Totals
- Total revenue
- $1,937,826
- Total expenses
- $1,630,871
- Contributions and grants received
- $1,897,916
- Grants paid
- $150,655
- Program service revenue
- $2,412
- Investment income
- $14,698
- Other revenue
- $22,800
- Total assets, end of year
- $2,419,205
- Total liabilities, end of year
- $455,269
- Net assets or fund balances, end of year
- $1,963,936
- Program services expenses (Part IX)
- $1,197,614
- Management and general expenses
- $180,771
- Fundraising expenses
- $252,486
- Program service expenses (Part III)
- $1,197,614
Program services were 73.4% 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.
-
1c · Fundraising events
$337,443
-
1f · All other contributions, gifts and grants
$1,560,473
-
1g · Noncash contributions included above
$48,823
-
2a · Program service revenue: MONEY PATH APP
total $2,412 · related or exempt $2,412
-
3 · Investment income
total $14,698 · excluded $14,698
-
8a · Fundraising events: gross income
$22,800
-
8a · Fundraising events: contributions included on line 1c
$337,443
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $22,800 · excluded $22,800
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $150,655 · program services $150,655
-
5 · Compensation of officers, directors and key employees
total $147,460 · program services $58,984 · management and general $36,865 · fundraising $51,611
-
7 · Other salaries and wages
total $690,991 · program services $503,770 · management and general $55,145 · fundraising $132,076
-
8 · Pension plan contributions
total $18,315 · program services $13,482 · management and general $1,395 · fundraising $3,438
-
9 · Other employee benefits
total $32,839 · program services $27,909 · management and general $991 · fundraising $3,939
-
10 · Payroll taxes
total $64,703 · program services $43,724 · management and general $6,947 · fundraising $14,032
-
11b · Fees: legal
total $7,749 · management and general $7,749
-
11c · Fees: accounting
total $9,112 · management and general $9,112
-
11g · Fees: other
total $91,612 · program services $67,750 · management and general $1,972 · fundraising $21,890
-
12 · Advertising and promotion
total $34,044 · program services $23,536 · management and general $8,595 · fundraising $1,913
-
13 · Office expenses
total $63,800 · program services $52,228 · management and general $8,450 · fundraising $3,122
-
16 · Occupancy
total $42,674 · program services $28,838 · management and general $4,582 · fundraising $9,254
-
17 · Travel
total $6,219 · program services $5,105 · management and general $25 · fundraising $1,089
-
19 · Conferences, conventions and meetings
total $51,931 · program services $49,511 · management and general $1,799 · fundraising $621
-
22 · Depreciation, depletion and amortization
total $147,840 · program services $143,333 · management and general $1,492 · fundraising $3,015
-
23 · Insurance
total $10,689 · program services $7,223 · management and general $1,148 · fundraising $2,318
-
24a · Other expenses: DUES AND SUBSCRIPTIONS
total $22,236 · program services $8,850 · management and general $13,386
-
24b · Other expenses: STAFF PROFESSIONAL DEVE
total $19,019 · program services $170 · management and general $18,849
-
24c · Other expenses: AWARDS AND PRIZES
total $11,700 · program services $10,850 · management and general $850
-
24d · Other expenses: OTHER EXPENSE
total $7,283 · program services $1,696 · management and general $1,419 · fundraising $4,168
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $64,974 · end of year $53,961
-
2 · Savings and temporary cash investments
beginning of year $1,182,327 · end of year $1,336,037
-
3 · Pledges and grants receivable
beginning of year $47,513 · end of year $169,200
-
4 · Accounts receivable
beginning of year $25,000 · end of year $25,000
-
9 · Prepaid expenses and deferred charges
beginning of year $11,818 · end of year $12,617
-
10a · Land, buildings and equipment: cost or other basis
$154,000
-
10b · Land, buildings and equipment: accumulated depreciation
$20,087
-
10c · Land, buildings and equipment, net
beginning of year $13,438 · end of year $133,913
-
14 · Intangible assets
beginning of year $411,273 · end of year $388,019
-
15 · Other assets
beginning of year $0 · end of year $300,458
-
17 · Accounts payable and accrued expenses
beginning of year $96,746 · end of year $76,720
-
25 · Other liabilities
beginning of year $2,616 · end of year $378,549
-
27 · Net assets without donor restrictions
beginning of year $1,609,468 · end of year $1,794,736
-
28 · Net assets with donor restrictions
beginning of year $47,513 · end of year $169,200
Mission and programs · 2022
Mission
THE MISSION OF THE ORGANIZATION IS TO PROVIDE FINANCIAL LITERACY PROGRAMS AND RESOURCES THAT EMPOWER STUDENTS TO MAKE SOUND FINANCIAL DECISIONS. THE ORGANIZATION'S VISION IS TO BUILD STRONG COMMUNITIES WHERE STUDENTS AND THEIR FAMILIES MAKE INFORMED FINANCIAL DECISIONS AND TAKE CONTROL OF THEIR FINANCIAL FUTURE.
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 PROGRAM'S 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 $176,881
-
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 $653,310 · Revenue $2,412
-
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 $367,423 · Grants $150,655
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jeremy CainJEREMY CAIN
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Wayne BreitbarthWAYNE BREITBARTH
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Jackie DarrJACKIE DARR
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Andrea CataldoANDREA CATALDO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Maximilian MannMAXIMILIAN MANN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Sandra DunstSANDRA DUNST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Daisy FregosoDAISY FREGOSO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Trinette GreenTRINETTE GREEN
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
-
Nathan StadingNATHAN STADING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John MrozJOHN MROZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
James NeubauerJAMES NEUBAUER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sara WalkerSARA WALKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David PolkDAVID POLK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan SmuckerJONATHAN SMUCKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Anne TidmoreANNE TIDMORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Malado CisseMALADO CISSE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Isaac WoodsISAAC WOODS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lloyd LevinLLOYD LEVIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sydney NelsonSYDNEY NELSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brenda CampbellBRENDA CAMPBELL
PRESIDENT & CEO
- Total calculated
- $146,055
- From this org
- $128,779
- From related orgs
- $0
- Other
- $17,276
- Hours/week
- 40
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
- 2022
- Filed
- 2 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323069349302777
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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