Financial Wellness Institute, Inc.

Deptford, NJ

UEI
EYM5Y7H4L8K5
CAGE
4DA70
Primary NAICS
624229 Other Community Housing Services
SAM.gov registration
Active through

Company facts

Self-certified in SAM.gov
  • Minority Owned Business
  • Woman Owned Business
  • Non-Profit Organization
  • Black American Owned
Entity structure
Corporate Entity (Tax Exempt)
NAICS codes registered in SAM.gov
SAM.gov registration date
Physical address
767 Steeplechase Ct, Deptford, NJ 08096, USA
Website
financialwellnessinstitute.org
Industry
  1. Industrials
  2. Commercial & Professional Services
  3. Professional Services
SIC code
89 Services, Not Elsewhere Classified
Profiles

Registration and certifications come from SAM.gov and the SBA; company details from public web sources. Updated .

Recent federal awards

Financial Wellness Institute, Inc.'s 3 most recent federal contract and grant awards, newest first. Amounts are dollars obligated.
Award Agency Obligated Awarded
Rural housing preservation grants Grant · PLAS35008737675374004 Single Family Housing Program $28,161
Rural housing preservation grants Grant · PLAS35008737675374003 Single Family Housing Program $28,161
Rural housing preservation grants Grant · PLAS35008737675374002 Single Family Housing Program $40,000

About Financial Wellness Institute, Inc.

Financial Wellness Institute, Inc., a minority-owned, woman-owned, Black American-owned nonprofit organization based in Deptford, New Jersey, is a federal grant recipient focused on rural housing preservation work under the Department of Agriculture Rural Housing Service Single Family Housing Program. The organization operates exclusively as a prime grant recipient with no federal contract vehicles, no prime contract awards, and no subcontractor relationships in its federal footprint.

Financial Wellness Institute operates in a narrow, mission-driven funding environment. All three of its recent federal awards — 100% of its current portfolio — originate from a single customer agency: the Department of Agriculture Rural Housing Service Single Family Housing Program. The awards span Rural Housing Preservation Grants, a project-grant assistance type under CFDA framing. The three awards carry a combined obligated value of $96 thousand and span July 2024 through October 2026, with award dates spaced approximately one year apart (July 2024, August 2025, October 2026). Two of these awards carry ultimate completion dates within the next twenty-four months and therefore face recompete action in that window.

The organization's federal footprint is nascent. The source data captures activity from July 2024 forward only; no prior awards appear in the record. The consistent annual award cadence — one award per calendar year for three consecutive years — suggests either stable but limited pipeline access to a single grant program or early-stage nonprofit scaling under a nonprofit-designated federal grant program restricted to rural housing preservation work. The organization's tax-exempt nonprofit structure, combined with its minority-ownership and women-ownership designations, positions it within federal grant programs designed to direct resources to underrepresented demographics in housing and community development sectors. Without contract work or parent vehicles, Financial Wellness Institute operates outside federal procurement vehicles and does not compete on IDIQs, GWACs, or BPAs; its federal engagement is grant-recipient only.

Quick answers

What is Financial Wellness Institute, Inc.'s UEI?

Financial Wellness Institute, Inc.'s Unique Entity ID (UEI) in SAM.gov is EYM5Y7H4L8K5.

What is Financial Wellness Institute, Inc.'s CAGE code?

Financial Wellness Institute, Inc.'s CAGE code is 4DA70.

What is Financial Wellness Institute, Inc.'s primary NAICS code?

Financial Wellness Institute, Inc.'s primary NAICS code is 624229 (Other Community Housing Services).

Where is Financial Wellness Institute, Inc. located?

Financial Wellness Institute, Inc.'s physical address in SAM.gov is 767 Steeplechase Ct, Deptford, NJ 08096, USA.

Is Financial Wellness Institute, Inc. registered in SAM.gov?

Yes. Financial Wellness Institute, Inc.'s SAM.gov registration is active through August 7, 2027.

What is Financial Wellness Institute, Inc.'s most recent federal award?

Financial Wellness Institute, Inc.'s most recent federal grant award is Rural housing preservation grants (PLAS35008737675374004), from Single Family Housing Program, on October 29, 2026.

On GovTribe

See Financial Wellness Institute, Inc.'s full federal record

  • Federal grant awards
  • Funding analysis by agency, NAICS and set-aside
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