GENERATIONAL WEALTH EDUCATORS: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
GENERATIONAL WEALTH EDUCATORS (EIN 87-0898692)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-15
IRS object ID
202441369349201319
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-15T08:16:42-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN562202813PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOYCE AND COMPANY CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1104 BRADY CTAddressLine1Txt
CityCARYCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27511ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN870898692EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GENERATIONAL WEALTH EDUCATORSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGENEBusinessNameControlTxt
Phone9802084043PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11213 W MOREHEAD ST SUITE 500AddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28208ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEJA HALLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9802084043PhoneNum
Signature2024-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDEJAPersonFirstNm
Person LastHALLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHELTON M ENNIS CPAPreparerPersonNm
PTINP00746975PTIN
Phone9194660946PhoneNum
Preparation2024-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.GWEDUCATORS.COMWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$170,099GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$236ContributionsGiftsGrantsEtcAmt
Investment Income$4InvestmentIncomeAmt
Fundraising Gross Income$169,809FundraisingGrossIncomeAmt
Special Events Direct Expenses$50,457SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$119,352SpecialEventsNetIncomeLossAmt
Other Revenue Total$50OtherRevenueTotalAmt
Total Revenue$119,642TotalRevenueAmt
Grants And Similar Amounts Paid$3,200GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$79,531FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$773PrintingPublicationsPostageAmt
Other Expenses Total$21,570OtherExpensesTotalAmt
Total Expenses$105,074TotalExpensesAmt
Excess Or Deficit For Year$14,568ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$28,814NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$43,382NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$28,814BOYAmt
EOY$43,382EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$28,814BOYAmt
EOY$43,382EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$28,814BOYAmt
EOY$43,382EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeGENERATIONAL WEALTH EDUCATORS (GWE) IS A NON-PROFIT ENTITY THAT AIMS TO CREATE WEALTH WITHIN COMMUNITIES BY PROVIDING FREE THERAPY SESSIONS, WEALTH BUILDING COURSES, AND A SOCIAL COMMUNITY TO LEAN ON TO HELP FAMILIES ALONG THEIR JOURNEY. GWE WILL PROMOTE MENTAL WELLNESS, HEALTHY FINANCIAL HABITS, AND ULTIMATELY GUIDING FAMILIES TO CREATE WEALTH FOR GENERATIONS TO COME.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomGWE HELPS FAMILIES CREATE GENERATIONAL LEGACIES BY PROMOTING FINANCIAL AND MENTAL WELLNESS, INVESTING, AND HOMEOWNERSHIP TO UNDERSERVED COMMUNITIES.DescriptionProgramSrvcAccomTxt
Grants And Allocations$3,200GrantsAndAllocationsAmt
Program Service Expenses$58,610ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$58,610TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DEJA HALL
PRESIDENT000.00$1,629
KAYLA JONES
SECRETARY000.00$0
BRODERICK GAINES
DIRECTOR000.00$1,350
LYKESHA GRANT
DIRECTOR000.00$0
BRETT CABAN
CHIEF TECH.000.00$2,500
JASMINE HALL
EXECUTIVE DI000.00$29,600
LARHONDA JONES
FINANCE MANA000.00$4,025
GORATA MALOSE
ASSIS. FUNDR000.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMELAYNE HAMMONDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15110 BIRCHBARK LANEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28227ZIPCd
FieldValueIRS element (for citing)
Phone9802084043PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$3,855CurrentTaxYearMinus1YearAmt
Current Tax Year$236CurrentTaxYearAmt
Total$4,091TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$3,855CurrentTaxYearMinus1YearAmt
Current Tax Year$236CurrentTaxYearAmt
Total$4,091TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$4,091PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$1CurrentTaxYearMinus1YearAmt
Current Tax Year$4CurrentTaxYearAmt
Total$5TotalAmt
FieldValueIRS element (for citing)
Total Support$4,096TotalSupportAmt
Gross Receipts Rltd Activities$273,510GrossReceiptsRltdActivitiesAmt
First5 Years170Yes (X)First5Years170Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1STADIUM SALESEvent1Nm
Gross Receipts Event1$169,809GrossReceiptsEvent1Amt
Gross Revenue Event1$169,809GrossRevenueEvent1Amt
Other Direct Expenses Event1$50,457OtherDirectExpensesEvent1Amt
Gross Receipts Total$169,809GrossReceiptsTotalAmt
Gross Revenue Total Events$169,809GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$50,457OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$50,457DirectExpenseSummaryEventsAmt
Net Income Summary$119,352NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 8MISCELLANEOUS 50 TOTAL 50
FORM 990-EZ, PART I, LINE 16EXPENSES ADVERTISING AND PROMOTION 1,476 OFFICE EXPENSE 2,408 SUPPLIES 593 WEBSITE 1,087 TRAVEL 43 CONFERENCES/MEETINGS 1,068 INSURANCE 1,715 BANK CHARGES 573 DUES & SUBSCRIPTIONS 12,499 TRAINING 108 TOTAL 21,570
FORM 990-EZ, PART IIIGENERATIONAL WEALTH EDUCATORS (GWE) IS A NON-PROFIT ENTITY THAT AIMS TO CREATE WEALTH WITHIN COMMUNITIES BY PROVIDING FREE THERAPY SESSIONS, WEALTH BUILDING COURSES, AND A SOCIAL COMMUNITY TO LEAN ON TO HELP FAMILIES ALONG THEIR JOURNEY. GWE WILL PROMOTE MENTAL WELLNESS, HEALTHY FINANCIAL HABITS, AND ULTIMATELY GUIDING FAMILIES TO CREATE WEALTH FOR GENERATIONS TO COME.

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