Liabilities / Assets
40th percentile
Higher debt load relative to assets than 40% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
40th percentile
Higher debt load relative to assets than 40% of similar nonprofits.
Liabilities / Revenue
74th percentile
Higher debt load relative to revenue than 74% of similar nonprofits.
Net Margin
82nd percentile
Higher net margin than 82% of similar nonprofits.
Top Officer Pay
79th percentile
Higher top officer pay than 79% of similar nonprofits.
Top officer pay equals 21.5% of source-year revenue.
Asset Growth
50th percentile
Faster asset growth than 50% of similar nonprofits.
Revenue Growth
13th percentile
Faster revenue growth than 13% of similar nonprofits.
Assets
Up$6,028,926
Up $43,508 (+0.7%) from 2014
Net Assets
Up$5,394,579
Up $57,241 (+1.1%) from 2014
Liabilities
Down$634,347
Down $13,733 (-2.1%) from 2014
Revenue
Down$983,676
Down $271,021 (-22%) from 2014
Expenses
Up$734,866
Up $30,649 (+4.4%) from 2014
Net Income
Down$248,810
Down $301,670 (-55%) from 2014
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $4,729,171 | $5,171,084 | ▲ $441,913 |
| Pledges and Grants Receivable | $1,177,298 | $756,867 | ▼ $420,431 |
| Cash and Non-Interest-Bearing Accounts | $42,453 | $67,380 | ▲ $24,927 |
| Land, Buildings, and Equipment, Net | $20,684 | $20,684 | → $0 |
| Accounts Receivable | $10,111 | $12,911 | ▲ $2,800 |
| Prepaid Expenses and Deferred Charges | $5,701 | $0 | ▼ $5,701 |
| Total Assets | $5,985,418 | $6,028,926 | ▲ $43,508 |
| Liabilities | |||
| Other Liabilities | $643,501 | $631,692 | ▼ $11,809 |
| Accounts Payable and Accrued Expenses | $4,579 | $2,655 | ▼ $1,924 |
| Total Liabilities | $648,080 | $634,347 | ▼ $13,733 |
| Net Assets / Fund Balance | |||
| Permanently Rstr Net Assets | $4,411,612 | $4,575,365 | ▲ $163,753 |
| Unrestricted Net Assets | $511,818 | $558,390 | ▲ $46,572 |
| Temporarily Rstr Net Assets | $413,908 | $260,824 | ▼ $153,084 |
| Total Net Assets Fund Balance | $5,337,338 | $5,394,579 | ▲ $57,241 |
| Total Liabilities and Net Assets / Fund Balance | $5,985,418 | $6,028,926 | ▲ $43,508 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $20,684 | $42,639 | $63,323 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2015 | $4,730,806 | $163,753 | ▼ $14,262 | $89,474 | $4,772,153 |
| 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 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| M Susie Irvine | President & CEO | FT | $153,370 | $60,952 | $214,322 |
| Name | Title |
|---|---|
| Virginia C Herring | Chair |
| Ann Bybee | Vice Chair |
| Andrew Morrison | Director |
| Bradford D Borchers | Director |
| Charles D Walters | Director |
| Chris S Stinebert | Director |
| Frederick W Geissinger | dirECTOR |
| James W Schneider | Director |
| Mark Kaczynski | Director |
| Mary H Mcdowell | Director |
| Robert Trojan | Director |
| Tim Harrelson | Director |
| Timothy L Stanley | Director |
| William C Dunkelberg Phd | dirECTOR |
| Elizabeth Webb | DirECTOR (as OF OCT 2015) |
| Janet Matricciani | DirECTOR (as OF OCT 2015) |
| Joe H Burgamy | Director (as of Oct 2015) |
| Jonathon Levin | DirECTOR (as OF OCT 2015) |
| Kathy Ruble | Director (as of Oct 2015) |
| Marguerite Watanabe | DirECTOR (as OF OCT 2015) |
| Martin Less | DirECTOR (as OF OCT 2015) |
| Nathan Benson | DirECTOR (as OF OCT 2015) |
| Phil E Hitz | Director (as of Oct 2015) |
| Rex J Ellison | Director (as of Oct 2015) |
| Andrew Stuart | DirECTOR (UNTIL OCT 2015) |
| Gary L Phillips | Director (until Oct 2015) |
| Harry Goff | Director (until Oct 2015) |
| Irwin B Holzman | Director (until Oct 2015) |
| James F Smith Phd | Director (until Oct 2015) |
| Linda H Wells | Director (until Oct 2015) |
| Mary D Carolan | Director (until Oct 2015) |
| Sandy Mclean | Director (until Oct 2015) |
| Joe Mccaw | Secretary/treasurer |
| Line Item | Amount |
|---|---|
| Other Expenses | $621,659 |
| Salaries, Compensation, and Employee Benefits | $113,207 |
| Total Fundraising Expense | $2,178 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Conferences and Meetings | $229,518 | $13,682 | $1,740 | $244,940 |
| Other Expenses | $239,568 | - | - | $239,568 |
| Current Officers, Directors, Trustees, and Key Employees | $106,175 | $1,072 | - | $107,247 |
| Fees for Services Other | $28,524 | $13,015 | - | $41,539 |
| Office Expenses | $26,547 | $6,087 | $438 | $33,072 |
| Fees for Service Investment Mgmnt Fees | - | $23,117 | - | $23,117 |
| Fees for Services Accounting | $12,017 | $5,483 | - | $17,500 |
| Travel | $6,889 | $7,104 | - | $13,993 |
| Payroll Taxes | $5,900 | $60 | - | $5,960 |
| Insurance | - | $5,701 | - | $5,701 |
| Information Technology | $1,140 | - | - | $1,140 |
| Fees for Services Legal | $748 | $341 | - | $1,089 |
| Total Functional Expenses | $657,026 | $75,662 | $2,178 | $734,866 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $968,737 |
| Expenses per Audited Statements | $734,866 |
| Total Expenses per Form 990 | $734,866 |
| Expenses Not Reported on Form 990 | $233,871 |
| Expenses Not Reported on Financial Statements | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Due to AFSA | $631,692 |
“The form 990 is reviewed by the president prior to filing.”
“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.”
“American Financial Services Association, an affiliated entity, reviews suggested compensation for AFSA Foundation President, using comparability data where available. The AFSA Foundation board of directors has final approval authority over the President's compensation, but does not have an internal process to determine compensation.”
“The organization makes copies of its governing documents, conflict of interest policy and financial statements available to the public upon request.”
“The foundation's endowment consists of a traditional donor-restricted endowment fund, the purpose of which is to support operations. The central objective of the foundation's spending policy is to preserve the purchasing power of the assets while simultaneously providing program support and keeping up with inflation. In no event will expenditure be made in such a way as to deplete the endowment fund below the contributed corpus. Each year, the spending policy allows appropriations from the endowment fund equal to ninety percent (90%) of interest and dividends.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 4579 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 2655 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 10111 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 12911 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO EDUCATE THE PUBLIC ON FINANCIAL LITERACY. |
