Civic Intelligence

Greenpath Inc.

990 • Fiscal year 2017 • EIN 38-6142925

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 05, 2018

36500 Corporate DriveFarmington Hills, MI 48331

(248) 553-5400

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$55,347,490

Up $3,584,965 (+6.9%) from 2016

Net Assets

Up

$28,779,090

Up $1,421,693 (+5.2%) from 2016

Liabilities

Up

$26,568,400

Up $2,163,272 (+8.9%) from 2016

Revenue And Expenses

Revenue

Up

$38,125,402

Up $1,240,085 (+3.4%) from 2016

Expenses

Up

$38,493,776

Up $1,964,171 (+5.4%) from 2016

Net Income

Down

-$368,374

Down $724,086 (-204%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2010: $38,948,108Liabilities 2010: $19,394,897Net Assets 2010: $19,553,2112010Assets 2011: $61,228,755Liabilities 2011: $41,749,755Net Assets 2011: $19,479,0002011Assets 2012: $54,313,472Liabilities 2012: $32,866,652Net Assets 2012: $21,446,8202012Assets 2013: $54,022,599Liabilities 2013: $30,891,715Net Assets 2013: $23,130,8842013Assets 2014: $53,610,030Liabilities 2014: $27,635,733Net Assets 2014: $25,974,2972014Assets 2015: $50,692,107Liabilities 2015: $23,879,031Net Assets 2015: $26,813,0762015Assets 2016: $51,762,525Liabilities 2016: $24,405,128Net Assets 2016: $27,357,3972016Assets 2017: $55,347,490Liabilities 2017: $26,568,400Net Assets 2017: $28,779,0902017Assets 2018: $53,018,839Liabilities 2018: $25,655,020Net Assets 2018: $27,363,8192018Assets 2019: $53,248,572Liabilities 2019: $25,321,333Net Assets 2019: $27,927,2392019Assets 2020: $62,132,336Liabilities 2020: $29,423,873Net Assets 2020: $32,708,4632020Assets 2021: $64,402,300Liabilities 2021: $23,174,465Net Assets 2021: $41,227,8352021Assets 2022: $58,285,070Liabilities 2022: $20,259,921Net Assets 2022: $38,025,1492022Assets 2023: $68,941,571Liabilities 2023: $21,454,999Net Assets 2023: $47,486,5722023Assets 2024: $69,133,447Liabilities 2024: $19,879,892Net Assets 2024: $49,253,5552024

Highlighted filing

2017

Assets$55,347,490
Liabilities$26,568,400
Net Assets$28,779,090

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $43,873,5502010Expenses 2011: $43,009,7112011Expenses 2012: $40,824,7282012Revenue 2013: $41,133,180Expenses 2013: $40,284,727Net Income 2013: $848,4532013Revenue 2014: $39,528,682Expenses 2014: $38,822,869Net Income 2014: $705,8132014Revenue 2015: $37,613,295Expenses 2015: $37,162,247Net Income 2015: $451,0482015Revenue 2016: $36,885,317Expenses 2016: $36,529,605Net Income 2016: $355,7122016Revenue 2017: $38,125,402Expenses 2017: $38,493,776Net Income 2017: -$368,3742017Revenue 2018: $38,145,658Expenses 2018: $41,216,783Net Income 2018: -$3,071,1252018Revenue 2019: $40,314,660Expenses 2019: $40,938,908Net Income 2019: -$624,2482019Revenue 2020: $44,875,928Expenses 2020: $40,939,709Net Income 2020: $3,936,2192020Revenue 2021: $48,847,735Expenses 2021: $40,056,549Net Income 2021: $8,791,1862021Revenue 2022: $41,665,634Expenses 2022: $43,449,321Net Income 2022: -$1,783,6872022Revenue 2023: $53,664,571Expenses 2023: $46,033,230Net Income 2023: $7,631,3412023Revenue 2024: $46,929,170Expenses 2024: $45,085,156Net Income 2024: $1,844,0142024

Highlighted filing

2017

Revenue$38,125,402
Expenses$38,493,776
Net Income-$368,374
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 5, 2018
Return Version
2017v2.3
Gross Receipts
$43,074,967
Mission and Program Overview

Mission

Empowering people to lead financially healthy lives by providing financial wellness and educational services across the usa, reaching 205,000+ households; partnering with 500+ institutions and 1,200+ community organizations.

