Coalition of Community Development Financial Institutions Inc (EIN 010728162) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

Hank Helton

Phone

2023935225

Tax Period

2024-01-01 to 2024-12-31

Coalition of Community Development Financial Institutions Inc, founded in 2002, is a small nonprofit in the Community Improvement sector that reported $461K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $541K exceeded revenue, resulting in a 17% operating deficit.

Mission

To strengthen and expand the community development financial institutions field by promoting the field and work of CDFIs, advocating on behalf of the field and educating

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $275,842

Program Service Revenue $182,585

Investment Income $2,141

Other Revenue $0

TOTAL REVENUE $460,568

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $439,797

Other Expenses $540,982

TOTAL EXPENSES $540,982

Year-over-Year Comparison

	2024	2023	Change
Revenue	$460,568	$579,759	-0.2%
Expenses	$540,982	$455,180	+0.2%
Net Income	$-80,414	$124,579	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Hank Helton	Chair	1.00	Officer Director	$0	$0	$0
Katey Forth	Vice Chair	1.00	Officer Director	$0	$0	$0
Jeannine Jacobes	Secretary	1.00	Officer Director	$0	$0	$0
John Holdsclaw IV	Treasurer	1.00	Officer Director	$0	$0	$0
James Bason	Director	1.00	Director	$0	$0	$0
Amanda Blondeau	Director	1.00	Director	$0	$0	$0
Janie Bright	Director	1.00	Director	$0	$0	$0
Laura Buxbaum	Director	1.00	Director	$0	$0	$0
Natalie Madeira Cofield	Director	1.00	Director	$0	$0	$0
Amber Cordoba	Director	1.00	Director	$0	$0	$0
Yan Jiang	Director	1.00	Director	$0	$0	$0
Allison Kelly	Director	1.00	Director	$0	$0	$0
Erin Kilmer	Director	1.00	Director	$0	$0	$0
Matthew Lewis	Director	1.00	Director	$0	$0	$0
Dana Lieberman	Director	1.00	Director	$0	$0	$0
Cathie Mahon	Director	1.00	Director	$0	$0	$0
Christi Coady Narayanan	Director	1.00	Director	$0	$0	$0
Jennifer Novak	Director	1.00	Director	$0	$0	$0
Steve Saltzman	Director	1.00	Director	$0	$0	$0
Kerwin Tesdell	Director	1.00	Director	$0	$0	$0
Dafina Williams	Director	1.00	Director	$0	$0	$0
Ben Wright	Director	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$460,568	$540,982	$336,485	$-80,414
2023	$579,759	$455,180	$416,899	$124,579
2022	$356,450	$370,156	$292,320	$-13,706
2021	$412,355	$364,604	$306,026	$47,751
2020	$332,106	$408,713	$258,275	$-76,607
2019	$436,178	$369,134	$334,882	$67,044
2018	$382,659	$382,334	$267,838	$325

Coalition of Community Development Financial Institutions Inc