Civic Intelligence

The Financial Innovations Center Inc

EIN 20-3006098 • 501(c)3 • Chicago, IL

View Organization Page

Profile

To advance consumer financial health in the u.s.

Refreshing map…

30 N Lasalle St 2040Chicago, IL 60602

cfsinnovation.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.16x

Higher debt load relative to assets than 49% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.24x

Higher debt load relative to revenue than 52% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

86th percentile

$388,743

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

84th percentile

22%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

35%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$22,786,307

Up $4,058,540 (+22%) from 2023

Liabilities

Up

$3,703,137

Up $123,402 (+3.4%) from 2023

Net Assets

Up

$19,083,170

Up $3,935,138 (+26%) from 2023

Operations
Liabilities / Revenue52nd percentileNet Margin79th percentile

Revenue

Up

$15,680,196

Up $4,051,135 (+35%) from 2023

Expenses

Down

$11,426,970

Down $555,434 (-4.6%) from 2023

Net Income

Up

$4,253,226

Up $4,606,569 (+1304%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2010: $4,259,250Liabilities 2010: $704,365Net Assets 2010: $3,554,8852010Assets 2011: $4,231,093Liabilities 2011: $1,894,331Net Assets 2011: $2,336,7622011Assets 2012: $9,705,868Liabilities 2012: $979,549Net Assets 2012: $8,726,3192012Assets 2013: $7,815,900Liabilities 2013: $2,686,803Net Assets 2013: $5,129,0972013Assets 2014: $32,387,445Liabilities 2014: $1,368,745Net Assets 2014: $31,018,7002014Assets 2015: $26,409,318Liabilities 2015: $1,562,719Net Assets 2015: $24,846,5992015Assets 2016: $20,535,974Liabilities 2016: $1,578,161Net Assets 2016: $18,957,8132016Assets 2017: $20,491,825Liabilities 2017: $2,661,118Net Assets 2017: $17,830,7072017Assets 2018: $18,439,448Liabilities 2018: $2,488,666Net Assets 2018: $15,950,7822018Assets 2019: $15,800,612Liabilities 2019: $6,164,266Net Assets 2019: $9,636,3462019Assets 2020: $20,024,730Liabilities 2020: $6,389,855Net Assets 2020: $13,634,8752020Assets 2021: $19,686,455Liabilities 2021: $5,636,277Net Assets 2021: $14,050,1782021Assets 2022: $18,968,499Liabilities 2022: $3,116,849Net Assets 2022: $15,851,6502022Assets 2023: $18,727,767Liabilities 2023: $3,579,735Net Assets 2023: $15,148,0322023Assets 2024: $22,786,307Liabilities 2024: $3,703,137Net Assets 2024: $19,083,1702024

Highlighted filing

2024

Assets$22,786,307
Liabilities$3,703,137
Net Assets$19,083,170
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$20M$0-$20MExpenses 2010: $2,811,7782010Expenses 2011: $5,185,0352011Expenses 2012: $4,630,0702012Revenue 2013: $4,964,884Expenses 2013: $8,594,388Net Income 2013: -$3,629,5042013Revenue 2014: $33,610,479Expenses 2014: $7,780,433Net Income 2014: $25,830,0462014Revenue 2015: $5,175,710Expenses 2015: $11,635,053Net Income 2015: -$6,459,3432015Revenue 2016: $6,216,175Expenses 2016: $12,241,718Net Income 2016: -$6,025,5432016Revenue 2017: $11,802,319Expenses 2017: $12,880,812Net Income 2017: -$1,078,4932017Revenue 2018: $12,101,988Expenses 2018: $13,962,093Net Income 2018: -$1,860,1052018Revenue 2019: $14,878,199Expenses 2019: $15,807,016Net Income 2019: -$928,8172019Revenue 2020: $21,613,660Expenses 2020: $17,641,808Net Income 2020: $3,971,8522020Revenue 2021: $18,603,239Expenses 2021: $18,394,468Net Income 2021: $208,7712021Revenue 2022: $19,220,654Expenses 2022: $17,717,829Net Income 2022: $1,502,8252022Revenue 2023: $11,629,061Expenses 2023: $11,982,404Net Income 2023: -$353,3432023Revenue 2024: $15,680,196Expenses 2024: $11,426,970Net Income 2024: $4,253,2262024

