Civic Intelligence

Jumpstart Coalition for Personal Financial Literacy

990 • Fiscal year 2018 • EIN 52-2031287

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization ProfileWWW.JUMPSTART.ORG

View Organization Page

1001 Connecticut Ave NW No 640Washington, DC 20036

(202) 846-6780

Siviq Scores

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

Liabilities / Assets

46th percentile

0.06x

Higher debt load relative to assets than 46% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.15x

Higher debt load relative to revenue than 59% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

17th percentile

-14%

Higher net margin than 17% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

88th percentile

$182,250

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

9th percentile

-14%

Faster asset growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$3,299,535

Down $544,793 (-14%) from 2017

Net Assets

Down

$3,088,629

Down $681,291 (-18%) from 2017

Liabilities

Up

$210,906

Up $136,498 (+183%) from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin17th percentile

Revenue

Up

$1,424,727

Up $151,298 (+12%) from 2017

Expenses

Up

$1,624,492

Up $75,977 (+4.9%) from 2017

Net Income

Up

-$199,765

Up $75,321 (+27%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $505,320Liabilities 2011: $175,264Net Assets 2011: $330,0562011Assets 2012: $4,474,103Liabilities 2012: $159,367Net Assets 2012: $4,314,7362012Assets 2013: $4,223,462Liabilities 2013: $173,776Net Assets 2013: $4,049,6862013Assets 2014: $4,103,512Liabilities 2014: $175,099Net Assets 2014: $3,928,4132014Assets 2015: $3,816,455Liabilities 2015: $355,514Net Assets 2015: $3,460,9412015Assets 2016: $3,727,775Liabilities 2016: $107,882Net Assets 2016: $3,619,8932016Assets 2017: $3,844,328Liabilities 2017: $74,408Net Assets 2017: $3,769,9202017Assets 2018: $3,299,535Liabilities 2018: $210,906Net Assets 2018: $3,088,6292018Assets 2019: $3,337,242Liabilities 2019: $530,337Net Assets 2019: $2,806,9052019Assets 2020: $2,733,309Liabilities 2020: $87,298Net Assets 2020: $2,646,0112020Assets 2021: $2,803,191Liabilities 2021: $105,910Net Assets 2021: $2,697,2812021Assets 2022: $2,867,874Liabilities 2022: $716,242Net Assets 2022: $2,151,6322022Assets 2023: $2,363,324Liabilities 2023: $437,371Net Assets 2023: $1,925,9532023Assets 2024: $1,840,268Liabilities 2024: $488,237Net Assets 2024: $1,352,0312024

Highlighted filing

2018

Assets$3,299,535
Liabilities$210,906
Net Assets$3,088,629
Open 2018 Filing

Operations Trend

Revenue Growth66th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,323,871Expenses 2011: $1,261,220Net Income 2011: $62,6512011Revenue 2012: $5,221,451Expenses 2012: $1,236,771Net Income 2012: $3,984,6802012Revenue 2013: $940,150Expenses 2013: $1,223,792Net Income 2013: -$283,6422013Revenue 2014: $1,142,550Expenses 2014: $1,346,295Net Income 2014: -$203,7452014Revenue 2015: $1,197,317Expenses 2015: $1,513,315Net Income 2015: -$315,9982015Revenue 2016: $1,395,578Expenses 2016: $1,388,790Net Income 2016: $6,7882016Revenue 2017: $1,273,429Expenses 2017: $1,548,515Net Income 2017: -$275,0862017Revenue 2018: $1,424,727Expenses 2018: $1,624,492Net Income 2018: -$199,7652018Revenue 2019: $1,235,530Expenses 2019: $1,956,215Net Income 2019: -$720,6852019Revenue 2020: $959,928Expenses 2020: $1,244,735Net Income 2020: -$284,8072020Revenue 2021: $2,370,827Expenses 2021: $1,676,264Net Income 2021: $694,5632021Revenue 2022: $1,876,011Expenses 2022: $1,944,531Net Income 2022: -$68,5202022Revenue 2023: $1,649,173Expenses 2023: $2,255,248Net Income 2023: -$606,0752023Revenue 2024: $1,576,392Expenses 2024: $2,258,809Net Income 2024: -$682,4172024

Highlighted filing

2018

Revenue$1,424,727
Expenses$1,624,492
Net Income-$199,765
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$2,005,152
Mission and Program Overview

Mission

Jumpstart is a coalition of diverse financial education stakeholders. These organizations work together to educate and prepare our nation's youth for life-long financial success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,661,988$3,047,321▼ $614,667
Cash and Non-Interest-Bearing Accounts$97,165$173,586▲ $76,421
Land, Buildings, and Equipment, Net$0$40,448▲ $40,448
Savings and Temporary Cash Investments$10,980$10,991▲ $11
Accounts Receivable$56,801$10,991▼ $45,810
Prepaid Expenses and Deferred Charges$12,071$10,875▼ $1,196
Total Assets$3,844,328$3,299,535▼ $544,793
Other Assets Total$5,323$5,323→ $0
Liabilities
Deferred Revenue$32,000$173,000▲ $141,000
Other Liabilities$23,347$19,069▼ $4,278
Accounts Payable and Accrued Expenses$19,061$18,837▼ $224
Total Liabilities$74,408$210,906▲ $136,498
Net Assets / Fund Balance
Unrestricted Net Assets$3,268,165$2,564,108▼ $704,057
Temporarily Rstr Net Assets$501,755$524,521▲ $22,766
Total Net Assets Fund Balance$3,769,920$3,088,629▼ $681,291
Total Liabilities and Net Assets / Fund Balance$3,844,328$3,299,535▼ $544,793

