Civic Intelligence

Financial Beginnings

990 • Fiscal year 2024 • EIN 20-3530960

Jul 01, 2023 to Jun 30, 2024 • Filed on May 06, 2025

Organization ProfileWWW.FINANCIALBEGINNINGS.ORG

View Organization Page

6443 SW Beaverton Hillsdale Hwy 430Portland, OR 97221

(800) 406-1876

Siviq Scores

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

Liabilities / Assets

66th percentile

0.18x

Higher debt load relative to assets than 66% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

64th percentile

0.17x

Higher debt load relative to revenue than 64% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

12th percentile

-25%

Higher net margin than 12% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

85th percentile

$162,308

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 13.1% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

87th percentile

38%

Faster asset growth than 87% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-33%

Faster revenue growth than 9% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$1,230,464

Up $338,097 (+38%) from 2023

Net Assets

Up

$1,014,248

Up $270,131 (+36%) from 2023

Liabilities

Up

$216,216

Up $67,966 (+46%) from 2023

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin12th percentile

Revenue

Down

$1,238,981

Down $616,607 (-33%) from 2023

Expenses

Up

$1,553,324

Up $445,423 (+40%) from 2023

Net Income

Down

-$314,343

Down $1,062,030 (-142%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2012: $67,620Liabilities 2012: $6,0502012Assets 2013: $98,476Liabilities 2013: $7,745Net Assets 2013: $90,7312013Assets 2014: $142,100Liabilities 2014: $18,731Net Assets 2014: $123,3692014Assets 2015: $237,653Liabilities 2015: $23,391Net Assets 2015: $214,2622015Assets 2016: $293,441Liabilities 2016: $15,684Net Assets 2016: $277,7572016Assets 2017: $559,704Liabilities 2017: $69,691Net Assets 2017: $490,0132017Assets 2018: $239,526Liabilities 2018: $30,654Net Assets 2018: $208,8722018Assets 2019: $174,014Liabilities 2019: $41,231Net Assets 2019: $132,7832019Assets 2020: $589,851Liabilities 2020: $143,991Net Assets 2020: $445,8602020Assets 2021: $300,011Liabilities 2021: $84,956Net Assets 2021: $215,0552021Assets 2022: $67,187Liabilities 2022: $70,757Net Assets 2022: -$3,5702022Assets 2023: $892,367Liabilities 2023: $148,250Net Assets 2023: $744,1172023Assets 2024: $1,230,464Liabilities 2024: $216,216Net Assets 2024: $1,014,2482024

Highlighted filing

2024

Assets$1,230,464
Liabilities$216,216
Net Assets$1,014,248
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2012: $188,738Expenses 2012: $157,831Net Income 2012: $30,9072012Expenses 2013: $226,8582013Revenue 2014: $342,024Expenses 2014: $309,386Net Income 2014: $32,6382014Revenue 2015: $572,036Expenses 2015: $481,143Net Income 2015: $90,8932015Revenue 2016: $653,493Expenses 2016: $589,998Net Income 2016: $63,4952016Revenue 2017: $952,741Expenses 2017: $740,485Net Income 2017: $212,2562017Revenue 2018: $521,697Expenses 2018: $559,375Net Income 2018: -$37,6782018Revenue 2019: $506,570Expenses 2019: $582,659Net Income 2019: -$76,0892019Revenue 2020: $1,080,917Expenses 2020: $767,840Net Income 2020: $313,0772020Revenue 2021: $690,120Expenses 2021: $920,925Net Income 2021: -$230,8052021Revenue 2022: $739,533Expenses 2022: $958,158Net Income 2022: -$218,6252022Revenue 2023: $1,855,588Expenses 2023: $1,107,901Net Income 2023: $747,6872023Revenue 2024: $1,238,981Expenses 2024: $1,553,324Net Income 2024: -$314,3432024

Highlighted filing

2024

Revenue$1,238,981
Expenses$1,553,324
Net Income-$314,343
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 6, 2025
Return Version
2023v6.0
Gross Receipts
$1,249,827
Mission and Program Overview