Highlighted filing

2024

Revenue$15,680,196
Expenses$11,426,970
Net Income$4,253,226
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$22,786,307
Liabilities
$3,703,137
Net assets
$19,083,170
Revenue
$15,680,196
Expenses
$11,426,970
Net income
$4,253,226
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.8$3.70$19.1$15.7$11.4$4.25
2023Summary only. Only limited summary data is available for this year.$18.7$3.58$15.1$11.6$12.0$0.35
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.0$3.12$15.9$19.2$17.7$1.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.7$5.64$14.1$18.6$18.4$0.21
2020Summary only. Only limited summary data is available for this year.$20.0$6.39$13.6$21.6$17.6$3.97
2019Summary only. Only limited summary data is available for this year.$15.8$6.16$9.64$14.9$15.8$0.93
2018Summary only. Only limited summary data is available for this year.$18.4$2.49$16.0$12.1$14.0$1.86
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.5$2.66$17.8$11.8$12.9$1.08
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.5$1.58$19.0$6.22$12.2$6.03
2015Detailed filing. Detailed filing data is available for this year.$26.4$1.56$24.8$5.18$11.6$6.46
2014Summary only. Only limited summary data is available for this year.$32.4$1.37$31.0$33.6$7.78$25.8
2013Detailed filing. Detailed filing data is available for this year.$7.82$2.69$5.13$4.96$8.59$3.63
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.71$0.98$8.73$4.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.23$1.89$2.34$5.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.26$0.70$3.55$2.81
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 24, 2025
Return Version
2024v5.2
Gross Receipts
$15,757,797
Mission and Program Overview

Mission

To advance consumer financial health in the u.s.

The financial health network mission is to improve financial health for all.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$6,638,988$6,935,350▲ $296,362
Cash and Non-Interest-Bearing Accounts$2,683,667$5,654,510▲ $2,970,843
Investments Program Related$3,781,257$3,971,052▲ $189,795
Pledges and Grants Receivable$249,704$1,860,000▲ $1,610,296
Investments Other Securities$2,052,389$1,733,365▼ $319,024
Intangible Assets$1,279,001$1,097,404▼ $181,597
Prepaid Expenses and Deferred Charges$794,556$1,073,294▲ $278,738
Accounts Receivable$434,277$233,913▼ $200,364
Other Notes and Loans Receivable, Net$638,852$125,503▼ $513,349
Land, Buildings, and Equipment, Net$153,494$80,332▼ $73,162
Total Assets$18,727,767$22,786,307▲ $4,058,540
Other Assets Total$21,582$21,584▲ $2
Liabilities
Deferred Revenue$1,537,312$1,876,175▲ $338,863
Other Liabilities$1,770,445$1,299,522▼ $470,923
Accounts Payable and Accrued Expenses$271,978$527,440▲ $255,462
Total Liabilities$3,579,735$3,703,137▲ $123,402
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,132,391$16,306,084▲ $3,173,693
Net Assets With Donor Restrictions$2,015,641$2,777,086▲ $761,445
Total Net Assets Fund Balance$15,148,032$19,083,170▲ $3,935,138
Total Liabilities and Net Assets / Fund Balance$18,727,767$22,786,307▲ $4,058,540

