Totals
- Total revenue
- $448,212
- Total expenses
- $390,844
- Contributions and grants received
- $345,862
- Grants paid
- $0
- Program service revenue
- $102,254
- Investment income
- $96
- Other revenue
- $0
- Total assets, end of year
- $392,285
- Total liabilities, end of year
- $5,718
- Net assets or fund balances, end of year
- $386,567
- Program services expenses (Part IX)
- $343,746
- Management and general expenses
- $41,796
- Fundraising expenses
- $5,302
- Program service expenses (Part III)
- $343,746
Program services were 87.9% 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
$345,862
-
2a · Program service revenue: SCHOOLS AND EDUCATIONAL SERVICES
total $102,254 · unrelated business $0 · excluded $0
-
3 · Investment income
total $96 · unrelated business $0 · excluded $0
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $135,671 · program services $130,871 · management and general $4,800 · fundraising $0
-
6 · Compensation of disqualified persons
total $117,545 · program services $107,945 · management and general $9,600 · fundraising $0
-
11g · Fees: other
total $47,198 · program services $47,198 · management and general $0 · fundraising $0
-
12 · Advertising and promotion
total $33,325 · program services $33,325 · management and general $0 · fundraising $0
-
14 · Information technology
total $15,188 · program services $11,357 · management and general $3,831 · fundraising $0
-
16 · Occupancy
total $2,583 · program services $2,583 · management and general $0 · fundraising $0
-
17 · Travel
total $10,467 · program services $10,467 · management and general $0 · fundraising $0
-
23 · Insurance
total $5,736 · program services $0 · management and general $5,736 · fundraising $0
-
24a · Other expenses: FUNDRAISING
total $5,302 · program services $0 · management and general $0 · fundraising $5,302
-
24e · All other expenses
total $17,829 · program services $0 · management and general $17,829 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $334,611 · end of year $392,285
-
25 · Other liabilities
beginning of year $5,410 · end of year $5,718
-
31 · Retained earnings, endowment or other funds
beginning of year $329,201 · end of year $386,567
Mission and programs · 2022
Mission
PREPARE STUDENTS AND FAMILIES FOR THE ECONOMIC AND FINANCIAL DECISIONS THEY WILL MAKE BOTH TODAY AND TOMORROW. MEETING THE NEEDS OF FAMILIES AND YOUTH WITH LIMITED RESOURCES.
-
GRADES K-12 FINANCIAL LITERACY EDUCATION IN SCHOOLS AND LIBRARIES
Expenses $308,526
-
ON THE MONEY FINANCIAL LITERACY MAGAZINE
Expenses $13,396
-
OTHER
Expenses $21,824
As filed on the 2022 return.
Listed in Part VII
-
Tracy FrizzellTRACY FRIZZELL
EXECUTIVE DIRECTOR
- Total calculated
- $96,380
- From this org
- $96,380
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Brian FrizzellBRIAN FRIZZELL
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Teresa LwinTERESA LWIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Deborah RossDEBORAH ROSS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Margaret JohnssonMARGARET JOHNSSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Angelina MendozaANGELINA MENDOZA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Liz MyersLIZ MYERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Anthony ScottANTHONY SCOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Zack BrownZACK BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Alberto RomanALBERTO ROMAN
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 cash amount reported
TRAINING, EDUCATION & SUPPLIES
-
DFSS
no cash amount reported
TRAINING, EDUCATION & SUPPLIES
-
no cash amount reported
TRAINING, EDUCATION & SUPPLIES
-
no cash amount reported
TRAINING, EDUCATION & SUPPLIES
-
no cash amount reported
TRAINING, EDUCATION & SUPPLIES
-
no cash amount reported
TRAINING, EDUCATION & SERVICES
-
no cash amount reported
TRAINING, EDUCATION & SERVICES
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 8 September 2023
- IRS schema version
- 2022v5.0
- Source object
- 202332519349300443
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