named programs · 4 · from sources
What they call their work
Advisory Support for Community and Economic Development
Delivers customized advisory services that integrate financing, technical expertise, and strategic planning to help clients achieve community and economic development goals.
Investments in Housing and Community Development
Provides capital and technical assistance for community development projects by coordinating local governments, nonprofits, and developers to structure financing and build local capacity.
Lending and Entrepreneurial Support
Offers loans to small businesses and nonprofits to help build equity, create jobs, and strengthen communities, with over thirty years of experience in mission-driven lending.
Training and Professional Education
Provides professional training programs in economic and housing development finance, having trained over 85,000 individuals across sectors.
activities · 1 group
What they do
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Professional Certification and Continuing Education 1 activity
- Training professionals in economic and housing development financeProvides training to professionals in the field of economic and housing development finance, with over 85,000 trained to date.
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financials · form 990 · fy2024
revenue
Total revenue$3.55M
Contributions & grants$00%
Program service revenue$3.53M100%
Investment income$00%
Other revenue$18K
expenses
Total expenses$4.10M
Program expenses81%
Admin / overhead19%
Fundraising0%
Salaries & benefits$2.00M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$45.23M
Cash$7.42M
Investments$35.55M
Liabilities$26.00M
Net assets$19.23M
Liquid reserves125.8 mo
2 years on record · 2023–2024 · YoY revenue -9.6%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 10
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| DANIEL MARSH III | CHAIRMAN | 3 | $605K |
| ADAM ENNIS | TREASURER | 3 | $444K |
| DAVID TREVISANI | BOARD MEMBER/INTERIM PRESI | 9 | $409K |
| KEVIN GREMSE | BOARD MEMBER | 1 | $375K |
| ANN FINNEGAN | MANAGING DIRECTOR OF LENDI | 20 | $344K |
| STEPHANIE DUGAN | BOARD MEMBER | 1 | $342K |
| RAQUEL FAVELA | BOARD MEMBER | 1 | $333K |
| DANIEL CHOI | CFO AND VICE PRESIDENT | 13 | $332K |
| CHARLEY DEPEW | BOARD MEMBER | 1 | $294K |
| JENNIFER VERTREES | SECRETARY | 8 | $202K |
board members · 3
- DAWAYNE SIMS — BOARD MEMBER
- EARL RICHARSON — BOARD MEMBER
- PATRICIA THOMSON — BOARD MEMBER
relationships · 1
Who they work with
- University of Washington Partner — Partnered on lab expansion project for medical breakthroughs research.
strategies · 3
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Collaborative Project Structuring 195 orgsmethodology: collaborative_project_structuringBy integrating local governments, public agencies, nonprofits, and developers early in project design, we produce more sustainable financing and implementation outcomes because shared ownership strengthens local capacity and alignment.shared approach: Community-Centered Co-Creation →
- Customized Advisory Planning 103 orgsmethodology: customized_advisory_planningBy aligning client goals and challenges with tailored development plans, we increase the effectiveness of interventions because solutions are adapted to specific organizational and community contexts.shared approach: Person-Centered Engagement →
- Community-Led Economic Development 26 orgsmethodology: community-led_economic_developmentBy providing capital and support to small businesses and nonprofits, we foster locally driven economic growth because community-rooted institutions are better positioned to understand and respond to local needs.shared approach: Capital Access for Inclusive Growth →