Civic Intelligence

Americans for Financial Reform Education Fund

EIN 82-2553525 • 501(c)3 • Washington, DC

Profile

To create a fair and just financial system that contributes to shared prosperity for all families and communities.

11 DupOnt Circle NW STE 500Washington, DC 20036

www.realbankreform.org

Siviq Scores

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

Liabilities / Assets

51st percentile

0.13x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

58th percentile

0.22x

Higher debt load relative to revenue than 58% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

15th percentile

-15%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$185,614

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

14th percentile

-8.8%

Faster asset growth than 14% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-24%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$7,219,625

Down $700,139 (-8.8%) from 2023

Liabilities

Up

$946,210

Up $32,064 (+3.5%) from 2023

Net Assets

Down

$6,273,415

Down $732,203 (-10%) from 2023

Operations
Liabilities / Revenue58th percentileNet Margin15th percentile

Revenue

Down

$4,218,148

Down $1,356,756 (-24%) from 2023

Expenses

Down

$4,866,283

Down $123,994 (-2.5%) from 2023

Net Income

Down

-$648,135

Down $1,232,762 (-211%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$10M$5.0M$0Assets 2018: $8,532,455Liabilities 2018: $398,586Net Assets 2018: $8,133,8692018Assets 2019: $7,977,791Liabilities 2019: $294,986Net Assets 2019: $7,682,8052019Assets 2020: $7,779,130Liabilities 2020: $678,301Net Assets 2020: $7,100,8292020Assets 2021: $8,369,313Liabilities 2021: $711,463Net Assets 2021: $7,657,8502021Assets 2022: $7,519,746Liabilities 2022: $1,181,196Net Assets 2022: $6,338,5502022Assets 2023: $7,919,764Liabilities 2023: $914,146Net Assets 2023: $7,005,6182023Assets 2024: $7,219,625Liabilities 2024: $946,210Net Assets 2024: $6,273,4152024

Highlighted filing

2024

Assets$7,219,625
Liabilities$946,210
Net Assets$6,273,415
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

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

$10M$5.0M$0-$5.0MRevenue 2018: $9,937,892Expenses 2018: $1,782,864Net Income 2018: $8,155,0282018Revenue 2019: $1,818,838Expenses 2019: $2,329,278Net Income 2019: -$510,4402019Revenue 2020: $2,289,615Expenses 2020: $2,872,478Net Income 2020: -$582,8632020Revenue 2021: $3,982,317Expenses 2021: $3,425,296Net Income 2021: $557,0212021Revenue 2022: $3,427,093Expenses 2022: $4,418,993Net Income 2022: -$991,9002022Revenue 2023: $5,574,904Expenses 2023: $4,990,277Net Income 2023: $584,6272023Revenue 2024: $4,218,148Expenses 2024: $4,866,283Net Income 2024: -$648,1352024

Highlighted filing

2024

Revenue$4,218,148
Expenses$4,866,283
Net Income-$648,135
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,219,625
Liabilities
$946,210
Net assets
$6,273,415
Revenue
$4,218,148
Expenses
$4,866,283
Net income
-$648,135
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.22$0.95$6.27$4.22$4.87$0.65
2023Detailed filing. Detailed filing data is available for this year.$7.92$0.91$7.01$5.57$4.99$0.58
2022Detailed filing. Detailed filing data is available for this year.$7.52$1.18$6.34$3.43$4.42$0.99
2021Detailed filing. Detailed filing data is available for this year.$8.37$0.71$7.66$3.98$3.43$0.56
2020Detailed filing. Detailed filing data is available for this year.$7.78$0.68$7.10$2.29$2.87$0.58
2019Detailed filing. Detailed filing data is available for this year.$7.98$0.29$7.68$1.82$2.33$0.51
2018Detailed filing. Detailed filing data is available for this year.$8.53$0.40$8.13$9.94$1.78$8.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$4,218,148
Mission and Program Overview

