Civic Intelligence

Bay Area Financial Education Foundation

990 • Fiscal year 2016 • EIN 33-1163601

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 14, 2017

Organization Profilewww.bafef.org
555 California Street No 4925San Francisco, CA 94014

(415) 839-8197

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-68%

Higher net margin than 6% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

95th percentile

$62,959

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 88.7% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

$9,381

No earlier filing loaded for comparison.

Net Assets

$9,381

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin6th percentile

Revenue

$70,981

No earlier filing loaded for comparison.

Expenses

$119,153

No earlier filing loaded for comparison.

Net Income

-$48,172

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2016

Assets$9,381
Liabilities$0
Net Assets$9,381
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$70,981
Expenses$119,153
Net Income-$48,172
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 14, 2017
Return Version
2016v3.0
Gross Receipts
$70,981
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 and to promote professional certification in the financial services industry. Our objective is to introduce students to the savings and investment tools that will help them achieve their goals in life, and to advance qualified, certified professionals to help them along the way.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$55,315$9,226▼ $46,089
Prepaid Expenses and Deferred Charges$2,083--
Total Assets$57,553$9,381▼ $48,172
Other Assets Total$155$155→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$57,553$9,381▼ $48,172
Total Net Assets Fund Balance$57,553$9,381▼ $48,172
Total Liabilities and Net Assets / Fund Balance$57,553$9,381▼ $48,172
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Tina MarchettiExecutive DirectorPT$62,959$62,959

Board Members and Trustees

NameTitle
Theodore S Jablonski JrChairman
Cameron A Crisman CFAPresident
James Keene CFP CFAVice-President, Secretary
John T Hyland CFADirector
Mark Fredenburg CFADirector
Michael Gandy CFADirector
Robert ThompsonDirector
Salina YeungDirector
Conrad Herrmann CFATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$70,981
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$70,981
Change in Net Assets
$-48,172
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$62,959
Other Expenses$46,694
Grants and Similar Amounts Paid$9,500
Total Fundraising Expense$4,853
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$53,253$4,853$4,853$62,959
Grants to Domestic Orgs$7,500--$7,500
Office Expenses$7,086--$7,086
All Other Expenses$3,579--$3,579
Other Expenses$3,120--$3,120
Grants to Domestic Individuals$2,000--$2,000
Information Technology$1,257--$1,257
Travel$322--$322
Total Functional Expenses$109,447$4,853$4,853$119,153
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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

“The Form 990 is prepared by an independent CPA. The prepared return is reviewed by the Executive Director and Chairman. Following approval by the Executive Director and Chairmam, the Form 990 is provided to all members of the governing body.”

Form 990, Part VI, Section C, line 19

“The Organization makes its Form 990 and Form 1023 available in accordance with the requirements established by the IRS. The Organization's Annual Reports and bylaws are available on the Organization's website at www.bafef.org.”

Filing and Contact Details

Filer

Filer Name
Bay Area Financial Education Foundation
EIN
33-1163601
Phone
4158398197
Address
555 California Street No 4925, San Francisco, CA 94014

Signing Officer

Name
conrad Herrmann
Title
Vice President
Phone
4158398197
Signed
2017-06-14

Organization Details

Principal Officer
Cameron Crisman
Formed
2007
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
18

Preparer

Firm
Tandem LLP
Address
446 Old County Road Suite 100-140, Pacifica, CA 94044
Preparer
Lynn Henley
Phone
6503509805
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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/Desc01. Teacher Workshops. BAFEF produces workshops for high school economics teachers. The workshops are provided free of charge, and a stipend is given to each teacher who attends. Teachers receive instruction from university professors and industry professionals on topics including personal finance, microeconomics, macroeconomics and the fiscal impact of public policy. Each workshop has an expense budget of $10,000 which includes space rent, printing & materials, supplies, A/V expenses, food & beverage, teacher stipends, speaker fees and staff time. In 2016, three workshops were produced for a combined total cost of $26,667. The workshops served 75 teachers who will teach 7500 students.
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IRS990/MissionDesc0Our mission is to improve the economic education and financial literacy of Bay Area Youth and to promote professional certification in the financial services industry. Our objective is to introduce students to the savings and investment tools that will help them achieve their goals in life, and to advance qualified, certified professionals to help them along the way.
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IRS990/ProgSrvcAccomActy2Grp/Desc02. Annual Wine Tasting Event. This annual event connects volunteers and supporters with our program partners and leadership for an evening of education and networking. Sponsors for the event are solicited from corporations who support financial literacy initiatives. In 2016 the event cost $11,375 which included catering, room rental and staff time to organize the event. $11,460 in revenue was received from the 2016 event. Approximately 100 attendees participate in the event, and wine poured at the event is donated by a sponsoring winery.
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IRS990/ProgSrvcAccomActy3Grp/Desc03. International Women's Day Event. We produce an event in partnership with the Bay Area Network for Teaching Entrepreneurship on March 8th which is International Women's Day. The event is a luncheon and workshop which matches women in finance who volunteer, with young female students from underserved Bay Area high schools for an afternoon of mentoring. The event cost approximately $7,500 in 2016, which included the cost of lunch, signage and staff time to organize the event.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is prepared by an independent CPA. The prepared return is reviewed by the Executive Director and Chairman. Following approval by the Executive Director and Chairmam, the Form 990 is provided to all members of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization makes its Form 990 and Form 1023 available in accordance with the requirements established by the IRS. The Organization's Annual Reports and bylaws are available on the Organization's website at www.bafef.org.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt070981
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04853
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04853
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0109447
IRS990/TotalFunctionalExpensesGrp/TotalAmt0119153
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt057553
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09381
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0109447
IRS990/TotalReportableCompFromOrgAmt062959
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt070981
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt018
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt057553
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09381
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0322
IRS990/TravelGrp/TotalAmt0322
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt057553
IRS990/UnrestrictedNetAssetsGrp/EOYAmt09381
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0555 California Street No 4925
IRS990/USAddress/CityNm0San Francisco
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094014
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.bafef.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0conrad Herrmann
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum04158398197
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bay Area Financial Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BAYA
ReturnHeader/Filer/EIN0331163601
ReturnHeader/Filer/PhoneNum04158398197
ReturnHeader/Filer/USAddress/AddressLine1Txt0555 California Street No 4925
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094014
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AEC088AAD76BD20DC393F3FB442787510B848D72
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AEC088AAD76BD20DC393F3FB442787510B848D72
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.169.104.38
ReturnHeader/FilingSecurityInformation/IPDt02017-06-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm019:49:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475525639
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tandem LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0446 Old County Road Suite 100-140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pacifica
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094044
ReturnHeader/PreparerPersonGrp/PhoneNum06503509805
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lynn Henley
ReturnHeader/ReturnTs02017-06-14T19:50:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,381
Liabilities
$0
Net assets
$9,381
Revenue
$70,981
Expenses
$119,153
Net income
-$48,172
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