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$77,872$1,251,484$1,329,356
Equipment$2,460$73,602$76,062
Investment Program Related Org$6,168,288--
Other Securities$1,693,302--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer TescherPresident and Chief Executive OfficerFT$374,850$13,893$388,743
Jennifer TescherPresident and Chief Executive Office-$367,710$21,033$388,743
Kelly EmeryChief Operating OfficerFT$289,652$13,665$303,317
Adeeb MahmudChief Program OfficerFT$267,903$14,723$282,626
Sarah GordonChief Market and Business Development OfficerFT$238,256$13,715$251,971
Sarah GordonChief Market and Business Developmen-$233,758$18,213$251,971
Matthew BahlVP, Workplace Market LeadFT$220,000$25,604$245,604
Marisa WalsterVP, Financial Services SolutionsFT$185,831$34,368$220,199
Dana Bowie EarlesVP, Finance & Ops (from 1/10/24)FT$175,228$26,185$201,413

Board Members and Trustees

NameTitle
Gina HarmanChair, From 6/30/2024
Mark ErnstChair, to 6/30/2024
Debbie BianucciDirector
Dr Tamarah Duperval-brownleeDirector
Ellen SeidmanDirector
Jorge FontanezDirector
Judith SamuelsonDirector
Roderick King Md MphDirector
Sasha DichterDirector
Melinda HightowerTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Statement CommunicationsCommunications & Design420 WISCONSIN AVENUE, Oak Park, IL 60302$605,705
Marriott International INCEvent Services2121 SOUTH PRAIRIE AVENUE, Chicago, IL 60616$200,000
University Of Southern CaliforniaProgrammatic Research635 DOWNEY WAY, Los Angeles, CA 90089$192,593
Cosmo Public Relations INCPublic Relations6025 COLISEUM STREET, New Orleans, LA 70118$178,005
Ipsos-insight LLCResearch Data Support501 MERRITT 7, Norwalk, CT 06851$143,000
Revenue and Support

Revenue Composition

Contributions and Grants
$8,222,359
Program Service Revenue
$6,589,215
Investment Income
$868,622
Other Revenue
$0
All Other Contributions
$8,222,359
Change in Net Assets
$4,253,226

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,680,196
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-318,088
Total Revenue per Audited Statements
$15,362,108
Total Revenue per Form 990
$15,680,196
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,646,513
Other Expenses$4,780,457
Total Fundraising Expense$458,682
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,916,092$673,533$331,582$4,921,207
Fees for Services Other$1,319,949$50,607$6,724$1,377,280
Advertising$831,480$150,414$765$982,659
Current Officers, Directors, Trustees, and Key Employees$553,648$96,888$41,524$692,060
Other Employee Benefits$362,980$62,565$30,299$455,844
Payroll Taxes$317,994$54,811$26,544$399,349
Information Technology$251,661$146,982$4$398,647
Occupancy$200,477$104,863-$305,340
Pension Plan Contributions$141,780$24,438$11,835$178,053
Travel$145,747$20,135$566$166,448
All Other Expenses$135,617$21,073$7,095$163,785
Depreciation Depletion$46,577$26,585-$73,162
Other Expenses$44,169$26,074$22$70,265
Fees for Services Accounting$46,972$3,283$436$50,691
Insurance$29,888$18,093-$47,981
Fees for Services Legal$43,939$3,071$408$47,418
Office Expenses$4,537$2,358-$6,895
Total Functional Expenses$9,424,577$1,543,711$458,682$11,426,970

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$11,426,970
Total Expenses per Audited Statements$11,426,970
Total Expenses per Form 990$11,426,970
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Leases$1,299,522
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is initially reviewed by the vp finance & coo, then by the finance/audit committee. Prior to filing, the form 990 is made available to the board of directors.”

Form 990, Part VI, Section B, Line 12C

“Board members must sign a conflict of interest policy and report any known conflicts of interest annually. They are encouraged to report conflicts as they occur.”

