Civic Intelligence

Florida Council on Economic Education Inc.

990 • Fiscal year 2020 • EIN 59-1643458

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 04, 2021

Organization ProfileWWW.FCEE.ORG

View Organization Page

501 S Dakota Ave No 1Tampa, FL 33606

(813) 289-8489

Siviq Scores

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

Liabilities / Assets

68th percentile

0.19x

Higher debt load relative to assets than 68% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

68th percentile

0.18x

Higher debt load relative to revenue than 68% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

44th percentile

3.3%

Higher net margin than 44% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

84th percentile

$89,739

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 16.1% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

70th percentile

22%

Faster asset growth than 70% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

68th percentile

13%

Faster revenue growth than 68% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$535,913

Up $97,582 (+22%) from 2019

Net Assets

Up

$435,134

Up $9,153 (+2.1%) from 2019

Liabilities

Up

$100,779

Up $88,429 (+716%) from 2019

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin44th percentile

Revenue

Up

$558,973

Up $63,309 (+13%) from 2019

Expenses

Up

$540,717

Up $20,815 (+4.0%) from 2019

Net Income

Up

$18,256

Up $42,494 (+175%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$1.0M$500K$0Assets 2011: $331,703Liabilities 2011: $11,150Net Assets 2011: $320,5532011Assets 2012: $333,998Liabilities 2012: $24,003Net Assets 2012: $309,9952012Assets 2013: $311,499Liabilities 2013: $11,915Net Assets 2013: $299,5842013Assets 2014: $303,582Liabilities 2014: $545Net Assets 2014: $303,0372014Assets 2015: $259,857Liabilities 2015: $544Net Assets 2015: $259,3132015Assets 2016: $397,272Liabilities 2016: $625Net Assets 2016: $396,6472016Assets 2017: $444,180Liabilities 2017: $3,266Net Assets 2017: $440,9142017Assets 2018: $453,107Liabilities 2018: $2,686Net Assets 2018: $450,4212018Assets 2019: $438,331Liabilities 2019: $12,350Net Assets 2019: $425,9812019Assets 2020: $535,913Liabilities 2020: $100,779Net Assets 2020: $435,1342020Assets 2021: $747,622Liabilities 2021: $239,480Net Assets 2021: $508,1422021Assets 2022: $802,439Liabilities 2022: $194,262Net Assets 2022: $608,1772022Assets 2023: $747,172Liabilities 2023: $47,281Net Assets 2023: $699,8912023Assets 2024: $451,941Liabilities 2024: $45,344Net Assets 2024: $406,5972024Assets 2025: $796,516Liabilities 2025: $240,874Net Assets 2025: $555,6422025

Highlighted filing

2020

Assets$535,913
Liabilities$100,779
Net Assets$435,134
Open 2020 Filing

Operations Trend

Revenue Growth68th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $471,381Expenses 2011: $411,304Net Income 2011: $60,0772011Revenue 2012: $631,889Expenses 2012: $637,845Net Income 2012: -$5,9562012Expenses 2013: $628,5592013Revenue 2014: $723,076Expenses 2014: $741,955Net Income 2014: -$18,8792014Revenue 2015: $626,609Expenses 2015: $671,851Net Income 2015: -$45,2422015Revenue 2016: $714,153Expenses 2016: $565,725Net Income 2016: $148,4282016Revenue 2017: $601,731Expenses 2017: $586,844Net Income 2017: $14,8872017Revenue 2018: $499,116Expenses 2018: $503,743Net Income 2018: -$4,6272018Revenue 2019: $495,664Expenses 2019: $519,902Net Income 2019: -$24,2382019Revenue 2020: $558,973Expenses 2020: $540,717Net Income 2020: $18,2562020Revenue 2021: $455,648Expenses 2021: $464,217Net Income 2021: -$8,5692021Revenue 2022: $754,663Expenses 2022: $589,027Net Income 2022: $165,6362022Revenue 2023: $828,172Expenses 2023: $757,755Net Income 2023: $70,4172023Revenue 2024: $628,731Expenses 2024: $945,010Net Income 2024: -$316,2792024Revenue 2025: $1,291,529Expenses 2025: $1,161,486Net Income 2025: $130,0432025

Highlighted filing

2020

Revenue$558,973
Expenses$540,717
Net Income$18,256
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 4, 2021
Return Version
2019v5.2
Gross Receipts
$693,863
Mission and Program Overview

Mission

To prepare florida's young people for personal and financial success through educational programs in economics, the free enterprise system, and personal financial literacy so that they become productive members of the workforce, responsible consumers, and wise investors.

