Take Charge Total Wellness Foundation Inc
- Assets
- $11.3k
- Revenue
- $11.0k
- Investments
- $0.0
- Employees
- 0
- Location
- Bloomfield, CT
- Founding
- Data as of
- 12/2023
- EIN
- 85-1472812
Organization Overview
Take Charge Total Wellness Foundation Inc is located in Bloomfield, CT. According to its NTEE Classification (B90) the organization is classified as: Educational Services, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Take Charge Total Wellness Foundation 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 12/2023, Take Charge Total Wellness Foundation Inc generated $11.0k in total revenue. This organization has experienced exceptional growth, as over the past 3 years, it has increased revenue by an average of 18.1% each year . All expenses for the organization totaled $19.3k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE FINANCIAL EDUCATION TO UNDERSERVED COMMUNITIES. THE PROGRAMS BEGAN IN THE BLACK COMMUNITY ANDWILL CONTINUE TO SERVE THE BLACK AND MINORITY COMMUNITIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
EACH EDUCATION FORUM, WHICH IS FREE TO ATTEND, IS DESIGNED TO REFLECT THE REAL-LIFE FINANCIAL ISSUES THE MEMBERS OF THE COMMUNITY FACE, AND OFFERS EXPERT GUIDANCE FROM WITHIN THE COMMUNITY TO DEAL WITH THEM.LOCAL FINANCIAL PROFESSIONALS, INCLUDING FINANCIAL PLANNERS, LAWYERS, ACCOUNTANTS, WILL ADDRESS THE FINANCIAL CHALLENGES THAT MANY OF US WILL TACKLE AT VARIOUS POINTS IN OUR LIVES. THE FORMAT WILL FOSTER INTERACTION AMONG THE PANELISTS, THE MODERATOR, AND THE AUDIENCE AS THEY ANSWER A WIDE VARIETY OF QUESTIONS AND TACKLE TOPICS INCLUDING BUT NOT LIMITED TO:WHAT IS THE FIRST THING A PARENT SHOULD DO WHEN A CHILD TURNS 18?HOW DO YOU FINANCE EDUCATION, MANAGE STUDENT LOAN DEBT?HOW DO YOU STOP THE CYCLE OF LIVING PAYCHECK TO PAYCHECK?WHAT THINGS SHOULD BE IN PLACE WHEN A COUPLE STARTS A FAMILY?HOW DO YOU GET OUT OF DEBT AND START SAVING FOR RETIREMENT?WHEN IS THE RIGHT TIME TO COLLECT SOCIAL SECURITY?
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Elvin Turner President | OfficerTrustee | 40 | $0 |
Alfred Turco Secretary | OfficerTrustee | 5 | $0 |
Brenden Healy Treasurer | OfficerTrustee | 5 | $0 |
Kevin Baldwin Director | Trustee | 5 | $0 |
Joseph Frack Director | Trustee | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $11,048 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $11,048 |
| Total Program Service Revenue | $0 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $11,048 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $19,312 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $11,286 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $11,286 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $11,286 |
| Total liabilities and net assets/fund balances | $11,286 |