Civic Intelligence

San Diego Region Small Business Development Corporation

EIN 33-0845173 • 501(c)3 • San Diego, CA

Profile

To promote economic development of small business in san diego

2448 Historic Decatur Road 200San Diego, CA 92106

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

47th percentile

0.05x

Higher debt load relative to assets than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

3.64x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

4th percentile

-74%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

99th percentile

$1,064,353

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 4088.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

35th percentile

-1.2%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-17%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$1,885,520

Down $23,034 (-1.2%) from 2023

Liabilities

Down

$94,802

Down $3,886 (-3.9%) from 2023

Net Assets

Down

$1,790,718

Down $19,148 (-1.1%) from 2023

Operations
Liabilities / Revenue95th percentileNet Margin4th percentile

Revenue

Down

$26,032

Down $5,337 (-17%) from 2023

Expenses

Down

$45,180

Down $975 (-2.1%) from 2023

Net Income

Down

-$19,148

Down $4,362 (-30%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $455,272Liabilities 2010: $28,957Net Assets 2010: $426,3152010Assets 2011: $586,352Liabilities 2011: $76,700Net Assets 2011: $509,6522011Assets 2012: $517,583Liabilities 2012: $68,514Net Assets 2012: $449,0692012Assets 2013: $444,246Liabilities 2013: $19,457Net Assets 2013: $424,7892013Assets 2014: $668,689Liabilities 2014: $21,841Net Assets 2014: $646,8482014Assets 2015: $731,903Liabilities 2015: $79,241Net Assets 2015: $652,6622015Assets 2016: $712,897Liabilities 2016: $52,174Net Assets 2016: $660,7232016Assets 2017: $1,533,364Liabilities 2017: $305,783Net Assets 2017: $1,227,5812017Assets 2018: $1,741,860Liabilities 2018: $462,668Net Assets 2018: $1,279,1922018Assets 2019: $2,184,710Liabilities 2019: $651,288Net Assets 2019: $1,533,4222019Assets 2020: $3,424,886Liabilities 2020: $1,585,830Net Assets 2020: $1,839,0562020Assets 2021: $2,387,145Liabilities 2021: $554,928Net Assets 2021: $1,832,2172021Assets 2022: $1,907,954Liabilities 2022: $83,302Net Assets 2022: $1,824,6522022Assets 2023: $1,908,554Liabilities 2023: $98,688Net Assets 2023: $1,809,8662023Assets 2024: $1,885,520Liabilities 2024: $94,802Net Assets 2024: $1,790,7182024

Highlighted filing

2024

Assets$1,885,520
Liabilities$94,802
Net Assets$1,790,718
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $396,030Expenses 2010: $159,205Net Income 2010: $236,8252010Expenses 2011: $356,5202011Expenses 2012: $138,2372012Expenses 2013: $172,2312013Revenue 2014: $407,635Expenses 2014: $185,576Net Income 2014: $222,0592014Revenue 2015: $275,848Expenses 2015: $270,034Net Income 2015: $5,8142015Revenue 2016: $313,643Expenses 2016: $305,582Net Income 2016: $8,0612016Revenue 2017: $922,988Expenses 2017: $356,130Net Income 2017: $566,8582017Revenue 2018: $790,717Expenses 2018: $739,105Net Income 2018: $51,6122018Revenue 2019: $868,861Expenses 2019: $614,631Net Income 2019: $254,2302019Revenue 2020: $3,055,358Expenses 2020: $2,749,724Net Income 2020: $305,6342020Revenue 2021: $1,245,990Expenses 2021: $1,252,829Net Income 2021: -$6,8392021Revenue 2022: $1,038Expenses 2022: $6,264Net Income 2022: -$5,2262022Revenue 2023: $31,369Expenses 2023: $46,155Net Income 2023: -$14,7862023Revenue 2024: $26,032Expenses 2024: $45,180Net Income 2024: -$19,1482024

Highlighted filing

2024

Revenue$26,032
Expenses$45,180
Net Income-$19,148
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,885,520
Liabilities
$94,802
Net assets
$1,790,718
Revenue
$26,032
Expenses
$45,180
Net income
-$19,148
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.09$1.79$0.03$0.05$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.91$0.10$1.81$0.03$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.91$0.08$1.82$0.00$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.39$0.55$1.83$1.25$1.25$0.01
2020Detailed filing. Detailed filing data is available for this year.$3.42$1.59$1.84$3.06$2.75$0.31
2019Detailed filing. Detailed filing data is available for this year.$2.18$0.65$1.53$0.87$0.61$0.25
2018Detailed filing. Detailed filing data is available for this year.$1.74$0.46$1.28$0.79$0.74$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.53$0.31$1.23$0.92$0.36$0.57
2016Detailed filing. Detailed filing data is available for this year.$0.71$0.05$0.66$0.31$0.31$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.73$0.08$0.65$0.28$0.27$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.02$0.65$0.41$0.19$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.02$0.42$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.07$0.45$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.08$0.51$0.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.03$0.43$0.40$0.16$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 18, 2025
Return Version
2024v5.2
Gross Receipts
$26,032
Mission and Program Overview

