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Nonprofiteer
← JUMPSTART COALITION FOR PERSONAL FINANCIAL LITERACY

Form 990 for tax year 2024

Filed by JUMPSTART COALITION FOR PERSONAL FINANCIAL LITERACY.

Totals

Total revenue
$1,576,392
Total expenses
$2,258,809
Contributions and grants received
$1,440,882
Grants paid
$0
Program service revenue
$73,069
Investment income
$62,441
Other revenue
$0
Total assets, end of year
$1,840,268
Total liabilities, end of year
$488,237
Net assets or fund balances, end of year
$1,352,031
Program services expenses (Part IX)
$1,702,128
Management and general expenses
$337,711
Fundraising expenses
$218,970
Program service expenses (Part III)
$1,702,128

Program services were 75.4% 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.

  • 1b · Membership dues

    $596,081

  • 1f · All other contributions, gifts and grants

    $844,801

  • 2a · Program service revenue: REGISTRATION-CONFERENC

    total $73,069 · related or exempt $73,069

  • 3 · Investment income

    total $75,783 · excluded $75,783

  • 7a · Gross sales of assets other than inventory

    securities $850,000

  • 7b · Less cost or other basis and sales expenses

    securities $863,342

  • 7c · Gain or loss

    securities -$13,342

  • 7d · Net gain or loss

    total -$13,342 · excluded -$13,342

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $214,444 · program services $163,747 · management and general $50,697

  • 7 · Other salaries and wages

    total $203,488 · program services $105,041 · management and general $70,153 · fundraising $28,294

  • 10 · Payroll taxes

    total $29,203 · program services $14,759 · management and general $6,732 · fundraising $7,712

  • 11b · Fees: legal

    total $18,693 · program services $4,405 · management and general $12,308 · fundraising $1,980

  • 11c · Fees: accounting

    total $75,743 · management and general $75,743

  • 11g · Fees: other

    total $687,549 · program services $537,208 · management and general $97,805 · fundraising $52,536

  • 12 · Advertising and promotion

    total $128 · management and general $128

  • 13 · Office expenses

    total $112,473 · program services $3,671 · management and general $14,771 · fundraising $94,031

  • 16 · Occupancy

    total $68,436 · management and general $68,436

  • 17 · Travel

    total $64,522 · program services $25,498 · management and general $29,609 · fundraising $9,415

  • 19 · Conferences, conventions and meetings

    total $670,994 · program services $665,711 · management and general $5,235 · fundraising $48

  • 22 · Depreciation, depletion and amortization

    total $22,383 · management and general $717 · fundraising $21,666

  • 23 · Insurance

    total $4,863 · management and general $4,863

  • 24a · Other expenses: OTHER

    total $75,892 · program services $38,088 · management and general $34,516 · fundraising $3,288

  • 24b · Other expenses: PAYROLL PROCESSING FEE

    total $9,998 · management and general $9,998

  • 24c · Other expenses: INDIRECT ALLOCATION

    total $0 · program services $144,000 · management and general -$144,000

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $190,481 · end of year $400,413

  • 2 · Savings and temporary cash investments

    beginning of year $927 · end of year $347

  • 4 · Accounts receivable

    end of year $5,779

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,601 · end of year $20,361

  • 10a · Land, buildings and equipment: cost or other basis

    $108,309

  • 10b · Land, buildings and equipment: accumulated depreciation

    $75,470

  • 10c · Land, buildings and equipment, net

    beginning of year $52,361 · end of year $32,839

  • 11 · Investments: publicly traded securities

    beginning of year $1,788,642 · end of year $1,109,578

  • 15 · Other assets

    beginning of year $329,312 · end of year $270,951

  • 17 · Accounts payable and accrued expenses

    beginning of year $59,549 · end of year $115,309

  • 19 · Deferred revenue

    beginning of year $1,000 · end of year $60,200

  • 25 · Other liabilities

    beginning of year $376,822 · end of year $312,728

  • 27 · Net assets without donor restrictions

    beginning of year $1,524,591 · end of year $980,669

  • 28 · Net assets with donor restrictions

    beginning of year $401,362 · end of year $371,362

Mission and programs · 2024

Mission

JUMPSTART IS A COALITION OF DIVERSE FINANCIAL EDUCATION STAKEHOLDERS. THESE ORGANIZATIONS WORK TOGETHER TO EDUCATE AND PREPARE OUR NATION'S YOUTH FOR LIFE-LONG FINANCIAL SUCCESS.