Form 990, Part VI, Section B, Line 15

“The board of directors reviews and approves the president's and key officers' compensation, which is determined by the independent compensation committee using recommendations from an independent compensation consultant and compensation surveys. The president reviews and approves the compensation of other officers and key employees.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Financial Health Network Inc
EIN
20-3006098
Phone
3128815856
Address
30 N LASALLE ST 2040, CHICAGO, IL 60602
Doing Business As
Financial Health Network

Signing Officer

Name
Kelly Emery
Title
COO
Phone
3128815856
Signed
2025-07-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Emery
Formed
2005
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
9
Employees
47
Volunteers
9

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
1707 N RANDALL ROAD STE 200, ELGIN, IL 60123
Preparer
Melanie Mcpeak
Phone
8478888600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Programmatic research: program service expenses 595,800. Management and general expenses 0. Fundraising expenses 0. Total expenses 595,800. Other: program service expenses 724,149. Management and general expenses 50,607. Fundraising expenses 6,724. Total expenses 781,480.”

Financial Statement Notes

PART X, LINE 2:

“The organization has been granted tax exempt status by the internal revenue service (irs) under internal revenue code section 501(c)(3) and accordingly is exempt from income taxes on related business income. Contributions to the organization are deductible for income tax purposes under section 170(b)(1)(a)(vi). The organization's annual informational tax returns filed with the federal and state governments are subject to examination for the statutory period. The organization did not have any unrelated business income for the year ended december 31, 2024. Accordingly, no provision for income taxes is included in the consolidated financial statements. The fund is organized as a limited partnership between the organization as the general partner and a limited partner who is a strategic investor with a strong interest in promoting financial services for u.s. Emerging markets. For tax purposes, the fund has elected to be treated as a limited partnership and files a separate tax return reporting its operating results according to its partnership agreement. Any distributive income attributable to the organization is not considered subject to unrelated business income tax as the partnership's purpose furthers its tax-exempt purpose. Financial health network has evaluated its tax positions taken for all open tax years. Financial health network has not been examined by any tax jurisdiction. Based on the evaluation of financial health network's tax positions, management believes all positions taken would be upheld under an examination; therefore, no provision for the effects of an uncertain tax position has been recorded for the year ended december 31, 2024. The organization's federal exempt organization income tax returns for 2021, 2022, and 2023 are subject to examination by the irs.”

