№ lp_2_1_15938
Annual certification and data collection form for CDFIs detailing organizational information, financial performance, and compliance with certification criteria.
Note: Year
Region / City: United States
Document Type: Report Form
Issuing Organization: CDFI Fund
Audience: Community Development Financial Institutions
Reporting Period: Most recently completed fiscal year
Purpose: Verification of ongoing CDFI certification eligibility and collection of organizational and financial data
Sections Included: Organization Information; Verification of CDFI Re-Certification Eligibility; Selected Financial Information; Loan and Investment Portfolio Values
Required Documents: Balance Sheet, Income Statement, Consolidated Reports of Condition and Income (for Banks/Thrifts), 5300 Call Report (for Credit Unions)
Amendments Required: EIN, Articles of Incorporation, Bylaws, Charter, Primary Mission, Target Market, Accountability Method, Non-Government Entity Status
Price: 8 / 10 USD
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