Develop and enhance economic education in florida

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$285,541$285,028▼ $513
Savings and Temporary Cash Investments$147,665$243,134▲ $95,469
Prepaid Expenses and Deferred Charges$2,825$2,907▲ $82
Land, Buildings, and Equipment, Net$0$2,544▲ $2,544
Total Assets$438,331$535,913▲ $97,582
Other Assets Total$2,300$2,300→ $0
Liabilities
Accounts Payable and Accrued Expenses$12,350$58,245▲ $45,895
Unsecured Notes Loans Payable$0$42,534▲ $42,534
Total Liabilities$12,350$100,779▲ $88,429
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$231,376$219,122▼ $12,254
Net Assets With Donor Restrictions$194,605$216,012▲ $21,407
Total Net Assets Fund Balance$425,981$435,134▲ $9,153
Total Liabilities and Net Assets / Fund Balance$438,331$535,913▲ $97,582

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,544$10,915$13,459
Other Securities$285,028--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$49,960-▼ $7,935-$39,975
2018$51,956-▼ $1,996-$49,960
2017$47,415-▲ $5,541-$51,956
2016$30,837-▲ $17,578-$47,415
2015$37,170-▼ $5,333-$30,837
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne CostanzaExecutive DirectorFT$80,513$9,226$89,739

Board Members and Trustees

NameTitle
William ThomasChairman
Anthony LinguantiDirector
Arthur Tait JrDirector
Barry AlpertDirector
Dick Puglisi PhdDirector
Donna WrightDirector
Geoffrey SimonDirector
Karen GilmoreDirector
Katy ThompsonDirector
Lester AbbergerDirector
Michael TascherDirector
Paul CutlerDirector
Robert BuesingDirector
Robin WarrenDirector
Stanley LevyDirector
Tom HallDirector
Nathaniel DolinerSecretary
Linda HallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$341,468
Program Service Revenue
$0
Investment Income
$11,707
Other Revenue
$205,798
All Other Contributions
$306,373
Change in Net Assets
$18,256

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Other Non Cash Contri Table$5,000Fair Market Value
Total Noncash Contributions$5,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$565,726
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-9,103
Total Revenue per Audited Statements
$556,623
Total Revenue per Form 990
$565,726
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$236,153
Salaries, Compensation, and Employee Benefits$224,564
Grants and Similar Amounts Paid$80,000
Total Fundraising Expense$55,198
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$78,283$10,438$15,656$104,377
Current Officers, Directors, Trustees, and Key Employees$60,385$8,051$12,077$80,513
Grants to Domestic Orgs$80,000--$80,000
Office Expenses$22,427$12,981$5,332$40,740
Fees for Services Accounting-$34,219$6,039$40,258
Occupancy$20,700$2,760$4,140$27,600
Other Employee Benefits$12,070$1,609$2,414$16,093
Payroll Taxes$11,021$1,469$2,204$14,694
Pension Plan Contributions$6,665$889$1,333$8,887
Travel$3,413$488$975$4,876
Fees for Services Lobbying-$2,000$2,000$4,000
Conferences and Meetings$2,214$138$415$2,767
Other Expenses$1,985$2,106$2,106$1,985
Insurance$1,329$190$380$1,899
Advertising$1,297--$1,297
Depreciation Depletion$444$63$127$634
All Other Expenses$518--$518
Total Functional Expenses$408,118$77,401$55,198$540,717

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$540,717
Total Expenses per Audited Statements$540,717
Total Expenses per Form 990$540,717
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Florida Atlantic UniversityBoca Raton, FLGovernment EntityEducation$20,000
Fscj FoundationJacksonville, FL501(c)3Education$20,000
Miami Dade CollegeMiami, FLGovernment EntityEducation$20,000
Usf Stavros CenterTampa, FLGovernment EntityEducation$20,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$340,688
Fundraising Direct Expenses$134,890
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tampa Bay Hall of Fame$230,002$199,258$80,171$119,087
Jacksonville Hall of Fame$145,781$141,430$12,268$129,162
Total Events$375,783$340,688$134,890$205,798
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Two board members, geoff simon and barry alpert, are associated with raymond james.”

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

“Form 990 was reviewed by the audit committee of the board. The board, through the audit committee, is provided with the opportunity to review and propose changes to the 990 prior to filing.”

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

“Records indicate board affiliations. Contracts are reviewed to determine any board affiliation. Contracts involving material amounts are reviewed and approved by the executive committee, with any interested parties abstaining from voting. Annually, board members are asked directly to acknowledge the council's conflict of interest policy.”

