Civic Intelligence

Make a Difference- Wisconsin Inc

990 • Fiscal year 2020 • EIN 20-5203533

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 07, 2020

Organization ProfileWWW.SECUREFUTURES.ORG
710 N Plankinton Avenue No 1400Milwaukee, WI 53203

(414) 273-8101

Siviq Scores

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

Liabilities / Assets

59th percentile

0.17x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

49th percentile

0.13x

Higher debt load relative to revenue than 49% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

68th percentile

16%

Higher net margin than 68% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

77th percentile

$120,650

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

85th percentile

48%

Faster asset growth than 85% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

38%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$1,047,257

Up $340,657 (+48%) from 2019

Net Assets

Up

$873,499

Up $215,564 (+33%) from 2019

Liabilities

Up

$173,758

Up $125,093 (+257%) from 2019

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin68th percentile

Revenue

Up

$1,338,404

Up $369,166 (+38%) from 2019

Expenses

Up

$1,122,840

Up $119,430 (+12%) from 2019

Net Income

Up

$215,564

Up $249,736 (+731%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2020

Assets$1,047,257
Liabilities$173,758
Net Assets$873,499
Open 2020 Filing

Operations Trend

Revenue Growth84th 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

2020

Revenue$1,338,404
Expenses$1,122,840
Net Income$215,564
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 7, 2020
Return Version
2019v5.1
Gross Receipts
$1,338,404
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$523,355$606,931▲ $83,576
Cash and Non-Interest-Bearing Accounts$36,882$186,171▲ $149,289
Intangible Assets$61,782$157,834▲ $96,052
Pledges and Grants Receivable$72,100$46,350▼ $25,750
Accounts Receivable-$31,250-
Land, Buildings, and Equipment, Net$10,031$14,646▲ $4,615
Prepaid Expenses and Deferred Charges$2,450$4,075▲ $1,625
Total Assets$706,600$1,047,257▲ $340,657
Liabilities
Unsecured Notes Loans Payable-$120,880-
Accounts Payable and Accrued Expenses$48,665$52,878▲ $4,213
Total Liabilities$48,665$173,758▲ $125,093
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$424,840$530,979▲ $106,139
Net Assets With Donor Restrictions$233,095$342,520▲ $109,425
Total Net Assets Fund Balance$657,935$873,499▲ $215,564
Total Liabilities and Net Assets / Fund Balance$706,600$1,047,257▲ $340,657

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,646$64,129$78,775
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brenda CampbellPresident & CEOFT$116,387$4,263$120,650

Board Members and Trustees

NameTitle
Rebecca NeumannChair
Peter SyslackVice Chair
Andrea CataldoDirector
Christine SmythDirector
Elmer MooreDirector
Irina KwiatkowskaDirector
Jackie DarrDirector
James NeubauerDirector
Jeremy CainDirector
John MrozDirector
Kevin NewellDirector
Lloyd LevinDirector
Michael SchelbleDirector
Mike KellyDirector
Patrick McdonoughDirector
Sandy DunstDirector
Sara WalkerDirector
Tracy FossDirector
Nathan StadingSecretary
Wayne BreitbarthTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,225,228
Program Service Revenue
$0
Investment Income
$1,576
Other Revenue
$111,600
All Other Contributions
$882,708
Change in Net Assets
$215,564

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,338,404
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$72,780
Total Revenue per Audited Statements
$1,411,184
Total Revenue per Form 990
$1,338,404
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$803,695
Other Expenses$199,459
Total Fundraising Expense$198,519
Grants and Similar Amounts Paid$119,686
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$406,104$49,304$112,451$567,859
Grants to Domestic Individuals$119,686--$119,686
Current Officers, Directors, Trustees, and Key Employees$84,607$11,590$19,703$115,900
Other Employee Benefits$45,715$5,636$12,417$63,768
Payroll Taxes$40,306$4,999$10,863$56,168
Office Expenses$40,702$6,745$7,710$55,157
Occupancy$31,049$3,657$8,910$43,616
Depreciation Depletion$22,399$2,778$6,037$31,214
Conferences and Meetings$5,495$1,033$6,736$13,264
Fees for Services Accounting-$12,592-$12,592
Fees for Services Other$1,481$4,047$1,960$7,488
Travel$2,737$414$1,949$5,100
Insurance$3,539$439$954$4,932
Advertising--$4,750$4,750
Fees for Services Legal$4,469--$4,469
Other Expenses$625$2,629$420$625
Total Functional Expenses$811,716$112,605$198,519$1,122,840

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,195,620
Expenses per Audited Statements$1,122,840
Total Expenses per Form 990$1,122,840
Expenses Not Reported on Form 990$72,780
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 Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Investment Conference$342,520---
Total Events$342,520---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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

“Board members receive an electronic copy of the form 990 for review and are asked to respond with any questions or concerns by a select date.”

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

“At our annual meeting, board members are provided with the conflict of interest policy to review and sign. An electronic copy of the signed document is saved in our organization's files.”

Form 990, Part VI, Section B, Line 15

“Salary levels are commensurate with experience and organizational needs, as determined by the board of directors, and will be within the range established for each position. A salary range is determined by several factors, including job analysis, position duties, and salary data on pay practices of other employers. Salary levels are reviewed on a regular basis, with changes made at the sole discretion of the board of directors based on the position of responsibilities, the performance of the employee, and securefutures' financial resources.”

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 NO 1400, MILWAUKEE, WI 53203

Signing Officer

Name
Brenda Campbell
Title
President & CEO
Phone
4142738101
Signed
2020-12-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brenda Campbell
Formed
2006
Legal Domicile
Wi
Voting Board Members
20
Independent Board Members
20
Employees
12
Volunteers
1,100

Preparer

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

Additional Explanations

Form 990, Part XII, Line 2C

“Process has not changed from prior year.”

