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Nonprofit · EIN 33-3029047

WEALTHFORWARD ROC INC

Tax-exempt · ROCHESTER, NY 14603

Financials

$5.3M$2.8M2025
Revenue Expenses · by fiscal year end
Financials of WEALTHFORWARD ROC INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$5,340,669$2,845,714$2,494,955$3,813,056$1,318,101$2,494,955
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$5,315,666
Program service revenue
$0
Investment income
$25,003
Other revenue
$0

Expenses

Grants and similar amounts paid
$2,080,000
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$59,013
Accounting fees
$33,087
Occupancy
$8,957
Travel
$29
Depreciation
$611
Program services (functional)
$2,568,488
Management and general (functional)
$277,226

Balance sheet and other

Total assets, start of year
$0
Total assets, end of year
$3,813,056
Total liabilities, end of year
$1,318,101
Net assets, end of year
$2,494,955
Gross receipts
$5,340,669
Employees
0
Volunteers
5
Year formed
2025
State of legal domicile
NY

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.

NameTitleHours / weekCompensation
MAUREEN WOLFCHAIR
Trustee or director, Officer
1$0
JIM DARCYTREASURER
Trustee or director, Officer
1$0
KENNETH BELLDIRECTOR
Trustee or director
1$0
CLAYTON OSBOURNEDIRECTOR
Trustee or director
1$0
AJAMU KITWANACO-CHAIR
Officer
2$0

Address and contacts

Address (IRS master file)
PO BOX 30031, ROCHESTER, NY 14603-3031
Principal officer (990 for 2025)
AJAMU KITWANA, PO BOX 30031, ROCHESTER, NY 14603
Signed the 990
AJAMU KITWANA, CO-CHAIR, BOARD OF DIRECTORS
Phone
(585) 773-0815
Return prepared by
BONADIO & CO LLP

Mission

WEALTHFORWARD ROC'S MISSION IS A MOVEMENT FOR PROSPERITY: MAKING INCLUSIVE WEALTH BUILDING THROUGH HOMEOWNERSHIP A REALITY FOR MORE HOUSEHOLDS BY BUILDING A PLATFORM TO COORDINATE COLLECTIVE EFFORT AND CATALYZE A MOVEMENT. WEALTHFORWARD BELIEVES IT IS CRITICAL FOR A STRONG FUTURE FOR THE GREATER ROCHESTER REGION.

990 for the year ended December 31, 2025

Program accomplishments

  • WEALTHFORWARD ROC IS A MOVEMENT FOR PROSPERITY, MAKING INCLUSIVE WEALTH BUILDING THROUGH HOMEOWNERSHIP A REALITY FOR MORE HOUSEHOLDS. WEALTHFORWARD ROC'S LARGEST PROGRAM IN 2025 WAS FAMBOOST WHICH PROVIDED $20,000 GRANTS TO ELIGIBLE FIRST-TIME HOMEBUYERS TOWARD DOWN PAYMENT AND CLOSING COSTS. IN 2025, THERE WERE 37 HOMES CLOSED, 119 PARTICIPANTS WORKING TOWARDS CLOSING, AND 7 PARTICIPANTS WHO PURCHASED MULTIFAMILY HOMES.
    Expenses $2,568,488 · grants $2,080,000

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025No data
2023December 31, 2023May 15, 2024No data

IRS record

EIN
33-3029047
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
2026
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$3,813,056
Income (IRS master file)
$5,340,669

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about WEALTHFORWARD ROC INC

What is the EIN of WEALTHFORWARD ROC INC?
The employer identification number (EIN) of WEALTHFORWARD ROC INC is 33-3029047.
Is WEALTHFORWARD ROC INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2026.
Are donations to WEALTHFORWARD ROC INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does WEALTHFORWARD ROC 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 WEALTHFORWARD ROC 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 WEALTHFORWARD ROC 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 WEALTHFORWARD ROC INC?
The 990 for the year ended December 31, 2025 names AJAMU KITWANA.
Who are the officers and directors of WEALTHFORWARD ROC INC?
The 990 for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does WEALTHFORWARD ROC INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $5,340,669, expenses of $2,845,714 and total assets of $3,813,056 at year end.

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