Civic Intelligence

Bay Area Financial Education Foundation

990 • Fiscal year 2020 • EIN 33-1163601

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Higher debt load relative to revenue than 55% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

26th percentile

-13%

Higher net margin than 26% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$57,825

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 88.9% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

4th percentile

-79%

Faster asset growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

32nd percentile

-35%

Faster revenue growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$2,313

Down $8,480 (-79%) from 2019

Net Assets

Down

$2,298

Down $8,495 (-79%) from 2019

Liabilities

Up

$15

Up $15 from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin26th percentile

Revenue

Down

$65,041

Down $34,752 (-35%) from 2019

Expenses

Down

$73,536

Down $22,439 (-23%) from 2019

Net Income

Down

-$8,495

Down $12,313 (-322%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2020

Assets$2,313
Liabilities$15
Net Assets$2,298
Open 2020 Filing

Operations Trend

Revenue Growth32nd 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

2020

Revenue$65,041
Expenses$73,536
Net Income-$8,495
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$65,041
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$10,638$2,313▼ $8,325
Total Assets$10,793$2,313▼ $8,480
Other Assets Total$155$0▼ $155
Liabilities
Accounts Payable and Accrued Expenses-$15-
Total Liabilities$0$15▲ $15
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,793$2,298▼ $8,495
Total Net Assets Fund Balance$10,793$2,298▼ $8,495
Total Liabilities and Net Assets / Fund Balance$10,793$2,313▼ $8,480
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Tina MarchettiExecutive DirectorPT$57,825$57,825

Board Members and Trustees

NameTitle
Cameron A Crisman CFAPresident
Conrad Herrmann CFAVice President & Secretary
Cynthia Flannigan CFPDirector
Jane Lopus PhDDirector
Julie Scates CFPDirector
Sharon Hayman CFADirector
Salina YeungTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$65,005
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$36
All Other Contributions
$65,005
Change in Net Assets
$-8,495
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$57,825
Other Expenses$15,711
Total Fundraising Expense$5,782
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$46,261$5,782$5,782$57,825
Office Expenses$4,124--$4,124
Information Technology$3,220--$3,220
Fees for Services Accounting-$500-$500
Other Expenses$247$575-$247
All Other Expenses-$223-$223
Interest-$90-$90
Total Functional Expenses$60,584$7,170$5,782$73,536
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
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
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cameron A Crisman CFA
Formed
2007
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
40

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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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/TotalLiabilitiesGrp/EOYAmt015
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010793
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02298
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt060584
IRS990/TotalReportableCompFromOrgAmt057825
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt036
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt065041
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010793
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02313
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 189
IRS990/USAddress/CityNm0Occidental
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095465
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0www.bafef.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Salina Yeung
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04158398197
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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/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/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lynn Henley
ReturnHeader/ReturnTs02021-11-15T07:27:15-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Salina
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Yeung
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,313
Liabilities
$15
Net assets
$2,298
Revenue
$65,041
Expenses
$73,536
Net income
-$8,495
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