Nonprofit · EIN 01-0638984
WEALTH WATCHERS INC
Tax-exempt · JACKSONVILLE, FL 32205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $3,829,029 | $6,392,413 | -$2,563,384 | $9,989,822 | $1,900,575 | $8,089,247 |
| December 31, 2024 | 990 | $23,516,973 | $23,434,251 | $82,722 | $13,934,525 | $3,281,894 | $10,652,631 |
| December 31, 2023 | 990 | $12,179,604 | $7,181,715 | $4,997,889 | $12,797,221 | $2,227,318 | $10,569,903 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,868,810
- of which government grants
- $1,064,213
- Program service revenue
- $957,021
- Investment income
- $3,198
- Net gain from sales of assets
- $3,198
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $1,544,093
- Salaries, compensation and benefits (total)
- $1,758,149
- Professional fundraising fees
- $0
- Legal fees
- $37,360
- Accounting fees
- $28,560
- Occupancy
- $83,090
- Travel
- $104,274
- Depreciation
- $147,577
- Program services (functional)
- $5,909,446
- Management and general (functional)
- $372,306
- Fundraising (functional)
- $110,661
Balance sheet and other
- Total assets, start of year
- $13,934,525
- Total assets, end of year
- $9,989,822
- Total liabilities, end of year
- $1,900,575
- Net assets, end of year
- $8,089,247
- Land, buildings and equipment
- $65,325
- Net assets without donor restrictions
- $5,748,502
- Net assets with donor restrictions
- $2,340,745
- Gross receipts
- $4,432,860
- Employees
- 18
- Year formed
- 2001
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CARRIE DAVIS | PRESIDENT/CE Officer | 40 | $283,648 | $199,252 |
| ALYCE DENSON | CFO Officer | 40 | $200,903 | $113,936 |
| EDWARD GATSON | COO Officer | 40 | $99,060 | $29,400 |
| JACQUELINE GRAY | MEMBER Trustee or director | – | $0 | $0 |
| HARVEY HARPER | MEMBER Trustee or director | – | $0 | $0 |
| ANDRE HIGGINS | BOARD TREASU Trustee or director | – | $0 | $0 |
| LARRY RILEY | MEMBER Trustee or director | – | $0 | $0 |
| BOBBI WARFORD | SECRETARY Trustee or director | 0.5 | $0 | $0 |
| COLEY WILLIAMS | PRESIDENT Trustee or director | 0.5 | $0 | $0 |
990 for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CARRIE DAVIS | PRESIDENT/CE Officer | 40 | $112,800 | $27,536 |
| EDWARD GATSON | COO Officer | 40 | $98,821 | $28,449 |
| ALYCE DENSON | CFO Officer | 40 | $89,479 | $26,235 |
| JACQUELINE GRAY | MEMBER Trustee or director | 0.25 | $0 | $0 |
| HARVEY HARPER | MEMBER Trustee or director | 0.25 | $0 | $0 |
| ANDRE HIGGINS | BOARD TREASU Trustee or director | 1 | $0 | $0 |
| LARRY RILEY | MEMBER Trustee or director | 0.25 | $0 | $0 |
| BOBBI WARFORD | SECRETARY Trustee or director | 1 | $0 | $0 |
| COLEY WILLIAMS | PRESIDENT Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CARRIE DAVIS | PRESIDENT/CE Officer | 40 | $130,000 | $10,659 |
| EDWARD GATSON | COO Officer | 40 | $113,747 | $12,773 |
| ALYCE DENSON | CFO Officer | 40 | $99,015 | $10,659 |
| JACQUELINE GRAY | MEMBER Trustee or director | 0.5 | $0 | $0 |
| HARVEY HARPER | MEMBER Trustee or director | 0.5 | $0 | $0 |
| ANDRE HIGGINS | BOARD TREASU Trustee or director | 1 | $0 | $0 |
| LARRY RILEY | MEMBER Trustee or director | 0.5 | $0 | $0 |
| BOBBI WARFORD | SECRETARY Trustee or director | 1 | $0 | $0 |
| COLEY WILLIAMS | PRESIDENT Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5310 LENOX AVE STE 4, JACKSONVILLE, FL 32205-4743
- In care of
- % ED GASTON
- Principal officer (990 for 2025)
- CARRIE DAVIS, 2343 JERNIGAN ROAD, JACKSONVILLE, FL 32207
- Signed the 990
- CARRIE DAVIS, PRESIDENT/CEO
- Phone
- (904) 265-4736
- Return prepared by
- ENOFE & ASSOCIATES LLC
Mission
THE MISSION OF WEALTH WATCHERS INC. IS TO BUILD VIABLE COMMUNITIES BY EXPANDING THE EDUCATION AND KNOWLEDGE OF INDIVIDUALS, FAMILIES, AND COMMUNITIES FOR THE PURPOSE OF UNDERSTANDING AND APPLYING ESSENTIAL FINANCIAL STRATEGIES THAT LEADS TO THE ACCUMULATION OF GENERATIONAL WEALTH.
