Totals
- Total revenue
- $416,846
- Total expenses
- $499,235
- Contributions and grants received
- $1,553
- Grants paid
- $0
- Program service revenue
- $415,293
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $98,718
- Total liabilities, end of year
- $118,995
- Net assets or fund balances, end of year
- -$20,277
- Program services expenses (Part IX)
- $476,047
- Management and general expenses
- $23,188
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $476,047
Program services were 95.4% 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.
-
1f · All other contributions, gifts and grants
$1,553
-
2a · Program service revenue: PROGRAM SERVICE FEES
total $415,293 · related or exempt $415,293
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $24,000 · program services $24,000
-
7 · Other salaries and wages
total $200,812 · program services $200,812
-
8 · Pension plan contributions
total $2,297 · program services $2,297
-
9 · Other employee benefits
total $49,825 · program services $49,825
-
10 · Payroll taxes
total $64,063 · program services $64,063
-
11a · Fees: management
total $4,944 · program services $4,944
-
11b · Fees: legal
total $188 · program services $188
-
11c · Fees: accounting
total $6,840 · program services $3,420 · management and general $3,420
-
11g · Fees: other
total $92,165 · program services $91,567 · management and general $598
-
12 · Advertising and promotion
total $2,381 · program services $2,381
-
13 · Office expenses
total $2,816 · management and general $2,816
-
16 · Occupancy
total $15,027 · management and general $15,027
-
17 · Travel
total $730 · program services $730
-
20 · Interest
total $2,030 · program services $2,030
-
23 · Insurance
total $8,912 · program services $8,912
-
24a · Other expenses: EDUCATION & CONSULTING
total $9,254 · program services $9,254
-
24b · Other expenses: PROGRAM MATERIALS
total $5,658 · program services $5,658
-
24c · Other expenses: REIMBURSED EXPENSES
total $1,816 · program services $1,816
-
24d · Other expenses: QUICKBOOKS FEES
total $1,637 · program services $1,637
-
24e · All other expenses
total $3,840 · program services $2,513 · management and general $1,327
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $100,670 · end of year $72,079
-
2 · Savings and temporary cash investments
beginning of year $1 · end of year $1
-
4 · Accounts receivable
beginning of year $16,338 · end of year $21,988
-
10a · Land, buildings and equipment: cost or other basis
$4,081
-
10b · Land, buildings and equipment: accumulated depreciation
$4,081
-
15 · Other assets
end of year $4,650
-
25 · Other liabilities
beginning of year $54,897 · end of year $118,995
-
27 · Net assets without donor restrictions
beginning of year $62,112 · end of year -$20,277
Mission and programs · 2024
Mission
FINANCIAL HEALTH INSTITUTE EXPLORES, CREATES AND DELIVERS EDUCATION SO THAT PEOPLE DEVELOP THEIR POTENTIAL, ABILITY, AND DIGNITY.
-
PROVIDE A SOCIAL LEARNING ENVIRONMENT PROVIDED THROUGH LIVE, VIRTUAL LIVE, INTEGRATED AND ONLINE LEARNING THAT PROMOTES FINANCIAL HEALTH, EMPLOYMENT SUSTAINABILITY, AND LIFE SKILLS EDUCATION FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (I/DD) AND OTHER DISABILITIES. THEY ARE DESIGNED TO SUPPORT AND IMPROVE LEARNING FOR THE ENTIRE COMMUNITY, DELIVERING TRAININGS TO PEOPLE WITH DISABILITIES, THEIR FAMILIES AND FRIENDS, AS WELL AS THE PROFESSIONALS, PROGRAMS AND ORGANIZATIONS THAT SUPPORT THEM.
Expenses $476,047 · Revenue $415,293
As filed on the 2024 return.
Listed in Part VII
-
Shawn YoungSHAWN YOUNG
FOUNDING DIR
- Total calculated
- $24,000
- From this org
- $24,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Anne CosgriffANNE COSGRIFF
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.75
-
Buck HaworthBUCK HAWORTH
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.75
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
- 22 April 2025
- IRS schema version
- 2024v5.0
- Source object
- 202501139349300630
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