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Governance Register
US nonprofit · EIN 112421972 · New York, NYiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 112421972) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe tenure.Latest return IRS Form 990 series e-file data - 990 for the year to 31 December 2024: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R), grants paid (Schedule I).Renewal outlook Computed by Governance Register from the observed filing history and filed revenue (us-approach-v4-clean). Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Inclusiv Inc's network

15 peoplei15 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (15). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.

The board

15 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 15 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Robin Romano ChairChairman2019
7 yrs
Aurelio Arroya GonzalezDirector2022
4 yrs
Blanche L JacksonVice Chairman2022
4 yrs
Diane Sandoval-GriegoDirector2023
3 yrs
ED SivakRecording Secretary2020
6 yrs
Hank HubbardDirector2022
4 yrs
Jack LawsonDirector2018
8 yrs
Jacqueline MooreDirector2019
7 yrs
Jama HayesDirector2023
3 yrs
James HunterDirector2018
8 yrs
Jeff IveyDirector2023
3 yrs
Kathy ChartierDirector2022
4 yrs
Luis PastorDirector2022
4 yrs
Michele Franqui BaqueroDirector2022
4 yrs
Nereida Seda VargasTreasurer2022
4 yrs
Under 5 years5 to 6 years6 years or moreShow all 15 →

Officers and senior leadership

13 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Alexis IwanisziwSVP Policy & Communications2023
Andrea LallyVP Network Engagementsince 2022
Ann D SolomonV.P. Strategic Initiativessince 2020
Cathleen MahonPresident/CEOsince 2018
Clarissa E RitterV.P. Marketing & Comm.2020
Danny RistevskiController2020
Eben SheafferCFO/CIOsince 2018
Neda ArabshahiVP Resiliency & Clean Energysince 2022
Pablo DefilippiSVP Network Developmentsince 2018
Pablo DefilippoSVP Network Developmentsince 2019
Pamela OwensVice Presidentsince 2018
Pavan MakhijaController2022
Susanne JamesSVP of Capital2023

Pay and hours

year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Cathleen MahonPresident/CEO40$366k$22k
Eben Sheaffer Thru 092025CFO/CIO40$271k$16k
Pablo DefilippiSVP Network Development40$245k$18k
Pamela OwensVice President40$209k$22k
Silvia RinconCOO40$192k$17k
Neda ArabshahiEVP Resiliency & Clean Energy40$186k$21k
Alexis IwanisziwSVP Policy & Communications40$175k$21k
Ming Kyung Cathi KimSVP, Capital, Investments, & Impact40$166k$21k
Ian ForsterGeneral Counsel40$133k$4k
Robin RomanChairman1$0
Blanche L JacksonVice Chairman1$0
Nereida Seda VargasTreasurer1$0
Ed SivakRecording Secretary1$0
James HunterCorresponding Secretary1$0
Aurelio Arroyo ConzalezDirector1$0
Diane Sandoval-GriegoDirector1$0
Hank HubbardDirector1$0
Jacqueline MooreDirector1$0
Jama R HaynesDirector1$0
Jeff IveyDirector1$0
Kathy ChartierDirector1$0
Suzette CowellDirector1$0
Micheal Franqui BaqueroDirector1$0
Margie SalazarDirector1$0

About

Legal name
Inclusiv Inc
EIN
112421972
Address
55 Broadway 29th Floor, New York, NY, 10006-3728
State
New York
Mission
The mission of inclusiv is to help low- and moderate-income people and communities achieve financial independence through credit unions. (as filed on the Form 990)
Activity (NTEE)
W020 Public and societal benefit
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Public & Societal Benefit
Size band
9 (IRS master file code)
Formed
1974
Principal officer
Lily Tran (as named on the Form 990)
IRS ruling date
1 November 1977
Status
Code 01 (unconditional exemption)
Form 990 filings on record
5, latest 2023
IRS Publication 78
PC (contributions deductible)

Most connected

Longest observed on the filings

≥8years on the filingsJack Lawson
≥8years on the filingsJames Hunter
≥7years on the filingsRobin Romano
≥7years on the filingsJacqueline Moore

Latest return

year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.
Total assets
$1.96bn
Total liabilities
$52.1m
Net assets or fund balances
$1.91bn
Contributions and grants received
$1.89bn
Program service revenue
$7.7m
Grants and similar paid out
$1.5m
Employees
53
Volunteers
15

Grants paid

25+ listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.
RecipientPurposeAmount
Latino Community CuEdward jones - subgrant-latino comm, 300k$300k
SaverlifeCfca climate subgrant$179k
Hope Federal Credit UnionBuild & save - sub-grant-hopefcu$150k
Abyssinian Baptist Church FcuRacial equity grand award refg 2024$22k
Credit Union of AtlantaRacial equity grand award refg 2024$22k
Ctafc FcuRacial equity grand award refg 2024$22k
Greater Centennial Federal Credit UnionRacial equity grand award refg 2024$22k
Messiah Baptist Church FcuRacial equity grand award refg 2024$22k
Paramount Baptist Church FcuRacial equity grand award refg 2024$22k
Shiloh Englewood FcuRacial equity grand award refg 2024$22k
Tulane-Loyola FcuRacial equity grand award refg 2024$22k
Unified Homeowners of Il FcuRacial equity grand award refg 2024$22k
White Plains Post Offcie Employees FcuRacial equity grand award refg 2024$22k
Vitelco Employees FcuRacial equity grand award refg 2024$20k
Neighborhood Trust Financial PartnersNcuf pass through grant to ntfp$19k
Berean Credit UnionRacial equity grand award refg 2024$17k
Everest Federal Credit UnionRacial equity grand award refg 2024$17k
Cooperativa de Ahorro Y Crdito IslacoopRacial equity grand award refg 2024$17k
Chicago Post Office EmployeesRacial equity grand award refg 2024$15k
Church of the Master FcuRacial equity grand award refg 2024$15k
Episcopal Community FcuRacial equity grand award refg 2024$15k
Government Priniting Office FcuRacial equity grand award refg 2024$15k
Light Commerce Credit UnionRacial equity grand award refg 2024$15k
Northeast Community Federal Credit UnionRacial equity grand award refg 2024$15k
Cooperativa Miembros Union de TronquistasRacial equity grand award refg 2024$12k

State registration

1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.
Inclusiv, Inc. likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: New York Department of State, active corporations (data.ny.gov n9v6-gdp6). Licence: New York open data terms of use. Data last fetched 18 October 2026.
State
New York
Entity type
Foreign Not-For-Profit Corporation
Status
Active
Formed
7 September 1990
Registered agent
Not stated