Program accomplishments
- WEALTH WATCHERS IS A HUD CERTIFIED HOUSING COUNSELING AGENCY THAT IS COMMITTED TO PROVIDING A CYCLICAL APPROACH TO BUILDING WEALTH AMONG CITIZENS IN FLORIDA. WEALTH WATCHERS PROVIDES FINANCIAL COACHING, HOUSING COUNSELING AND EDUCATIONAL SERVICES TO INDIVIDUALS AND FAMILIES IN VARIOUS PARTS OF FLORIDA. WEALTH WATCHERS IS A MEMBER OF THE HOMEFREE USA HUD INTERMEDIARY NETWORK AND UNDERSTANDS THE IMPORTANCE OF EXPANDING THE KNOWLEDGE OF ALL INDIVIDUALS, ESPECIALLY THOSE IN THE LOW TO MIDDLE INCOME BRACKET, FOR THE PURPOSE OF UNDERSTANDING THE IMPORTANCE OF BASIC FINANCE AND THE ACCUMULATION OF WEALTH. RECOGNIZING THAT HOMEOWNERSHIP IS THE MAIN VEHICLE FOR BUILDING WEALTH AMONG MANY CITIZENS, WEALTH WATCHERS POSITION ITSELF TO BE A VIABLE RESOURCE FOR CITIZENS PURSUING HOMEOWNERSHIP OPPORTUNITIES AND THOSE WHO WERE IN JEOPARDY OF LOSING THEIR HOMES DUE TO FORECLOSURE.Expenses $3,363,972
- WEALTH WATCHERS, INC. IS AMONG MANY ORGANIZATIONS IN NORTH FLORIDA PROMOTING THE NEED FOR AFFORDABLE HOUSING IN JACKSONVILLE, FL, AND THE SURROUNDING COMMUNITIES. THE ORGANIZATION HAS A COMBINATION OF SINGLE- FAMILY HOMES AND MULTI-UNIT PROPERTIES CURRENTLY RENTED TO LOW- AND MIDDLE-INCOME FAMILIES. WEALTH WATCHERS, INC., CONTRIBUTION TO AFFORDABLE RENTAL HOUSING PROMOTES ECONOMIC DIVERSITY AND THE CREATION OR SUSTAINING OF MIXED-INCOME NEIGHBORHOODS. PRESERVING AFFORDABLE RENTALS ALSO ALLOWS LONGTIME RESIDENTS TO REMAIN IN THEIR NEIGHBORHOODS. WEALTH WATCHERS CONTINUES TO MEET THE DEMAND FOR AFFORDABLE RENTAL HOUSING THROUGH COLLABORATION AMONG GOVERNMENT, PRIVATE, AND PUBLIC FUNDING SOURCES. THESE GROUPS ARE MOTIVATED TO PRESERVE AFFORDABLE HOUSING BECAUSE OF ITS IMPACT AT THE INDIVIDUAL HOUSEHOLD, NEIGHBORHOOD, AND COMMUNITY LEVEL. FOR SOME HOUSEHOLDS, PRESERVATION SAFEGUARDS AFFORDABILITY DURING A TIME OF RISING HOUSING COSTS AND SHRINKING INCOMES. IT FURTHER HELPS TO REVITALIZE AND STABILIZE NEIGHBORHOODS THAT CAN OFFER ACCESS TO OPPORTUNITY.Expenses $1,619,415
- WEALTH WATCHERS INC. IS A SUBSTANTIAL CONTRIBUTOR TO THE ECONOMIC SUSTAINABILITY IN URBAN AND RURAL COMMUNITIES THROUGHOUT FLORIDA AND GEORGIA. WEALTH WATCHERS PROVIDES PRODUCTS AND SERVICES THAT CREATE A PROSPEROUS, THRIVING ECOSYSTEM THAT IS THE CATALYST FOR ECONOMIC DEVELOPMENT, WORKFORCE DEVELOPMENT, HOME OWNERSHIP AND OTHER QUALITY HOUSING OPTIONS. THESE PRODUCTS AND SERVICES