- Revenue 2025
- $891,368
- Expenses 2025
- $51,756
Program services were 54.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- Classification
- 1000
- Street
- PO BOX 1848
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.
-
AMY O'NEILL
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
SUSAN MERRION
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JEFF HOWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
HYLA CALCOTE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ANN FOUST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
STEPHANIE JAQUEZ
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MARIA HYNES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DONNY ORTIZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
CHRISTINE STERTON
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
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
- $891,368
- Expenses
- $51,756
- Contributions
- $843,417
- Grants paid
- $0
-
2024
- Revenue
- $98,519
- Expenses
- $36,855
- Contributions
- $51,525
- Grants paid
- $0
-
2023
- Revenue
- $88,016
- Expenses
- $34,710
- Contributions
- $45,329
- Grants paid
- $0
-
2022
- Revenue
- $37,246
- Expenses
- $36,547
- Contributions
- $24,250
- Grants paid
- $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.
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
-
2023 To collaborate with a coalition of public- and private-sector partners to deliver multigenerational financial capability experiences and services informed by an interactive polling process to ensure alignment with community priorities.
-
2024 To collaborate with public- and private-sector partners to deliver multigenerational financial capability experiences and services informed by an interactive polling process to ensure alignment with community priorities.
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.