Civic Intelligence

Bay Area Financial Education Foundation

990 • Fiscal year 2019 • EIN 33-1163601

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profilewww.bafef.org
PO Box 189Occidental, CA 95465

(415) 839-8197

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

51st percentile

3.8%

Higher net margin than 51% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

94th percentile

$56,900

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 57.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

85th percentile

55%

Faster asset growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

43rd percentile

-3.5%

Faster revenue growth than 43% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$10,793

Up $3,818 (+55%) from 2018

Net Assets

Up

$10,793

Up $3,818 (+55%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin51st percentile

Revenue

Down

$99,793

Down $3,669 (-3.5%) from 2018

Expenses

Down

$95,975

Down $15,263 (-14%) from 2018

Net Income

Up

$3,818

Up $11,594 (+149%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

2019

Assets$10,793
Liabilities$0
Net Assets$10,793
Open 2019 Filing

Operations Trend

Revenue Growth43rd percentile

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

2019

Revenue$99,793
Expenses$95,975
Net Income$3,818
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$99,793
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
Cash and Non-Interest-Bearing Accounts$6,820$10,638▲ $3,818
Total Assets$6,975$10,793▲ $3,818
Other Assets Total$155$155→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,975$10,793▲ $3,818
Total Net Assets Fund Balance$6,975$10,793▲ $3,818
Total Liabilities and Net Assets / Fund Balance$6,975$10,793▲ $3,818
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Tina MarchettiExecutive DirectorPT$56,900$56,900

Board Members and Trustees

NameTitle
Cameron A Crisman CFAPresident
Conrad Herrmann CFAVice-President, Secretary
Cynthia Flannigan CFADirector
Jane Lopus Ed DDirector
Sharon Hayman CFADirector
Salina YeungTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$99,793
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$99,793
Change in Net Assets
$3,818
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$56,900
Other Expenses$39,075
Total Fundraising Expense$5,619
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$45,662$5,619$5,619$56,900
Office Expenses$6,909--$6,909
Other Expenses$2,513--$2,513
All Other Expenses$1,410--$1,410
Information Technology$1,359--$1,359
Fees for Services Legal-$500-$500
Total Functional Expenses$84,237$6,119$5,619$95,975
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
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, 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 Chairman, the Form 990 is provided to all members of the governing body.”

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

“The Organization requires each Board member to disclose any conflicts annually.”

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
PO Box 189, Occidental, CA 95465

Signing Officer

Name
Salina Yeung
Title
Treasurer
Phone
4158398197
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cameron A Crisman CFA
Formed
2007
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
12

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 a direct expense budget of $10,000 which includes space rent, printing & materials, supplies, A/V expenses, food & beverage, teacher stipends, speaker fees and staff time. The workshops served 75 teachers who will teach 7500 students.
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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 2019, the event cost was $3,656 which included catering, room rental and staff time to organize the event. Contributions of $2,000 were received from the 2019 event. Approximately 100 attendees participate in the event, and wine poured at the event is donated by sponsoring wineries.
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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 to coincide with 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 $12,931 in 2019, 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 Chairman, the Form 990 is provided to all members of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization requires each Board member to disclose any conflicts annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The 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 B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 189
IRS990/USAddress/CityNm0Occidental
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095465
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.bafef.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Salina Yeung
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04158398197
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bay Area Financial Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BAYA
ReturnHeader/Filer/EIN0331163601
ReturnHeader/Filer/PhoneNum04158398197
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 189
ReturnHeader/Filer/USAddress/CityNm0Occidental
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095465
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AEC088AAD76BD20DC393F3FB442787510B848D72
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.158.214.42
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm018:29:58
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/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lynn Henley
ReturnHeader/ReturnTs02020-11-16T19:42:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,793
Liabilities
$0
Net assets
$10,793
Revenue
$99,793
Expenses
$95,975
Net income
$3,818
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