Totals
- Total revenue
- $1,256,169
- Total expenses
- $1,521,968
- Contributions and grants received
- $1,080,372
- Grants paid
- $130,500
- Program service revenue
- $175,000
- Investment income
- $797
- Other revenue
- $0
- Total assets, end of year
- $1,119,101
- Total liabilities, end of year
- $60,110
- Net assets or fund balances, end of year
- $1,058,991
- Program services expenses (Part IX)
- $1,091,804
- Management and general expenses
- $254,702
- Fundraising expenses
- $175,462
- Program service expenses (Part III)
- $1,091,804
Program services were 71.7% 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
$1,080,372
-
1g · Noncash contributions included above
$363,838
-
2a · Program service revenue: EDUCATION CLASSES
total $175,000 · related or exempt $175,000
-
3 · Investment income
total $797 · excluded $797
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $130,500 · program services $130,500
-
5 · Compensation of officers, directors and key employees
total $154,770 · program services $105,243 · management and general $29,407 · fundraising $20,120
-
7 · Other salaries and wages
total $527,319 · program services $359,178 · management and general $102,427 · fundraising $65,714
-
8 · Pension plan contributions
total $20,297 · program services $13,016 · management and general $4,574 · fundraising $2,707
-
9 · Other employee benefits
total $83,237 · program services $56,784 · management and general $11,954 · fundraising $14,499
-
10 · Payroll taxes
total $50,951 · program services $33,981 · management and general $10,528 · fundraising $6,442
-
11b · Fees: legal
total $135 · management and general $135
-
11c · Fees: accounting
total $56,655 · management and general $56,655
-
11e · Fees: professional fundraising services
total $22,750 · fundraising $22,750
-
11g · Fees: other
total $65,318 · program services $57,558 · management and general $3,432 · fundraising $4,328
-
12 · Advertising and promotion
total $22,325 · fundraising $22,325
-
13 · Office expenses
total $72,494 · program services $52,950 · management and general $9,261 · fundraising $10,283
-
14 · Information technology
total $197,514 · program services $176,306 · management and general $18,352 · fundraising $2,856
-
16 · Occupancy
total $4,562 · program services $3,281 · management and general $765 · fundraising $516
-
17 · Travel
total $9,731 · program services $3,894 · management and general $4,289 · fundraising $1,548
-
23 · Insurance
total $9,067 · program services $6,594 · management and general $1,099 · fundraising $1,374
-
24a · Other expenses: MENTORSHIP PROGRAM
total $87,129 · program services $87,129
-
24b · Other expenses: MISCELLANEOUS
total $3,730 · program services $3,730
-
24c · Other expenses: MEMBERSHIPS
total $3,484 · program services $1,660 · management and general $1,824
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $204,060
-
2 · Savings and temporary cash investments
beginning of year $253,999 · end of year $818
-
3 · Pledges and grants receivable
end of year $869,647
-
4 · Accounts receivable
end of year $9,188
-
9 · Prepaid expenses and deferred charges
end of year $35,388
-
17 · Accounts payable and accrued expenses
beginning of year $7,046 · end of year $60,110
-
27 · Net assets without donor restrictions
beginning of year $14,620 · end of year $23,301
-
28 · Net assets with donor restrictions
beginning of year $232,333 · end of year $1,035,690
Mission and programs · 2023
Mission
CHANGING FINANCIAL FUTURES FOREVER STARTING NOW.
Activities or mission (Part I)
WE PROVIDE BASIC FINANCIAL EDUCATION TO YOUNG PEOPLE IN NEED OF FINANCIAL MENTORSHIP.
