NATIONAL COMMUNITY INVESTMENT FUND

EIN: 367120987 Community Improvement

CHICAGO, IL

Total Revenue
$10,233,986
Total Expenses
$4,359,631
Total Assets
$61,723,118
Net Assets
$35,117,259
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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
IL
Principal Officer
SAURABH NARAIN
Phone
3126626096
Tax Period
2023-01-01 to 2023-12-31

NATIONAL COMMUNITY INVESTMENT FUND, founded in 1995, is a mid-sized nonprofit in the Community Improvement sector that reported $10.2M in total revenue in fiscal year 2023. Revenue surged 92% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.9M, a strong 57% operating margin.

Mission

NATIONAL COMMUNITY INVESTMENT FUND INVESTS AND LENDS CAPITAL THAT INCREASES ACCESS TO RESPONSIBLE FINANCIAL PRODUCTS AND SERVICES, SEE SCHEDULE O FOR CONTINUATIONCATALYZE THE DEVELOPMENT OF PROJECTS THAT PROVIDE ECONOMIC OPPORTUNITIES, AND IMPROVE THE QUALITY OF LIFE IN UNDERSERVED COMMUNITIES NATIONALLY. NCIF COMPLEMENTS ITS INVESTING AND LENDING ACTIVITIES WITH KNOWLEDGE TRANSFER AND TECHNICAL ASSISTANCE TO SCALE IMPACT. NCIF SEEKS TO GENERATE BALANCED SOCIAL AND FINANCIAL RETURNS TO ENHANCE LONG TERM SUSTAINABILITY.

Program Service Accomplishments

Program 1
Expenses: $2,391,788 Revenue: $3,033,324

NMTC AND LENDING: THE NMTC PROGRAM WAS CREATED BY THE CDFI FUND TO CATALYZE ECONOMIC DEVELOPMENT INVESTMENT INTO ECONOMICALLY DISTRESSED, LOW-INCOME COMMUNITIES. WITH THE NMTC PROGRAM, NCIF...

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NMTC AND LENDING: THE NMTC PROGRAM WAS CREATED BY THE CDFI FUND TO CATALYZE ECONOMIC DEVELOPMENT INVESTMENT INTO ECONOMICALLY DISTRESSED, LOW-INCOME COMMUNITIES. WITH THE NMTC PROGRAM, NCIF FACILITATES LENDING TO PROJECTS LOCATED IN UNDERSERVED MARKETS AND ENABLES OUR NETWORK BANK PARTNERS TO BOOK HIGH QUALITY LOANS. NCIF HAS BEEN AWARDED A TOTAL OF $401 MILLION IN NMTC ALLOCATIONS SINCE 2003. AS OF DECEMBER 31, 2023, NCIF HAS CLOSED 54 DEALS UTILIZING $366 MILLION OF ITS NMTC ALLOCATION. SEE SCHEDULE O FOR CONTINUATIONIN 2019, NCIF CREDIT STRATEGIES FUND LLC RECEIVED INITIAL LOAN COMMITMENTS OF $15 MILLION FROM FIVE FINANCIAL INSTITUTIONS. THE LOAN COMMITMENTS WERE MADE TO BUILD THE LENDING LINE OF BUSINESS. DURING 2022, NCIF HAS RAISED AN ADDITIONAL $15 MILLION TO FURTHER ITS MISSION GOALS. AS OF 12/31/2023, NCIF HAD BORROWED $29.9 MILLION OF THE $30 MILLION LOAN COMMITMENTS AND DEPLOYED $26.3 MILLION IN THE FORM OF LOANS TO BUSINESSES IN UNDERSERVED MARKETS.

Program 2
Expenses: $889,530 Revenue: $1,014,827

EQUITY INVESTING: AS OF 12/31/2023, NCIF AND CSF'S PORTFOLIO CONSISTS OF EQUITY INVESTMENTS OF $14.7 MILLION IN 19 MOFIS THROUGHOUT THE NATION. NCIF AND CSF RECEIVES REVENUE IN THE FORM OF INTEREST...

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EQUITY INVESTING: AS OF 12/31/2023, NCIF AND CSF'S PORTFOLIO CONSISTS OF EQUITY INVESTMENTS OF $14.7 MILLION IN 19 MOFIS THROUGHOUT THE NATION. NCIF AND CSF RECEIVES REVENUE IN THE FORM OF INTEREST, DIVIDENDS, AND CAPITAL GAINS UPON SALE FROM DIRECT INVESTMENTS.

