Financial Pathways Of The Piedmont Inc

Organization Overview

Financial Pathways Of The Piedmont Inc is located in Winstonsalem, NC. The organization was established in 1973. According to its NTEE Classification (P51) the organization is classified as: Financial Counseling, under the broad grouping of Human Services and related organizations. As of 06/2022, Financial Pathways Of The Piedmont Inc employed 22 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Financial Pathways Of The Piedmont Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 06/2022, Financial Pathways Of The Piedmont Inc generated $1.8m in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (1.3%) each year. All expenses for the organization totaled $1.7m during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (1.8%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2022

Describe the Organization's Mission:

Part 3 - Line 1

TO DELIVER PROFESSIONAL CONSUMER EDUCATION, DEBT REDUCTION PROGRAMS, COMPREHENSIVE HOUSING COUNSELING AND INFORMATION ON THE WISE USE OF CREDIT TO ALL SEGMENTS OF THE COMMUNITY, TO IMPROVE THEIR FINANCIAL WELL-BEING.

Describe the Organization's Program Activity:

Part 3 - Line 4a

REPRESENTATIVE PAYEE: THE REPRESENTATIVE PAYEE PROGRAM IS AUTHORIZED BY THE SOCIAL SECURITY ADMINISTRATION TO RECEIVE MONTHLY SSA/SSI FUNDS FOR THE BENEFIT OF CLIENTS WHO CANNOT MANAGE THEIR OWN MONEY. THE REP PAYEE CASE MANAGERS HELP CLIENTS MAINTAIN FINANCIAL WELL-BEING AND FOSTER INDEPENDENT LIVING.


HOUSING: THE HOUSING DIVISION ASSISTS CLIENTS WITH HOUSING RELATED TOPICS REGARDING HOMEOWNERSHIP, MORTGAGE DELINQUENCY, FINANCIAL MANAGEMENT, HOME EQUITY CONVERSION MORTGAGES, RENTERS AND LANDLORD/TENANT ISSUES. THE PRINCIPLE GOAL OF ALL HOUSING COUNSELING SERVICES IS TO PROVIDE THE CLIENT WITH ACCURATE, IMPARTIAL, DETAILED ADVICE, AND THE DEVELOPMENT OF AN ACTION PLAN TO ALLOW THE CLIENT TO ADDRESS THEIR HOUSING NEED OR PROBLEM.


CONSUMER FINANCIAL EDUCATION: WE SERVE CLIENTS WITH AN ARRAY OF EDUCATIONAL OPPORTUNITIES AND COACHING AIMED AT BOTH OVERCOMING CRISES AND ACHIEVING FINANCIAL ASPIRATIONS. THESE INCLUDE CLASSES AND WORKSHOPS ON BASIC FINANCES AS WELL AS SPECIALIZED CREDIT, MORTGAGE, AND HOMEOWNERSHIP TOPICS.


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Board, Officers & Key Employees

Name (title)Compensation
Phyllis Caldwell-George
President &
$116,454
Mike Fisher
Board Chair
$0
Kevin S Osborne
Vice Chair
$0
Lynn Spillman
Secretary
$0
Joe Carroll
Treasurer
$0
Kathy Cissna
Immediate Pa
$0

Financial Statements

Statement of Revenue
Federated campaigns$324,816
Membership dues$0
Fundraising events$27,242
Related organizations$0
Government grants $745,136
All other contributions, gifts, grants, and similar amounts not included above$453,225
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$1,550,419
Total Program Service Revenue$298,947
Investment income $21
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $2,250
Net Gain/Loss on Asset Sales $0
Net Income from Fundraising Events -$4,976
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $1,849,365

Grants Recieved

Over the last fiscal year, we have identified 5 grants that Financial Pathways Of The Piedmont Inc has recieved totaling $420,481.

Awarding OrganizationAmount
United Way Of Forsyth County Inc

Winstonsalem, NC

PURPOSE: GENERAL SUPPORT

$282,107
National Foundation For Credit Counseling Inc

Washington, DC

PURPOSE: FINANCIAL EDUCATION SUPPORT

$58,100
$45,924
North Carolina Community Foundation Inc

Raleigh, NC

PURPOSE: PUBLIC & SOCIETAL BENEFIT

$25,000
Winston-Salem Foundation

Winstonsalem, NC

PURPOSE: 9 GRANT(S) FOR VARYING PURPOSES

$9,350
View Grant Recipient Profile

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