- Revenue 2024
- $205,835
- Expenses 2024
- $299,786
Program services were 26.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- Classification
- 1000
- Street
- 9891 BROKEN LAND PKWY STE 405
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 · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
JIM WHIPP
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
RODERIC FLOWERS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
SEAN ZIMMERMANN
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
LINDA ALBRECHT
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
TONIA NIEDZIALKOWSKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JOHN HAMILTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
BRETT NOLL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
BONNIE JACOBSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
GIRADO SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JOHN BRATSAKIS
EXECUTIVE DIRECTOR
- Total calculated
- $0
- Hours/week
- 10
-
LEIGH PHILIBOSIAN
DIRECTOR (STAFF)
- Total calculated
- $0
- Hours/week
- 30
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
-
2024
- Revenue
- $205,835
- Expenses
- $299,786
- Contributions
- $156,995
- Grants paid
- $66,428
-
2023
- Revenue
- $318,419
- Expenses
- $263,173
- Contributions
- $189,201
- Grants paid
- $41,168
-
2022
- Revenue
- $144,279
- Expenses
- $257,421
- Contributions
- $132,094
- Grants paid
- $44,828
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
-
2022 MULTIPLE GRANTS TO SUPPORT FINANCIAL LITERACY PROGRAMS IN MIDDLE AND HIGH SCHOOLS
-
2023 TEACHER AID & COMMUNITY FINANCIAL WELLNESS PROGRAMS
Grants received
-
2023 CHARITABLE CONTRIBUTION
-
2022 CHARITABLE CONTRIBUTION
-
2023 CHARITABLE CONTRIBUTION
-
2024 TO INVEST IN THE ADVANCEMENT OF CREDIT UNIONS' WORK.
-
2023 GENERAL SUPPORT
-
2024 GENERAL SUPPORT
-
2024 CHARITABLE DONATION
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.