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Home Court filings Marshall v. Prestamos CDFI, LLC (PAED 589575) Memorandum Memorandum of Law — Marshall Prestamos (Dkt. 37.1)

Court filing

Memorandum Memorandum of Law — Marshall Prestamos (Dkt. 37.1)

Filed May 2, 2022 in Marshall Prestamos; one of 344 filings from this case.

Record facts

CourtU.S. District Court for the Eastern District of Pennsylvania
Filed2022-05-02

U.S. District Court for the Eastern District of Pennsylvania · No. 5:21-cv-04337-JMG · Doc. 37-1 · 2022-05-02 · Docket on CourtListener

Full text

IN THE UNITED STATES DISTRICT COURT 
FOR THE EASTERN DISTRICT OF PENNSYLVANIA 
 
ALICIA MARSHALL, DANIEL 
PRONSKY, PARIS TOWNSEND, 
NANCILEE HOLLAND, LEONA 
OWSLEY, KOLAWOLE AHMADOU, 
KIANA DERVIN, KRISTINA 
HENDERSON, DUSTIN INNIS, KELLY 
STALNAKER and JAMIE JONES, 
individually and on behalf of all others 
similarly situated, 
 
 
 
 
Plaintiffs, 
 
 
 
v. 
 
PRESTAMOS CDFI, LLC, 
 
 
 
 
Defendant. 
 
 
 
Civil Action No. 5:21-cv-04337-JMG 
 
 
 
 
 
 
PLAINTIFFS’ MEMORANDUM OF LAW IN SUPPORT OF THEIR MOTION FOR 
LEAVE TO FILE A SECOND AMENDED CLASS ACTION COMPLAINT 
 
Introduction 
 
Plaintiffs respectfully submit this Memorandum of Law in support of their accompanying 
Motion under Fed. R. Civ. P. 15(a)(2) for leave to file a Second Amended Class Action 
Complaint (the “SAC”).  A copy of Plaintiffs’ proposed SAC is attached to Plaintiffs’ Motion as 
Exhibit 1.  The SAC differs from the pending first amended complaint (ECF 18) in that it adds as 
a defendant Chicanos Por La Causa Inc. (“CPLC”), which is the parent company of defendant 
Prestamos CDFI, LLC (“Prestamos”), based on newly discovered information, and adds a new 
count alleging unjust enrichment against CPLC in the alternative, and adds CPLC as a defendant 
in the breach of contract and California state law counts.  A redline comparing Plaintiffs’ 
proposed SAC to Plaintiffs’ pending first Amended Class Action Complaint is attached to 
Plaintiffs’ Motion as Exhibit 2.  
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Defendant Prestamos filed a motion to dismiss Plaintiffs’ first amended complaint (ECF 
24) which Plaintiffs opposed (ECF 29).  See also ECF 32-2 (defendant Prestamos’s reply brief).  
Thus, unless the Court directs otherwise, briefing on that motion is complete.  Accordingly, and 
in an effort to streamline and facilitate the just, speedy and inexpensive determination of this 
litigation consistent with Fed. R. Civ. P. 1, Plaintiffs are amenable to deferring further 
proceedings on defendant Prestamos’s current motion to dismiss to coordinate any motion to 
dismiss CPLC may want to file should the Court grant Plaintiffs leave to file the SAC, or 
proceed otherwise as the Court may direct. 
Either way, these proceedings remain in their early stages; little discovery has been 
produced (and indeed defendant Prestamos has sought to stay discovery); the Court has not yet 
adjudicated defendant Prestamos’s pending motion to dismiss; and no undue prejudice would 
result from granting Plaintiffs leave to file their SAC.1  In any event at this early stage -- prior to 
a Rule 16 conference, and prior to any meaningful exchange of discovery -- Plaintiffs’  should be 
granted leave to file their SAC.  
Background 
 
Plaintiffs’ pending amended complaint alleges that Prestamos failed to fund Paycheck 
Protection Program (“PPP”) loans for their businesses, despite the Small Business 
Administration’s (“SBA”) approval of those loans.  ECF 18.  Prestamos is a wholly-owned 
subsidiary of CPLC.  CPLC’s Consolidated Financial Statements for the fiscal year ended 
June 30, 2021 (the “Financial Statements”) -- which were only recently released and made 
available publicly via ProPublica -- reflect not only its own direct involvement in PPP lending, 
 
