LOS ANGELES DEVELOPMENT FUND

EIN: 510609572 501(c)(3) Community Improvement

LOS ANGELES, CA

Total Revenue
$1,722,450
Total Expenses
$855,391
Total Assets
$6,685,265
Net Assets
$6,229,752
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2006
Legal Domicile
CA
Principal Officer
CAROLYN HULL
Phone
2139732403
Tax Period
2023-01-01 to 2023-12-31

LOS ANGELES DEVELOPMENT FUND, founded in 2006, is a community nonprofit in the Community Improvement sector that reported $1.7M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $867K, a strong 50% operating margin.

Mission

DESCRIPTION OF ORGANIZATION'S MISSION: THE SPECIFIC PURPOSE OF THE ORGANIZATION IS TO ASSIST IN CARRYING OUT THE ECONOMIC DEVELOPMENT PROGRAM AND OBJECTIVES OF THE CITY OF LOS ANGELES TO PROMOTE THE DEVELOPMENT, ESTABLISHMENT OR EXPANSION OF INDUSTRIES AND COMMERCE BY, AMONG OTHER THINGS, GENERATING PRIVATE INVESTMENT CAPITAL THROUGH THE NEW MARKETS TAX CREDIT ("NMTC") PROGRAM THAT CAN BE MADE AVAILABLE FOR INVESTMENTS IN "LOW-INCOME COMMUNITIES" (AS DEFINED IN THE LAW AND REGULATIONS GOVERNING THE NMTC PROGRAM). THE PRIMARY MISSION OF THE ORGANIZATION SHALL BE TO ASSIST IN THE IMPLEMENTATION OF ECONOMIC DEVELOPMENT PROGRAMS AND ACTIVITIES OF THE MUNICIPAL CORPORATION OF LOS ANGELES, INCLUDING ITS DEPARTMENTS AND OFFICES, AND TO SERVE, OR PROVIDE INVESTMENT CAPITAL FOR, LOW-INCOME COMMUNITIES OR "LOW-INCOME PERSONS" (AS DEFINED IN THE LAWS AND REGULATIONS GOVERNING THE NMTC PROGRAM). AT LEAST SIXTY PERCENT (60%) OF THE PRODUCTS AND SERVICES OF THE ORGANIZATION SHALL BE DIRECTED TOWARD LOW-INCOME COMMUNITIES OR LOW-INCOME PERSONS. THE ORGANIZATION'S ACTIVITIES SHALL TARGET PARTICULARLY ECONOMICALLY DISTRESSED COMMUNITIES WITHIN THE CITY OF LOS ANGELES. IN ORDER TO FULFILL THIS PURPOSE, THE ORGANIZATION HAS BEEN CERTIFIED AS A COMMUNITY DEVELOPMENT ENTITY. THE ORGANIZATION HAS APPLIED AND SHALL CONTINUE TO APPLY FOR ALLOCATIONS OF NMTCS UNDER THE NMTC PROGRAM. UPON RECEIPT OF AN ALLOCATION OF NMTCS, THE ORGANIZATION WILL SUB-ALLOCATE SUCH NMTCS TO ONE OR MORE FOR-PROFIT SUBSIDIARIES ESTABLISHED IN ACCORDANCE WITH THE LAWS AND REGULATIONS GOVERNING THE NMTC PROGRAM FOR PURPOSES OF MAKING "QUALIFIED LOW-INCOME COMMUNITY INVVESTMENTS" (AS DEFINED IN THE LAWS AND REGULATIONS GOVERNING THE NMTC PROGRAM) IN LOW-INCOME COMMUNITIES IN THE CITY OF LOS ANGELES.

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Trantor Score

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,630,788
Investment Income $91,662
Other Revenue $0
TOTAL REVENUE $1,722,450

Expense Breakdown

Grants Paid $0
Salaries & Benefits $462,006
Fundraising Expenses $0
Program Expenses $835,363
Other Expenses $393,385
TOTAL EXPENSES $855,391

Year-over-Year Comparison

2023 2022 Change
Revenue $1,722,450 $1,538,531 +0.1%
Expenses $855,391 $670,049 +0.3%
Net Income $867,059 $868,482 0.0%
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
5
Independent Members
5
Employees
3
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
$256,331
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CAROLYN HULL PRESIDENT/GOVERNING BOARD 1.00
Officer Director
$0 $0 $0
ANN SEWILL GOVERNING BOARD - TRUSTEE 0.50
Director
$0 $0 $0
KAREN KALFAYAN GOVERNING BOARD - TRUSTEE 0.50
Director
$0 $0 $0
MOCTESUMA ESPARZA GOVERNING BOARD - TRUSTEE 0.50
Director
$0 $0 $0
YOLANDA CHAVEZ GOVERNING BOARD - TRUSTEE 0.50
Director
$0 $0 $0
LIBBY WILLIAMS ADVISORY BOARD - TRUSTEE 0.50
Director
$0 $0 $0
BRIAN ALBERT ADVISORY BOARD - TRUSTEE 0.50
Director
$0 $0 $0
MARK WILSON ADVISORY BOARD - TRUSTEE 0.50
Director
$0 $0 $0
MIGUEL LUNA ADVISORY BOARD - TRUSTEE 0.50
Director
$0 $0 $0
NANCY VOLPERT ADVISORY BOARD - TRUSTEE 0.50
Director
$0 $0 $0
RUDY ESPINOZA ADVISORY BOARD - TRUSTEE 0.50
Director
$0 $0 $0
TUNUA THRASH-NTUK ADVISORY BOARD - TRUSTEE 0.50
Director
$0 $0 $0
PATRICIA HUBER CHIEF FINANCIAL OFFICER 1.00
Officer
$0 $0 $0
SANDRA RAHIMI SECRETARY/MANAGER 40.00
Officer
$229,709 $26,622 $256,331
JIAQI WU ASSOCIATE 40.00
Highest
$116,931 $5,202 $122,133
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 $1,722,450 $855,391 $6,685,265 $867,059
2022 $1,538,531 $670,049 $5,755,682 $868,482
2021 $1,042,509 $565,250 $4,844,783 $477,259
2020 $2,114,130 $631,679 $4,371,269 $1,482,451
2019 $726,314 $658,521 $2,869,217 $67,793
2018 $1,403,313 $628,330 $2,614,297 $774,983
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