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Incharge Debt Solutions

Grantmaker Orlando, FL EIN: 33-0770440 Website

Incharge Debt Solutions helps consumers achieve financial balance and move closer to their dreams.

Key facts about Incharge Debt Solutions

EIN
33-0770440
Latest 990 filing
Form 990 filing, 2024
Total assets
$8,464,175

Data from IRS Form 990 filing, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990 filing · View filing

Total Assets

$8.5M

+1.5% YoY

Revenue

$15.0M

+5.0% YoY

Net Investment Income

$-418,331

-818.2% YoY

Expenses

$15.0M

-4.9% YoY

About Incharge Debt Solutions

Based on IRS filings

Incharge Debt Solutions is a nonprofit organization focused on Human Services, based in Orlando, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.5M in total assets.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

Boca RatonOrlando

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M$2M1 grants20200 grants20211 grants20220 grants20230 grants2024

From 2020 to 2022, annual grant giving ranged from $8K (2022) to $2.0M (2020). In 2022 it made 1 grant totaling $8K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

2 grants across all recorded years

1<$50K$50–100K$100–250K$250–500K$500K–1M1$1–5M$5M+

The most common grant size was under $50K: 1 grant of 2 (50%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$10M$20M$30M20202021202220232024
Metric202420232022
Total Assets$8,464,175$8,338,382$10,402,259
Revenue$15,025,410$14,313,613$13,703,408
Expenses$15,018,843$15,787,525$15,004,473
Qualifying Distributions———
Net Investment Income$-418,331$58,245$-105,303
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Incharge Debt Solutions is led by Loretta Roney, President & CEO on every filing since 2023; 13 of 21 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Loretta Roney

    President & CEO

    On filings since 2023

    49 hrs/week

    $224K (2023) → $389K (2024)

  • Patricia Wexler

    Board Chair

    On filings since 2020

    2 hrs/week

    $550 (2020) → $750 (2024)

  • Bhavesh Vadhani

    Trustee

    On filings since 2020

    2 hrs/week

    $550 (2020) → $700 (2024)

  • Carey Tarbell

    Trustee

    On filings since 2020

    2 hrs/week

    $550 (2020) → $700 (2024)

  • Jeff Tassey

    Trustee

    On filings since 2020

    2 hrs/week

    $550 (2020) → $700 (2024)

  • Kristen Soles

    Trustee

    On filings since 2020

    2 hrs/week

    $550 (2020) → $700 (2024)

  • Robert Ruiz

    Trustee

    On filings since 2020

    1 hr/week

    $550 (2020) → $700 (2024)

  • Susanna Kondracki

    Trustee

    On filings since 2022

    2 hrs/week

    $600 (2022) → $811 (2024)

  • Monika Wilczak

    Trustee

    On filings since 2023

    1 hr/week

    $722 (2023) → $700 (2024)

  • Sasan Saleh Nassab

    Director of Quality & Compliance

    On filings since 2023

    32 hrs/week

    $120K (2023) → $158K (2024)

  • Billy Sexton

    Director of It Infrastructure

    Network Administrator → It Infrastructure Manager, 2023

    It Infrastructure Manager → Director of It Infrastructure, 2024

    On filings since 2020

    45 hrs/week

    No compensation reported

  • Robert Gall

    Trustee

    On filings since 2022

    1 hr/week

    No compensation reported

  • Mirian Naccaratto

    Director of Human Resources

    New on the 2024 filing

    41 hrs/week

    No compensation reported

  • Shawn Walsh

    Vice President of Relationship

    Senior Director of Business Development → Vice President of Relationship, 2023

    On filings since 2020

    32 hrs/week

    $122K (2020) → $0 (2024)

  • Nidia Mercado Dir Of

    Industry Relations & Cust. Support

    On filings since 2022

    45 hrs/week

    $108K (2022) → $117K (2024)

  • David Sanchez Sr Vp Cust

    Exp. & Business Strat.

