Civic Intelligence

Make a Difference- Wisconsin Inc

990 • Fiscal year 2024 • EIN 20-5203533

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 04, 2024

Organization ProfileWWW.SECUREFUTURES.ORG
710 N Plankinton Avenue 1400Milwaukee, WI 53203

(414) 273-8101

Siviq Scores

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

Liabilities / Assets

65th percentile

0.17x

Higher debt load relative to assets than 65% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.22x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

54th percentile

6.6%

Higher net margin than 54% of similar nonprofits.

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

Top Officer Pay

84th percentile

$160,596

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

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

Asset Growth

51st percentile

4.6%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

38th percentile

1.4%

Faster revenue growth than 38% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$2,529,481

Up $110,276 (+4.6%) from 2023

Net Assets

Up

$2,093,992

Up $130,056 (+6.6%) from 2023

Liabilities

Down

$435,489

Down $19,780 (-4.3%) from 2023

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin54th percentile

Revenue

Up

$1,965,769

Up $27,943 (+1.4%) from 2023

Expenses

Up

$1,835,713

Up $204,842 (+13%) from 2023

Net Income

Down

$130,056

Down $176,899 (-58%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $175,977Liabilities 2011: $0Net Assets 2011: $175,9772011Assets 2012: $187,009Liabilities 2012: $309Net Assets 2012: $186,7002012Assets 2013: $321,074Liabilities 2013: $1,002Net Assets 2013: $320,0722013Assets 2014: $495,070Liabilities 2014: $8,255Net Assets 2014: $486,8152014Assets 2015: $564,396Liabilities 2015: $10,756Net Assets 2015: $553,6402015Assets 2016: $571,018Liabilities 2016: $6,267Net Assets 2016: $564,7512016Assets 2017: $713,070Liabilities 2017: $38,180Net Assets 2017: $674,8902017Assets 2018: $730,223Liabilities 2018: $38,116Net Assets 2018: $692,1072018Assets 2019: $706,600Liabilities 2019: $48,665Net Assets 2019: $657,9352019Assets 2020: $1,047,257Liabilities 2020: $173,758Net Assets 2020: $873,4992020Assets 2021: $1,324,069Liabilities 2021: $137,551Net Assets 2021: $1,186,5182021Assets 2022: $1,756,343Liabilities 2022: $99,362Net Assets 2022: $1,656,9812022Assets 2023: $2,419,205Liabilities 2023: $455,269Net Assets 2023: $1,963,9362023Assets 2024: $2,529,481Liabilities 2024: $435,489Net Assets 2024: $2,093,9922024Assets 2025: $2,542,327Liabilities 2025: $442,905Net Assets 2025: $2,099,4222025

Highlighted filing

2024

Assets$2,529,481
Liabilities$435,489
Net Assets$2,093,992
Open 2024 Filing

Operations Trend

Revenue Growth38th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $383,018Expenses 2011: $255,838Net Income 2011: $127,1802011Expenses 2012: $285,7962012Expenses 2013: $308,6472013Revenue 2014: $571,386Expenses 2014: $404,643Net Income 2014: $166,7432014Revenue 2015: $627,766Expenses 2015: $560,941Net Income 2015: $66,8252015Revenue 2016: $686,851Expenses 2016: $675,740Net Income 2016: $11,1112016Revenue 2017: $816,924Expenses 2017: $706,785Net Income 2017: $110,1392017Revenue 2018: $924,132Expenses 2018: $906,915Net Income 2018: $17,2172018Revenue 2019: $969,238Expenses 2019: $1,003,410Net Income 2019: -$34,1722019Revenue 2020: $1,338,404Expenses 2020: $1,122,840Net Income 2020: $215,5642020Revenue 2021: $1,384,834Expenses 2021: $1,071,815Net Income 2021: $313,0192021Revenue 2022: $1,837,399Expenses 2022: $1,366,936Net Income 2022: $470,4632022Revenue 2023: $1,937,826Expenses 2023: $1,630,871Net Income 2023: $306,9552023Revenue 2024: $1,965,769Expenses 2024: $1,835,713Net Income 2024: $130,0562024Revenue 2025: $2,085,450Expenses 2025: $2,080,020Net Income 2025: $5,4302025

Highlighted filing

2024

Revenue$1,965,769
Expenses$1,835,713
Net Income$130,056
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 4, 2024
Return Version
2023v5.1
Gross Receipts
$1,965,769
Mission and Program Overview

Mission

The mission of the organization is to provide financial literacy programs and resources that empower students to make sound financial decisions. The organization's vision is to build strong communities where students and their families make informed financial decisions and take control of their financial future.

