets Total$1,112,747$878,345▼ $234,402
Liabilities
Mortgage Notes Payable Secured by Investment Property$64,892,253$44,287,136▼ $20,605,117
Deferred Revenue$778,875$1,530,839▲ $751,964
Other Liabilities$1,393,053$1,104,457▼ $288,596
Accounts Payable and Accrued Expenses$611,136$314,275▼ $296,861
Total Liabilities$67,675,317$47,236,707▼ $20,438,610
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$22,913,497$20,261,990▼ $2,651,507
Net Assets With Donor Restrictions$7,033,308$5,285,658▼ $1,747,650
Total Net Assets Fund Balance$29,946,805$25,547,648▼ $4,399,157
Total Liabilities and Net Assets / Fund Balance$97,622,122$72,784,355▼ $24,837,767

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$177,205$227,883$405,088
Equipment$20,972$122,586$143,558
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cathleen MahonPresident/CEOFT$285,060$21,550$306,610
Eben SheafferCFO/CIOFT$238,314$19,117$257,431
Pablo DefilippiSVP Network DevelopmentFT$212,952$21,561$234,513
Pamela OwensVice PresidentFT$171,436$29,063$200,499
Susanne JamesSVP of CapitalFT$178,502$2,376$180,878
Alexis IwanisziwSVP Policy & CommunicationsFT$152,410$21,830$174,240
Neda ArabshahiSVP Center for ResiliencyFT$143,837$28,131$171,968
Andrea LallyVP Network EngagementFT$128,280$30,078$158,358

Board Members and Trustees

NameTitle
Robin RomanoChairman
Blanche L JacksonVice Chairman
Aurelio Arroya GonzalezDirector
Diane Sandoval-griegoDirector
Hank HubbardDirector
Jack LawsonDirector
Jacqueline MooreDirector
Jama HayesDirector
James HunterDirector
Jeff IveyDirector
Kathy ChartierDirector
Luis PastorDirector
Michele Franqui BaqueroDirector
Ed SivakRecording Secretary
Nereida Seda VargasTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Inclusive Prosperity Capital INCConsulting75 CHARTER OAK AVENUE, Hartsford, CT 06106$311,500
The Peabody MemphisConference Hotel149 UNION AVE, Memphis, TN 38103$286,323
Metroconnections INCConference Management401 CLIFF ROAD, Eburnsville, MN 55337$182,476
ArkatechtureSoftware Development75 WASHINGTON AVENUE SUITE 2F, Portland, ME 04101$177,553
Tmr & AssociatesllcConsulting22 OTSEGO AVE, New Rochelle, NY 10804$157,428
Revenue and Support

Revenue Composition

Contributions and Grants
$7,008,776
Program Service Revenue
$4,871,236
Investment Income
$14,597
Other Revenue
$41,058
All Other Contributions
$4,308,776
Change in Net Assets
$1,815,842

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,935,667
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,522,861
Total Revenue per Audited Statements
$13,458,528
Total Revenue per Form 990
$11,935,667
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,915,737
Other Expenses$4,254,838
Grants and Similar Amounts Paid$949,250
Total Fundraising Expense$131,617
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,388,168$765,710$86,732$3,240,610
Fees for Services Other$1,358,914$3,086-$1,362,000
Interest$1,046,489$5,737-$1,052,226
Grants to Domestic Orgs$949,250--$949,250
Current Officers, Directors, Trustees, and Key Employees$679,637$200,899$24,034$904,570
Conferences and Meetings$551,691$11,898-$563,589
Other Employee Benefits$308,616$28,975$8,538$346,129
Payroll Taxes$307,582$27,648$10,368$345,598
Occupancy$280,168$2,700-$282,868
Travel$227,622$24,596-$252,218
Office Expenses$207,084$3,747-$210,831
Depreciation Depletion$83,089$60,153-$143,242
Fees for Services Accounting$98,625$309-$98,934
Pension Plan Contributions$70,286$6,599$1,945$78,830
Insurance$61,672--$61,672
Fees for Services Legal$36,512$3,573-$40,085
Information Technology$10,877$85-$10,962
Other Expenses$6,452$2,648-$9,100
All Other Expenses$5,734$2,352-$8,086
Total Functional Expenses$8,833,055$1,155,153$131,617$10,119,825

