Mission
Strengthen individuals and families and empowering communities toward economic stability.
Public Charity
Financial Wellness Institute Inc
Financial Wellness Institute Inc is a Public Charity headquartered in Deptford, NJ. Financial data from the 2025 filing: $293K revenue, $211K expenses, $1.1M total assets. 5 publicly reported grants to this organization, totaling roughly $85K, appear in IRS filings.
EIN: 753109240
Deptford, NJ
Latest filing: 2025
Total Revenue$293K
Total Expenses$211K
Total Assets$1.1M
Grant Records5
Funding Total$85K
Filing Years2021–2025
Sample Grants Received
GENERAL OPERATING SUPPORT
$7,500
GENERAL OPERATING SUPPORT
$10,000
GENERAL SUPPORT
$30,000
Showing up to 5 of 5 total records — full history available with membership.
Officers & Directors
Trustee
Anthony Wehbe
Secretary
Barbara Wallace
Trustee
Crystal Dundas
Chairperson
Daniel Mak
Trustee
Melissa Fox
CFO
Nadira Farouk
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $293K | $211K | $1.1M |
| 2024 | $150K | $326K | $664K |
| 2023 | $306K | $292K | $274K |
| 2022 | $293K | $290K | $210K |
| 2021 | $330K | $278K | $294K |
Between 2021 and 2025, reported annual revenue declined from $330K to $293K (-11%), with total assets most recently reported at $1.1M.
Interactive year-over-year charts and full filing details available with membership.