Program 3
Expenses: $82,970 Revenue: $566,157

NCIF FOCUSES ON COMPLEMENTING ITS FINANCIAL PRODUCTS AND SERVICES WITH DEVELOPMENTAL PROGRAM SERVICES TO HELP SUPPORT AND BUILD THE SECTOR. ACTIVITIES IN THE PAST HAVE INCLUDED ANNUAL DEVELOPMENT...

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NCIF FOCUSES ON COMPLEMENTING ITS FINANCIAL PRODUCTS AND SERVICES WITH DEVELOPMENTAL PROGRAM SERVICES TO HELP SUPPORT AND BUILD THE SECTOR. ACTIVITIES IN THE PAST HAVE INCLUDED ANNUAL DEVELOPMENT BANKING CONFERENCES WHERE WE HAVE BROUGHT INVESTORS, CDFI AND MDI BANKS, REGULATORS AND TECHNOLOGY FOLKS TO INCREASE EFFICIENCIES IN THE NCIF NETWORK. IN ADDITION, WE HAVE FOSTERED NEW PRODUCT DEVELOPMENT AND TRAINING (E.G. NCIF WAS THE SOLE CONTRACTOR OF THE CDFI FUND FOR MDI NMTC TRAINING PROGRAM). SEE SCHEDULE O FOR CONTINUATIONNCIF ALSO PROVIDES TRANSACTION AND FINANCIAL ADVISORY SUPPORT TO CURRENT AND POTENTIAL BORROWERS FROM LOW-INCOME COMMUNITIES OR BUSINESSES WITHIN THESE AREAS TO PROMOTE ECONOMIC AND COMMUNITY DEVELOPMENT. THESE SERVICES AIM TO MAXIMIZE THE IMPACT OF NMTC-FUNDED PROJECTS AND ENSURE THEY CREATE LASTING, MEANINGFUL BENEFITS FOR THE TARGET COMMUNITIES.FINALLY, NCIF REGULARLY CREATES THE CDFI BANKING INDUSTRY PEER GROUP REPORT TO SUPPORT THE SECTOR ANALYZE ITS PERFORMANCE RELATIVE TO THEIR PEERS.

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,619,678
Program Service Revenue $3,985,996
Investment Income $628,312
Other Revenue $0
TOTAL REVENUE $10,233,986

Expense Breakdown

Grants Paid $25,000
Salaries & Benefits $76,250
Fundraising Expenses $137,545
Program Expenses $3,364,288
Other Expenses $4,258,381
TOTAL EXPENSES $4,359,631

Year-over-Year Comparison

2023 2022 Change
Revenue $10,233,986 $5,340,542 +0.9%
Expenses $4,359,631 $3,623,277 +0.2%
Net Income $5,874,355 $1,717,265 +2.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
6
Independent Members
5
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
3
$717,355
Total Directors
6
$560,156
Key Employees
1
$206,856
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CARLTON JENKINS CHAIR 2.50
Officer Director
$20,000 $0 $20,000
VICTOR ELMORE TRUSTEE 2.00
Director
$15,000 $0 $15,000
BRENDA ROSS-DULAN TRUSTEE 2.00
Director
$15,000 $0 $15,000
ROBERT SCHALL TRUSTEE 2.00
Director
$15,000 $0 $15,000
GEORGE SURGEON TRUSTEE 2.00
Director
$11,250 $0 $11,250
SAURABH NARAIN PRESIDENT & CEO 40.00
Officer Director
$0 $43,607 $483,906
WENEIS CHAN VP & CONTROLLER 40.00
Officer
$0 $8,296 $213,449
CHRISTOPHER MALEHORN VICE PRESIDENT, INVESTING 40.00
Key Emp
$0 $8,255 $206,856
SOLANKE SHONUKAN DIRECTOR, PORTFOLIO & COMP 40.00
Highest
$0 $32,774 $204,786
RYAN JUHAS ASSISTANT CONTROLLER 40.00
Highest
$0 $12,203 $145,623
WALTER POSTLEWAIT VICE PRESIDENT, LENDING - TERM 40.00
Highest
$0 $2,804 $116,406
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
2024 No data No data No data No data
2023 $10,233,986 $4,359,631 $61,723,118 $5,874,355
2022 $5,340,542 $3,623,277 $57,754,218 $1,717,265
2021 $9,294,920 $4,221,460 $49,874,763 $5,073,460
2020 $7,497,797 $3,500,592 $37,203,919 $3,997,205
2019 $5,717,962 $3,017,297 $27,816,738 $2,700,665
2018 $3,265,580 $2,545,576 $18,782,657 $720,004
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