-
3RD DECADE IS A NONPROFIT ORGANIZATION DEDICATED TO EMPOWERING INDIVIDUALS TO ACHIEVE FINANCIAL STABILITY AND INDEPENDENCE. OUR COMPREHENSIVE PROGRAM FOCUSES ON BEHAVIORAL CHANGE, LONG-TERM FINANCIAL GOAL SETTING, AND EQUIPPING PARTICIPANTS WITH THE NECESSARY KNOWLEDGE AND TOOLS TO SECURE THEIR FINANCIAL FUTURE. WITH A GROWING TEAM AND 128 VOLUNTEERS, 3RD DECADE SERVES PARTICIPANTS THROUGH A TWO-PART PROGRAM OFFERED QUARTERLY. THE PROGRAM CONSISTS OF: FINANCIAL EDUCATION: TEN-HOUR CURRICULUM DELIVERED THROUGH LIVE OR ON-DEMAND CLASSES COVERING ESSENTIAL FINANCIAL CONCEPTS. MENTORSHIP: TWO-YEAR ONE-ON-ONE GUIDANCE FROM A FINANCIAL MENTOR TO CREATE AND IMPLEMENT PERSONALIZED FINANCIAL PLANS. FINANCIAL JUMPSTART: TO ENCOURAGE LONG-TERM SAVINGS, 3RD DECADE CONTRIBUTES A MATCHING $250 TO PARTICIPANTS' ROTH IRAS. MENTORS FROM ACROSS THE COUNTY DONATE THEIR TIME, EXPERTISE AND PASSION TO GUIDE PARTICIPANTS ON THEIR FINANCIAL JOURNEYS.KEY IMPACTS:- PARTICIPANTS FROM 40 STATES PARTICIPATED IN THE 3RD DECADE PROGAM- 739 NEW PARTICIPANTS ONBOARDED IN 2023- 1,314 NUMBER OF INDIVIDUALS SERVED IN 2023 INCLUDING NEWLY ONBOARDED- 1,057 ALUMS GRADUATED THE FULL 2-YEAR MENTORING PROGRAM- AVERAGE AGE OF PARTICIPANTS: 29- 69% FEMALE PARTICIPANTS- 23.2% MALE PARTICIPANTS- 5.1% NON-BINARY- 2.7% PREFER NOT TO ANSWER- AVERAGE NET WORTH CHANGE OVER 2 YEARS: $61,229- AVERAGE GROSS INCOME: $43,911
Expenses $1,017,342 · Grants $130,500 · Revenue $175,000
-
3RD DECADE OFFERS IN-PERSON AND VIRTUAL FINANCIAL EDUCATION WORKSHOPS FOR BUSINESSES, SCHOOLS, NON-PROFITS, AND OTHER ORGANIZATIONS.DORRANCE BRIDGE: TUCSON, TEMPE AND FLAGSTAFF STUDENTS RECEIVED WORKSHOPS ON SELECTED FINANCIAL TOPICS FOR INCOMING FRESHMAN. MILWAUKEE COLLEGE PREP FINANCIAL LITERACY WORKSHOP. USDA FORESTY SERVICE WORKSHOP.IN 2023, 3RD DECADE WORKED WITH VANTAGE WEST TO BUILT OUT A TRAINING PROGRAM FOR EMPLOYEES CALLED "TRAIN THE TRAINER" ON HOW TO PROPERLY DELIVER EDUCATION AND COACH TRAINING TO THEIR STAFF. 3RD DECADE ALSO BUILT OUT AN EDUCATION CLASS FOR THEIR TEAM TO USE AND PROVIDE TO CUSTOMERS SELF-PACED LEARNING MODULES.DORRANCE 3RD DECADE COHORT: DURING 2023, 3RD DECADE WILL SERVE DORRANCE SCHOLARS THROUGH 10 HOURS OF FINANCIAL EDUCATION AND MENTORSHIP OVER THE COURSE OF 2 YEARS.
Expenses $74,462
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Joe'Mar HooperJOE'MAR HOOPER
CHIEF EXECUTIVE OFFICER
- Total calculated
- $154,770
- From this org
- $145,609
- From related orgs
- $0
- Other
- $9,161
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $131,000
- Bonus
- $10,000
- Other
- $4,609
- Deferred
- $0
- Nontaxable benefits
- $9,161
- Filer's total
- $154,770
-
Robert SwiftROBERT SWIFT
PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Jeff LockeJEFF LOCKE
TREASURER
- Total calculated
- $0
- Hours/week
- 0.2
-
Desiree CunninghamDESIREE CUNNINGHAM
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.2
-
Ashley IlardoASHLEY ILARDO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Kerri Lopez-HowellKERRI LOPEZ-HOWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- BONUSES ARE BASED ON BOARD DISCRETION.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 22 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423039349301482
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