Civic Intelligence

Shenandoah Valley Economic Educatio

EIN 54-1168566 • 501(c)3 • Harrisonburg, VA

Profile

The organization provides funding for a teacher consultant program through james madison university to provide economic programs and materials to public schools in harrisonburg and rockingham county.

4712 Cromer RoadHarrisonburg, VA 22802

www.sveedu.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

35th percentile

0.02x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

60th percentile

0.14x

Higher debt load relative to revenue than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

62nd percentile

8.8%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

26th percentile

-6.2%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,942,713

Up $157,519 (+8.8%) from 2024

Liabilities

Up

$29,671

Up $6,272 (+27%) from 2024

Net Assets

Up

$1,913,042

Up $151,247 (+8.6%) from 2024

Revenue

Down

$208,390

Down $13,718 (-6.2%) from 2024

Expenses

Down

$146,967

Down $11,948 (-7.5%) from 2024

Net Income

Down

$61,423

Down $1,770 (-2.8%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,272,986Liabilities 2011: $0Net Assets 2011: $1,272,9862011Assets 2012: $1,201,692Liabilities 2012: $0Net Assets 2012: $1,201,6922012Assets 2013: $1,286,021Liabilities 2013: $0Net Assets 2013: $1,286,0212013Assets 2014: $1,453,850Liabilities 2014: $0Net Assets 2014: $1,453,8502014Assets 2015: $1,431,080Liabilities 2015: $0Net Assets 2015: $1,431,0802015Assets 2016: $1,394,188Liabilities 2016: $0Net Assets 2016: $1,394,1882016Assets 2017: $1,469,370Liabilities 2017: $0Net Assets 2017: $1,469,3702017Assets 2018: $1,506,478Liabilities 2018: $0Net Assets 2018: $1,506,4782018Assets 2019: $1,542,389Liabilities 2019: $0Net Assets 2019: $1,542,3892019Assets 2020: $1,530,074Liabilities 2020: $0Net Assets 2020: $1,530,0742020Assets 2021: $1,566,845Liabilities 2021: $0Net Assets 2021: $1,566,8452021Assets 2022: $1,644,586Liabilities 2022: $10,305Net Assets 2022: $1,634,2812022Assets 2023: $1,631,089Liabilities 2023: $34,242Net Assets 2023: $1,596,8472023Assets 2024: $1,785,194Liabilities 2024: $23,399Net Assets 2024: $1,761,7952024Assets 2025: $1,942,713Liabilities 2025: $29,671Net Assets 2025: $1,913,0422025

Highlighted filing

2025

Assets$1,942,713
Liabilities$29,671
Net Assets$1,913,042

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $84,314Expenses 2011: $83,808Net Income 2011: $5062011Revenue 2012: $77,827Expenses 2012: $100,118Net Income 2012: -$22,2912012Revenue 2013: $98,662Expenses 2013: $110,154Net Income 2013: -$11,4922013Revenue 2014: $77,726Expenses 2014: $79,452Net Income 2014: -$1,7262014Revenue 2015: $53,701Expenses 2015: $86,538Net Income 2015: -$32,8372015Revenue 2016: $64,000Expenses 2016: $92,923Net Income 2016: -$28,9232016Revenue 2017: $96,712Expenses 2017: $98,230Net Income 2017: -$1,5182017Revenue 2018: $106,456Expenses 2018: $89,184Net Income 2018: $17,2722018Revenue 2019: $80,631Expenses 2019: $107,325Net Income 2019: -$26,6942019Revenue 2020: $88,450Expenses 2020: $118,864Net Income 2020: -$30,4142020Revenue 2021: $178,380Expenses 2021: $348,685Net Income 2021: -$170,3052021Revenue 2022: $382,179Expenses 2022: $145,044Net Income 2022: $237,1352022Revenue 2023: $185,038Expenses 2023: $144,039Net Income 2023: $40,9992023Revenue 2024: $222,108Expenses 2024: $158,915Net Income 2024: $63,1932024Revenue 2025: $208,390Expenses 2025: $146,967Net Income 2025: $61,4232025