Mission

To create a fair and just financial system that contributes to shared prosperity for all families and communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,488,536$3,531,704▲ $43,168
Cash and Non-Interest-Bearing Accounts$2,298,978$2,821,078▲ $522,100
Accounts Receivable$824,821--
Pledges and Grants Receivable$1,103,265$482,809▼ $620,456
Prepaid Expenses and Deferred Charges$91,979$99,507▲ $7,528
Total Assets$7,919,764$7,219,625▼ $700,139
Other Assets Total$112,185$284,527▲ $172,342
Liabilities
Other Liabilities$135,854$543,454▲ $407,600
Accounts Payable and Accrued Expenses$436,292$402,756▼ $33,536
Grants Payable$342,000--
Total Liabilities$914,146$946,210▲ $32,064
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,352,879$3,325,141▼ $27,738
Net Assets Without Donor Restrictions$3,652,739$2,948,274▼ $704,465
Total Net Assets Fund Balance$7,005,618$6,273,415▼ $732,203
Total Liabilities and Net Assets / Fund Balance$7,919,764$7,219,625▼ $700,139

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements-$79,032$79,032
Equipment-$44,281$44,281
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa DonnerExecutive DirectorPT$162,102$23,512$185,614
Ericka TaylorPopular Education Mgr Take on WallFT$147,138$21,706$168,844
Gynnie RobnettChief Operating OfficerFT$125,548$37,909$163,457
Porter McConnellSenior DirectorFT$125,863$35,106$160,969
Aditi SenResearch DirectorFT$122,998$18,081$141,079
Alexander MartinPolicy DirectorFT$110,014$17,127$127,141
Carter DoughertyCommunications DirectorFT$107,208$7,286$114,494

Board Members and Trustees

NameTitle
Darrick HamiltonDirector
Graham SteeleDirector
Kimberly LongeyDirector
Mehrsa BaradaranDirector
Rebecca DixonDirector
Saqib BhattiDirector
Steven RenderosDirector
Anna Lefer KuhnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,967,643
Program Service Revenue
$0
Investment Income
$127,236
Other Revenue
$123,269
All Other Contributions
$3,967,643
Change in Net Assets
$-648,135

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,218,148
Revenue Not Reported on Form 990
$-84,068
Total Revenue per Audited Statements
$4,134,080
Total Revenue per Form 990
$4,218,148
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,602,302
Other Expenses$864,531
Grants and Similar Amounts Paid$399,450
Total Fundraising Expense$181,425
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,024,439$407,110$115,364$2,546,913
Other Employee Benefits$531,381$106,860$30,281$668,522
Fees for Services Other$367,148$45,018$2,237$414,403
Grants to Domestic Orgs$399,450--$399,450
Current Officers, Directors, Trustees, and Key Employees$228,642$45,979$13,029$287,650
Occupancy$115,583$23,207$6,577$145,367
Payroll Taxes$78,864$15,859$4,494$99,217
Fees for Services Accounting$45,847$13,342$663$59,852
Office Expenses$45,442$8,696$2,469$56,607
Information Technology$35,465$7,078$3,654$46,197
Travel$39,783$335$-39$40,079
Conferences and Meetings$12,396$286$2$12,684
Insurance$9,044$1,819$515$11,378
Fees for Services Legal$4,813$1,401$69$6,283
Other Expenses$48,580$20,991$30$30
Total Functional Expenses$3,986,877$697,981$181,425$4,866,283

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,866,283
Total Expenses per Audited Statements$4,866,283
Total Expenses per Form 990$4,866,283
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Americans for Financial ReformWashington, DC501c4-$300,000
Texas AppleseedAustin, TX501c3-$40,000
GA WatchAtlanta, GA501c3-$35,000
New Economy ProjectNew York, NY501c3-$25,000
Maine Peoples AlliancePortland, ME501c4-$20,000
New Jersey Citizen Action EducationHighland Park, NJ501c3-$20,000
Woodstock InstituteChicago, IL501c3-$20,000
Citizen Action IllinoisChicago, IL501c3-$10,000
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
Lease Liability$280,927
Due to Related Party$262,527
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
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 governing body review Part VI line 11

“Once the form 990 is prepared, it is reviewed by senior staff. The board of directors reviews the form 990 prior to filing.”

