Form 990 for tax year 2023
Filed by JUMPSTART COALITION FOR PERSONAL FINANCIAL LITERACY.
Totals
- Total revenue
- $1,649,173
- Total expenses
- $2,255,248
- Contributions and grants received
- $1,665,605
- Grants paid
- $0
- Program service revenue
- $87,571
- Investment income
- -$104,003
- Other revenue
- $0
- Total assets, end of year
- $2,363,324
- Total liabilities, end of year
- $437,371
- Net assets or fund balances, end of year
- $1,925,953
- Program services expenses (Part IX)
- $1,970,865
- Management and general expenses
- $276,383
- Fundraising expenses
- $8,000
- Program service expenses (Part III)
- $1,970,865
Program services were 87.4% 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.
-
1b · Membership dues
$436,964
-
1f · All other contributions, gifts and grants
$1,228,641
-
2a · Program service revenue: REGISTRATION-CONFERENCE
total $87,571 · related or exempt $87,571
-
3 · Investment income
total $55,484 · excluded $55,484
-
7a · Gross sales of assets other than inventory
securities $940,000
-
7b · Less cost or other basis and sales expenses
securities $1,099,487
-
7c · Gain or loss
securities -$159,487
-
7d · Net gain or loss
total -$159,487 · excluded -$159,487
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $214,444 · program services $163,747 · management and general $50,697
-
7 · Other salaries and wages
total $213,074 · program services $162,701 · management and general $50,373
-
8 · Pension plan contributions
total $3,107 · program services $2,372 · management and general $735
-
9 · Other employee benefits
total $20,845 · program services $15,917 · management and general $4,928
-
10 · Payroll taxes
total $29,885 · program services $22,748 · management and general $7,137
-
11b · Fees: legal
total $9,592 · program services $8,675 · management and general $917
-
11c · Fees: accounting
total $88,158 · management and general $88,158
-
11g · Fees: other
total $884,332 · program services $849,080 · management and general $27,252 · fundraising $8,000
-
12 · Advertising and promotion
total $264 · program services $212 · management and general $52
-
13 · Office expenses
total $27,009 · program services $16,198 · management and general $10,811
-
16 · Occupancy
total $77,331 · management and general $77,331
-
17 · Travel
total $54,092 · program services $29,838 · management and general $24,254
-
19 · Conferences, conventions and meetings
total $512,546 · program services $503,650 · management and general $8,896
-
22 · Depreciation, depletion and amortization
total $12,639 · program services $12,639
-
23 · Insurance
total $9,277 · management and general $9,277
-
24a · Other expenses: OTHER
total $86,462 · program services $43,026 · management and general $43,436
-
24b · Other expenses: PAYROLL PROCESSING FEE
total $12,193 · management and general $12,193
-
24c · Other expenses: INDIRECT ALLOCATION
total -$2 · program services $140,062 · management and general -$140,064
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $215,081 · end of year $190,481
-
2 · Savings and temporary cash investments
beginning of year $5,014 · end of year $927
-
4 · Accounts receivable
beginning of year $18,403
-
9 · Prepaid expenses and deferred charges
beginning of year $81,300 · end of year $1,601
-
10a · Land, buildings and equipment: cost or other basis
$105,448
-
10b · Land, buildings and equipment: accumulated depreciation
$53,087
-
10c · Land, buildings and equipment, net
beginning of year $10,000 · end of year $52,361
-
11 · Investments: publicly traded securities
beginning of year $2,152,250 · end of year $1,788,642
-
15 · Other assets
beginning of year $385,826 · end of year $329,312
-
17 · Accounts payable and accrued expenses
beginning of year $213,681 · end of year $59,549
-
19 · Deferred revenue
beginning of year $72,000 · end of year $1,000
-
25 · Other liabilities
beginning of year $430,561 · end of year $376,822
-
27 · Net assets without donor restrictions
beginning of year $1,686,808 · end of year $1,524,591
-
28 · Net assets with donor restrictions
beginning of year $464,824 · end of year $401,362
Mission and programs · 2023
Mission
JUMPSTART IS A COALITION OF DIVERSE FINANCIAL EDUCATION STAKEHOLDERS. THESE ORGANIZATIONS WORK TOGETHER TO EDUCATE AND PREPARE OUR NATION'S YOUTH FOR LIFE-LONG FINANCIAL SUCCESS.