CONTRIBUTE TO THE OVERALL WEALTH AND STABILITY OF THE PEOPLE AND COMMUNITIES IT SERVES. WEALTH WATCHERS IS COMMITTED TO ENSURING THAT ALL RESIDENTS HAVE A VOICE AND WE BELIEVE THAT RESIDENT LEADERSHIP AND ENGAGEMENT ARE ESSENTIAL TO ENSURING WE ARE BUILDING VIABLE COMMUNITIES. WEALTH WATCHERS IS A CHARTERED MEMBER OF NEIGHBORWORKS AMERICA, A NETWORK OF THE TOP HIGH IMPACT AND COLLABORATIVE COMMUNITY DEVELOPMENT AND HOUSING COUNSELING ORGANIZATIONS IN THE COUNTRY.Expenses $828,192
- WEALTH WATCHERS, INC. THROUGH FUNDS RECEIVED FROM USDA RURAL MICRO- ENTREPRENEUR ASSISTANT PROGRAM (RMAP) IS PROVIDING LOANS TO SMALL BUSINESSES IN RURAL AREAS OF NORTHEAST FLORIDA AND SOUTHEAST, SOUTHWEST, AND CENTRAL GEORGIA. THE ORGANIZATION CURRENTLY HAS EXTENDED FOUR LOANS TO VARIOUS SMALL BUSINESSES.Expenses $97,867
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 01-0638984
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $9,989,822
- Income (IRS master file)
- $4,432,860
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $3,829,029 | $6,392,413 | $9,989,822 | XML |
| 990 | December 2024 | $23,516,973 | $23,434,251 | $13,934,525 | XML |
| 990 | December 2023 | $12,179,604 | $7,181,715 | $12,797,221 | XML |
| 990 | December 2022 | $1,406,948 | $1,598,976 | $7,150,776 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0638984).
Questions about WEALTH WATCHERS INC
- What is the EIN of WEALTH WATCHERS INC?
- The employer identification number (EIN) of WEALTH WATCHERS INC is 01-0638984.
- Is WEALTH WATCHERS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to WEALTH WATCHERS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WEALTH WATCHERS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WEALTH WATCHERS INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WEALTH WATCHERS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of WEALTH WATCHERS INC?
- The 990 for the year ended December 31, 2025 names CARRIE DAVIS.
- Who are the officers and directors of WEALTH WATCHERS INC?
- The 990 for the year ended December 31, 2025 lists 9 people; 3 received compensation from the organization, the highest $283,648 (CARRIE DAVIS, PRESIDENT/CE).
- How much revenue does WEALTH WATCHERS INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $3,829,029, expenses of $6,392,413 and total assets of $9,989,822 at year end.
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