Civic Intelligence

Make a Difference- Wisconsin Inc

990 • Fiscal year 2021 • EIN 20-5203533

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 09, 2022

Organization ProfileWWW.SECUREFUTURES.ORG

View Organization Page

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

56th percentile

0.10x

Higher debt load relative to assets than 56% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.10x

Higher debt load relative to revenue than 52% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

66th percentile

23%

Higher net margin than 66% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$130,264

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

74th percentile

26%

Faster asset growth than 74% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

38th percentile

3.5%

Faster revenue growth than 38% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$1,324,069

Up $276,812 (+26%) from 2020

Net Assets

Up

$1,186,518

Up $313,019 (+36%) from 2020

Liabilities

Down

$137,551

Down $36,207 (-21%) from 2020

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin66th percentile

Revenue

Up

$1,384,834

Up $46,430 (+3.5%) from 2020

Expenses

Down

$1,071,815

Down $51,025 (-4.5%) from 2020

Net Income

Up

$313,019

Up $97,455 (+45%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2021

Assets$1,324,069
Liabilities$137,551
Net Assets$1,186,518
Open 2021 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

2021

Revenue$1,384,834
Expenses$1,071,815
Net Income$313,019
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 9, 2022
Return Version
2020v4.2
Gross Receipts
$1,384,834
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$606,931$870,579▲ $263,648
Pledges and Grants Receivable$46,350$180,848▲ $134,498
Intangible Assets$157,834$145,225▼ $12,609
Cash and Non-Interest-Bearing Accounts$186,171$73,306▼ $112,865
Accounts Receivable$31,250$31,250→ $0
Land, Buildings, and Equipment, Net$14,646$20,431▲ $5,785
Prepaid Expenses and Deferred Charges$4,075$2,430▼ $1,645
Total Assets$1,047,257$1,324,069▲ $276,812
Liabilities
Unsecured Notes Loans Payable$120,880--
Accounts Payable and Accrued Expenses$52,878$105,934▲ $53,056
Deferred Revenue-$28,424-
Other Liabilities$0$3,193▲ $3,193
Total Liabilities$173,758$137,551▼ $36,207
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$530,979$843,820▲ $312,841
Net Assets With Donor Restrictions$342,520$342,698▲ $178
Total Net Assets Fund Balance$873,499$1,186,518▲ $313,019
Total Liabilities and Net Assets / Fund Balance$1,047,257$1,324,069▲ $276,812

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$20,431$70,018$90,449
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brenda CampbellPresident & CEOFT$116,360$13,904$130,264

Board Members and Trustees

NameTitle
Peter SyslackChair
Nathan StadingVice Chair
Andrea CataldoDirector
Anne TidmoreDirector
Christine SmythDirector
Elmer MooreDirector
Irina KwiatkowskaDirector
Jackie DarrDirector
James NeubauerDirector
John MrozDirector
Jonathan SmuckerDirector
Lloyd LevinDirector
Michael SchelbleDirector
Mike KellyDirector
Patrick McdonoughDirector
Rebecca NeumannDirector
Sandy DunstDirector
Sara WalkerDirector
Sydney NelsonDirector
Tracy FossDirector
Jeremy CainSecretary
Wayne BreitbarthTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,356,308
Program Service Revenue
$0
Investment Income
$3,094
Other Revenue
$25,432
All Other Contributions
$962,680
Change in Net Assets
$313,019

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,384,834
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$28,610
Total Revenue per Audited Statements
$1,413,444
Total Revenue per Form 990
$1,384,834
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$758,189
Other Expenses$229,112
Total Fundraising Expense$203,854
Grants and Similar Amounts Paid$84,514
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$342,411$62,628$130,182$535,221
Current Officers, Directors, Trustees, and Key Employees$83,281$17,402$23,617$124,300
Grants to Domestic Individuals$84,514--$84,514
Depreciation Depletion$73,052$1,042$2,016$76,110
Payroll Taxes$31,384$5,887$11,386$48,657
Other Employee Benefits$22,380$4,074$8,579$35,033
Occupancy$16,761$2,858$7,142$26,761
Fees for Services Other$23,556--$23,556
Office Expenses$12,985$3,789$6,549$23,323
Pension Plan Contributions$9,577$1,748$3,653$14,978
Fees for Services Legal-$11,354-$11,354
Advertising$3,428-$6,199$9,627
Fees for Services Accounting-$8,800-$8,800
Insurance$4,059$761$1,472$6,292
Other Expenses$2$5,183$1,002$5,185
Conferences and Meetings$1,033$123$8$1,164
All Other Expenses$625--$625
Travel$24$145$211$380
Total Functional Expenses$725,831$142,130$203,854$1,071,815

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,100,425
Expenses per Audited Statements$1,071,815
Total Expenses per Form 990$1,071,815
Expenses Not Reported on Form 990$28,610
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$272,748---
Total Events$272,748---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease$3,193
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
2022-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brenda Campbell
Formed
2006
Legal Domicile
Wi
Voting Board Members
21
Independent Board Members
21
Employees
12
Volunteers
1,000

