COMMUNITY FINANCIAL RESOURCES

OAKLAND, CA, 94607-4375 (510) 559-8638 Est. 2006 EIN 20-3788598
W05 - Research Institutes & Public Policy Analysis 990 - Public charity return 501(c)(3)
www.communityfinancialresources.net

Mission

CFR provides pathways to financial well-being and economic justice with safe and reliable financial products for low-wealth communities.

Giving Portfolio

Total Grants
10
Total Giving
$75K
Recipients
10
Years Active
2023 - 2024
Avg grant: $8,438 Median: $8,500

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
20248$55K $7K80
20232$20K $10K20

Sectors Funded

Human Services
4
Community Improvement
2
Environment
1

Top States

California
5
Virginia
1
Minnesota
1
Ohio
1
New York
1
Louisiana
1

Grantee Size Profile

$1M - $5M
4
Over $50M
1
Under $100K
1
$10M - $50M
1
$5M - $10M
1

Top Grantees

Grants Awarded · 9 grants

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Financials

Total Revenue
$785,438
Total Expenses
$1,294,118
Net Assets
$1,124,083
9 employees 6 volunteers
From latest filing (tax period ending 2024-12-31)

Financial Health

Operating Reserve
10.4 months Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↓ 22.7%
Expenses ↑ 26.0%
Revenue Sources
Contributions 40.7% Earned revenue 57.7% Investment 1.6%
Expense Breakdown
Program 83.2% Management 12.6% Fundraising 4.1%

Officers & Trustees (9)

Individual compensation is available on Grow plans.

Filing History (6 filings)

YearRevenueExpensesNet Assets
2024 990 - Public charity return
Jan 1, 2024 to Dec 31, 2024
$785,438 ↓$1,294,118$1,124,083
2023 990 - Public charity return
Jan 1, 2023 to Dec 31, 2023
$1,015,485 ↓$1,026,679$1,632,763
2022 990 - Public charity return
Jan 1, 2022 to Dec 31, 2022
$1,083,185 ↑$651,375$1,643,957
2021 990 - Public charity return
Jan 1, 2021 to Dec 31, 2021
$1,081,485 ↑$610,379$1,212,147
2020 990 - Public charity return
Jan 1, 2020 to Dec 31, 2020
$460,531 ↑$651,668$741,041
2018 990 - Public charity return
Jan 1, 2018 to Dec 31, 2018
$402,918 $502,718$960,924

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EIN: 20-3788598 · Source: IRS Form 990 e-file data