Liabilities / Assets
32nd percentile
Higher debt load relative to assets than 32% of similar nonprofits.
The Society for Financial Awareness
EIN 33-0700097 • 501(c)3 • San Diego, CA
Profile
End financial illiteracy; embolden people to take charge of their financial lives; get americans to embrace the financial concept of "doing better"...knowing more, and making the right decisions with their money.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.01x
Liabilities / Revenue
44th percentile
Higher debt load relative to revenue than 44% of similar nonprofits.
Net Margin
52nd percentile
Higher net margin than 52% of similar nonprofits.
Top Officer Pay
70th percentile
Higher top officer pay than 70% of similar nonprofits.
Top officer pay equals 25.4% of source-year revenue.
Asset Growth
75th percentile
Faster asset growth than 75% of similar nonprofits.
Revenue Growth
41st percentile
Faster revenue growth than 41% of similar nonprofits.
Balance Sheet
Assets
Up$2,161,311
Up $298,939 (+16%) from 2023
Liabilities
Flat$21,552
Flat from 2023
Net Assets
Up$2,139,759
Up $298,939 (+16%) from 2023
Revenue
Up$426,670
Up $9,464 (+2.3%) from 2023
Expenses
Down$402,731
Down $44,408 (-9.9%) from 2023
Net Income
Up$23,939
Up $53,872 (+180%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $2,161,311
- Liabilities
- $21,552
- Net assets
- $2,139,759
- Revenue
- $426,670
- Expenses
- $402,731
- Net income
- $23,939
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Nov 13, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $426,670
Mission and Program Overview
Mission
End financial illiteracy; embolden people to take charge of their financial lives; get americans to embrace the financial concept of "doing better"...knowing more, and making the right decisions with their money.
End financial illiteracy; embolden people to take charge of their financial livees; get americans to embrace the financial concept of "doing better"...knowing more, and making the right decisions with their money.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $56,485 | $65,151 | ▲ $8,666 |
| Other Notes and Loans Receivable, Net | $160 | $18,210 | ▲ $18,050 |
| Intangible Assets | $2,777 | $0 | ▼ $2,777 |
| Savings and Temporary Cash Investments | - | $0 | - |
| Accounts Receivable | - | $0 | - |
| Pledges and Grants Receivable | - | $0 | - |
| Receivable From Disqualified Prsn | - | $0 | - |
| Receivables From Officers Etc | - | $0 | - |
| Investments Other Securities | - | $0 | - |
| Investments Program Related | - | $0 | - |
| Investments in Publicly Traded Securities | - | $0 | - |
| Land, Buildings, and Equipment, Net | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Prepaid Expenses and Deferred Charges | - | $0 | - |
| Total Assets | $1,862,372 | $2,161,311 | ▲ $298,939 |
| Other Assets Total | $1,802,950 | $2,077,950 | ▲ $275,000 |
| Liabilities | |||
| Other Liabilities | $21,552 | $21,552 | → $0 |
| Total Liabilities | $21,552 | $21,552 | → $0 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $1,840,820 | $2,139,759 | ▲ $298,939 |
| Total Net Assets Fund Balance | $1,840,820 | $2,139,759 | ▲ $298,939 |
| Total Liabilities and Net Assets / Fund Balance | $1,862,372 | $2,161,311 | ▲ $298,939 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | - | $34,786 | $34,786 |
| Other Assets Org | $2,950 | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Rachelle L Wolf | COO | FT | $108,489 | $108,489 |
Board Members and Trustees
| Name | Title |
|---|---|
| James E Chilton | President & CEO |
| Pamela Chilton | Director |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $389,763
- Investment Income
- $0
- Other Revenue
- $36,907
- Change in Net Assets
- $23,939
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $268,021 |
| Other Expenses | $134,710 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $127,369 | - | - | $127,369 |
| Current Officers, Directors, Trustees, and Key Employees | $108,489 | - | - | $108,489 |
| Occupancy | $23,030 | - | - | $23,030 |
| Payroll Taxes | $20,179 | - | - | $20,179 |
| Insurance | $16,166 | $513 | - | $16,679 |
| Other Employee Benefits | - | $11,984 | - | $11,984 |
| Fees for Services Accounting | $9,348 | - | - | $9,348 |
| Interest | - | $8,789 | - | $8,789 |
| Advertising | $7,339 | - | - | $7,339 |
| All Other Expenses | $5,553 | $787 | - | $6,340 |
| Office Expenses | - | $4,702 | - | $4,702 |
| Other Expenses | $11,231 | $3,854 | - | $3,854 |
| Depreciation Depletion | $2,777 | - | - | $2,777 |
| Information Technology | $2,541 | - | - | $2,541 |
| Fees for Services Legal | - | $1,000 | - | $1,000 |
| Fees for Services Other | - | $695 | - | $695 |
| Total Functional Expenses | $352,075 | $50,656 | $0 | $402,731 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Insider Transactions and Loans
Loans and Receivables
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Loan Payable - Rafael Guillen | $20,000 |
| Loan Payable - Sofa U | $1,500 |
| Loan Payable - Pmi | $52 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- 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
- No
- Other officer compensation reviewed
- No
- Conflict-of-interest policy
- No
- Audited financial statements prepared
- No
- Key decisions subject to board approval
- No
- Management duties delegated
- No
Governance Explanations
Form 990, Part VI, Section B, Line 11B
“No review was or will be conducted.”
