Civic Intelligence

Afsa Education Foundation

990 • Fiscal year 2014 • EIN 52-1673101

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 28, 2015

Organization ProfileWWW.AFSAEF.ORG
919 Eighteenth Street NW No 300Washington, DC 20006-5503

(202) 466-8611

Siviq Scores

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

Liabilities / Assets

40th percentile

0.11x

Higher debt load relative to assets than 40% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

71st percentile

0.52x

Higher debt load relative to revenue than 71% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

89th percentile

44%

Higher net margin than 89% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

72nd percentile

$178,052

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 14.2% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

77th percentile

13%

Faster asset growth than 77% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

91st percentile

61%

Faster revenue growth than 91% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$5,985,418

Up $711,912 (+13%) from 2013

Net Assets

Up

$5,337,338

Up $733,849 (+16%) from 2013

Liabilities

Down

$648,080

Down $21,937 (-3.3%) from 2013

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin89th percentile

Revenue

Up

$1,254,697

Up $474,203 (+61%) from 2013

Expenses

Up

$704,217

Up $36,994 (+5.5%) from 2013

Net Income

Up

$550,480

Up $437,209 (+386%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$15M$10M$5.0M$0Assets 2010: $1,933,259Liabilities 2010: $574,742Net Assets 2010: $1,358,5172010Assets 2011: $3,144,439Liabilities 2011: $646,995Net Assets 2011: $2,497,4442011Assets 2012: $4,883,276Liabilities 2012: $641,885Net Assets 2012: $4,241,3912012Assets 2013: $5,273,506Liabilities 2013: $670,017Net Assets 2013: $4,603,4892013Assets 2014: $5,985,418Liabilities 2014: $648,080Net Assets 2014: $5,337,3382014Assets 2015: $6,028,926Liabilities 2015: $634,347Net Assets 2015: $5,394,5792015Assets 2016: $6,488,251Liabilities 2016: $604,024Net Assets 2016: $5,884,2272016Assets 2017: $7,415,755Liabilities 2017: $604,380Net Assets 2017: $6,811,3752017Assets 2018: $6,885,311Liabilities 2018: $500,260Net Assets 2018: $6,385,0512018Assets 2019: $8,155,594Liabilities 2019: $492,475Net Assets 2019: $7,663,1192019Assets 2020: $9,086,459Liabilities 2020: $322,664Net Assets 2020: $8,763,7952020Assets 2021: $9,903,629Liabilities 2021: $179,353Net Assets 2021: $9,724,2762021Assets 2022: $8,421,256Liabilities 2022: $66,656Net Assets 2022: $8,354,6002022Assets 2023: $9,715,663Liabilities 2023: $44,973Net Assets 2023: $9,670,6902023Assets 2024: $11,006,431Liabilities 2024: $33,581Net Assets 2024: $10,972,8502024

Highlighted filing

2014

Assets$5,985,418
Liabilities$648,080
Net Assets$5,337,338
Open 2014 Filing

Operations Trend

Revenue Growth91st percentile

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

$2.0M$1.5M$1.0M$500K$0Revenue 2010: $1,764,509Expenses 2010: $671,371Net Income 2010: $1,093,1382010Revenue 2011: $1,657,966Expenses 2011: $644,255Net Income 2011: $1,013,7112011Expenses 2012: $534,0192012Revenue 2013: $780,494Expenses 2013: $667,223Net Income 2013: $113,2712013Revenue 2014: $1,254,697Expenses 2014: $704,217Net Income 2014: $550,4802014Revenue 2015: $983,676Expenses 2015: $734,866Net Income 2015: $248,8102015Revenue 2016: $920,410Expenses 2016: $720,326Net Income 2016: $200,0842016Revenue 2017: $1,059,814Expenses 2017: $733,647Net Income 2017: $326,1672017Revenue 2018: $1,076,495Expenses 2018: $901,477Net Income 2018: $175,0182018Revenue 2019: $867,052Expenses 2019: $707,337Net Income 2019: $159,7152019Revenue 2020: $633,542Expenses 2020: $488,629Net Income 2020: $144,9132020Revenue 2021: $1,711,456Expenses 2021: $765,102Net Income 2021: $946,3542021Revenue 2022: $1,338,350Expenses 2022: $913,594Net Income 2022: $424,7562022Revenue 2023: $1,385,918Expenses 2023: $912,858Net Income 2023: $473,0602023Revenue 2024: $1,311,398Expenses 2024: $850,586Net Income 2024: $460,8122024

Highlighted filing

2014

Revenue$1,254,697
Expenses$704,217
Net Income$550,480
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 28, 2015
Return Version
2014v5.0
Gross Receipts
$1,254,697
Mission and Program Overview

Mission

To promote awareness of personal money management skills and knowledge that will help consumers realize the benefits of responsible money management and the credit process, and by providing personal finance cirricula to educate students in middle school, high school and college.

