Civic Intelligence

Money Savvy Generation Foundation

990EZ • Fiscal year 2017 • EIN 20-0618098

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 26, 2018

Organization ProfileN/A
730 W Randolph StreetChicago, IL 60661

(800) 413-0073

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

12th percentile

-39%

Faster asset growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-40%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$18,185

Down $11,724 (-39%) from 2016

Net Assets

Down

$18,185

Down $11,724 (-39%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin21st percentile

Revenue

Down

$96,038

Down $63,962 (-40%) from 2016

Expenses

Down

$107,762

Down $31,972 (-23%) from 2016

Net Income

Down

-$11,724

Down $31,990 (-158%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$150K$100K$50K$0-$50KAssets 2010: $121,405Liabilities 2010: $55,000Net Assets 2010: $66,4052010Assets 2011: $85,007Liabilities 2011: $77,500Net Assets 2011: $7,5072011Assets 2012: $89,078Liabilities 2012: $130,000Net Assets 2012: -$40,9222012Assets 2013: $51,127Liabilities 2013: $33,000Net Assets 2013: $18,1272013Assets 2014: $87,928Liabilities 2014: $35,000Net Assets 2014: $52,9282014Assets 2015: $59,738Liabilities 2015: $50,095Net Assets 2015: $9,6432015Assets 2016: $29,909Liabilities 2016: $0Net Assets 2016: $29,9092016Assets 2017: $18,185Net Assets 2017: $18,1852017Assets 2018: $18,138Net Assets 2018: $18,1382018Assets 2019: $16,711Net Assets 2019: $16,7112019Assets 2020: $26,761Net Assets 2020: $26,7612020Assets 2021: $4,131Net Assets 2021: $4,1312021Assets 2022: $4,914Liabilities 2022: $96Net Assets 2022: $4,8182022Assets 2023: $4,396Liabilities 2023: $0Net Assets 2023: $4,3962023Assets 2024: $6,247Liabilities 2024: $0Net Assets 2024: $6,2472024

Highlighted filing

2017

Assets$18,185
Liabilities-
Net Assets$18,185
Open 2017 Filing

Operations Trend

Revenue Growth12th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $224,8692010Revenue 2011: $105,841Expenses 2011: $164,739Net Income 2011: -$58,8982011Expenses 2012: $346,5282012Revenue 2013: $459,765Expenses 2013: $400,716Net Income 2013: $59,0492013Revenue 2014: $287,900Expenses 2014: $253,099Net Income 2014: $34,8012014Revenue 2015: $201,138Expenses 2015: $244,423Net Income 2015: -$43,2852015Revenue 2016: $160,000Expenses 2016: $139,734Net Income 2016: $20,2662016Revenue 2017: $96,038Expenses 2017: $107,762Net Income 2017: -$11,7242017Revenue 2018: $105,688Expenses 2018: $105,735Net Income 2018: -$472018Revenue 2019: $90,033Expenses 2019: $91,460Net Income 2019: -$1,4272019Revenue 2020: $95,145Expenses 2020: $85,095Net Income 2020: $10,0502020Revenue 2021: $75,293Expenses 2021: $97,923Net Income 2021: -$22,6302021Revenue 2022: $77,055Expenses 2022: $76,368Net Income 2022: $6872022Revenue 2023: $497,408Expenses 2023: $497,830Net Income 2023: -$4222023Revenue 2024: $496,321Expenses 2024: $494,469Net Income 2024: $1,8522024

Highlighted filing

2017

Revenue$96,038
Expenses$107,762
Net Income-$11,724
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 26, 2018
Return Version
2017v2.2
Gross Receipts
$96,038
Mission and Program Overview

Mission

Provide personal financial education.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION PROVIDED FREE CURRICULUM MATERIALS AND TEACHER TRAINING TO 5,148 STUDENTS IN 247 CLASSROOMS IN 42 PUBLIC AND PRIVATE SCHOOLS IN THE CHICAGO AREA.-$107,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARTLEY LOETHENExec Director-$0--
CAMILLE FOTOPOLOUSDirector-$0--
CHRISTY PEDERSENDirector-$0--
Filing and Contact Details