  • STATE COALITIONS - STATE COALITIONS ARE INDEPENDENT AFFILIATES THAT SUPPORT JUMPSTART'S MISSION AND SERVE AS A STATE-WIDE NETWORK OF INDIVIDUALS AND ENTITIES THAT COLLABORATE TO CONDUCT AND/OR SUPPORT FINANCIAL EDUCATION AND FINANCIAL LITERACY.

    Expenses $176,021

  • PROJECT GROUNDSWELL/CHECK YOUR SCHOOL - IN 2019, JUMPSTART LAUNCHED CHECK YOUR SCHOOL, A PUBLIC-ENGAGEMENT CAMPAIGN DESIGNED TO SUPPORT THE GOALS OF PROJECT GROUNDSWELL. THE WEBSITE FEATURES A SEARCHABLE DATABASE WHERE YOU CAN "CHECK YOUR SCHOOL," THEN "CHECK AT YOUR SCHOOL AND SHARE WHAT YOU KNOW. IN 2023 A PROGRAM CALLED THE JUMP$TART TEEN TEACH-IN WAS ALSO INCORPORATED IN THIS CAMPAIGN, ENTAILING HIGH SCHOOL TEACHERS TAKING THEIR STUDENTS INTO ELEMENTARY SCHOOLS AND HAVING HIGH SCHOOL STUDENTS TEACHC A LESSON ON BASIC PERSONAL FINANCE TO THE YOUNGER KIDS.

    Expenses $322,013

  • NATIONAL EDUCATOR CONFERENCE -THE JUMP$TART NATIONAL EDUCATOR CONFERENCE ALIGNS WITH THE COALITION'S THREE STRATEGIC PILLARS: COMMUNICATION, COLLABORATION, AND SUPPORT FOR EFFECTIVENESS IN FINANCIAL EDUCATION. THE CONFERENCE ALSO SUPPORTS THE GOALS OF PROJECT GROUNDSWELL AND CHECKYOURSCHOOL, JUMP$TART'S CAMPAIGN TO INCREASE AND IMPROVE FINANCIAL EDUCATION IN ELEMENTARY, MIDDLE, AND HIGH SCHOOLS ACROSS THE COUNTRY.

    Expenses $938,321 · Revenue $738,319

  • OTHER PROGRAMS TO IMPROVE FINANCIAL LITERACY AND TO PREPARE YOUTH FOR FINANCIAL DECISION MAKING.

    Expenses $265,773

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Andree Taylor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Billy J Hensley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Bonnie Wallace

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Casey Cortese

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Christina Cuzzi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Corey Carlisle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Dennis Duquette

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Elizabeth Kiss

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Geraldine Walsh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Hugh Norton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • J Michael Collins

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Laura Levine Non-Voting

    PRESIDENT/CEO

    Total calculated
    $214,444
    From this org
    $184,444
    From related orgs
    $0
    Other
    $30,000
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $184,444
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $30,000
    Filer's total
    $214,444

  • Laura Milner Shipley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Lindsay Torrico

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Lori Myers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Lori Schock

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Melanie Mortimer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Nan J Morrison

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Rachael Deleon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Rhonda Ashburn

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Rod Griffin

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • Tracie Anderson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • William E Odom

    DIRECTOR EMERITUS

    Total calculated
    $0
    Hours/week
    0.5

  • Laura Fisher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Jenny Nakamura

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Peggy Gill

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Silke Bradford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Mary Dyer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

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 · Approval by the board or compensation committee

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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
14 November 2025
IRS schema version
2024v5.2
Source object
202543219349303819

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