Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Generational Wealth Educators
990EZ • Fiscal year 2023 • 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
58th percentile
Higher net margin than 58% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 24.7% of source-year revenue.
Asset Growth
86th percentile
Faster asset growth than 86% of similar nonprofits.
Revenue Growth
79th percentile
Faster revenue growth than 79% of similar nonprofits.
Balance Sheet
Assets
Up$43,382
Up $14,568 (+51%) from 2022
Net Assets
Up$43,382
Up $14,568 (+51%) from 2022
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$119,642
Up $44,044 (+58%) from 2022
Expenses
Up$105,074
Up $58,290 (+125%) from 2022
Net Income
Down$14,568
Down $14,246 (-49%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2023 to Dec 31, 2023
- Signed
- May 13, 2024
- Return Version
- 2023v5.0
- Gross Receipts
- $170,099
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. | $3,200 | $58,610 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JASMINE HALL | Executive Di | - | $29,600 | - | $29,600 |
| LARHONDA JONES | Finance Mana | - | $4,025 | - | $4,025 |
| BRETT CABAN | Chief Tech. | - | $2,500 | - | $2,500 |
| DEJA HALL | President | - | $1,629 | - | $1,629 |
| BRODERICK GAINES | Director | - | $1,350 | - | $1,350 |
| KAYLA JONES | Secretary | - | $0 | - | - |
| LYKESHA GRANT | Director | - | $0 | - | - |
| GORATA MALOSE | Assis. Fundr | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Stadium Sales | $169,809 | $169,809 | $50,457 | $119,352 |
| Total Events | $169,809 | $169,809 | $50,457 | $119,352 |
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
- Deja Hall
- Title
- President
- Phone
- 9802084043
- Signed
- 2024-05-13
- 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 8
“Miscellaneous 50 total 50”
Form 990-ez, Part I, Line 16
“Expenses advertising and promotion 1,476 office expense 2,408 supplies 593 website 1,087 travel 43 conferences/meetings 1,068 insurance 1,715 bank charges 573 dues & subscriptions 12,499 training 108 total 21,570”
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 Appendix155 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | MELAYNE HAMMOND |
| 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/BOYAmt | 0 | 28814 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 43382 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 236 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 14568 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 79531 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 28814 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 43382 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 169809 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 3200 |
| IRS990EZ/GrossReceiptsAmt | 0 | 170099 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 4 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 28814 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 43382 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 28814 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 43382 |
| 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/AverageHrsPerWkDevotedToPosRt | 7 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 1629 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 1350 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 2500 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 29600 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 4025 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | DEJA 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 | LARHONDA JONES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | GORATA MALOSE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| 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 | FINANCE MANA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | ASSIS. FUNDR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 21570 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 50 |
| 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 | 773 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | GWE HELPS FAMILIES CREATE GENERATIONAL LEGACIES BY PROMOTING FINANCIAL AND MENTAL WELLNESS, INVESTING, AND HOMEOWNERSHIP TO UNDERSERVED COMMUNITIES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 3200 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 58610 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 50457 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 119352 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 105074 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 58610 |
| IRS990EZ/TotalRevenueAmt | 0 | 119642 |
| 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 | 236 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 3855 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 4091 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 4 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 5 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 273510 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 4091 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 236 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 3855 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 4091 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 4096 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 50457 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | STADIUM SALES |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 169809 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 169809 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 169809 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 169809 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 119352 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 50457 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 50457 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | MISCELLANEOUS 50 TOTAL 50 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES ADVERTISING AND PROMOTION 1,476 OFFICE EXPENSE 2,408 SUPPLIES 593 WEBSITE 1,087 TRAVEL 43 CONFERENCES/MEETINGS 1,068 INSURANCE 1,715 BANK CHARGES 573 DUES & SUBSCRIPTIONS 12,499 TRAINING 108 TOTAL 21,570 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DEJA HALL |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9802084043 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-05-13 |
| 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 | 2024-05-13 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | SHELTON M ENNIS CPA |
| ReturnHeader/ReturnTs | 0 | 2024-05-15T08:16:42-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | DEJA |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | HALL |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $43,382
- Liabilities
- -
- Net assets
- $43,382
- Revenue
- $119,642
- Expenses
- $105,074
- Net income
- $14,568
| 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 | |