Civic Intelligence

Community Development Finance

990 • Fiscal year 2024 • EIN 94-3308385

Jul 01, 2023 to Jun 30, 2024 • Filed on May 14, 2025

Organization ProfileN/A
645 Santa Ray AvenueOakland, CA 94610

(510) 848-1174

Siviq Scores

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

Liabilities / Assets

24th percentile

0.02x

Higher debt load relative to assets than 24% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

36th percentile

0.09x

Higher debt load relative to revenue than 36% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

4th percentile

-82%

Higher net margin than 4% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

27th percentile

$60,000

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

7th percentile

-14%

Faster asset growth than 7% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-83%

Faster revenue growth than 1% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,041,339

Down $1,022,596 (-14%) from 2023

Net Assets

Down

$5,939,880

Down $995,867 (-14%) from 2023

Liabilities

Down

$101,459

Down $26,729 (-21%) from 2023

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin4th percentile

Revenue

Down

$1,166,350

Down $5,835,268 (-83%) from 2023

Expenses

Up

$2,126,863

Up $892,521 (+72%) from 2023

Net Income

Down

-$960,513

Down $6,727,789 (-117%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2012: $305,940Liabilities 2012: $171,319Net Assets 2012: $134,6212012Assets 2013: $268,207Liabilities 2013: $235,242Net Assets 2013: $32,9652013Assets 2014: $301,355Liabilities 2014: $320,788Net Assets 2014: -$19,4332014Assets 2015: $412,317Liabilities 2015: $318,865Net Assets 2015: $93,4522015Assets 2016: $496,312Liabilities 2016: $383,368Net Assets 2016: $112,9442016Assets 2017: $473,759Liabilities 2017: $430,620Net Assets 2017: $43,1392017Assets 2018: $510,880Liabilities 2018: $200,821Net Assets 2018: $310,0592018Assets 2019: $938,258Liabilities 2019: $588,539Net Assets 2019: $349,7192019Assets 2020: $561,812Liabilities 2020: $150,654Net Assets 2020: $411,1582020Assets 2021: $1,092,738Liabilities 2021: $699,873Net Assets 2021: $392,8652021Assets 2022: $1,351,035Liabilities 2022: $875,491Net Assets 2022: $475,5442022Assets 2023: $7,063,935Liabilities 2023: $128,188Net Assets 2023: $6,935,7472023Assets 2024: $6,041,339Liabilities 2024: $101,459Net Assets 2024: $5,939,8802024Assets 2025: $616,863Liabilities 2025: $1,737Net Assets 2025: $615,1262025

Highlighted filing

2024

Assets$6,041,339
Liabilities$101,459
Net Assets$5,939,880
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2012: $6,168,308Expenses 2012: $6,235,927Net Income 2012: -$67,6192012Revenue 2013: $7,338,836Expenses 2013: $7,440,492Net Income 2013: -$101,6562013Revenue 2014: $8,203,465Expenses 2014: $8,255,863Net Income 2014: -$52,3982014Revenue 2015: $365,262Expenses 2015: $251,502Net Income 2015: $113,7602015Revenue 2016: $271,406Expenses 2016: $251,914Net Income 2016: $19,4922016Revenue 2017: $174,044Expenses 2017: $243,849Net Income 2017: -$69,8052017Revenue 2018: $222,235Expenses 2018: $185,148Net Income 2018: $37,0872018Revenue 2019: $282,374Expenses 2019: $242,714Net Income 2019: $39,6602019Revenue 2020: $317,340Expenses 2020: $255,696Net Income 2020: $61,6442020Revenue 2021: $328,728Expenses 2021: $377,921Net Income 2021: -$49,1932021Revenue 2022: $331,800Expenses 2022: $309,121Net Income 2022: $22,6792022Revenue 2023: $7,001,618Expenses 2023: $1,234,342Net Income 2023: $5,767,2762023Revenue 2024: $1,166,350Expenses 2024: $2,126,863Net Income 2024: -$960,5132024Revenue 2025: $196,847Expenses 2025: $5,521,364Net Income 2025: -$5,324,5172025

Highlighted filing

2024

Revenue$1,166,350
Expenses$2,126,863
Net Income-$960,513
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$1,166,350
Mission and Program Overview

Mission

To increase the availability of capital, and access to financial institutions in low-income communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$6,865,458$5,776,191▼ $1,089,267
Accounts Receivable$5,208$257,296▲ $252,088
Land, Buildings, and Equipment, Net$35,355$0▼ $35,355
Other Notes and Loans Receivable, Net$157,914$7,851▼ $150,063
Savings and Temporary Cash Investments-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$7,063,935$6,041,339▼ $1,022,596
Other Assets Total-$1-
Liabilities
Unsecured Notes Loans Payable$100,000$100,000→ $0
Accounts Payable and Accrued Expenses$28,188$1,459▼ $26,729
Total Liabilities$128,188$101,459▼ $26,729
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,238,677$5,205,351▼ $1,033,326
Net Assets With Donor Restrictions$697,070$734,529▲ $37,459
Total Net Assets Fund Balance$6,935,747$5,939,880▼ $995,867
Total Liabilities and Net Assets / Fund Balance$7,063,935$6,041,339▼ $1,022,596
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Daniel M LeibsohnPresidentFT$60,000$60,000

