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EIN 75-3109240

Financial Wellness Institute

IRS 501(c) type
501(c)(3)
Num. employees
3
City
Deptford
State
New Jersey
Year formed
2003
Most recent tax filings
2022-12-01
NTEE code, primary
P50: Personal Social Services
Description
Financial Wellness Institute strengthens individuals and families by empowering communities towards economic stability through conducting programs and providing support in financial education, economic empowerment, housing, small business technical support, and other programs.
Also known as...
Creditworthy Inc
Total revenues
$292,709
2022
Total expenses
$289,708
2022
Total assets
$210,091
2022
Num. employees
3
2022

Program areas at Financial Wellness Institute

In support of our mission the Financial Wellness Instutute conducted programs and provided support to individuals and families in the following programs:1. Financial Eduction & Economic Empowerment2, Housing 3. Other Programs Small Business Technical Support Workforce Development - Career Services

Who funds Financial Wellness Institute

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Fulton Forward FoundationFamily Self-Sufficiency$50,000
The Blackbaud Giving FundGeneral Support$30,000
Columbia Bank FoundationCharitable Giving/general Support - Family Self-Sufficiency$10,000
...and 3 more grants received

Personnel at Financial Wellness Institute

NameTitleCompensation
Wanda HardyChief Executive Officer$127,500
Nadira FaroukChief Financial Officer$0
Daniel MakSecretary$0
Rita WoodChair and Treasurer$0

Financials for Financial Wellness Institute

RevenuesFYE 12/2022
Total grants, contributions, etc.$189,671
Program services$103,038
Investment income and dividends$0
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$292,709

Form 990s for Financial Wellness Institute

Fiscal year endingDate received by IRSFormPDF link
2022-122023-06-27990View PDF
2021-122022-09-02990View PDF
2020-122021-07-27990View PDF
2019-122020-08-15990EZView PDF
2018-122019-08-17990EZView PDF
...and 9 more Form 990s
Data update history
May 19, 2024
Received grants
Identified 3 new grant, including a grant for $10,000 from Columbia Bank Foundation
October 24, 2023
Received grants
Identified 2 new grant, including a grant for $30,000 from The Blackbaud Giving Fund
August 25, 2023
Posted financials
Added Form 990 for fiscal year 2022
August 8, 2023
Posted financials
Added Form 990 for fiscal year 2020
June 10, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Human service organizationsFamily service centersCharities
Issues
EducationHuman services
Characteristics
Receives government fundingTax deductible donationsAccepts online donations
General information
Address
PO Box 5656
Deptford, NJ 08096
Metro area
Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
County
Gloucester County, NJ
Website URL
financialwellnessinstitute.org/ 
Phone
(856) 251-0311
IRS details
EIN
75-3109240
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2003
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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