Form 990, Part VI, Section C, Line 19

“The organization makes its irs form 990's, and other required information, available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Florida Council on Economic Education
EIN
59-1643458
Phone
8132898489
Address
501 S DAKOTA AVE NO 1, TAMPA, FL 33606

Signing Officer

Name
Suzanne Costanza
Title
Executive Director
Phone
8132898489
Signed
2021-03-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Suzanne Costanza
Formed
1975
Legal Domicile
Fl
Voting Board Members
18
Independent Board Members
18
Employees
4
Volunteers
30

Preparer

Firm
Rivero Gordimer & Company Pa
Address
P O BOX 172359, TAMPA, FL 33672
Preparer
Sam a Lazzara
Phone
8138757774
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process for oversight of the audit and selection of an independent accountant has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The council maintains an endowment fund to fund the charles harper economic educator of the year award that is awarded annually. The council's board of trustees, on the recommendation of the finance committee, has adopted a spending policy that governs the annual distributions for this award. This policy authorizes the council to distribute from its endowment fund only the amount awarded during the year.”

PART X, LINE 2:

“Income taxes are not provided for in the financial statements because the council is exempt from federal and state income taxes under section 501 (c) (3) of the internal revenue code and chapter 220.13 of the florida statutes, respectively. Management is not aware of any activities that would jeopardize the council's tax exempt status. The council is not aware of any tax positions it has taken that are subject to a significant degree of uncertainty. Tax years from june 30,2017 remain subject to examination by taxing authorities.”

