1. cdfa annual conference 7-8 September 2011 CDFA member survey 2011 Preliminary findings Harry Glavan Policy & Research Manager, CDFA Conference Sponsor:

2. Presentation agenda CDFA annual survey of members Where CDFIs operate Markets CDFIs serve CDFI lending activity Capital and revenue Implications

3. Participating members

4. CDFI loan portfolio outstanding

5. CDFI markets served MicroSME Civil Society ConsumerHome Imp’t BusinessPersonal

6. Loan number & value by market

7. CDFI geographic scope

8. Consumer loan portfolio NO DATA

9. Consumer loan supply and demand

10. Consumer avg loan size by CDFI £1500 Avg: £540

11. Home Improvement loan stats ValueNumber Portfolio £ 42,000,0003,200 Applications £ 29,000,0001,600 Agreements £ 12,000,0001,100 Disbursals £ 4,800,000 500

12. Home Imp’t avg loan size by CDFI £45k

13. Personal customer demographics

14. Civil Society loan portfolio NO DATA

15. Civil Society loan supply and demand

16. Civil Society avg loan size by CDFI £1.2m Avg: £150,000

17. Micro loan portfolio NO DATA

18. Micro loan supply and demand

19. Micro avg loan size by CDFI Avg: £11,200

20. SME loan portfolio NO DATA

21. SME loan conversion rate

22. SME average loan size by CDFI Avg: £37,000

23. Enterprise customer company structure Unincorporated 37% For Profit 34%

24. Enterprise customer demographics

25. Capital for lending

26. Capital for lending 2011 Other loans 6% Trusts 10% Other 6% DWP 4%

27. Revenue for operations

28. Grants for operations 2011 Un- ID’d 7% ERDF 6% Donations 5% Trusts 5% Other 4%

29. Community Investment Tax Relief