Civic Intelligence

Afsa Education Foundation

990 • Fiscal year 2016 • EIN 52-1673101

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 03, 2017

Organization ProfileWWW.AFSAEF.ORG
919 EIGHTEENTH STREET 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

39th percentile

0.09x

Higher debt load relative to assets than 39% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

0.66x

Higher debt load relative to revenue than 75% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

82nd percentile

22%

Higher net margin than 82% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

59th percentile

$140,380

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

69th percentile

7.6%

Faster asset growth than 69% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

27th percentile

-6.4%

Faster revenue growth than 27% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$6,488,251

Up $459,325 (+7.6%) from 2015

Net Assets

Up

$5,884,227

Up $489,648 (+9.1%) from 2015

Liabilities

Down

$604,024

Down $30,323 (-4.8%) from 2015

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin82nd percentile

Revenue

Down

$920,410

Down $63,266 (-6.4%) from 2015

Expenses

Down

$720,326

Down $14,540 (-2.0%) from 2015

Net Income

Down

$200,084

Down $48,726 (-20%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2016

Assets$6,488,251
Liabilities$604,024
Net Assets$5,884,227
Open 2016 Filing

Operations Trend

Revenue Growth27th 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

2016

Revenue$920,410
Expenses$720,326
Net Income$200,084
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 3, 2017
Return Version
2016v3.0
Gross Receipts
$3,383,552
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$5,171,084$5,872,227▲ $701,143
Pledges and Grants Receivable$756,867$298,301▼ $458,566
Cash and Non-Interest-Bearing Accounts$67,380$207,883▲ $140,503
Land, Buildings, and Equipment, Net$20,684$66,464▲ $45,780
Accounts Receivable$12,911$34,611▲ $21,700
Prepaid Expenses and Deferred Charges$0$8,765▲ $8,765
Total Assets$6,028,926$6,488,251▲ $459,325
Liabilities
Other Liabilities$631,692$596,500▼ $35,192
Accounts Payable and Accrued Expenses$2,655$7,424▲ $4,769
Deferred Revenue$0$100▲ $100
Total Liabilities$634,347$604,024▼ $30,323
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,575,365$4,575,365→ $0
Unrestricted Net Assets$558,390$751,615▲ $193,225
Temporarily Rstr Net Assets$260,824$557,247▲ $296,423
Total Net Assets Fund Balance$5,394,579$5,884,227▲ $489,648
Total Liabilities and Net Assets / Fund Balance$6,028,926$6,488,251▲ $459,325

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$66,464$47,370$113,834

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$4,772,153-▲ $375,039$92,286$5,054,906
2015$4,730,806$163,753▼ $32,932$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
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
M Susie IrvineExec Director (to 11/16)FT$116,993$23,387$140,380
Rhonda AshburnExec Director (as of 11/16)FT$21,303$570$21,873

Board Members and Trustees

NameTitle
Ginger HerringChair
Andrew MorrisonDirector
Ann BybeeDirector
Bradford D BorchersDirector
Elizabeth WebbDirector
James W SchneiderDirector
Janet MatriccianiDirector
Joan ReboljDirector
Joseph McCawDirector
Kathy RubleDirector
Mark KaczynskiDirector
Martin LessDirector
Mary H McdowellDirector
Rex J EllisonDirector
Rick GeissingerDirector
Tim HarrelsonDirector
Timothy L StanleyDirector
William C Dunkelberg PhdDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$198,531
Program Service Revenue
$521,650
Investment Income
$200,229
Other Revenue
$0
All Other Contributions
$198,531
Change in Net Assets
$200,084

Audited Revenue Reconciliation

Revenue per Audited Statements
$897,078
Revenue Not Reported on Financial Statements
$23,332
Revenue Not Reported on Form 990
$561,813
Total Revenue per Audited Statements
$1,458,891
Total Revenue per Form 990
$920,410
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$641,030
Salaries, Compensation, and Employee Benefits$79,296
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$252,490$10,204-$262,694
Other Salaries and Wages$60,885$615-$61,500
Fees for Services Other$53,207--$53,207
Travel$7,288$26,065-$33,353
Other Expenses$212,128$24,100-$24,100
Fees for Service Investment Mgmnt Fees-$23,332-$23,332
Other Employee Benefits$12,856$130-$12,986
Fees for Services Accounting-$12,875-$12,875
Office Expenses$6,864$1,730-$8,594
Insurance-$6,015-$6,015
Payroll Taxes$4,762$48-$4,810
Depreciation Depletion$4,685$47-$4,732
Total Functional Expenses$615,165$105,161$0$720,326

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$969,243
Total Expenses per Form 990$720,326
Expenses per Audited Statements$696,994
Expenses Not Reported on Form 990$272,249
Expenses Not Reported on Financial Statements$23,332
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$596,500
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
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“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 15

“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.”