Conflict of interest policy compliance Part VI line 12C

“Board members are required to answer an annual conflict of interest questionnaire and to report any potential conflicts of interest as they arise. Staff sign a conflict of interest agreement upon hire and are required to report potential conflicts of interest as they arise.”

CEO executive director top management comp Part VI line 15A

“The Executive Directors salary is approved by an independent committee that uses industry data and the decision is documented through the budgeting process.”

Governing documents etc available to public Part VI line 19

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Americans for Financial Reform Education Fund
EIN
82-2553525
In Care Of
% Gynnie Robnett
Phone
2024661885
Address
11 DupOnt Circle NW STE 500, Washington, DC 20036

Signing Officer

Name
Gynnie Robnett
Title
Chief Operating Officer
Phone
2024661885
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Donner
Formed
2018
Legal Domicile
Dc
Voting Board Members
9
Independent Board Members
8
Employees
42
Volunteers
8

Preparer

Firm
Mullins PC
Address
7625 Wisconsin Avenue, Bethesda, MD 20814
Preparer
John Mullins
Phone
2027706371
Supplemental Narrative

Additional Explanations

Part IX response or note to any line in Part IX

“Americans for Financial Reform (AFR)(EIN: 82-2543434) shares employees with Americans for Financial Reform Education Fund (AFREF) pursuant to a cost sharing agreement. All federal employment tax returns are filed by AFREF on behalf of both organizations. AFR pays its portion of payroll services, of certain employees for services provided to AFR, through regular reimbursements. Compensation reimbursed by AFR (as reported in Part IX) is not additive to the compensation reported by AFREF. AFREF and AFR are not related organizations as that term is defined in the Form 990 glossary.”

Financial Statement Notes

Part X, Line 2-Text in footnote regarding FIN 48 (ASC 740)

“The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, AFREF may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. Examples of tax positions include the tax-exempt status of AFREF and various positions related to the potential sources of unrelated business taxable income (UBIT). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities for at year end.AFREFs policy is to recognize interest and penalties, if any, on tax positions related to its unrecognized tax benefits in income tax expense in the financial statements. No interest and penalties were assessed or recorded during the year.”

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IRS990/Desc0Explanation Legislative advocacy to advance consumer financial protection and a more just and accountable financial system. We organize advocacy campaigns to advance or oppose legislation on a broad scope of finance and financial markets related issues, from high cost lending abuses, to investor protections, to capital markets, to private funds and more with the goals of making lending and financial markets safer and fairer for the public, and better supporting a more equitable, stable, and sustainable economy. Building and Mobilizing a Robust Coalition to Support Financial Reform and Regulation: We bring together a nonpartisan nonprofit coalition including civil rights, consumer, labor, investor, small business, and civic and community-based organizations. We build connections among disparate groups; put together and nurture an infrastructure to develop and share information, insights, tools, tactics, and strategies; and provide strategic analysis, materials, research and other tools so that together we can develop and advance economic and racial justice priorities to reform the financial system. Policy Analysis and Development: We analyze legislation and policy proposals in the financial space including in the areas of consumer financial protection, investor protection, financial stability / systemic risk, non-bank financial actors, student lending, taxes, and other policies as they affect Wall Street, from a public interest perspective. We explain and support or oppose proposals, present testimony, and report on how members of Congress vote on issues connected to the regulation and design of the financial system. We work with our allies to develop and promote legislative solutions to stop financial sector abuses of economically vulnerable families and communities and reverse growing inequality that results from unchecked financialization and speculation
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Popular Education Mgr Take on Wall
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chief Operating Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Senior Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Research Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Policy Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Communications Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Treasurer
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, AFREF may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. Examples of tax positions include the tax-exempt status of AFREF and various positions related to the potential sources of unrelated business taxable income (UBIT). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities for at year end.AFREFs policy is to recognize interest and penalties, if any, on tax positions related to its unrecognized tax benefits in income tax expense in the financial statements. No interest and penalties were assessed or recorded during the year.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2-Text in footnote regarding FIN 48 (ASC 740)
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