Totals
- Total revenue
- $564,461
- Total expenses
- $459,196
- Contributions and grants received
- $465,325
- Grants paid
- $0
- Program service revenue
- $94,568
- Investment income
- $4,568
- Other revenue
- $0
- Total assets, end of year
- $509,014
- Total liabilities, end of year
- $17,182
- Net assets or fund balances, end of year
- $491,832
- Program services expenses (Part IX)
- $419,893
- Management and general expenses
- $34,109
- Fundraising expenses
- $5,194
- Program service expenses (Part III)
- $419,893
Program services were 91.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$0
-
1b · Membership dues
$0
-
1c · Fundraising events
$0
-
1d · Related organizations
$0
-
1e · Government grants (contributions)
$0
-
1f · All other contributions, gifts and grants
$465,325
-
1g · Noncash contributions included above
$0
-
2a · Program service revenue: Financial Literacy programming
total $94,568 · related or exempt $94,568 · unrelated business $0 · excluded $0
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $4,568 · related or exempt $4,568 · unrelated business $0 · excluded $0
-
4 · Income from investment of tax-exempt bond proceeds
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
5 · Royalties
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
7c · Gain or loss
securities $0 · other assets $0
-
8a · Fundraising events: contributions included on line 1c
$0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0 · program services $0
-
2 · Grants to domestic individuals
total $0 · program services $0
-
3 · Grants to foreign organizations and individuals
total $0 · program services $0
-
4 · Benefits paid to or for members
total $0 · program services $0
-
5 · Compensation of officers, directors and key employees
total $103,884 · program services $83,107 · management and general $15,583 · fundraising $5,194
-
6 · Compensation of disqualified persons
total $163,723 · program services $163,723 · management and general $0 · fundraising $0
-
7 · Other salaries and wages
total $0 · program services $0 · management and general $0 · fundraising $0
-
8 · Pension plan contributions
total $0 · program services $0 · management and general $0 · fundraising $0
-
9 · Other employee benefits
total $0 · program services $0 · management and general $0 · fundraising $0
-
10 · Payroll taxes
total $0 · program services $0 · management and general $0 · fundraising $0
-
11g · Fees: other
total $23,970 · program services $20,431 · management and general $3,539 · fundraising $0
-
12 · Advertising and promotion
total $0 · program services $0 · management and general $0 · fundraising $0
-
14 · Information technology
total $15,268 · program services $11,786 · management and general $3,482 · fundraising $0
-
16 · Occupancy
total $10,883 · program services $8,456 · management and general $2,427 · fundraising $0
-
17 · Travel
total $7,645 · program services $7,645 · management and general $0 · fundraising $0
-
18 · Travel or entertainment for public officials
total $0 · program services $0 · management and general $0 · fundraising $0
-
19 · Conferences, conventions and meetings
total $0 · program services $0 · management and general $0 · fundraising $0
-
20 · Interest
total $0 · program services $0 · management and general $0 · fundraising $0
-
21 · Payments to affiliates
total $0 · program services $0 · management and general $0 · fundraising $0
-
22 · Depreciation, depletion and amortization
total $0 · program services $0 · management and general $0 · fundraising $0
-
23 · Insurance
total $6,150 · program services $0 · management and general $6,150 · fundraising $0
-
24a · Other expenses: Printing and Postage
total $31,770 · program services $31,770 · management and general $0 · fundraising $0
-
24b · Other expenses: Intern savings stipends
total $40,630 · program services $40,630 · management and general $0 · fundraising $0
-
24c · Other expenses: Other Expenses
total $18,873 · program services $15,945 · management and general $2,928 · fundraising $0
-
24d · Other expenses: Fiscal Agent
total $36,400 · program services $36,400 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $392,285 · end of year $255,013
-
2 · Savings and temporary cash investments
end of year $254,001
-
25 · Other liabilities
beginning of year $5,718 · end of year $17,182
-
27 · Net assets without donor restrictions
beginning of year $386,567 · end of year $491,832
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $0
Mission and programs · 2023
Mission
Prepare students and families for the economic and financial decisions they will make both today and tomorrow. Meeting the needs of families and youth with limited resources is emphasized.
Activities or mission (Part I)
Prepare students and families for the economic and financial decisions they will make both today and tomorrow.
-
Grades K-12 financial literacy education in schools and libraries, includes summer job financial literacy programming and foster youth financial literacy training
Expenses $369,533
-
On The Money Financial Literacy program and magazine
Expenses $13,960
-
Other
Expenses $36,400
As filed on the 2023 return.
Listed in Part VII
-
Tracy Frizzell
Executive Director
- Total calculated
- $103,884
- From this org
- $103,884
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Brian Frizzell
Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
Zachary Brown
Director
- Total calculated
- $0
- Hours/week
- 1
-
Alberto Roman
Director
- Total calculated
- $0
- Hours/week
- 1
-
Angelina Mendoza
Director
- Total calculated
- $0
- Hours/week
- 1
-
Christine Tinker
Director
- Total calculated
- $0
- Hours/week
- 1
-
Deborah Ross
Director
- Total calculated
- $0
- Hours/week
- 1
-
Liz Myers
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kenya Vanosten-ProminKENYA VANOSTEN-PROMIN
Director
- Total calculated
- $0
- Hours/week
- 1
-
Margaret Johnnson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Michael Fehlman
Director
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, 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. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$35,500
EAC provided grant for working credit to provide credit workshops and credit building education to city college students
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202411299349300901
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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