Money Savvy Generation Foundation

990EZ • Fiscal year 2011 • EIN 20-0618098

Jan 01, 2011 to Dec 31, 2011 • Filed on May 01, 2012

Organization Profile N/A

730 W Randolph Street60661

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.91x

Higher debt load relative to assets than 93% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

0.73x

Higher debt load relative to revenue than 93% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

-56%

Higher net margin than 8% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

No value available

This filing does not contain officer compensation rows.

Source year 2011

-30%

Faster asset growth than 17% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Balance Sheet

Liabilities / Assets93rd percentile

Assets

Down

$85,007

Down $36,398 (-30%) from 2010

Net Assets

Down

$7,507

Down $58,898 (-89%) from 2010

Liabilities

$77,500

Up $22,500 (+41%) from 2010

Revenue And Expenses

Liabilities / Revenue93rd percentile Net Margin8th percentile

Revenue

$105,841

No earlier filing loaded for comparison.

Expenses

Down

$164,739

Down $60,130 (-27%) from 2010

Net Income

-$58,898

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2011

Assets$85,007

Liabilities$77,500

Net Assets$7,507

Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2011

Revenue$105,841

Expenses$164,739

Net Income-$58,898

Open 2011 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2011 to Dec 31, 2011
Signed: May 1, 2012
Return Version: 2011v1.2

Mission and Program Overview

Mission

Provide personal financial education.

Filing and Contact Details

Filer

EIN: 20-0618098

Raw XML Appendix175 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
IRS990EZ/ActivitiesNotPreviouslyRpt	0	false
IRS990EZ/CashSavingsAndInvestments/BOY	0	96405
IRS990EZ/CashSavingsAndInvestments/EOY	0	85007
IRS990EZ/ContributionsGiftsGrantsEtc	0	1016
IRS990EZ/CostOfGoodsSold	0	0
IRS990EZ/CostOtherBasisAndSalesExpenses	0	0
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngageInLobbyingActivities	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	-58898
IRS990EZ/FeesAndOthPymtToIndContractors	0	765
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/FundraisingGrossIncome	0	0
IRS990EZ/GainOrLossFromSaleOfAssets	0	0
IRS990EZ/GamingGrossIncome	0	0
IRS990EZ/GroProfitLossSalesOfInventory	0	0
IRS990EZ/GrossReceipts	0	105841
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartII	0	X
IRS990EZ/InvestmentIncome	0	0
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	false
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MembershipDues	0	0
IRS990EZ/MethodOfAccountingAccrual	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	66405
IRS990EZ/NetAssetsOrFundBalancesBOY	0	66405
IRS990EZ/NetAssetsOrFundBalances/EOY	0	7507
IRS990EZ/NetAssetsOrFundBalancesEOY	0	7507
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	0	730 W RANDOLPH STREET
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	1	730 W RANDOLPH STREET
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	2	730 W RANDOLPH STREET
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	0	CHICAGO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	1	CHICAGO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	2	CHICAGO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	0	IL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	1	IL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	2	IL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	0	60661
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	1	60661
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	2	60661
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	BARTLEY LOETHEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	CAMILLE FOTOPOLOUS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	CHRISTY PEDERSEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	EXEC DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	DIRECTOR
IRS990EZ/OperatingSchool	0	false
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherAssetsTotal/BOY	0	25000
IRS990EZ/OtherExpensesTotal	0	163974
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	PROVIDE PERSONAL FINANCIAL EDUCATION.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	THE FOUNDATION PROVIDED FINANCIAL LITERACY CURRICULUM MATERIALS TO 12,100 STUDENTS IN 438 CLASSROOMS IN ILLINOIS AND WISCONSIN.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	164739
IRS990EZ/ProgramServiceRevenue	0	104825
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/SpecialEventsDirectExpenses	0	0
IRS990EZ/SpecialEventsNetIncomeLoss	0	0
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/SumOfTotalLiabilities/BOY	0	55000
IRS990EZ/SumOfTotalLiabilities/EOY	0	77500
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	910 SHERWOOD DRIVE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	LAKE BLUFF
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	IL
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	60044
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	MICHAEL BEACHAM
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	8472349477
IRS990EZ/TotalAssets/BOY	0	121405
IRS990EZ/TotalAssets/EOY	0	85007
IRS990EZ/TotalExpenses	0	164739
IRS990EZ/TotalProgramServiceExpenses	0	164739
IRS990EZ/TotalRevenue	0	105841
IRS990EZ/TotNumberOfOthEmplPaidOver100k	0	0
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990EZ/WebSite	0	N/A
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear	0	1016
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year	0	100
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years	0	10200
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years	0	34400
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years	0	18370
IRS990ScheduleA/GiftsGrantsContribReceived509/Total	0	64086
IRS990ScheduleA/GrossInvestmentIncome170/Total	0	0
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear	0	104825
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year	0	254141
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years	0	287000
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years	0	35500
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years	0	129500
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total	0	810966
IRS990ScheduleA/InvestmentIncomePercentage	0	0
IRS990ScheduleA/PriorYearSupportPercentage	0	1.00000
IRS990ScheduleA/PriorYrInvestIncomePercentage	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2	0	X
IRS990ScheduleA/PublicSupportPercentage509	0	1.00000
IRS990ScheduleA/PublicSupportPertcentage170	0	0
IRS990ScheduleA/PublicSupportTotal170	0	0
IRS990ScheduleA/PublicSupportTotal509	0	875052
IRS990ScheduleA/ThirtyThreePercntTestsCY509	0	X
IRS990ScheduleA/Total509/CurrentTaxYear	0	105841
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year	0	254241
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years	0	297200
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years	0	69900
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years	0	147870
IRS990ScheduleA/Total509/Total	0	875052
IRS990ScheduleA/TotalSupportTotal/Total	0	875052
IRS990ScheduleB/ContributorInfo/AggregateContributions	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber	0	RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation	0	ALL GOVERNING DOCUMENTS, ORGANIZATION POLICIES AND
IRS990ScheduleO/GeneralExplanation/Explanation	1	FINANCIAL STATMENTS ARE AVAILABLE UPON REQUEST FROM
IRS990ScheduleO/GeneralExplanation/Explanation	2	THE FOUNDATION'S PRINCIPAL OFFICE.
IRS990ScheduleO/GeneralExplanation/Explanation	3	THE ORGANIZATION DOES NOT HAVE MEMBERS OR
IRS990ScheduleO/GeneralExplanation/Explanation	4	STOCKHOLDERS.
IRS990ScheduleO/GeneralExplanation/Explanation	5	PRIOR TO FINALIZING THE 990, THE GOVERNING BOARD
IRS990ScheduleO/GeneralExplanation/Explanation	6	REVIEWS A COPY OF THE FILING.
IRS990ScheduleO/GeneralExplanation/Explanation	7	THERE IS NO FORMAL MONITORING PROGRAM IN PLACE.
IRS990ScheduleO/GeneralExplanation/Explanation	8	AMORTIZATION 0. CONTRACTED COSTS 163974.
IRS990ScheduleO/GeneralExplanation/Explanation	9	REVENUE RECEIVABLE 25000.
IRS990ScheduleO/GeneralExplanation/Explanation	10	DEFERRED INCOME 55000. 77500.
IRS990ScheduleO/GeneralExplanation/Explanation	11	EDITING COSTS LEGAL FEES OTHER
IRS990ScheduleO/GeneralExplanation/Identifier	0	Pt VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier	1	Pt VI, Line 7b
IRS990ScheduleO/GeneralExplanation/Identifier	2	Pt VI, Line 11a
IRS990ScheduleO/GeneralExplanation/Identifier	3	Pt VI, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier	4	Form 990EZ, Part I, Line 16
IRS990ScheduleO/GeneralExplanation/Identifier	5	Form 990EZ, Part II, Line 24
IRS990ScheduleO/GeneralExplanation/Identifier	6	Form 990EZ, Part II, Line 26
IRS990ScheduleO/GeneralExplanation/Identifier	7	Form 990, Part IX, Line 24f
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	200618098
ReturnHeader/Filer/Name/BusinessNameLine1	0	MONEY SAVVY GENERATION FOUNDATION
ReturnHeader/Filer/NameControl	0	MONE
ReturnHeader/Filer/Phone	0	8472349477
ReturnHeader/Filer/USAddress/AddressLine1	0	730 W RANDOLPH STREET
ReturnHeader/Filer/USAddress/City	0	CHICAGO
ReturnHeader/Filer/USAddress/State	0	IL
ReturnHeader/Filer/USAddress/ZIPCode	0	60661
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2012-05-01
ReturnHeader/Officer/Name	0	BARTLEY LOETHEN
ReturnHeader/Officer/Phone	0	8472349477
ReturnHeader/Officer/Title	0	EXECUTIVE DIRECTOR
ReturnHeader/Preparer/DatePrepared	0	2012-05-01
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	D JERRY MOORE CPA LTD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	1125 TRI-STATE PKWY SUITE 710-A
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	GURNEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	60031
ReturnHeader/Preparer/Name	0	D JERRY MOORE CPA
ReturnHeader/Preparer/Phone	0	8472491104
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2011-01-01
ReturnHeader/TaxPeriodEndDate	0	2011-12-31
ReturnHeader/TaxYear	0	2011
ReturnHeader/Timestamp	0	2012-05-01T07:59:18-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $85,007
Liabilities: $77,500
Net assets: $7,507
Revenue: $105,841
Expenses: $164,739
Net income: -$58,898