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, 2021, 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 589 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/PersonNm1PETER SYSLACK
IRS990/Form990PartVIISectionAGrp/PersonNm2NATHAN STADING
IRS990/Form990PartVIISectionAGrp/PersonNm3WAYNE BREITBARTH
IRS990/Form990PartVIISectionAGrp/PersonNm4JEREMY CAIN
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IRS990/Form990PartVIISectionAGrp/PersonNm21MICHAEL SCHELBLE
IRS990/Form990PartVIISectionAGrp/PersonNm22BRENDA CAMPBELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22116360
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/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
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/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22PRESIDENT & CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0272748
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GovernmentGrantsAmt0120880
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt084514
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt084514
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01384834
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt01472
IRS990/InsuranceGrp/ManagementAndGeneralAmt0761
IRS990/InsuranceGrp/ProgramServicesAmt04059
IRS990/InsuranceGrp/TotalAmt06292
IRS990/IntangibleAssetsGrp/BOYAmt0157834
IRS990/IntangibleAssetsGrp/EOYAmt0145225
IRS990/InvestmentIncomeGrp/ExclusionAmt03094
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03094
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt070018
IRS990/LandBldgEquipBasisNetGrp/BOYAmt014646
IRS990/LandBldgEquipBasisNetGrp/EOYAmt020431
IRS990/LandBldgEquipCostOrOtherBssAmt090449
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/NetAssetsOrFundBalancesBOYAmt0873499
IRS990/NetAssetsOrFundBalancesEOYAmt01186518
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0530979
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0843820
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt07142
IRS990/OccupancyGrp/ManagementAndGeneralAmt02858
IRS990/OccupancyGrp/ProgramServicesAmt016761
IRS990/OccupancyGrp/TotalAmt026761
IRS990/OfficeExpensesGrp/FundraisingAmt06549
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03789
IRS990/OfficeExpensesGrp/ProgramServicesAmt012985
IRS990/OfficeExpensesGrp/TotalAmt023323
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08579
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04074
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt022380
IRS990/OtherEmployeeBenefitsGrp/TotalAmt035033
IRS990/OtherExpensesGrp/Desc0SUBSCRIPTIONS & REGISTR
IRS990/OtherExpensesGrp/Desc1AWARDS AND PRIZES
IRS990/OtherExpensesGrp/Desc2STAFF PROFESSIONAL DEVE
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt01080
IRS990/OtherExpensesGrp/FundraisingAmt1758
IRS990/OtherExpensesGrp/FundraisingAmt21002
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05778
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11137
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt29421
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt35183
IRS990/OtherExpensesGrp/ProgramServicesAmt06526
IRS990/OtherExpensesGrp/ProgramServicesAmt110208
IRS990/OtherExpensesGrp/ProgramServicesAmt225
IRS990/OtherExpensesGrp/ProgramServicesAmt32
IRS990/OtherExpensesGrp/TotalAmt013384
IRS990/OtherExpensesGrp/TotalAmt112103
IRS990/OtherExpensesGrp/TotalAmt210448
IRS990/OtherExpensesGrp/TotalAmt35185
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt03193
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0130182
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt062628
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0342411
IRS990/OtherSalariesAndWagesGrp/TotalAmt0535221
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt011386
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05887
IRS990/PayrollTaxesGrp/ProgramServicesAmt031384
IRS990/PayrollTaxesGrp/TotalAmt048657
IRS990/PensionPlanContributionsGrp/FundraisingAmt03653
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01748
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt09577
IRS990/PensionPlanContributionsGrp/TotalAmt014978
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt046350
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0180848
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04075
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02430
IRS990/PrincipalOfficerNm0BRENDA CAMPBELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0MONEY PATH: THIS INNOVATIVE PROGRAM, SPONSORED BY HEARTLAND ADVISORS INC., ALLOWS TEENS TO EXPLORE HOW THEIR DECISIONS ABOUT COLLEGE, CAREER, BUDGETING, AND SAVING WILL IMPACT THEIR LONG-TERM GOALS AND LIFELONG FINANCIAL SUCCESS. AVAILABLE IN A NUMBER OF VIRTUAL AND IN-PERSON DELIVERY FORMATS, MONEY PATH GIVES TEENS THE OPPORTUNITY TO BUILD A PERSONALIZED PLAN AND CHART A COURSE TOWARDS A FINANCIALLY EMPOWERED FUTURE
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0227499
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt025432
IRS990/ProgSrvcAccomActy3Grp/Desc0MONEY COACH: FOCUSING ESPECIALLY ON UNDER-RESOURCED COMMUNITIES, MONEY COACH EMPOWERS TEENS THROUGH ONE-ON-ONE AND SMALL GROUP MENTORSHIP TO BUILD STRONG MONEY MANAGEMENT HABITS FOR A LONG-TERM FINANCIAL CAPABILITY. THIS MULTI-WEEK, EXTENSIVE PROGRAM MATCHES TEENS WITH VOLUNTEER COACHES WHO PROVIDE GUIDANCE, ACCOUNTABILITY, AND SUPPORT
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0259999
IRS990/ProgSrvcAccomActy3Grp/GrantAmt084514
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM SERVICES
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt032500
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01225228
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0119686
IRS990/PYInvestmentIncomeAmt01576
IRS990/PYOtherExpensesAmt0199459
IRS990/PYOtherRevenueAmt0111600
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0215564
IRS990/PYSalariesCompEmpBnftPaidAmt0803695
IRS990/PYTotalExpensesAmt01122840
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01338404
IRS990/QuidProQuoContributionsInd01

Document Assets

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Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,324,069
Liabilities
$137,551
Net assets
$1,186,518
Revenue
$1,384,834
Expenses
$1,071,815
Net income
$313,019
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