What services does this organization provide?

The organization delivers programs and services aligned with its mission, including direct service delivery, advocacy, member support, and community engagement initiatives. Specific offerings vary based on organizational focus and community needs.

How is the organization funded?

Funding comes from multiple sources including individual donations, grants from foundations and government agencies, program service revenue, membership dues, and fundraising events. Financial information is publicly available through IRS Form 990 filings.

How can someone get involved?

Individuals can participate through volunteering, making financial contributions, attending events and programs, joining as members where applicable, or serving on committees and advisory boards. Contact the organization directly for current opportunities.

Where does the organization operate?

The organization serves specific geographic areas as defined in its mission and charter. Service delivery may include direct programs at physical locations, virtual programming, advocacy work, and partnerships with other organizations to extend reach.

Cdc Small Business Finance Corporation

San Diego, CA

Community development financial institution providing capital access to small businesses

Primary audience

Business Members

Work area

Economic Development

Topic

Business Advocacy

Contact

Thomas Brune

Website Contact

About Organization

CDC Small Business Finance helps entrepreneurs and communities thrive by providing loans and financial resources to underserved businesses. Based in San Diego, CA, the organization operates with $31 million in annual revenue and 169 employees.

What They Focus On

Business Growth

Supporting member businesses through networking, resources, and advocacy

Economic Development

Attracting investment and promoting regional prosperity

Policy Advocacy

Representing business interests in legislative and regulatory matters

Financial Information

Form 990 data showing organizational financial health and growth.

Year	Revenue	Expenses	Assets	Employees
2024	—	—	—	—
2024	$30,966,467	$29,265,580	$133,382,730	169
2023	—	—	—	—
2023	$27,607,207	$26,543,703	$118,524,945	192
2022	—	—	—	—
2022	$26,865,626	$28,209,180	$92,661,741	179
2021	—	—	—	—
2021	$31,738,512	$25,025,312	$123,395,668	177
2020	—	—	—	—
2020	$7,270,597	$6,734,493	$280,079,202	146

Source: IRS Form 990 filings. All figures in USD.

01

Member Engagement

Connecting with businesses to understand needs and priorities
02

Advocacy Strategy

Developing policy positions and legislative advocacy plans
03

Stakeholder Collaboration

Building coalitions with government and community partners
04

Impact Measurement

Tracking outcomes and reporting results to members

Programs and Initiatives

Services and programs offered by Cdc Small Business Finance Corporation

Business Advocacy

Representing member interests before legislative and regulatory bodies

Member Services

Providing networking, resources, and support to business members

Economic Development

Promoting regional economic growth and attracting investment

Team & Leadership

Meet the people behind Cdc Small Business Finance Corporation.

Contact the team Contact

Ellis Carr

President & Chief Executive Officer CDC Small Business Finance + Capital Impact Partners Read ’s External

20 hrs/week

Jaret Dinard Ings

Senior Director of Finance & Treasurer•

20 hrs/week

Kim Dorsett

Chief Human Resources Officer CDC Small Business Finance + Capital Impact Partners Read ’s External

20 hrs/week

Natalie Gunn

Chief Financial Officer CDC Small Business Finance + Capital Impact Partners Read ’s External

20 hrs/week

Erin Hebert

Head of Operations•

Full-time

Compensation: $237,738

Brian McEvoy

General Counsel, Chief Compliance Officer, & Corporate Secretary

20 hrs/week

Kimberly Dickens

Chief Strategy & Growth Officer CDC Small Business Finance + Capital Impact Partners Read ’s External

Matt Wehland

Chief Operations Officer CDC Small Business Finance + Capital Impact Partners Read ’s External

Jason Anderson

Senior Vice President, Marketing, Communications, & Brand•

Tony Barengo

Senior Vice President, SBA 504 Loan Program•

Mindy Christensen

Senior Vice President, Community Development Lending•

Lauren Counts

Head of Community Solutions•

Jamal Habibi

Chief of Staff & Policy

Shelli Hayman

Senior Vice President, Small Business Lending•

Chris Lash

Director of Strategy & Research•

Yrenilsa Lopez, CFA

Managing Director of Investments•

Masouda Omar

Head of Small Business & Community Development Credit

Taylor Spragens

Legal Counsel•

Oswaldo Acosta

President and CEO, City

Rick Benito

(Retired) Senior Vice President, National SBA Lending, Bank of America

Alaina C. Beverly

Executive Vice President, Black Economic Alliance

Erik Caldwell

President/Chief Executive Officer, Metropolis IQ Technology Inc.

