Civic Intelligence

Bay Area Financial Education Foundation

EIN 33-1163601 • 501(c)3 • San Francisco, CA

Profile

Our mission is to improve the economic education and financial literacy of Bay Area Youth.

166 27th AveSan Francisco, CA 94121

www.bafef.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

66th percentile

7.9%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2024

Revenue Growth

31st percentile

-21%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$122,816

Up $17,845 (+17%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$122,816

Up $17,845 (+17%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin75th percentile

Revenue

Down

$86,047

Down $17,342 (-17%) from 2023

Expenses

Down

$68,202

Down $45,069 (-40%) from 2023

Net Income

Up

$17,845

Up $27,727 (+281%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2016: $9,381Liabilities 2016: $0Net Assets 2016: $9,3812016Assets 2017: $14,751Liabilities 2017: $0Net Assets 2017: $14,7512017Assets 2018: $6,975Liabilities 2018: $0Net Assets 2018: $6,9752018Assets 2019: $10,793Liabilities 2019: $0Net Assets 2019: $10,7932019Assets 2020: $2,313Liabilities 2020: $15Net Assets 2020: $2,2982020Assets 2021: $97,710Liabilities 2021: $80Net Assets 2021: $97,6302021Assets 2022: $114,462Liabilities 2022: $0Net Assets 2022: $114,4622022Assets 2023: $104,971Liabilities 2023: $0Net Assets 2023: $104,9712023Assets 2024: $122,816Liabilities 2024: $0Net Assets 2024: $122,8162024

Highlighted filing

2024

Assets$122,816
Liabilities$0
Net Assets$122,816
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2016: $70,981Expenses 2016: $119,153Net Income 2016: -$48,1722016Revenue 2017: $122,923Expenses 2017: $117,553Net Income 2017: $5,3702017Revenue 2018: $103,462Expenses 2018: $111,238Net Income 2018: -$7,7762018Revenue 2019: $99,793Expenses 2019: $95,975Net Income 2019: $3,8182019Revenue 2020: $65,041Expenses 2020: $73,536Net Income 2020: -$8,4952020Revenue 2021: $176,112Expenses 2021: $80,780Net Income 2021: $95,3322021Revenue 2022: $113,124Expenses 2022: $96,292Net Income 2022: $16,8322022Revenue 2023: $103,389Expenses 2023: $113,271Net Income 2023: -$9,8822023Revenue 2024: $86,047Expenses 2024: $68,202Net Income 2024: $17,8452024

Highlighted filing

2024

Revenue$86,047
Expenses$68,202
Net Income$17,845
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$122,816
Liabilities
$0
Net assets
$122,816
Revenue
$86,047
Expenses
$68,202
Net income
$17,845
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.86$0.68$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$1.03$1.13$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$1.13$0.96$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$1.76$0.81$0.95
2020Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.65$0.74$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$1.00$0.96$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.03$1.11$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$1.23$1.18$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.71$1.19$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 26, 2025
Return Version
2024v5.1
Gross Receipts
$86,047
Mission and Program Overview

Mission

Our mission is to improve the economic education and financial literacy of Bay Area Youth.

Our mission is to improve the economic education and financial literacy of bay area youth

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$66,050$77,282▲ $11,232
Cash and Non-Interest-Bearing Accounts$38,921$45,534▲ $6,613
Total Assets$104,971$122,816▲ $17,845
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$104,971$110,216▲ $5,245
Net Assets With Donor Restrictions-$12,600-
Total Net Assets Fund Balance$104,971$122,816▲ $17,845
Total Liabilities and Net Assets / Fund Balance$104,971$122,816▲ $17,845
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Tina MarchettiExecutive DirectorPT$31,350$31,350

Board Members and Trustees

NameTitle
Cameron Crisman CfaPresident
Sharon Hayman CfaVice President
David LindenbaumDirector
Erik Satre CPADirector
Jennifer MorimotoSecretary
Salina YeungTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$85,761
Program Service Revenue
$0
Investment Income
$286
Other Revenue
$0
All Other Contributions
$85,761
Change in Net Assets
$17,845
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$36,852
Salaries, Compensation, and Employee Benefits$31,350
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$18,810$12,540-$31,350
Other Expenses$25,296$523-$25,296
Information Technology$2,691--$2,691
Fees for Services Accounting-$1,400-$1,400
Insurance-$1,157-$1,157
Office Expenses$682$455-$1,137
Travel-$16-$16
Total Functional Expenses$52,111$16,091$0$68,202
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
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 governing body review Part VI line 11

“The return is reviewed by the treasurer. Following approval, the form 990 is provided to the full board.”

Conflict of interest policy compliance Part VI line 12C

“Each board member is required to disclose conflicts of interest annually.”

Governing documents etc available to public Part VI line 19

“The form 990 and form 1023 are available in accordance with irs requirements. Annual reports and bylaws are available upon request.”

