Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Generational Wealth Educators
990EZ • Fiscal year 2022 • EIN 87-0898692
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
84th percentile
Higher net margin than 84% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$28,814
No earlier filing loaded for comparison.
Net Assets
$28,814
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$75,598
No earlier filing loaded for comparison.
Expenses
$46,784
No earlier filing loaded for comparison.
Net Income
$28,814
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2022 to Dec 31, 2022
- Signed
- Mar 27, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $107,507
Mission and Program Overview
Mission
Generational wealth educators (gwe) is a non-profit entity that aims to create wealth within communities by providing free therapy sessions, wealth building courses, and a social community to lean on to help families along their journey. Gwe will promote mental wellness, healthy financial habits, and ultimately guiding families to create wealth for generations to come.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| GWE HELPS FAMILIES CREATE GENERATIONAL LEGACIES BY PROMOTING FINANCIAL AND MENTAL WELLNESS, INVESTING, AND HOMEOWNERSHIP TO UNDERSERVED COMMUNITIES. | - | $1,275 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JULIA HALL | Treasury | - | $0 | - | - |
| KAYLA JONES | President-Se | - | $0 | - | - |
| BRODERICK GAINES | Director | - | $0 | - | - |
| LYKESHA GRANT | Director | - | $0 | - | - |
| BRETT CABAN | Chief Tech. | - | $0 | - | - |
| JASMINE HALL | Executive Di | - | $0 | - | - |
| DEJA HALL | Assistant Ex | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Stadium Sales | $103,651 | $103,651 | $31,909 | $71,742 |
| Total Events | $103,651 | $103,651 | $31,909 | $71,742 |
Filing and Contact Details
Filer
- Filer Name
- Generational Wealth Educators
- EIN
- 87-0898692
- Phone
- 9802084043
- Address
- 1213 W MOREHEAD ST SUITE 500, CHARLOTTE, NC 28208
Signing Officer
- Name
- Julia Hall
- Title
- Treasury
- Phone
- 9802084043
- Signed
- 2023-03-27
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Joyce and Company CPA
- Address
- 104 BRADY CT, CARY, NC 27511
- Preparer
- Shelton M Ennis CPA
- Phone
- 9194660946
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses advertising and promotion 301 office expense 1,512 supplies 2,041 website 875 travel 225 conferences/meetings 1,069 insurance 1,384 bank charges 22 dues & subcriptions 6,591 total 14,020”
Form 990-ez, Part III
“Generational wealth educators (gwe) is a non-profit entity that aims to create wealth within communities by providing free therapy sessions, wealth building courses, and a social community to lean on to help families along their journey. Gwe will promote mental wellness, healthy financial habits, and ultimately guiding families to create wealth for generations to come.”
Raw XML Appendix144 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.
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|---|---|---|
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| IRS990EZ/AddressChangeInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | JASMINE HALL |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9802084043 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 5110 BIRCHBARK LANE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CHARLOTTE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 28227 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 28814 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 3855 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 28814 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 31605 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 28814 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 103651 |
| IRS990EZ/GrossReceiptsAmt | 0 | 107507 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitialReturnInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 1 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 28814 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 28814 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 659 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JULIA HALL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KAYLA JONES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | BRODERICK GAINES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LYKESHA GRANT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | BRETT CABAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JASMINE HALL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | DEJA HALL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TREASURY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT-SE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | CHIEF TECH. |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | EXECUTIVE DI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | ASSISTANT EX |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 14020 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | GENERATIONAL WEALTH EDUCATORS (GWE) IS A NON-PROFIT ENTITY THAT AIMS TO CREATE WEALTH WITHIN COMMUNITIES BY PROVIDING FREE THERAPY SESSIONS, WEALTH BUILDING COURSES, AND A SOCIAL COMMUNITY TO LEAN ON TO HELP FAMILIES ALONG THEIR JOURNEY. GWE WILL PROMOTE MENTAL WELLNESS, HEALTHY FINANCIAL HABITS, AND ULTIMATELY GUIDING FAMILIES TO CREATE WEALTH FOR GENERATIONS TO COME. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 500 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | GWE HELPS FAMILIES CREATE GENERATIONAL LEGACIES BY PROMOTING FINANCIAL AND MENTAL WELLNESS, INVESTING, AND HOMEOWNERSHIP TO UNDERSERVED COMMUNITIES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 1275 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 31909 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 71742 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 46784 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 1275 |
| IRS990EZ/TotalRevenueAmt | 0 | 75598 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.GWEDUCATORS.COM |
| IRS990ScheduleA/First5Years170Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 3855 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 3855 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 1 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 1 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 103651 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 3855 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 3855 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 3855 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 3856 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 31909 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | STADIUM SALES |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 103651 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 103651 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 103651 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 103651 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 71742 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 31909 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 31909 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES ADVERTISING AND PROMOTION 301 OFFICE EXPENSE 1,512 SUPPLIES 2,041 WEBSITE 875 TRAVEL 225 CONFERENCES/MEETINGS 1,069 INSURANCE 1,384 BANK CHARGES 22 DUES & SUBCRIPTIONS 6,591 TOTAL 14,020 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | GENERATIONAL WEALTH EDUCATORS (GWE) IS A NON-PROFIT ENTITY THAT AIMS TO CREATE WEALTH WITHIN COMMUNITIES BY PROVIDING FREE THERAPY SESSIONS, WEALTH BUILDING COURSES, AND A SOCIAL COMMUNITY TO LEAN ON TO HELP FAMILIES ALONG THEIR JOURNEY. GWE WILL PROMOTE MENTAL WELLNESS, HEALTHY FINANCIAL HABITS, AND ULTIMATELY GUIDING FAMILIES TO CREATE WEALTH FOR GENERATIONS TO COME. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JULIA HALL |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURY |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9802084043 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-03-27 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | GENERATIONAL WEALTH EDUCATORS |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | GENE |
| ReturnHeader/Filer/EIN | 0 | 870898692 |
| ReturnHeader/Filer/PhoneNum | 0 | 9802084043 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1213 W MOREHEAD ST SUITE 500 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CHARLOTTE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 28208 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 562202813 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | JOYCE AND COMPANY CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 104 BRADY CT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CARY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 27511 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9194660946 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-03-27 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | SHELTON M ENNIS CPA |
| ReturnHeader/ReturnTs | 0 | 2023-05-02T08:39:09-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JULIA |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | HALL |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $28,814
- Liabilities
- -
- Net assets
- $28,814
- Revenue
- $75,598
- Expenses
- $46,784
- Net income
- $28,814
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net Income |
| 2024Detailed filing. Detailed filing data is available for this year. | $0.40 | $0.40 | $1.24 | $1.34 | $0.11 | |
| 2023Detailed filing. Detailed filing data is available for this year. | $0.43 | $0.43 | $1.20 | $1.05 | $0.15 | |
| 2022Detailed filing. Detailed filing data is available for this year. | $0.29 | $0.29 | $0.76 | $0.47 | $0.29 | |