| IRS990/AllOtherContributionsAmt | 0 | 282978 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 0 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | The Organization |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2024668611 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 919 EIGHTEENTH STREET No 300 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | WASHINGTON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | DC |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 200065503 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 42453 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 67380 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 1072 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 106175 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 107247 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 1 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 1740 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 13682 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 229518 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 244940 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 282978 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 165773 |
| IRS990/CYOtherExpensesAmt | 0 | 621659 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 534925 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 248810 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 113207 |
| IRS990/CYTotalExpensesAmt | 0 | 734866 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 2178 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 983676 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | MANAGEMENT DEVELOPMENT PROGRAMS: THE AFSAEF LEADERSHIP DEVELOPMENT PROGRAM WAS HELD AT THE UNIVERSITY OF NORTH CAROLINA CHAPEL HILL WITH 36 PARTICIPANTS FROM 11 AFSA MEMBER COMPANIES. SESSIONS ADDRESSED LEADERSHIP, STRATEGIC THINKING, NEGOTIATIONS, PRESENTATION SKILLs, ETHICS, & TEAM BUILDING EXERCISES. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 263976 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 5483 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 12017 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 17500 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 341 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 748 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 1089 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 13015 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 28524 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 41539 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 23117 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 23117 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 17 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 18 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 19 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 20 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 21 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 22 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 23 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 24 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 25 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 26 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 27 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 28 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 29 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 30 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 31 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 32 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 33 | 37.50 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 16 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 17 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 18 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 19 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 20 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 21 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 22 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 23 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 24 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 25 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 26 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 27 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 28 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 29 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 30 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 31 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 32 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 21 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 22 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 23 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 24 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 25 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 26 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 27 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 28 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 29 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 30 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 31 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 32 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 33 | 58552 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | VIRGINIA C HERRING |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ANN BYBEE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JOE MCCAW |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Nathan Benson |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | BRADFORD D BORCHERS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Joe H Burgamy |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | WILLIAM C DUNKELBERG PHD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Rex J Ellison |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | FREDERICK W GEISSINGER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | TIM HARRELSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Phil E Hitz |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | MARK KACZYNSKI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | Martin Less |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | Jonathon Levin |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | Janet Matricciani |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | MARY H MCDOWELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | ANDREW MORRISON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | Kathy Ruble |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | James W Schneider |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 19 | TIMOTHY L STANLEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 20 | CHRIS S STINEBERT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 21 | ROBERT TROJAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 22 | CHARLES D WALTERS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 23 | Marguerite Watanabe |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 24 | Elizabeth Webb |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 25 | MARY D CAROLAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 26 | HARRY GOFF |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 27 | IRWIN B HOLZMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 28 | SANDY MCLEAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 29 | Gary L Phillips |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 30 | JAMES F SMITH PHD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 31 | Andrew Stuart |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 32 | LINDA H WELLS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 33 | M SUSIE IRVINE |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 21 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 22 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 23 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 24 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 25 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 26 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 27 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 28 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 29 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 30 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 31 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 32 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 33 | 153370 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 21 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 22 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 23 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 24 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 25 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 26 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 27 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 28 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 29 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 30 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 31 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 32 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 33 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VICE CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | SECRETARY/TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | DirECTOR (as OF OCT 2015) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Director (as of Oct 2015) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | dirECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Director (as of Oct 2015) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | dirECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Director (as of Oct 2015) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | DirECTOR (as OF OCT 2015) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | DirECTOR (as OF OCT 2015) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | DirECTOR (as OF OCT 2015) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | Director (as of Oct 2015) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 19 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 20 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 21 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 22 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 23 | DirECTOR (as OF OCT 2015) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 24 | DirECTOR (as OF OCT 2015) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 25 | DIRECTOR (UNTIL OCT 2015) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 26 | DIRECTOR (UNTIL OCT 2015) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 27 | DIRECTOR (UNTIL OCT 2015) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 28 | DIRECTOR (UNTIL OCT 2015) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 29 | DIRECTOR (UNTIL OCT 2015) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 30 | DIRECTOR (UNTIL OCT 2015) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 31 | DirECTOR (UNTIL OCT 2015) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 32 | DIRECTOR (UNTIL OCT 2015) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 33 | President & CEO |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 0 |
| IRS990/FormationYr | 0 | 1990 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 31061 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 25 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 744142 |
| IRS990/GrossReceiptsAmt | 0 | 1696757 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 25 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 1140 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 1140 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 5701 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 5701 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 134712 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 134712 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 4729171 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 5171084 |
| IRS990/IRPDocumentCnt | 0 | 2 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 42639 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 20684 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 20684 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 63323 |
| IRS990/LegalDomicileStateCd | 0 | DC |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 713081 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | 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 CuRRICULA TO EDUCATE STUDENTS IN MIDDLE SCHOOL, HIGH SCHOOL AND COLLEGE. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 5337338 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 5394579 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 31061 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 31061 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -191569 |
| IRS990/NoncashContributionsAmt | 0 | 5144 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 438 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 6087 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 26547 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 33072 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | Education & training |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 239568 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 239568 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 643501 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 631692 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 60 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 5900 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 5960 |
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Displayed year
2015 • Form 990Detailed filing. Detailed filing data is available for this year.