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$11,392,452
Expenses per Audited Statements$10,119,825
Total Expenses per Form 990$10,119,825
Expenses Not Reported on Form 990$1,272,627
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Urban Beginner Choice FcuFory Wayne, IN501(c)(1)Credit Union Impact Capacity Building$30,500
Hill District FcuPittsburgh, PA501(c)(1)Credit Union Impact Capacity Building$20,000
Cooperativa De Ahorro Y Crdito De Lajas 47 Sur CalleLajas, PR501(c)14Credit Union Impact Capacity Building$16,750
Cooperativa De Ahorra Y Credito De SalinasSalinas, PR501(c)14Credit Union Impact Capacity Building$16,250
Iberville Federal Credit UnionPlaquemine, LA501(c)(1)Credit Union Impact Capacity Building$15,500
Toledo Urban FcuToledo, OH501(c)(1)Credit Union Impact Capacity Building$15,500
Border Fcu Attn Maria J MartinezDelrio, TX501(c)(1)Credit Union Impact Capacity Building$10,500
Chicago Municipal Employees Credit UnionChicago, IL501(c)(1)Credit Union Impact Capacity Building$10,500
Church of the Master FcuNew York, NY501(c)(1)Credit Union Impact Capacity Building$10,500
Community First Fund Federal CuLancaster, PA501(c)(1)Credit Union Impact Capacity Building$10,500
Cooperativa De Ac Aguadilla AveAguadilla, PR501(c)14Credit Union Impact Capacity Building$10,500
Cooperativa De Ahorro Y Crdito Aibonitea CalleAibonito, PR501(c)14Credit Union Impact Capacity Building$10,500
Cooperativa De Ahorro Y Crdito Jess ObreroGuaynabo, PR501(c)14Credit Union Impact Capacity Building$10,500
Cooperativa De Ahorro Y Crdito Naguabea UrbNaguabo, PR501(c)14Credit Union Impact Capacity Building$10,500
Cooperativa De Ahorro Y Crdito Pepiniana Carr 111 KmSebastian, PR501(c)14Credit Union Impact Capacity Building$10,500
Cooperativa De Ahorro Y Crdito TucoopSan Juan, PR501(c)14Credit Union Impact Capacity Building$10,500
Cooperativa De Ahorro Y Credito De MayaguezMayaguez, PR501(c)14Credit Union Impact Capacity Building$10,500
Cooperativa De Saulo D Rodrguez(guracoop)Gurabo, PR501(c)14Credit Union Impact Capacity Building$10,500
Cooperativa Del Fondo Del Seguro Del EstadoBayamon, PR501(c)14Credit Union Impact Capacity Building$10,500
Coperativa Florida 5 Calle Teodoro MoralesFlorida, PR501(c)(1)Credit Union Impact Capacity Building$10,500
Crdito De Oficiales De Custodia De Puerto Rico Urb Reparto MetropolitanoSan Juan, PR501(c)(1)Credit Union Impact Capacity Building$10,500
Fidelis FcuNew York, NY501(c)(1)Credit Union Impact Capacity Building$10,500
Government Priniting Office FcuWashington, DC501(c)(1)Credit Union Impact Capacity Building$10,500
Sixth Avenue Baptist FcuBirmingham, AL501(c)(1)Credit Union Impact Capacity Building$10,500
Universal Coop Federal CuRio Grande, PR501(c)(1)Credit Union Impact Capacity Building$10,500
Urban Upbound FcuLong Island City, NY501(c)(1)Credit Union Impact Capacity Building$10,500
Virginia State University FcuSouth Chesterfield, VA501(c)(1)Credit Union Impact Capacity Building$10,500
Brookland FcuWest Columbia, SC501(c)(1)Credit Union Impact Capacity Building$10,000
Chicago Post Office EmployeesChicago, IL501(c)(1)Credit Union Impact Capacity Building$10,000
Citizens Choice Fcu Co Permelia L MurphySt Natchez, MS501(c)(1)Credit Union Impact Capacity Building$10,000
Concord Federal Credit UnionBrooklyn, NY501(c)(1)Credit Union Impact Capacity Building$10,000
Cooperativa Agentes La Loteria De PrSan Juan, PR501(c)14Credit Union Impact Capacity Building$10,000
Cooperativa Casa Del Trabajador TrabajacoopSan Juan, PR501(c)14Credit Union Impact Capacity Building$10,000
Cooperativa Centro Gubernament MinillasSan Juan, PR501(c)14Credit Union Impact Capacity Building$10,000
Cooperativa Colegio De IngeneirosyagrimensoresSan Juan, PR501(c)14Credit Union Impact Capacity Building$10,000
Cooperativa De Ac SptcoopSan Juan, PR501(c)14Credit Union Impact Capacity Building$10,000
Cooperativa De Ahorra Credito Empleados De BacardiCantano, PR501(c)14Credit Union Impact Capacity Building$10,000
