Foundation For Financial Wellness in Greenwood Village, Colorado (CO)

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Foundation For Financial Wellness
Employer Identification Number (EIN)800761558
Name of OrganizationFoundation For Financial Wellness
In Care of NameBrent Hines
Address6635 S Dayton St, Greenwood Village, CO 80134
Websitehttp://www.foundationforfinancialwellness.org
SubsectionEducational Organization, Charitable Organization
Ruling Date06/2014
DeductibilityContributions are deductible
FoundationOrganization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period2013
Assets$1 to $9,999
Income$10,000 to $24,999
Filing Requirement990 - Required to file Form 990-N - Income less than $25,000 per year
Asset Amount$1,748
Amount of Income$24,826
Form 990 Revenue Amount$24,826
National Taxonomy of Exempt Entities (NTEE)Human Services - Multipurpose and Other: Financial Counseling, Money Management


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Amount of income in 2013: $24,826
This organization: 

 $24,826
Other organizations performing similar types of work: 

 $156,466

Assets in 2013: $1,748
Foundation For Financial Wellness: 

 $1,748
Other organizations performing similar types of work: 

 $45,042

Expenses in 2013: $20,744
This organization: 

 $20,744
Other organizations performing similar types of work: 

 $135,428

Income to expenses ratio in 2013: 1.2
Foundation For Financial Wellness: 

 1.2
Other organizations performing similar types of work: 

 1.3

Grants share in income in 2013: 0.0%
Foundation For Financial Wellness: 

 0.0%
Other organizations performing similar types of work: 

 90.6%

Financial snapshot for 2013 ($)

Revenue, Expenses, and Changes in Net Assets or Fund Balances
2013
Total revenue$24,826
Contributions, gifts, grants, and similar amounts received$0
Program service revenue including government fees and contracts$24,826
Membership dues and assessments$0
Investment income$0
Gain/Loss from sale of assets other than inventory$0
Net income/loss from gaming and fundraising events$0
Gross profit/loss from sales of inventory$0
Other revenue$0
Total expenses$20,744
Total net assets$-183
Excess/Deficit for the year$4,082
Net assets or fund balances at beginning of year$-4,265
Other changes in net assets or fund balances$0
Net assets or fund balances at end of year$-183
Balance Sheets
2013
Total assets$1,748
Total liabilities$1,931
Net assets or fund balances$-183
Other Information
2013
Did the organization engage in any significant activity not previously reported to the IRS?No
Were any significant changes made to the organizing or governing documents?No
Did the organization have unrelated business gross income of $1,000 or more during the year from business activitiesNo
Has the organization filed a Form 990-T for the year?No
Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year?No
Amount of political expenditures, direct or indirect$0
Did the organization file Form 1120-POL for this year?No
Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return?Yes
Total amount involved$1,931
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ?No
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013)
2009 - 2013 Total
Public support$229,680
Subtotal$229,680
Gifts, grants, contributions, and membership fees received$0
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose$229,680
Gross receipts from activities that are not an unrelated trade or business under section 513$0
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
Less$0
Amounts received from disqualified persons$0
Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support$0
Total support$229,680
Public support$229,680
Subtotal$0
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$0
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975$0
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Arizona Home Foreclosure Prevention Funding Corporation1110 W Washington St, Phoenix, AZ 85007-2952AZ2012-06$15,481,201
2Trinity Credit Counseling Inc11229 Reading Rd, Cincinnati, OH 45241-2238OH1994-12$4,190,741
3Access Counseling Inc633 W 5th St Ste 26001, Los Angeles, CA 90071-2005CA2013-03$3,426,113
4National Budget Planners Of South Florida Inc6278 N Federal Hwy Ste 289, Fort Lauderdale, FL 33308-1916FL1999-02$3,209,932
5Share & Care House, Homeward Bound In PuyallupPo Box 800, Puyallup, WA 98371WA2000-08$3,155,848
6Abacus Credit Counseling17337 Ventura Blvd Ste 226, Encino, CA 91316-3999CA2009-12$2,592,547
7Mpowered2009 Wadsworth Blvd Ste 100, Lakewood, CO 80214-5731CO2002-09$778,591
8Community Enterprise Development Services1450 S Havana St Ste 504, Aurora, CO 80012-5079CO2012-08$561,127
9Cornerstone Credit Counselors Inc, Aabc-All About Bankruptcy & Credit6295 Lehman Dr Ste B101, Colorado Spgs, CO 80918-8433CO1996-07$231,554
10Foundation For Financial Wellness6635 S Dayton St, Greenwood Village, CO 80134CO2014-06$24,826
11B & H Financial Educators Inc8369 W 75th Way, Arvada, CO 80005-4532CO2002-09$1
12E & R Solutions Inc768 S Fairplay Ct, Aurora, CO 80012CO2003-05$0
13Fair Advisors Institute11421 Marks Drive, Conifer, CO 80433CO2011-01$0
14Geriatric Financial Tracking Services Inc14142 W Evans Cr, Lakewood, CO 80228CO2014-11$0
15Headway America, Access Ministries17400 Rimrock Drive, Golden, CO 80401CO2006-11$0
16Home Counseling Services5505 Arapahoe Ave, Boulder, CO 80303CO2009-02$0
17Hope Services Inc558 E Castle Pines Pkwy Ste B4-116, Castle Pines, CO 80108-3677CO2011-08$0
18Nabcap13864 E Bellewood Dr, Aurora, CO 80015CO2009-08$0
19Nurturing Our Village Association, Nova4316 Sable St, Denver, CO 80239-5072CO2011-07$0
20Port Of Light Financial Ministry5720 Zephyr St, Arvada, CO 80002CO2013-08$0
Number of organizations performing similar types of work
Alaska1
Alabama15
Arkansas13
Arizona28
California156
Colorado14
Connecticut7
District of Columbia14
Delaware5
Florida119
Georgia76
Hawaii3
Iowa14
Idaho7
Illinois62
Indiana14
Kansas6
Kentucky6
Louisiana21
Massachusetts21
Maryland52
Maine4
Michigan33
Minnesota23
Missouri19
Mississippi10
Montana8
North Carolina46
North Dakota1
Nebraska5
New Hampshire2
New Jersey29
New Mexico6
Nevada12
New York51
Ohio36
Oklahoma9
Oregon22
Pennsylvania32
South Carolina21
South Dakota9
Tennessee25
Texas81
Utah11
Virginia34
Washington30
Wisconsin18
West Virginia3
Wyoming5
International1
Total1,240

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