Financial literacy programs and resources to empower students to make sound financial decisions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,336,037$1,682,971▲ $346,934
Intangible Assets$388,019$290,598▼ $97,421
Land, Buildings, and Equipment, Net$133,913$187,146▲ $53,233
Pledges and Grants Receivable$169,200$56,500▼ $112,700
Accounts Receivable$25,000--
Prepaid Expenses and Deferred Charges$12,617$19,535▲ $6,918
Cash and Non-Interest-Bearing Accounts$53,961$16,809▼ $37,152
Total Assets$2,419,205$2,529,481▲ $110,276
Other Assets Total$300,458$275,922▼ $24,536
Liabilities
Other Liabilities$378,549$355,801▼ $22,748
Accounts Payable and Accrued Expenses$76,720$79,688▲ $2,968
Total Liabilities$455,269$435,489▼ $19,780
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,794,736$2,037,492▲ $242,756
Net Assets With Donor Restrictions$169,200$56,500▼ $112,700
Total Net Assets Fund Balance$1,963,936$2,093,992▲ $130,056
Total Liabilities and Net Assets / Fund Balance$2,419,205$2,529,481▲ $110,276

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$101,047$37,527$138,574
Leasehold Improvements$86,099$11,655$97,754
Other Assets Org$1,242--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brenda CampbellPresident & CEOFT$133,724$26,872$160,596

Board Members and Trustees

NameTitle
Jackie DarrChair
Maximilian MannVice Chair
Anne TidmoreDirector
David PolkDirector
Irina KwiatkowskaDirector
Jeremy CainDirector
John MrozDirector
Jonathan SmuckerDirector
Kristen IrgensDirector
Lloyd LevinDirector
Malado CisseDirector
Otis Hosley JrDirector
Robert LagrantDirector
Sydney NelsonDirector
Trinette GreenDirector
Xiaoting HaoDirector
Sandra DunstSecretary
Isaac WoodsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,898,016
Program Service Revenue
$40
Investment Income
$41,508
Other Revenue
$26,205
All Other Contributions
$1,542,263
Change in Net Assets
$130,056

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,965,769
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$60,218
Total Revenue per Audited Statements
$2,025,987
Total Revenue per Form 990
$1,965,769
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,059,202
Other Expenses$612,094
Total Fundraising Expense$177,143
Grants and Similar Amounts Paid$164,417
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$600,301$51,447$85,167$736,915
Depreciation Depletion$194,518$1,413$2,183$198,114
Current Officers, Directors, Trustees, and Key Employees$69,577$43,486$60,880$173,943
Grants to Domestic Individuals$164,417--$164,417
Conferences and Meetings$86,541--$86,541
Advertising$80,543--$80,543
Payroll Taxes$52,164$7,155$11,050$70,369
Office Expenses$63,302$4,940$400$68,642
Other Employee Benefits$46,559$4,162$6,837$57,558
Fees for Services Other$35,578$9,845-$45,423
Occupancy$30,157$4,136$6,388$40,681
Pension Plan Contributions$16,583$1,447$2,387$20,417
Insurance$8,739$1,199$1,851$11,789
Fees for Services Accounting-$10,100-$10,100
Travel$5,997$836-$6,833
Other Expenses$350$4,156-$4,506
Fees for Services Legal-$2,191-$2,191
Total Functional Expenses$1,480,592$177,978$177,143$1,835,713

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,895,931
Expenses per Audited Statements$1,835,713
Total Expenses per Form 990$1,835,713
Expenses Not Reported on Form 990$60,218
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$25,200
Fundraising Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Investment Conference$380,953$25,200-$25,200
Total Events$380,953$25,200-$25,200
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Right-of-use Lease Obligations$355,801
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
Yes
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 8B

“We do not grant authority to committees to act on behalf of the governing body.”

