Civic Intelligence

Foundation for Financial Wellness

EIN 80-0761558 • 501(c)3 • Parker, CO

Profile

The Foundation of Financial Wellness is a non-profit organization whose goal ist ot promote financial literacy in the workplace through a behavior-based curriculum. The foundation utilizes a national network of instructors to deliver financila wellness courses in an objective, non-solicitous manner.

17545 Celestine CourtParker, CO 80134-9171

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

97th percentile

319%

Faster asset growth than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

96th percentile

256%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$23,384

Up $17,806 (+319%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin98th percentile

Revenue

Up

$23,462

Up $16,873 (+256%) from 2018

Expenses

Down

$78

Down $1,922 (-96%) from 2018

Net Income

Up

$23,384

Up $18,795 (+410%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

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

$30K$20K$10K$0-$10KAssets 2013: $1,748Liabilities 2013: $1,931Net Assets 2013: -$1832013Assets 2014: $2,814Liabilities 2014: $5,936Net Assets 2014: -$3,1222014Assets 2015: $4,984Liabilities 2015: $5,936Net Assets 2015: -$9522015Assets 2016: $989Liabilities 2016: $0Net Assets 2016: $9892016Assets 2017: $5,068Liabilities 2017: $02017Assets 2018: $5,578Liabilities 2018: $02018Assets 2019: $23,384Liabilities 2019: $02019

Highlighted filing

2019

Assets$23,384
Liabilities$0
Net Assets-
Open 2019 Filing

Operations Trend

Revenue Growth96th percentile

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

$30K$20K$10K$0-$10KRevenue 2013: $24,826Expenses 2013: $20,744Net Income 2013: $4,0822013Revenue 2014: $6,000Expenses 2014: $8,939Net Income 2014: -$2,9392014Revenue 2015: $5,274Expenses 2015: $3,104Net Income 2015: $2,1702015Revenue 2016: $4,200Expenses 2016: $2,259Net Income 2016: $1,9412016Revenue 2017: $4,171Expenses 2017: $92Net Income 2017: $4,0792017Revenue 2018: $6,589Expenses 2018: $2,000Net Income 2018: $4,5892018Revenue 2019: $23,462Expenses 2019: $78Net Income 2019: $23,3842019

Highlighted filing

2019

Revenue$23,462
Expenses$78
Net Income$23,384
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$23,384
Liabilities
$0
Net assets
-
Revenue
$23,462
Expenses
$78
Net income
$23,384
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Summary only. Only limited summary data is available for this year.$23.4$0.00$23.5$0.08$23.4
2018Summary only. Only limited summary data is available for this year.$5.58$0.00$6.59$2.00$4.59
2017Summary only. Only limited summary data is available for this year.$5.07$0.00$4.17$0.09$4.08
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$4.20$2.26$1.94
2015Detailed filing. Detailed filing data is available for this year.$4.98$5.94$0.95$5.27$3.10$2.17
2014Detailed filing. Detailed filing data is available for this year.$2.81$5.94$3.12$6.00$8.94$2.94
2013Detailed filing. Detailed filing data is available for this year.$1.75$1.93$0.18$24.8$20.7$4.08
Latest Detailed Filing

The latest 2019 filing currently has summary financial data only. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 17, 2017
Return Version
2016v3.0
Gross Receipts
$4,200
Mission and Program Overview

Mission

To promote financial literacy

Program Services

DescriptionGrantsExpenses
The foundation provided employees with knowledge to help them better understand company benefits budgeting and basis financial management--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brent HinesPresidentPT$0--
Amy HinesVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Foundation for Financial Wellness
EIN
80-0761558
Address
17545 Celestine Court, Parker, CO 80134-9171

Signing Officer

Name
Brent Hines
Title
President
Phone
3035157631
Signed
2017-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Fusions Consultant
Address
10038 Chelsmford Terrace, Parker, CO 80134
Preparer
Paul Ng
Phone
4159878779
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountMeals 50% 32Office Supplies 5Seminar 99Service Charges 104Technology 43Travel 269”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearAccts Payable & Accrued Exp 5,936 0”

Raw XML Appendix117 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Parker
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0801349171
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04984
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0989
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01941
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01700
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0989
IRS990EZ/GrossReceiptsAmt04200
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-952
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0989
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-952
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0552
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote financial literacy
IRS990EZ/PrintingPublicationsPostageAmt07
IRS990EZ/ProgramServiceRevenueAmt04200
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The foundation provided employees with knowledge to help them better understand company benefits budgeting and basis financial management
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05936
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02259
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt04200
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMeals 50% 32Office Supplies 5Seminar 99Service Charges 104Technology 43Travel 269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearAccts Payable & Accrued Exp 5,936 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03035157631
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Foundation for Financial Wellness
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0800761558
ReturnHeader/Filer/USAddress/AddressLine1Txt017545 Celestine Court
ReturnHeader/Filer/USAddress/CityNm0Parker
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ReturnHeader/Filer/USAddress/ZIPCd0801349171
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.78.108.150
ReturnHeader/FilingSecurityInformation/IPDt02017-10-05
ReturnHeader/FilingSecurityInformation/IPTm020:26:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205766522
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fusions Consultant
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010038 Chelsmford Terrace
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Parker
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080134
ReturnHeader/PreparerPersonGrp/PhoneNum04159878779
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul Ng
ReturnHeader/ReturnTs02017-10-05T20:25:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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