Totals
- Total revenue
- $388,323
- Total expenses
- $249,499
- Contributions and grants received
- $69,630
- Grants paid
- $0
- Program service revenue
- $293,985
- Investment income
- $0
- Other revenue
- $24,708
- Total assets, end of year
- $160,897
- Total liabilities, end of year
- $440,120
- Net assets or fund balances, end of year
- -$279,223
- Program services expenses (Part IX)
- $182,680
- Management and general expenses
- $62,787
- Fundraising expenses
- $4,032
- Program service expenses (Part III)
- $182,680
Program services were 73.2% 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
$69,630
-
2a · Program service revenue: COURSE LICENSING FEES
total $293,985 · related or exempt $293,985
-
8c · Net income from fundraising events
total $0
-
11a · Other revenue: SPEAKING ENGAGEMENT FEE
total $24,708 · related or exempt $24,708
-
11e · Other revenue, total
$24,708
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $3,538 · program services $3,184 · management and general $354
-
10 · Payroll taxes
total $556 · program services $501 · management and general $55
-
11c · Fees: accounting
total $16,250 · management and general $16,250
-
11g · Fees: other
total $1,841 · program services $1,000 · management and general $841
-
12 · Advertising and promotion
total $4,460 · program services $4,014 · management and general $446
-
13 · Office expenses
total $261 · program services $235 · management and general $26
-
17 · Travel
total $20,161 · program services $15,121 · management and general $1,008 · fundraising $4,032
-
20 · Interest
total $9,576 · management and general $9,576
-
22 · Depreciation, depletion and amortization
total $415 · management and general $415
-
24a · Other expenses: DUES AND SUBSCRIPTIONS
total $2,024 · program services $1,822 · management and general $202
-
24b · Other expenses: MERCHANT AND BANK CHARGES
total $33,102 · management and general $33,102
-
24c · Other expenses: COMPUTER AND SOFTWARE
total $5,116 · program services $4,604 · management and general $512
-
24d · Other expenses: COURSE MANAGEMENT
total $152,199 · program services $152,199
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $42,133 · end of year $40,366
-
3 · Pledges and grants receivable
beginning of year $10,000
-
4 · Accounts receivable
end of year $119,293
-
9 · Prepaid expenses and deferred charges
beginning of year $228 · end of year $926
-
10a · Land, buildings and equipment: cost or other basis
$4,058
-
10b · Land, buildings and equipment: accumulated depreciation
$3,746
-
10c · Land, buildings and equipment, net
beginning of year $726 · end of year $312
-
17 · Accounts payable and accrued expenses
beginning of year $16,367 · end of year $777
-
22 · Loans and payables to officers and key people
beginning of year $454,767 · end of year $439,343
-
27 · Net assets without donor restrictions
beginning of year -$471,532 · end of year -$322,438
-
28 · Net assets with donor restrictions
beginning of year $53,485 · end of year $43,215
Mission and programs · 2024
Mission
THE MISSION OF THE ORGANIZATION IS TO EXPLORE AND EFFECT ECONOMIC TRANSITION TO A MORE JUST, RESILIENT, AND SUSTAINABLE WAY OF LIVING ON THIS EARTH THROUGH THE TRANSFORMATION OF FINANCE.
-
TO ADVANCE HOLISTIC EDUCATION ON CAPITAL MARKETS AND FINANCE; TO PROVIDE RESOURCE FOR EDUCATORS, INDUSTRY AND OTHER PROFESSIONAL TO ADVANCE MULTI-DISCIPLINARY, HOLISTIC APPROACH TO FINANCE; TO PROVIDE GRANTS FOR RESEARCH AND STUDY OF THE FUNDAMENTALS OF THE CAPITAL MARKETS OF THE FUTURE.
Expenses $182,680
As filed on the 2024 return.
Listed in Part VII
-
John FullertonJOHN FULLERTON
PRESIDENT & CEO
- Total calculated
- $3,744
- From this org
- $3,744
- From related orgs
- $0
- Other
- $0
- Hours/week
- 25
-
Jonathan RoseJONATHAN ROSE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Vincent StanleyVINCENT STANLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Nora BatesonNORA BATESON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
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 itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202533239349300803
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