Public Charity

Community Financial Resources

Community Financial Resources is a Public Charity headquartered in Oakland, CA. Financial data from the 2024 filing: $785K revenue, $1.3M expenses, $3.5M total assets. 22 publicly reported grants to this organization, totaling roughly $2.0M, appear in IRS filings.

EIN: 203788598 Oakland, CA Latest filing: 2024
Total Revenue$785K
Total Expenses$1.3M
Total Assets$3.5M
Grant Records22
Funding Total$2.0M
Filing Years2020–2024

Mission

CFR provides pathways to financial well-being and economic justice with safe and reliable financial products for low-wealth communities.

Officers & Directors

President Beadsie Woo
Operations Manager Carol Iascone
CFO Cynthini West
Sec/Treasurer Kendall Baker
Founder & Board Lauren Leimbach
Board Member Lydia Bustamante

Officer compensation and complete director data available with membership.

Top Grant Purposes

Community assistance
$545,100 1 grant
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.
$400,000 2 grants
Low-income individuals
$132,000 2 grants
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
$128,000 1 grant
Unspecified
$125,630 2 grants

Financial Trends

Year Revenue Expenses Assets
2024 $785K $1.3M $3.5M
2023 $1.0M $1.0M $4.1M
2022 $1.1M $651K $5.4M
2021 $1.1M $610K $2.2M
2020 $461K $652K $1.1M

Between 2020 and 2024, reported annual revenue grew from $461K to $785K (+71%), with total assets most recently reported at $3.5M.

Interactive year-over-year charts and full filing details available with membership.

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