Data for Betterment Foundation

990PF • Fiscal year 2025 • EIN 81-0895589

Jul 01, 2024 to Jun 30, 2025 • Filed on Oct 30, 2025

Organization Profile

45 Sowell StreetMount Pleasant, SC 29464

(617) 872-8631

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • $500k-$1M nonprofits • Source year 2025

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • $500k-$1M nonprofits • Source year 2025

85%

Higher net margin than 98% of similar nonprofits.

2025 filings • $500k-$1M nonprofits • Source year 2025

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2025 filings • $500k-$1M nonprofits • Source year 2025

32%

Faster asset growth than 88% of similar nonprofits.

2025 filings • $500k-$1M nonprofits • Annualized from 2024 to 2025

122%

Faster revenue growth than 93% of similar nonprofits.

2025 filings • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet

Liabilities / Assets41st percentile

Assets

$912,375

Up $219,476 (+32%) from 2024

Net Assets

$912,375

Up $219,476 (+32%) from 2024

Liabilities

Flat

Flat from 2024

Revenue And Expenses

Liabilities / Revenue41st percentile Net Margin98th percentile

Revenue

$256,830

Up $141,247 (+122%) from 2024

Expenses

$38,425

Up $35,797 (+1362%) from 2024

Net Income

$218,405

Up $105,450 (+93%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

Highlighted filing

2025

Assets$912,375

Liabilities$0

Net Assets$912,375

Open 2025 Filing

Operations Trend

Revenue Growth93rd percentile

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

Highlighted filing

2025

Revenue$256,830

Expenses$38,425

Net Income$218,405

Open 2025 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2024 to Jun 30, 2025
Signed: Oct 30, 2025
Return Version: 2024v5.0

Compensation and Service Providers

Top Officer Pay58th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MARIBEL LOPEZ	Trustee	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Data for Betterment Foundation
EIN: 81-0895589
Phone: 6178728631
Address: 45 SOWELL STREET, MOUNT PLEASANT, SC 29464

Signing Officer

Name: Maribel Lopez
Title: Trustee
Phone: 6178728631
Signed: 2025-10-30

Preparer

Firm: Allied Tax Planners
Address: 7300 JOHNSTON ROAD SUITE B, PLEASANTON, CA 94588
Preparer: Bradley L Haupt Ea
Phone: 5108862937

