Form 990 for tax year 2022
Filed by JUMPSTART COALITION FOR PERSONAL FINANCIAL LITERACY.
Totals
- Total revenue
- $6,262
- Total expenses
- $74,002
- Contributions and grants received
- $6,088
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $174
- Other revenue
- $0
- Total assets, end of year
- $527,526
- Total liabilities, end of year
- $1
- Net assets or fund balances, end of year
- $527,525
- Program services expenses (Part IX)
- $28,464
- Management and general expenses
- $45,538
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $28,464
Program services were 38.5% 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.
-
1f · All other contributions, gifts and grants
$6,088
-
3 · Investment income
total $174 · related or exempt $174
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $31,500 · management and general $31,500
-
11b · Fees: legal
total $3,750 · management and general $3,750
-
11c · Fees: accounting
total $1,300 · management and general $1,300
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $812 · management and general $812
-
13 · Office expenses
total $960 · management and general $960
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $17,286 · program services $11,874 · management and general $5,412
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $1,388 · management and general $1,388
-
24a · Other expenses: Program Support
total $11,250 · program services $11,250
-
24b · Other expenses: Educational Materials
total $5,725 · program services $5,340 · management and general $385
-
24c · Other expenses: Postage and Shipping
total $24 · management and general $24
-
24d · Other expenses: Printing and Publications
total $7 · management and general $7
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $16,515 · end of year $23,601
-
2 · Savings and temporary cash investments
beginning of year $578,750 · end of year $503,925
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
25 · Other liabilities
end of year $1
-
27 · Net assets without donor restrictions
beginning of year $303,384 · end of year $238,904
-
28 · Net assets with donor restrictions
beginning of year $291,881 · end of year $288,621
Mission and programs · 2022
Mission
Our mission is to improve the personal financial literacy of California's youth: 1. By helping the personal finance education community become more connected, effective and powerful and 2. By supporting the implementation of personal finance education at every level from K-12th grades.
-
Our focus is to have an advocate who is deeply knowledgable and recognized by legislators and staff, to promote the importance of financial literacy in California. Our state is one of the few remaining states that does not require personal finance education in K-12 schools.
Expenses $28,464
As filed on the 2022 return.
Listed in Part VII
-
Karen Anderson
Vice President
- Total calculated
- $0
- Hours/week
- 4
-
Stephanie Lee
Treasurer
- Total calculated
- $0
- Hours/week
- 4
-
Ann Stahl
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
John Angelo
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kathie Blanchette
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jim Charkins
Director
- Total calculated
- $0
- Hours/week
- 1
-
Rebecca Gallagher
Chairman
- Total calculated
- $0
- Hours/week
- 8
-
Bruce Kajiwara
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lisa Amos
Director
- Total calculated
- $0
- Hours/week
- 1
-
Abby Ulm
Director
- Total calculated
- $0
- Hours/week
- 1
-
Hayley McKane
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ross Slutsky
Director
- Total calculated
- $0
- Hours/week
- 1
-
Susan Stone
Director
- Total calculated
- $0
- Hours/week
- 1
-
Andrea Ferrero
Director
- Total calculated
- $0
- Hours/week
- 1
-
Cathy Washer
Director
- Total calculated
- $0
- Hours/week
- 1
-
Melissa Webb
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tena Lozano
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mitch Freedman
Director
- Total calculated
- $0
- Hours/week
- 1
-
Denise Gutierrez
Director
- Total calculated
- $0
- Hours/week
- 1
-
David Lo
Director
- Total calculated
- $0
- Hours/week
- 1
-
Vera Jacobson-Lundeberg
Director
- Total calculated
- $0
- Hours/week
- 1
-
Russell Clifford
Director
- Total calculated
- $0
- Hours/week
- 1
-
Chase Peckham
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 17 May 2023
- IRS schema version
- 2022v5.0
- Source object
- 202301379349300145
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