Highlighted filing

2025

Revenue$208,390
Expenses$146,967
Net Income$61,423

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.03$1.91$0.21$0.15$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.02$1.76$0.22$0.16$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.03$1.60$0.19$0.14$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.01$1.63$0.38$0.15$0.24
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.00$1.57$0.18$0.35$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.09$0.12$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.00$1.54$0.08$0.11$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.11$0.09$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.10$0.10$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.06$0.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.05$0.09$0.03
2014Summary only. Only limited summary data is available for this year.$1.45$0.00$1.45$0.08$0.08$0.00
2013Summary only. Only limited summary data is available for this year.$1.29$0.00$1.29$0.10$0.11$0.01
2012Summary only. Only limited summary data is available for this year.$1.20$0.00$1.20$0.08$0.10$0.02
2011Summary only. Only limited summary data is available for this year.$1.27$0.00$1.27$0.08$0.08$0.00
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 8, 2022
Return Version
2020v4.0
Gross Receipts
$178,380
Mission and Program Overview

Mission

The organization provides funding for a teacher consultant program through james madison university to provide economic programs and materials to public schools in harrisonburg and rockingham county.

Yes promotes economic and financial literacy education in the shenandoah valley of virginia. We are a trusted partner and advocate who provides innovative and relevant training for k-12 teachers to enable them to offer their students with engaging and interactive lesson plans and activities with the goal of mastering economics and financial literacy concepts, preparing them to succeed.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$60,630$69,326▲ $8,696
Total Assets$1,530,074$1,566,845▲ $36,771
Other Assets Total$1,469,444$1,497,519▲ $28,075
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,530,074$1,566,845▲ $36,771
Total Net Assets Fund Balance$1,530,074$1,566,845▲ $36,771
Total Liabilities and Net Assets / Fund Balance$1,530,074$1,566,845▲ $36,771

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,497,519--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Abe ShearerChairman
Stephanne S ByrdVice-chairma
Quinton CallahanDesignated D
Skip WeakleyDesignated D
Dr Michael BusingEx-officio D
Charles a MartoranaMember at La
Chris RunionMember at La
Fred ShowkerMember at La
Karen WiggintonMember at La
Lydia HeatwoleMember at La
Mark HannaMember at La
Matt Von SchuchMember at La
W Price LineweaverMember at La
Winston Weaver JrMember at La
Frank TamberrinoSecretary
Paul S ClineTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$53,340
Program Service Revenue
$0
Investment Income
$125,040
Other Revenue
$0
All Other Contributions
$38,340
Change in Net Assets
$-170,305
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$315,963
Other Expenses$32,722
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$315,963--$315,963
Fees for Service Investment Mgmnt Fees-$15,456-$15,456
Fees for Services Accounting-$2,379-$2,379
Office Expenses-$299-$299
Other Expenses$500$175-$175
All Other Expenses$106--$106
Fees for Services Legal-$31-$31
Total Functional Expenses$317,369$31,316$0$348,685
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Community FoundationHarrisonburg, VA--$220,416
James Madison UniversityHarrisonburg, VA--$88,197
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The organization's finance committee will review the 990 and forward to the full board electronically with any comments they have, enabling other board members to provide any additional input they deem necessary prior to filing.

Form 990, Page 6, Part VI, Line 19

The organization makes it's financial statements available to the public via the organization's website. It's governing documents and conflict of interest policy are available upon request.