Mission

Financial beginnings empowers youth and adults to take control of their financial future.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$826,096-
Savings and Temporary Cash Investments$452,964$0▼ $452,964
Accounts Receivable$398,516$164,027▼ $234,489
Prepaid Expenses and Deferred Charges$3,594$4,432▲ $838
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$892,367$1,230,464▲ $338,097
Other Assets Total$37,293$235,909▲ $198,616
Liabilities
Accounts Payable and Accrued Expenses$109,365$158,764▲ $49,399
Other Liabilities$38,885$57,452▲ $18,567
Total Liabilities$148,250$216,216▲ $67,966
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$397,261$773,626▲ $376,365
Net Assets With Donor Restrictions$346,856$240,622▼ $106,234
Total Net Assets Fund Balance$744,117$1,014,248▲ $270,131
Total Liabilities and Net Assets / Fund Balance$892,367$1,230,464▲ $338,097

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$1,595$1,595
Other Assets Org$51,981--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023-$91,983▲ $13,677-$105,660
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ronecca NorvellCEOFT$155,752$6,556$155,752

Board Members and Trustees

NameTitle
Tom SomaChair
Amanda LangBoard Member
Amy TheumaBoard Member
Bridget BanzBoard Member
Duncan TaylorBoard Member
Frewine KirosBoard Member
Heidi SextonBoard Member
Holly FilesBoard Member
Jamese BeaufordBoard Member
Jeff StricklerBoard Member
Joe HerrleBoard Member
John StirekBoard Member
John Stirek SrBoard Member
Ken CalhounBoard Member
Logwone Warrior MitzBoard Member
Marc WrightBoard Member
Martha MickelsonBoard Member
Sean EdwardsBoard Member
Mike FisherSecretary
Donald L BielenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,079,031
Program Service Revenue
$64,980
Investment Income
$28,887
Other Revenue
$66,083
All Other Contributions
$1,010,731
Change in Net Assets
$-314,343

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,238,981
Revenue Not Reported on Form 990
$23,256
Total Revenue per Audited Statements
$1,262,237
Total Revenue per Form 990
$1,238,981
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,194,504
Other Expenses$344,312
Total Fundraising Expense$297,503
Professional Fundraising Fees$14,508
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$581,163$42,005$150,377$773,545
Current Officers, Directors, Trustees, and Key Employees$137,410$43,397$44,671$225,478
Other Employee Benefits$74,621$9,755$33,336$117,712
Payroll Taxes$50,595$5,315$21,859$77,769
Fees for Services Other$9,732$62,536-$72,268
Fees for Services Accounting-$51,677-$51,677
Office Expenses$15,948$6,282$17,696$39,926
Occupancy$15,191$5,794$5,793$26,778
Other Expenses$10,913$1,330$4,875$17,118
Travel$4,770$9,146$2,919$16,835
Fees for Services Professional Fundraising--$14,508$14,508
Fees for Services Legal-$8,422-$8,422
Insurance$4,226$2,727$304$7,257
Advertising$497$257$1,047$1,801
Total Functional Expenses$1,007,178$248,643$297,503$1,553,324

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,576,580
Expenses per Audited Statements$1,553,324
Total Expenses per Form 990$1,553,324
Expenses Not Reported on Form 990$23,256
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$14,508
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease liability$57,452
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“John stirek and john stirek - family relationship. Tom soma and john stirek - business relationship.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is first reviewed by the finance committee and then the treasurer presents to the board for review submitting.”

Form 990, Part VI, Section B, Line 12C

“Board members review the conflict of interest policy annually and are required to disclose any or no conflicts.”

Form 990, Part VI, Section B, Line 15A

“The board chair leads the process of evaluating the ceo. The chair solicits input from the board to write a formal review for the ceo. The board approves the review and any salary or bonuses.”

