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Nonprofiteer
← COMMUNITY FINANCIAL WELLNESS

Form 990 for tax year 2024

Filed by COMMUNITY FINANCIAL WELLNESS.

Totals

Total revenue
$264,565
Total expenses
$239,901
Contributions and grants received
$264,507
Grants paid
$0
Program service revenue
$0
Investment income
$58
Other revenue
$0
Total assets, end of year
$64,748
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$64,748
Program services expenses (Part IX)
$0
Management and general expenses
$239,901
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $264,507

  • 3 · Investment income

    total $58 · excluded $58

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $72,915 · management and general $72,915

  • 11g · Fees: other

    total $165,433 · management and general $165,433

  • 13 · Office expenses

    total $1,553 · management and general $1,553

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $64,748

  • 27 · Net assets without donor restrictions

    end of year $64,748

Mission and programs · 2024

Mission

THE COMMUNITY FINANCIAL WELLNESS PROGRAM OFFERS FREE FINANCIAL EDUCATION DELIVERED THROUGH NONPROFIT PARTNER ORGANIZATIONS TO HELP COMMUNITY MEMBERS IMPROVE THEIR FINANCIAL WELLBEING. THE PROGRAM SERVES AS A COMPLEMENTARY SERVICE THAT PARTNER ORGANIZATIONS CAN PROVIDE TO THEIR EXISTING CLIENTS. AT ITS CORE IS A STRUCTURED SEVEN-MODULE ONLINE LEARNING PROGRAM COVERING UNDERSTANDING MONEY MANAGEMENT, DEVELOPING A HEALTHY MONEY MINDSET, MANAGING CREDIT AND DEBT, ORGANIZING MONEY, SAVING FOR THE FUTURE, PREPARING FOR THE UNEXPECTED, AND HOUSING AND HOMEOWNERSHIP.CFW ENCOURAGES PRACTICAL APPLICATION OF WHAT THEY'VE LEARNED THROUGH SUPPORT AND INCENTIVES. THE EDUCATION IS HUMAN-CENTERED AND ACCESSIBLE, DESIGNED WITH INPUT FROM THE PARTICIPANT AUDIENCE TO ENSURE IT'S RELATABLE, EASY TO USE, AND FREE OF STIGMA OR SHAME. AFTER COMPLETING THE PROGRAM, PARTICIPANTS ARE CONNECTED TO ADDITIONAL RESOURCES AND SUPPORT TO CONTINUE THEIR FINANCIAL WELLNESS JOURNEY.

Activities or mission (Part I)

COMMUNITY FINANCIAL WELLNESS IS AN ONLINE FINANCIAL EDUCATION PROGRAM OPEN TO ANYONE WHO IS INTERESTED IN LEARNING THE FOUNDATIONS OF TOPICS LIKE: MONEY MANAGEMENT, CREDIT AND DEBT, TAXES, INSURANCE, AND SAVING. WE KNOW THAT MOST PEOPLE ARE NOT TAUGHT THESE CONCEPTS IN SCHOOL AND THAT WE ALL HAVE DIFFERENT EXPERIENCES AND STARTING POINTS WITH MONEY. THIS PROGRAM WILL HELP YOU BUILD KNOWLEDGE AND CONFIDENCE FOR A HEALTHY FINANCIAL FUTURE

  • THE COMMUNITY FINANCIAL WELLNESS PROGRAM OFFERS FREE FINANCIAL EDUCATION DELIVERED THROUGH NONPROFIT PARTNER ORGANIZATIONS TO HELP COMMUNITY MEMBERS IMPROVE THEIR FINANCIAL WELLBEING. THE PROGRAM SERVES AS A COMPLEMENTARY SERVICE THAT PARTNER ORGANIZATIONS CAN PROVIDE TO THEIR EXISTING CLIENTS. AT ITS CORE IS A STRUCTURED SEVEN-MODULE ONLINE LEARNING PROGRAM COVERING UNDERSTANDING MONEY MANAGEMENT, DEVELOPING A HEALTHY MONEY MINDSET, MANAGING CREDIT AND DEBT, ORGANIZING MONEY, SAVING FOR THE FUTURE, PREPARING FOR THE UNEXPECTED, AND HOUSING AND HOMEOWNERSHIP.CFW ENCOURAGES PRACTICAL APPLICATION OF WHAT THEY'VE LEARNED THROUGH SUPPORT AND INCENTIVES. THE EDUCATION IS HUMAN-CENTERED AND ACCESSIBLE, DESIGNED WITH INPUT FROM THE PARTICIPANT AUDIENCE TO ENSURE IT'S RELATABLE, EASY TO USE, AND FREE OF STIGMA OR SHAME. AFTER COMPLETING THE PROGRAM, PARTICIPANTS ARE CONNECTED TO ADDITIONAL RESOURCES AND SUPPORT TO CONTINUE THEIR FINANCIAL WELLNESS JOURNEY.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Kelly Clifford Riehl

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Laura Cooke

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Maggie Walters

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rebecca Wiggins

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
12 November 2025
IRS schema version
2024v5.2
Source object
202513189349310736

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