Civic Intelligence

Wealthy Habits Inc

EIN 88-0976683 • 501(c)3 • Atlanta, GA

990-N CoverageNTEE B90

Profile

Teaching wealth habits to youths

1200 Ashwood Parkway Ste 155Atlanta, GA 30338
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$118,154

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

100th percentile

3948%

Faster asset growth than 100% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

3852%

Faster revenue growth than 100% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$2,070,021

Up $2,018,889 (+3948%) from 2023

Liabilities

Up

$4,407

Up $3,691 (+516%) from 2023

Net Assets

Up

$2,065,614

Up $2,015,198 (+3997%) from 2023

Operations
Liabilities / Revenue22nd percentileNet Margin97th percentile

Revenue

Up

$2,363,248

Up $2,303,442 (+3852%) from 2023

Expenses

Up

$348,050

Up $338,660 (+3607%) from 2023

Net Income

Up

$2,015,198

Up $1,964,782 (+3897%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth100th percentile

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

$3.0M$2.0M$1.0M$0Assets 2023: $51,132Liabilities 2023: $716Net Assets 2023: $50,4162023Assets 2024: $2,070,021Liabilities 2024: $4,407Net Assets 2024: $2,065,6142024

Highlighted filing

2024

Assets$2,070,021
Liabilities$4,407
Net Assets$2,065,614
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

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

$3.0M$2.0M$1.0M$0Revenue 2023: $59,806Expenses 2023: $9,390Net Income 2023: $50,4162023Revenue 2024: $2,363,248Expenses 2024: $348,050Net Income 2024: $2,015,1982024

Highlighted filing

2024

Revenue$2,363,248
Expenses$348,050
Net Income$2,015,198
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
$2,070,021
Liabilities
$4,407
Net assets
$2,065,614
Revenue
$2,363,248
Expenses
$348,050
Net income
$2,015,198
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$0.00$2.07$2.36$0.35$2.02
2023Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.06$0.01$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 3, 2025
Return Version
2024v5.2
Gross Receipts
$2,363,248
Mission and Program Overview

Mission

Teaching wealth habits to youths

Wealth Habits programs teach financial literacy to a target audience of 11-18 years olds.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$1,987,910-
Cash and Non-Interest-Bearing Accounts$47,142$82,111▲ $34,969
Prepaid Expenses and Deferred Charges$3,990--
Total Assets$51,132$2,070,021▲ $2,018,889
Liabilities
Other Liabilities$716$4,407▲ $3,691
Total Liabilities$716$4,407▲ $3,691
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$50,416$2,065,614▲ $2,015,198
Total Net Assets Fund Balance$50,416$2,065,614▲ $2,015,198
Total Liabilities and Net Assets / Fund Balance$51,132$2,070,021▲ $2,018,889
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Tracy TannerDirector SecretaryFT$118,154$118,154

Board Members and Trustees

NameTitle
Yini MccainChair
Amy HennessyVice Chair
Michelle StubbsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,222,674
Program Service Revenue
$128,927
Investment Income
$11,647
Other Revenue
$0
Change in Net Assets
$2,015,198
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$222,335
Other Expenses$125,715
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$150,298$50,099-$200,397
Fees for Services Other$107,497--$107,497
Advertising$17,609--$17,609
Payroll Taxes$11,106$3,702-$14,808
Other Employee Benefits$5,350$1,780-$7,130
Office Expenses-$609-$609
Total Functional Expenses$291,860$56,190$0$348,050
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
American Expesss Credit Card$4,407
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Governing body meeting documentation Part VI line 8A

“No governing body documentation.”

Committee meeting documentation Part VI line 8B

“No committee documentation.”

Form 990 governing body review Part VI line 11

“No review was conducted or will be conducted.”

Governing documents etc available to public Part VI line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Wealthy Habits Inc
EIN
88-0976683
In Care Of
% TRACY TANNER
Phone
8778295500
Address
1200 ASHWOOD PARKWAY STE 155, ATLANTA, GA 30338

Signing Officer

Name
Tracy Tanner
Title
Director Secretary
Phone
4048891377
Signed
2025-09-03
Discuss with paid preparer
No

Organization Details

Formed
2017
Legal Domicile
Ga
Voting Board Members
4
Independent Board Members
3
Employees
7

Preparer

Firm
Levis Seguin Cpas
Address
158 CLEVELAND ST, Elyria, OH 44035
Preparer
James Levis
Phone
4403224490
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Subcontractors 56,655 facility expenses 15,900 other expenses 2,163 insurance 4,047 processing fees 3,930 subscriptions 9,123 program supplies 6,323 travel 3,688 program prize/awards 5,668”

Raw XML Appendix308 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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