-
STATE COALITIONS - STATE COALITIONS ARE INDEPENDENT AFFILIATES THAT SUPPORT JUMPSTART'S MISSION AND SERVE AS A STATE-WIDE NETWORK OF INDIVIDUALS AND ENTITIES THAT COLLABORATE TO CONDUCT AND/OR SUPPORT FINANCIAL EDUCATION AND FINANCIAL LITERACY.
Expenses $179,194
-
PROJECT GROUNDSWELL/CHECK YOUR SCHOOL - IN 2019, JUMPSTART LAUNCHED CHECK YOUR SCHOOL, A PUBLIC-ENGAGEMENT CAMPAIGN DESIGNED TO SUPPORT THE GOALS OF PROJECT GROUNDSWELL. THE WEBSITE FEATURES A SEARCHABLE DATABASE WHERE YOU CAN "CHECK YOUR SCHOOL," THEN "CHECK AT YOUR SCHOOL AND SHARE WHAT YOU KNOW. IN 2023 A PROGRAM CALLED THE JUMP$TART TEEN TEACH-IN WAS ALSO INCORPORATED IN THIS CAMPAIGN, ENTAILING HIGH SCHOOL TEACHERS TAKING THEIR STUDENTS INTO ELEMENTARY SCHOOLS AND HAVING HIGH SCHOOL STUDENTS TEACHC A LESSON ON BASIC PERSONAL FINANCE TO THE YOUNGER KIDS.
Expenses $298,046
-
NATIONAL EDUCATOR CONFERENCE -THE JUMP$TART NATIONAL EDUCATOR CONFERENCE ALIGNS WITH THE COALITION'S THREE STRATEGIC PILLARS: COMMUNICATION, COLLABORATION, AND SUPPORT FOR EFFECTIVENESS IN FINANCIAL EDUCATION. THE CONFERENCE ALSO SUPPORTS THE GOALS OF PROJECT GROUNDSWELL AND CHECKYOURSCHOOL, JUMP$TART'S CAMPAIGN TO INCREASE AND IMPROVE FINANCIAL EDUCATION IN ELEMENTARY, MIDDLE, AND HIGH SCHOOLS ACROSS THE COUNTRY.
Expenses $904,973 · Revenue $513,821
-
OTHER PROGRAMS TO IMPROVE FINANCIAL LITERACY AND TO PREPARE YOUTH FOR FINANCIAL DECISION MAKING.
Expenses $588,652
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
ANDREE TAYLOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
BILLY J HENSLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
BONNIE WALLACE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
CASEY CORTESE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
CHRISTINA CUZZI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
COLLEEN P TRESSLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
COREY CARLISLE
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
DEMETRIUS SCOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
DENNIS DUQUETTE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
ELIZABETH KISS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
ELIZABETH ORTIZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
GERALDINE WALSH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
HUGH NORTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
J MICHAEL COLLINS
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
JARED DAVIDOVE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
LAURA LEVINE NON-VOTING
PRESIDENT/CEO
- Total calculated
- $214,444
- From this org
- $184,444
- From related orgs
- $0
- Other
- $30,000
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $184,444
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $30,000
- Filer's total
- $214,444
-
LAURA MILNER SHIPLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
LINDSAY TORRICO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
LORI MYERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
LORI SCHOCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
MELANIE MORTIMER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
NAN J MORRISON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
RACHAEL DELEON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
RAY MARTINEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
RHONDA ASHBURN
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
ROD GRIFFIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
TRACIE ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
WILLIAM E ODOM
DIRECTOR EMERITUS
- Total calculated
- $0
- Hours/week
- 0.5
-
LAURA FISHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
BUFFY MURPHY
OFFICER
- Total calculated
- $0
- Hours/week
- 0.5
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433209349312393
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.