Summit Financial Wellness

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

EIN: 842276226 ✦ Benton harbor, MI ✦ Designated as a 501(c)(3)

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Overview

What is Summit Financial Wellness?

Summit Financial Wellness is a nonprofit organization that prioritizes financial literacy. They offer a comprehensive range of services, including conducting free financial literacy classes, workshops, and providing one-on-one financial coaching to help 292 individuals gain a better understanding of personal finances. Their mission is centered around empowering individuals to make informed financial decisions, ultimately improving their financial well-being.


Official website here: www.summitfw.org

Is Summit Financial Wellness legitimate?

Summit Financial Wellness is a legitimate nonprofit organization registered as a 501(c)(3) entity. Summit Financial Wellness submitted a form 990EZ, 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.


Official website here: www.summitfw.org

What is the mission statement of Summit Financial Wellness?

Summit Financial Wellness is dedicated to promoting financial literacy. They achieve this by offering free educational resources, including financial classes, workshops, and one-on-one coaching sessions. These services aim to empower 292 individuals with the necessary financial knowledge. By doing so, Summit Financial Wellness seeks to equip individuals with the tools required to manage their finances effectively.


Official website here: www.summitfw.org

Who is the CEO of Summit Financial Wellness?

Barbara Sistrunk is the Executive Director of Summit Financial Wellness.


Official website here: www.summitfw.org

What is the revenue of Summit Financial Wellness?

Summit Financial Wellness's revenue in 2022 was $63,972.


Official website here: www.summitfw.org

Who are the executives of Summit Financial Wellness and what are their salaries?


Here are 10 key members and their salaries:


Richard Atwell (Chairperson)
  • Compensation: $0
  • Related: $0
  • Other: $0
Amanda Craig (Co-Chairperson Jan - Jun)
  • Compensation: $0
  • Related: $0
  • Other: $0
Melissa Pratt (Secretary And Co-Chairperson July - Dec)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mimi Elwell (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Scott Mcfarland (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Alloyd Blackmon (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Christ Britton (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Andrew Robinson (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Alexis Harris (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Barbara Sistrunk (Executive Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.summitfw.org

Where can I find the form 990EZ for Summit Financial Wellness?

Summit Financial Wellness's most recent form 990EZ was submitted in 2022 and can be accessed here.


Official website here: www.summitfw.org

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

Mission Statement of Summit Financial Wellness

Summit Financial Wellness, a nonprofit organization, is dedicated to promoting financial literacy. Their mission is to equip individuals with the necessary knowledge and skills to manage their finances effectively. They achieve this by conducting free financial literacy classes, workshops, and offering personal financial coaching to 292 individuals. By doing so, Summit Financial Wellness aims to empower people to make informed financial decisions, thereby improving their financial well-being.

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Impact




August, 2024

Summit Financial Wellness has positively impacted the lives of 292 individuals by providing free financial literacy education. Through their financial literacy classes, workshops, and personal financial coaching sessions, the organization has equipped individuals with valuable knowledge and skills to improve their financial well-being. By empowering individuals with financial literacy, Summit Financial Wellness is helping them make informed decisions, manage their finances effectively, and work towards a more secure financial future.




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


Financials

This financial information is from Propublica.

Revenue
$63,972 (2022)
Expenses
$68,646 (2022)
Efficiency

Other financial information:

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

  • Gross Receipts: $63,972

Assets and Liabilities:

  • Total Assets: $3,979
  • Total Liabilities: $7,303
  • Net Assets: -$3,324

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Organization Details

Principal Officer

Barbara Sistrunk

Main Address

PO Box 9056, Benton Harbor, MI, 490239056

NTEE Category

Code: P51 - Human services

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