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U.S. Department of Treasury Community Development Financial Institutions Fund CFI Institution Level Report Instructions Table of Contents Getting Started........................................................................................................................................................................
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How to fill out cdfi institution level report

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How to fill out the CDFI institution level report:

01
Begin by collecting all relevant financial information and data about your community development financial institution (CDFI). This includes your balance sheet, income statement, loan portfolio, and any other financial indicators required by the report.
02
Next, review the reporting guidelines provided by the Community Development Financial Institutions Fund (CDFI Fund). Familiarize yourself with the specific requirements and instructions for filling out the report.
03
Organize your financial information according to the prescribed reporting format. This may involve categorizing your assets, liabilities, income, and expenses in a specific manner defined by the report's guidelines.
04
Complete each section of the report accurately and thoroughly. Provide all requested data and numbers precisely, ensuring they align with your financial records. If there are any sections that you are unsure about, consult the reporting guidelines or contact the CDFI Fund for clarification.
05
Validate your financial data by double-checking all figures and calculations. It is crucial to avoid errors or inconsistencies that might affect the accuracy of your report. Consider verifying the data with your internal accounting team or engaging an external auditor if necessary.
06
Review the completed report and ensure it meets all the requirements outlined in the guidelines. Look for any missing information or sections that need further attention. Make corrections or additions as needed.
07
Before submitting the report, evaluate whether you have included any additional documentation or supporting materials required by the CDFI Fund. This may involve attaching relevant financial statements, loan reports, or any other requested documents.
08
Finally, submit your completed CDFI institution level report by the designated deadline. Follow the submission instructions provided by the CDFI Fund, which may involve an online portal, email, or physical mail.

Who needs the CDFI institution level report?

01
Community Development Financial Institutions (CDFIs): CDFIs are specialized financial institutions dedicated to serving underserved communities and promoting economic development. They need to fill out the institution level report to provide comprehensive financial information to the CDFI Fund.
02
CDFI Fund: As the federal agency responsible for promoting economic revitalization and community development, the CDFI Fund requires CDFIs to submit the institution level report. The report helps the CDFI Fund assess the financial health and impact of CDFIs and allocate funds accordingly.
03
Regulatory bodies: Regulatory bodies, such as state banking authorities or federal banking regulators, may require CDFIs to submit the institution level report as part of ongoing oversight or compliance requirements. This ensures transparency and accountability in the operations of CDFIs.
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It is a report that provides detailed information about a Community Development Financial Institution (CDFI) to the CDFI Fund.
All certified CDFIs are required to file the institution level report.
The report can be filled out online through the CDFI Fund's website using the specified forms and instructions.
The purpose is to provide the CDFI Fund with important data on the activities and impact of CDFIs.
Information such as financial data, loan activity, and community development outcomes must be reported.
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