Overview

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Fiscal Year Start

Not available

Organization Type

Grantseeker

AI Summary

Community Financial Wellness is a nonprofit organization dedicated to providing online financial education, focusing on essential topics such as money management, credit and debt, taxes, insurance, and saving. With an operating budget of $239.9K and total revenue of $264.6K for the filing year 2024, the organization aims to empower individuals by enhancing their financial knowledge and confidence for a healthier financial future. Community Financial Wellness does not rely on a single funder for 50% or more of its revenue, ensuring a diverse funding base to support its mission. For more information, visit https://communityfinancialwellness.org.

Mission Statement

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
Revenues
$264.6K
Expenses
$239.9K
Net Income:
+$24.7K
Assets
$64.7K
Liabilities
$0
Net Assets:
+$64.7K
Operating Budget
$239.9K
Operating Budget by Year

Due Diligence

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Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Eligible for tax-deductible gifts
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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Total No. of Grants
2
Median grant size
$169.8K
Largest grant received
$214.5K
R
Rebecca Wiggins
Board Member
L
Laura Cooke
Board Member
K
Kelly Clifford Riehl
Board Member

Frequently Asked Questions

What is COMMUNITY FINANCIAL WELLNESS’s budget?
In 2024, COMMUNITY FINANCIAL WELLNESS reported an annual operating budget of around $240 thousand. More detailed financial information is available to registered users.
What causes does COMMUNITY FINANCIAL WELLNESS support?
COMMUNITY FINANCIAL WELLNESS supports work in Financial counseling.
Where does COMMUNITY FINANCIAL WELLNESS operate?
COMMUNITY FINANCIAL WELLNESS is headquartered in Columbus, OH.
Who funded COMMUNITY FINANCIAL WELLNESS recently?
In 2024, COMMUNITY FINANCIAL WELLNESS received grants from COLUMBUS FOUNDATION and MARGARET AND ROBERT WALTER FOUNDATION. More information on this organization’s funders is available to registered users.
What is the largest grant COMMUNITY FINANCIAL WELLNESS received in 2024?
The largest grant to COMMUNITY FINANCIAL WELLNESS in 2024 exceeds $215 thousand.
What is COMMUNITY FINANCIAL WELLNESS’s reliance on government grants?
COMMUNITY FINANCIAL WELLNESS relied on government grants for more than 95% of their total revenue in 2024.