TAKE CHARGE TOTAL WELLNESS FOUNDATION INC

EIN: 851472812 501(c)(3) Education

BLOOMFIELD, CT

Total Revenue
$11,048
Total Expenses
$19,312
Total Assets
$11,286
Net Assets
$11,286
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2020
Legal Domicile
CT
Principal Officer
ELVIN TURNER
Phone
8602127281
Tax Period
2023-01-01 to 2023-12-31

TAKE CHARGE TOTAL WELLNESS FOUNDATION INC, founded in 2020, is a micro nonprofit in the Education sector that reported $11K in total revenue in fiscal year 2023. Revenue fell 56% from the prior year — a significant decline worth monitoring. Expenses of $19K exceeded revenue, resulting in a 75% operating deficit.

Mission

THE MISSION OF THE TAKE CHARGE TOTAL WELLNESS FOUNDATION, INC. (TCTW) IS TO INCREASE THE FINANCIAL LITERACY AND WELL-BEING OF MULTIPLE GENERATIONS IN MINORITY AND OTHER UNDERSERVED COMMUNITIES. TCTW UNITES A GROWING BODY OF FINANCIAL PROFESSIONALS, FROM MULTIPLE DISCIPLINES, TO COME ALONGSIDE PEOPLE IN THEIR COMMUNITIES IN A QUEST TO RAISE THE LEVEL OF FINANCIAL LITERACY OF THE UNDERSERVED. SIMULTANEOUSLY, THESE PROFESSIONALS WILL IDENTIFY SERVICE-ORIENTED YOUNG PEOPLE WHO WISH TO ENTER THE FINANCIAL SERVICES INDUSTRY AND ASSIST IN THEIR ENRICHMENT. FEELINGS OF HELPLESSNESS, PASSIVITY AND MISTRUST MUST BE OVERCOME BY A CAN-DO, TAKE CHARGE ATTITUDE, KNOWLEDGE, AND CONFIDENCE THAT A BETTER PATH IS SET BEFORE ME!

Program Service Accomplishments

Program 1
Expenses: $19,312 Revenue: $11,048

EACH EDUCATION FORUM, WHICH IS FREE TO ATTEND, IS DESIGNED TO REFLECT THE REAL-LIFE FINANCIAL ISSUES THE MEMBERS OF THE COMMUNITY FACE, AND OFFERS EXPERT GUIDANCE FROM WITHIN THE COMMUNITY TO DEAL...

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EACH EDUCATION FORUM, WHICH IS FREE TO ATTEND, IS DESIGNED TO REFLECT THE REAL-LIFE FINANCIAL ISSUES THE MEMBERS OF THE COMMUNITY FACE, AND OFFERS EXPERT GUIDANCE FROM WITHIN THE COMMUNITY TO DEAL WITH THEM.LOCAL FINANCIAL PROFESSIONALS, INCLUDING FINANCIAL PLANNERS, LAWYERS, ACCOUNTANTS, WILL ADDRESS THE FINANCIAL CHALLENGES THAT MANY OF US WILL TACKLE AT VARIOUS POINTS IN OUR LIVES. THE FORMAT WILL FOSTER INTERACTION AMONG THE PANELISTS, THE MODERATOR, AND THE AUDIENCE AS THEY ANSWER A WIDE VARIETY OF QUESTIONS AND TACKLE TOPICS INCLUDING BUT NOT LIMITED TO:WHAT IS THE FIRST THING A PARENT SHOULD DO WHEN A CHILD TURNS 18?HOW DO YOU FINANCE EDUCATION, MANAGE STUDENT LOAN DEBT?HOW DO YOU STOP THE CYCLE OF LIVING PAYCHECK TO PAYCHECK?WHAT THINGS SHOULD BE IN PLACE WHEN A COUPLE STARTS A FAMILY?HOW DO YOU GET OUT OF DEBT AND START SAVING FOR RETIREMENT?WHEN IS THE RIGHT TIME TO COLLECT SOCIAL SECURITY?

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $11,048
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $11,048

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $19,312
Other Expenses $19,312
TOTAL EXPENSES $19,312

Year-over-Year Comparison

2023 2022 Change
Revenue $11,048 $25,223 -0.6%
Expenses $19,312 $13,756 +0.4%
Net Income $-8,264 $11,467 -1.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Governance

Voting Members
5
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ELVIN TURNER PRESIDENT 40.00
Officer Director
$0 $0 $0
ALFRED TURCO SECRETARY 5.00
Officer Director
$0 $0 $0
BRENDEN HEALY TREASURER 5.00
Officer Director
$0 $0 $0
KEVIN BALDWIN DIRECTOR 5.00
Director
$0 $0 $0
JOSEPH FRACK DIRECTOR 5.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2023 $11,048 $19,312 $11,286 $-8,264
2022 $25,223 $13,756 $19,550 $11,467
2020 $6,700 $12 $6,688 $6,688
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