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

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

77th percentile

0.04x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

84th percentile

43%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

34th percentile

-20%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets69th 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 / Revenue77th percentileNet Margin95th 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 Growth84th 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 Growth34th 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

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 Pay81st percentile

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
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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 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.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
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ReturnHeader/BusinessOfficerGrp/PersonNm0SALINA YEUNG
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAY AREA FINANCIAL EDUC FOUNDATION
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ukiah
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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

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