Cooperativa De Ahorra Y Credito IntermetroSan Juan, PR501(c)14Credit Union Impact Capacity Building$10,000
Cooperativa De Ahorro Empleados Plaza ProvisionSan Juan, PR501(c)14Credit Union Impact Capacity Building$10,000
Cooperativa De Ahorro Metodistas Unidos DeSan Juan, PR501(c)14Credit Union Impact Capacity Building$10,000
Cooperativa De Ahorro Y Crdito De Moca CalleMoca, PR501(c)14Credit Union Impact Capacity Building$10,000
Cooperativa De Ahorro Y Crdito De Rico Dairy AveSan Juan, PR501(c)14Credit Union Impact Capacity Building$10,000
Cooperativa De Ahorro Y Crdito Edecoop AptSan Juan, PR501(c)14Credit Union Impact Capacity Building$10,000
Cooperativa De Ahorro Y Crdito IslacoopCarolina, PR501(c)14Credit Union Impact Capacity Building$10,000
Cooperativa De Ahorro Y Crdito Padre MacdonaldPonce, PR501(c)14Credit Union Impact Capacity Building$10,000
Cooperativa De Ahorro Y Credito ElectrocoopSan Juan, PR501(c)14Credit Union Impact Capacity Building$10,000
Cooperativa De Iglesia De Dios MissionVegaalta, PR501(c)14Credit Union Impact Capacity Building$10,000
Cooperativa Los Hermanos Credit Union Urb CaribeSan Jose, PR501(c)14Credit Union Impact Capacity Building$10,000
Cooperativa Personal De Ballester HermanosSan Juan, PR501(c)14Credit Union Impact Capacity Building$10,000
Cooperativa Pr Employee Groups FcuSan Juan, PR501(c)14Credit Union Impact Capacity Building$10,000
Cooperativa San Miguel De NaranjitoNaranjito, PR501(c)14Credit Union Impact Capacity Building$10,000
Cooperativa Tribunal General De Justicia(judicoop)San Juan, PR501(c)14Credit Union Impact Capacity Building$10,000
Councill Federal Credit UnionNormal, AL501(c)(1)Credit Union Impact Capacity Building$10,000
Crdito De Lares Y Regin Central Carr 111 KmLares, PR501(c)(1)Credit Union Impact Capacity Building$10,000
Edisto Federal Credit UnionOrangeburg, SC501(c)(1)Credit Union Impact Capacity Building$10,000
Everest Federal Credit Union 74-18Jackson Heights, NY501(c)(1)Credit Union Impact Capacity Building$10,000
Frederiksted FcuFrederiksted, VI501(c)(1)Credit Union Impact Capacity Building$10,000
Greater Cleveland Community Credit UnionCleveland, OH501(c)(1)Credit Union Impact Capacity Building$10,000
Greater Kinston Credit UnionKinston, NC501(c)(1)Credit Union Impact Capacity Building$10,000
HEART O' TEXAS FEDERAL CREDIT UNIONWaco, TX501(c)(1)Credit Union Impact Capacity Building$10,000
Mount Vernon Ny Postal Employees FcuMount Vernon, NY501(c)(1)Credit Union Impact Capacity Building$10,000
Mt Zion Indianapolis FcuIndianapolis, IN501(c)(1)Credit Union Impact Capacity Building$10,000
New Community FcuNewwark, NJ501(c)(1)Credit Union Impact Capacity Building$10,000
New Covenant Dominion FcuBronx, NY501(c)(1)Credit Union Impact Capacity Building$10,000
New Pilgrim Federal Credit UnionBirmingham, AL501(c)(1)Credit Union Impact Capacity Building$10,000
Nul Federal Credit UnionNew York, NY501(c)(1)Credit Union Impact Capacity Building$10,000
One Detroit CuDetroit, MI501(c)(1)Credit Union Impact Capacity Building$10,000
People Trust Community FcuNorth Little Rock, AR501(c)(1)Credit Union Impact Capacity Building$10,000
Shpe FcuGreensburg, LA501(c)(1)Credit Union Impact Capacity Building$10,000
Unity of Eatonville FcuEatonville, FL501(c)(1)Credit Union Impact Capacity Building$10,000
Vitelco Employees FcuSaint Thomas, VI501(c)(1)Credit Union Impact Capacity Building$10,000
Cooperativa De Ahorro Y Crdito De JayuyaJayuya, PR501(c)14Credit Union Impact Capacity Building$6,250
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$1,104,457
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The return is prepared by an independent accountant. The board is made up of 15 members and includes a designated finance committee within these members. It is a practice of the organization to send the finance committee the tax return to review before it is filed.”