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

“The president and ceo and treasurer present to the executive committee in detail, then it goes to the full board for review and approval.”

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

“Conflict of interest statement is provided to each director at our annual meeting. They read, sign, and return it. It is stored in an electronic file after being reviewed. Any conflicts are brought to the attention of the president and ceo and are addressed on an individual basis.”

Form 990, Part VI, Section B, Line 15

“A review of local and national comparable salaries is reviewed as are performance outcomes. Based on that and existing budget constraints, salaries and or increases for existing employees are determined. The board treasurer and chairperson determine the president and ceo's increase. The finance committee reviews overall staff salary increases proposed by organization leadership and the board approves as part of the annual budget review and approval.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Securefutures Foundation Inc
EIN
20-5203533
Phone
4142738101
Address
710 N PLANKINTON AVENUE 1400, MILWAUKEE, WI 53203

Signing Officer

Name
Brenda Campbell
Title
President & CEO
Phone
4142738101
Signed
2024-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brenda Campbell
Formed
2006
Legal Domicile
Wi
Voting Board Members
18
Independent Board Members
18
Employees
16
Volunteers
205

Preparer

Firm
Ritz Holman Llp
Address
330 E KILBOURN AVE SUITE 550, MILWAUKEE, WI 53202
Preparer
Diana G Luttmann
Phone
4142711451
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The organization is exempt from income tax under section 501(c)(3) of internal revenue code and is classified as other than a private foundation. Management has reviewed all tax positions recognized in previously filed tax returns and those expected to be taken in future tax returns. As of june 30, 2024, the organization had no amounts related to unrecognized income tax benefits and no amounts related to accrued interest and penalties. The organization does not anticipate any significant changes to unrecognized income tax benefits over the next year.”