1  
Plaintiffs nevertheless contacted defendant Prestamos before filing their Motion for leave 
to file the SAC consistent with Fed. R. Civ. P. 15(a)(2).  Defendant Prestamos opposed 
Plaintiffs’ request. 
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but also the fact that defendant Prestamos upstreamed to proposed defendant CPLC hundreds of 
millions of dollars in PPP loan processing fees despite the fact that defendant Prestamos and not 
CPLC was the SBA-approved PPP lender.  See 
https://projects.propublica.org/nonprofits/display_audit/11175820211.   Those Financial 
Statements define CPLC itself as the “Organization.”  Id. at 15 (“Chicanos Por La Causa, Inc. 
(CPLC or the Organization) is an Arizona statewide community development corporation …”); 
state that, “[s]tarting in May 2020, the Organization began participating in the Paycheck 
Protection Program” id. at 18; and state the following concerning the Organization’s  PPP loan 
processing fees: 
For each approved PPP loan, the Small Business Administration (SBA) covered a 
percentage of the loan principal balance as a loan processing fee to the 
organization. The fee is amortized through the term of each PPP loan. As of June 
30, 2021, the Organization received $314,260,826 from SBA, $5,086,196 was 
recognized as loan fee revenue and $309,174,630 was recorded as deferred 
revenue. 
Id. (emphasis added). 
Similarly, those Financial Statements reflect that “[t]he Organization attained a Paycheck 
Protection Program Liquidity Facility (PPPLF) advance agreement with the Federal Reserve 
Bank in May 2020. The advance is used to fund PPP lending …,” id. at 37 (emphasis added), yet 
later state “[f]rom July 1, 2021 to October 31, 2021 $3,597,107,548 PPP loans funded through 
Prestamos CDFI, LLC have been forgiven by the Small Business Association and Prestamos 
CDFI, LLC recognized $172,977,576 PPP loan fees from deferred revenue.” Id. at 50 (emphasis 
added).  
Moreover, Prestamos President Jose Martinez (“Martinez”) signed the standard form loan 
contracts that were entered into by Plaintiffs and the members of the proposed classes.  See ECF 
18-1, at 10.  The new disclosures in CPLC’s own Financial Statements support other publicly 
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available facts now firmly establishing CPLC’s control and domination of Prestamos’s PPP 
lending activities and CPLC’s status as alter ego of Prestamos and unjust enrichment therefrom.  
For example, all three of the members of Prestamos’s Board of Directors are senior CPLC 
officers.  See SAC ¶¶ 64-65.  Prestamos President Martinez simultaneously served as CPLC’s 
Executive Vice President Economic Development, and other CPLC Directors serve on 
Prestamos’s Community Advisory Board.  Id. ¶¶ 65.  CPLC and Prestamos referred to each other 
interchangeably on their websites and in other public representations.  Id. ¶¶ 67-68, 85.  
Plaintiffs issued subpoenas to CPLC seeking its production of documents and the 
deposition of its representative.  Those subpoenas are now the subject of motion practice in the 
United States District Court for the District of Arizona, where both CPLC and Prestamos are 
headquartered in adjoining buildings.  See Marshall v. Prestamos CDFI, LLC, No. 2:22-mc-
00007-DJH (D. Ariz.).  Appearing to oppose compliance with those subpoenas for CPLC are the 
very same two law firms that represent defendant Prestamos in this litigation.  CPLC’s and 
Prestamos’s dual counsel contend in the Arizona subpoena proceedings that Plaintiffs must 
exhaust their attempts to obtain party discovery before seeking discovery from CPLC.  Id., ECF 
10, at 4.  The fact that the same counsel represents both defendant Prestamos and proposed 
defendant CPLC further undermines any potential argument of undue prejudice or that defense 
counsel lacks sufficient time to familiarize themselves with this litigation and the claims.  
On April 19, 2022, Plaintiffs requested a meet-and-confer with Prestamos addressed to 
this Motion.  Prestamos responded to the effect that it would not consent to such a motion and 
that it would not even meet and discuss the issues with Plaintiffs in advance, contending instead 
that “[s]uch an amendment would … serve no purpose other than to burden, harass, and 
embarrass CPLC, seemingly for refusing Plaintiffs’ unlawful discovery demands.”  But contrary 
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to defendant Prestamos, Plaintiffs have nothing to gain and much to lose by wasting the Court’s 
or their own resources by unduly burdening, harassing, or embarrassing CPLC.  Plaintiffs’ 
Motion is not only entirely consistent with the governing standards, but quite properly based on 
new publicly available information from CPLC’s own Financial Statements and other statements 
in its own words concerning CPLC’s own direct involvement in the PPP lending at issue.   
Argument 
The amendment of pleadings before trial is governed by Federal Rule of Civil Procedure 
15(a).2  As this Court observed in Richardson v. Barbour, No. 2:18-CV-01758-JMG, 2020 WL 
4815829 (E.D. Pa. Aug. 19, 2020):  “It is axiomatic that a court should freely give leave to 
amend unless the court finds undue delay, that the amendment would be inequitable and 
prejudice the non-moving party, or that it would be futile.”  Id. at *7 (citing Rule 15(a)).  The 
burden is on the non-moving party to show prejudice, bad faith, undue delay, or futility.  Gerhart 
v. Progressive Preferred Ins. Co., No. 5:20-CV-01401-JMG, 2021 WL 3709522, at *3 (E.D. Pa. 
Aug. 20, 2021). 
Prestamos cannot credibly claim prejudice at this early stage of the case.  There is also no 
evidence that Prestamos has undertaken any effort to compile discovery that it would now have 
to duplicate by virtue of CPLC’s becoming a party to the case.  See also Gerhart, 2021 WL 
3709522, at *3 (“[T]he need for additional discovery due to amendment does not, without more, 
prejudice the non-moving party.”) (citations omitted).  Nor should Prestamos be required to 
 