Form 990, Part VI, Section B, Line 12C

“All board members are required annually to complete and sign a conflict of interest policy disclosure form, which is then reviewed by the board of directors each year.”

Form 990, Part VI, Section B, Line 15A

“Officers and management officials compensation is determined by board committee in conjunction with independent compensation surveys. There is a dedicated board committee that determines the ceo compensation and that committee tests the labor market for comparable compensation by using independent survey data.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Inclusiv Inc
EIN
11-2421972
Phone
2128091850
Address
39 BROADWAY 2140, NEW YORK, NY 10006

Signing Officer

Name
Eben Sheaffer
Title
CFO/CIO
Phone
2128091850
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eben Sheaffer
Formed
1974
Legal Domicile
Dc
Voting Board Members
15
Independent Board Members
15
Employees
39
Volunteers
15

Preparer

Firm
Cohnreznick Llp
Address
14 SYLVAN WAY, PARSIPPANY, NJ 07054-3801
Preparer
Lori Rothe Yokobosky CPA
Phone
9732283500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contract services: program service expenses 168,830. Management and general expenses 1,315. Fundraising expenses 0. Total expenses 170,145. Consultant service : program service expenses 1,190,084. Management and general expenses 1,771. Fundraising expenses 0. Total expenses 1,191,855.”

FORM 990, PART XI, LINE 9:

“Removal of previously disregarded net assets -6,160,254.”

Financial Statement Notes

PART X, LINE 2:

“Inclusiv believes it has no uncertain tax positions as of december 31, 2023 and 2022 in accordance with fasb accounting standards codification ("asc") topic 740, income taxes, which provides standards for establishing and classifying any tax provisions for uncertain tax positions. Cdcumc and fund manager are considered disregarded entities and are not subject to income tax absent of unrelated business income tax. There was no unrelated business income tax for the years ended december 31, 2023 and 2022. Sc fund is considered a pass-through entity for federal and state income tax purposes. Sc fund files income tax returns in u.s. Federal jurisdictions and required states. The income tax topic of financial accounting standards board accounting standards codification provides guidance for how uncertain tax positions should be recognized, measured, disclosed and presented in the financial statements. This requires the evaluation of tax positions taken or expected to be taken on its tax returns to determine whether the tax positions are "more-likely-than-not" of being sustained "when challenged or "when examined" by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold would be recorded as a tax benefit or expense and liability in the current year. The managing member has determined that there are no material uncertain income tax positions existing as of december 31, 2023 and 2022. Inclusiv's federal and state tax returns prior to fiscal year 2020 are closed and management continually evaluates expiring statutes of limitations, audits, proposed settlements, changes in tax law and new authoritative rulings.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Related organization 1,155,337.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Related organization 997,858. Other elimination -147,500.”

