2025-11-14T14:22:29-06:00 2024-12-31 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVE SUITE 250 OWINGS MILLS MD 21117 990 2024-01-01 991383499 COMMUNITY FINANCIAL WELLNESS COMM 6145630899 4320 BEAR TOOTH COURT COLUMBUS OH 43230 REBECCA WIGGINS EXECUTIVE DIRECTOR 6145630899 2025-11-12 1 1 PAMELA GRAY P01237506 4105840060 2024 2025-03-06 01:10:19Z X REBECCA WIGGINS 4320 BEAR TOOTH COURT COLUMBUS OH 43230 264565 0 X HTTPS://COMMUNITYFINANCIALWELLNESS.ORG X 2024 OH 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 3 3 0 10 0 0 264507 0 58 0 264565 0 0 72915 0 0 166986 239901 24664 64748 0 64748 X 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. 0 0 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. 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 1 0 OH X REBECCA WIGGINS 6145630899 4320 BEAR TOOTH COURT COLUMBUS OH 43230 X KELLY CLIFFORD RIEHL BOARD CHAIR 1.00 X X 0 0 0 LAURA COOKE BOARD MEMBER 1.00 X 0 0 0 MAGGIE WALTERS BOARD MEMBER 1.00 X 0 0 0 REBECCA WIGGINS EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 0 264507 264507 58 58 264565 0 0 58 X 72915 72915 165433 165433 1553 1553 239901 0 239901 0 64748 0 64748 0 0 X 64748 0 64748 0 64748 24664 40084 0 X 0 0 0 X 264507 264507 264507 264507 264507 58 58 264565 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION FIRST RETURN SO NO REVIEW PROCESS HAS BEEN ESTABLISHED. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD DETERMINES COMPENSATION CEO/ED AND OTHER KEY EMPLOYEE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 165,433. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 165,433.