Civic Intelligence

Community Financial Wellness

EIN 99-1383499 • 501(c)3 • Columbus, OH

Pub. 78 Eligible

Profile

The community financial wellness program offers free financial education delivered through nonprofit partner organizations to help community members improve their financial wellbeing. The program serves as a complementary service that partner organizations can provide to their existing clients. At its core is a structured seven-module online learning program covering understanding money management, developing a healthy money mindset, managing credit and debt, organizing money, saving for the future, preparing for the unexpected, and housing and homeownership.cfw encourages practical application of what they've learned through support and incentives. The education is human-centered and accessible, designed with input from the participant audience to ensure it's relatable, easy to use, and free of stigma or shame. After completing the program, participants are connected to additional resources and support to continue their financial wellness journey.

4320 Bear Tooth CourtColumbus, OH 43230

communityfinancialwellness.org

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 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

63rd percentile

9.3%

Higher net margin than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

$64,748

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$64,748

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin63rd percentile

Revenue

$264,565

No earlier filing loaded for comparison.

Expenses

$239,901

No earlier filing loaded for comparison.

Net Income

$24,664

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2024: $64,748Liabilities 2024: $0Net Assets 2024: $64,7482024

Highlighted filing

2024

Assets$64,748
Liabilities$0
Net Assets$64,748
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0Revenue 2024: $264,565Expenses 2024: $239,901Net Income 2024: $24,6642024

Highlighted filing

2024

Revenue$264,565
Expenses$239,901
Net Income$24,664
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
$64,748
Liabilities
$0
Net assets
$64,748
Revenue
$264,565
Expenses
$239,901
Net income
$24,664
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$2.65$2.40$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$264,565
Mission and Program Overview

Mission

The community financial wellness program offers free financial education delivered through nonprofit partner organizations to help community members improve their financial wellbeing. The program serves as a complementary service that partner organizations can provide to their existing clients. At its core is a structured seven-module online learning program covering understanding money management, developing a healthy money mindset, managing credit and debt, organizing money, saving for the future, preparing for the unexpected, and housing and homeownership.cfw encourages practical application of what they've learned through support and incentives. The education is human-centered and accessible, designed with input from the participant audience to ensure it's relatable, easy to use, and free of stigma or shame. After completing the program, participants are connected to additional resources and support to continue their financial wellness journey.

Community financial wellness is an online financial education program open to anyone who is interested in learning the foundations of topics like: money management, credit and debt, taxes, insurance, and saving. We know that most people are not taught these concepts in school and that we all have different experiences and starting points with money. This program will help you build knowledge and confidence for a healthy financial future

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$64,748-
Total Assets$0$64,748▲ $64,748
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$64,748-
Total Net Assets Fund Balance$0$64,748▲ $64,748
Total Liabilities and Net Assets / Fund Balance$0$64,748▲ $64,748
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Kelly Clifford RiehlBoard Chair
Laura CookeBoard Member
Maggie WaltersBoard Member
Rebecca WigginsExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$264,507
Program Service Revenue
$0
Investment Income
$58
Other Revenue
$0
Change in Net Assets
$24,664
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$166,986
Salaries, Compensation, and Employee Benefits$72,915
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$165,433-$165,433
Other Salaries and Wages-$72,915-$72,915
Office Expenses-$1,553-$1,553
Total Functional Expenses$0$239,901$0$239,901
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
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Organization first return so no review process has been established.”

Form 990, Part VI, Section B, Line 15

“The board determines compensation ceo/ed and other key employee compensation.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Community Financial Wellness
EIN
99-1383499
Phone
6145630899
Address
4320 BEAR TOOTH COURT, COLUMBUS, OH 43230

Signing Officer

Name
Rebecca Wiggins
Title
Executive Director
Phone
6145630899
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rebecca Wiggins
Formed
2024
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
10

Preparer

Firm
Sb & Company LLC
Address
10200 GRAND CENTRAL AVE SUITE 250, OWINGS MILLS, MD 21117
Preparer
Pamela Gray
Phone
4105840060
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional services: program service expenses 0. Management and general expenses 165,433. Fundraising expenses 0. Total expenses 165,433.”

Raw XML Appendix262 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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