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IRS990/CompensationProcessOtherInd00
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IRS990/ContractorCompensationGrp/CompensationAmt2182476
IRS990/ContractorCompensationGrp/CompensationAmt3177553
IRS990/ContractorCompensationGrp/CompensationAmt4157428
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1149 UNION AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2401 CLIFF ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt375 WASHINGTON AVENUE SUITE 2F
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt422 OTSEGO AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0HARTSFORD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1MEMPHIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2EBURNSVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3PORTLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4NEW ROCHELLE
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1TN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3ME
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4NY
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd410804
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0INCLUSIVE PROSPERITY CAPITAL INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1THE PEABODY MEMPHIS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2METROCONNECTIONS INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3ARKATECHTURE
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4TMR & ASSOCIATESLLC
IRS990/ContractorCompensationGrp/ServicesDesc0CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc1CONFERENCE HOTEL
IRS990/ContractorCompensationGrp/ServicesDesc2CONFERENCE MANAGEMENT
IRS990/ContractorCompensationGrp/ServicesDesc3SOFTWARE DEVELOPMENT
IRS990/ContractorCompensationGrp/ServicesDesc4CONSULTING
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IRS990/CYOtherRevenueAmt041058
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IRS990/CYTotalExpensesAmt010119825
IRS990/CYTotalFundraisingExpenseAmt0131617
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IRS990/DepreciationDepletionGrp/TotalAmt0143242
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IRS990/DocumentRetentionPolicyInd01
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IRS990/FeesForServicesAccountingGrp/TotalAmt098934
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03573
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1521550
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1619117
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1729063
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1821830
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1930078
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2028131
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2121561
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt222376
IRS990/Form990PartVIISectionAGrp/PersonNm0AURELIO ARROYA GONZALEZ
IRS990/Form990PartVIISectionAGrp/PersonNm1BLANCHE L JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm2DIANE SANDOVAL-GRIEGO
IRS990/Form990PartVIISectionAGrp/PersonNm3ED SIVAK
IRS990/Form990PartVIISectionAGrp/PersonNm4HANK HUBBARD
IRS990/Form990PartVIISectionAGrp/PersonNm5JACK LAWSON
IRS990/Form990PartVIISectionAGrp/PersonNm6JACQUELINE MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm7JAMA HAYES
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES HUNTER
IRS990/Form990PartVIISectionAGrp/PersonNm9JEFF IVEY
IRS990/Form990PartVIISectionAGrp/PersonNm10KATHY CHARTIER
IRS990/Form990PartVIISectionAGrp/PersonNm11LUIS PASTOR
IRS990/Form990PartVIISectionAGrp/PersonNm12MICHELE FRANQUI BAQUERO
IRS990/Form990PartVIISectionAGrp/PersonNm13NEREIDA SEDA VARGAS
IRS990/Form990PartVIISectionAGrp/PersonNm14ROBIN ROMANO
IRS990/Form990PartVIISectionAGrp/PersonNm15CATHLEEN MAHON
IRS990/Form990PartVIISectionAGrp/PersonNm16EBEN SHEAFFER
IRS990/Form990PartVIISectionAGrp/PersonNm17PAMELA OWENS
IRS990/Form990PartVIISectionAGrp/PersonNm18ALEXIS IWANISZIW
IRS990/Form990PartVIISectionAGrp/PersonNm19ANDREA LALLY
IRS990/Form990PartVIISectionAGrp/PersonNm20NEDA ARABSHAHI
IRS990/Form990PartVIISectionAGrp/PersonNm21PABLO DEFILIPPI
IRS990/Form990PartVIISectionAGrp/PersonNm22SUSANNE JAMES
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15285060
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16238314
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17171436
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18152410
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19128280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20143837
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21212952
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22178502
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3RECORDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16CFO/CIO
IRS990/Form990PartVIISectionAGrp/TitleTxt17VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18SVP POLICY & COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP NETWORK ENGAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20SVP CENTER FOR RESILIENCY
IRS990/Form990PartVIISectionAGrp/TitleTxt21SVP NETWORK DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22SVP OF CAPITAL