Form 990, Part VI, Section C, Line 18
“SEE SCHEDULE O”
Form 990, Part VI, Section C, Line 19
“No documents available to the public.”
FORM 990 - PART VI, LINE 11B - ORGANIZATION'S PROCESS TO REVIEW 990
“The form 990 is reviewed by the officers and board of directors.”
Form 990, Part VI, Line 18 - No Public Disclosure Explanation
“Upon request, the entity's financial statements and tax returns are available for review.”
Form 990, Part VI, Line 19-governing Documents Disclousure Explanation
“Upon request, the entity's financial statements and tax returns are available for review.”
Form 990, Part VI, Line 2 - Related Party Information Among Officers
“James chiltonceopamela chiltonsecretaryhusband and wife”
Form 990, Part VI, Line 6 - Classes of Members or Stockholders
“James chilton - president and ceopamela chilton - director and secretary”
Form 990, Part VI, Line 7A - Election of Members and Their Rights
“The organization has members, stockholders, or other persons who may elect members to governing body.”
Filing and Contact Details
Filer
- Filer Name
- The Society for Financial Awareness
- EIN
- 33-0700097
- Phone
- 8582687090
- Address
- 3655 RUFFIN ROAD 230, SAN DIEGO, CA 92123
Signing Officer
- Name
- James E Chilton
- Title
- President & CEO
- Phone
- 8582687095
- Signed
- 2025-11-13
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- James E Chilton
- Formed
- 1996
- Legal Domicile
- CA
- Voting Board Members
- 2
- Independent Board Members
- 2
- Employees
- 7
- Volunteers
- 100
Preparer
- Firm
- Patrick Rucker CPA Inc
- Address
- 221 Pawnee Street, San Marcos, CA 92078
- Preparer
- Patrick Rucker
- Phone
- 7607490310
Supplemental Narrative
Additional Explanations
Form 990, Part XI, Line 9
“Contribution of assets for foundation use = $275000”
Form 990, Part I, Line 6
“Assist the presenters at the workshops”
Form 990, Part III, Line 4A
“The society for financial awareness33-0700097statement of program service accomplishmentsobjectives and purposes: the primary objectives and purposes of this corporation shall be:a. To establish a speakers bureau that will provide knowledgeable professional speakers (financial planners, accountants, trust officers and attorneys) who will donate their time and service to provide financial education to individuals and families.b. To establish programs through area churches, temples and synagogues whereby volunteers will be enlisted to work with various groups of the church (senior citizens, young couples, etc.) to assist them with their financial concerns.c. To assist senior citizen centers in the community in conducting workshops for their members in long-term health care concerns.d. To conduct seminars and prepare and disseminate publications designed to educate the general public about asset allocation, cash management, retirement planning, investment planning and esteate planning.e. To assist low-income families to obtain the information and education necessary to prepare and file their own federal and state tax returns each year.through workshops and seminars presented throughout the united states, the society for financial awareness (sofa) has been helping individuals acquire financial education to help them achieve success in planning for their future. Through these effortss, sofa has helped people become aware of risk management, investment opportunities and tax savings. Each workshop is customized to assist individuals in identifying and qualifying his or her personal and family financial planning needs. All sofa education programs are available at no charge to corporate and community groups for the advancement of financial education.”