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$40,448-$40,448
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura Levine Non-votingPresident/CEOFT$174,793$7,457$182,250

Board Members and Trustees

NameTitle
Michael StatenChairman
Corey CarlisleVice Chairman
BARBARA O'NEILLDirector
Billy J HensleyDirector
Bob WebsterDirector
Casey CorteseDirector
Colleen KipfstuhlDirector
Colleen P TresslerDirector
Darlene GoinsDirector
Elizabeth OrtizDirector
Geraldine WalshDirector
Hugh NortonDirector
J Michael CollinsDirector
Jacqueline HowardDirector
John RyanDirector
Julia HeathDirector
Karl Kaluza Non-votingDirector
Laura ShipleyDirector
Lori MyersDirector
Lori SchockDirector
Michael J KasparDirector
Nan J MorrisonDirector
Olivia DibiaseDirector
Rebecca WigginsDirector
Rhonda AshburnDirector
Rod GriffinDirector
Susan MasonDirector
Wynne LumDirector
H Randy LivelyDirector Emeritus
William E OdomDirector Emeritus
Melanie MortimerSecretary
Vickie L BajtelsmitTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Daniel HebertDirects The Teacher Professional Develop51 JEFFERSON DR, Hillsboro, NH 03244$112,000
Revenue and Support

Revenue Composition

Contributions and Grants
$1,094,961
Program Service Revenue
$46,895
Investment Income
$282,871
Other Revenue
$0
All Other Contributions
$718,711
Change in Net Assets
$-199,765

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,424,727
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-481,526
Total Revenue per Audited Statements
$943,201
Total Revenue per Form 990
$1,424,727
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,112,693
Salaries, Compensation, and Employee Benefits$511,799
Total Fundraising Expense$82,440
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$418,752$90,195$11,422$520,369
Conferences and Meetings$354,803$5,357$41,331$401,491
Other Salaries and Wages$158,037$89,022$9,533$256,592
Current Officers, Directors, Trustees, and Key Employees$112,249$63,230$6,771$182,250
Occupancy-$61,589-$61,589
Travel$27,727$19,584$6,138$53,449
Other Employee Benefits$21,163$11,921$1,276$34,360
Payroll Taxes$18,514$10,429$1,117$30,060
Office Expenses$14,755$5,079$2,191$22,025
Pension Plan Contributions$5,258$2,962$317$8,537
Other Expenses$101,113$-101,113$2,344$0
Total Functional Expenses$1,262,063$279,989$82,440$1,624,492

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,624,492
Total Expenses per Audited Statements$1,624,492
Total Expenses per Form 990$1,624,492
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Deferred Rent$19,069
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 is reviewed by the president/ceo and audit committee prior to filing.”

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

“Any potential conflicts are reviewed by the board. Affected board members are prohibited from participating in discussions or voting on issues where a potential conflict may exist.”

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

“The compensation of the president/ceo 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
Jumpstart Coalition for Personal
EIN
52-2031287
Phone
2028466780
Address
1001 CONNECTICUT AVE NW NO 640, WASHINGTON, DC 20036

Signing Officer

Name
Laura Levine
Title
President/CEO
Phone
2024668610
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Levine
Formed
1997
Legal Domicile
Dc
Voting Board Members
31
Independent Board Members
31
Employees
4
Volunteers
2

Preparer

Firm
Matthews Carter & Boyce Pc
Address
12500 FAIR LAKES CIRCLE STE 260, FAIRFAX, VA 22031
Preparer
Charles R Deppe
Phone
7032183600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional fees: program service expenses 418,752. Management and general expenses 90,195. Fundraising expenses 11,422. Total expenses 520,369.”

FORM 990, PAGE 12, PART XII, LINE 2C:

“The audit committee was formed to approve selection of the auditor, monitor the audit process, follow-up on any audit findings, and review the audit and related financial information. This process has not changed in the current year.”

Financial Statement Notes

PART X, LINE 2:

“The coalition has adopted financial accounting standards board (fasb) accounting standards codification (asc) topic 740. Fasb asc 740 requires changes in recognition and measurement for uncertain tax positions. The coalition has analyzed its tax positions, and has concluded that no liability should be recorded related to any uncertain tax positions. The coalition is not aware of any tax positions which it believes will change materially in the next twelve months. If this position changes, the coalition will assess the impact of any such matters on its financial position and results of operations.”

