Liabilities / Assets
32nd percentile
Higher debt load relative to assets than 32% of similar nonprofits.
990 • Fiscal year 2017 • EIN 20-3788598
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
32nd percentile
Higher debt load relative to assets than 32% of similar nonprofits.
Liabilities / Revenue
38th percentile
Higher debt load relative to revenue than 38% of similar nonprofits.
Net Margin
10th percentile
Higher net margin than 10% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 29.4% of source-year revenue.
Asset Growth
11th percentile
Faster asset growth than 11% of similar nonprofits.
Revenue Growth
4th percentile
Faster revenue growth than 4% of similar nonprofits.
Assets
Down$1,083,640
Down $135,658 (-11%) from 2016
Net Assets
Down$1,060,724
Down $127,285 (-11%) from 2016
Liabilities
Down$22,916
Down $8,373 (-27%) from 2016
Revenue
Down$425,186
Down $445,266 (-51%) from 2016
Expenses
Up$552,471
Up $94,898 (+21%) from 2016
Net Income
Down-$127,285
Down $540,164 (-131%) from 2016
CFR provides research, education, program development and technical assistance for non-profit organizations and their low-income constituents on financial literacy, money management, and accessing and effectively using low-cost financial products and services.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $888,887 | $1,043,293 | ▲ $154,406 |
| Pledges and Grants Receivable | $45,000 | $0 | ▼ $45,000 |
| Cash and Non-Interest-Bearing Accounts | $282,551 | $40,347 | ▼ $242,204 |
| Accounts Receivable | $2,000 | $0 | ▼ $2,000 |
| Prepaid Expenses and Deferred Charges | $860 | $0 | ▼ $860 |
| Other Notes and Loans Receivable, Net | - | $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 | $1,219,298 | $1,083,640 | ▼ $135,658 |
| Other Assets Total | - | $0 | - |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $31,289 | $22,916 | ▼ $8,373 |
| Total Liabilities | $31,289 | $22,916 | ▼ $8,373 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $770,092 | $834,231 | ▲ $64,139 |
| Temporarily Rstr Net Assets | $417,917 | $226,493 | ▼ $191,424 |
| Total Net Assets Fund Balance | $1,188,009 | $1,060,724 | ▼ $127,285 |
| Total Liabilities and Net Assets / Fund Balance | $1,219,298 | $1,083,640 | ▼ $135,658 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Lauren Leimbach | Executive Director | FT | $119,789 | $5,259 | $125,048 |
| Name | Title |
|---|---|
| David Derryck | President |
| Craig Crockett | Director |
| Fran Schall | Director |
| Maeve Elise Brown | Director |
| Patty Fukami | Director |
| Pat Krackov | Secretary |
| Kendall Baker | Treasurer |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $407,352 |
| Other Expenses | $130,923 |
| Total Fundraising Expense | $24,184 |
| Grants and Similar Amounts Paid | $11,796 |
| Professional Fundraising Fees | $2,400 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $183,989 | $37,819 | $11,299 | $233,107 |
| Current Officers, Directors, Trustees, and Key Employees | $108,791 | $8,754 | $7,503 | $125,048 |
| Information Technology | $67,503 | $119 | - | $67,622 |
| Fees for Services Other | $31,760 | $6,365 | $172 | $38,297 |
| Payroll Taxes | $21,812 | $3,477 | $1,375 | $26,664 |
| Other Employee Benefits | $16,636 | $4,462 | $1,435 | $22,533 |
| Grants to Domestic Individuals | $7,796 | - | - | $7,796 |
| Fees for Services Accounting | - | $6,300 | - | $6,300 |
| Travel | $5,297 | $313 | - | $5,610 |
| Insurance | - | $4,197 | - | $4,197 |
| Grants to Domestic Orgs | $4,000 | - | - | $4,000 |
| Office Expenses | $2,413 | $1,519 | - | $3,932 |
| Occupancy | $3,174 | $162 | - | $3,336 |
| Fees for Services Professional Fundraising | - | - | $2,400 | $2,400 |
| Other Expenses | $681 | $291 | - | $972 |
| Conferences and Meetings | $572 | $85 | - | $657 |
| Total Functional Expenses | $454,424 | $73,863 | $24,184 | $552,471 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $2,400 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
“The Board of Directors review tax forms.”