Filing and Contact Details

Filer

Filer Name
Bay Area Financial Educ Foundation
EIN
33-1163601
In Care Of
% SALINA YEUNG
Phone
4156636933
Address
166 27TH AVE, SAN FRANCISCO, CA 94121

Signing Officer

Name
Salina Yeung
Title
Treasurer
Phone
4156636933
Signed
2025-05-26
Discuss with paid preparer
No

Organization Details

Formed
2007
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Rick Bowers CPA
Address
807 S Dora St, Ukiah, CA 95482
Preparer
Rick Bowers
Phone
7074689210
Raw XML Appendix348 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0OUR MISSION IS TO IMPROVE THE ECONOMIC EDUCATION AND FINANCIAL LITERACY OF BAY AREA YOUTH
IRS990/AllOtherContributionsAmt085761
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0SALINA YEUNG
IRS990/BooksInCareOfDetail/PhoneNum04156636933
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0166 27TH AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094121
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt038921
IRS990/CashNonInterestBearingGrp/EOYAmt045534
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt012540
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt018810
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt031350
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt085761
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0286
IRS990/CYOtherExpensesAmt036852
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt017845
IRS990/CYSalariesCompEmpBnftPaidAmt031350
IRS990/CYTotalExpensesAmt068202
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt086047
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0BAFEF CONTINUES TO EXPAND ITS FINANCIAL LITERACY PROGRAM THROUGH STUDENT WORKSHOPS. TAUGHT BY CREDENTIALED VOLUNTEERS FROM THE FINANCIAL SERVICES INDUSTRY, THESE WORKSHOPS ARE OFFERED TO HIGH SCHOOL, COLLEGE STUDENTS AND ADULTS, PROVIDING THEM WITH THE BASICS OF PERSONAL FINANCE. OUR CLASSES ARE PROVIDED FOR FREE AND COVER TOPICS INCLUDING BUDGETING, CREDIT, PAYING FOR COLLEGE, AND TAXES. WE FOCUS ON REACHING UNDERSERVED COMMUNITIES AND AT-RISK YOUTH.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt012600
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt052111
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01400
IRS990/FeesForServicesAccountingGrp/TotalAmt01400
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0TINA MARCHETTI
IRS990/Form990PartVIISectionAGrp/PersonNm1JENNIFER MORIMOTO
IRS990/Form990PartVIISectionAGrp/PersonNm2ERIK SATRE CPA
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID LINDENBAUM
IRS990/Form990PartVIISectionAGrp/PersonNm4CAMERON CRISMAN CFA
IRS990/Form990PartVIISectionAGrp/PersonNm5SALINA YEUNG
IRS990/Form990PartVIISectionAGrp/PersonNm6SHARON HAYMAN CFA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt031350
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd0true
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt086047
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt02691
IRS990/InformationTechnologyGrp/TotalAmt02691
IRS990/InsuranceGrp/ManagementAndGeneralAmt01157
IRS990/InsuranceGrp/TotalAmt01157
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0286
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0286
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0OUR MISSION IS TO IMPROVE THE ECONOMIC EDUCATION AND FINANCIAL LITERACY OF BAY AREA YOUTH
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0104971
IRS990/NetAssetsOrFundBalancesEOYAmt0122816
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0104971
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0110216
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0455
IRS990/OfficeExpensesGrp/ProgramServicesAmt0682
IRS990/OfficeExpensesGrp/TotalAmt01137
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK AND FILING FEES
IRS990/OtherExpensesGrp/Desc1PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc2STUDENT WORKSHOP EXP
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0523
IRS990/OtherExpensesGrp/ProgramServicesAmt04632
IRS990/OtherExpensesGrp/ProgramServicesAmt125296
IRS990/OtherExpensesGrp/TotalAmt0523
IRS990/OtherExpensesGrp/TotalAmt14632
IRS990/OtherExpensesGrp/TotalAmt225296
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0103357
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt032
IRS990/PYOtherExpensesAmt031225
IRS990/PYRevenuesLessExpensesAmt0-9882
IRS990/PYSalariesCompEmpBnftPaidAmt082046
IRS990/PYTotalExpensesAmt0113271
IRS990/PYTotalRevenueAmt0103389
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt017845
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt066050
IRS990/SavingsAndTempCashInvstGrp/EOYAmt077282
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt085761
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0103357
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0110659
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0176088
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt065005
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0540870
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0286
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt032
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0344
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70230
IRS990ScheduleA/PublicSupportPY170Pct00.72090
IRS990ScheduleA/PublicSupportTotal170Amt0380112
IRS990ScheduleA/SubstantialContributorsTotAmt0160758
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt085761
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0103357
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0110659
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0176088
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt065005
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0540870
IRS990ScheduleA/TotalSupportAmt0541219
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt05
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt031350
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TINA MARCHETTI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt031350
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS REVIEWED BY THE TREASURER. FOLLOWING APPROVAL, THE FORM 990 IS PROVIDED TO THE FULL BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH BOARD MEMBER IS REQUIRED TO DISCLOSE CONFLICTS OF INTEREST ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 AND FORM 1023 ARE AVAILABLE IN ACCORDANCE WITH IRS REQUIREMENTS. ANNUAL REPORTS AND BYLAWS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0104971
IRS990/TotalAssetsEOYAmt0122816
IRS990/TotalAssetsGrp/BOYAmt0104971
IRS990/TotalAssetsGrp/EOYAmt0122816
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt085761
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016091
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt052111
IRS990/TotalFunctionalExpensesGrp/TotalAmt068202
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0104971
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0122816
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt052111
IRS990/TotalReportableCompFromOrgAmt031350
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0286
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt086047
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0104971
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0122816
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt016
IRS990/TravelGrp/TotalAmt016
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.BAFEF.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SALINA YEUNG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04156636933
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAY AREA FINANCIAL EDUC FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BAYA
ReturnHeader/Filer/EIN0331163601
ReturnHeader/Filer/InCareOfNm0% SALINA YEUNG
ReturnHeader/Filer/PhoneNum04156636933
ReturnHeader/Filer/USAddress/AddressLine1Txt0166 27TH AVE
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094121
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205522373
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rick Bowers CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0807 S Dora St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ukiah
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095482
ReturnHeader/PreparerPersonGrp/PhoneNum07074689210
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICK BOWERS
ReturnHeader/ReturnTs02025-05-31T13:13:13-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.