Totals
- Total revenue
- $2,085,450
- Total expenses
- $2,080,020
- Contributions and grants received
- $1,988,025
- Grants paid
- $190,483
- Program service revenue
- $10,140
- Investment income
- $57,887
- Other revenue
- $29,398
- Total assets, end of year
- $2,542,327
- Total liabilities, end of year
- $442,905
- Net assets or fund balances, end of year
- $2,099,422
- Program services expenses (Part IX)
- $1,534,957
- Management and general expenses
- $186,786
- Fundraising expenses
- $358,277
- Program service expenses (Part III)
- $1,534,957
Program services were 73.8% 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.
-
1c · Fundraising events
$336,727
-
1f · All other contributions, gifts and grants
$1,651,298
-
2a · Program service revenue: MONEY PATH APP
total $10,140 · unrelated business $0 · excluded $0
-
3 · Investment income
total $57,887 · unrelated business $0 · excluded $57,887
-
8a · Fundraising events: gross income
$28,278
-
8a · Fundraising events: contributions included on line 1c
$336,727
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $28,278 · unrelated business $0 · excluded $28,278
-
11a · Other revenue: OTHER
total $1,120 · related or exempt $0 · unrelated business $0 · excluded $1,120
-
11e · Other revenue, total
$1,120
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $190,483 · program services $190,483
-
5 · Compensation of officers, directors and key employees
total $152,894 · program services $53,513 · management and general $38,224 · fundraising $61,157
-
7 · Other salaries and wages
total $836,306 · program services $589,170 · management and general $74,644 · fundraising $172,492
-
8 · Pension plan contributions
total $31,140 · program services $20,232 · management and general $3,553 · fundraising $7,355
-
9 · Other employee benefits
total $79,764 · program services $52,131 · management and general $9,001 · fundraising $18,632
-
10 · Payroll taxes
total $75,425 · program services $49,004 · management and general $8,606 · fundraising $17,815
-
11b · Fees: legal
total $2,884 · program services $0 · management and general $2,884 · fundraising $0
-
11c · Fees: accounting
total $10,735 · program services $0 · management and general $10,735 · fundraising $0
-
11g · Fees: other
total $147,407 · program services $126,616 · management and general $6,031 · fundraising $14,760
-
12 · Advertising and promotion
total $39,938 · program services $28,315 · management and general $874 · fundraising $10,749
-
13 · Office expenses
total $19,540 · program services $14,492 · management and general $520 · fundraising $4,528
-
14 · Information technology
total $73,154 · program services $45,232 · management and general $7,331 · fundraising $20,591
-
16 · Occupancy
total $59,006 · program services $39,678 · management and general $6,249 · fundraising $13,079
-
17 · Travel
total $10,725 · program services $7,805 · management and general $234 · fundraising $2,686
-
19 · Conferences, conventions and meetings
total $65,602 · program services $65,602 · management and general $0 · fundraising $0
-
22 · Depreciation, depletion and amortization
total $222,519 · program services $211,336 · management and general $3,643 · fundraising $7,540
-
23 · Insurance
total $10,521 · program services $6,836 · management and general $1,200 · fundraising $2,485
-
24a · Other expenses: AWARDS PRIZES GIFTS
total $12,119 · program services $11,489 · management and general $205 · fundraising $425
-
24b · Other expenses: DUES AND SUBSCRIPTIONS
total $18,884 · program services $16,275 · management and general $788 · fundraising $1,821
-
24c · Other expenses: MISCELLANEOUS
total $11,163 · program services $0 · management and general $11,163 · fundraising $0
-
24d · Other expenses: PROFESSIONAL DEVELOPMENT
total $9,811 · program services $6,748 · management and general $901 · fundraising $2,162
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $16,809 · end of year $23,109
-
2 · Savings and temporary cash investments
beginning of year $1,682,971 · end of year $1,830,015
-
3 · Pledges and grants receivable
beginning of year $56,500 · end of year $78,750
-
9 · Prepaid expenses and deferred charges
beginning of year $19,535 · end of year $33,604
-
10a · Land, buildings and equipment: cost or other basis
$236,328
-
10b · Land, buildings and equipment: accumulated depreciation
$81,105
-
10c · Land, buildings and equipment, net
beginning of year $187,146 · end of year $155,223
-
14 · Intangible assets
beginning of year $290,598 · end of year $171,209
-
15 · Other assets
beginning of year $275,922 · end of year $250,417
-
17 · Accounts payable and accrued expenses
beginning of year $79,688 · end of year $115,161
-
25 · Other liabilities
beginning of year $355,801 · end of year $327,744
-
27 · Net assets without donor restrictions
beginning of year $2,037,492 · end of year $2,020,672
-
28 · Net assets with donor restrictions
beginning of year $56,500 · end of year $78,750
Mission and programs · 2024
Mission
THE MISSION OF THE ORGANIZATION IS TO PROVIDE FINANCIAL LITERACY PROGRAMS AND RESOURCES THAT EMPOWER STUDENTS TO MAKE SOUND FINANCIAL DECISIONS. THE ORGANIZATIONS VISION IS TO BUILD STRONG COMMUNITIES WHERE STUDENTS AND THEIR FAMILIES MAKE INFORMED FINANCIAL DECISIONS
Activities or mission (Part I)
FINANCIAL LITERACY PROGRAMS AND RESOURCES TO EMPOWER STUDENTS TO MAKE SOUND FINANCIAL DECISIONS.
