Get Fy 2013 Cdfi Institution Level Report Instructions Ciis ... - Cdfi Fund - Cdfifund

This guide provides a clear and comprehensive overview of the steps necessary to fill out the FY 2013 CDFI Institution Level Report Instructions CIIS. Designed for users of all experience levels, it ensures accurate and efficient completion of the report.

Follow the steps to successfully complete the form.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Confirm your organization's fiscal year end, organizational structure, and type as per the myCDFIFund organization profile before starting.
3. Complete Section I: Basic Information by entering organizational details, including the name and contact details of the person responsible for the ILR.
4. Fill out Section II: Financial Position, using your organization’s financial statements to provide necessary data related to lending/investing pools and your organization’s total asset values.
5. Complete Section III: Financing, which involves reporting on loans and investments originated during the reporting period.
6. In Section IV: Community Development Impacts, report on your organization’s impacts such as job creation and housing units assisted.
7. Proceed to Section V: Development Services, where you will record the number of clients served and types of development services provided.
8. In Sections VI, VII, and beyond, address questions related to Individual Development Accounts, Award Compliance, and Financial Reports as necessary.
9. Review all entries for accuracy and completeness, making sure to use notes to explain any data that may need clarification.
10. Finally, save changes, download, print, or share the completed form as needed to retain a record of your submission and ensure compliance.

Start filling out your FY 2013 CDFI Institution Level Report online now to ensure timely submission and compliance.