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, 2020, 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 569 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/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20116387
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/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
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/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20PRESIDENT & CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0342520
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0119686
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0119686
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01338404
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt0954
IRS990/InsuranceGrp/ManagementAndGeneralAmt0439
IRS990/InsuranceGrp/ProgramServicesAmt03539
IRS990/InsuranceGrp/TotalAmt04932
IRS990/IntangibleAssetsGrp/BOYAmt061782
IRS990/IntangibleAssetsGrp/EOYAmt0157834
IRS990/InvestmentIncomeGrp/ExclusionAmt01576
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01576
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt064129
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010031
IRS990/LandBldgEquipBasisNetGrp/EOYAmt014646
IRS990/LandBldgEquipCostOrOtherBssAmt078775
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/NetAssetsOrFundBalancesBOYAmt0657935
IRS990/NetAssetsOrFundBalancesEOYAmt0873499
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0424840
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0530979
IRS990/NoncashContributionsAmt012642
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt08910
IRS990/OccupancyGrp/ManagementAndGeneralAmt03657
IRS990/OccupancyGrp/ProgramServicesAmt031049
IRS990/OccupancyGrp/TotalAmt043616
IRS990/OfficeExpensesGrp/FundraisingAmt07710
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06745
IRS990/OfficeExpensesGrp/ProgramServicesAmt040702
IRS990/OfficeExpensesGrp/TotalAmt055157
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt012417
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05636
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt045715
IRS990/OtherEmployeeBenefitsGrp/TotalAmt063768
IRS990/OtherExpensesGrp/Desc0MEMBERSHIP DUES
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSE
IRS990/OtherExpensesGrp/Desc2STAFF PROFESSIONAL DEVE
IRS990/OtherExpensesGrp/Desc3PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt01789
IRS990/OtherExpensesGrp/FundraisingAmt11870
IRS990/OtherExpensesGrp/FundraisingAmt2420
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03945
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12797
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22629
IRS990/OtherExpensesGrp/ProgramServicesAmt02215
IRS990/OtherExpensesGrp/ProgramServicesAmt1409
IRS990/OtherExpensesGrp/ProgramServicesAmt2178
IRS990/OtherExpensesGrp/ProgramServicesAmt3625
IRS990/OtherExpensesGrp/TotalAmt07949
IRS990/OtherExpensesGrp/TotalAmt15076
IRS990/OtherExpensesGrp/TotalAmt23227
IRS990/OtherExpensesGrp/TotalAmt3625
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0112451
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt049304
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0406104
IRS990/OtherSalariesAndWagesGrp/TotalAmt0567859
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt010863
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04999
IRS990/PayrollTaxesGrp/ProgramServicesAmt040306
IRS990/PayrollTaxesGrp/TotalAmt056168
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt072100
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt046350
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02450
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04075
IRS990/PrincipalOfficerNm0BRENDA CAMPBELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0MONEY PATH ALLOWS STUDENTS TO COMPARE AND CONTRAST THE EFFECTS OF THEIR CHOICES AFTER HIGH SCHOOL THROUGH AN INTUITIVE, STEP-BY-STEP SIMULATION WHICH INCLUDES EVERYTHING FROM STUDENT LOANS TO CAR PAYMENTS TO RETIREMENT SAVINGS. STUDENTS WORK INDEPENDENTLY ON THEIR OWN COMPUTERS WHILE BUSINESS COMMUNITY VOLUNTEERS GUIDE THEM THROUGH HOW TO USE THE APP AND EQUIP THEM WITH FINANCIAL PLANNING PRINCIPLES AS THEY WORK TOWARD THE DECISIONS AND GOALS THAT WILL SECURE THEIR FUTURES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0344212
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0111600
IRS990/ProgSrvcAccomActy3Grp/Desc0MONEY COACH VOLUNTEERS MENTOR, ENGAGE, AND ENCOURAGE STUDENTS IN SMALL GROUPS AND ONE-ON-ONE AS THEY DEVELOP ACTION PLANS TO ACHIEVE FINANCIAL NEEDS AND GOALS. MONEY COACH IS A ONE-OF-A-KIND APPROACH AND HAS PROVEN TO BE A VALUABLE ADDITION TO HIGH SCHOOL PROGRAMMING. MONEY COACH ALSO PROVIDES THE OPPORTUNITY FOR STUDENTS TO EARN A SCHOLARSHIP (UP TO $350) AS THEY MEET PROGRAM BENCHMARKS. FOR THE GREATEST IMPACT, MONEY COACH IS TYPICALLY OFFERED OVER THE COURSE OF FOUR MONTHS TO A SELECT NUMBER OF STUDENTS DURING EITHER FALL OR SPRING SEMESTER.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0265608
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0119686
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM SERVICES
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt019117
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0978363
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0116360
IRS990/PYInvestmentIncomeAmt03206
IRS990/PYOtherExpensesAmt0156842
IRS990/PYOtherRevenueAmt0-12331
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-34172
IRS990/PYSalariesCompEmpBnftPaidAmt0730208
IRS990/PYTotalExpensesAmt01003410
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0969238
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0215564
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt0111600
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0111600
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0523355
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0606931
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01225228
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0978363
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0929816
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0819008
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0688360
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04640775
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01576
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03591
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0947

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,047,257
Liabilities
$173,758
Net assets
$873,499
Revenue
$1,338,404
Expenses
$1,122,840
Net income
$215,564
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