Raw XML AppendixShowing 400 of 656 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm4COLLEEN KIPFSTUHL
IRS990/Form990PartVIISectionAGrp/PersonNm5NAN J MORRISON
IRS990/Form990PartVIISectionAGrp/PersonNm6DARLENE GOINS
IRS990/Form990PartVIISectionAGrp/PersonNm7JACQUELINE HOWARD
IRS990/Form990PartVIISectionAGrp/PersonNm8COLLEEN P TRESSLER
IRS990/Form990PartVIISectionAGrp/PersonNm9GERALDINE WALSH
IRS990/Form990PartVIISectionAGrp/PersonNm10SUSAN MASON
IRS990/Form990PartVIISectionAGrp/PersonNm11BARBARA O'NEILL
IRS990/Form990PartVIISectionAGrp/PersonNm12H RANDY LIVELY
IRS990/Form990PartVIISectionAGrp/PersonNm13WILLIAM E ODOM
IRS990/Form990PartVIISectionAGrp/PersonNm14MELANIE MORTIMER
IRS990/Form990PartVIISectionAGrp/PersonNm15MICHAEL J KASPAR
IRS990/Form990PartVIISectionAGrp/PersonNm16RHONDA ASHBURN
IRS990/Form990PartVIISectionAGrp/PersonNm17LORI SCHOCK
IRS990/Form990PartVIISectionAGrp/PersonNm18HUGH NORTON
IRS990/Form990PartVIISectionAGrp/PersonNm19REBECCA WIGGINS
IRS990/Form990PartVIISectionAGrp/PersonNm20VICKIE L BAJTELSMIT
IRS990/Form990PartVIISectionAGrp/PersonNm21WYNNE LUM
IRS990/Form990PartVIISectionAGrp/PersonNm22J MICHAEL COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm23JOHN RYAN
IRS990/Form990PartVIISectionAGrp/PersonNm24ROD GRIFFIN
IRS990/Form990PartVIISectionAGrp/PersonNm25BOB WEBSTER
IRS990/Form990PartVIISectionAGrp/PersonNm26LORI MYERS
IRS990/Form990PartVIISectionAGrp/PersonNm27LAURA SHIPLEY
IRS990/Form990PartVIISectionAGrp/PersonNm28JULIA HEATH
IRS990/Form990PartVIISectionAGrp/PersonNm29COREY CARLISLE
IRS990/Form990PartVIISectionAGrp/PersonNm30ELIZABETH ORTIZ
IRS990/Form990PartVIISectionAGrp/PersonNm31KARL KALUZA NON-VOTING
IRS990/Form990PartVIISectionAGrp/PersonNm32LAURA LEVINE NON-VOTING
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN
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 EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt32PRESIDENT/CEO
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IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0206642
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt031
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0787067
IRS990/GrossReceiptsAmt02005152
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt031
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0JUMPSTART IS A COALITION OF DIVERSE FINANCIAL EDUCATION STAKEHOLDERS. THESE ORGANIZATIONS WORK TOGETHER TO EDUCATE AND PREPARE OUR NATION'S YOUTH FOR LIFE-LONG FINANCIAL SUCCESS.
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IRS990/OfficeExpensesGrp/ProgramServicesAmt014755
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IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
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IRS990/OtherChangesInNetAssetsAmt00
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011921
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt021163
IRS990/OtherEmployeeBenefitsGrp/TotalAmt034360
IRS990/OtherExpensesGrp/Desc0OTHER
IRS990/OtherExpensesGrp/Desc1PAYROLL PROCESSING FEE
IRS990/OtherExpensesGrp/Desc2INDIRECT ALLOCATION
IRS990/OtherExpensesGrp/FundraisingAmt02344
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015509

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,299,535
Liabilities
$210,906
Net assets
$3,088,629
Revenue
$1,424,727
Expenses
$1,624,492
Net income
-$199,765
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.84$0.49$1.35$1.58$2.26$0.68
2023Detailed filing. Detailed filing data is available for this year.$2.36$0.44$1.93$1.65$2.26$0.61
2022Detailed filing. Detailed filing data is available for this year.$2.87$0.72$2.15$1.88$1.94$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.80$0.11$2.70$2.37$1.68$0.69
2020Detailed filing. Detailed filing data is available for this year.$2.73$0.09$2.65$0.96$1.24$0.28
2019Detailed filing. Detailed filing data is available for this year.$3.34$0.53$2.81$1.24$1.96$0.72
2018Detailed filing. Detailed filing data is available for this year.$3.30$0.21$3.09$1.42$1.62$0.20
2017Detailed filing. Detailed filing data is available for this year.$3.84$0.07$3.77$1.27$1.55$0.28
2016Detailed filing. Detailed filing data is available for this year.$3.73$0.11$3.62$1.40$1.39$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.82$0.36$3.46$1.20$1.51$0.32
2014Detailed filing. Detailed filing data is available for this year.$4.10$0.18$3.93$1.14$1.35$0.20
2013Detailed filing. Detailed filing data is available for this year.$4.22$0.17$4.05$0.94$1.22$0.28
2012Summary only. Only limited summary data is available for this year.$4.47$0.16$4.31$5.22$1.24$3.98
2011Summary only. Only limited summary data is available for this year.$0.51$0.18$0.33$1.32$1.26$0.06