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IRS990/Desc0THE FLORIDA COUNCIL ON ECONOMIC EDUCATION, INC. (THE "COUNCIL") PROVIDES ON-GOING ASSISTANCE TO SCHOOL DISTRICTS STATEWIDE IN DEVELOPING STANDARDS AND INTEGRATING FREE ENTERPRISE, ENTREPRENEURSHIP, BUSINESS AND ECONOMIC EDUCATION AND PERSONAL FINANCIAL LITERACY INTO DISTRICT PROGRAMMING, AS WELL AS ON-GOING PROFESSIONAL DEVELOPMENT PROGRAMS FOR TEACHERS GEOGRAPHICALLY REMOTE FROM CENTERS FOR ECONOMIC EDUCATION; DEVELOP AND DISTRIBUTE CURRICULUM MATERIALS; PROVIDE APPLIED LEARNING OPPORTUNITIES THROUGH STUDENT CHALLENGES IN ECONOMICS AND PERSONAL FINANCE.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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/TitleTxt18EXECUTIVE DIRECTOR
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IRS990/FundraisingDirectExpensesAmt0134890
IRS990/FundraisingGrossIncomeAmt0340688
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IRS990/GrantAmt080000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt080000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt080000
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
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IRS990/IndoorTanningServicesInd00
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IRS990/InsuranceGrp/FundraisingAmt0380
IRS990/InsuranceGrp/ManagementAndGeneralAmt0190
IRS990/InsuranceGrp/ProgramServicesAmt01329
IRS990/InsuranceGrp/TotalAmt01899
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IRS990/LandBldgEquipCostOrOtherBssAmt013459
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PREPARE FLORIDA'S YOUNG PEOPLE FOR PERSONAL AND FINANCIAL SUCCESS THROUGH EDUCATIONAL PROGRAMS IN ECONOMICS, THE FREE ENTERPRISE SYSTEM, AND PERSONAL FINANCIAL LITERACY SO THAT THEY BECOME PRODUCTIVE MEMBERS OF THE WORKFORCE, RESPONSIBLE CONSUMERS, AND WISE INVESTORS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0425981
IRS990/NetAssetsOrFundBalancesEOYAmt0435134
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0205798
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0205798
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-9103
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0231376
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0219122
IRS990/NoncashContributionsAmt05000
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04140
IRS990/OccupancyGrp/ManagementAndGeneralAmt02760
IRS990/OccupancyGrp/ProgramServicesAmt020700
IRS990/OccupancyGrp/TotalAmt027600
IRS990/OfficeExpensesGrp/FundraisingAmt05332
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012981
IRS990/OfficeExpensesGrp/ProgramServicesAmt022427
IRS990/OfficeExpensesGrp/TotalAmt040740
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02300
IRS990/OtherAssetsTotalGrp/EOYAmt02300
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02414
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01609
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt012070
IRS990/OtherEmployeeBenefitsGrp/TotalAmt016093
IRS990/OtherExpensesGrp/Desc0PRINTING AND PUBLICATIO
IRS990/OtherExpensesGrp/Desc1HONORARIUMS AND AWARDS
IRS990/OtherExpensesGrp/Desc2STOCK MARKET CHALLENGE
IRS990/OtherExpensesGrp/Desc3PROGRAM RECOGNITION COS
IRS990/OtherExpensesGrp/FundraisingAmt02106
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02106
IRS990/OtherExpensesGrp/ProgramServicesAmt037914
IRS990/OtherExpensesGrp/ProgramServicesAmt134101
IRS990/OtherExpensesGrp/ProgramServicesAmt233352
IRS990/OtherExpensesGrp/ProgramServicesAmt31985
IRS990/OtherExpensesGrp/TotalAmt042126
IRS990/OtherExpensesGrp/TotalAmt134101
IRS990/OtherExpensesGrp/TotalAmt233352
IRS990/OtherExpensesGrp/TotalAmt31985
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt015656
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010438
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt078283
IRS990/OtherSalariesAndWagesGrp/TotalAmt0104377
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02204
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01469
IRS990/PayrollTaxesGrp/ProgramServicesAmt011021
IRS990/PayrollTaxesGrp/TotalAmt014694
IRS990/PensionPlanContributionsGrp/FundraisingAmt01333
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0889
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06665
IRS990/PensionPlanContributionsGrp/TotalAmt08887
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02825
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02907
IRS990/PrincipalOfficerNm0SUZANNE COSTANZA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE REGIONAL ECONOMIC EDUCATOR & LEADERSHIP (REEL) AWARDS HONORS OUTSTANDING TEACHERS ACROSS FLORIDA THAT DELIVER PERSONAL FINANCE AND ECONOMIC EDUCATION IN THEIR CLASSROOMS EACH DAY. IN PARTNERSHIP WITH FOUR OF OUR AFFILIATE CENTERS FOR ECONOMIC AND FINANCIAL EDUCATION - THE UNIVERSITY OF SOUTH FLORIDA IN TAMPA BAY, FLORIDA STATE COLLEGE AT JACKSONVILLE, FLORIDA ATLANTIC UNIVERSITY AND MIAMI DADE COLLEGE - REEL TAKES A CLOSER LOOK, AT A LOCAL LEVEL, AT A TEACHER'S ACHIEVEMENTS, LEADERSHIP, AND COMMITMENT TO ECONOMIC AND FINANCIAL EDUCATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt020018
IRS990/ProgSrvcAccomActy3Grp/Desc0FINANCIAL FREEDOM IS A COMPREHENSIVE CURRICULUM IN PERSONAL FINANCE DEVELOPED BY THE COUNCIL AND DISTRIBUTED TO 20,000-25,000 STUDENTS EACH YEAR, WITHOUT COST TO TEACHERS OR SCHOOL DISTRICTS. FINANCIAL FREEDOM STRENGTHENS MIDDLE AND HIGH SCHOOL STUDENTS' FINANCIAL LITERACY KNOWLEDGE BY INTRODUCING THE CRITICAL CONCEPTS OF EARNING INCOME, BUYING GOODS AND SERVICES, SAVING, USING CREDIT, FINANCIAL INVESTING AND PROTECTING AND INSURING. FINANCIAL FREEDOM CAN BE USED AS A STAND-ALONE TEXT IN A FINANCIAL LITERACY CLASS, OR AS A SUPPLEMENT TO ANY FINANCIAL COURSE OR TRAINING.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt058176
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0260269
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt060000
IRS990/PYInvestmentIncomeAmt012068
IRS990/PYOtherExpensesAmt0243154
IRS990/PYOtherRevenueAmt0223327
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-24238
IRS990/PYSalariesCompEmpBnftPaidAmt0216748
IRS990/PYTotalExpensesAmt0519902
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0495664
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt018256
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0147665
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0243134
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0247627
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0658389
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02604
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012068
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010406
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06503
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09761
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IRS990ScheduleA/PublicSupportCY170Pct00.61780
IRS990ScheduleA/PublicSupportPY170Pct00.67590
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IRS990ScheduleA/SubstantialContributorsTotAmt0605036
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0313126
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0221844
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0247627
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0658389
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01649813
IRS990ScheduleA/TotalSupportAmt01691155
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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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
$535,913
Liabilities
$100,779
Net assets
$435,134
Revenue
$558,973
Expenses
$540,717
Net income
$18,256
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.80$0.24$0.56$1.29$1.16$0.13
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.05$0.41$0.63$0.95$0.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.05$0.70$0.83$0.76$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.19$0.61$0.75$0.59$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.24$0.51$0.46$0.46$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.54$0.10$0.44$0.56$0.54$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.01$0.43$0.50$0.52$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.00$0.45$0.50$0.50$0.00
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.00$0.44$0.60$0.59$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$0.71$0.57$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.63$0.67$0.05
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$0.72$0.74$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.01$0.30$0.63
2012Summary only. Only limited summary data is available for this year.$0.33$0.02$0.31$0.63$0.64$0.01
2011Summary only. Only limited summary data is available for this year.$0.33$0.01$0.32$0.47$0.41$0.06