Totals
- Total revenue
- $255,905
- Total expenses
- $220,307
- Contributions and grants received
- $255,905
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $64,109
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $64,109
- Program services expenses (Part IX)
- $186,984
- Management and general expenses
- $24,058
- Fundraising expenses
- $9,265
- Program service expenses (Part III)
- $186,984
Program services were 84.9% 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
$255,905
Functional expenses
Part IX, the statement of functional expenses.
-
11c · Fees: accounting
total $5,345 · management and general $4,009 · fundraising $1,336
-
11g · Fees: other
total $204,328 · program services $183,980 · management and general $18,463 · fundraising $1,885
-
12 · Advertising and promotion
total $3,924 · program services $1,962 · fundraising $1,962
-
24a · Other expenses: WEBSITE AND TECHNOLOGY
total $3,128 · program services $1,042 · management and general $1,043 · fundraising $1,043
-
24b · Other expenses: MERCHANT FEES
total $3,039 · fundraising $3,039
-
24c · Other expenses: MEETING EXPENSE
total $265 · management and general $265
-
24d · Other expenses: SHIPPING AND POSTAGE
total $208 · management and general $208
-
24e · All other expenses
total $70 · management and general $70
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $28,509 · end of year $38,109
-
4 · Accounts receivable
end of year $26,000
-
27 · Net assets without donor restrictions
beginning of year $28,509 · end of year $64,109
Mission and programs · 2023
Mission
OUR MISSION IS TO INCREASE AWARENESS AND ACCESS TO THE FINANCIAL PLANNING INDUSTRY FOR SYSTEMICALLY EXCLUDED COMMUNITIES AND CREATE OPPORTUNITIES, RESOURCES, SCHOLARSHIPS, AND A COMMUNITY FOR ASPIRING FINANCIAL PLANNERS. OUR INTERNSHIP PROGRAM PROVIDES AN ENTRY POINT TO THE PROFESSION FOR THE BLANK AND LATINX INDIVIDUALS. IT ALSO PROVIDES A TALENT PIPELINE TO FINANCIAL PLANNING FIRMS WHO WANT MORE DIVERSE TEAM MEMBERS.
-
SINCE PROGRAM INCEPTION, 55 FIRMS HAVE HOSTED 75 INTERNS AND ALMOST HALF OF THE INTERNS WERE OFFERED FULL-TIME OR PART-TIME POSITIONS AT THE CONCLUSION OF THE INTERNSHIP. WE ALSO LAUNCHED AN SIE EXAM PREP COURSE AND GAVE AWAY A TOTAL OF 93 SCHOLARSHIPS.
Expenses $186,984
-
SINCE PROGRAM INCEPTION, 42 FIRMS HAVE HOSTED 58 INTERNS WITH 23 INTERNS OFFERED FULL-TIME OR PART-TIME POSITIONS. LAUNCH OF EDUCATION PROGRAMS AND SCHOLARSHIPS.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Chloe MooreCHLOE MOORE
TREASURER
- Total calculated
- $0
- Hours/week
- 8
-
Luis RosaLUIS ROSA
SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
Shawn TydlaskaSHAWN TYDLASKA
PRESIDENT
- Total calculated
- $0
- Hours/week
- 6
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
- 13 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202422509349301402
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