As part of the Social Investment Forum Foundation and Co-op America’s program to increase the information available to investors on community investing, they contracted with Calvert Foundation and the CDFI Data Project to develop this database of community investment institutions. The result is a searchable database of more than 400 Community Investment Institutions (CIIs) that provide financial products and services to people and communities underserved by traditional financial markets.

Data

The Community Investment Database provides a basic overview and key statistics on the CIIs in the dataset. If you are interested in further information on the institutions, please visit their website or contact them directly. The information in this database is not a substitute for due diligence on an institution. The data is current as of 12/31/03 and will be fully updated annually after institutions release their audited statements. Real-time changes will be made on an ongoing basis.

If you are a representative of one of the CIIs in this database, and want to make a change to the information presented, have changes to make to the record of one of the CIIs in the database, please contact the Calvert Foundation at foundation@calvert.com.

Criteria for Inclusion

The CIIs in the Community Investment Database represent a subset of the 1,000+ CIIs that operate today. These CIIs were selected because they met three criteria:

1) They are a member of the Social Investment Forum and/or are affiliated with Calvert Foundation and/or are affiliated with one of the CDFI Data Project partners;

2) They met key standards related to performance determined by the Social Investment Forum, Calvert Foundation, and the CDFI Data Project partners. The minimum thresholds relate to operating performance, equity ratios, delinquencies and losses. Click here for more information;

3) They are currently taking investor capitalinvestable

4) They agreed to be included in the database.

About the Organizations

Social Investment Forum Foundation: The Social Investment Forum Foundation is a national, nonprofit organization providing research and educational programs on socially responsible investing, with an active Community Investing Program. The Foundation is affiliated with the Social Investment Forum (SIF), the national, nonprofit trade association for socially responsible investment professionals. CIIs interested in becoming a part of the database should consider joining SIF, as the organization works to ensure its members are included and promoted in the Community Investment Database. For more information, click here.

Co-op America: Co-op America is the leading national non-profit provider of consumer, business and investor tools that put economic power to work for social change. We harness the power of consumers and investors though marketplace strategies to address today's most pressing social and environmental issues. To learn more about Co-op America and our many programs, please visit www.coopamerica.org.

Calvert Foundation: Calvert Foundation was started by Calvert Group (the affiliated for-profit socially responsible mutual fund complex with $10 billion under management and 220,000 shareholders) to serve as a professionally managed facility through which individuals and institutions could safely and conveniently invest in low-income communities. Investors benefit from portfolio diversification, security enhancements, rigorous due diligence, ongoing monitoring of investments, and knowing every dollar invested goes into local enterprises that support low-income housing, non-profit facilities, micro-credit and other social enterprises. Calvert Foundation currently administers assets of more than $100 million from 2,000 individual and institutional sources, and its portfolio consists of investments in 200 community development and social enterprises globally. For more information, visit www.calvertfoundation.org.

CDFI Data Project (CDP): The CDP is a collaboration of eight leading trade associations and intermediaries that work with Community Development Financial Institutions (CDFIs) and CDFI investors to ensure access to and use of data to improve practice and attract resources to the CDFI field. The CDP publishes an annual publication on the CDFI industry, makes available the full CDP dataset for purchase, and provides data analysis on the industry. The CDP partners provide a variety of services to CDFIs and CDFI investors, including financing to CDFIs, asset management and due diligence services for investors, consulting and training for CDFIs and CDFI investors, and advocacy on behalf of the industry. For more information, view the CDP brochure (PDF format).

The CDP partners include:
Association for Enterprise Opportunity www.microenterpriseworks.org
Aspen Institute www.fieldus.org
CDFI Coalition www.cdfi.org
Community Development Venture Capital Alliance www.cdvca.org
Corporation for Enterprise Development
National Community Capital Association www.communitycapital.org
National Community Investment Fundwww.ncif.org
National Federation of Community Development Credit Unions www.cdcu.coop