nonprofit logo

Financial Pathways Of The Piedmont

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 561015074 ✦ Winstonsalem, NC ✦ Designated as a 501(c)(3)

Overview

What is Financial Pathways Of The Piedmont?

Financial Pathways of the Piedmont is a nonprofit organization situated in Winston-Salem, North Carolina. Their primary mission is to deliver professional financial education and counseling services, focusing on personal money management, debt reduction programs, and comprehensive housing counseling. They aim to promote the wise use of credit and improve the financial well-being of various community segments. Additionally, they manage the Representative Payee Program, authorized by the Social Security Administration, which assists individuals who cannot manage their own funds by receiving and managing their monthly SSA/SSI funds. This program supports their clients in maintaining financial stability and fostering independent living.


Official website here: www.financialpaths.org

Is Financial Pathways Of The Piedmont legitimate?

Financial Pathways Of The Piedmont is a legitimate nonprofit organization registered as a 501(c)(3) entity. Financial Pathways Of The Piedmont submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.

Here are some key statistics you may want to consider:

Executive Compensation: $126,839
Professional Fundraising Fees: $0
Other Salaries and Wages: $706,215

For more financial information, click here


Official website here: www.financialpaths.org

What is the mission statement of Financial Pathways Of The Piedmont?

Financial Pathways Of The Piedmont is dedicated to delivering professional education, debt reduction programs, comprehensive housing counseling, and advice on the wise use of credit to various segments of the community. Their mission is to improve the financial well-being of these communities by offering counseling services related to personal money management, debt reduction, and the responsible use of credit. Through these initiatives, Financial Pathways Of The Piedmont aims to empower individuals and families to manage their finances more effectively. Additionally, the organization provides a Representative Payee program, authorized by the Social Security Administration, which helps clients manage their monthly SSA/SSI funds and promote independent living.


Official website here: www.financialpaths.org

Who is the CEO of Financial Pathways Of The Piedmont?

Phyllis Caldwell-George is the President & of Financial Pathways Of The Piedmont.


Official website here: www.financialpaths.org

What is the revenue of Financial Pathways Of The Piedmont?

Financial Pathways Of The Piedmont's revenue in 2022 was $1,849,365.


Official website here: www.financialpaths.org

Who are the executives of Financial Pathways Of The Piedmont and what are their salaries?

The average compensation at Financial Pathways Of The Piedmont during 2022 was $37,866. There are 22 employees and 30 volunteers at Financial Pathways Of The Piedmont.

Here are 21 key members and their salaries:

    Phyllis Caldwell-George (President &)
  • Compensation: $116,454
  • Related: $0
  • Other: $6,930

    • Martha Logemann (Board Member) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Rik Kielbasa Beg 612022 (Board Member) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Andy Harding (Board Member) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Ronda Mays (Board Member) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Scott Lefelar (Board Member) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Michelle Koster (Board Member) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Patrice Toney Beg 512022 (Board Member) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Jamarkus Swinson (Board Member) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Dr Sherri Lawson-Clark (Board Member) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Dr Aparna Gosavi (Board Member) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Crissy Dixon (Board Member) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Jim Cowles (Board Member) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Brent Carlton (Board Member) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Amber Morris 12022-52022 (Board Member) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Veronica Calderon (Board Member) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Mike Fisher (Board Chair) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Kathy Cissna (Immediate Pa) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Joe Carroll (Treasurer) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Lynn Spillman (Secretary) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Kevin S Osborne (Vice Chair) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0


  • Official website here: www.financialpaths.org

    Where can I find the form 990 for Financial Pathways Of The Piedmont?

    The Financial Pathways Of The Piedmont’s most recent form 990 was submitted in 2022 and can be accessed here


    Official website here: www.financialpaths.org

    Learn more at the official website: www.financialpaths.org

    Mission Statement of Financial Pathways Of The Piedmont

    Financial Pathways of the Piedmont is dedicated to delivering professional education and counseling services aimed at enhancing the financial well-being of various community segments. Their mission involves providing instruction on personal money management, debt reduction programs, comprehensive housing counseling, and the wise use of credit. By offering these resources, Financial Pathways of the Piedmont aims to empower individuals and improve their financial stability.

    One of the key programs they offer is the Representative Payee Program, authorized by the Social Security Administration. This program allows Financial Pathways of the Piedmont to manage monthly SSA/SSI funds on behalf of clients who are unable to manage their finances independently. The case managers assigned to these clients work diligently to maintain their financial well-being and support their journey towards independent living. This program is a testament to Financial Pathways of the Piedmont's commitment to helping individuals overcome financial challenges and improve their overall quality of life.

    Impact

    This information is meant to be a general summary of Financial Pathways Of The Piedmont. Please take the time to review official sources before making any decisions based upon the content provided here.




    Saturday, July 20, 2024

    Financial Pathways Of The Piedmont delivers professional consumer education, debt reduction programs, comprehensive housing counseling, and information on the wise use of credit to all segments of the community, aiming to improve their financial well-being. Additionally, the organization runs a Representative Payee program authorized by the Social Security Administration to manage funds for clients who cannot do so themselves. This initiative helps clients maintain financial stability and encourages independent living. The organization's mission is to provide education and counseling services on personal money management, debt reduction, housing counseling, and credit usage to enhance the financial well-being of the community.





    Financials

    This financial information is from Propublica.

    Revenue
    Expenses
    Efficiency

    Other financial information:

    This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $21
  • Program Service Revenue: $298,947
  • Gross Receipts: $1,857,451

    • Assets and Liabilities:
  • Total Assets: $1,642,751
  • Total Liabilities: $1,074,054
  • Net Assets: $568,697
  • Programs

    Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

    CLIENT FEES

    Revenue

    $249,580

    CONTRACT COUNSELING

    Revenue

    $39,940

    DEBT MANAGEMENT PROGRAM FEES

    Revenue

    $9,427

    Organization Details

    Founding Year

    1972

    Principal Officer

    Phyllis Caldwell-George

    Main Address

    7820 NORTH POINT BLVD, WINSTONSALEM, NC, 27106

    NTEE Category

    Code: P51 - Human services

    If you are a representative of Financial Pathways Of The Piedmont and wish to learn more about how Give Freely can help you raise funds, please click here: https://givefreely.com/nonprofits/. Our services are offered at no cost to your organization.