To educate the public on financial literacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,776,117$4,729,171▲ $953,054
Pledges and Grants Receivable$1,354,112$1,177,298▼ $176,814
Cash and Non-Interest-Bearing Accounts$84,257$42,453▼ $41,804
Land, Buildings, and Equipment, Net$21,353$20,684▼ $669
Accounts Receivable$37,667$10,111▼ $27,556
Prepaid Expenses and Deferred Charges-$5,701-
Total Assets$5,273,506$5,985,418▲ $711,912
Liabilities
Other Liabilities$666,086$643,501▼ $22,585
Accounts Payable and Accrued Expenses$3,931$4,579▲ $648
Total Liabilities$670,017$648,080▼ $21,937
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,893,854$4,411,612▲ $517,758
Unrestricted Net Assets$485,006$511,818▲ $26,812
Temporarily Rstr Net Assets$224,629$413,908▲ $189,279
Total Net Assets Fund Balance$4,603,489$5,337,338▲ $733,849
Total Liabilities and Net Assets / Fund Balance$5,273,506$5,985,418▲ $711,912

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$20,684$430,434$451,118
Equipment$0$53,153$53,153

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$4,070,873$517,758▲ $225,699-$4,730,806
2013$3,656,360$237,494▲ $234,075-$4,070,873
2012$2,843,695$812,665▲ $111,724-$3,656,360
2011$2,026,411$817,284--$2,843,695
2010$403,763$1,622,648--$2,026,411
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
M Susie IrvinePresident & CEOFT$123,020$57,385$180,405

Board Members and Trustees

NameTitle
Harry GoffChair
Frederick W GeissingerVice Chair
Andrew MorrisonDirector
Ann BybeeDirector
Bradford D BorchersDirector
Charles D WaltersDirector
Chris S StinebertDirector
Gary L PhillipsDirector
Irwin B HolzmanDirector
James F Smith PhdDirector
James SchneiderDirector
Joe MccawDirector
Karen KlughDirector
Linda H WellsDirector
Mark KaczynskiDirector
Mary D CarolanDirector
Mary H McdowellDirector
Richard SantoroDirector
Robert TrojanDirector
Sandy McleanDirector
Sharon Y MooreDirector
Tim HarrelsonDirector
Timothy L StanleyDirector
Virginia C HerringDirector
William C Dunkelberg PhdSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$581,962
Program Service Revenue
$550,237
Investment Income
$122,498
Other Revenue
$0
All Other Contributions
$581,962
Change in Net Assets
$550,480

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,254,697
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$386,692
Total Revenue per Audited Statements
$1,641,389
Total Revenue per Form 990
$1,254,697
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$561,007
Salaries, Compensation, and Employee Benefits$143,210
Total Fundraising Expense$3,234
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$179,680$10,828$3,234$193,742
Current Officers, Directors, Trustees, and Key Employees$134,903$1,362-$136,265
Fees for Services Other$24,313$4,226-$28,539
Office Expenses$20,455$3,687-$24,142
Depreciation Depletion$21,139$214-$21,353
Fees for Service Investment Mgmnt Fees-$20,605-$20,605
Travel$5,189$9,427-$14,616
Fees for Services Accounting$11,352$1,973-$13,325
Payroll Taxes$6,876$69-$6,945
Insurance-$5,492-$5,492
Other Expenses$234,193$5,000-$5,000
Total Functional Expenses$638,100$62,883$3,234$704,217

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$907,540
Expenses per Audited Statements$704,217
Total Expenses per Form 990$704,217
Expenses Not Reported on Form 990$203,323
Expenses Not Reported on Financial Statements$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Afsa$643,501
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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 11

“The form 990 is reviewed by the president prior to filing.”

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

“The board members must complete and file a conflict of interest form each year. Any potential conflicts are reviewed by the board. Affected board members are prohibited from participating in discussions or voting on issues where a conflict might exist.”

Form 990, Part VI, Section B, Line 15A

“The compensation of the president is reviewed and approved by the board of directors. The board uses comparable data to the extent it is available and relevant.”

Form 990, Part VI, Section C, Line 19

“The organization makes copies of its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Afsa Education Foundation
EIN
52-1673101
Phone
2024668611
Address
919 EIGHTEENTH STREET NW NO 300, WASHINGTON, DC 20006-5503

Signing Officer

Name
Margaret S Irvine
Title
President
Phone
2024668611
Signed
2015-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret S Irvine
Formed
1990
Legal Domicile
Dc
Voting Board Members
25
Independent Board Members
25
Employees
0
Volunteers
25

Preparer

Firm
Tate and Tryon
Address
2021 L STREET NW SUITE 400, WASHINGTON, DC 20036
Preparer
Frederick Longwood
Phone
2022932200
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The foundation is in the process of building its endowment and has not yet adopted a spending policy. When the foundation adopts a policy, the policy will attempt to preserve the purchasing power of the foundation's assets while simultaneously providing program support and keeping up with inflation.”

PART X, LINE 2:

“The foundation believes that it has appropriate support for income tax positions taken. Therefore, management has not identified uncertain income tax positions. Generally, income tax returns related to the current and three prior years remain open for examination by taxing authorities.”

