Totals
- Total revenue
- $137,526
- Total expenses
- $157,374
- Contributions and grants received
- $137,526
- Grants paid
- not reported
- Program service revenue
- not reported
- Membership dues (line 3)
- not reported
- Investment income (line 4)
- not reported
- Gain or loss on sale of assets (line 5c)
- not reported
- Gaming and fundraising events, net (line 6d)
- not reported
- Gross profit on inventory sales (line 7c)
- not reported
- Other revenue (line 8)
- not reported
- Total assets, end of year
- $117,250
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- $117,250
- Program service expenses (Part III)
- $153,904
Program services were 97.8% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.
Mission and programs · 2025
Primary exempt purpose
OUR MISSION IS TO INCREASE AWARENESS AND ACCESS TO THE FINANCIAL PLANNING INDUSTRY FOR SYSTEMICALLY EXCLUDED COMMUNITIES AND CREATE OPPORTUNITIES, RESOURCES, SCHOLARSHIPS, AND A COMMUNITY FOR ASPIRING FINANCIAL PLANNERS. OUR INTERNSHIP PROGRAM PROVIDES AN ENTRY POINT TO THE PROFESSION FOR THE BLANK AND LATINX INDIVIDUALS. IT ALSO PROVIDES A TALENT PIPELINE TO FINANCIAL PLANNING FIRMS WHO WANT MORE DIVERSE TEAM MEMBERS.
-
SINCE THE PROGRAM STARTED, 70 FIRMS HOSTED 100 INTERNS AND ALMOST HALF OF THE INTERNS WERE OFFERED FULL-TIME OR PART-TIME POSITIONS AT THE CONCLUSION OF THEIR INTERNSHIP.WE ALSO AWARDED 248 SCHOLARSHIPS FOR INDUSTRY CONFERENCES AND CONTINUING EDUCATION OPPORTUNITIES.
Expenses $148,751
-
SINCE THE PROGRAM STARTED, 70 FIRMS HOSTED 100 INTERNS AND ALMOST HALF OF THE INTERNS WERE OFFERED FULL-TIME OR PART-TIME POSITIONS AT THE CONCLUSION OF THEIR INTERNSHIP.WE ALSO AWARDED 248 SCHOLARSHIPS FOR INDUSTRY CONFERENCES AND CONTINUING EDUCATION OPPORTUNITIES.
Expenses $5,153
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part IV
-
Chloe MooreCHLOE MOORE
TREASURER
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 8
-
Shawn TydlaskaSHAWN TYDLASKA
PRESIDENT
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 4
-
Luis RosaLUIS ROSA
SECRETARY
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 6
Compensation is as filed in Part IV of the Form 990-EZ: compensation, contributions to benefit plans, expense account, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990_ez
- Tax year
- 2025
- Filed
- 26 March 2026
- IRS schema version
- 2025v4.0
- Source object
- 202612449349201226
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.