Form 990 for tax year 2023

Totals

Total revenue

$222,108

Total expenses

$158,915

Contributions and grants received

$158,771

Grants paid

$98,657

Program service revenue

$0

Investment income

$63,337

Other revenue

$0

Total assets, end of year

$1,785,194

Total liabilities, end of year

$23,399

Net assets or fund balances, end of year

$1,761,795

Program services expenses (Part IX)

$112,285

Management and general expenses

$46,630

Fundraising expenses

$0

Program service expenses (Part III)

$112,285

Program services were 70.7% 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.

Mission and programs · 2023

• OUR LARGEST PROGRAM EXPENSE INVOLVED PAYMENT TO JAMES MADISON UNIVERSITY WHICH, IN TURN, PAID THE SALARY TO SUPPORT A FULL-TIME TEACHER ADVOCATE AND CONSULTANT WHO DELIVERED ECONOMIC AND FINANCIAL LITERACY EDUCATIONAL PROGRAMS AND RESOURCES PRIMARILY FOR THE BENEFIT OF LOCAL TEACHERS. OUR PROGRAM REACH EXTENDS TO THE REGION, STATE, AND NATION THROUGH IN-PERSON AND VIRTUAL PRESENTATIONS.* YES SPONSORED TEACHER WORKSHOPS REACHED 362 TEACHERS AND AN ESTIMATED 362,000 STUDENTS.* 13 NATIONAL PRESENTATIONS REACHED 352 TEACHERS AND AN ESTIMATED 352,000 STUDENTS.- CONTINUED ON SCHEDULE OIN ADDITION TO PROVIDING WORKSHOPS AND PRESENTATIONS THROUGHOUT THE YEAR, THIS INDIVIDUAL ASSISTED TEACHERS IN INCOPORATING ECONOMICS AND PERSONAL FINANCE INTO THEIR LESSONS AND ACTIVITIES VIA PHONE, EMAIL, ZOOM, OR IN THEIR CLASSROOMS, AS REQUESTED, AND OVERSAW ALL OTHER PROGRAMS OFFERED BY YES.

  Expenses $98,657 · Grants $98,657

• THE STOCK MARKET GAME WAS THE SECOND LARGEST PROGRAM EXPENSE IN THIS FISCAL YEAR. THIS IS A NATIONAL COMPREHENSIVE ECONOMICS AND PERSONAL FINANCE EDUCATION PROGRAM FOR GRADES 4 TO 12. 34 ELEMENTARY, MIDDLE AND HIGH SCHOOL TEACHERS IN OUR REGION AND 1416 STUDENTS PARTCIPATED IN THE PROGRAM. FOUR LOCAL TEAMS, INCLUDING 13 STUDENTS, WON AT THE STATE LEVEL. YES HOSTED A RECEPTION TO CELEBRATE AND RECOGNIZE 16 OF THE TOP TEAMS IN OUR REGION. - CONTINUED ON SCHEDULE O

  Expenses $7,750

• THE MINI-ECONOMY, CULMINATING IN THE GLOBAL ENTREPRENEURSHIP MARKETPLACE(GEM) FAIR, WAS OUR THIRD LARGEST PROGRAMMING EXPENSE. A MINI-ECONOMY IS A CLASSROOM SIMULATION WHICH ALLOWS STUDENTS TO LEARN REAL WORLD LESSONS ON HOW MARKETS WORK. STUDENTS LERN ABOUT CURRENY, JOBS, GOODS VS. SERVICES, COST OF GOODS SOLD, PRICING, MARKETING , AND HOW PRODUCERS AND CONSUMERS INTERACT IN THE MARKET PLACE.* 11 TEACHERS HOSTED MININ ECONOMIES IN THEIR CLASSROOMS AND REACHED 242 STUDENTS.* 2 TEACHERS CHECKED OUT MINI ECONOMY BOXES WHICH HAD ALL MATERIALS FOR RUNNING A CLASSROOM MINI-ECONOMY, REACHING 50 STUDENTS.- CONTINUED ON SCHEDULE O* 12 TEACHERS AND 178 STUDENTS ATTENDED THE GEM FAIR THIS YEAR.ANOTHER PARTNER, EXPLORE MORE DISCOVERY MUSEUM HOSTED A MINI-ECONOMY CALLED CAMP MILLIONAIRE IN WHICH 30 STUDNETS PARTICIPATED.

  Expenses $2,361

•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

  Expenses $3,517

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

• JAMES MADISON UNIVERSITY

  $0

  FUNDING FOR PROGRAM

Provenance

Return type

form_990

Tax year

2023

Filed

10 October 2024

IRS schema version

2023v5.1

Source object

202413059349302906

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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