Form 990 for tax year 2023
Filed by COUNCIL ON ECONOMIC EDUCATION IN MARYLAND.
Totals
- Total revenue
- $970,955
- Total expenses
- $721,396
- Contributions and grants received
- $938,424
- Grants paid
- $0
- Program service revenue
- $6,915
- Investment income
- $25,616
- Other revenue
- $0
- Total assets, end of year
- $1,093,136
- Total liabilities, end of year
- $2,301
- Net assets or fund balances, end of year
- $1,090,835
- Program services expenses (Part IX)
- $556,633
- Management and general expenses
- $109,742
- Fundraising expenses
- $55,021
- Program service expenses (Part III)
- $556,633
Program services were 77.2% 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.
-
1e · Government grants (contributions)
$276,802
-
1f · All other contributions, gifts and grants
$661,622
-
2a · Program service revenue: STOCK MARKET GAME FEES
total $6,915 · related or exempt $6,915
-
3 · Investment income
total $17,107 · excluded $17,107
-
7a · Gross sales of assets other than inventory
securities $141,707
-
7b · Less cost or other basis and sales expenses
securities $133,198
-
7c · Gain or loss
securities $8,509
-
7d · Net gain or loss
total $8,509 · excluded $8,509
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $93,726 · program services $93,726
-
11c · Fees: accounting
total $56,050 · management and general $56,050
-
11f · Fees: investment management
total $5,677 · management and general $5,677
-
11g · Fees: other
total $357,089 · program services $264,727 · management and general $40,931 · fundraising $51,431
-
13 · Office expenses
total $10,950 · program services $1,171 · management and general $6,784 · fundraising $2,995
-
19 · Conferences, conventions and meetings
total $11,471 · program services $10,971 · management and general $100 · fundraising $400
-
24a · Other expenses: EDUCATIONAL PROGRAMS &
total $185,830 · program services $185,830 · management and general $0 · fundraising $0
-
24b · Other expenses: COMMUNICATIONS
total $603 · program services $208 · management and general $200 · fundraising $195
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $197,362 · end of year $197,416
-
2 · Savings and temporary cash investments
beginning of year $143,808 · end of year $177,368
-
4 · Accounts receivable
beginning of year $21,000 · end of year $55,500
-
9 · Prepaid expenses and deferred charges
beginning of year $2,628 · end of year $3,057
-
11 · Investments: publicly traded securities
beginning of year $434,290 · end of year $659,795
-
17 · Accounts payable and accrued expenses
end of year $2,301
-
27 · Net assets without donor restrictions
beginning of year $749,088 · end of year $850,142
-
28 · Net assets with donor restrictions
beginning of year $50,000 · end of year $240,693
Mission and programs · 2023
Mission
TO IMPROVE ECONOMIC AND PERSONAL FINANCE UNDERSTANDING AMONG MARYLANDERS, ESPECIALLY CHILDREN, SO THAT THEY LEAVE SCHOOL PREPARED TO MAKE INFORMED ECONOMIC AND PERSONAL FINANCE DECISIONS AS CONSUMERS, SAVERS, INVESTORS, WORKERS AND CITIZENS.
Activities or mission (Part I)
TO PROMOTE ECONOMIC EDUCATION
-
SERVICES PROVIDED AND PAYMENTS TO VARIOUS EDUCATIONAL INSTITUTIONS.
Expenses $556,633 · Revenue $6,915
As filed on the 2023 return.
Listed in Part VII
-
Cyndy AllenCYNDY ALLEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Karen GibbsKAREN GIBBS
COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Dan EllermanDAN ELLERMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert C BarclayROBERT C BARCLAY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Wade BarnesWADE BARNES
COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Alfonso N Pearson JrALFONSO N PEARSON JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sherrice DavisSHERRICE DAVIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Liz MontiLIZ MONTI
COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Laura FisherLAURA FISHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer HeitnerJENNIFER HEITNER
COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Kate NormanKATE NORMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Cindy JonesCINDY JONES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Keith O' NeilKEITH O' NEIL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael RezaMICHAEL REZA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ken VenickKEN VENICK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Rick WebbRICK WEBB
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Amy GrutznerAMY GRUTZNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Don WalshDON WALSH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ann WilliamsANN WILLIAMS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ashley ZumbrunASHLEY ZUMBRUN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michelle CoatesMICHELLE COATES
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Mark RingMARK RING
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Simon PatersonSIMON PATERSON
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Andrew BauerANDREW BAUER
SECRETARY
- 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
- 2023
- Filed
- 15 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202520159349300782
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