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt02700000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0949250
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0949250
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt011935667
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt020
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt085
IRS990/InformationTechnologyGrp/ProgramServicesAmt010877
IRS990/InformationTechnologyGrp/TotalAmt010962
IRS990/InsuranceGrp/ProgramServicesAmt061672
IRS990/InsuranceGrp/TotalAmt061672
IRS990/IntangibleAssetsGrp/BOYAmt01155624
IRS990/IntangibleAssetsGrp/EOYAmt0891402
IRS990/InterestGrp/ManagementAndGeneralAmt05737
IRS990/InterestGrp/ProgramServicesAmt01046489
IRS990/InterestGrp/TotalAmt01052226
IRS990/InvestmentIncomeGrp/ExclusionAmt014597
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014597
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0505829
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0485784
IRS990/IRPDocumentCnt029
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0350469
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0258330
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0198177
IRS990/LandBldgEquipCostOrOtherBssAmt0548646
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt041058
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt041058
IRS990/MissionDesc0THE MISSION OF INCLUSIV IS TO HELP LOW- AND MODERATE-INCOME PEOPLE AND COMMUNITIES ACHIEVE FINANCIAL INDEPENDENCE THROUGH CREDIT UNIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt044287136
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IRS990/NetAssetsOrFundBalancesEOYAmt025547648
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-54745
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt022913497
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt020261990
IRS990/NondeductibleContributionsInd00
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IRS990/OccupancyGrp/ProgramServicesAmt0280168
IRS990/OccupancyGrp/TotalAmt0282868
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03747
IRS990/OfficeExpensesGrp/ProgramServicesAmt0207084
IRS990/OfficeExpensesGrp/TotalAmt0210831
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt0878345
IRS990/OtherChangesInNetAssetsAmt0-6160254
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08538
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt028975
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0308616
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0346129
IRS990/OtherExpensesGrp/Desc0MORTAGE SERVICES FEES A
IRS990/OtherExpensesGrp/Desc1PROVISIONAL FOR (RECOVE
IRS990/OtherExpensesGrp/Desc2DUES & MEMBERSHIP
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04438
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12648
IRS990/OtherExpensesGrp/ProgramServicesAmt0139275
IRS990/OtherExpensesGrp/ProgramServicesAmt115312
IRS990/OtherExpensesGrp/ProgramServicesAmt26452
IRS990/OtherExpensesGrp/TotalAmt0143713
IRS990/OtherExpensesGrp/TotalAmt115312
IRS990/OtherExpensesGrp/TotalAmt29100
IRS990/OtherLiabilitiesGrp/BOYAmt01393053
IRS990/OtherLiabilitiesGrp/EOYAmt01104457
IRS990/OtherRevenueTotalAmt041058
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt086732
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0765710
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02388168
IRS990/OtherSalariesAndWagesGrp/TotalAmt03240610
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt068756980
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt045177802
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,784,355
Liabilities
$47,236,707
Net assets
$25,547,648
Revenue
$11,935,667
Expenses
$10,119,825
Net income
$1,815,842
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,961$52.1$1,909$1,898$15.0$1,883
2023Detailed filing. Detailed filing data is available for this year.$72.8$47.2$25.5$11.9$10.1$1.82
2022Detailed filing. Detailed filing data is available for this year.$97.6$67.7$29.9$12.8$8.60$4.24
2021Detailed filing. Detailed filing data is available for this year.$82.0$56.2$25.8$11.7$7.83$3.85
2020Detailed filing. Detailed filing data is available for this year.$52.0$30.1$21.9$8.23$6.49$1.75
2019Detailed filing. Detailed filing data is available for this year.$45.2$25.8$19.3$7.03$5.64$1.39
2018Detailed filing. Detailed filing data is available for this year.$39.4$25.6$13.8$4.73$5.18$0.46
2017Detailed filing. Detailed filing data is available for this year.$34.0$19.7$14.3$5.55$4.39$1.16
2016Detailed filing. Detailed filing data is available for this year.$28.1$18.2$9.88$4.08$3.64$0.45
2015Detailed filing. Detailed filing data is available for this year.$26.0$16.5$9.43$4.10$3.96$0.14
2014Detailed filing. Detailed filing data is available for this year.$25.7$16.4$9.29$3.54$3.49$0.05
2013Detailed filing. Detailed filing data is available for this year.$25.6$16.3$9.24$3.59$3.56$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$19.5$9.31$5.12
2011Summary only. Only limited summary data is available for this year.$26.8$17.9$8.90$5.19$4.30$0.89
2010Summary only. Only limited summary data is available for this year.$24.8$16.8$8.01$4.46$4.14$0.32