Financial Wellness Institute Inc
Donations deductibleFinancial Wellness Institute Inc's network
10 people6 organisationsi10 people and 6 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (10). Violet dotted lines (6) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
10 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 12 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Daniel Mak Chair | Chairperson | 2018 | 8 yrs |
| Anthony Wehbe | Trustee | 2020 | 6 yrs |
| Barbara Wallace | Trustee | 2020 | 6 yrs |
| Crystal Dundas | Vice Chair | 2020 | 6 yrs |
| Darrin Gould | Trustee | 2020 | 6 yrs |
| Melissa Fox | Trustee | 2020 | 6 yrs |
| Robert Juliano | Treasurer | 2020 | 6 yrs |
| Robin Todd | Trustee | 2020 | 6 yrs |
| Tiffanie Talley-Baines | Company secretary | 2020 | 6 yrs |
| Vincent Spano | Trustee | 2023 | 3 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
1 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Wanda Hardy | CEO | since 2018 |
Pay and hours
year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Wanda Hardy | CEO | 40 | $28k | ||
| Tiffanie Talley-Baines | Vice President | 1 | $0 | ||
| Vincent Spano | Vice President | 1 | $0 | ||
| Melissa Fox | Trustee | 1 | $0 | ||
| Crystal Dundas | Trustee | 2 | $0 | ||
| Nadira Farouk | CFO | 1 | $0 | ||
| Daniel Mak | Chairperson | 2 | $0 | ||
| Robert Juliano | Treasurer | 2 | $0 | ||
| Barbara Wallace | Secretary | 1 | $0 | ||
| Anthony Wehbe | Trustee | 1 | $0 |
About
- Legal name
- Financial Wellness Institute Inc
- EIN
- 753109240
- Address
- Po Box 5656, Woodbury, NJ, 08096-0656
- State
- New Jersey
- Mission
- Strengthen individuals and families and empowering communities toward economic stability. (as filed on the Form 990)
- Activity (NTEE)
- B60 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 6 (IRS master file code)
- IRS ruling date
- 1 October 2003
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsDaniel Mak
≥6years on the filingsAnthony Wehbe
≥6years on the filingsBarbara Wallace
≥6years on the filingsCrystal Dundas
Latest return
year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.- Total assets
- $1.1m
- Total liabilities
- $1.2m
- Net assets or fund balances
- Minus $74k
- Contributions and grants received
- $280k
- Program service revenue
- $13k
- Employees
- 3
- Volunteers
- 11
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $150k | $326k | Deficit $176k |
As filed on the IRS Form 990. US dollars.