NonprofitsFinancial Pathways Of The Piedmont Inc

Human Services

Financial Pathways Of The Piedmont Inc

WINSTON SALEM, NC

Total revenue

$1.2M

Total expenses

$1.5M

Net assets

$699K

Grants received

$2.3M

39 grants

EIN

561015074

Tax year

2023

Mission

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.

Programs

2 programs

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: $477KGrants: $43K

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: $283K

Financials

FY 2023

Revenue

Contributions & grants$932K
Program service revenue$299K
Investment income$4K
Other revenue
Total revenue$1.2M

Expenses

Grants paid$43K
Salaries & benefits$1.0M
Fundraising$169K
Other expenses$382K
Total expenses$1.5M
Total assets$2.0M
Net assets$699K

People

20 listed

NameRoleCompensation

PHYLLIS CALDWELL-GEORGE

PRESIDENT &

Board

$110K

40 hrs/wk

RONDA MAYS

BOARD MEMBER

Board

1 hrs/wk

SCOTT LEFELAR

BOARD MEMBER

Board

1 hrs/wk

CYNTHIA KELLEY

BOARD MEMBER

Board

1 hrs/wk

JAMARKUS SWINSON

BOARD MEMBER

Board

1 hrs/wk

DR SHERRI LAWSON-CLARK

BOARD MEMBER

Board

1 hrs/wk

CRISSY DIXON

BOARD MEMBER

Board

1 hrs/wk

JIM COWLES

BOARD MEMBER

Board

1 hrs/wk

BRENT CARLTON

BOARD MEMBER

Board

1 hrs/wk

CAROL DAVIS

BOARD MEMBER

Board

1 hrs/wk

LAURA DEZARN

BOARD MEMBER

Board

1 hrs/wk

GRAY BARBOUR

BOARD MEMBER

Board

1 hrs/wk

RANDELL A CAIN JR

BOARD MEMBER

Board

1 hrs/wk

KEVIN S OSBORNE

BOARD MEMBER

Board

1 hrs/wk

PAMELA SPALDING

BOARD MEMBER

Board

1 hrs/wk

ANDY HARDING

BOARD CHAIR

Board

1 hrs/wk

TREVA OLIPHANT

VICE CHAIR

Board

1 hrs/wk

JOE CARROLL

TREASURER

Board

1 hrs/wk

LYNN SPILLMAN

SECRETARY

Board

1 hrs/wk

MIKE FISHER

IMMEDIATE PA

Board

1 hrs/wk

Grants received

Showing 39 of 39

FromAmountPurposeYear
$115K
9 grant(s) for varying purposes
2024
$35K
GENERAL SUPPORT
2024
$19K
SUPPORT FOR HOUSING, CREDIT AND OTHER FINANCIAL COUNSELING
2024
$15K
FOR GENERAL OPERATING SUPPORT
2024
$10K
COMMUNITY OUTREACH
2024
$3K
CHARITABLE ACTIVTITIES
2024
$204K
GENERAL SUPPORT
2023
$115K
14 grant(s) for varying purposes
2023
$100K
INVESTING IN LEADERS OF COLOR
2023
$61K
SUPPORT FOR HOUSING, CREDIT AND OTHER FINANCIAL COUNSELING
2023
$35K
CHARITABLE ACTIVITIES
2023
$32K
IMPROVING THE CLIENT EXPERIENCE THROUGH EQUIPMENT AND TECHNOLOGY OFFICE UPLIFTS
2023
$25K
FOR GENERAL OPERATING SUPPORT
2023
$5K
For grant recipient's exempt purposes
2023
$202K
GENERAL SUPPORT
2022
$101K
14 GRANT(S) FOR VARYING PURPOSES
2022
$25K
GENERAL OPERATING
2022
$21K
SUPPORT FOR HOUSING, CREDIT AND OTHER FINANCIAL COUNSELING
2022
$13K
INVESTING IN LEADERS OF COLOR
2022
$10K
PROGRAM/OPERATING SUPPORT
2022
$5K
VIBRANT ECONOMIES
2022
$282K
GENERAL SUPPORT
2021
$58K
FINANCIAL EDUCATION SUPPORT
2021
$13K
ILOC PARTICIPATION GRANT
2021
$272K
GENERAL SUPPORT
2020
$125K
10 GRANT(S) FOR VARYING PURPOSES
2020
$77K
FINANCIAL PATHWAYS OF THE PIEDMONT: RE-BRANDING AND RELOCATION
2020
$30K
GENERAL OPERATING
2020
$22K
HOUSING, FINANCIAL EDUCATION, AND PROGRAM SUPPORT
2020
$14K
HOUSING, FINANCIAL EDUCATION, AND PROGRAM SUPPORT
2019

Funded by

$2.3M from 16 funders · 39 grants · 2019–2024

United Way Of Forsyth County Inc

$961K · 4 grants · 2020–2023

The Winston-Salem Foundation

$456K · 4 grants · 2020–2024

North Carolina Housing Coalition

$218K · 5 grants · 2020–2024

National Foundation For Credit

$195K · 6 grants · 2019–2024

Mdc Inc

$125K · 3 grants · 2021–2023

The Cannon Foundation Inc

$109K · 2 grants · 2020–2023

Truist Foundation Inc

$55K · 2 grants · 2020–2022

Z Smith Reynolds Foundation Inc

$40K · 2 grants · 2023–2024

Details

EIN561015074
NTEE codeP51
Subsection03
Ruling date1973-04
Formed1972
Employees26
Volunteers22
FINANCIAL PATHWAYS OF THE PIEDMONT INC — Mission, Financials & Grants Received | Grantivo