Civic Intelligence

Afsa Education Foundation

990 • Fiscal year 2020 • EIN 52-1673101

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 05, 2021

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

27th percentile

0.04x

Higher debt load relative to assets than 27% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.51x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

78th percentile

23%

Higher net margin than 78% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

78th percentile

$210,092

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 33.2% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

62nd percentile

11%

Faster asset growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-27%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$9,086,459

Up $930,865 (+11%) from 2019

Net Assets

Up

$8,763,795

Up $1,100,676 (+14%) from 2019

Liabilities

Down

$322,664

Down $169,811 (-34%) from 2019

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin78th percentile

Revenue

Down

$633,542

Down $233,510 (-27%) from 2019

Expenses

Down

$488,629

Down $218,708 (-31%) from 2019

Net Income

Down

$144,913

Down $14,802 (-9.3%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2020

Assets$9,086,459
Liabilities$322,664
Net Assets$8,763,795
Open 2020 Filing

Operations Trend

Revenue Growth16th 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

2020

Revenue$633,542
Expenses$488,629
Net Income$144,913
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 5, 2021
Return Version
2020v4.1
Gross Receipts
$817,475
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.

The mission of american financial services association education foundation (afsaef) is to educate consumers of all ages on personal finance concepts and help them realize the benefits of responsible money management while gaining a better understanding of the credit process.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,928,612$8,931,784▲ $1,003,172
Cash and Non-Interest-Bearing Accounts$62,374$81,892▲ $19,518
Land, Buildings, and Equipment, Net$96,430$70,283▼ $26,147
Prepaid Expenses and Deferred Charges$57,678$0▼ $57,678
Pledges and Grants Receivable$10,500$2,500▼ $8,000
Total Assets$8,155,594$9,086,459▲ $930,865
Liabilities
Other Liabilities$489,771$307,758▼ $182,013
Accounts Payable and Accrued Expenses$2,704$9,406▲ $6,702
Deferred Revenue-$5,500-
Total Liabilities$492,475$322,664▼ $169,811
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,562,459$7,338,279▲ $775,820
Net Assets Without Donor Restrictions$1,100,660$1,425,516▲ $324,856
Total Net Assets Fund Balance$7,663,119$8,763,795▲ $1,100,676
Total Liabilities and Net Assets / Fund Balance$8,155,594$9,086,459▲ $930,865

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$70,283$134,813$205,096

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$6,334,812$4,890▲ $816,730$181,769$6,974,663
2019$5,311,625$109,200▲ $1,090,216$176,229$6,334,812
2018$5,827,460-▼ $359,597$156,238$5,311,625
2017$5,054,906$298,450▲ $601,942$127,838$5,827,460
2016$4,772,153-▲ $375,039$92,286$5,054,906
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rhonda K AshburnExecutive DirectorFT$144,042$66,050$210,092

Board Members and Trustees

NameTitle
Rex J EllisonChair
Jonathon L LevinVice Chair
Andrew MorrisonDirector
Ann BybeeDirector
Bill HimplerDirector
Bob TrojanDirector
Elizabeth WebbDirector
Frederick W GeissingerDirector
James SchneiderDirector
Jeffrey CaseyDirector
John ShortDirector
Josh C JohnsonDirector
Kathy RubleDirector
Kevin James CullumDirector
Marguerite WatanabeDirector
Martin E LessDirector
Mary H McdowellDirector
Richard H Parker JrDirector
Shannon MokhiberDirector
Virginia C HerringDirector
William C DunkelbergSecretary/tresurer
Revenue and Support

Revenue Composition

Contributions and Grants
$567,805
Program Service Revenue
$300
Investment Income
$65,437
Other Revenue
$0
All Other Contributions
$567,805
Change in Net Assets
$144,913

