Program areas at Financial Pathways of the Piedmont
Representative payee: the representative payee program is authorized by the social security administration to receive monthly ssa/ssi funds for the benefit of clients who cannot manage their own money. the rep payee case managers help clients maintain Financial well-being and foster independent living.
Consumer Financial education: we serve clients with an array of educational opportunities and coaching aimed at both overcoming crises and achieving Financial aspirations. These include classes and workshops on basic finances as well as specialized credit, mortgage, and homeownership topics.
Housing: the housing division assists clients with housing related topics regarding homeownership, mortgage delinquency, Financial management, home equity conversion mortgages, renters and landlord/tenant issues. the principle goal of all housing counseling services is to provide the client with accurate, impartial, detailed advice, and the development of an action plan to allow the client to address their housing need or problem.
Who funds Financial Pathways of the Piedmont
Grants from foundations and other nonprofits
Personnel at Financial Pathways of the Piedmont
| Name | Title | Compensation | Date of data |
|---|
| Phyllis Caldwell-George | President and Chief Executive Officer | $116,456 | 2024-09-20 |
| Brittany Wissick | Chief Development Officer | | 2024-09-20 |
| Ryan Gerace | Finance Director | | 2024-09-20 |
| Shareka Williams | Financial Management and Education Director | | 2024-09-20 |
| Patti Sears | Representative Payee Program Director | | 2024-09-20 |
| ...and 8 more key personnel |
Financials for Financial Pathways of the Piedmont
| Revenues | FYE 06/2023 | FYE 06/2022 | % Change |
|---|
| Total grants, contributions, etc. | $1,709,914 | $1,550,419 | 10.3% |
| Program services | $292,079 | $298,947 | -2.3% |
| Investment income and dividends | $3,504 | $21 | 16585.7% |
| Tax-exempt bond proceeds | $0 | $0 | - |
| Royalty revenue | $0 | $0 | - |
| Net rental income | $0 | $2,250 | -100% |
| Net gain from sale of non-inventory assets | $0 | $0 | - |
| Net income from fundraising events | $-3,799 | $-4,976 | 23.7% |
| Net income from gaming activities | $0 | $0 | - |
| Net income from sales of inventory | $0 | $0 | - |
| Miscellaneous revenues | $2,729 | $2,704 | 0.9% |
| Total revenues | $2,004,427 | $1,849,365 | 8.4% |
Organizations like Financial Pathways of the Piedmont
| Organization | Type | Location | Revenue |
|---|
| Rise Foundation | 501(c)(3) | Memphis, TN | $1,286,459 |
| Prepare and Prosper | 501(c)(3) | Saint Paul, MN | $2,572,017 |
| Increasing Hope | 501(c)(3) | North Charleston, SC | $945,750 |
| The Women's Resource of Greater Houston | 501(c)(3) | Houston, TX | $1,223,214 |
| Wyoming 2-1-1 | 501(c)(3) | Cheyenne, WY | $1,159,357 |
| OnTrack Financial Education & Counseling | 501(c)(3) | Asheville, NC | $1,322,406 |
| San Diego Financial Literacy Cent | 501(c)(3) | Escondido, CA | $2,888,871 |
| The Family Center | 501(c)(3) | Columbus, GA | $522,789 |
| Ariva | 501(c)(3) | Bronx, NY | $2,039,402 |
| Collaborative Healing Initiative Within Communities (CHIC) | 501(c)(3) | Aurora, CO | $1,384,000 |
Data update history
September 20, 2024
Updated personnel
Identified 4 new personnel
July 13, 2024
Received grants
Identified 1 new grant, including a grant for $12,500 from MDC May 26, 2024
Posted financials
Added Form 990 for fiscal year 2023
May 21, 2024
Updated personnel
Identified 2 new personnel
Nonprofit Types
Human service organizationsFamily service centersCharities
Issues
Human services
Characteristics
Fundraising eventsState / local levelReceives government fundingTax deductible donationsAccepts online donations
General information
- Address
- 7820 N Point Blvd
- Winston Salem, NC 27106
- Metro area
- Winston-Salem, NC
- County
- Forsyth County, NC
- Website URL
- financialpaths.org/Â
- Phone
- (336) 896-1191
IRS details
- EIN
- 56-1015074
- Fiscal year end
- June
- Taxreturn type
- Form 990
- Year formed
- 1972
- Eligible to receive tax-deductible contributions (Pub 78)
- Yes
Categorization
- NTEE code, primary
- P50: Personal Social Services
- NAICS code, primary
- 624190: Individual and Family Services
- Parent/child status
- Independent
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