Empowering people to lead financially healthy lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$30,434,758$30,304,344▼ $130,414
Investments in Publicly Traded Securities$7,266,907$7,087,934▼ $178,973
Accounts Receivable$2,451,832$4,761,417▲ $2,309,585
Cash and Non-Interest-Bearing Accounts$2,229,568$1,048,487▼ $1,181,081
Prepaid Expenses and Deferred Charges$644,058$713,288▲ $69,230
Intangible Assets$105,083$150,000▲ $44,917
Total Assets$51,762,525$55,347,490▲ $3,584,965
Other Assets Total$8,630,319$11,282,020▲ $2,651,701
Liabilities
Tax Exempt Bond Liabilities$13,209,275$12,822,091▼ $387,184
Other Liabilities$8,676,566$10,734,272▲ $2,057,706
Accounts Payable and Accrued Expenses$2,519,287$3,012,037▲ $492,750
Total Liabilities$24,405,128$26,568,400▲ $2,163,272
Net Assets / Fund Balance
Unrestricted Net Assets$27,357,397$28,779,090▲ $1,421,693
Total Net Assets Fund Balance$27,357,397$28,779,090▲ $1,421,693
Total Liabilities and Net Assets / Fund Balance$51,762,525$55,347,490▲ $3,584,965

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$19,718,609$3,592,527$23,311,136
Other Land Buildings$6,025,390$6,577,942$12,603,332
Equipment$860,345$5,505,788$6,366,133
Land$3,700,000-$3,700,000
Other Assets Org$1,542,890--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristen HoltPresident & CEOFT$309,773$87,735$397,508
Donna McneillChief Operating OfficerFT$243,604$90,557$334,161
Richard BialobrzeskiVice Pres of StrategyFT$174,967$73,942$248,909
Danielle Crane SauerChief Talent OfficerFT$176,583$64,399$240,982
Richard HollisCFOFT$170,042$64,173$234,215
Jennifer FraserDirector of Contact Center OperationsFT$43,351$145,587$188,938
Luisa-inex Schumacher RestoSVP Marketing - Former-$137,474$34,265$171,739
David BerenbaumCEO - Hpf-$43,588$30,858$74,446
Julie Ann SteinhagenSVP of Stakeholder EngagementFT$48,935$13,020$61,955
Gene SpencerSVP of Policy & ResearchFT$53,018$5,208$58,226
Kent SchoenGeneral CounselFT$49,424$8,113$57,537
Jennifer FraserDirector of Contact Center Operation-$37,684$12,806$50,490
Barbara ClaySVP Strategy & Product DevelopmentFT$6,322$3,209$9,531

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Pitch Black Media LLCMarketing24242 WOODWARD AVE SUITE 100, Pleasant Ridge, MI 48069$314,901
Atomic Object LLCIt Services1034 WEALTHY STREET SE, Grand Rapids, MI 49506$309,004
Creative Dining ServicesFood Services1 ROYAL PARK DRIVE SUITE 3, Zeeland, MI 49464$134,595
Aaro CompaniesFacility Services24643 HOOVER RD, Warren, MI 48089$133,204
AdpPayroll ServicesPO BOX 842875, Boston, MA 02284$125,839
Revenue and Support

Revenue Composition

Contributions and Grants
$10,032,527
Program Service Revenue
$27,992,260
Investment Income
$89,815
Other Revenue
$10,800
All Other Contributions
$4,483,847
Change in Net Assets
$-368,374
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$28,264,118
Other Expenses$10,229,658
Total Fundraising Expense$1,030,947
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$20,308,284$1,318,508$778,477$22,405,269
Other Employee Benefits$2,275,969$441,422$52,192$2,769,583
Office Expenses$2,365,300$188,469$19,110$2,572,879
Payroll Taxes$1,659,346$108,995$56,258$1,824,599
Depreciation Depletion$1,722,779$18,731$107$1,741,617
Occupancy$1,522,117--$1,522,117
Travel$668,164$134,135$31,318$833,617
Advertising$567,605$4,072$73,633$645,310
Pension Plan Contributions$585,231$27,862$19,852$632,945
Current Officers, Directors, Trustees, and Key Employees-$631,722-$631,722
Fees for Services Other$399,348$34,788-$434,136
Interest$286,259--$286,259
Insurance$66,136$142,935-$209,071
Fees for Services Management-$117,602-$117,602
Other Expenses$187,690$114,807-$114,807
Fees for Services Accounting-$111,336-$111,336
Fees for Services Legal$2,598$77,942-$80,540
Fees for Services Lobbying$54,000--$54,000
All Other Expenses$21,894--$21,894
Total Functional Expenses$33,950,336$3,512,493$1,030,947$38,493,776
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Client Deposits$9,191,382
Capital Lease Obligations$1,542,890

Bond Issues

BondIssuerIssuedIssue PricePurpose
AMichigan Strategic Fund2011-02-01$19,000,000Construction of new headquarters

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$19,000,000-$790,296$236,806

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
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 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

Management e-mails a draft copy to all board of director members, and feedback is sought from the board of director members prior to filing the 990 return.

