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TO CREATE MULTI-GENERATIONAL PROSPERITY BY PROVIDING INCLUSIVE AND EQUITABLE ACCESS TO FINANCIAL PRODUCTS, SERVICES AND EDUCATION.
Source: IRS Form 990 (Tax Year 2023)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$34M
Total Contributions
$0
Total Expenses
▼$31.9M
Total Assets
$584.7M
Total Liabilities
▼$512.2M
Net Assets
$72.5M
Officer Compensation
→$3.2M
Other Salaries
$7.3M
Investment Income
$2.7M
Fundraising
▼N/A
Source: USAspending.gov · Searched by organization name
Total Federal Funding
$3M
Awards Found
3
| Awarding Agency | Description | Amount | Fiscal Year | Period | Link |
|---|---|---|---|---|---|
| Department of the Treasury | CDFI RAPID RESPONSE PROGRAM AWARD | $1.8M | FY2021 | Jun 2021 – Dec 2023 | Open → |
| Department of the Treasury | FINANCIAL ASSISTANCE AWARD | $686.5K | — | — – — | Open → |
| Department of the Treasury | FINANCIAL ASSISTANCE AWARD | $520K | FY2020 | Sep 2020 – Dec 2023 | Open → |
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2023 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Not confirmed
No additional tax-exempt status records found in ReconForce's database.
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023IRS e-File | $34M | $0 | $31.9M | $584.7M | $72.5M |
| 2022 | $33.5M | $0 | $27.7M | $554.8M | $70.5M |
| 2021 | $29M | $0 | $24.7M | $514M | $71.6M |
| 2020 | $25.6M | $0 | $26.7M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2023)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2023)
Federal grants: USAspending.gov (live)
Organization info: IRS Business Master File
| Total |
|---|
| John Holt | Chief Executive Officer | 1 | $921.8K | $0 | $0 | $921.8K |
| Patrick Ahern | President/coo | 1 | $416.5K | $0 | $0 | $416.5K |
| Vincent G Angelillo | SVP Sales & Marketing | 1 | $283.3K | $0 | $0 | $283.3K |
| Al Festni | SVP - Strategic Partnerships And Community Dev | 1 | $251.7K | $0 | $0 | $251.7K |
| Craig Knell | SVP - Chief Financial Officer | 1 | $239.4K | $0 | $0 | $239.4K |
| Robin Del Vecchio | SVP - Technology And Operations | 1 | $218.8K | $0 | $0 | $218.8K |
| John Korber | SVP - Strategy And Innovation | 1 | $172.2K | $0 | $0 | $172.2K |
| Heather Gates | SVP - Chief Lending Officer | 1 | $154.8K | $0 | $0 | $154.8K |
John Holt
Chief Executive Officer
$921.8K
Hrs/Wk
1
Compensation
$921.8K
Related Orgs
$0
Other
$0
Patrick Ahern
President/coo
$416.5K
Hrs/Wk
1
Compensation
$416.5K
Related Orgs
$0
Other
$0
Vincent G Angelillo
SVP Sales & Marketing
$283.3K
Hrs/Wk
1
Compensation
$283.3K
Related Orgs
$0
Other
$0
Al Festni
SVP - Strategic Partnerships And Community Dev
$251.7K
Hrs/Wk
1
Compensation
$251.7K
Related Orgs
$0
Other
$0
Craig Knell
SVP - Chief Financial Officer
$239.4K
Hrs/Wk
1
Compensation
$239.4K
Related Orgs
$0
Other
$0
Robin Del Vecchio
SVP - Technology And Operations
$218.8K
Hrs/Wk
1
Compensation
$218.8K
Related Orgs
$0
Other
$0
John Korber
SVP - Strategy And Innovation
$172.2K
Hrs/Wk
1
Compensation
$172.2K
Related Orgs
$0
Other
$0
Heather Gates
SVP - Chief Lending Officer
$154.8K
Hrs/Wk
1
Compensation
$154.8K
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Shane P Dugan | Vice President - Commercial & Mortgage Lending | 1 | $175.5K | $0 | $0 | $175.5K |
| Javier Roman | Director - Member Success | 1 | $155.7K | $0 | $0 | $155.7K |
| Marc Rietze | Product Marketing Manager | 1 | $154.5K | $0 |
Shane P Dugan
Vice President - Commercial & Mortgage Lending
$175.5K
Hrs/Wk
1
Compensation
$175.5K
Related Orgs
$0
Other
$0
Javier Roman
Director - Member Success
$155.7K
Hrs/Wk
1
Compensation
$155.7K
Related Orgs
$0
Other
$0
Marc Rietze
Product Marketing Manager
$154.5K
Hrs/Wk
1
Compensation
$154.5K
Related Orgs
$0
Other
$0
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Luis Ramos | Board Chairman | 1 | $7,897 | $0 | $0 | $7,897 |
| Maria Demarco | Supervisory Committee | 1 | $3,913 | $0 | $0 | $3,913 |
| Marybeth Bunko | Board Secretary | 1 | $1,150 | $0 | $0 | $1,150 |
| Michael Godbout | Board Member | 1 | $2,600 | $0 | $0 | $2,600 |
| Michael Petti | Board Vice-chairman | 1 | $7,795 | $0 | $0 | $7,795 |
| Pj Cimini Esq | Board Member |
Luis Ramos
Board Chairman
$7,897
Hrs/Wk
1
Compensation
$7,897
Related Orgs
$0
Other
$0
Maria Demarco
Supervisory Committee
$3,913
Hrs/Wk
1
Compensation
$3,913
Related Orgs
$0
Other
$0
Marybeth Bunko
Board Secretary
$1,150
Hrs/Wk
1
Compensation
$1,150
Related Orgs
$0
Other
$0
| $505.7M |
| $67.9M |
| 2019 | $29.1M | $0 | $25.3M | $448.9M | $67.5M |
| 2018 | $24.6M | $0 | $22.6M | $452.4M | $62.8M |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data | PDF not yet published by IRS |
| 2018 | 990 | Data |
| 2015 | 990 | — |
| $0 |
| $154.5K |
| 1 |
| $7,800 |
| $0 |
| $0 |
| $7,800 |
| Wallace Abramson | Board Treasurer | 1 | $7,813 | $0 | $0 | $7,813 |
Michael Godbout
Board Member
$2,600
Hrs/Wk
1
Compensation
$2,600
Related Orgs
$0
Other
$0
Michael Petti
Board Vice-chairman
$7,795
Hrs/Wk
1
Compensation
$7,795
Related Orgs
$0
Other
$0
Pj Cimini Esq
Board Member
$7,800
Hrs/Wk
1
Compensation
$7,800
Related Orgs
$0
Other
$0
Wallace Abramson
Board Treasurer
$7,813
Hrs/Wk
1
Compensation
$7,813
Related Orgs
$0
Other
$0