Raw XML AppendixShowing 400 of 597 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.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18140519
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT & CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0355753
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt025200
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0164417
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0164417
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01965769
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt01851
IRS990/InsuranceGrp/ManagementAndGeneralAmt01199
IRS990/InsuranceGrp/ProgramServicesAmt08739
IRS990/InsuranceGrp/TotalAmt011789
IRS990/IntangibleAssetsGrp/BOYAmt0388019
IRS990/IntangibleAssetsGrp/EOYAmt0290598
IRS990/InvestmentIncomeGrp/ExclusionAmt041508
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt041508
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt049182
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0133913
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0187146
IRS990/LandBldgEquipCostOrOtherBssAmt0236328
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE ORGANIZATION IS TO PROVIDE FINANCIAL LITERACY PROGRAMS AND RESOURCES THAT EMPOWER STUDENTS TO MAKE SOUND FINANCIAL DECISIONS. THE ORGANIZATION'S VISION IS TO BUILD STRONG COMMUNITIES WHERE STUDENTS AND THEIR FAMILIES MAKE INFORMED FINANCIAL DECISIONS AND TAKE CONTROL OF THEIR FINANCIAL FUTURE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01963936
IRS990/NetAssetsOrFundBalancesEOYAmt02093992
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt025200
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt025200
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01794736
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02037492
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt06388
IRS990/OccupancyGrp/ManagementAndGeneralAmt04136
IRS990/OccupancyGrp/ProgramServicesAmt030157
IRS990/OccupancyGrp/TotalAmt040681
IRS990/OfficeExpensesGrp/FundraisingAmt0400
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04940
IRS990/OfficeExpensesGrp/ProgramServicesAmt063302
IRS990/OfficeExpensesGrp/TotalAmt068642
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0300458
IRS990/OtherAssetsTotalGrp/EOYAmt0275922
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06837
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04162
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt046559
IRS990/OtherEmployeeBenefitsGrp/TotalAmt057558
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1AWARDS AND PRIZES
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSE
IRS990/OtherExpensesGrp/Desc3STAFF PROFESSIONAL DEVE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt022633
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11270
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt27562
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt34156
IRS990/OtherExpensesGrp/ProgramServicesAmt09813
IRS990/OtherExpensesGrp/ProgramServicesAmt115453
IRS990/OtherExpensesGrp/ProgramServicesAmt2350
IRS990/OtherExpensesGrp/TotalAmt032446
IRS990/OtherExpensesGrp/TotalAmt116723
IRS990/OtherExpensesGrp/TotalAmt27562
IRS990/OtherExpensesGrp/TotalAmt34506
IRS990/OtherLiabilitiesGrp/BOYAmt0378549
IRS990/OtherLiabilitiesGrp/EOYAmt0355801
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt01005
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01005
IRS990/OtherRevenueTotalAmt01005
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt085167
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt051447
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0600301
IRS990/OtherSalariesAndWagesGrp/TotalAmt0736915
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt011050
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07155
IRS990/PayrollTaxesGrp/ProgramServicesAmt052164
IRS990/PayrollTaxesGrp/TotalAmt070369
IRS990/PensionPlanContributionsGrp/FundraisingAmt02387
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01447
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt016583
IRS990/PensionPlanContributionsGrp/TotalAmt020417
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0169200
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt056500
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012617
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019535
IRS990/PrincipalOfficerNm0BRENDA CAMPBELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MONEY PATH APP
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt040
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt040
IRS990/ProgSrvcAccomActy2Grp/Desc0MONEY PATH: THIS INNOVATIVE PROGRAM ALLOWS TEENS TO EXPLORE HOW THEIR DECISIONS ABOUT COLLEGE, CAREER, BUDGETING, AND SAVING WILL IMPACT LONG-TERM GOALS AND LIFELONG FINANCIAL SUCCESS. MONEY PATH GIVES TEENS THE OPPORTUNITY TO BUILD A PERSONALIZED PLAN AND CHART A COURSE TOWARDS A FINANCIALLY EMPOWERED FUTURE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0691903
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt040
IRS990/ProgSrvcAccomActy3Grp/Desc0MONEY COACH: THIS PROGRAM FOCUSES ON TEENS FROM UNDER-RESOURCED COMMUNITIES AND EMPOWERS THEM THROUGH ONE-ON-ONE AND SMALL GROUP MENTORSHIP TO BUILD STRONG MONEY MANAGEMENT HABITS FOR LONG-TERM FINANCIAL CAPABILITY. THIS MULTI-WEEK EXTENSIVE PROGRAM MATCHES TEENS WITH VOLUNTEER COACHES WHO PROVIDE GUIDANCE, ACCOUNTABILITY, AND SUPPORT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0546622
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0164417
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01897916
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0150655
IRS990/PYInvestmentIncomeAmt014698
IRS990/PYOtherExpensesAmt0525908
IRS990/PYOtherRevenueAmt022800
IRS990/PYProgramServiceRevenueAmt02412
IRS990/PYRevenuesLessExpensesAmt0306955
IRS990/PYSalariesCompEmpBnftPaidAmt0954308
IRS990/PYTotalExpensesAmt01630871
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01937826
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0130056
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01336037
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01682971
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2023 AMOUNT: $ 1,005.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01923216
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01920716
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01811857
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01356308
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01225228
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08237325
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt041508
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014698
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05660
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03094
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01576
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt066536
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0159366
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01005

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Filings

Displayed year

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

Open filing
Assets
$2,529,481
Liabilities
$435,489
Net assets
$2,093,992
Revenue
$1,965,769
Expenses
$1,835,713
Net income
$130,056
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.54$0.44$2.10$2.09$2.08$0.01
2024Detailed filing. Detailed filing data is available for this year.$2.53$0.44$2.09$1.97$1.84$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.42$0.46$1.96$1.94$1.63$0.31
2022Detailed filing. Detailed filing data is available for this year.$1.76$0.10$1.66$1.84$1.37$0.47
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.14$1.19$1.38$1.07$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.17$0.87$1.34$1.12$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.71$0.05$0.66$0.97$1.00$0.03
2018Summary only. Only limited summary data is available for this year.$0.73$0.04$0.69$0.92$0.91$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.04$0.67$0.82$0.71$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.01$0.56$0.69$0.68$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.01$0.55$0.63$0.56$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.01$0.49$0.57$0.40$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$0.29
2011Summary only. Only limited summary data is available for this year.$0.18$0.00$0.18$0.38$0.26$0.13