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

Greenpath requires officers, directors and key employees to complete a conflict of interest disclosure form annually. This form asks for any material interests or affiliation which are, or are likely to become, conflicts of interest. Potential conflict circumstances which arise during the course of the year are required to be reported to the board of directors. Board members must excuse themselves from discussion about or voting on any transactions in which they may have a conflict of interest.

Form 990, Part VI, Section B, Line 15

The board relies on an independent, third party compensation consultant to collect comparability data, assess market trends and make recommendations on the ceo's compensation package. The sample of comparable organizations is composed of organizations from which greenpath might recruit a future ceo or which might have an interest in trying to recruit greenpath's ceo and which additionally are located in labor markets where greenpath has significant presence. Specific degree of comparability is based on a) gross receipts and b) total assets. The board approval of the president/ceo's compensation is documented in the board minutes.

Form 990, Part VI, Section C, Line 19

Greenpath's 990 is available at www.guidestar.org or upon request. The annual report, governing documents, conflict of interest policy and financial statements are also available upon request.

Filing and Contact Details

Filer

Filer Name
Greenpath Inc
EIN
38-6142925
Phone
2485535400
Address
36500 CORPORATE DRIVE, FARMINGTON HILLS, MI 48331

Signing Officer

Name
Kristen Holt
Title
President & CEO
Phone
2485535400
Signed
2018-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristen Holt
Formed
1967
Legal Domicile
Mi
Voting Board Members
13
Independent Board Members
13
Employees
651
Volunteers
1

Preparer

Firm
Cliftonlarsonallen Llp
Address
ONE SEAGATE SUITE 2650, TOLEDO, OH 43604-1558
Preparer
William M Scott
Phone
4192443711
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in fair value of interest rate swap agreement 100,511. Excess of assets acquired over purchase price 1,400,253.

Financial Statement Notes

PART X, LINE 2:

The organization is exempt from federal income taxes under section 501(c)(3) of the internal revenue code. The organization determined it was not required to record a liability related to uncertain tax positions at december 31, 2017.

