Financial Wellness Institute Inc
Woodbury, New Jersey
CHealth Score
37C
Financial Health Score
8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.
Below Average
💰
$306K
Total Revenue
📊
$292K
Total Expenses
🏦
$21K
Net Assets
📋
$253K
Total Liabilities
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Revenue Growth
+4.4%
Year-over-year change (2022 → 2023)
Net Margin
+4.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.07
Net assets divided by total expenses
Liabilities-to-Assets
92.4%
Total liabilities as % of total assets
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $305,723↑4% | $292,451↑1% | $274,333↑31% | |
| 2022 | $292,709↓11% | $289,708↑4% | $210,091↓28% | — |
| 2021 | $330,381↑20% | $277,965↑10% | $293,530↓5% | — |
| 2020 | $274,545↑110% | $253,455↑18% | $307,690↓28% | — |
| 2019 | $130,557↑9% | $215,419↑40% | $426,653↑2369% | — |
| 2018 | $119,507↑6% | $153,620↑39% | $17,278↓66% | — |
| 2017 | $113,221↓7% | $110,561↑123% | $51,291↓5% | — |
| 2016 | $122,363↑29% | $49,469↓65% | $54,128↑542% | — |
| 2015 | $95,169↓25% | $139,585↑2% | $8,434↓84% | — |
| 2014 | $126,072↓16% | $136,944↑10% | $52,103↑9% | — |
| 2013 | $149,382↑112% | $124,220↑103% | $47,797↑177% | — |
| 2012 | $70,527↑98% | $61,195↑25% | $17,247↑16171% | — |
| 2011 | $35,649 | $48,951 | $106 | — |
Frequently Asked Questions
What does Financial Wellness Institute Inc do?▼
Financial Wellness Institute Inc is a education nonprofit organization based in New Jersey. It is classified under NTEE code B60 and is registered as a 501(c) tax-exempt organization with the IRS.
Is Financial Wellness Institute Inc financially healthy?▼
Financial health scoring requires Form 990 filing data. Check back as we process more filings for Financial Wellness Institute Inc.
How much revenue does Financial Wellness Institute Inc generate?▼
Financial Wellness Institute Inc reports $150K in annual revenue and holds $664K in total assets, based on IRS filings.
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