Civic Intelligence

Finanta Community Development

EIN 46-3140210 • 501(c)3 • Philadelphia, PA

Profile

A non-profit lending institution facilitating access to capital and consultation services to entrepreneurs, first-time homebuyers, and consumers in the delaware valley region.

1301 N 2nd StreetPhiladelphia, PA 19122

finanta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

74th percentile

0.52x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

9.33x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

11th percentile

-20%

Higher net margin than 11% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets74th percentile

Assets

$26,157,089

No earlier filing loaded for comparison.

Liabilities

$13,674,484

No earlier filing loaded for comparison.

Net Assets

$12,482,605

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue96th percentileNet Margin11th percentile

Revenue

$1,464,918

No earlier filing loaded for comparison.

Expenses

$1,765,217

No earlier filing loaded for comparison.

Net Income

-$300,299

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2024: $26,157,089Liabilities 2024: $13,674,484Net Assets 2024: $12,482,6052024

Highlighted filing

2024

Assets$26,157,089
Liabilities$13,674,484
Net Assets$12,482,605
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2024: $1,464,918Expenses 2024: $1,765,217Net Income 2024: -$300,2992024

Highlighted filing

2024

Revenue$1,464,918
Expenses$1,765,217
Net Income-$300,299
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,157,089
Liabilities
$13,674,484
Net assets
$12,482,605
Revenue
$1,464,918
Expenses
$1,765,217
Net income
-$300,299
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.2$13.7$12.5$1.46$1.77$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 19, 2025
Return Version
2023v6.0
Gross Receipts
$1,464,918
Mission and Program Overview

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.

A lending institution facilitating access to capital and consultation services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$15,210,369$13,457,669▼ $1,752,700
Savings and Temporary Cash Investments$15,440,639$10,184,140▼ $5,256,499
Land, Buildings, and Equipment, Net$1,648,291$1,617,059▼ $31,232
Investments in Publicly Traded Securities$838,706$881,494▲ $42,788
Pledges and Grants Receivable$294,215--
Prepaid Expenses and Deferred Charges-$10,281-
Accounts Receivable$411,679$6,446▼ $405,233
Total Assets$33,843,899$26,157,089▼ $7,686,810
Liabilities
Other Liabilities$8,162,669$10,188,184▲ $2,025,515
Mortgage Notes Payable Secured by Investment Property$3,703,795$3,339,294▼ $364,501
Accounts Payable and Accrued Expenses$54,297$125,986▲ $71,689
Deferred Revenue$310,117$21,020▼ $289,097
Total Liabilities$12,230,878$13,674,484▲ $1,443,606
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,870,465$9,112,105▼ $7,758,360
Net Assets With Donor Restrictions$4,742,556$3,370,500▼ $1,372,056
Total Net Assets Fund Balance$21,613,021$12,482,605▼ $9,130,416
Total Liabilities and Net Assets / Fund Balance$33,843,899$26,157,089▼ $7,686,810

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,263,252$357,281$1,620,533
Land$353,417-$353,417
Equipment$390$237,888$238,278
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Dan BetancourtPresident &$391,275$391,275
Joan BroadheadChief Strate$239,208$239,208
Anthony PappionCFO$71,818$71,818
Elizabeth BennettCFO$9,176$9,176

Board Members and Trustees

NameTitle
Jonathan BowserChair
Dan BetancourtPresident & CEO
Lawrence MccomieVice Chair
Carlos LopezBoard Member
Lenin AgudoBoard Member
Natalia Dominguez BuckleyBoard Member
R Eric MenzerBoard Member
Rev Dr Gregory J EdwardsBoard Member
Samuel T Cooper EsqBoard Member
Joan BroadheadChief Strategic Ofcr
Lloyd ShieldsInterim CFO
James BuergerLender
Marilyn BrownSecretary
Robert TorresTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$117,372
Program Service Revenue
$651,165
Investment Income
$696,381
Other Revenue
$0
All Other Contributions
$60,750
Change in Net Assets
$-300,299
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$994,657
Other Expenses$770,560
Total Fundraising Expense$99,740
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$641,178$86,937$55,330$783,445
Occupancy$151,549$23,163$10,463$185,175
Other Employee Benefits$124,016$7,892$19,625$151,533
Fees for Services Other$98,575$21,938-$120,513
Interest-$62,939-$62,939
Payroll Taxes$48,842$7,465$3,372$59,679
Depreciation Depletion$20,948$3,951$6,683$31,582
Travel$25,292$3,866$1,746$30,904
Office Expenses$8,497$1,501$1,997$11,995
Other Expenses$2,693$411$186$3,290
Advertising$2,455$375$170$3,000
Conferences and Meetings$1,605$245$111$1,961
Insurance$829$126$57$1,012
Fees for Services Legal$296--$296
All Other Expenses$-57,833--$-57,833
Total Functional Expenses$1,444,668$220,809$99,740$1,765,217
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Community First Fund$10,188,184
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The member of the corporation is community first fund.”

Form 990, Page 6, Part VI, Line 7A

“The members have the right to vote for the election of the governing body.”

Form 990, Page 6, Part VI, Line 11B

“The organization's board of directors and president review the form 990 together to verify the amounts reported argree with the organization's audited financial statements for the year and all questions are answered accurately. In addition, an independent audit committee also reviews the form 990 and organization's audited financial statements for the year.”

Form 990, Page 6, Part VI, Line 12C

“The board completes annual questionnaire.”

Form 990, Page 6, Part VI, Line 15A

“The president's compensation is approved by the board.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents and financial statements are available to the public in the organization's office upon request.”

Filing and Contact Details

Filer

Filer Name
Finanta Community Development
EIN
46-3140210
Phone
7173932351
Address
1301 N 2ND STREET, PHILADELPHIA, PA 19122

Signing Officer

Name
Lloyd Shields
Title
Interim CFO
Phone
7173932351
Signed
2025-05-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Betancourt
Formed
1996
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
15
Employees
0

Preparer

Firm
Bertz Hess & Co Llp
Address
36 EAST KING ST, LANCASTER, PA 17602
Preparer
Thomas a Wobber CPA
Phone
7173930767
Supplemental Narrative

Additional Explanations

Form 990, Part V

“Line 1: 1099 filings are completed by community first fund as the common paymaster. Line 2: there are no employees of finanta. Salaries reported on part ix, line 7 represent the allocated payroll expense for the time spent on finanta by community first fund ("cff") employees. Finanta reimburses cff for this apportioned time. All payroll filings are completed by cff under ein 23-2689714.”

Form 990, Part XI, Line 9

“Transfer to community first fund -8,830,115”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization has evaluated the tax filings for the open tax years for uncertain tax positions. The tax years subject to examination by the internal revenue service are 2020, 2021, 2022, and 2023. The tax years subject to examination by the state jurisdiction are unlimited.”

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