Raw XML Appendix313 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	INDIRECT ACCOUNTING FEES
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	0	2020-06-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	1	2021-01-19
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	2	2020-12-30
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	3	2020-12-29
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	4	2021-11-04
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	0	S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	1	S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	2	S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	3	S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	4	200DB
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	0	206
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	1	218
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	2	450
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	3	260
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	4	3596
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	0	44
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	1	90
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	2	52
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	0	5.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	1	5.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	2	5.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	3	5.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	4	5.0000
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	0	206
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	1	149
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	2	315
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	3	182
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	4	3596
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	0	GREEN SCREEN FOR VIDEO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	1	WIRELESS LAVALIER MICROPHONE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	2	FUJITSU SCANSNAP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	3	MINI REFRIGERATOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	4	APPLE MACBOOK PRO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	0	2024-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	US TREASURY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	249941
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	250000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	0	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	0	2024-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	59
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	512339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	512339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	FIDELITY
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	5140
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	59
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	10625
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	15765
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	59
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	15824
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	2600
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	15765
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	241006
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt	0	186
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	5140
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	5140
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	5140
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	218405
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	250000
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt	0	10625
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	10625
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	10625
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	59
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	15765
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	18484
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	20014
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt	0	15575
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	15575
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	50
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	15765
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	34059
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	38425
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	15765
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	256830
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	34059
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	38425
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	218405
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	217
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	1288
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	912592
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	692899
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	912375
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	6730
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	6511
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt	0	6511
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RulingLetterDt	0	2016-04-14
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	6730
IRS990PF/FMVAssetsEOYAmt	0	912279
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	692617
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	245033
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	245033
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	512339
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	512339
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt	0	4634
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt	0	4730
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt	0	282
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt	0	96
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt	0	692899
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt	0	912375
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	154000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	154000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	907
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	907
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	692899
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	912375
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	912279
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	692899
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	912375
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	692899
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	912375
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	659272
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	260123
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	399149
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	9889
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	32469
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	649383
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	659272
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	MARIBEL LOPEZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	45 SOWELL ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	MOUNT PLEASANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	29464
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	34059
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	34059
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt	0	15765
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt	0	31909
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt	0	15580
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt	0	564
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt	0	13400
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt	0	27122
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt	0	13243
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt	0	479
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt	0	2016-04-14
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt	0	34059
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt	0	52866
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt	0	452
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt	0	6661
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt	0	11694
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt	0	34059
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt	0	52866
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt	0	452
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt	0	6661
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt	0	11694
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind	0	X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt	0	21646
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt	0	68074
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt	0	15817
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt	0	14058
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt	0	16553
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	MARIBEL LOPEZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	45 SOWELL ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	MOUNT PLEASANT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	SC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	29464
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	6178728631
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	WWW.DATAFORBETTERMENT.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	MARIBEL LOPEZ CREATED EDUCATIONAL CONTENT ON AI THAT INCLUDED PODCASTS, VIDEOS, AND WRITTEN CONTENT. WE HIRED A PROFESSIONAL IN CLOUD COMPUTING TO CREATE VIDEOS ON LESSON FOR CLOUD COMPUTING IN CONJUNCTION WITH GOOGLE CLOUD.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	19598
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	34059
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	34059
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	34059
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	MARIBEL LOPEZ
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	1	MARK ROLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	45 SOWELL STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	1	45 SOWELL STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	MOUNT PLEASANT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	1	MOUNT PLEASANT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	SC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	1	SC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	29464
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	1	29464
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	1	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	225005
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	16001
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	4634
LandEtcSchedule2/LandEtcGrp/BookValueAmt	0	96
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	4730
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	CHASE BANK CD
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	154000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	154000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	217
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	FEDERAL TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	PODCAST PRODUCTION COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	SOFTWARE SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	SMALL EQUIPMENT PURCHASES <30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	5	SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	6	TAX PREPARATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	7	WEBSITE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	14461
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	690
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	881
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	1410
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	4	1042
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	45
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	14461
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	690
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	881
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	1410
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	5	1485
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	6	1042
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	1288
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	MARKET FLUCTUATIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	15575
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	EXPERT SPEAKER FOR EDUCATIONAL V
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	15575
TaxesSchedule/TaxesDetail/Amt	0	50
TaxesSchedule/TaxesDetail/CategoryTxt	0	SO. CAROLINA SECT. OF STATE
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MARIBEL LOPEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6178728631
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	DATA FOR BETTERMENT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	DATA
ReturnHeader/Filer/EIN	0	810895589
ReturnHeader/Filer/PhoneNum	0	6178728631
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	45 SOWELL STREET
ReturnHeader/Filer/USAddress/CityNm	0	MOUNT PLEASANT
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	SC
ReturnHeader/Filer/USAddress/ZIPCd	0	29464
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	823783607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ALLIED TAX PLANNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	7300 JOHNSTON ROAD SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PLEASANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	94588
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5108862937
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BRADLEY L HAUPT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2025-11-05T17:14:27-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-07-01
ReturnHeader/TaxPeriodEndDt	0	2025-06-30
ReturnHeader/TaxYr	0	2024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $912,375
Liabilities: $0
Net assets: $912,375
Revenue: $256,830
Expenses: $38,425
Net income: $218,405

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$9.12	$0.00	$9.12	$2.57	$0.38	$2.18
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.93	$0.00	$6.93	$1.16	$0.03	$1.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.80	$0.00	$5.80	$0.33	$0.08	$0.24
2022Detailed filing. Detailed filing data is available for this year.	$5.56	$0.00	$5.56	$1.91	$0.17	$1.74
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.82	$0.00	$3.82	$3.15	$0.03	$3.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.70	$0.00	$0.70	$0.24	$0.05	$0.19
2019Detailed filing. Detailed filing data is available for this year.	$0.50	$0.00	$0.50	$0.13	$0.02	$0.11