Board Members and Trustees

NameTitle
Kirsten MoyBoard Member
Omolara Lu Osinowo-gainesBoard Member
John HarringtonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$798,472
Program Service Revenue
$149,212
Investment Income
$218,666
Other Revenue
$0
All Other Contributions
$798,472
Change in Net Assets
$-960,513
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,660,861
Salaries, Compensation, and Employee Benefits$466,002
Total Fundraising Expense$5,349
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$388,963--$388,963
Other Salaries and Wages$307,536$12,949$3,237$323,722
All Other Expenses$121,196--$121,196
Other Expenses$108,000--$108,000
Payroll Taxes$61,738$2,599$650$64,987
Current Officers, Directors, Trustees, and Key Employees$57,000$2,400$600$60,000
Fees for Services Accounting-$36,141-$36,141
Occupancy$25,268$1,064$266$26,598
Fees for Services Legal$20,265$854$213$21,332
Insurance$18,343$772$193$19,308
Other Employee Benefits$16,428$692$173$17,293
Information Technology$952$40$10$1,002
Advertising$581--$581
Interest$475$20$5$500
Travel$228$10$2$240
Total Functional Expenses$2,063,973$57,541$5,349$2,126,863
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Community Development Finance
EIN
94-3308385
Phone
5108481174
Address
645 SANTA RAY AVENUE, OAKLAND, CA 94610

Signing Officer

Name
Daniel M Leibsohn
Title
President
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
3
Employees
3

Preparer

Firm
Morris & Associates Llp
Address
2200 POWELL ST STE 990, EMERYVILLE, CA 94608
Preparer
Mark a Morris
Phone
5106589080
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

“As of 6/30/2024 the Organization is no longer the fiscal sponsor for TRiO, a California Nonprofit Public Benefit Corporation, to manage proceeds to be used for specific projects and expenses.”

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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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IRS990/PYRevenuesLessExpensesAmt05767276
IRS990/PYSalariesCompEmpBnftPaidAmt0262670
IRS990/PYTotalExpensesAmt01234342
IRS990/PYTotalRevenueAmt07001618
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
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IRS990/ReconcilationRevenueExpnssAmt0-960513
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0798472
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06761074
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0172671
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt055807
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0113750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07901774
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt07901774
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0798472
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06761074
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt055807
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IRS990ScheduleA/Total509Grp/TotalAmt07901774
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0798472
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06761074
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0172671
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt055807
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0113750
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07901774
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0As of 6/30/2024 the Organization is no longer the fiscal sponsor for TRiO, a California Nonprofit Public Benefit Corporation, to manage proceeds to be used for specific projects and expenses.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0true
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt06041339
IRS990/TotalAssetsGrp/BOYAmt07063935
IRS990/TotalAssetsGrp/EOYAmt06041339
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IRS990/TotalContributionsAmt0798472
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05349
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt057541
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02063973
IRS990/TotalFunctionalExpensesGrp/TotalAmt02126863
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0128188
IRS990/TotalLiabilitiesEOYAmt0101459
IRS990/TotalLiabilitiesGrp/BOYAmt0128188
IRS990/TotalLiabilitiesGrp/EOYAmt0101459
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IRS990/TotalProgramServiceExpensesAmt02063973
IRS990/TotalProgramServiceRevenueAmt0149212
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0367878
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01166350
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07063935
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06041339
IRS990/TravelGrp/FundraisingAmt02
IRS990/TravelGrp/ManagementAndGeneralAmt010
IRS990/TravelGrp/ProgramServicesAmt0228
IRS990/TravelGrp/TotalAmt0240
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0100000
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0645 SANTA RAY AVENUE
IRS990/USAddress/CityNm0OAKLAND
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094610
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL M LEIBSOHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMMUNITY DEVELOPMENT FINANCE
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0943308385
ReturnHeader/Filer/PhoneNum05108481174
ReturnHeader/Filer/USAddress/AddressLine1Txt0645 SANTA RAY AVENUE
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094610
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0854178834
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MORRIS & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02200 POWELL ST STE 990
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EMERYVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094608
ReturnHeader/PreparerPersonGrp/PhoneNum05106589080
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK A MORRIS
ReturnHeader/ReturnTs02025-05-14T14:48:32-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,041,339
Liabilities
$101,459
Net assets
$5,939,880
Revenue
$1,166,350
Expenses
$2,126,863
Net income
-$960,513
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.20$5.52$5.32
2024Detailed filing. Detailed filing data is available for this year.$6.04$0.10$5.94$1.17$2.13$0.96
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.06$0.13$6.94$7.00$1.23$5.77
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.88$0.48$0.33$0.31$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.70$0.39$0.33$0.38$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.15$0.41$0.32$0.26$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.59$0.35$0.28$0.24$0.04
2018Summary only. Only limited summary data is available for this year.$0.51$0.20$0.31$0.22$0.19$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.43$0.04$0.17$0.24$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.38$0.11$0.27$0.25$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.32$0.09$0.37$0.25$0.11
2014Summary only. Only limited summary data is available for this year.$0.30$0.32$0.02$8.20$8.26$0.05
2013Summary only. Only limited summary data is available for this year.$0.27$0.24$0.03$7.34$7.44$0.10
2012Summary only. Only limited summary data is available for this year.$0.31$0.17$0.13$6.17$6.24$0.07