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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1326465
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1423661
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1522913
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1630048
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1720435
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1827233
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1927682
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt208505
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2127498
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2216803
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2326925
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt247767
IRS990/Form990PartVIISectionAGrp/PersonNm0JANE SYDLOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN FRITH
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL POULOS
IRS990/Form990PartVIISectionAGrp/PersonNm3WILLIAM RICHARDS
IRS990/Form990PartVIISectionAGrp/PersonNm4MARK DUHAIME
IRS990/Form990PartVIISectionAGrp/PersonNm5BRUCE GOTTSCHALL
IRS990/Form990PartVIISectionAGrp/PersonNm6SANJEEV HANDA
IRS990/Form990PartVIISectionAGrp/PersonNm7CHRIS HERBERT
IRS990/Form990PartVIISectionAGrp/PersonNm8CAREY PACHLA
IRS990/Form990PartVIISectionAGrp/PersonNm9BRUCE PARADIS
IRS990/Form990PartVIISectionAGrp/PersonNm10DEIERDRE WEIR
IRS990/Form990PartVIISectionAGrp/PersonNm11ANTHONY ZAMBELLI
IRS990/Form990PartVIISectionAGrp/PersonNm12DONNA VENTIMIGLIA
IRS990/Form990PartVIISectionAGrp/PersonNm13KRISTEN HOLT
IRS990/Form990PartVIISectionAGrp/PersonNm14RICHARD HOLLIS
IRS990/Form990PartVIISectionAGrp/PersonNm15RICHARD BIALOBRZESKI
IRS990/Form990PartVIISectionAGrp/PersonNm16DONNA MCNEILL
IRS990/Form990PartVIISectionAGrp/PersonNm17DANIELLE CRANE SAUER
IRS990/Form990PartVIISectionAGrp/PersonNm18KENT SCHOEN
IRS990/Form990PartVIISectionAGrp/PersonNm19DAVID BERENBAUM
IRS990/Form990PartVIISectionAGrp/PersonNm20GENE SPENCER
IRS990/Form990PartVIISectionAGrp/PersonNm21JULIE ANN STEINHAGEN
IRS990/Form990PartVIISectionAGrp/PersonNm22BARBARA CLAY
IRS990/Form990PartVIISectionAGrp/PersonNm23JENNIFER FRASER
IRS990/Form990PartVIISectionAGrp/PersonNm24LUISA-INEX SCHUMACHER RESTO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13371043
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14210554
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15225996
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16304113
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17220547
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1849509
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1968182
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2054450
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2154490
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt229302
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2343351
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24163972
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt18135125
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19290820
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20127506
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt21131643
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt22207531
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt23118662
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE PRES OF STRATEGY
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHIEF TALENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt18GENERAL COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt19CEO - HPF
IRS990/Form990PartVIISectionAGrp/TitleTxt20SVP OF POLICY & RESEARCH
IRS990/Form990PartVIISectionAGrp/TitleTxt21SVP OF STAKEHOLDER ENGAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22SVP STRATEGY & PRODUCT DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR OF CONTACT CENTER OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt24SVP MARKETING - FORMER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-116908
IRS990/GainOrLossGrp/SecuritiesAmt0-48436
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt05548680
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01883716
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02900505
IRS990/GrossReceiptsAmt043074967
IRS990/GrossRentsGrp/RealAmt010800
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0142935
IRS990/InsuranceGrp/ProgramServicesAmt066136
IRS990/InsuranceGrp/TotalAmt0209071
IRS990/IntangibleAssetsGrp/BOYAmt0105083
IRS990/IntangibleAssetsGrp/EOYAmt0150000
IRS990/InterestGrp/ProgramServicesAmt0286259
IRS990/InterestGrp/TotalAmt0286259
IRS990/InvestmentIncomeGrp/ExclusionAmt0255159
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0255159
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07266907
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07087934
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt070
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt015676257
IRS990/LandBldgEquipBasisNetGrp/BOYAmt030434758
IRS990/LandBldgEquipBasisNetGrp/EOYAmt030304344
IRS990/LandBldgEquipCostOrOtherBssAmt045980601
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt02000624
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02948941
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0EMPOWERING PEOPLE TO LEAD FINANCIALLY HEALTHY LIVES BY PROVIDING FINANCIAL WELLNESS AND EDUCATIONAL SERVICES ACROSS THE USA, REACHING 187,000+ HOUSEHOLDS; PARTNERING WITH 500+ INSTITUTIONS AND 1,200+ COMMUNITY ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt027357397
IRS990/NetAssetsOrFundBalancesEOYAmt028779090
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-165344
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-165344
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt010800
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt010800
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0289303
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt01522117
IRS990/OccupancyGrp/TotalAmt01522117
IRS990/OfficeExpensesGrp/FundraisingAmt019110
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0188469
IRS990/OfficeExpensesGrp/ProgramServicesAmt02365300
IRS990/OfficeExpensesGrp/TotalAmt02572879
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$69.1$19.9$49.3$46.9$45.1$1.84
2023Detailed filing. Detailed filing data is available for this year.$68.9$21.5$47.5$53.7$46.0$7.63
2022Detailed filing. Detailed filing data is available for this year.$58.3$20.3$38.0$41.7$43.4$1.78
2021Detailed filing. Detailed filing data is available for this year.$64.4$23.2$41.2$48.8$40.1$8.79
2020Detailed filing. Detailed filing data is available for this year.$62.1$29.4$32.7$44.9$40.9$3.94
2019Detailed filing. Detailed filing data is available for this year.$53.2$25.3$27.9$40.3$40.9$0.62
2018Detailed filing. Detailed filing data is available for this year.$53.0$25.7$27.4$38.1$41.2$3.07
2017Detailed filing. Detailed filing data is available for this year.$55.3$26.6$28.8$38.1$38.5$0.37
2016Detailed filing. Detailed filing data is available for this year.$51.8$24.4$27.4$36.9$36.5$0.36
2015Detailed filing. Detailed filing data is available for this year.$50.7$23.9$26.8$37.6$37.2$0.45
2014Detailed filing. Detailed filing data is available for this year.$53.6$27.6$26.0$39.5$38.8$0.71
2013Detailed filing. Detailed filing data is available for this year.$54.0$30.9$23.1$41.1$40.3$0.85
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.3$32.9$21.4$40.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.2$41.7$19.5$43.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.9$19.4$19.6$43.9