Filing and Contact Details

Filer

Filer Name
Your Economic Success
EIN
54-1168566
Phone
5404785006
Address
4712 CROMER ROAD, HARRISONBURG, VA 22802

Signing Officer

Name
Stephanne S Byrd
Title
Vice-chairman
Phone
5404785006
Signed
2022-02-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul S Cline
Formed
1981
Legal Domicile
Va
Voting Board Members
16
Independent Board Members
16
Employees
0

Preparer

Firm
Advantage Accounting & Tax Solutions Inc
Address
721 N MAIN ST, HARRISONBURG, VA 22802
Preparer
Kirk B Knott CPA
Phone
5404341706
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Yes promotes economic and financial literacy education in the shenandoah valley of virginia. We are a trusted partner and advocate who provides innovative and relevant training for k-12 teachers to enable them to offer their students with engaging and interactive lesson plans and activities with the goal of mastering economics and financial literacy concepts, preparing them to succeed.

Form 990, Page 2, Part III, Line 4A

Payments to james madison university to support a full-time teacher advocate and consultant who delivers economic and financial literacy educational programs and resources to educators locally, regionally, statewide, and nationally. In our traditional teacher training workshops, we served 255 teachers in the 2020-2021 school year. With a standard multiplier of 80 students per teacher (averaged across grade levels, ranging from 25 per teacher in elementary to 150 per teacher in high school), that means we served 20,400 students. Beyond traditional workshops, our outreach included: gem fair, fbla and boys and girls club - 72 teachers and 570 students. State level reading makes cent programming, 130 librarians serving 90,000 students. National webinars, 250 teachers serving 20,000 students.

Form 990, Page 2, Part III, Line 4C

Yes and it's board partnered with mike gochenour of janney montgomery scott and many area banks to collaborate with the explore more discovery museum in downtown harrisonburg to develop a cash flow ball maze exhibit that has elements of earning, investing, spending, sharing, and saving. Yes-funded teacher advocate and consultant, john kruggel, works closely with the museum's exhibit designer to create fun and engaging exercises and activities as well as age-appropriate economics materials for school field trips. The total cost of the cash flow exhibit was 317,000. The yes board and yes supporters contributed a total of 118,520 with 15,270 in direct contributions from yes granted in 2019-2020 and another 4,000 granted in 2020-2021. Yes board members also met with and encouraged the local banking community to participate with us and collectively, area banks contributed 48,500.

Form 990, Page 2, Part III, Line 4D

To reclassify custodial funds invested at the community foundation to a non-custodial designated fund at the community foundation per their auditor.