Sheryl Cameron

Executive Director, SBA Solutions, JPMorgan Chase

Kurt Chilcott

Board Vice-Chair President + CEO Emeritus, CDC Small Business Finance

Grace Chionuma

Managing Director, Fixed Income Division, Public Finance Banking, Morgan Stanley

Gary Cunningham

Board Chair Senior Advisor, New School

Jennifer Smith Dolin

Principal of Jen

Casey P. Fannon

President & Chief Executive Officer, The National Cooperative Bank, N.A.

Casey P. Fannon President & Chief Executive Officer, The National Cooperative Bank, N.A.

Pedro I. Goitia

(Retired) Partner, KPMG

Gail Markulin

(Retired) Director, Capital Markets, Federal Home Loan Bank – Office of Finance

Tyler Orion

Co-Founder and Officer, Precision Healthcare Ecosystem

Thomas Topuzes

President and CEO, and Associates

Dan Varner

Chief Executive Officer, Goodwill Industries of Greater Detroit

Thomas Brune

President Ventures Lending

Full-time

Compensation: $290,494

Andrew Erickson

Vice President, Senior Com

Full-time

Compensation: $279,875

Karla Gill

Chief Technology Officer

20 hrs/week

Matthew Wehland

Chief Operating Officer

20 hrs/week

Natalie Gunn

CFO

Kenneth Rosenthal

Sr Advisor For Lending-Ed & Training

Full-time

Compensation: $395,100

Anthony Barengo

Head Of Commercial Real Estate

Full-time

Compensation: $252,485

Randy Shoopman

VP Of Software Development

Full-time

Compensation: $247,176

Andrew Mort

Cre Sales Manager

Full-time

Compensation: $227,578

Milestones

2017

Community Partnerships

2017

Enhanced services and organizational capabilities

2023

Leadership Expansion

2023

Grew leadership team to enhance organizational capacity

2025

Program Innovation

2025

Launched new initiatives to deepen community impact

Associated People

Board members, advisors, and key contributors

Board of Directors

Alaina Beverly Director 1.00 hrs/week

Casey Fannon Director 1.00 hrs/week

Dan Varner Director 1.00 hrs/week

Erik Caldwell Director 1.00 hrs/week

Frank Robinson Director 1.00 hrs/week

Gail Murklin Director 1.00 hrs/week

Gary Cunningham Director 1.00 hrs/week

Grace Chionuma Director 1.00 hrs/week

Jennifer Smith Dolin Director 1.00 hrs/week

Kurt Chilcott Director/Consultant 7.00 hrs/week

Oswaldo Acosta Director 1.00 hrs/week

Pedro Goitia Director 1.00 hrs/week

Rick Beniito Director 1.00 hrs/week

Sheryl Cameron Director 1.00 hrs/week

Tom Topuzes Director 1.00 hrs/week

Tylor Orion Director 1.00 hrs/week

Information compiled from IRS Form 990 and organizational materials.

Executive Compensation

Top compensated officers & key employees from IRS Form 990

Total Reported (2024)