Audited Revenue Reconciliation

Revenue per Audited Statements
$610,624
Revenue Not Reported on Financial Statements
$22,918
Revenue Not Reported on Form 990
$1,178,080
Total Revenue per Audited Statements
$1,788,704
Total Revenue per Form 990
$633,542
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$357,926
Salaries, Compensation, and Employee Benefits$130,703
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$141,237$1,200-$142,437
Information Technology$122,349--$122,349
Comp Disqual Persons$96,135$665-$96,800
Other Employee Benefits$29,412$203-$29,615
Depreciation Depletion$25,978$169-$26,147
Fees for Service Investment Mgmnt Fees-$22,918-$22,918
Fees for Services Accounting-$9,365-$9,365
Other Expenses-$8,990-$8,990
Conferences and Meetings$8,670--$8,670
Office Expenses$1,253$6,272-$7,525
Insurance-$5,313-$5,313
Pension Plan Contributions$4,259$29-$4,288
Travel$1,890$376-$2,266
Fees for Services Legal$618$1,328-$1,946
Total Functional Expenses$431,801$56,828$0$488,629

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$688,028
Total Expenses per Form 990$488,629
Expenses per Audited Statements$465,711
Expenses Not Reported on Form 990$222,317
Expenses Not Reported on Financial Statements$22,918
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$307,758
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 35% controlled entity
No
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 board receives a complete copy of the form 990 and the executive director reviews the form 990 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 the afsa foundation executive director, using comparability data where available. The afsa foundation board of directors has final approval authority over the executive director'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 NW NO 300, WASHINGTON, DC 20006-5503

Signing Officer

Name
Rhonda Ashburn
Title
Executive Director
Phone
2024668611
Signed
2021-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rhonda Ashburn
Formed
1990
Legal Domicile
Dc
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
21

Preparer

Firm
Matthews Carter & Boyce Pc
Address
12500 FAIR LAKES CIRCLE SUITE 260, FAIRFAX, VA 22033
Preparer
Charles R Deppe
Phone
7032183600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other consulting fees : program service expenses 141,237. Management and general expenses 1,200. Fundraising expenses 0. Total expenses 142,437.”

Financial Statement Notes

PART X, LINE 2:

“The foundation has analyzed its tax positions, and has concluded that no liability should be recorded related to any uncertain tax positions. The foundation is not aware of any tax positions which it believes will change materially in the next twelve months. If this position changes, the foundation will assess the impact of any such matters on its financial position and results of operations.”

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.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TRESURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
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
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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.
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IRS990/OfficeExpensesGrp/ProgramServicesAmt01253
IRS990/OfficeExpensesGrp/TotalAmt07525
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0203
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IRS990/ProgSrvcAccomActy2Grp/Desc0MONEYSKILL - AN ONLINE PERSONAL FINANCE COURSE WITH 37 MODULES IN ENGLISH AND SPANISH, EDUCATES STUDENTS ON BASIC UNDERSTANDING OF MONEY-MANAGEMENT FUNDAMENTALS AND IS AVAILABLE TO EDUCATORS AT NO COST. THE CURRICULUM INCLUDES CONTENT AREAS OF INCOME, EXPENSES, SAVING AND INVESTING, CREDIT, INSURANCE AND MORE. THE CURRICULUM IS DESIGNED TO BE USED AS ALL OR PART OF A PERSONAL FINANCE COURSE FOR STUDENTS IN MIDDLE SCHOOL LEVEL, HIGH SCHOOL, OR COLLEGE. THE AFSA EDUCATION FOUNDATION CONDUCTED OUTREACH TO APPROXIMATELY 17,000 INDIVIDUALS VIA CONFERENCES AND ORGANIZATIONAL COLLABORATION. OVER 1,600 NEW TEACHERS AND 92,000 STUDENTS ENROLLED IN MONEYSKILL
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,086,459
Liabilities
$322,664
Net assets
$8,763,795
Revenue
$633,542
Expenses
$488,629
Net income
$144,913
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
2020Detailed filing. Detailed filing data is available for this year.$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