Financial Transparency
Our Commitment to Financial Accountability
At Pathway Plus Foundation, we believe that trust is the cornerstone of our mission. We are committed to the highest standards of financial transparency, ensuring that every dollar donated supports our goal of empowering individuals through financial education.
Financial Overview
Mission-Driven Financials
Pathway Plus Foundation is a registered 501(c)(3) nonprofit organization dedicated to providing financial education and support to veterans, immigrants, and underserved communities. Our financial strategy is simple: maximize impact, minimize overhead.
Federal Tax ID (EIN): 33-3858082 Fiscal Year: January 1 – December 31
Annual Financial Reports
2025 Proforma Financial Snapshot
Total Revenue: $750,000
- Grants: 65%
- Individual Donations: 25%
- Corporate Sponsorships: 10%
Expense Breakdown:
- Program Services: 82%
- Fundraising: 8%
- Management & General: 10%
Program Expense Allocation
- Financial Education Workshops: 35%
- One-on-One Counseling: 25%
- Community Outreach: 15%
- Educational Resource Development: 7%
- Technology and Digital Resources: 5%
- Community Partnership Development: 5%
Funding Sources
Grant Support
- U.S. Treasury CDFI Fund
- Local Community Foundations
- Corporate Giving Programs
Individual Giving
We are deeply grateful to our individual donors who make our work possible. Donations range from $10 to $10,000, with the majority coming from individuals passionate about financial empowerment.
Financial Governance
Board Oversight
Our Board of Directors provides rigorous financial oversight:
- Quarterly financial reviews
- Annual independent financial audit
- Strict conflict of interest policies
- Comprehensive financial management procedures
Independent Audit
We conduct an annual independent financial audit to ensure:
- Accuracy of financial reporting
- Compliance with nonprofit regulations
- Proper use of donated funds
- Transparency in financial operations
[Download 2025 Audited Financial Statement (PDF)]
Charity Navigator and GuideStar Ratings
Charity Navigator Rating: [Current Rating] GuideStar Platinum Seal of Transparency
These ratings reflect our commitment to financial health, accountability, and impact.
Expense Ratio Explanation
Program Services: 82% This means for every dollar donated, 82 cents directly support our mission of financial education and empowerment. We are proud of our ability to minimize administrative costs while maximizing community impact.
How We Ensure Financial Responsibility
- Strict Budget Management
- Detailed annual budgeting process
- Regular financial monitoring
- Conservative spending approach
- Technology and Efficiency
- Leveraging technology to reduce overhead
- Utilizing volunteer support
- Strategic partnerships to maximize resources
- Transparent Reporting
- Annual financial reports
- Open communication about fund usage
- Detailed breakdown of expenses
Future Financial Goals
- Maintain at least 80% of funds allocated to program services
- Diversify funding sources
- Build sustainable reserve fund
- Expand program reach while maintaining financial efficiency
How Your Donation Makes a Difference
$25 provides financial literacy materials for one individual $100 supports a full financial counseling session $500 funds a comprehensive workshop for 20 participants $1,000 enables community outreach to 50 individuals
Questions About Our Finances?
We welcome your inquiries and are committed to complete transparency.
Contact: Lacey Caplinger, Board Treasurer [email protected] (615) 696-9155
Financial Documents
- [2025 Annual Report (PDF)]
- [IRS Form 990 (PDF)]
- [Audited Financial Statements (PDF)]
Last Updated: December 31, 2025
Join Our Mission
- Donate to support financial education
- Volunteer your skills
- Spread awareness about financial empowerment
Donate Now | Volunteer | Programs
Contact Information
Pathway Plus Foundation 9474 Chesapeake Dr Brentwood, TN 37027 (615) 696-9155 [email protected]