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 No 300, WASHINGTON, DC 20006-5503

Signing Officer

Name
Rhonda Ashburn
Title
Executive Director
Phone
2024668611
Signed
2017-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rhonda Ashburn
Formed
1990
Legal Domicile
Dc
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
18

Preparer

Firm
Tate and Tryon
Address
2021 L Street NW Suite 400, Washington, DC 20036
Preparer
R Michael Sorrells
Phone
2022932200
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

“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.”

Raw XML AppendixShowing 400 of 553 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/BOYAmt02655
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt07424
IRS990/AccountsReceivableGrp/BOYAmt012911
IRS990/AccountsReceivableGrp/EOYAmt034611
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO EDUCATE THE PUBLIC ON FINANCIAL LITERACY.
IRS990/AllOtherContributionsAmt0198531
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0The Organization
IRS990/BooksInCareOfDetail/PhoneNum02024668611
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0919 EIGHTEENTH STREET No 300
IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0200065503
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt067380
IRS990/CashNonInterestBearingGrp/EOYAmt0207883
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd01
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt010204
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0252490
IRS990/ConferencesMeetingsGrp/TotalAmt0262694
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0198531
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0200229
IRS990/CYOtherExpensesAmt0641030
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0521650
IRS990/CYRevenuesLessExpensesAmt0200084
IRS990/CYSalariesCompEmpBnftPaidAmt079296
IRS990/CYTotalExpensesAmt0720326
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0920410
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt0100
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt047
IRS990/DepreciationDepletionGrp/ProgramServicesAmt04685
IRS990/DepreciationDepletionGrp/TotalAmt04732
IRS990/Desc0Management Development programs: The AFSAEF Leadership Development Program was held at the Univ. of North Carolina, Chapel Hill with 30 participants from 11 AFSA member companies. Participants have the opportunity to hone their leadership, strategic thinking, and performance skills and think outside the box.The EDGE (Education, Development, Growth & Enrichment) Program was held at Mercer Univ., in Atlanta, Georgia with 122 participants from 22 AFSA member companies. This two year program provides high quality training for branch managers and team leaders by providing layered modules of learning.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0483210
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012875
IRS990/FeesForServicesAccountingGrp/TotalAmt012875
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt053207
IRS990/FeesForServicesOtherGrp/TotalAmt053207
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt023332
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt023332
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1837.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1937.50
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/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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/OtherCompensationAmt1823387
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt19570
IRS990/Form990PartVIISectionAGrp/PersonNm0Ginger Herring
IRS990/Form990PartVIISectionAGrp/PersonNm1Ann Bybee
IRS990/Form990PartVIISectionAGrp/PersonNm2Joseph McCaw
IRS990/Form990PartVIISectionAGrp/PersonNm3BRADFORD D BORCHERS
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM C DUNKELBERG PHD
IRS990/Form990PartVIISectionAGrp/PersonNm5Rex J Ellison
IRS990/Form990PartVIISectionAGrp/PersonNm6Rick Geissinger
IRS990/Form990PartVIISectionAGrp/PersonNm7TIM HARRELSON
IRS990/Form990PartVIISectionAGrp/PersonNm8MARK KACZYNSKI
IRS990/Form990PartVIISectionAGrp/PersonNm9Martin Less
IRS990/Form990PartVIISectionAGrp/PersonNm10Janet Matricciani
IRS990/Form990PartVIISectionAGrp/PersonNm11MARY H MCDOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm12ANDREW MORRISON
IRS990/Form990PartVIISectionAGrp/PersonNm13Kathy Ruble
IRS990/Form990PartVIISectionAGrp/PersonNm14James W Schneider
IRS990/Form990PartVIISectionAGrp/PersonNm15TIMOTHY L STANLEY
IRS990/Form990PartVIISectionAGrp/PersonNm16Elizabeth Webb
IRS990/Form990PartVIISectionAGrp/PersonNm17Joan Rebolj
IRS990/Form990PartVIISectionAGrp/PersonNm18M Susie Irvine
IRS990/Form990PartVIISectionAGrp/PersonNm19Rhonda Ashburn
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/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18116993
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1921303
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/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
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/TitleTxt18Exec Director (to 11/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt19Exec Director (as of 11/16)
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt069622
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02532764
IRS990/GrossReceiptsAmt03383552
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt06015
IRS990/InsuranceGrp/TotalAmt06015
IRS990/InvestmentIncomeGrp/ExclusionAmt0130607
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0130607
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05171084
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05872227
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt047370
IRS990/LandBldgEquipBasisNetGrp/BOYAmt020684
IRS990/LandBldgEquipBasisNetGrp/EOYAmt066464
IRS990/LandBldgEquipCostOrOtherBssAmt0113834
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02463142
