FINANTA

PHILADELPHIA, PA, 19122 (717) 393-2351 Est. 1996 EIN 23-2857766

S20 - Community & Neighborhood Development 990 - Public charity return 501(c)(3)

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.

Financials

Total Revenue

$842,643

Total Expenses

$315,458

Net Assets

$14,874,265

From latest filing (tax period ending 2025-06-30)

Financial Health

Operating Reserve

10+ years Healthy

Net assets / monthly expenses

Year-over-Year Change

Revenue ↓ 42.5%

Expenses ↓ 82.1%

Revenue Sources

Contributions 2.4% Earned revenue 57.1% Investment 40.5%

Expense Breakdown

Program 89.2% Management 6.7% Fundraising 4.1%

Officers & Key Employees (21)

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Grants Received (16)

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Filing History (3 filings)

Year	Revenue	Expenses	Net Assets
2024 990 - Public charity return Jul 1, 2024 to Jun 30, 2025	$842,643 ↓	$315,458	$14,874,265
2019 990 - Public charity return Jul 1, 2019 to Jun 30, 2020	$3,961,565 ↓	$2,169,711	$19,959,644
2018 990 - Public charity return Jul 1, 2018 to Jun 30, 2019	$4,181,525	$1,738,083	$18,176,806