Mission

To promote economic development of small business in san diego

To promote economic development of small business in san diego.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,850,887$1,850,887→ $0
Cash and Non-Interest-Bearing Accounts$57,667$34,633▼ $23,034
Total Assets$1,908,554$1,885,520▼ $23,034
Liabilities
Other Liabilities$83,688$83,302▼ $386
Accounts Payable and Accrued Expenses$15,000$11,500▼ $3,500
Total Liabilities$98,688$94,802▼ $3,886
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,809,866$1,790,718▼ $19,148
Total Net Assets Fund Balance$1,809,866$1,790,718▼ $19,148
Total Liabilities and Net Assets / Fund Balance$1,908,554$1,885,520▼ $23,034

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,850,887--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleOtherTotal
Frank RobinsonDirector$5,000$5,000
Tyler OrionDirector$5,000$5,000

Board Members and Trustees

NameTitle
Robert VillarrealPresident/evp
Ellis CarrDirector
Monte JonesDirector
Natalie GunnChief Financial Officer
Brian McevoySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$25,000
Program Service Revenue
$0
Investment Income
$532
Other Revenue
$500
All Other Contributions
$25,000
Change in Net Assets
$-19,148
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$45,180
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$25,000--$25,000
Fees for Services Accounting-$19,967-$19,967
Insurance$188--$188
Other Expenses$25--$25
Total Functional Expenses$25,213$19,967$0$45,180
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
Due to Cdc$83,302
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
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Cdc small business finance is used as a management company for san diego region small business activities. All employees are paid through cdc small business finance. Cdc small business finance is a related organization.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have a committee with authority to act on its behalf.”

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

“The board reviewed the return prior to filing.”

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

“Cdc small business finance's legal and compliance team annually regulates and enforces compliance with the conflict of interest policy. Annually, each member of the board of directors signs a form disclosing any conflicts of interest or indicating that no conflict of interest exists.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflicts of interest policy and financial statements available upon request at the corporate office.”

Filing and Contact Details

Filer

Filer Name
San Diego Region Small Business
EIN
33-0845173
Phone
7036472360
Address
2448 HISTORIC DECATUR ROAD 200, SAN DIEGO, CA 92106

Signing Officer

Name
Natalie Gunn
Title
Chief Financial Officer
Phone
7036472360
Signed
2025-09-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Natalie Gunn
Formed
1989
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Councilor Buchanan & Mitchell Pc
Address
7910 WOODMONT AVE STE 500, BETHESDA, MD 20814
Preparer
Joseph J Barreca
Phone
3019860600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Lending costs: program service expenses 25,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 25,000.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Raw XML AppendixShowing 400 of 492 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2021 AMOUNT: $ 500. 2022 AMOUNT: $ 500. 2023 AMOUNT: $ 1,000. 2024 AMOUNT: $ 500.
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0308
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01157
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02904
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02500
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.19070
IRS990ScheduleA/PublicSupportPY170Pct00.56770
IRS990ScheduleA/PublicSupportTotal170Amt0249538
IRS990ScheduleA/SubstantialContributorsTotAmt01053645
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt025000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt030000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01244833
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01303183
IRS990ScheduleA/TotalSupportAmt01308587
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt083302
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO CDC
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01850887
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01850887
IRS990ScheduleD/TotalLiabilityAmt083302
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt01029249
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1451758
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2379015
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt035104
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt140501
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt231485
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt126611
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt227045
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ELLIS CARR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1NATALIE GUNN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2BRIAN MCEVOY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CHIEF FINANCIAL OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt01064353
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1518870
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2437545
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RELIES ON THE RELATED ORGANIZATION FOR COMPENSATION POLICIES.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0990 SCHEDULE J
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CDC SMALL BUSINESS FINANCE IS USED AS A MANAGEMENT COMPANY FOR SAN DIEGO REGION SMALL BUSINESS ACTIVITIES. ALL EMPLOYEES ARE PAID THROUGH CDC SMALL BUSINESS FINANCE. CDC SMALL BUSINESS FINANCE IS A RELATED ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWED THE RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CDC SMALL BUSINESS FINANCE'S LEGAL AND COMPLIANCE TEAM ANNUALLY REGULATES AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ANNUALLY, EACH MEMBER OF THE BOARD OF DIRECTORS SIGNS A FORM DISCLOSING ANY CONFLICTS OF INTEREST OR INDICATING THAT NO CONFLICT OF INTEREST EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LENDING COSTS: PROGRAM SERVICE EXPENSES 25,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0330918531
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1201904046
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt2C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0FINANCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1SOFTWARE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2COMMERCIAL FINANCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0BANKERS SMALL BUSINESS COMMUNITY DEVELOPMENT CORPORATION OF CALIFORNIA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1CDC VENTURES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2CDC DIRECT CAPITAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt02448 HISTORIC DECATUR 200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt12448 HISTORIC DECATUR 200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt22448 HISTORIC DECATUR 200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0SAN DIEGO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1SAN DIEGO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm2SAN DIEGO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd092106
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd192106
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd292106
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CDC SMALL BUSINESS FINANCE CORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CAPITAL IMPACT PARTNERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0953512045
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1521290127
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHAMPION THE GROWTH OF SMALL COMPANIES IN OUR COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1COMMUNITY LENDING AND DEVELOPMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02448 HISTORIC DECATUR 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11400 CRYSTAL DRIVE 500
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1ARLINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092106
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd122202
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01

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