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 CuRRICULA TO EDUCATE STUDENTS IN MIDDLE SCHOOL, HIGH SCHOOL AND COLLEGE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05394579
IRS990/NetAssetsOrFundBalancesEOYAmt05884227
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt069622
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt069622
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0289564
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01730
IRS990/OfficeExpensesGrp/ProgramServicesAmt06864
IRS990/OfficeExpensesGrp/TotalAmt08594
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0130
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt012856
IRS990/OtherEmployeeBenefitsGrp/TotalAmt012986
IRS990/OtherExpensesGrp/Desc0Education & training
IRS990/OtherExpensesGrp/Desc1Bad debt expense
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt124100
IRS990/OtherExpensesGrp/ProgramServicesAmt0212128
IRS990/OtherExpensesGrp/TotalAmt0212128
IRS990/OtherExpensesGrp/TotalAmt124100
IRS990/OtherLiabilitiesGrp/BOYAmt0631692
IRS990/OtherLiabilitiesGrp/EOYAmt0596500
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0615
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt060885
IRS990/OtherSalariesAndWagesGrp/TotalAmt061500
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt048
IRS990/PayrollTaxesGrp/ProgramServicesAmt04762
IRS990/PayrollTaxesGrp/TotalAmt04810
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04575365
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04575365
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0756867
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0298301
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08765
IRS990/PrincipalOfficerNm0Rhonda Ashburn
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0Registrations
IRS990/ProgramServiceRevenueGrp/Desc1MANAGEMENT DEVELOPMENT
IRS990/ProgramServiceRevenueGrp/Desc2Publications
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0292800
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1228000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2850
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0292800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1228000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2850
IRS990/ProgSrvcAccomActy2Grp/Desc0Moneyskill; the free internet-based personal finance course, Money$kill increases its reach each year with more than 3,000 teachers from all fifty states & several foreign countries enrolling more than 745,000 students since inception. Money$kill's curriculum & technology are updated each year. More than 1,500 teachers participated in 25 interactive Money$kill workshops across the country in 2016. AFSA Education Foundation focused on reaching teachers in states with personal finance requirements.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0131955
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0282978
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0165773
IRS990/PYOtherExpensesAmt0621659
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0534925
IRS990/PYRevenuesLessExpensesAmt0248810
IRS990/PYSalariesCompEmpBnftPaidAmt0113207
IRS990/PYTotalExpensesAmt0734866
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0983676
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0200084
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0521650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0198531
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0282978
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0581962
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0264196
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01746770
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03074437
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0130607
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0134712
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0122498
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt083316
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt073372
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0544505
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02379076
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.57570
IRS990ScheduleA/PublicSupportPY170Pct00.63530
IRS990ScheduleA/PublicSupportTotal170Amt02083308
IRS990ScheduleA/SubstantialContributorsTotAmt0991129
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0198531
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0282978
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0581962
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0264196
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01746770
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03074437
IRS990ScheduleA/TotalSupportAmt03618942
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04772153
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05054906
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0375039
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt092286
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04730806
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0163753
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04772153
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-32932
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt089474
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt083524
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04070873
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0517758
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04730806

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$6,488,251
Liabilities
$604,024
Net assets
$5,884,227
Revenue
$920,410
Expenses
$720,326
Net income
$200,084
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
2016Detailed filing. Detailed filing data is available for this year.$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