WINSTONSALEM, NC
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)FINANCIAL PATHWAYS OF THE PIEDMONT, founded in 1972, is a community nonprofit in the Human Services sector that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $1.4M left a modest 5% surplus.
TO DELIVER PROFESSIONAL EDUCATION AND COUNSELING SERVICES REGARDING PERSONAL MONEY MANAGEMENT, DEBT REDUCTION PROGRAMS, COMPREHENSIVE HOUSING COUNSELING AND THE WISE USE OF CREDIT TO, AND TO IMPROVE THE FINANCIAL WELL-BEING OF, ALL SEGMENTS OF THE COMMUNITY.
REPRESENTATIVE PAYEE: THE REPRESENTATIVE PAYEE PROGRAM IS AUTHORIZED BY THE SOCIAL SECURITY ADMINISTRATION TO RECEIVE MONTHLY SSA/SSI FUNDS FOR THE BENEFIT OF CLIENTS WHO CANNOT MANAGE THEIR OWN...
REPRESENTATIVE PAYEE: THE REPRESENTATIVE PAYEE PROGRAM IS AUTHORIZED BY THE SOCIAL SECURITY ADMINISTRATION TO RECEIVE MONTHLY SSA/SSI FUNDS FOR THE BENEFIT OF CLIENTS WHO CANNOT MANAGE THEIR OWN MONEY. THE REP PAYEE CASE MANAGERS HELP CLIENTS MAINTAIN FINANCIAL WELL-BEING AND FOSTER INDEPENDENT LIVING.
HOUSING: THE HOUSING DIVISION ASSISTS CLIENTS WITH HOUSING RELATED TOPICS REGARDING HOMEOWNERSHIP, MORTGAGE DELINQUENCY, FINANCIAL MANAGEMENT, HOME EQUITY CONVERSION MORTGAGES, RENTERS AND...
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.
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...
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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $1,501,590 | $1,226,496 | +0.2% |
| Expenses | $1,430,550 | $1,453,819 | 0.0% |
| Net Income | $71,040 | $-227,323 | -1.3% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| PHYLLIS CALDWELL-GEORGE | PRESIDENT & | 40.00 |
Officer
|
$108,164 | $11,030 | $119,194 |
| RONDA MAYS | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| SCOTT LEFELAR | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| CYNTHIA KELLEY | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| JAMARKUS SWINSON | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| DR SHERRI LAWSON-CLARK | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| CRISSY DIXON | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| JIM COWLES | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| BRENT CARLTON | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| CAROL DAVIS | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| LAURA DEZARN | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| GRAY BARBOUR | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| RANDELL A CAIN JR | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| KEVIN S OSBORNE | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| PAMELA SPALDING | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| ANDY HARDING | BOARD CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| TREVA OLIPHANT | VICE CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| JOE CARROLL | TREASURER | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| LYNN SPILLMAN | SECRETARY | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| MIKE FISHER | IMMEDIATE PA | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $1,501,590 | $1,430,550 | $1,910,386 | $71,040 |
| 2024 | $1,226,496 | $1,453,819 | $1,970,769 | $-227,323 |
| 2023 | $2,004,427 | $1,592,405 | $2,570,350 | $412,022 |
| 2022 | $1,849,365 | $1,668,928 | $1,642,751 | $180,437 |
| 2021 | $1,675,875 | $1,587,329 | $1,760,255 | $88,546 |
Compare FINANCIAL PATHWAYS OF THE PIEDMONT with other nonprofits in North Carolina and across the country.