Finanta
Donations deductibleRevenue
$843k
year to 30 June 2025
Expenses
$315k
year to 30 June 2025
Total assets
$25.4m
$10.5m liabilities
Net assets
$14.9m
assets less liabilities
Directors and trustees
15
2.2 years on average
Staff
0
employees, year to 30 June 2025
Left since last filing
0
no seats appear to have opened
Officers and senior staff
6
named in Part VII
Finanta's network
15 people12 organisationsi15 people and 12 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (15). Violet dotted lines (20) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
15 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 15 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Jonathan Bowser Chair | Chair | 2025 | 1 yr |
| Abraham Pardo | Board Member | 2025 | 1 yr |
| Carlos Lopez | Board Member | 2025 | 1 yr |
| Elizabeth Bennett | CFO ('24-'25 | 2025 | 1 yr |
| James Buerger | Lender | 2025 | 1 yr |
| Jennifer Rodriguez | Board Member | 2025 | 1 yr |
| Joan Broadhead | Chief Strate | 2025 | 1 yr |
| Lawrence McComie | Vice Chair | 2019 | 7 yrs |
| Lenin Agudo | Board Member | 2019 | 7 yrs |
| Marilyn Brown | Company secretary | 2025 | 1 yr |
| Natalia Dominguez Buckley | Board Member | 2025 | 1 yr |
| R Eric Menzer | Board Member | 2025 | 1 yr |
| Rev Dr Gregory J Edwards | Board Member | 2025 | 1 yr |
| Robert Torres | Treasurer | 2025 | 1 yr |
| Samuel T Cooper ESQ | Board Member | 2025 | 1 yr |
Officers and senior leadership
6 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Alba Fernandez | Sen VP/Lendi | 2025 |
| Daniel Betancourt | President & | 2025 |
| Dragan Dodik | Senior VP Ch | 2025 |
| Edward Gallagher | Senior VP Ch | 2025 |
| Jonathan Encarnacion | Senior VP Ch | 2025 |
| Veder Redick | VP Community | 2025 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Daniel Betancourt | President & | 1 | $0 | $385k | $43k |
| Jonathan Encarnacion | Senior VP Ch | 1 | $0 | $206k | $45k |
| Joan Broadhead | Chief Strate | 1 | $0 | $209k | $29k |
| Dragan Dodik | Senior VP Ch | 1 | $0 | $188k | $35k |
| James Buerger | Lender | 1 | $0 | $168k | $39k |
| Edward Gallagher | Senior VP Ch | 1 | $0 | $198k | $8k |
| Elizabeth Bennett | CFO ('24-'25 | 1 | $0 | $180k | $12k |
| Veder Redick | VP Community | 1 | $0 | $142k | $21k |
| Alba Fernandez | Sen VP/Lendi | 1 | $0 | $143k | $19k |
| Lenin Agudo | Board Member | 1 | $0 | ||
| Jonathan Bowser | Chair | 1 | $0 | ||
| Marilyn Brown | Secretary | 1 | $0 | ||
| Natalia Dominguez Buckley | Board Member | 1 | $0 | ||
| Rev Dr Gregory J Edwards | Board Member | 1 | $0 | ||
| Samuel T Cooper Esq | Board Member | 1 | $0 | ||
| Carlos Lopez | Board Member | 1 | $0 | ||
| Lawrence McComie | Vice Chair | 1 | $0 | ||
| R Eric Menzer | Board Member | 1 | $0 | ||
| Abraham Pardo | Board Member | 1 | $0 | ||
| Jennifer Rodriguez | Board Member | 1 | $0 | ||
| Robert Torres | Treasurer | 1 | $0 |
About
- Legal name
- Finanta
- EIN
- 232857766
- Address
- 1301 N 2nd St, Philadelphia, PA, 19122-4503
- State
- Pennsylvania
- Mission
- A non-profit lending institution facilitating access to capital and consultation services to entrepreneurs, first-time homebuyers, and consumers in the delaware valley region. (as filed on the Form 990)
- Activity (NTEE)
- S20 Community improvement and capacity building
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 8 (IRS master file code)
- Formed
- 1996
- Principal officer
- Daniel Betancourt (as named on the Form 990)
- IRS ruling date
- 1 September 2025
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 3, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥7years on the filingsLawrence McComie
≥7years on the filingsLenin Agudo
≥1years on the filingsJonathan Bowser
≥1years on the filingsAbraham Pardo
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $25.4m
- Total liabilities
- $10.5m
- Net assets or fund balances
- $14.9m
- Contributions and grants received
- $20k
- Program service revenue
- $481k
- Employees
- 0
State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.Finanta likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Pennsylvania Department of State, business entities (data.pa.gov xvd7-5r2c). Licence: public domain. Data last fetched 18 October 2026.
- State
- Pennsylvania
- Entity type
- Domestic Nonprofit Corporation
- Status
- Active
- Formed
- 8 November 1996
- Registered agent
- Not stated
Officers (2)
- Daniel Betancourt Governor
- Daniel Betancourt President
City and state of officers are not held in this extract.