Raw XML Appendix398 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
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0YES PROMOTES ECONOMIC AND FINANCIAL LITERACY EDUCATION IN THE SHENANDOAH VALLEY OF VIRGINIA. WE ARE A TRUSTED PARTNER AND ADVOCATE WHO PROVIDES INNOVATIVE AND RELEVANT TRAINING FOR K-12 TEACHERS TO ENABLE THEM TO OFFER THEIR STUDENTS WITH ENGAGING AND INTERACTIVE LESSON PLANS AND ACTIVITIES WITH THE GOAL OF MASTERING ECONOMICS AND FINANCIAL LITERACY CONCEPTS, PREPARING THEM TO SUCCEED.
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IRS990/BooksInCareOfDetail/PersonNm0PAUL S CLINE
IRS990/BooksInCareOfDetail/PhoneNum05404785006
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04712 CROMER ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0HARRISONBURG
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022802
IRS990/BusinessRlnWith35CtrlEntInd0false
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IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt060630
IRS990/CashNonInterestBearingGrp/EOYAmt069326
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt053340
IRS990/CYGrantsAndSimilarPaidAmt0315963
IRS990/CYInvestmentIncomeAmt0125040
IRS990/CYOtherExpensesAmt032722
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IRS990/CYRevenuesLessExpensesAmt0-170305
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IRS990/CYTotalExpensesAmt0348685
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0178380
IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PAYMENTS TO JAMES MADISON UNIVERSITY TO SUPPORT A FULL-TIME TEACHER ADVOCATE AND CONSULTANT WHO DELIVERS ECONOMIC AND FINANCIAL LITERACY EDUCATIONAL PROGRAMS AND RESOURCES TO EDUCATORS LOCALLY, REGIONALLY, STATEWIDE, AND NATIONALLY. IN OUR TRADITIONAL TEACHER TRAINING WORKSHOPS, WE SERVED 255 TEACHERS IN THE 2020-2021 SCHOOL YEAR. WITH A STANDARD MULTIPLIER OF 80 STUDENTS PER TEACHER (AVERAGED ACROSS GRADE LEVELS, RANGING FROM 25 PER TEACHER IN ELEMENTARY TO 150 PER TEACHER IN HIGH SCHOOL), THAT MEANS WE SERVED 20,400 STUDENTS. BEYOND TRADITIONAL WORKSHOPS, OUR OUTREACH INCLUDED: GEM FAIR, FBLA AND BOYS AND GIRLS CLUB - 72 TEACHERS AND 570 STUDENTS. STATE LEVEL READING MAKES CENT PROGRAMMING, 130 LIBRARIANS SERVING 90,000 STUDENTS. NATIONAL WEBINARS, 250 TEACHERS SERVING 20,000 STUDENTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
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IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt088197
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02379
IRS990/FeesForServicesAccountingGrp/TotalAmt02379
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IRS990/FeesForServicesLegalGrp/TotalAmt031
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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt015456
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
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IRS990/Form990PartVIISectionAGrp/PersonNm0STEPHANNE S BYRD
IRS990/Form990PartVIISectionAGrp/PersonNm1QUINTON CALLAHAN
IRS990/Form990PartVIISectionAGrp/PersonNm2PAUL S CLINE
IRS990/Form990PartVIISectionAGrp/PersonNm3MARK HANNA
IRS990/Form990PartVIISectionAGrp/PersonNm4LYDIA HEATWOLE
IRS990/Form990PartVIISectionAGrp/PersonNm5WINSTON WEAVER JR
IRS990/Form990PartVIISectionAGrp/PersonNm6W PRICE LINEWEAVER
IRS990/Form990PartVIISectionAGrp/PersonNm7CHARLES A MARTORANA
IRS990/Form990PartVIISectionAGrp/PersonNm8CHRIS RUNION
IRS990/Form990PartVIISectionAGrp/PersonNm9MATT VON SCHUCH
IRS990/Form990PartVIISectionAGrp/PersonNm10ABE SHEARER
IRS990/Form990PartVIISectionAGrp/PersonNm11FRED SHOWKER
IRS990/Form990PartVIISectionAGrp/PersonNm12FRANK TAMBERRINO
IRS990/Form990PartVIISectionAGrp/PersonNm13SKIP WEAKLEY
IRS990/Form990PartVIISectionAGrp/PersonNm14KAREN WIGGINTON
IRS990/Form990PartVIISectionAGrp/PersonNm15DR MICHAEL BUSING
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE-CHAIRMA
IRS990/Form990PartVIISectionAGrp/TitleTxt1DESIGNATED D
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER AT LA
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER AT LA
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER AT LA
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER AT LA
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER AT LA
