Form 990 for tax year 2023
Filed by SOCIETY FOR FINANCIAL EDUCATION & PROFESSIONAL DEVELOPMENT.
Totals
- Total revenue
- $1,078,625
- Total expenses
- $1,035,867
- Contributions and grants received
- $926,218
- Grants paid
- $0
- Program service revenue
- $74,588
- Investment income
- $3,231
- Other revenue
- $74,588
- Total assets, end of year
- $564,088
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $564,088
- Program services expenses (Part IX)
- $997,310
- Management and general expenses
- $38,557
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,035,867
Program services were 96.3% 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)
$767,500
-
1f · All other contributions, gifts and grants
$158,718
-
2a · Program service revenue: SPONSORSHIP EXHIBIT
total $74,588 · related or exempt $74,588
-
3 · Investment income
total $3,231 · related or exempt $3,231
-
8c · Net income from fundraising events
total $0
-
11a · Other revenue: OTHER PROGRAM REV
total $74,588 · related or exempt $74,588
-
11e · Other revenue, total
$74,588
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $279,462 · program services $251,516 · management and general $27,946
-
7 · Other salaries and wages
total $15,752 · program services $7,254 · management and general $8,498
-
10 · Payroll taxes
total $21,151 · program services $20,501 · management and general $650
-
13 · Office expenses
total $11,791 · program services $10,328 · management and general $1,463
-
17 · Travel
total $42,194 · program services $42,194
-
19 · Conferences, conventions and meetings
total $61,981 · program services $61,981
-
24a · Other expenses: PRESENTERS FINANCIAL ED
total $88,370 · program services $88,370
-
24b · Other expenses: CONSULTING FEES
total $23,500 · program services $23,500
-
24c · Other expenses: STUDENT AMBASSADORS PROG
total $421,488 · program services $421,488
-
24d · Other expenses: PROFESSIONAL SERVICES
total $70,178 · program services $70,178
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $579,330 · end of year $360,827
-
2 · Savings and temporary cash investments
end of year $203,261
-
27 · Net assets without donor restrictions
beginning of year $579,330 · end of year $564,088
Mission and programs · 2023
Mission
TO ENHANCE THE FINANCIAL AND ECONOMIC LITERACY OF INDIVIDUALS AND AMERICAN HOUSEHOLDS
-
IN 2023 THE PROGRAM PROVIDED FINANCIAL AND ECONOMIC LITERACY TRAINING
Expenses $1,035,867 · Grants $1,078,625
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Ted DanielsTED DANIELS
PRESIDENT
- Total calculated
- $103,462
- From this org
- $103,462
- From related orgs
- $0
- Other
- $0
- Hours/week
- 30
-
Una D EdwardsUNA D EDWARDS
VICE PRESIDENT
- Total calculated
- $75,500
- From this org
- $75,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Tiffany MurrayTIFFANY MURRAY
MANAGING DIR
- Total calculated
- $100,500
- From this org
- $100,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Scott BinderSCOTT BINDER
TREAS
- Total calculated
- $0
- Hours/week
- 5
-
Dr M WhiteDR M WHITE
BD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Jackelyn HowarJACKELYN HOWAR
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
M PughM PUGH
PRES OF BOARD
- Total calculated
- $0
- Hours/week
- 5
-
Dr Ghebreyesus
BD MBR
- Total calculated
- $0
- Hours/week
- 5
-
Dr B C HowardDR B C HOWARD
BD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
A de GRAVELLES
BD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Len FoxwellLEN FOXWELL
BD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Dr B JonesDR B JONES
BD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Robert WesleyROBERT WESLEY
BD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
J RattleyJ RATTLEY
BD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Dr M ROBBANI
B MEMBER
- Total calculated
- $0
- Hours/week
- 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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 April 2024
- IRS schema version
- 2023v5.0
- Source object
- 202401939349302070
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