- Revenue 2025
- $802,560
- Expenses 2025
- $731,230
Program services were 60.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- Z99
- Classification
- 1000
- Street
- 7745 OFFICE PLAZA DR N STE 170
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Officers and directors · 2025
As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
JORDAN HENSLEY
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
JULIE WILLSE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
REBECCA NEADES
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
JENNIFER NAEVE
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
ALEJANDRO ALANIZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
MARY BONTRAGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
DAVE CALE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
DONNA DYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
KIM FETTKETHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
PAULA O'ROURKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
JOHN PARKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
LINDSEY RAMOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
TRACI STILES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
JELENA BABIC BARNES
EXECUTIVE DIRECTOR
- Total calculated
- $111,525
- From this org
- $100,531
- From related orgs
- $0
- Other
- $10,994
- 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 — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.
Filings
-
2025
- Revenue
- $802,560
- Expenses
- $731,230
- Contributions
- $558,857
- Grants paid
- $337,336
-
2024
- Revenue
- $618,826
- Expenses
- $568,535
- Contributions
- $440,823
- Grants paid
- $218,536
-
2023
- Revenue
- $494,711
- Expenses
- $471,852
- Contributions
- $375,364
- Grants paid
- $129,338
-
2022
- Revenue
- $425,847
- Expenses
- $426,890
- Contributions
- $376,405
- Grants paid
- $104,716
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Grants made
-
$50,000
2025 COMMUNITY 1ST CU DONOR ADVISED FUND GRANT
-
2025 COMMUNITY 1ST CU DONOR ADVISED FUND GRANT
-
2023 ALLSTATE FINANCIAL LITERACY STIPENDS
-
2025 ICUF ANNUAL GRANT
-
2025 UNI BUSINESS FINANCIAL LITERACY EDUCATION
-
2024 FINANCIAL INCLUSION PROGRAM
-
2024 FINANCIAL INCLUSION PROGRAM
-
2024 UNI BUSINESS FINANCIAL LITERACY EDUCATION
-
$10,000
2025 COMMUNITY 1ST CU DONOR ADVISED FUND GRANT
-
2022 UNIBUSINESS FINANCIAL LITERACY EDUCATION
The 10 largest by cash amount. The API serves every itemized grant.
Grants received
-
$16,170
2022 General Support
-
$10,050
2024 CHARITY DONATION
-
$10,000
2023 GENERAL SUPPORT
-
$10,000
2024 GENERAL SUPPORT
-
$10,000
2022 GENERAL SUPPORT
-
$10,000
2023 General Support
-
2024 MISSION SUPPORT, DISASTER RELIEF
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 10 September 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.