Form 990, Part XI, Line 9 - Other Changes in Net Assets Explanation
“Book/tax depreciation difference $14”
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| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 1 | LOAN RECEIVABLE - MANAGECOMM |
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| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | LOAN PAYABLE - RAFAEL GUILLEN |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | No review was or will be conducted. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | SEE SCHEDULE O |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | No documents available to the public. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | CONTRIBUTION OF ASSETS FOR FOUNDATION USE = $275000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE FORM 990 IS REVIEWED BY THE OFFICERS AND BOARD OF DIRECTORS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | ASSIST THE PRESENTERS AT THE WORKSHOPS |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | THE SOCIETY FOR FINANCIAL AWARENESS33-0700097STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSOBJECTIVES AND PURPOSES: THE PRIMARY OBJECTIVES AND PURPOSES OF THIS CORPORATION SHALL BE:A. TO ESTABLISH A SPEAKERS BUREAU THAT WILL PROVIDE KNOWLEDGEABLE PROFESSIONAL SPEAKERS (FINANCIAL PLANNERS, ACCOUNTANTS, TRUST OFFICERS AND ATTORNEYS) WHO WILL DONATE THEIR TIME AND SERVICE TO PROVIDE FINANCIAL EDUCATION TO INDIVIDUALS AND FAMILIES.B. TO ESTABLISH PROGRAMS THROUGH AREA CHURCHES, TEMPLES AND SYNAGOGUES WHEREBY VOLUNTEERS WILL BE ENLISTED TO WORK WITH VARIOUS GROUPS OF THE CHURCH (SENIOR CITIZENS, YOUNG COUPLES, ETC.) TO ASSIST THEM WITH THEIR FINANCIAL CONCERNS.C. TO ASSIST SENIOR CITIZEN CENTERS IN THE COMMUNITY IN CONDUCTING WORKSHOPS FOR THEIR MEMBERS IN LONG-TERM HEALTH CARE CONCERNS.D. TO CONDUCT SEMINARS AND PREPARE AND DISSEMINATE PUBLICATIONS DESIGNED TO EDUCATE THE GENERAL PUBLIC ABOUT ASSET ALLOCATION, CASH MANAGEMENT, RETIREMENT PLANNING, INVESTMENT PLANNING AND ESTEATE PLANNING.E. TO ASSIST LOW-INCOME FAMILIES TO OBTAIN THE INFORMATION AND EDUCATION NECESSARY TO PREPARE AND FILE THEIR OWN FEDERAL AND STATE TAX RETURNS EACH YEAR.THROUGH WORKSHOPS AND SEMINARS PRESENTED THROUGHOUT THE UNITED STATES, THE SOCIETY FOR FINANCIAL AWARENESS (SOFA) HAS BEEN HELPING INDIVIDUALS ACQUIRE FINANCIAL EDUCATION TO HELP THEM ACHIEVE SUCCESS IN PLANNING FOR THEIR FUTURE. THROUGH THESE EFFORTSS, SOFA HAS HELPED PEOPLE BECOME AWARE OF RISK MANAGEMENT, INVESTMENT OPPORTUNITIES AND TAX SAVINGS. EACH WORKSHOP IS CUSTOMIZED TO ASSIST INDIVIDUALS IN IDENTIFYING AND QUALIFYING HIS OR HER PERSONAL AND FAMILY FINANCIAL PLANNING NEEDS. ALL SOFA EDUCATION PROGRAMS ARE AVAILABLE AT NO CHARGE TO CORPORATE AND COMMUNITY GROUPS FOR THE ADVANCEMENT OF FINANCIAL EDUCATION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | UPON REQUEST, THE ENTITY'S FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE FOR REVIEW. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | UPON REQUEST, THE ENTITY'S FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE FOR REVIEW. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | JAMES CHILTONCEOPAMELA CHILTONSECRETARYHUSBAND AND WIFE |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | JAMES CHILTON - PRESIDENT AND CEOPAMELA CHILTON - DIRECTOR AND SECRETARY |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | THE ORGANIZATION HAS MEMBERS, STOCKHOLDERS, OR OTHER PERSONS WHO MAY ELECT MEMBERS TO GOVERNING BODY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | BOOK/TAX DEPRECIATION DIFFERENCE $14 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section B, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section C, Line 18 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section C, Line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part XI, Line 9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990 - PART VI, LINE 11B - ORGANIZATION'S PROCESS TO REVIEW 990 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART I, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART III, LINE 4A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PART VI, LINE 18 - NO PUBLIC DISCLOSURE EXPLANATION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | FORM 990, PART VI, LINE 19-GOVERNING DOCUMENTS DISCLOUSURE EXPLANATION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | FORM 990, PART VI, LINE 2 - RELATED PARTY INFORMATION AMONG OFFICERS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | FORM 990, PART VI, LINE 6 - CLASSES OF MEMBERS OR STOCKHOLDERS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | FORM 990, PART VI, LINE 7A - ELECTION OF MEMBERS AND THEIR RIGHTS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | FORM 990, PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS EXPLANATION |
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| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
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| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JAMES E CHILTON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President & CEO |
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| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-13 |
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| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 3655 RUFFIN ROAD 230 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SAN DIEGO |
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| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 814783849 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Patrick Rucker CPA Inc |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 221 Pawnee Street |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | San Marcos |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 92078 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7607490310 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Patrick Rucker |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2025-11-13T10:22:07-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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