VIRGINIA COUNCIL ON ECONOMIC EDUCATION

EIN 23-7087052 RICHMOND, VA

Revenue 2023: $784,107
Expenses 2023: $1,016,041

Program services were 73.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection: 03
NTEE code: V22Z
Classification: 2000
Street: 301 W MAIN STREET BOX 844000

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).

Mission and programs · 2023

Mission

To provide Virginias K-12 students with the economic knowledge and financial skills needed to thrive in our dynamic economy by providing professional development and classroon resources to all Virginia K-12 teachers who teach economics and personal finance at no cost to the teachers or school divisions.

Activities or mission (Part I)

VCEE is the critical resource for Virginias K-12 teachers and school divisions who are seeking professional development, curriculum and resources to help teach economics and personal finance effectively.

Teacher Education - Provide quality professional development workshops and institutes and classroom materials to K-12 teachers to enable them to more effectively teach their students the economics and personal finance knowledge and skills needed to be successful in our dynamic economy. As a result of the financial support we receive from our partners, this professional development is provided at no cost to the teachers or their schools. In FY24, VCEE provided 104 sessions ranging from one hour to 45 hours in length to 2,414 teachers. In addition, VCEE had 145,000 digital interactions in FY24 via its website, social media and digital newsletter.

Expenses $416,453 · Revenue $69,841
The Personal Finance Teacher Fellowship Program supports school divisions by increasing access to quality personal finance education. Educators are taught by VCEE, and this cohort of highly-qualified Personal Finance Teacher Fellows will then offer personal finance professional development and resources to other teachers in their school, school division, and region. In this way, the VCEE is able to deploy more personal finance resources where they will have a meaningful impact. This investment will help improve education opportunities and economic equity in Virginias underserved communities by ultimately improving the financial knowledge and skills of middle and high school students. In FY24, 17 teachers, representing 13 public school divisions, delivered personal finance professional development to 240 classroom teachers and awarded 480 hours of continuing education credit.

Expenses $79,150 · Revenue $40,000
Stock Market Game - A program for grades 4-12 which provides teachers with a real word simulation to use with their students to teach math, social studies, business, economics and language arts while also learning about the stock market and how to invest wisely. Student teams simulate investing 100,000 and track how their investments perform over the life of the program. In FY24, 2,829 teams representing 11,316 students across Virginia participated in the Stock Market Game. Workshops and webinars were held for teachers to assist them in integrating this program into their curriculum. VCEE also manages the statewide participation in InvestWrite, a writing competition around saving, investing and the stock market.

Expenses $65,234 · Revenue $41,889

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Daniel R Mortensen

President and CEO

Total calculated

$132,000

From this org

$132,000

From related orgs

$0

Other

$0

Hours/week

40
Neil Amin

Board Member

Total calculated

$0

Hours/week

1
Marge Black

Board Member

Total calculated

$0

Hours/week

1
James W Dyke

Board Member

Total calculated

$0

Hours/week

1
Rasheeda Creighton

Board Member

Total calculated

$0

Hours/week

1
Erica Billingslea

Board Member

Total calculated

$0

Hours/week

1
Fred Thompson

Board Member

Total calculated

$0

Hours/week

1
Naomi Boyd

Board Member

Total calculated

$0

Hours/week

1
Bradley H Gunter

Board Member

Total calculated

$0

Hours/week

1
Jason Dunick

Member Ex-officio

Total calculated

$0

Hours/week

1
James Maloney

Board Member

Total calculated

$0

Hours/week

1
L James Borges

Board Member

Total calculated

$0

Hours/week

2
D Oscarlyn Elder

Board Member

Total calculated

$0

Hours/week

2
Suzanne M Gallagher

Board Member

Total calculated

$0

Hours/week

1
Chung Ma

Board Member

Total calculated

$0

Hours/week

2
Derwood S Chase

Board Member

Total calculated

$0

Hours/week

1
Natasha Knight

Board Member

Total calculated

$0

Hours/week

1
Bryan S Cram

Board Member

Total calculated

$0

Hours/week

1
Christopher Lucy

Vice Chairman

Total calculated

$0

Hours/week

3
Jeffrey M Lacker

Board Member

Total calculated

$0

Hours/week

1
A Fletcher Mangum

Chairman

Total calculated

$0

Hours/week

5
Jeffrey R Leopold

Board Member

Total calculated

$0

Hours/week

2
Lynne Mallory-Winter

Board Member

Total calculated

$0

Hours/week

2
EG Miller

Secretary/Treasurer

Total calculated

$0

Hours/week

5
Katharine M Bond

Board Member

Total calculated

$0

Hours/week

1

The first 25 listed. 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. Earlier years are each on their own filing page.

Filings

2023

Revenue

$784,107

Expenses

$1,016,041

Contributions

$700,312

Grants paid

$0
2022

Revenue

$1,020,028

Expenses

$1,047,484

Contributions

$942,568

Grants paid

$0

Tax year	Revenue	Expenses	Contributions	Grants paid
2023	$784,107	$1,016,041	$700,312	$0
2022	$1,020,028	$1,047,484	$942,568	$0

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.

Other returns filed

2021 · 990

Revenue

$1,160,946

Expenses

$898,016

Assets (EOY)

$1,753,250
2020 · 990

Revenue

$909,613

Expenses

$841,151

Assets (EOY)

$1,591,140
2019 · 990

Revenue

$1,018,911

Expenses

$1,145,034

Assets (EOY)

$1,227,194
2018 · 990

Revenue

$1,103,381

Expenses

$1,043,151

Assets (EOY)

$1,385,083
2017 · 990

Revenue

$1,016,488

Expenses

$958,773

Assets (EOY)

$1,278,930
2016 · 990

Revenue

$1,310,999

Expenses

$930,000

Assets (EOY)

$1,184,865
2015 · 990

Revenue

$899,525

Expenses

$874,217

Assets (EOY)

$760,045
2014 · 990

Revenue

$873,086

Expenses

$877,853

Assets (EOY)

$736,167
2013 · 990

Revenue

$768,842

Expenses

$835,606

Assets (EOY)

$745,407
2012 · 990

Revenue

not reported

Expenses

$769,440

Assets (EOY)

$772,725

Tax year	Form	Revenue	Expenses	Assets (EOY)
2021	990	$1,160,946	$898,016	$1,753,250
2020	990	$909,613	$841,151	$1,591,140
2019	990	$1,018,911	$1,145,034	$1,227,194
2018	990	$1,103,381	$1,043,151	$1,385,083
2017	990	$1,016,488	$958,773	$1,278,930
2016	990	$1,310,999	$930,000	$1,184,865
2015	990	$899,525	$874,217	$760,045
2014	990	$873,086	$877,853	$736,167
2013	990	$768,842	$835,606	$745,407
2012	990	not reported	$769,440	$772,725

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

THE COMMUNITY FOUNDATION INC

$38,044

2024 EDUCATIONAL SUCCESS
THE COMMUNITY FOUNDATION INC

$33,561

2023 EDUCATIONAL SUCCESS
THE COMMUNITY FOUNDATION INC

$32,601

2022 EDUCATIONAL SUCCESS
VBA EDUCATION FOUNDATION

$32,000

2022 VA PUBLIC SCHOOL EDUCATORS AND FOR UVA WISE
VBA EDUCATION FOUNDATION

$32,000

2023 VA PUBLIC SCHOOL EDUCATORS AND FOR UVA WISE
VBA EDUCATION FOUNDATION

$32,000

2025 VA PUBLIC SCHOOL EDUCATORS AND FOR UVA WISE

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 13 October 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.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2023, the newest we have parsed for this organization.