Nonprofits›Community Financial Resources

Public & Societal Benefit

Community Financial Resources

OAKLAND, CA

WebsiteView as a funder

Total revenue

$785K

Total expenses

$1.3M

Net assets

$1.1M

Grants received

$3.5M

38 grants

EIN

203788598

Tax year

2024

Mission

CFR provides research, education, program development and technical assistance for non-profit organizations and their low-income constituents on financial literacy, money management, and accessing and effectively using low-cost financial products and services.

Programs

1 program

Guaranteed Income: CFR partnered with 20 Guaranteed Income programs nationwide, processing over $6.7 million to 1,098 participants, benefiting a diverse array of populations, including first-time moms, high school students, foster youth, artists, refugees escaping domestic violence, black youth, returning citizens, seniors, and families with young children.

Expenses: $107K

Financials

FY 2024

Revenue

Contributions & grants$320K
Program service revenue$453K
Investment income$12K
Other revenue—
Total revenue$785K

Expenses

Grants paid$73K
Salaries & benefits$929K
Fundraising$54K
Other expenses$269K
Total expenses$1.3M
Total assets$3.5M
Net assets$1.1M

People

9 listed

NameRoleCompensation

Parisa Esmaili

Executive Dir.

Board

$142K

40 hrs/wk

Cynthini West

CFO

Board

$100K

40 hrs/wk

Beadsie Woo

President

Board

—

2 hrs/wk

Kendall Baker

Sec/Treasurer

Board

—

1 hrs/wk

Lauren Leimbach

Founder & Board

Board

—

1 hrs/wk

Rebeca Rangel

Board Member

Board

—

1 hrs/wk

Lydia Bustamante

Board Member

Board

—

1 hrs/wk

Suwandi Tandjung

Board Member

Board

—

1 hrs/wk

Carol Iascone

Operations Manager

Staff

$112K

40 hrs/wk

Grants received

Showing 38 of 38

FromAmountPurposeYear
MBOLDEN CHANGE
$16K
Low-income individuals
2024
JPMORGAN CHASE FOUNDATION
$300K
IN SUPPORT OF FINANCIAL HEALTH
2023
MBOLDEN CHANGE
$116K
Low-income individuals
2023
S H COWELL FOUNDATION
$40K
TO SUSTAIN FINANCIAL EDUCATION AND ASSISTANCE PARTNERSHIPS IN SOUTHSIDE RICHMOND.
2023
Annie E Casey Foundation Inc
$1K
CHARITABLE CONTRIBUTION THROUGH THE MATCHING GIFTS PROGRAM
2023
The Monarch Charitable Foundation
$247K
The Bridge Project
2022
The Monarch Charitable Foundation
$233K
The Bridge Project Year 1
2022
S H COWELL FOUNDATION
$75K
TO EXPAND FINANCIAL EDUCATION AND ASSISTANCE PARTNERSHIPS IN SOUTHSIDE RICHMOND.
2022
West Contra Costa Public Education Fund
$74K
program funding & admin
2022
WALTER AND ELISE HAAS FUND
$50K
ONE YEAR OF GENERAL OPERATING SUPPORT TO PROMOTE QUALITY BANKING TOOLS AND PRODUCT-BASED FINANCIAL CAPABILITY SERVICES TO LOW-INCOME FAMILIES IN THE BAY AREA.
2022
TIDES CENTER
$38K
HEALTHY INDIVIDUALS AND COMMUNITIES
2022
TIDES CENTER
$38K
HEALTHY INDIVIDUALS AND COMMUNITIES
2022
MID-IOWA HEALTH FOUNDATION
$15K
CENTRAL IOWA BASIC INCOME PILOT PROGRAM
2022
JPMORGAN CHASE FOUNDATION
$450K
IN SUPPORT OF FINANCIAL HEALTH
2021
The Chicago Community Trust
$200K
Support to provide pathways to financial well-being through products, tools, and capacity building that improve financial stability, protect assets, and establish a foundation to build wealth for low-income, low-wealth households, with a focus on communities of color.
2021
The Chicago Community Trust
$200K
