Civic Intelligence

Funding the Future

990 • Fiscal year 2016 • EIN 46-4096766

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 23, 2017

Organization Profilewww.fundingthefuturelive.org
2476 Nimmo Parkway Suite 115 233Virginia Beach, VA 23456

(757) 286-3005

Siviq Scores

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

Liabilities / Assets

81st percentile

0.16x

Higher debt load relative to assets than 81% of similar nonprofits.

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

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

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

Net Margin

25th percentile

-8.8%

Higher net margin than 25% of similar nonprofits.

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

Top Officer Pay

88th percentile

$35,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

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

Asset Growth

7th percentile

-56%

Faster asset growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$21,340

Down $26,942 (-56%) from 2015

Net Assets

Down

$17,963

Down $30,319 (-63%) from 2015

Liabilities

Up

$3,377

Up $3,377 from 2015

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin25th percentile

Revenue

Up

$345,188

Up $92,965 (+37%) from 2015

Expenses

Up

$375,507

Up $101,090 (+37%) from 2015

Net Income

Down

-$30,319

Down $8,125 (-37%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$200K$150K$100K$50K$0Assets 2014: $29,688Liabilities 2014: $0Net Assets 2014: $29,6882014Assets 2015: $48,282Liabilities 2015: $0Net Assets 2015: $48,2822015Assets 2016: $21,340Liabilities 2016: $3,377Net Assets 2016: $17,9632016Assets 2017: $46,264Liabilities 2017: $2,290Net Assets 2017: $43,9742017Assets 2018: $37,628Liabilities 2018: $5,255Net Assets 2018: $32,4032018Assets 2019: $52,508Liabilities 2019: $3,965Net Assets 2019: $48,5432019Assets 2020: $43,488Liabilities 2020: $27,721Net Assets 2020: $15,7672020Assets 2021: $95,394Liabilities 2021: $8,275Net Assets 2021: $87,1192021Assets 2022: $177,190Liabilities 2022: $29,680Net Assets 2022: $147,5102022Assets 2023: $18,024Liabilities 2023: $4,951Net Assets 2023: $13,0732023Assets 2024: $85,254Liabilities 2024: $19,118Net Assets 2024: $66,1362024

Highlighted filing

2016

Assets$21,340
Liabilities$3,377
Net Assets$17,963
Open 2016 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2014: $72,297Expenses 2014: $42,609Net Income 2014: $29,6882014Revenue 2015: $252,223Expenses 2015: $274,417Net Income 2015: -$22,1942015Revenue 2016: $345,188Expenses 2016: $375,507Net Income 2016: -$30,3192016Revenue 2017: $410,275Expenses 2017: $384,264Net Income 2017: $26,0112017Revenue 2018: $433,806Expenses 2018: $445,357Net Income 2018: -$11,5512018Revenue 2019: $512,795Expenses 2019: $515,606Net Income 2019: -$2,8112019Revenue 2020: $281,217Expenses 2020: $251,124Net Income 2020: $30,0932020Revenue 2021: $406,946Expenses 2021: $335,594Net Income 2021: $71,3522021Revenue 2022: $479,819Expenses 2022: $419,428Net Income 2022: $60,3912022Revenue 2023: $290,693Expenses 2023: $425,130Net Income 2023: -$134,4372023Revenue 2024: $415,455Expenses 2024: $362,392Net Income 2024: $53,0632024

Highlighted filing

2016

Revenue$345,188
Expenses$375,507
Net Income-$30,319
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 23, 2017
Return Version
2016v3.0
Gross Receipts
$345,188
Mission and Program Overview

Mission

To teach financial literacy to every student in america! We engage them with a live concert, inspire them with the musician's personal stories and encourage critical thinking during a spirited q & a. They learn how to harness money as a tool to succeed, achieve dreams and change lives! Our vision: teaching young people to make smart financial decisions now leads to a better shot of success in the future.