-
MONEY SENSE: THIS FLEXIBLE PROGRAM, AVAILABLE IN IN-PERSON AND VIRTUAL FORMATS, INTRODUCES TEENS TO FINANCIAL BASICS LIKE BANKING, CREATING A SAVINGS PLAN, MANAGING A BUDGET, AND MAINTAINING HEALTHY CREDIT. TYPICALLY TAUGHT IN THREE 90-MINUTE LESSONS, THE PROGRAMS CONTENT CAN BE PRESENTED BY TRAINED VOLUNTEERS OR DIRECTLY BY THE EDUCATOR. IN ADDITION TO THE LESSON-BASED PROGRAM, WE OFFER MONEY SENSE ON DEMAND, AN EXTENSIVE LIBRARY OF STUDENT-DIRECTED ONLINE LEARNING MODULES ON AN ARRAY OF PERSONAL FINANCE TOPICS.
Expenses $345,590
-
MONEY PATH: THIS INNOVATIVE PROGRAM ALLOWS TEENS TO EXPLORE HOW THEIR DECISIONS ABOUT COLLEGE, CAREER, BUDGETING, AND SAVING WILL IMPACT LONG-TERM GOALS AND LIFELONG FINANCIAL SUCCESS. MONEY PATH GIVES TEENS THE OPPORTUNITY TO BUILD A PERSONALIZED PLAN AND CHART A COURSE TOWARDS A FINANCIALLY EMPOWERED FUTURE.
Expenses $567,400 · Revenue $10,140
-
MONEY COACH: THIS PROGRAM FOCUSES ON TEENS FROM UNDER-RESOURCED COMMUNITIES AND EMPOWERS THEM THROUGH ONE-ON-ONE AND SMALL GROUP MENTORSHIP TO BUILD STRONG MONEY MANAGEMENT HABITS FOR LONG-TERM FINANCIAL CAPABILITY. THIS MULTI-WEEK EXTENSIVE PROGRAM MATCHES TEENS WITH VOLUNTEER COACHES WHO PROVIDE GUIDANCE, ACCOUNTABILITY, AND SUPPORT.
Expenses $621,967 · Grants $190,483
As filed on the 2024 return.
Listed in Part VII
-
Brenda CampbellBRENDA CAMPBELL
PRESIDENT & CEO
- Total calculated
- $171,619
- From this org
- $154,868
- From related orgs
- $0
- Other
- $16,751
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $151,620
- Bonus
- $3,248
- Other
- $0
- Deferred
- $4,500
- Nontaxable benefits
- $12,251
- Filer's total
- $171,619
-
Jackie DarrJACKIE DARR
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Maximilian MannMAXIMILIAN MANN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Sandra DunstSANDRA DUNST
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Isaac WoodsISAAC WOODS
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Michael BogardMICHAEL BOGARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Malado CisseMALADO CISSE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Trinette GreenTRINETTE GREEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Xiating HaoXIATING HAO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Otis HosleyOTIS HOSLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lawrence JolonLAWRENCE JOLON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Irina KwiatkowskaIRINA KWIATKOWSKA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert LagrantROBERT LAGRANT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lloyd LevinLLOYD LEVIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rebecca NeumannREBECCA NEUMANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David PolkDAVID POLK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Anne TidmoreANNE TIDMORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lindsay WhaleysmithLINDSAY WHALEYSMITH
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. 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
- 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)
- Pt I Line 3
- A REVIEW OF LOCAL AND NATIONAL COMPARABLE SALARIES IS PERFORMED ALONG WITH A REVIEW OF LOCAL AND NATIONAL COMPARABLE SALARIES IS PERFORMED ALONG WITH BUDGET CONSTRAINTS, THE BOARD TREASURER AND CHAIRPERSON DETERMINE THE PRESIDENT AND CEOS SALARY. THE FINANCE COMMITTEE REVIEWS OVERALL STAFF SALARY INCREASES AND THE BOARD APPROVES AS PART OF THE ANNUAL BUDGET.
- Pt I Line 7
- THE PRESIDENT AND CEO WAS PROVIDED A BONUS BASED ON MERIT.
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
- 2024
- Filed
- 19 August 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503099349301140
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