$2.6M

Highest Paid

$437K

Kenneth Rosenthal

Compensated Officers

Name	Title	Base	Other	Total	Hrs/Wk
Kenneth Rosenthal	SR Advisor For Lending-Ed & Training	$395,100	$42,333	$437,433	40
Thomas Brune	President Ventures Lending	$290,494	$49,025	$339,519	40
Andrew Erickson	Vice President, Senior Com	$279,875	$57,934	$337,809	40
Anthony Barengo	Head Of Commercial Real Estate	$252,485	$37,779	$290,264	40
Erin Hebert	Head Of Operations	$237,738	$48,857	$286,595	40
Randy Shoopman	VP Of Software Development	$247,176	$33,612	$280,788	40
Andrew Mort	Cre Sales Manager	$227,578	$20,245	$247,823	40
Natalie Gunn	Chief Financial Officer	$0	$67,112	$67,112	20
Brian Mcevoy	General Counsel	$0	$58,530	$58,530	20
Jaret Dinard Ings	Senior Director Of Finance	$0	$56,010	$56,010	20
Kim Dorsett	Chief Human Resource Offic	$0	$42,798	$42,798	20
Karla Gill	Chief Technology Officer	$0	$39,033	$39,033	20
Matthew Wehland	Chief Operating Officer	$0	$38,662	$38,662	20
Ellis Carr	President & CEO	$0	$35,104	$35,104	20

Name	Title	Base	Other	Total	Hrs/Wk
Andrew Erickson	Vice President, Senior Com	$392,024	$60,128	$452,152	40
Thomas Brune	President Ventures Lending Tech	$302,684	$46,339	$349,023	40
Mark Hogan	Vice President, Senior Com	$312,697	$29,850	$342,547	40
Erin Hebert	Head Of Operations	$251,832	$43,459	$295,291	40
Anthony Barengo	SVP Of Credit	$253,607	$33,814	$287,421	40
Robert Villarreal	Chief External Affairs Officer	$256,125	$28,594	$284,719	40
Randy Shoopman	VP Of Software Development Ventures	$250,319	$31,661	$281,980	40
Julie Middleton	Vice President Sales And Support	$230,597	$36,675	$267,272	40
Brian Mcevoy	General Counsel	$0	$82,038	$82,038	20
Jaret Dinard Ings	Senior Director Of Finance	$0	$73,173	$73,173	20
Raymond Guthrie	Chief Investment Officer	$0	$69,917	$69,917	20
Kim Dorsett	Chief Human Resource Officer	$0	$56,354	$56,354	20
Matthew Wehland	Chief Operating Officer	$0	$45,520	$45,520	20
Natalie Gunn	Chief Financial Officer	$0	$43,398	$43,398	20
Ellis Carr	President & CEO	$0	$39,208	$39,208	20

Name	Title	Base	Other	Total	Hrs/Wk
Dean Aloe	Vice President, Senior Commercial Lender	$776,069	$39,048	$815,117	40
Armen Madatyan	Senior Vice President, Business Development	$516,894	$31,878	$548,772	40
Chris Bane	Vice President, Senior Commercial Lender	$470,321	$45,312	$515,633	40
Kim Buttemer	Chief Operations Officer - Outgoing	$456,847	$2,083	$458,930	40
Michael Sarthou	Vice President, Senior Commercial Lender	$300,819	$50,549	$351,368	40
Merri Adams	Vice President, Senior Commercial Lender	$300,048	$14,600	$314,648	40
Robert Villarreal	Chief External Affairs Officer	$279,517	$25,318	$304,835	40
Lakisha Gant	VP 504 Loan Operations	$258,086	$18,458	$276,544	40
Erin Hebert	Head Of Operations	$243,018	$28,934	$271,952	40
Michael Owen	Chief Credit Officer Emeritus	$240,473	$1,100	$241,573	40
Shelli Hayman	VP Of Production Smart Growth Business Products	$207,110	$26,322	$233,432	40
Anthony Barengo	SVP Of Credit	$200,682	$19,122	$219,804	40
Brian Mcevoy	General Counsel	$0	$77,933	$77,933	20
Kim Dorsett	Chief Human Resource Officer	$0	$74,668	$74,668	20
Jaret Dinard Ings	Senior Director Of Finance	$0	$66,790	$66,790	20