To teach financial literacy to every student in america! We engage them with a live concert, inspire them with the musician's personal stories, and encourage critical thinking during a spirited q & a. They learn how to harness money as a tool to succeed, achieve dreams and change lives! Our vision: teaching young people to make smart financial decisions now leads to a better shot of success in the future.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$48,282$21,340▼ $26,942
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$48,282$21,340▼ $26,942
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$3,377-
Total Liabilities$0$3,377▲ $3,377
Net Assets / Fund Balance
Temporarily Rstr Net Assets$21,600--
Unrestricted Net Assets$26,682$17,963▼ $8,719
Total Net Assets Fund Balance$48,282$17,963▼ $30,319
Total Liabilities and Net Assets / Fund Balance$48,282$21,340▼ $26,942
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Rita PouppirtExecutive DirectorFT$35,000$35,000
John GoodExecutive DirectorFT$14,583$14,583

Board Members and Trustees

NameTitle
Sacha MillstonePresident
Ilona BoxVice President
Colleen SchonDirector
Dayn ConradDirector
Jecorey 1200 ArthurDirector
John EhlersDirector
Kathie BroylesDirector
Michele DeHoffDirector
Mimie Yoon-LeeDirector
Nicole SpinelliDirector
Patina GraysonDirector
Mindy WilsonSecretary
Brandy MarrouTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Gooding LLC Steven GoodingMusician/concert Exp20236 CLARK STREET, Woodland Hills, CA 91367$211,923
Revenue and Support

Revenue Composition

Contributions and Grants
$345,188
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$344,915
Change in Net Assets
$-30,319
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$314,815
Salaries, Compensation, and Employee Benefits$53,377
Total Fundraising Expense$32,712
Professional Fundraising Fees$7,315
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$37,188$12,396-$49,584
Fees for Services Accounting-$11,860-$11,860
Advertising--$10,190$10,190
Travel$4,129-$5,502$9,631
Fees for Services Professional Fundraising--$7,315$7,315
Office Expenses-$5,608-$5,608
Payroll Taxes$2,845$948-$3,793
Fees for Services Legal-$2,400-$2,400
Other Expenses$7,603$1,750$2,102$1,750
Insurance-$1,401-$1,401
All Other Expenses-$1,054-$1,054
Total Functional Expenses$298,633$44,162$32,712$375,507
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$7,315
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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, Line 11B: Form 990 Review Process

“A copy of the completed form 990 is provided to the board to be reviewed and voted upon prior to its filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board members sign a conflict of interest policy annually. Education about the policy is provided by the organization. Compliance with the policy is monitored by the governance committee and executive director.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The board of directors performs an annual evaluation of the executive director, then votes on compensation as part of the annual evaluation and budgeting process. The board utilizes the services of independent studies and/or surveys.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All public documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Funding the Future
EIN
46-4096766
Phone
7572863005
Address
2476 NIMMO PARKWAY SUITE 115 233, VIRGINIA BEACH, VA 23456

Signing Officer

Name
Sacha Millstone
Title
President
Signed
2017-08-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynn Hattery
Formed
2013
Legal Domicile
Wy
Voting Board Members
13
Independent Board Members
13
Employees
2

Preparer

Firm
Middlemist Crouch & Co Cpas Pc
Address
2960 CENTER GREEN CT, BOULDER, CO 80301-5406
Preparer
Catherine Middlemist CPA
Phone
3034494025
Raw XML AppendixShowing 400 of 459 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.