2  
Rule 16 and its progeny require parties to demonstrate good cause for filing amended 
pleadings once a pretrial scheduling order’s deadline for such filings has passed.  See, e.g., 
Gerhart v. Progressive Preferred Ins. Co., No. 5:20-CV-01401-JMG, 2021 WL 3709522, at *2 
(E.D. Pa. Aug. 20, 2021).  But Rule 16 does not apply here, as the Court has not yet entered a 
pretrial scheduling order.  See Fletcher Partners, LLC v. Truist Bank, No. 2:20-CV-00775-JMG, 
2020 WL 5407857, at *1 (E.D. Pa. Sept. 9, 2020) (motion to amend not unduly delayed prior to 
Rule 16 conference). 
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expend substantial resources responding to an amended complaint.  As the redlined proposed 
complaint submitted with this Motion reflects, Plaintiffs’ allegations against Prestamos have not 
changed.  The briefing addressed to Prestamos’s pending Motion to Dismiss Plaintiffs’ pending 
first amended complaint (ECF 24) can just as readily apply to the proposed SAC.  Or if the Court 
determines that Prestamos should be allowed to revisit its arguments in response to the proposed 
SAC, Prestamos’s burden in doing so should be minimal. 
Nor is there any evidence of bad faith on Plaintiff’s part.  The Third Circuit has held that 
bad faith includes “some indication of an intentional advancement of a baseless contention that is 
made for an ulterior purpose, e.g., harassment or delay.”  Ford v. Temple Hosp., 790 F.2d 342, 
347 (3d Cir. 1986) (citing Baker Indus., Inc. v. Cerberus, Ltd., 764 F.2d 204, 223 (3d Cir. 
1985)).  Plaintiffs plainly have no interest in delay so long as Plaintiffs’ funds are retained by 
Prestamos and/or its affiliates and have at all times acted to move these proceedings along. 
Moreover, any delay in the filing of the instant Motion is negligible, particularly in light 
of the early procedural stage at which this case sits -- defendant Prestamos’s Motion to Dismiss 
remains pending, and Plaintiffs’ proposed SAC adds no claims against defendant Prestamos, 
such that the Court may readily rule concurrently as to both the pending Motion to Dismiss and 
any forthcoming motion to dismiss filed by CPLC.  In any event, “the length of delay is rarely 
dispositive.”  Gerhart, 2021 WL 3709522, at *3.  See also Richardson, 2020 WL 4815829, at *7 
(“Although the delay between the original Complaint and SAC was substantial, it was not so 
long as to impute a dilatory motive or require denial of leave to amend.”) (citing Third Circuit 
precedent).  Plaintiffs have acted diligently at all times, and therefore this factor supports 
granting Plaintiffs’ Motion to file the SAC. 
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Nor do Plaintiffs stand to gain by harassing Prestamos or CPLC.  Plaintiffs do, however, 
maintain compelling interests in prosecuting their claims consistent with the evidence including 
any newly uncovered facts as is the case concerning CPLC and on proof and by judgment 
securing whatever funds are available to fully compensate them and members of the proposed 
classes for their claims.  This is exactly what the SAC intends to pursue. 
Finally, Plaintiffs’ allegations fall far above the exacting standard necessary to reflect 
futility.  “Given the liberal standard for amendment, ... courts place a heavy burden on opponents 
who wish to declare a proposed amendment futile.”  Ogelsby v. Ferguson, No. 1 9-cv-5598, 2021 
WL 2935987, at *7 (E.D. Pa. July 13, 2021).  CPLC will of course have ample opportunity to 
address the merits of Plaintiffs’ claim via a Rule 12 motion or otherwise.  Plaintiffs’ showing at 
this stage is more than sufficient.  
CONCLUSION 
For the foregoing reasons, the Court should grant Plaintiffs’ Motion for Leave to File 
their proposed Second Amended Complaint.  
Dated:  May 2, 2022 
Respectfully submitted, 
BAILEY & GLASSER LLP 
 
By: /s/ Lawrence J. Lederer 
 
Lawrence J. Lederer (Pa. ID 50445) 
Michael L. Murphy (admitted pro hac vice)  
Bart D. Cohen (Pa. ID 57606) 
1055 Thomas Jefferson Street NW, Suite 540 
Washington, DC 20007 
T.: 202.463.2101 
F.: 202.463.2103 
llederer@baileyglasser.com 
mmurphy@baileyglasser.com  
bcohen@baileyglasser.com  
 
 
 
and 
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NOLAN HELLER KAUFFMAN LLP 
Justin A. Heller (admitted pro hac vice) 
Matthew M. Zapala (admitted pro hac vice)  
80 State Street, 11th Floor 
Albany, NY 12207 
T.: 518.449.3300 
F.: 518.432.3123 
jheller@nhkllp.com  
mzapala@nhkllp.com 
 
Attorneys for Plaintiffs and the Proposed Classes 
 
Case 5:21-cv-04337-JMG     Document 37-1     Filed 05/02/22     Page 8 of 8

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