Society for Financial Educatio

“Una daniels-edwards theodore daniels vp president daughter gloria daniels theodore daniels secretary president spouse”

“The return is distributed to all board members for review.”

“Section 6104 requires an organization to make its form 1023, 990, and 990- t available for public inspection. It is available upon request, see 2023 return.”

“Governing documents are made available upon request.”

“The amounts reported on form 990, part ix, differ from the financial statements due to the organization's use of the cash basis of accounting for tax reporting purposes. Accrual-based items such as accrued payroll, accounts payable, and accounts receivable were reversed in the return to comply with irs cash basis reporting rules.”

“In 2024, the society for financial education & professional development (sfepd) significantly advanced its mission to enhance financial and economic literacy across the united states. The organization expanded its student ambassador program to 42 historically black colleges and universities (hbcus), engaging 230 ambassadors who facilitated peer-led financial education initiatives on their campuses. Sfepd also launched the "mind over money skills" certification program in collaboration with hampton university, offering an eight-module curriculum covering essential financial topics such as budgeting, credit management, investing, and generational wealth building. Additionally, sfepd conducted a series of seminars and workshops aimed at individuals and families, focusing on practical financial skills to empower participants to make informed economic decisions.”

“A prior period adjustment was made to correct the beginning net assets balance. The ending net assets reported on the prior years form 990 did not accurately reflect the organizations financial position due to an error. The adjustment aligns beginning net assets for the current year with corrected balances on a cash basis.”