Nonprofit · EIN 99-1383499
COMMUNITY FINANCIAL WELLNESS
Tax-exempt · COLUMBUS, OH 43230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $264,565 | $239,901 | $24,664 | $64,748 | $0 | $64,748 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $264,507
- of which government grants
- $264,507
- Program service revenue
- $0
- Investment income
- $58
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $72,915
- Salaries, compensation and benefits (total)
- $72,915
- Professional fundraising fees
- $0
- Management and general (functional)
- $239,901
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $64,748
- Total liabilities, end of year
- $0
- Net assets, end of year
- $64,748
- Net assets without donor restrictions
- $64,748
- Gross receipts
- $264,565
- Employees
- 0
- Volunteers
- 10
- Year formed
- 2024
- State of legal domicile
- OH
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KELLY CLIFFORD RIEHL | BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| LAURA COOKE | BOARD MEMBER Trustee or director | 1 | $0 |
| MAGGIE WALTERS | BOARD MEMBER Trustee or director | 1 | $0 |
| REBECCA WIGGINS | EXECUTIVE DIRECTOR Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 4320 BEAR TOOTH CT, COLUMBUS, OH 43230-4531
- Principal officer (990 for 2024)
- REBECCA WIGGINS, 4320 BEAR TOOTH COURT, COLUMBUS, OH 43230
- Signed the 990
- REBECCA WIGGINS, EXECUTIVE DIRECTOR
- Phone
- (614) 563-0899
- Return prepared by
- SB & COMPANY LLC
Mission
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.
Program accomplishments
- 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.
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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | No data |
IRS record
- EIN
- 99-1383499
- 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
- 2024
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P51)
- Assets (IRS master file)
- $64,748
- Income (IRS master file)
- $264,565
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | – | – | – | 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 COMMUNITY FINANCIAL WELLNESS
- What is the EIN of COMMUNITY FINANCIAL WELLNESS?
- The employer identification number (EIN) of COMMUNITY FINANCIAL WELLNESS is 99-1383499.
- Is COMMUNITY FINANCIAL WELLNESS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to COMMUNITY FINANCIAL WELLNESS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COMMUNITY FINANCIAL WELLNESS 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 COMMUNITY FINANCIAL WELLNESS due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMUNITY FINANCIAL WELLNESS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of COMMUNITY FINANCIAL WELLNESS?
- The 990 for the year ended December 31, 2024 names REBECCA WIGGINS.
- Who are the officers and directors of COMMUNITY FINANCIAL WELLNESS?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does COMMUNITY FINANCIAL WELLNESS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $264,565, expenses of $239,901 and total assets of $64,748 at year end.
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