Filer

Filer Name
Money Savvy Generation Foundation
EIN
20-0618098
Phone
8004130073
Address
730 W RANDOLPH STREET, CHICAGO, IL 60661

Signing Officer

Name
Bartly Loethen
Title
Executive Director
Phone
8004130073
Signed
2018-02-26
Discuss with paid preparer
Yes

Preparer

Firm
D Jerry Moore CPA Ltd
Address
1125 Tri-State Pkwy Suite 710-A, Gurnee, IL 60031
Preparer
D Jerry Moore CPA
Phone
8472491104
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Prior to finalizing the 990, the governing board reviews”

Pt VI, Line 11B

“A COPY OF THE FILING.”

Pt VI, Line 12C

“Due to the small size of the organization, the board”

Pt VI, Line 12C

“Would be aware if a conflict of interest was present.”

Form 990EZ, Part I, Line 16

“Grant & contract expenses 107000.”

Form 990EZ, Part I, Line 16

“Organizational expenses 15.”

Form 990EZ, Part I, Line 16

“SUPLIES 72.”

Form 990EZ, Part II, Line 24

“Revenue receivable 25000.”

Form 990EZ, Part II, Line 24

“Credit card debit balance 25.”

Raw XML Appendix159 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHAEL BEACHAM
IRS990EZ/BooksInCareOfDetail/PhoneNum08004130073
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt074 SATURDAY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MT PLEASANT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029464
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04909
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018160
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01038
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11724
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0675
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029909
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018185
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt06100
IRS990EZ/GrossReceiptsAmt096038
IRS990EZ/GrossSalesOfInventoryAmt06100
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029909
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018185
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029909
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018185
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BARTLEY LOETHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAMILLE FOTOPOLOUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTY PEDERSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXEC DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt025000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt025
IRS990EZ/OtherExpensesTotalAmt0107087
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE PERSONAL FINANCIAL EDUCATION.
IRS990EZ/ProgramServiceRevenueAmt088900
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION PROVIDED FREE CURRICULUM MATERIALS AND TEACHER TRAINING TO 5,148 STUDENTS IN 247 CLASSROOMS IN 42 PUBLIC AND PRIVATE SCHOOLS IN THE CHICAGO AREA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0107000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0107762
IRS990EZ/TotalProgramServiceExpensesAmt0107000
IRS990EZ/TotalRevenueAmt096038
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01038
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01278
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt095000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0160000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0201098
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0287700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0459765
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01203563
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01204841
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt096038
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0160000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0201138
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0287900
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0459765
IRS990ScheduleA/Total509Grp/TotalAmt01204841
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01204841
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO FINALIZING THE 990, THE GOVERNING BOARD REVIEWS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE TO THE SMALL SIZE OF THE ORGANIZATION, THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WOULD BE AWARE IF A CONFLICT OF INTEREST WAS PRESENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GRANT & CONTRACT EXPENSES 107000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ORGANIZATIONAL EXPENSES 15.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPLIES 72.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7REVENUE RECEIVABLE 25000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CREDIT CARD DEBIT BALANCE 25.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARTLY LOETHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08004130073
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONEY SAVVY GENERATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONE
ReturnHeader/Filer/EIN0200618098
ReturnHeader/Filer/PhoneNum08004130073
ReturnHeader/Filer/USAddress/AddressLine1Txt0730 W RANDOLPH STREET
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060661
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E7DB910D423B0D826D985C9198CB2AE504ACD260
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E7DB910D423B0D826D985C9198CB2AE504ACD260
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.84.110.77
ReturnHeader/FilingSecurityInformation/IPDt02018-02-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm016:22:21
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0D Jerry Moore CPA Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01125 Tri-State Pkwy Suite 710-A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gurnee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060031
ReturnHeader/PreparerPersonGrp/PhoneNum08472491104
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D JERRY MOORE CPA
ReturnHeader/ReturnTs02018-02-26T16:23:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,185
Liabilities
-
Net assets
$18,185
Revenue
$96,038
Expenses
$107,762
Net income
-$11,724
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits