Civic Intelligence

Funding the Future

990 • Fiscal year 2017 • EIN 46-4096766

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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

73rd percentile

0.05x

Higher debt load relative to assets than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

57th percentile

6.3%

Higher net margin than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

89th percentile

$38,977

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

92nd percentile

117%

Faster asset growth than 92% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$46,264

Up $24,924 (+117%) from 2016

Net Assets

Up

$43,974

Up $26,011 (+145%) from 2016

Liabilities

Down

$2,290

Down $1,087 (-32%) from 2016

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin57th percentile

Revenue

Up

$410,275

Up $65,087 (+19%) from 2016

Expenses

Up

$384,264

Up $8,757 (+2.3%) from 2016

Net Income

Up

$26,011

Up $56,330 (+186%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2017

Assets$46,264
Liabilities$2,290
Net Assets$43,974
Open 2017 Filing

Operations Trend

Revenue Growth71st 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

2017

Revenue$410,275
Expenses$384,264
Net Income$26,011
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$410,275
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$21,340$46,264▲ $24,924
Total Assets$21,340$46,264▲ $24,924
Liabilities
Accounts Payable and Accrued Expenses$3,377$2,290▼ $1,087
Total Liabilities$3,377$2,290▼ $1,087
Net Assets / Fund Balance
Unrestricted Net Assets$17,963$43,974▲ $26,011
Total Net Assets Fund Balance$17,963$43,974▲ $26,011
Total Liabilities and Net Assets / Fund Balance$21,340$46,264▲ $24,924
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kimberly HatteryExecutive DirectorFT$38,977$38,977
John GoodExecutive DirectorPT$22,436$22,436
Rita PouppirtExecutive DirectorPT$14,583$14,583

Board Members and Trustees

NameTitle
Sacha MillstonePresident
Ilona BoxVice President
Collen SchonDirector
DEREK D'ANGELODirector
Jennifer DavidsonDirector
Kathie BroylesDirector
Lamin CamaraDirector
Lisza GulyasDirector
Lydia HamiltonDirector
Michele DehoffDirector
Mimie Yoon-leeDirector
Nancy PhillipsDirector
Nicole SpinelliDirector
Patina GraysonDirector
Sharon JenningsDirector
Mindy WilsonSecretary
Brandy MarrouTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Gooding LLC (steven Gooding)Musician/concert Expense878 MATTHEW COURT, Kingston Springs, TN 37082$222,000
Revenue and Support

Revenue Composition

Contributions and Grants
$410,220
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$55
All Other Contributions
$405,220
Change in Net Assets
$26,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$267,816
Salaries, Compensation, and Employee Benefits$116,448
Total Fundraising Expense$42,711
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$39,221$11,572$30,424$81,217
Other Salaries and Wages$29,892$2,100-$31,992
Fees for Services Accounting-$13,606-$13,606
Travel$3,868-$3,867$7,735
Fees for Services Other-$1,208$3,904$5,112
Office Expenses-$3,669$468$4,137
Payroll Taxes$2,255$984-$3,239
Information Technology-$3,072-$3,072
Advertising--$2,428$2,428
Fees for Services Legal-$1,482-$1,482
Other Expenses$226,402$1,322$1,620$1,322
Insurance-$900-$900
Total Functional Expenses$301,638$39,915$42,711$384,264
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 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, Section B, Line 11B

“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, Section B, Line 12C

“Board members sign a conflict of interest police 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, Section B, Line 15A

“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, Section C, Line 19

“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
Lynn Hattery
Title
Executive Director
Phone
7572863005
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynn Hattery
Formed
2013
Legal Domicile
Wy
Voting Board Members
17
Independent Board Members
17
Employees
5
Volunteers
17

Preparer

Firm
Dixon Hughes Goodman Llp
Address
440 MONTICELLO AVE SUITE 1400, NORFOLK, VA 23510
Preparer
Caron E Crouse
Phone
7576245100
Raw XML AppendixShowing 400 of 447 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03377
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02290
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AdvertisingGrp/FundraisingAmt02428
IRS990/AdvertisingGrp/TotalAmt02428
IRS990/AllOtherContributionsAmt0405220
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LYNN HATTERY
IRS990/BooksInCareOfDetail/PhoneNum07572863005
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02476 NIMMO PARKWAY SUITE 115 233
IRS990/BooksInCareOfDetail/USAddress/CityNm0VIRGINIA BEACH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd023456
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt021340
IRS990/CashNonInterestBearingGrp/EOYAmt046264
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt030424
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt011572
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt039221
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt081217
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0222000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0878 MATTHEW COURT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0KINGSTON SPRINGS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0TN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd037082
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0GOODING LLC (STEVEN GOODING)
IRS990/ContractorCompensationGrp/ServicesDesc0MUSICIAN/CONCERT EXPENSE
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0410220
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0267816
IRS990/CYOtherRevenueAmt055
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt026011
IRS990/CYSalariesCompEmpBnftPaidAmt0116448
IRS990/CYTotalExpensesAmt0384264
IRS990/CYTotalFundraisingExpenseAmt042711
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0410275
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0FUNDING THE FUTURE'S 2017 NATIONAL FINANCIAL LITERACY TOUR REACHED 87 SCHOOLS AND MORE THAN 35,000 STUDENTS IN TENNESSEE, NEBRASKA, IOWA, WYOMING, COLORADO, INDIANA, MICHIGAN, NEW YORK, GEORGIA, NORTH CAROLINA, VIRGINIA, MARYLAND, PENNSYLVANIA, KENTUCKY, FLORIDA, KANSAS, OHIO AND NORTH DAKOTA. STUDENTS IN 18 STATES HEARD THE VITAL MESSAGE ON PERSONAL FINANCE AND RECEIVED ONLINE RESOURCES TO CONTINUE LEARNING IMPORTANT LESSONS PERTAINING TO GOAL SETTING, BUDGETING, USING CREDIT WISELY AND EVEN CAREER PLANNING. WE GREW THE NUMBER OF SCHOOLS REACHED BY 28%, DELIVERING OUR PROGRAM AT 87 SCHOOLS AS COMPARED TO 68 SCHOOLS IN 2016. LIKEWISE, FUNDING THE FUTURE SAW AN INCREASE IN THE NUMBERS OF STUDENTS REACHED IN 2017 TOTALING 35,101 COMPARED TO 25,000 IN 2016, AN INCREASE OF 40%. FUNDING THE FUTURE WAS HONORED TO EARN THE STATUS OF A UNITED WAY PARTNER AGENCY THROUGH SUPPORT FOR PROGRAMS IN WYOMING SCHOOLS. FUNDING THE FUTURE AND BAND GOODING WERE ALSO FEATURED AT THE NATIONAL COUNCIL ON ECONOMIC EDUCATION'S ANNUAL CONFERENCE IN BROOKLYN, NY. THERE, THE ORGANIZATION WAS ABLE TO CONNECT WITH OVER 400 TEACHERS FROM ACROSS THE U.S., PERFORM FOR THE CONFERENCE ATTENDEES AND CONDUCT A WORKSHOP PRESENTATION WITH ITS PARTNERS FROM THE NEBRASKA COUNCIL ON ECONOMIC EDUCATION AND THE MICHIGAN COUNCIL ON ECONOMIC EDUCATION.INTERNALLY, THE BOARD BROUGHT ON A FULL TIME EXECUTIVE DIRECTOR IN Q3 2017 TO SPEARHEAD SCALABILITY OF THE MISSION BY BRINGING ON ADDITIONAL BANDS AND CREATING THEIR FINANCIAL LITERACY PRESENTATIONS TO OFFER SCHOOLS IN 2018, ESTABLISH KEY PARTNERSHIPS AND SPONSORSHIPS, AND ASSESS AND OPTIMIZE OPERATIONAL EFFICIENCIES. IN NOVEMBER, FUNDING THE FUTURE PERFORMED AT THE NATIONAL EDUCATORS' CONFERENCE HOSTED BY JUMP START COALITION ON PERSONAL FINANCIAL LITERACY IN WASHINGTON, D.C. CONNECTING US WITH KEY DECISION MAKERS FOR SCHOOLS AND SPONSORS. WE WELCOMED NEW BOARD MEMBERS WHO ADDED DIVERSITY AND EXPERTISE AND BROUGHT ON ADDITIONAL STAFF. 2017 PROVED TO BE A YEAR OF NATIONAL EXPOSURE FOR FUNDING THE FUTURE. FOR THE 2017 SPRING AND FALL TOUR, WE IMPLEMENTED A NATIONAL MARKETING STRATEGY. AS A RESULT, THE NATIONAL PLACEMENTS WERE SECURED ON STACKING BENJAMINS, A NATIONAL PODCAST, ALONG WITH NPR'S ALL THINGS CONSIDERED. WE WERE INTERVIEWED BY NATIONAL PUBLIC RADIO'S ALL THINGS CONSIDERED DURING A SCHOOL PERFORMANCE ABOUT THE NONPROFIT'S FINANCIAL LITERACY MISSION TO HELP STUDENTS LEARN CRITICAL FINANCIAL AND LIFE SUCCESS SKILLS. ADDITIONALLY, LOCAL TOUR COVERAGE WAS SYNDICATED BY THE ASSOCIATED PRESS LANDING PLACEMENTS ACROSS THE U.S. OUR MEDIA EFFORTS RESULTED IN 38 SYNDICATED AP COVERAGE RESULTS AND 105 MEDIA PLACEMENTS. OUR MEDIA SPONSOR MENTIONS INCREASED TO 68% UP FROM 26% IN 2016. WE RECEIVED 77 PRINT/ONLINE PLACEMENTS, 21 TELEVISION PLACEMENTS AND 6 RADIO PLACEMENTS, ALL UP FROM THE YEAR PRIOR.THE CONSISTENTLY POSITIVE RESPONSES FROM TEACHERS AND STUDENTS CONTINUE TO PROVE THAT FUNDING THE FUTURE'S MESSAGE RESONATES WITH THE SUCCESS OF OUR DELIVERY MODEL. A SOPHOMORE STUDENT FROM FLINT CAPTURES THE SENTIMENTS OF MANY WHEN SAYING, "WE NEED THIS TYPE OF EDUCATION TO BE THE GENERATION THAT CHANGES THE WORLD. THANK YOU FOR GIVING US THAT."
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0301638
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt013606
IRS990/FeesForServicesAccountingGrp/TotalAmt013606
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01482
IRS990/FeesForServicesLegalGrp/TotalAmt01482
IRS990/FeesForServicesOtherGrp/FundraisingAmt03904
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01208
IRS990/FeesForServicesOtherGrp/TotalAmt05112
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1720.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1820.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/PersonNm0SACHA MILLSTONE
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHELE DEHOFF
IRS990/Form990PartVIISectionAGrp/PersonNm2BRANDY MARROU
IRS990/Form990PartVIISectionAGrp/PersonNm3MINDY WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm4PATINA GRAYSON
IRS990/Form990PartVIISectionAGrp/PersonNm5COLLEN SCHON
IRS990/Form990PartVIISectionAGrp/PersonNm6NICOLE SPINELLI
IRS990/Form990PartVIISectionAGrp/PersonNm7ILONA BOX
IRS990/Form990PartVIISectionAGrp/PersonNm8MIMIE YOON-LEE
IRS990/Form990PartVIISectionAGrp/PersonNm9KATHIE BROYLES
IRS990/Form990PartVIISectionAGrp/PersonNm10LAMIN CAMARA
IRS990/Form990PartVIISectionAGrp/PersonNm11LYDIA HAMILTON
IRS990/Form990PartVIISectionAGrp/PersonNm12SHARON JENNINGS
IRS990/Form990PartVIISectionAGrp/PersonNm13NANCY PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm14JENNIFER DAVIDSON
IRS990/Form990PartVIISectionAGrp/PersonNm15DEREK D'ANGELO
IRS990/Form990PartVIISectionAGrp/PersonNm16LISZA GULYAS
IRS990/Form990PartVIISectionAGrp/PersonNm17RITA POUPPIRT
IRS990/Form990PartVIISectionAGrp/PersonNm18JOHN GOOD
IRS990/Form990PartVIISectionAGrp/PersonNm19KIMBERLY HATTERY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1714583
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1822436
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1938977
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GovernmentGrantsAmt05000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0410275
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03072
IRS990/InformationTechnologyGrp/TotalAmt03072
IRS990/InsuranceGrp/ManagementAndGeneralAmt0900
IRS990/InsuranceGrp/TotalAmt0900
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WY
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt017963
IRS990/NetAssetsOrFundBalancesEOYAmt043974
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt0314
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0468
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03669
IRS990/OfficeExpensesGrp/TotalAmt04137
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MUSICIAN/CONCERT EXPENS
IRS990/OtherExpensesGrp/Desc1ONLINE PAYMENT FEES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt01620
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01322
IRS990/OtherExpensesGrp/ProgramServicesAmt0226402
IRS990/OtherExpensesGrp/TotalAmt0226402
IRS990/OtherExpensesGrp/TotalAmt11620
IRS990/OtherExpensesGrp/TotalAmt21322
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt055
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt055
IRS990/OtherRevenueTotalAmt055
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02100
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt029892
IRS990/OtherSalariesAndWagesGrp/TotalAmt031992
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0984
IRS990/PayrollTaxesGrp/ProgramServicesAmt02255
IRS990/PayrollTaxesGrp/TotalAmt03239
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LYNN HATTERY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0345188
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0314815
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-30319
IRS990/PYSalariesCompEmpBnftPaidAmt053377
IRS990/PYTotalExpensesAmt0375507
IRS990/PYTotalProfFndrsngExpnsAmt07315
IRS990/PYTotalRevenueAmt0345188
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt026011
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0406554
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0345188
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0252223
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt072297
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01076262
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03721
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03721
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03721
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt01076262
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0406554
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0345188
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0252223
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt072297
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01076262
IRS990ScheduleA/TotalSupportAmt01079983
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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 POLICE 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, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt021340
IRS990/TotalAssetsEOYAmt046264
IRS990/TotalAssetsGrp/BOYAmt021340
IRS990/TotalAssetsGrp/EOYAmt046264
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0410220
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt042711
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039915
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0301638
IRS990/TotalFunctionalExpensesGrp/TotalAmt0384264
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03377
IRS990/TotalLiabilitiesEOYAmt02290
IRS990/TotalLiabilitiesGrp/BOYAmt03377
IRS990/TotalLiabilitiesGrp/EOYAmt02290
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt017963
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt043974
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0301638
IRS990/TotalReportableCompFromOrgAmt075996
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt055
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0410275
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt017
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt021340
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt046264
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt03867
IRS990/TravelGrp/ProgramServicesAmt03868
IRS990/TravelGrp/TotalAmt07735
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,264
Liabilities
$2,290
Net assets
$43,974
Revenue
$410,275
Expenses
$384,264
Net income
$26,011
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