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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/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25150020
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/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25PRESIDENT & CEO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01254697
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt05492
IRS990/InsuranceGrp/TotalAmt05492
IRS990/InvestmentIncomeGrp/ExclusionAmt0122498
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0122498
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03776117
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04729171
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0483587
IRS990/LandBldgEquipBasisNetGrp/BOYAmt021353
IRS990/LandBldgEquipBasisNetGrp/EOYAmt020684
IRS990/LandBldgEquipCostOrOtherBssAmt0504271
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE AWARENESS OF PERSONAL MONEY MANAGEMENT SKILLS AND KNOWLEDGE THAT WILL HELP CONSUMERS REALIZE THE BENEFITS OF RESPONSIBLE MONEY MANAGEMENT AND THE CREDIT PROCESS, AND BY PROVIDING PERSONAL FINANCE CIRRICULA TO EDUCATE STUDENTS IN MIDDLE SCHOOL, HIGH SCHOOL AND COLLEGE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04603489
IRS990/NetAssetsOrFundBalancesEOYAmt05337338
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0183369
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03687
IRS990/OfficeExpensesGrp/ProgramServicesAmt020455
IRS990/OfficeExpensesGrp/TotalAmt024142
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EDUCATION & TRAINING
IRS990/OtherExpensesGrp/Desc1DUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05000
IRS990/OtherExpensesGrp/ProgramServicesAmt0234193
IRS990/OtherExpensesGrp/TotalAmt0234193
IRS990/OtherExpensesGrp/TotalAmt15000
IRS990/OtherLiabilitiesGrp/BOYAmt0666086
IRS990/OtherLiabilitiesGrp/EOYAmt0643501
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt069
IRS990/PayrollTaxesGrp/ProgramServicesAmt06876
IRS990/PayrollTaxesGrp/TotalAmt06945
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03893854
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04411612
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01354112
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01177298
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05701
IRS990/PrincipalOfficerNm0MARGARET S IRVINE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0REGISTRATIONS
IRS990/ProgramServiceRevenueGrp/Desc1PUBLICATIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0289800
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1260437
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0289800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1260437
IRS990/ProgSrvcAccomActy2Grp/Desc0THE EDGE - EDUCATION, DEVELOPMENT, GROWTH & ENRICHMENT PROGRAM, WAS HELD AT MERCER UNIVERSITY IN ATLANTA, GA WITH 92 PARTICIPANTS FROM 22 AFSA MEMBER COMPANIES. THE INDUSTRY'S TOP EXECUTIVES SHARED THEIR PERSONAL FORMULAS TO BE SUCCESSFUL IN A FAST-PACED & EVER-CHANGING ENVIRONMENT
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0199172
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0260437
IRS990/ProgSrvcAccomActy3Grp/Desc0MONEYSKILL: THE FREE INTERNET BASED PERSONAL FINANCE COURSE MONEYSKILL INCREASES ITS REACH EACH YEAR, WITH MORE THAN 3,000 TEACHERS FROM ALL 50 STATES & SEVERAL FOREIGN COUNTRIES ENROLLING MORE THAN 650,000 STUDENTS SINCE INCEPTION. MONEYSKILL'S CURRICULUM & TECHNOLOGY ARE UPDATED EACH YEAR. MORE THAN 1,500 TEACHERS PARTICIPATED IN 25 INTERACTIVE MONEYSKILL WORKSHOPS ACROSS THE COUNTRY IN 2014. AFSA EDUCATION FOUNDATION FOCUSED ON REACHING TEACHERS IN STATES WITH PERSONAL FINANCE REQUIREMENTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0178592
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0264196
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt083316
IRS990/PYOtherExpensesAmt0461529
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0432982
IRS990/PYRevenuesLessExpensesAmt0113271
IRS990/PYSalariesCompEmpBnftPaidAmt0205694
IRS990/PYTotalExpensesAmt0667223
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0780494
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0550480
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0289800
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0INCOME FROM ACTIVITIES NOT NORMALLY RECURRING
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0581962
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0264196
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01746770
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01465968
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01584371
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05643267
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0122498
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt083316
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt073372
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09974
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02215
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0291375
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01695117

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,985,418
Liabilities
$648,080
Net assets
$5,337,338
Revenue
$1,254,697
Expenses
$704,217
Net income
$550,480
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.03$11.0$1.31$0.85$0.46
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.72$0.04$9.67$1.39$0.91$0.47
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.42$0.07$8.35$1.34$0.91$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.90$0.18$9.72$1.71$0.77$0.95
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.09$0.32$8.76$0.63$0.49$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.16$0.49$7.66$0.87$0.71$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.89$0.50$6.39$1.08$0.90$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.42$0.60$6.81$1.06$0.73$0.33
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.49$0.60$5.88$0.92$0.72$0.20
2015Detailed filing. Detailed filing data is available for this year.$6.03$0.63$5.39$0.98$0.73$0.25
2014Detailed filing. Detailed filing data is available for this year.$5.99$0.65$5.34$1.25$0.70$0.55
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.27$0.67$4.60$0.78$0.67$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.88$0.64$4.24$0.53
2011Summary only. Only limited summary data is available for this year.$3.14$0.65$2.50$1.66$0.64$1.01
2010Summary only. Only limited summary data is available for this year.$1.93$0.57$1.36$1.76$0.67$1.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $5M-$10M nonprofits