    New on the 2024 filing

    45 hrs/week

    $59K (2024)

  • Michael C. Leon Board Sec

    Vice President of Operations

    New on the 2024 filing

    45 hrs/week

    $185K (2024)

  • Ahmed Moyeen

    Software Engineer Senior

    Senior Software Engineer → Software Engineer Senior, 2023

    On filings since 2020

    45 hrs/week

    No compensation reported

  • Sherana Bakhsh

    Pmo & Quality Assurance Manager

    Bus. Sys. Analyst & Qa Lead → Pmo & Quality Assurance Manager, 2023

    On filings since 2020

    45 hrs/week

    No compensation reported

  • Karen Carlson Information Mgmt

    Education & Digital Marketing

    New on the 2024 filing

    36 hrs/week

    No compensation reported

  • Seiji Shiraishi Treas Sec

    New on the 2024 filing

    45 hrs/week

    No compensation reported

Former officers (14)
  • Former: Etta W. Money (2020–2023) — President & CEO
  • Former: James Harris (2020–2023) — Trustee
  • Former: Karen Carlson (2020–2023) — President of Education Foundation
  • Former: William Malseed (2020–2023) — Secretary & Treasurer
  • Former: Michael C. Leon Board Sec As (2023) — Of June & Vice President of Operations
  • Former: Nidia Mercado Director (2023) — Of Quality & Compliance
  • Former: Ricardo Viera Senior (2023) — Director of Information Technology
  • Former: Seiji Shiraishi Board Treas (2023) — Director of Accounting & Finance
  • Former: Jake Davidow (2020–2022) — Trustee
  • Former: Robert Darroch (2020–2022) — Senior Software Engineer
  • Former: Soraia Dearaujo (2020–2022) — V.p. of Operations
  • Former: Michael C. Leon (2022) — Senior Director of Operations
  • Former: Sally Ericksen (2021) — Senior Director of It
  • Former: Veronica Whitelaw (2020) — Trustee

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Loretta Roney — President & CEO: $389KLoretta RoneyPresident & CEO$389KMichael C Leon Board Sec — And VP of Operations Until June: $185KMichael C Leon Board SecAnd VP of Operations Until June$185KSasan Saleh Nassab — Director of Quality and Compliance: $158KSasan Saleh NassabDirector of Quality and…$158KNidia Mercado Dir of — Industry Relations & Cust. Support: $117KNidia Mercado Dir ofIndustry Relations & Cust.…$117KDavid Sanchez Sr VP Cust — Exp. & Business Strat. as of Oct.: $59KDavid Sanchez Sr VP CustExp. & Business Strat. as of…$59KSusanna Kondracki — Trustee: $811Susanna KondrackiTrustee$811Patricia Wexler — Board Chair: $750Patricia WexlerBoard Chair$750Carey Tarbell — Trustee: $700Carey TarbellTrustee$700Jeff Tassey — Trustee: $700Jeff TasseyTrustee$700Monika Wilczak — Trustee: $700Monika WilczakTrustee$700Bhavesh Vadhani — Trustee Until February: $700Bhavesh VadhaniTrustee Until February$700Robert Ruiz — Trustee: $700Robert RuizTrustee$700Kristen Soles — Trustee Until September: $700Kristen SolesTrustee Until September$700

The highest reported compensation on the 2024 filing was $389K, to Loretta Roney (President & CEO). 13 officers or directors reported compensation on that filing.

Frequently asked questions about Incharge Debt Solutions

How large is Incharge Debt Solutions?

Incharge Debt Solutions reported $8.5M in total assets on its 2024 IRS Form 990 filing. Its revenue that year was $15.0M.

What is Incharge Debt Solutions?

Incharge Debt Solutions is a nonprofit organization focused on Human Services, based in Orlando, FL. It holds $8.5M in total assets as of 2024.

Where does Incharge Debt Solutions operate?

Incharge Debt Solutions has awarded grants in Florida.

What is Incharge Debt Solutions's EIN?

Incharge Debt Solutions's EIN (Employer Identification Number) is 33-0770440. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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