CDC Small Business Finance Corp
Donations deductibleRevenue
$31m
year to 31 December 2024
Expenses
$29.3m
year to 31 December 2024
Total assets
$133.4m
$66.4m liabilities
Net assets
$67m
assets less liabilities
Directors and trustees
17
5.3y av
Staff
169
employees, year to 31 December 2024
Left since last filing
4
24% of the board
Officers and senior staff
33
named in Part VII
CDC Small Business Finance Corp's network
17 people1 organisationi17 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (17). Violet dotted lines (14) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
17 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 in the tables. The network map shows same-name matches as likely links only, never as confirmed.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 17 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Alaina Beverly | Director | 2021 | 5 yrs |
| Casey Fannon | Director | 2022 | 4 yrs |
| Dan Varner | Director | 2021 | 5 yrs |
| Ellis Carr | President & CEO | 2021 | 5 yrs |
| Erik Caldwell | Director | 2018 | 8 yrs |
| Frank Robinson | Director | 2018 | 8 yrs |
| Gail Murklin | Director | 2024 | 2 yrs |
| Gary Cunningham | Director | 2021 | 5 yrs |
| Grace Chionuma | Director | 2021 | 5 yrs |
| Jennifer Smith Dolin | Director | 2022 | 4 yrs |
| Kurt Chilcott | Director/Consultant | 2020 | 6 yrs |
| Oswaldo Acosta | Director | 2021 | 5 yrs |
| Pedro Goitia | Director | 2021 | 5 yrs |
| Rick Beniito | Director | 2024 | 2 yrs |
| Sheryl Cameron | Director | 2018 | 8 yrs |
| Tom Topuzes | Director | 2022 | 4 yrs |
| Tylor Orion | Director | 2024 | 2 yrs |
Officers and senior leadership
33 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Andrew Erickson | Vice President, Senior Com | since 2023 |
| Andrew Mort | Cre Sales Manager | 2024 |
| Anthony Barengo | SVP of Credit | since 2021 |
| Armen Madatyan | Sr. VP, Business Development | since 2018 |
| Brian McEvoy | General Counsel, Chief Compliance Officer | since 2021 |
| Catherine Riddle | CFO - Former | since 2018 |
| Chris Bane | VP, Senior Commercial Lender | since 2019 |
| Dean Aloe | VP, Senior Commercial Lender | since 2018 |
| Eric Mandell | Loan Officer | 2020 |
| Erin Hebert | Sr. VP of Adminstration | since 2020 |
| Erin Helbert | EVP | 2020 |
| Jaret Dinard Ings | Treasurer | since 2021 |
| Julie Middleton | Vice President Sales and Support | 2023 |
| Karla Gill | Chief Technology Officer | since 2022 |
| Kelly Ryan | Loan Officer | 2018 |
| Kenneth Rosenthal | Sr. Advisor for Lending, Education and Training | since 2019 |
| Kim Buttemer | COO | since 2018 |
| Kimberly Dorsett | Chief Human Resources Officer | since 2021 |
| Kurt Chilcott | President and CEO | since 2018 |
| Lakisha Gant | VP 504 Loan Operations | since 2021 |
| Mark Hogan | Vice President, Senior Com | 2023 |
| Matthew Wehland | Chief Operating Officer | since 2022 |
| Merri Adams | Vice President, Senior Commercial Lender | 2022 |
| Michael Owen | Chief Credit Officer Emeritus | since 2018 |
| Michael Sarthou | Vice President, Senior Commercial Lender | 2022 |
| Natalie Gunn | Chief Financial Officer | since 2021 |
| Penina Goodman | SVP Brand Marketing | since 2019 |
| Randy Shoopman | VP of Software Development Ventures | since 2023 |
| Raymond Guthrie | Chief Investment Officer | 2023 |
| Robert Villarreal | EVP | since 2018 |
| Shelli Hayman | VP of Production Smart Growth Business Products | since 2021 |
| Thomas Brune | VP of Software Development | since 2018 |
| Tuyen Sam | Loan Officer | 2018 |
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.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Kenneth Rosenthal | Sr Advisor for Lending-Ed & Training | 40 | $395k | $42k | |
| Thomas Brune | President Ventures Lending | 40 | $290k | $49k | |
| Andrew Erickson | Vice President, Senior Com | 40 | $280k | $58k | |
| Anthony Barengo | Head of Commercial Real Estate | 40 | $252k | $38k | |
| Randy Shoopman | VP of Software Development | 40 | $247k | $34k | |
| Erin Hebert | Head of Operations | 40 | $238k | $49k | |
| Andrew Mort | Cre Sales Manager | 40 | $228k | $20k | |
| Ellis Carr | President & CEO | 20 | $0 | $1m | $35k |
| Kurt Chilcott | Director/Consultant | 7 | $0 | $211k | |
| Oswaldo Acosta | Director | 1 | $0 | $5k | |
| Rick Beniito | Director | 1 | $0 | $4k | |
| Alaina Beverly | Director | 1 | $0 | $5k | |
| Erik Caldwell | Director | 1 | $0 | $4k | |
| Sheryl Cameron | Director | 1 | $0 | ||
| Grace Chionuma | Director | 1 | $0 | ||
| Gary Cunningham | Director | 1 | $0 | $6k | |
| Jennifer Smith Dolin | Director | 1 | $0 | $5k | |
| Casey Fannon | Director | 1 | $0 | $5k | |
| Pedro Goitia | Director | 1 | $0 | $5k | |
| Gail Murklin | Director | 1 | $0 | $4k | |
| Tylor Orion | Director | 1 | $0 | $5k | |
| Frank Robinson | Director | 1 | $0 | $5k | |
| Tom Topuzes | Director | 1 | $0 | $5k | |
| Dan Varner | Director | 1 | $0 | $5k | |
| Natalie Gunn | Chief Financial Officer | 20 | $0 | $452k | $67k |
| Jaret Dinard Ings | Senior Director of Finance | 20 | $0 | $321k | $56k |
| Kim Dorsett | Chief Human Resource Offic | 20 | $0 | $310k | $43k |
| Brian McEvoy | General Counsel | 20 | $0 | $379k | $59k |
| Matthew Wehland | Chief Operating Officer | 20 | $0 | $353k | $39k |
| Karla Gill | Chief Technology Officer | 20 | $0 | $407k | $39k |
About
- Legal name
- CDC Small Business Finance Corp
- EIN
- 953512045
- Address
- 1400 Crystal Dr Ste 500, Arlington, VA, 22202-4166
- State
- Virginia
- Mission
- (as filed on the Form 990)
- Activity (NTEE)
- S30 Community improvement and capacity building
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 9 (IRS master file code)
- Formed
- 1978
- Principal officer
- Natalie Gunn (as named on the Form 990)
- IRS ruling date
- 1 February 2021
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedPROVIDE ECONOMIC DEVELOPMENT TO SMALL BUSINESS IN SAN DIEGOSan Diego Region Small Business DevelopmentRelatedCOMMUNITY LENDING AND DEVELOPMENTCapital Impact Partners
Longest observed on the filings
≥8years on the filingsErik Caldwell
≥8years on the filingsFrank Robinson
≥8years on the filingsSheryl Cameron
≥6years on the filingsKurt Chilcott
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
- $133.4m
- Total liabilities
- $66.4m
- Net assets or fund balances
- $67m
- Contributions and grants received
- $1.6m
- Program service revenue
- $13.2m
- Employees
- 169
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $31m | $29.3m | $1.7m |
As filed on the IRS Form 990. US dollars.