Nonprofit · EIN 88-0976683
WEALTHY HABITS
Tax-exempt · ATLANTA, GA 30338
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,363,248 | $348,050 | $2,015,198 | $2,070,021 | $4,407 | $2,065,614 |
| December 31, 2023 | 990-EZ | $59,806 | $9,390 | $50,416 | $51,132 | $716 | $50,416 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,222,674
- of which government grants
- $2,222,674
- Program service revenue
- $128,927
- Investment income
- $11,647
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $200,397
- Salaries, compensation and benefits (total)
- $222,335
- Professional fundraising fees
- $0
- Program services (functional)
- $291,860
- Management and general (functional)
- $56,190
Balance sheet and other
- Total assets, start of year
- $51,132
- Total assets, end of year
- $2,070,021
- Total liabilities, end of year
- $4,407
- Net assets, end of year
- $2,065,614
- Publicly traded securities
- $1,987,910
- Net assets without donor restrictions
- $2,065,614
- Gross receipts
- $2,363,248
- Employees
- 7
- Year formed
- 2017
- State of legal domicile
- GA
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACY TANNER | DIRECTOR SECRETARY Trustee or director, Officer | 40 | $118,154 |
| MICHELLE STUBBS | TREASURER Trustee or director, Officer | 1 | $0 |
| YINI MCCAIN | CHAIR Trustee or director, Officer | 1 | $0 |
| AMY HENNESSY | VICE CHAIR Trustee or director, Officer | 1 | $0 |
990-EZ for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHELLE STUBBS | TREASURER | 1 | $0 |
| TRACY TANNER | DIRECTOR SECRETARY | 1 | $0 |
| YINI MCCAIN | CHAIR | 1 | $0 |
| AMY HENNESSY | VICE CHAIR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1200 ASHWOOD PKWY STE 155, ATLANTA, GA 30338-6900
- In care of
- % WEALTHY HABITS INC
- Signed the 990
- TRACY TANNER, DIRECTOR SECRETARY
- Phone
- (877) 829-5500
- 990-N for 2022 filed under this EIN
- Most likely by a chapter, club or affiliate (it says receipts are normally $50,000 or less). Officer: Tracy Tanner, 1200 Ashwood Pkwy Suite 155, Atlanta GA 30338. Mailing address: 1200 Ashwood Pkwy Suite 155, Atlanta GA 30338.
- Return prepared by
- LEVIS SEGUIN CPAS
Mission
Wealth Habits programs teach financial literacy to a target audience of 11-18 years olds.
Program accomplishments
- Wealth Habits programs teach financial literacy to a target audience of 11-18 years olds.Expenses $291,860 · revenue $128,927
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 88-0976683
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2023
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B90)
- Assets (IRS master file)
- $2,070,021
- Income (IRS master file)
- $2,363,248
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,363,248 | $348,050 | $2,070,021 | XML |
| 990-EZ | December 2023 | $59,806 | $9,390 | $51,132 | XML |
| 990-N for 2022 Officer: Tracy Tanner Filed under this EIN, most likely by a chapter or affiliate | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
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 88-0976683).
Questions about WEALTHY HABITS
- What is the EIN of WEALTHY HABITS?
- The employer identification number (EIN) of WEALTHY HABITS is 88-0976683.
- Is WEALTHY HABITS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to WEALTHY HABITS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WEALTHY HABITS 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 WEALTHY HABITS due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WEALTHY HABITS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of WEALTHY HABITS?
- The 990 for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $118,154 (TRACY TANNER, DIRECTOR SECRETARY).
- How much revenue does WEALTHY HABITS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,363,248, expenses of $348,050 and total assets of $2,070,021 at year end.
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