2023-12-05T16:40:38-06:00 2022-12-31 132781641 MITCHELL & TITUS LLP 80 PINE STREET NEW YORK NY 10005 990 2022-01-01 873807038 ROCHDALE CAPITAL CORPORATION ROCH 2025715148 2011 CRYSTAL DRIVE SUITE 800 ARLINGTON VA 22202 JOHN HOLDSCLAW IV PRESIDENT & CEO 2025715148 2023-12-05 1 JOHN HOLDSCLAW IV 999009999 0 FREDERICK E DAVIS JR P00446023 2127094500 2023-11-09 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN HOLDSCLAW IV 2011 CRYSTAL DRIVE SUITE 800 ARLINGTON VA 22202 1537775 0 X WWW.ROCHDALECAPITAL.ORG X 2021 VA ADVANCE EQUITY, DIVERSITY, INCLUSION (EDI), AS WELL AS ASSET BUILDING IN UNDER-RESOURCED COMMUNITIES. BROADEN EQUITABLE ACCESS TO CAPITAL BY OFFERING FLEXIBLE, AFFORDBLE FINANCING NOT CURRENTLY AVAILABLE THROUGH STRATEGIC PARTNER NCB. 7 7 3 0 0 0 5000000 1500000 0 0 55 37775 0 0 5000055 1537775 0 0 0 0 0 380776 0 0 90765 0 408530 0 789306 5000055 748469 5000055 5820631 0 72107 5000055 5748524 X ROCHDALE CAPITAL IS A COMMUNITY DEVELOPMENT LOAN FUND WHOSE MISSION IS TO PROMOTE COOPERATIVE AND COMMUNITY OWNERSHIP; ADVANCE EQUITY, DIVERSITY AND INCLUSION; AND PROVIDE CAPITAL ACCESS TO BIPOC UNDER RESOURCED COMMUNITIES. WE BELIEVE THAT OWNERSHIP IS THE FOUNDATION TO VIBRANT COMMUNITIES. 0 0 527869 AS A NONPROFIT LOAN FUND, WE PROVIDE EQUITABLE ACCESS TO CAPITAL TO FUND COOPERATIVE ENTERPRISES, COMMUNITY FACILITIES, RENEWABLE ENERGY, COMMERCIAL SPACES, SMALL BUSINESSES AND AFFORDABLE HOUSING. THIS PROVIDES OWNERSHIP OPPORTUNITIES FOR ENTREPRENEURS, COOPERATIVES, COMMUNITY-BASED ORGANIZATIONS AND POTENTIAL HOMEOWNERS. OUR TARGET MARKET INCLUDES COMMUNITIES THAT ARE UNBANKED, UNDERBANKED AND UNDER RESOURCED; THOSE WHO HAVE BEEN TRADITIONALLY LEFT OUT OF INVESTMENT OPPORTUNITIES. 82 82 527951 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 3 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 VA X JOHN HOLDSCLAW 2025715148 2011 CRYSTAL DR 800 ARLINGTON VA 223023724 ANDREA LEVERE BOARD CHAIR 1.50 X 0 0 0 SHANNAN HERBERT BOARD VICE CHAIR 1.20 X 0 0 0 VALERIA ROACH BOARD TREASURER 1.20 X 0 0 0 OMAR VELASCO AS OF 412022 DIRECTOR 1.00 X 0 0 0 PAUL HAZEN DIRECTOR 1.00 X 0 0 0 DION SMITH DIRECTOR 1.00 X 0 0 0 STACY PATRICK DIRECTOR 1.00 X 0 0 0 JOHN HOLDSCLAW IV PRESIDENT & CEO 24.00 X 183028 0 0 KLADE HARE CHIEF LENDING OFFICER 40.00 X 117525 0 0 CHANTAL HART MANAGER- OPERATIONS & COMPLIANCE 40.00 X 0 0 0 300553 0 0 2 0 1 0 0 1500000 1500000 37775 37775 1537775 37775 0 0 X 299136 190170 54483 54483 47875 19150 19150 9575 6594 6594 5197 5197 21974 13255 4663 4056 39456 12525 26931 37715 37715 17442 10465 3663 3314 5172 1671 2990 511 22727 13709 4823 4195 10800 6480 2268 2052 14947 8968 3139 2840 6181 3709 1298 1174 1091 655 229 207 17167 10300 3605 3262 LOAN LOSS 173118 173118 CONTRIBUTIONS AND AWARD 35000 35000 WEBSITE HOSTING & SOCIA 25442 15265 5343 4834 BANK FEES 1380 828 290 262 892 892 789306 527951 170590 90765 5000055 4255917 1558063 681 3276 1092 0 2184 3786 5000055 5820631 3454 6250 0 62403 0 72107 X 1560055 1561000 3440000 4187524 5000055 5748524 5000055 5820631 748469 0 X 0 0 0 X 5000000 1500000 6500000 5000000 1500000 6500000 0 0 0 6500000 55 37775 37830 55 37775 37830 5000055 1537775 6537830 0.99420 0.99990 0.00580 0.00000 X SCHEDULE A, PART III - PUBLIC SUPPORT LINE 14 2021 IS AN INITIAL YEAR STARTING 12/02/2021. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3276 1092 2184 2184 CREDIT CARDS 462 NCB BANK ACCRUALS 57207 ACCRUED PAYROLL 4734 62403 0 0 0 0 0 0 0 0 0 JOHN HOLDSCLAW IV PRESIDENT & CEO 135566 0 23625 0 23837 0 0 0 0 0 183028 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC ON DEMAND. FORM 990, PART IX, LINE 24E LOAN SERVICING FEE: PROGRAM SERVICE EXPENSES 892. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 892.