Raw XML AppendixShowing 400 of 781 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0271978
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0527440
IRS990/AccountsReceivableGrp/BOYAmt0434277
IRS990/AccountsReceivableGrp/EOYAmt0233913
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FINANCIAL HEALTH NETWORK MISSION IS TO IMPROVE FINANCIAL HEALTH FOR ALL.
IRS990/AdvertisingGrp/FundraisingAmt0765
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0150414
IRS990/AdvertisingGrp/ProgramServicesAmt0831480
IRS990/AdvertisingGrp/TotalAmt0982659
IRS990/AllOtherContributionsAmt08222359
IRS990/AllOtherExpensesGrp/FundraisingAmt07095
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt021073
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0135617
IRS990/AllOtherExpensesGrp/TotalAmt0163785
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KELLY EMERY
IRS990/BooksInCareOfDetail/PhoneNum03129951535
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt030 N LASALLE ST 2040
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060602
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IRS990/BusinessRlnWithFamMemInd00
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IRS990/CashNonInterestBearingGrp/BOYAmt02683667
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt09
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt041524
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt096888
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0553648
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0692060
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0605705
IRS990/ContractorCompensationGrp/CompensationAmt1200000
IRS990/ContractorCompensationGrp/CompensationAmt2192593
IRS990/ContractorCompensationGrp/CompensationAmt3178005
IRS990/ContractorCompensationGrp/CompensationAmt4143000
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt36025 COLISEUM STREET
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1CHICAGO
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4NORWALK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IL
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0STATEMENT COMMUNICATIONS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1MARRIOTT INTERNATIONAL INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2UNIVERSITY OF SOUTHERN CALIFORNIA
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3COSMO PUBLIC RELATIONS INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4IPSOS-INSIGHT LLC
IRS990/ContractorCompensationGrp/ServicesDesc0COMMUNICATIONS & DESIGN
IRS990/ContractorCompensationGrp/ServicesDesc1EVENT SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2PROGRAMMATIC RESEARCH
IRS990/ContractorCompensationGrp/ServicesDesc3PUBLIC RELATIONS
IRS990/ContractorCompensationGrp/ServicesDesc4RESEARCH DATA SUPPORT
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt08222359
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0868622
IRS990/CYOtherExpensesAmt04780457
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt06589215
IRS990/CYRevenuesLessExpensesAmt04253226
IRS990/CYSalariesCompEmpBnftPaidAmt06646513
IRS990/CYTotalExpensesAmt011426970
IRS990/CYTotalFundraisingExpenseAmt0458682
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt015680196
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt01537312
IRS990/DeferredRevenueGrp/EOYAmt01876175
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt026585
IRS990/DepreciationDepletionGrp/ProgramServicesAmt046577
IRS990/DepreciationDepletionGrp/TotalAmt073162
IRS990/Desc0FINANCIAL HEALTH NETWORK LEADS A NETWORK OF COMPANIES WHICH FOSTERS AND ACCELERATES CONSUMER-FOCUSED INNOVATION. THROUGH ITS COMPASS PRINCIPLES AND A LINEUP OF PROPRIETARY RESEARCH, INSIGHTS AND EVENTS, FINANCIAL HEALTH NETWORK INFORMS, ADVISES AND CONNECTS MEMBERS OF ITS NETWORK TO SEED THE INNOVATION THAT WILL TRANSFORM THE FINANCIAL SERVICES LANDSCAPE AND IMPROVE THE LIVES OF LOW AND MODERATE-INCOME AMERICANS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0FINANCIAL HEALTH NETWORK
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02015641
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02777086
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt047
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IRS990/Form990PartVIISectionAGrp/PersonNm2DEBBIE BIANUCCI
IRS990/Form990PartVIISectionAGrp/PersonNm3SASHA DICHTER
IRS990/Form990PartVIISectionAGrp/PersonNm4DR TAMARAH DUPERVAL-BROWNLEE
IRS990/Form990PartVIISectionAGrp/PersonNm5JORGE FONTANEZ
IRS990/Form990PartVIISectionAGrp/PersonNm6RODERICK KING MD MPH
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IRS990/Form990PartVIISectionAGrp/PersonNm8ELLEN SEIDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9JENNIFER TESCHER
IRS990/Form990PartVIISectionAGrp/PersonNm10MARK ERNST
IRS990/Form990PartVIISectionAGrp/PersonNm11KELLY EMERY
IRS990/Form990PartVIISectionAGrp/PersonNm12ADEEB MAHMUD
IRS990/Form990PartVIISectionAGrp/PersonNm13SARAH GORDON
IRS990/Form990PartVIISectionAGrp/PersonNm14MATTHEW BAHL
IRS990/Form990PartVIISectionAGrp/PersonNm15MARISA WALSTER
IRS990/Form990PartVIISectionAGrp/PersonNm16DANA BOWIE EARLES
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR, FROM 6/30/2024
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT AND CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHAIR, TO 6/30/2024
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF PROGRAM OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF MARKET AND BUSINESS DEVELOPMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP, WORKPLACE MARKET LEAD
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP, FINANCIAL SERVICES SOLUTIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP, FINANCE & OPS (FROM 1/10/24)
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IRS990/MissionDesc0THE FINANCIAL HEALTH NETWORK IS A TRUSTED RESOURCE FOR BUSINESS LEADERS, POLICYMAKERS, AND INNOVATORS UNITED IN A MISSION TO IMPROVE THE FINANCIAL HEALTH OF THEIR CUSTOMERS, EMPLOYEES, AND COMMUNITIES. WE ENVISION A FUTURE WHERE ALL PEOPLE, ESPECIALLY THE MOST VULNERABLE, HAVE THE FINANCIAL SYSTEMS THEY NEED TO BE RESILIENT AND THRIVE. OUR MISSION IS TO IMPROVE FINANCIAL HEALTH FOR ALL.
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IRS990/PrincipalOfficerNm0KELLY EMERY
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