Totals
- Total revenue
- $323,918
- Total expenses
- $566,731
- Contributions and grants received
- $294,903
- Grants paid
- $0
- Program service revenue
- $26,170
- Investment income
- $2,845
- Other revenue
- $0
- Total assets, end of year
- $266,007
- Total liabilities, end of year
- $104,746
- Net assets or fund balances, end of year
- $161,261
- Program services expenses (Part IX)
- $278,348
- Management and general expenses
- $272,896
- Fundraising expenses
- $15,487
- Program service expenses (Part III)
- $278,348
Program services were 49.1% 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
$294,903
-
1g · Noncash contributions included above
$9,134
-
2a · Program service revenue: PROGRAM SERVICE REVENUE
total $26,170 · related or exempt $26,170
-
3 · Investment income
total $2,845 · related or exempt $2,845
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $83,836 · program services $70,422 · management and general $9,221 · fundraising $4,193
-
7 · Other salaries and wages
total $225,728 · program services $110,411 · management and general $106,752 · fundraising $8,565
-
8 · Pension plan contributions
total $3,570 · program services $2,289 · management and general $1,156 · fundraising $125
-
9 · Other employee benefits
total $28,097 · program services $12,759 · management and general $13,828 · fundraising $1,510
-
10 · Payroll taxes
total $23,797 · program services $14,058 · management and general $8,799 · fundraising $940
-
11c · Fees: accounting
total $68,279 · management and general $68,279
-
11g · Fees: other
total $1,983 · management and general $1,983
-
12 · Advertising and promotion
total $19,213 · program services $3,063 · management and general $16,150
-
13 · Office expenses
total $9,137 · program services $116 · management and general $9,007 · fundraising $14
-
14 · Information technology
total $8,355 · program services $100 · management and general $8,115 · fundraising $140
-
16 · Occupancy
total $17,928 · management and general $17,928
-
17 · Travel
total $2,372 · program services $74 · management and general $2,298
-
19 · Conferences, conventions and meetings
total $4,773 · program services $1,269 · management and general $3,504
-
22 · Depreciation, depletion and amortization
total $4,002 · management and general $4,002
-
23 · Insurance
total $1,633 · management and general $1,633
-
24a · Other expenses: OTHER PROGRAMMING
total $40,259 · program services $40,018 · management and general $241
-
24b · Other expenses: FINANCIAL CAPABILITIES
total $20,468 · program services $20,468
-
24c · Other expenses: ADVOCACY
total $3,301 · program services $3,301
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $162,669 · end of year $53,253
-
2 · Savings and temporary cash investments
beginning of year $50,141 · end of year $111,638
-
9 · Prepaid expenses and deferred charges
beginning of year $3,546
-
10a · Land, buildings and equipment: cost or other basis
$22,958
-
10b · Land, buildings and equipment: accumulated depreciation
$8,338
-
10c · Land, buildings and equipment, net
beginning of year $18,622 · end of year $14,620
-
15 · Other assets
beginning of year $13,285 · end of year $86,496
-
17 · Accounts payable and accrued expenses
beginning of year $640 · end of year $25,733
-
25 · Other liabilities
end of year $79,013
-
27 · Net assets without donor restrictions
beginning of year $12,575
-
28 · Net assets with donor restrictions
beginning of year $235,048 · end of year $161,261
Mission and programs · 2023
Mission
HELPING FAMILIES REWRITE THEIR FINANCIAL LEGACY. WE MOVE CONSUMERS AWAY FROM ASSET-REDUCING PRODUCTS AND PRACTICES LIKE PAYDAY LENDING AND TOWARD ASSET-BUILDING TOOLS AND LIFE-CHANGING FINANCIAL EDUCATION.
Activities or mission (Part I)
HELPING FAMILIES REWRITE THEIR FINANCIAL LEGACY.
-
HELPING FAMILIES REWRITE THEIR FINANCIAL LEGACIES.
Expenses $278,348
As filed on the 2023 return.
Listed in Part VII
-
Dallas LenearDALLAS LENEAR
EXECUTIVE DI
- Total calculated
- $97,280
- From this org
- $83,836
- From related orgs
- $0
- Other
- $13,444
- Hours/week
- 40
-
Dondrea BrownDONDREA BROWN
TREASURER
- Total calculated
- $0
-
Shellida HancockSHELLIDA HANCOCK
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 2
-
Rebecca O'ConnellREBECCA O'CONNELL
CHAIR
- Total calculated
- $0
-
Attah ObandeATTAH OBANDE
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Christopher SmithCHRISTOPHER SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Milinda Ysasi-CastanonMILINDA YSASI-CASTANON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
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 November 2024
- IRS schema version
- 2023v5.0
- Source object
- 202433209349325363
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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