Name	Title	Base	Other	Total	Hrs/Wk
Kurt Chilcott	Board Chair & Consultant	$691,892	$19,097	$710,989	7
Dean Aloe	VP, Senior Commercial Lender	$664,764	$22,835	$687,599	40
Michael Owen	CCO	$539,781	$29,456	$569,237	40
Kim Buttemer	COO	$443,353	$43,745	$487,098	40
Armen Madatyan	SR. VP, Business Development	$448,333	$29,655	$477,988	40
Chris Bane	VP, Senior Commercial Lender	$396,599	$42,926	$439,525	40
Robert Villarreal	Chief External Affairs Officer	$264,461	$22,231	$286,692	40
Kenneth Rosenthal	SR. Advisor For Lending, Education And Training	$256,538	$22,835	$279,373	40
Thomas Brune	President Ventures Lending	$250,879	$27,432	$278,311	40
Erin Hebert	SR. VP Of Adminstration	$225,182	$34,615	$259,797	40
Lakisha Gant	VP 504 Loan Operations	$221,867	$16,020	$237,887	40
Shelli Hayman	VP Of Production Smart Growth Business Development	$192,640	$19,500	$212,140	40
Tony Barengo	SVP Of Credit	$190,903	$17,195	$208,098	40
Penina Goodman	SR. Vice President Of Marketing	$200,446	$2,807	$203,253	40
Catherine Riddle	CFO - Former	$118,726	$12,012	$130,738	40

Name	Title	Base	Other	Total	Hrs/Wk
Kurt Chilcott	President & CEO	$891,621	$41,066	$932,687	40
Michael Owen	CCO	$538,182	$38,101	$576,283	40
Kim Buttemer	COO	$430,086	$46,688	$476,774	40
Catherine Riddle	CFO & CTO	$355,053	$28,622	$383,675	40
Chris Bane	Loan Officer	$318,864	$31,504	$350,368	40
Dean Aloe	Loan Officer	$320,810	$27,319	$348,129	40
Armen Madatyan	Loan Officer	$295,420	$37,417	$332,837	40
Thomas Brune	VP Of Software Development	$236,242	$22,889	$259,131	40
Erin Hebert	EVP	$229,578	$25,524	$255,102	40
Penina Goodman	SVP Brand Marketing	$213,955	$20,918	$234,873	40
Robert Villarreal	EVP	$211,722	$20,137	$231,859	40
Eric Mandell	Loan Officer	$216,145	$13,110	$229,255	40

Source: IRS Form 990 filings. Compensation includes base and other reported compensation.

Partners & Funders

Grant funding relationships from IRS Form 990 filings

$2.5M Grants Received

2 Organizations

Top Funders

2 total

Capital Impact Partners

$2.5M

Mission Economic Development Agency

$35K

Source: IRS Form 990 Schedule I filings. Amounts may span multiple tax years.

Contact

Get in touch with Cdc Small Business Finance Corporation

Email

[email protected]

Phone

(703) 647-2360 (619) 291-3594

Social

Visit Website

2448 Historic Decatur Road 200 San Diego, CA 92106

Cdc Small Business Finance Corporation

What They Focus On

Financial Information

How They Work

Member Engagement

Advocacy Strategy

Stakeholder Collaboration

Impact Measurement

Programs and Initiatives

Business Advocacy

Member Services

Economic Development

Team & Leadership

Ellis Carr

Jaret Dinard Ings

Kim Dorsett

Natalie Gunn

Erin Hebert

Brian McEvoy

Kimberly Dickens

Matt Wehland

Jason Anderson

Tony Barengo

Mindy Christensen

Lauren Counts

Jamal Habibi

Shelli Hayman

Chris Lash

Yrenilsa Lopez, CFA

Masouda Omar

Taylor Spragens

Oswaldo Acosta

Rick Benito

Alaina C. Beverly

Erik Caldwell

Sheryl Cameron

Kurt Chilcott

Grace Chionuma

Gary Cunningham

Jennifer Smith Dolin

Casey P. Fannon

Pedro I. Goitia

Gail Markulin

Tyler Orion

Thomas Topuzes

Dan Varner

Thomas Brune

Andrew Erickson

Karla Gill

Matthew Wehland

Natalie Gunn

Kenneth Rosenthal

Anthony Barengo

Randy Shoopman

Andrew Mort

Milestones

Community Partnerships

Leadership Expansion

Program Innovation

Associated People

Board of Directors

Executive Compensation

Partners & Funders

Top Funders

Related Organizations

Tax-Exempt Affiliates

Taxable Corp Trust

Contact

Email

Phone

Social