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IRS990/Desc0FUNDING THE FUTURE'S 2015-2016 NATIONWIDE FINANCIAL LITERACY TOUR REACHED 68 SCHOOLS AND OVER 25,000 STUDENTS IN NEBRASKA, IOWA, FLORIDA, PENNSYLVANIA, KANSAS, WYOMING, TENNESSEE, MARYLAND, NEW YORK, COLORADO, CALIFORNIA, VIRGINIA, DISTRICT OF COLUMBIA AND BRITISH COLUMBIA AND ALBERTA, CANADA. WYOMING GOVERNOR MEAD SIGNED A PROCLAMATION FOR WYOMING FINANCIAL LITERACY MONTH FOR THE SECOND YEAR IN A ROW. MIAMI-DADE PUBLIC SCHOOLS ALSO SIGNED A PROCLAMATION RECOGNIZING FUNDING THE FUTURE FOR INSPIRING YOUNG PEOPLE WITH LESSONS OF DISCIPLINE AND FINANCE TO HELP THEM SEE THEIR OWN DREAMS AS POSSIBILITIES.WE EXPANDED OUR REACH TO 26 STATES, UP FROM 16 LAST YEAR. THANKS TO THE UNSTOPPABLE ENERGY OF OUR PARTNER, THE INCREDIBLE BAND GOODING, WE PRODUCED 28% MORE SHOWS IN SCHOOLS WITH AN EXTREMELY DIVERSE SET OF DEMOGRAPHICS. FAMILY FINANCIAL LIFE SKILLS AUTHOR AND SPEAKER, NANCY PHILLIPS, BEGAN WORKING WITH US IN THE FALL, CONDUCTING MULTIGENERATIONAL PROGRAMS THAT TEACH CRITICAL FINANCIAL AND LIFE SUCCESS SKILLS AND OPEN THE DOOR FOR VALUABLE COMMUNICATION BETWEEN GENERATIONS.WE ADDED SIGNIFICANT NEW SPONSORS AND ALLIANCES. RAYMOND JAMES CAME ON BOARD AS OUR FALL FINANCIAL LITERACY TOUR SPONSOR, AND DEVELOPED A NEW WEBSITE WE LAUNCHED FOR STUDENTS, WWW.RJLIFEGOALS.COM, THAT INCORPORATES THE PRINCIPLES FROM THE GOODING AND NANCY PHILLIPS PROGRAMS, AND ALLOWS INTERESTED STUDENTS TO FURTHER EXPLORE PERSONAL FINANCIAL GOAL SETTING AND PLANNING. WE ALSO SUCCESSFULLY PARTNERED WITH SEVERAL STATE LEADERS OF THE COUNCIL FOR ECONOMIC EDUCATION.FEEDBACK FROM TEACHERS AND STUDENTS IS UNIVERSALLY POSITIVE, AND OUR SCHOOL REBOOKING RATE OF 90% IS PROOF THAT OUR MESSAGE RESONATES AND INSPIRES.INTERNALLY, FUNDING THE FUTURE BROUGHT ON ADDITIONAL STAFF, AND PUT RESOURCES INTO IMPROVING SOFTWARE AND SYSTEMS CAPABILITIES. WE WELCOMED NEW BOARD MEMBERS WHO ADDED MUCH VALUED DIVERSITY AND EXPERTISE TO HELP US MANAGE OUR GROWTH. WE LAUNCHED NEW BRANDING AND BOOSTED OUR MARKETING EFFORTS. OUR MEDIA COVERAGE HIT A NEW HIGH WITH 77 MEDIA PLACEMENTS INCLUDING 23 TELEVISION APPEARANCES, 14 RADIO SHOWS, AND 40 PRINT AND ON-LINE ARTICLES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt14Executive Dir.
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IRS990/MissionDesc0TO TEACH FINANCIAL LITERACY TO EVERY STUDENT IN AMERICA! WE ENGAGE THEM WITH A LIVE CONCERT, INSPIRE THEM WITH THE MUSICIAN'S PERSONAL STORIES, AND ENCOURAGE CRITICAL THINKING DURING A SPIRITED Q & A. THEY LEARN HOW TO HARNESS MONEY AS A TOOL TO SUCCEED, ACHIEVE DREAMS AND CHANGE LIVES! OUR VISION: TEACHING YOUNG PEOPLE TO MAKE SMART FINANCIAL DECISIONS NOW LEADS TO A BETTER SHOT OF SUCCESS IN THE FUTURE.
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IRS990/OtherExpensesGrp/Desc2Online Payment Fees
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE COMPLETED FORM 990 IS PROVIDED TO THE BOARD TO BE REVIEWED AND VOTED UPON PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. EDUCATION ABOUT THE POLICY IS PROVIDED BY THE ORGANIZATION. COMPLIANCE WITH THE POLICY IS MONITORED BY THE GOVERNANCE COMMITTEE AND EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS PERFORMS AN ANNUAL EVALUATION OF THE EXECUTIVE DIRECTOR, THEN VOTES ON COMPENSATION AS PART OF THE ANNUAL EVALUATION AND BUDGETING PROCESS. THE BOARD UTILIZES THE SERVICES OF INDEPENDENT STUDIES AND/OR SURVEYS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL PUBLIC DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TotalAssetsGrp/BOYAmt048282

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$21,340
Liabilities
$3,377
Net assets
$17,963
Revenue
$345,188
Expenses
$375,507
Net income
-$30,319
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.19$0.66$4.15$3.62$0.53
2023Detailed filing. Detailed filing data is available for this year.$0.18$0.05$0.13$2.91$4.25$1.34
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.30$1.48$4.80$4.19$0.60
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.08$0.87$4.07$3.36$0.71
2020Detailed filing. Detailed filing data is available for this year.$0.43$0.28$0.16$2.81$2.51$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.53$0.04$0.49$5.13$5.16$0.03
2018Summary only. Only limited summary data is available for this year.$0.38$0.05$0.32$4.34$4.45$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.02$0.44$4.10$3.84$0.26
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.03$0.18$3.45$3.76$0.30
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$2.52$2.74$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.72$0.43$0.30