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER AT LA
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER AT LA
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER AT LA
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13DESIGNATED D
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER AT LA
IRS990/Form990PartVIISectionAGrp/TitleTxt15EX-OFFICIO D
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0YES PROMOTES ECONOMIC AND FINANCIAL LITERACY EDUCATION IN THE SHENANDOAH VALLEY OF VIRGINIA. WE ARE A TRUSTED PARTNER AND ADVOCATE WHO PROVIDES INNOVATIVE AND RELEVANT TRAINING FOR K-12 TEACHERS TO ENABLE THEM TO OFFER THEIR STUDENTS WITH ENGAGING AND INTERACTIVE LESSON PLANS AND ACTIVITIES WITH THE GOAL OF MASTERING ECONOMICS AND FINANCIAL LITERACY CONCEPTS, PREPARING THEM TO SUCCEED.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt01566845
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt088458
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01566845
IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OfficeExpensesGrp/TotalAmt0299
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IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc0REBRANDING
IRS990/OtherExpensesGrp/Desc1YES STORY COMPETITION
IRS990/OtherExpensesGrp/Desc2BOYS & GIRLS CLUB SUMMER
IRS990/OtherExpensesGrp/Desc3STATE CORPORATION FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012976
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1175
IRS990/OtherExpensesGrp/ProgramServicesAmt0800
IRS990/OtherExpensesGrp/ProgramServicesAmt1500
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IRS990/OtherExpensesGrp/TotalAmt1800
IRS990/OtherExpensesGrp/TotalAmt2500
IRS990/OtherExpensesGrp/TotalAmt3175
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0PAUL S CLINE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0HARRISONBURG-ROCKINGHAM ECONOMIC EDUCATOR ANNUAL AWARDS
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IRS990/ProgSrvcAccomActy3Grp/Desc0YES AND IT'S BOARD PARTNERED WITH MIKE GOCHENOUR OF JANNEY MONTGOMERY SCOTT AND MANY AREA BANKS TO COLLABORATE WITH THE EXPLORE MORE DISCOVERY MUSEUM IN DOWNTOWN HARRISONBURG TO DEVELOP A CASH FLOW BALL MAZE EXHIBIT THAT HAS ELEMENTS OF EARNING, INVESTING, SPENDING, SHARING, AND SAVING. YES-FUNDED TEACHER ADVOCATE AND CONSULTANT, JOHN KRUGGEL, WORKS CLOSELY WITH THE MUSEUM'S EXHIBIT DESIGNER TO CREATE FUN AND ENGAGING EXERCISES AND ACTIVITIES AS WELL AS AGE-APPROPRIATE ECONOMICS MATERIALS FOR SCHOOL FIELD TRIPS. THE TOTAL COST OF THE CASH FLOW EXHIBIT WAS 317,000. THE YES BOARD AND YES SUPPORTERS CONTRIBUTED A TOTAL OF 118,520 WITH 15,270 IN DIRECT CONTRIBUTIONS FROM YES GRANTED IN 2019-2020 AND ANOTHER 4,000 GRANTED IN 2020-2021. YES BOARD MEMBERS ALSO MET WITH AND ENCOURAGED THE LOCAL BANKING COMMUNITY TO PARTICIPATE WITH US AND COLLECTIVELY, AREA BANKS CONTRIBUTED 48,500.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt04000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TO RECLASSIFY CUSTODIAL FUNDS INVESTED AT THE COMMUNITY FOUNDATION TO A NON-CUSTODIAL DESIGNATED FUND AT THE COMMUNITY FOUNDATION PER THEIR AUDITOR.
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IRS990/PYTotalExpensesAmt0118864
IRS990/PYTotalRevenueAmt085546
IRS990/ReconcilationRevenueExpnssAmt0-170305
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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt043770
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt025000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt030500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt036034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0188644
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt036582
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt041776
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt043272
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt041034
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IRS990ScheduleA/TotalSupportAmt0389416
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INV HELD BY THE COMMUNITY FOUNDATION
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IRS990ScheduleI/RecipientTable/CashGrantAmt088197
IRS990ScheduleI/RecipientTable/CashGrantAmt1220416