Form 990, Part VI, Section C, Line 19

“The organization's annual reports are available on our website. Other documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Financial Beginnings
EIN
20-3530960
Phone
8004061876
Address
6443 SW BEAVERTON HILLSDALE HWY 430, PORTLAND, OR 97221

Signing Officer

Name
Ronecca Norvell
Title
CEO
Signed
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronecca Norvell
Formed
2005
Legal Domicile
Or
Voting Board Members
20
Independent Board Members
20
Employees
23
Volunteers
86

Preparer

Firm
Bashar & Johnson PC
Address
4905 SW Griffith Drive Suite 100, Beaverton, OR 97005
Preparer
Anwar Bashar CPA
Phone
5036434000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Fund balance transfer from financial beginnings oregon = $278721”

Form 990, Part XI, Line 9

“Fund balance transfer from financial beginnings washington = $305753”

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“COGS MATERIAL $10846”

Part XII, Line 2D: Other expenses and losses per audited F/S

“COGS MATERIAL $10846”

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

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IRS990/Desc0FINANCIAL BEGINNINGS FULFILLS ITS MISSION BY PROVIDING FINANCIAL EDUCATION AND EMPOWERMENT OPPORTUNITIES. AS A NATIONAL NONPROFIT, FINANCIAL BEGINNINGS PROVIDES PROGRAMS TO LEARNERS ACROSS THE UNITED STATES.FINANCIAL BEGINNINGS INCREASES THE FINANCIAL CAPABILITY OF YOUTH AND ADULTS, WHICH ALLOWS THEM TO LIVE WITH LESS FINANCIAL UNCERTAINTY. OUR GOALS ARE TO INCREASE KNOWLEDGE AND CONFIDENCE AROUND PERSONAL FINANCE TOPICS TO HELP PEOPLE ACHIEVE THEIR PERSONAL GOALS SUCH AS HOME OWNERSHIP, HIGHER EDUCATION, AND SECURE RETIREMENT.FINANCIAL BEGINNINGS WORKS TO:- PROMOTE FINANCIAL WELLNESS BY TEACHING AND EMPOWERING INDIVIDUALS TO IMPROVE THEIR FINANCIAL HEALTH PROACTIVELY-ENHANCE FINANCIAL KNOWLEDGE, CONFIDENCE, AND RESILIENCY AMONG UNDERSERVED POPULATIONS.- SUPPORT INDIVIDUALS IN UNDERSTANDING, ACCESSING, AND PARTICIPATING IN FINANCIAL SERVICES. - PROVIDE AGE-APPROPRIATE FINANCIAL EDUCATION THAT MEETS OR EXCEEDS STATE-SPECIFIC STANDARDS. - CREATE COMMUNITIES THAT UNDERSTAND THE NEED FOR FINANCIAL EDUCATION, BUILDING PARTNERSHIPS THAT WORK COLLABORATIVELY TOWARDS INCREASED FINANCIAL LITERACY AND EMPOWERMENT. THESE GOALS ARE ACCOMPLISHED THROUGH FINANCIAL BEGINNINGS' MAIN PROGRAM, WHICH INCLUDES AGE-APPROPRIATE LESSONS FOR YOUTH IN GRADES K-12, AS WELL AS PROGRAMMING FOR COLLEGE STUDENTS AND ADULTS. PROGRAMS ARE PROVIDED IN PARTNERSHIP WITH SCHOOLS AND COMMUNITY-BASED ORGANIZATIONS. FINANCIAL BEGINNINGS HAS ALSO DEVELOPED ONLINE PROGRAMMING TO COMPLEMENT IN-PERSON LESSONS.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,230,464
Liabilities
$216,216
Net assets
$1,014,248
Revenue
$1,238,981
Expenses
$1,553,324
Net income
-$314,343
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.22$1.01$1.24$1.55$0.31
2023Summary only. Only limited summary data is available for this year.$0.89$0.15$0.74$1.86$1.11$0.75
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.07$0.00$0.74$0.96$0.22
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.08$0.22$0.69$0.92$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.14$0.45$1.08$0.77$0.31
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.04$0.13$0.51$0.58$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.03$0.21$0.52$0.56$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.07$0.49$0.95$0.74$0.21
2016Summary only. Only limited summary data is available for this year.$0.29$0.02$0.28$0.65$0.59$0.06
2015Summary only. Only limited summary data is available for this year.$0.24$0.02$0.21$0.57$0.48$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.14$0.02$0.12$0.34$0.31$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.01$0.09$0.23
2012Summary only. Only limited summary data is available for this year.$0.07$0.01$0.19$0.16$0.03