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Financial Information

As a nonprofit lender and steward of both investment and philanthropic capital, we are committed to the highest levels of fiscal transparency.

Quarterly Performance Reports

We publish quarterly updates on the performance of our lending activities, fundraising efforts, and the economic, social, and environmental impact of our clients.

2023 - Q1 | Q2
2022 - Q1 | Q2 | Q3 | Q4
2021 - Q1 | Q2 | Q3 | Q4
2020 - Q1 | Q2 | Q3 | Q4
2019 - Q1 | Q2 | Q3 | Q4
2018 - Q1 | Q2 | Q3 | Q4
2017 - Q1 | Q2 | Q3 | Q4
2016 - Q1 | Q2 | Q3 | Q4
2015 - Q1 | Q2 | Q3 | Q4

Annual Report

Read our 2021-2022 Biennial Report: Renewed Resilience Amidst a Post-Pandemic Recovery to see the progress made towards our four impact pathways, learn more about two of our clients, and view our financials from those years.

View Report

2021-2022 Financials

Operating expenses includes program and support-related operating expenses; Revenue includes lending program earned interest and fee revenue; Expenses also includes lending program interest and provisioning expenses. See our audited financial statements below for detailed financial information.

Audited Financial Statements

2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013

Federal Form 990

2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013

Tax Documents

IRS 501(c)(3) determination letter
MA state tax exemption letter