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0JAMES MADISON UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THE COMMUNITY FOUNDATION
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0800 SOUTH MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1317 S MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HARRISONBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm1HARRISONBURG
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0YES PROMOTES ECONOMIC AND FINANCIAL LITERACY EDUCATION IN THE SHENANDOAH VALLEY OF VIRGINIA. WE ARE A TRUSTED PARTNER AND ADVOCATE WHO PROVIDES INNOVATIVE AND RELEVANT TRAINING FOR K-12 TEACHERS TO ENABLE THEM TO OFFER THEIR STUDENTS WITH ENGAGING AND INTERACTIVE LESSON PLANS AND ACTIVITIES WITH THE GOAL OF MASTERING ECONOMICS AND FINANCIAL LITERACY CONCEPTS, PREPARING THEM TO SUCCEED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PAYMENTS TO JAMES MADISON UNIVERSITY TO SUPPORT A FULL-TIME TEACHER ADVOCATE AND CONSULTANT WHO DELIVERS ECONOMIC AND FINANCIAL LITERACY EDUCATIONAL PROGRAMS AND RESOURCES TO EDUCATORS LOCALLY, REGIONALLY, STATEWIDE, AND NATIONALLY. IN OUR TRADITIONAL TEACHER TRAINING WORKSHOPS, WE SERVED 255 TEACHERS IN THE 2020-2021 SCHOOL YEAR. WITH A STANDARD MULTIPLIER OF 80 STUDENTS PER TEACHER (AVERAGED ACROSS GRADE LEVELS, RANGING FROM 25 PER TEACHER IN ELEMENTARY TO 150 PER TEACHER IN HIGH SCHOOL), THAT MEANS WE SERVED 20,400 STUDENTS. BEYOND TRADITIONAL WORKSHOPS, OUR OUTREACH INCLUDED: GEM FAIR, FBLA AND BOYS AND GIRLS CLUB - 72 TEACHERS AND 570 STUDENTS. STATE LEVEL READING MAKES CENT PROGRAMMING, 130 LIBRARIANS SERVING 90,000 STUDENTS. NATIONAL WEBINARS, 250 TEACHERS SERVING 20,000 STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2YES AND IT'S BOARD PARTNERED WITH MIKE GOCHENOUR OF JANNEY MONTGOMERY SCOTT AND MANY AREA BANKS TO COLLABORATE WITH THE EXPLORE MORE DISCOVERY MUSEUM IN DOWNTOWN HARRISONBURG TO DEVELOP A CASH FLOW BALL MAZE EXHIBIT THAT HAS ELEMENTS OF EARNING, INVESTING, SPENDING, SHARING, AND SAVING. YES-FUNDED TEACHER ADVOCATE AND CONSULTANT, JOHN KRUGGEL, WORKS CLOSELY WITH THE MUSEUM'S EXHIBIT DESIGNER TO CREATE FUN AND ENGAGING EXERCISES AND ACTIVITIES AS WELL AS AGE-APPROPRIATE ECONOMICS MATERIALS FOR SCHOOL FIELD TRIPS. THE TOTAL COST OF THE CASH FLOW EXHIBIT WAS 317,000. THE YES BOARD AND YES SUPPORTERS CONTRIBUTED A TOTAL OF 118,520 WITH 15,270 IN DIRECT CONTRIBUTIONS FROM YES GRANTED IN 2019-2020 AND ANOTHER 4,000 GRANTED IN 2020-2021. YES BOARD MEMBERS ALSO MET WITH AND ENCOURAGED THE LOCAL BANKING COMMUNITY TO PARTICIPATE WITH US AND COLLECTIVELY, AREA BANKS CONTRIBUTED 48,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO RECLASSIFY CUSTODIAL FUNDS INVESTED AT THE COMMUNITY FOUNDATION TO A NON-CUSTODIAL DESIGNATED FUND AT THE COMMUNITY FOUNDATION PER THEIR AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S FINANCE COMMITTEE WILL REVIEW THE 990 AND FORWARD TO THE FULL BOARD ELECTRONICALLY WITH ANY COMMENTS THEY HAVE, ENABLING OTHER BOARD MEMBERS TO PROVIDE ANY ADDITIONAL INPUT THEY DEEM NECESSARY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES IT'S FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA THE ORGANIZATION'S WEBSITE. IT'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02022-03-31 18:45:55Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANNE S BYRD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE-CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05404785006
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YOUR ECONOMIC SUCCESS
ReturnHeader/Filer/BusinessNameControlTxt0YOUR
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ADVANTAGE ACCOUNTING & TAX SOLUTIONS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0721 N MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARRISONBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
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ReturnHeader/PreparerPersonGrp/PhoneNum05404341706
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIRK B KNOTT CPA
ReturnHeader/ReturnTs02022-02-26T10:50:17-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHANIE S
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BYRD
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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