Support to provide pathways to financial well-being through products, tools, and capacity building that improve financial stability, protect assets, and establish a foundation to build wealth for low-income, low-wealth households, with a focus on communities of color.
2021
West Contra Costa Public Education Fund
$31K
response to COVID-19
2021
COMERICA CHARITABLE FOUNDATION
$15K
Rebuilding From COVID
2021
UNITED WAY OF THE BAY AREA
$15K
PROGRAM GRANT
2021
Marx-Stark Family Foundation
$12K
General Support
2021
West Contra Costa Public Education Fund
$545K
Community assistance
2020
Richmond Community Foundation
$114K
MOBILITY LABS AND HEALTHY RICHMOND
2020
EAST BAY COMMUNITY FOUNDATION
$81K
COMMUNITY ECONOMIC SUPPORT RELATED TO COVID-19, FBO: BLACK ORGANIZING PROJECT, FBO: HEALTHY & ACTIVE BEFORE 5, FBO: SAFE RETURN PROJECT
2020
Annie E Casey Foundation Inc
$60K
SUPPORT FOR FINANCIAL CAPABILITY PROGRAMMING IN SELECTED LEARN AND EARN TO ACHIEVE POTENTIAL SITES
2020
Justice Justice Foundation
$25K
Health and active before 5 (HAB45)
2020
Justice Justice Foundation
$25K
Health and active before 5 (HAB45)
2020
UNITED WAY OF THE BAY AREA
$15K
PROGRAM GRANT -VITA SUPPORT
2020
S H COWELL FOUNDATION
$15K
GENERAL OPERATING EXPENSES
2020
TECHQUERIA
$11K
—
2020
Marx-Stark Family Foundation
$8K
General Support
2020
EXCITE CREDIT UNION
$5K
TO PROVIDE RESEARCH, EDUCATION, PROGRAM DEVELOPMENT AND TECHNICAL ASSISTANCE FOR NON-PROFIT ORGANIZATIONS AND THEIR LOW-INCOME CONSTITUENTS ON FINANCIAL LITERACY, MONEY MANAGEMENT, AND ACCESSING AND EFFECTIVELY USING LOW-COST FINANCIAL PRODUCTS AND SERVICES.
2020
EAST BAY COMMUNITY FOUNDATION
$128K
COMMUNITY ECONOMIC SUPPORT RELATED TO COVID-19, COMMUNITY ECONOMIC SUPPORT RELATED TO COVID-19 (INTERMEDIARY FOR DESIGNATED ORGANIZATION EAST OAKLAND COLLECTIVE), COMMUNITY ECONOMIC SUPPORT RELATED TO COVID-19, FOR BOP-IDENTIFIED INDIVIDUALS
2019
West Contra Costa Public Education Fund
$115K
—
2019
DONOR ADVISED CHARITABLE GIVING INC
$51K
PUBLIC, SOCIETAL BENEFIT
2019
THE SAN FRANCISCO FOUNDATION
$50K
CORE SUPPORT TO HELP LOW-INCOME BAY AREA RESIDENTS IMPROVE THEIR FINANCIAL CAPABILITY AND STABILITY THROUGH CONSUMER-FRIENDLY FINANCIAL PRODUCTS AND TOOLS THAT INSTILL BENEFICIAL MONEY MANAGEMENT BEHAVIORS, PRIMARILY TO PARTICIPANTS OF THE YOUTH TECH COHORT, OAKLAND CODES (OC).
2019
UNITED WAY OF THE BAY AREA
$30K
PROGRAM GRANT - VITA
2019
SUNLIGHT GIVING
$30K
GENERAL SUPPORT
2019
THE SAN FRANCISCO FOUNDATION
$50K
PROJECT SUPPORT TO HELP LOW-INCOME BAY AREA RESIDENTS IMPROVE THEIR FINANCIAL CAPABILITY AND STABILITY THROUGH CONSUMER-FRIENDLY FINANCIAL PRODUCTS AND TOOLS THAT INSTILL BENEFICIAL MONEY MANAGEMENT BEHAVIORS.
2017

Funded by

$3.5M from 21 funders · 38 grants · 2017–2024

West Contra Costa Public Education Fund

$765K · 4 grants · 2019–2022

Jpmorgan Chase Foundation

$750K · 2 grants · 2021–2023

The Monarch Charitable Foundation

$481K · 2 grants · 2022

The Chicago Community Trust

$400K · 2 grants · 2021

East Bay Community Foundation

$209K · 2 grants · 2019–2020

Mbolden Change

$132K · 2 grants · 2023–2024

S H Cowell Foundation

$130K · 3 grants · 2020–2023

Richmond Community Foundation

$114K · 1 grant · 2020

Details

EIN203788598
NTEE codeW05
Subsection03
Ruling date2006-09
Formed2005
Employees9
Volunteers6
COMMUNITY FINANCIAL RESOURCES — Mission, Financials & Grants Received | Grantivo