Financials & Impact Reports

Stewardship in Action

For more than three decades The Loan Fund has earned the trust of investors, regulators, and New Mexico communities.
• Audited Financials & IRS 990s demonstrate strict financial oversight.
• Impact & Milestone reports show how every dollar fuels jobs, growth, and opportunity.

All files listed below are in PDF format, and will open in a new tab. If you require any assistance or accommodations, please contact us.

The Loan Fund Financial Statements

Audited Financials & IRS 990 filings from 2010 onward.

Community Impact Reports

How our loans have changed lives and economies across New Mexico.

2022 990

25/05/2023

2020 990

25/05/2021

2019 990

26/05/2020

2018 990

04/03/2020

2017 990

12/06/2018

2016 990

18/08/2017

2015 990

28/10/2016

2014 990

30/06/2015

2013 990

23/06/2014

2012 990

03/06/2014

2022 Audited Financials

25/05/2023

2021 Audited Financials

25/05/2022

2020 Audited Financials

25/05/2021

2019 Audited Financials

26/05/2020

2018 Audited Financials

04/03/2020

2017 Audited Financials

12/06/2018

2016 Audited Financials

18/08/2018

2015 Audited Financials

10/08/2016

2014 Audited Financials

30/06/2015

2013 Audited Financials

16/06/2014

2012 Audited Financials

15/05/2013

2011 Audited Financials

13/03/2012

2010 Audited Financials

24/08/2011

The Loan Fund’s 2023 Impact & Celebrating 35 Years

The Loan Fund’s 2017 Impact

The Loan Fund’s 2016 Impact

The Loan Fund’s 2015 Impact

Independent Impact Assessment: 2008-2014

The Loan Fund’s 2014 Impact

The Loan Fund’s 2013 Impact

5 Year Milestones published in 2013

Faith & Funding- A Two Decade Historical Report of Grassroots Economic Development