“All personnel and board members are required to disclose (in writing) potential conflicts and any related party affiliations. The organization seeks full transparency on all relationships through discussions at Board meetings.”
“The Board of Directors which approves the E.D.'s compensation is comprised of independent persons.”
“Upon request”
“The Organization has evaluated its current tax positions as of December 31, 2017 and is not aware of any significant uncertain tax positions for which a reserve would be necessary.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | true |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 31289 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 22916 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 2000 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | CFR provides research, education, program development and technical assistance for non-profit organizations and their low-income constituents on financial literacy, money management, and accessing and effectively using low-cost financial products and services. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 0 |
| IRS990/AllAffiliatesIncludedInd | 0 | false |
| IRS990/AllOtherContributionsAmt | 0 | 287348 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 0 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 0 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | Lauren Leimbach |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5109317761 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 771 Euclid Avenue |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Berkeley |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 947081348 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 282551 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 40347 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 7503 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 8754 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 108791 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 125048 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 85 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 572 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 657 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 287348 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 11796 |
| IRS990/CYInvestmentIncomeAmt | 0 | 648 |
| IRS990/CYOtherExpensesAmt | 0 | 130923 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 137190 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -127285 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 407352 |
| IRS990/CYTotalExpensesAmt | 0 | 552471 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 24184 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 2400 |
| IRS990/CYTotalRevenueAmt | 0 | 425186 |
| IRS990/DAFExcessBusinessHoldingsInd | 0 | false |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 0 |
| IRS990/Desc | 0 | CFR provides research, education, program development and technical assistance for non-profit organizations and their low-income constituents on financial literacy, money management, and accessing and effectively using low-cost financial products and services. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DistributionToDonorInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 4 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/EscrowAccountInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 454424 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 6300 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 6300 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 172 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 6365 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 31760 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 38297 |
| IRS990/FeesForServicesProfFundraising/FundraisingAmt | 0 | 2400 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 2400 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282FiledCnt | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 5259 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | David Derryck |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Pat Krackov |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Kendall Baker |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Maeve Elise Brown |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Craig Crockett |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Patty Fukami |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Fran Schall |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Lauren Leimbach |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 119789 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Executive Dir. |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/Form990TFiledInd | 0 | false |
| IRS990/FormationYr | 0 | 2006 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantAmt | 0 | 11796 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 7796 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 7796 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 4000 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 4000 |
| IRS990/GrantsToIndividualsInd | 0 | true |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 425186 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 7 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 119 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 67503 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 67622 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 4197 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 4197 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 648 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 648 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 0 |
| IRS990/InvestTaxExemptBondsInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 4 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LicensedMoreThanOneStateInd | 0 | false |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | CFR provides research, education, program development and technical assistance for non-profit organizations and their low-income constituents on financial literacy, money management, and accessing and effectively using low-cost financial products and services. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 1188009 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1060724 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 162 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 3174 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 3336 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 1519 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 2413 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 3932 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OnBehalfOfIssuerInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OrgFiledInLieuOfForm1041Ind | 0 | false |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 1435 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 4462 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 16636 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 22533 |
| IRS990/OtherExpensesGrp/Desc | 0 | Due, licenses, service fees |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 291 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 681 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 972 |
| IRS990/OtherRevenueTotalAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 11299 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 37819 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 183989 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 233107 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 1375 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 3477 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 21812 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 26664 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 45000 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 860 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 0 |
| IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt | 0 | Lauren Leimbach |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Program Service Fees |
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| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | The Organization has evaluated its current tax positions as of December 31, 2017 and is not aware of any significant uncertain tax positions for which a reserve would be necessary. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part X : FIN48 Footnote |
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| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | CFR staff works closely with the organization and is able to verify completion of scope of work.Program participants are incented for performing beneficial financial behaviors such as opening a bank account. Incentives are recorded on a spreadsheet with one staff person signing off on the award approval and a second signing off on the transfer funds. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grantmaker's Description of How Grants are Used |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | The Board of Directors review tax forms. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | All personnel and board members are required to disclose (in writing) potential conflicts and any related party affiliations. The organization seeks full transparency on all relationships through discussions at Board meetings. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | The Board of Directors which approves the E.D.'s compensation is comprised of independent persons. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Upon request |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Line 11b: Form 990 Review Process |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.