Nonprofit · EIN 56-1015074
FINANCIAL PATHWAYS OF THE PIEDMONT INC
Tax-exempt · WINSTONSALEM, NC 27106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,501,590 | $1,430,550 | $71,040 | $1,910,386 | $1,140,279 | $770,107 |
| June 30, 2024 | 990 | $1,226,496 | $1,453,819 | -$227,323 | $1,970,769 | $1,271,702 | $699,067 |
| June 30, 2023 | 990 | $2,004,427 | $1,592,405 | $412,022 | $2,570,350 | $1,666,460 | $903,890 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,113,194
- of which government grants
- $301,671
- Program service revenue
- $314,504
- Investment income
- $75,383
- Net income from fundraising events
- -$7,743
- Other revenue
- -$1,491
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $121,723
- Other salaries and wages
- $781,071
- Salaries, compensation and benefits (total)
- $1,066,650
- Professional fundraising fees
- $0
- Legal fees
- $120
- Accounting fees
- $23,750
- Occupancy
- $113,965
- Travel
- $7,261
- Depreciation
- $9,548
- Program services (functional)
- $1,068,818
- Management and general (functional)
- $160,401
- Fundraising (functional)
- $201,331
Balance sheet and other
- Total assets, start of year
- $1,970,769
- Total assets, end of year
- $1,910,386
- Total liabilities, end of year
- $1,140,279
- Net assets, end of year
- $770,107
- Land, buildings and equipment
- $34,500
- Net assets without donor restrictions
- $626,018
- Net assets with donor restrictions
- $144,089
- Gross receipts
- $1,509,333
- Employees
- 20
- Volunteers
- 19
- Year formed
- 1972
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PHYLLIS CALDWELL-GEORGE | PRESIDENT & Officer | 40 | $108,164 | $11,030 |
| RONDA MAYS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SCOTT LEFELAR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CYNTHIA KELLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JAMARKUS SWINSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DR SHERRI LAWSON-CLARK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CRISSY DIXON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JIM COWLES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BRENT CARLTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CAROL DAVIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LAURA DEZARN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GRAY BARBOUR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RANDELL A CAIN JR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KEVIN S OSBORNE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PAMELA SPALDING | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDY HARDING | BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| TREVA OLIPHANT | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| JOE CARROLL | TREASURER Trustee or director, Officer | 1 | $0 |
| LYNN SPILLMAN | SECRETARY Trustee or director, Officer | 1 | $0 |
| MIKE FISHER | IMMEDIATE PA Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PHYLLIS CALDWELL-GEORGE | PRESIDENT & Officer | 40 | $109,747 | $10,944 |
| RONDA MAYS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SCOTT LEFELAR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CYNTHIA KELLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JAMARKUS SWINSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DR SHERRI LAWSON-CLARK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CRISSY DIXON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JIM COWLES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BRENT CARLTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CAROL DAVIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LAURA DEZARN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GRAY BARBOUR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RANDELL A CAIN JR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KEVIN S OSBORNE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PAMELA SPALDING | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANDY HARDING | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TREVA OLIPHANT | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JOE CARROLL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| LYNN SPILLMAN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MIKE FISHER | IMMEDIATE PA Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PHYLLIS CALDWELL-GEORGE | PRESIDENT & Officer | 40 | $116,456 | $11,873 |
| MARTHA LOGEMANN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TREVA LOYD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANDY HARDING | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RONDA MAYS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SCOTT LEFELAR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CYNTHIA KELLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PATRICE TONEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JAMARKUS SWINSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DR SHERRI LAWSON-CLARK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DR APARNA GOSAVI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CRISSY DIXON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JIM COWLES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BRENT CARLTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CAROL DAVIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LAURA DEZARN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MIKE FISHER | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KATHY CISSNA | IMMEDIATE PA Trustee or director, Officer | 1 | $0 | $0 |
| JOE CARROLL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| LYNN SPILLMAN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| KEVIN S OSBORNE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7820 NORTH POINT BLVD, WINSTONSALEM, NC 27106-3299
- Principal officer (990 for 2024)
- PHYLLIS CALDWELL-GEORGE, 7820 NORTH POINT BLVD 100, WINSTONSALEM, NC 27106
- Signed the 990
- PHYLLIS CALDWELL-GEORGE, PRESIDENT & CEO
- Phone
- (336) 896-1191
- Website
- WWW.FINANCIALPATHS.ORG
- Return prepared by
- BUTLER BURKE LLP
Mission
TO DELIVER PROFESSIONAL EDUCATION AND COUNSELING SERVICES REGARDING PERSONAL MONEY MANAGEMENT, DEBT REDUCTION PROGRAMS, COMPREHENSIVE HOUSING COUNSELING AND THE WISE USE OF CREDIT TO, AND TO IMPROVE THE FINANCIAL WELL-BEING OF, ALL SEGMENTS OF THE COMMUNITY.
Program accomplishments
- 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.Expenses $344,372 · revenue $252,048
- 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.Expenses $486,234 · revenue $27,376
- 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.Expenses $238,212 · revenue $35,080
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-1015074
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1973
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P51)
- Assets (IRS master file)
- $1,910,386
- Income (IRS master file)
- $1,509,333
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,501,590 | $1,430,550 | $1,910,386 | XML |
| 990 | June 2024 | $1,226,496 | $1,453,819 | $1,970,769 | XML |
| 990 | June 2023 | $2,004,427 | $1,592,405 | $2,570,350 | XML |
| 990 | June 2022 | $1,849,365 | $1,668,928 | $1,642,751 | IRS |
| 990 | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-1015074).
Questions about FINANCIAL PATHWAYS OF THE PIEDMONT INC
- What is the EIN of FINANCIAL PATHWAYS OF THE PIEDMONT INC?
- The employer identification number (EIN) of FINANCIAL PATHWAYS OF THE PIEDMONT INC is 56-1015074.
- Is FINANCIAL PATHWAYS OF THE PIEDMONT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to FINANCIAL PATHWAYS OF THE PIEDMONT INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FINANCIAL PATHWAYS OF THE PIEDMONT INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FINANCIAL PATHWAYS OF THE PIEDMONT INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FINANCIAL PATHWAYS OF THE PIEDMONT INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of FINANCIAL PATHWAYS OF THE PIEDMONT INC?
- The 990 for the year ended June 30, 2025 names PHYLLIS CALDWELL-GEORGE.
- Who are the officers and directors of FINANCIAL PATHWAYS OF THE PIEDMONT INC?
- The 990 for the year ended June 30, 2025 lists 20 people; 1 received compensation from the organization, the highest $108,164 (PHYLLIS CALDWELL-GEORGE, PRESIDENT &).
- How much revenue does FINANCIAL PATHWAYS OF THE PIEDMONT INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,501,590, expenses of $1,430,550 and total assets of $1,910,386 at year end.
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All nonprofits in WINSTONSALEM · North Carolina · Human services