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.06	$0.00	$0.06	$4.96	$4.94	$0.02
2023Detailed filing. Detailed filing data is available for this year.	$0.04	$0.00	$0.04	$4.97	$4.98	$0.00
2022Detailed filing. Detailed filing data is available for this year.	$0.05	$0.00	$0.05	$0.77	$0.76	$0.01
2021Detailed filing. Detailed filing data is available for this year.	$0.04		$0.04	$0.75	$0.98	$0.23
2020Detailed filing. Detailed filing data is available for this year.	$0.27		$0.27	$0.95	$0.85	$0.10
2019Detailed filing. Detailed filing data is available for this year.	$0.17		$0.17	$0.90	$0.91	$0.01
2018Detailed filing. Detailed filing data is available for this year.	$0.18		$0.18	$1.06	$1.06	$0.00
2017Detailed filing. Detailed filing data is available for this year.	$0.18		$0.18	$0.96	$1.08	$0.12
2016Detailed filing. Detailed filing data is available for this year.	$0.30	$0.00	$0.30	$1.60	$1.40	$0.20
2015Detailed filing. Detailed filing data is available for this year.	$0.60	$0.50	$0.10	$2.01	$2.44	$0.43
2014Detailed filing. Detailed filing data is available for this year.	$0.88	$0.35	$0.53	$2.88	$2.53	$0.35
2013Detailed filing. Detailed filing data is available for this year.	$0.51	$0.33	$0.18	$4.60	$4.01	$0.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.89	$1.30	$0.41		$3.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.85	$0.78	$0.08	$1.06	$1.65	$0.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.21	$0.55	$0.66		$2.25