Liabilities / Assets
100th percentile
Higher debt load relative to assets than 100% of similar nonprofits.
Truefiduciary Institute
EIN 83-2227169 • 501(c)3 • Reston, VA
Profile
Truefiduciary institute (the institute) is organized to promote financial literacy and education to college and university students as well as low income families and individuals. The massive transformational purpose of the organization is to positively affect one million lives through financial well-being. The mission of the institute is that all students graduate with an actionable financial plan. The institute will achieve these goals and outcomes in three ways: education, digitization and community building. An additional mission is to provide low-income individuals with low-cost tools and education to engable them to build their own financial plan.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
126.69x
Liabilities / Revenue
99th percentile
Higher debt load relative to revenue than 99% of similar nonprofits.
Net Margin
2nd percentile
Higher net margin than 2% of similar nonprofits.
Top Officer Pay
90th percentile
Higher top officer pay than 90% of similar nonprofits.
Top officer pay equals 577.5% of source-year revenue.
Asset Growth
10th percentile
Faster asset growth than 10% of similar nonprofits.
Revenue Growth
5th percentile
Faster revenue growth than 5% of similar nonprofits.
Balance Sheet
Assets
Down$317
Down $96,675 (-100%) from 2018
Liabilities
Down$40,160
Down $8,841 (-18%) from 2018
Net Assets
-$39,843
No earlier filing loaded for comparison.
Revenue
Down$5,001
Down $109,999 (-96%) from 2018
Expenses
Up$92,835
Up $25,826 (+39%) from 2018
Net Income
Down-$87,834
Down $135,825 (-283%) from 2018
Trend Graphs
Filings
Most recent year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $317
- Liabilities
- $40,160
- Net assets
- -$39,843
- Revenue
- $5,001
- Expenses
- $92,835
- Net income
- -$87,834
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2019 to Dec 31, 2019
- Signed
- Nov 12, 2020
- Return Version
- 2019v5.1
- Gross Receipts
- $5,001
Mission and Program Overview
Mission
Truefiduciary institute (the institute) is organized to promote financial literacy and education to college and university students as well as low income families and individuals. The massive transformational purpose of the organization is to positively affect one million lives through financial well-being. The mission of the institute is that all students graduate with an actionable financial plan. The institute will achieve these goals and outcomes in three ways: education, digitization and community building. An additional mission is to provide low-income individuals with low-cost tools and education to engable them to build their own financial plan.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE ORGANIZATION WAS STARTED IN OCTOBER 2018. THE EXPECTED FUTURE PROGRAM SERVICE ACCOMPLISHMENTS OF THE ORGANIZATION INCLUDE: - TO PROVIDE FREE ACCESS TO STUDENTS OF NON-PROFIT EDUCATIONAL INSTITUTIONS TO A LEARNING PLATFORM FOR THOSE INTEREST IN THE FINANCIAL SERVICES INDUSTRY.- TO PROVIDE FREE INVESTMENT ADVISORY SERVICES TO LOW-INCOME AND OTHER INDIVIDUALS WHO CONSTITUTE A CHARITABLE CLASS UNDER CODE SECTION 501(C)(3) EXCLUSIVELY THROUGH AN INTERACTIVE WEBSITE.- TO EDUCATE REGISTERED INVESTMENT ADVISORS (RIA'S) ABOUT TRUEFIDUCIARY STANDARDS, WHICH ESSENTIALLY ARE AIMED AT ELIMINATING CONFLICTS ARISING FROM THE RECEIPT OF THIRD PARTY PAYMENTS/BENEFITS.- TO SEEK RIA'S TO BE MEMBERS FOR AN ANNUAL MEMBERSHIP FEE, PROVIDED THE RIA'S AGREE TO FOLLOW THE TRUEFIDUCIARY STANDARDS. | $54,500 | $90,300 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MICHAEL O'KEEFFE | Director | FT | $25,654 | $3,227 | $28,881 |
| PAUL A PAGNATO JR | Chairman, President, Treas | - | $0 | - | - |
| NATHANA O'BRIEN SHARMA | Director | - | $0 | - | - |
| JAMIE MCINTYRE | Director | - | $0 | - | - |
| DR DAVID BRAY | Director | - | $0 | - | - |
| WAYNE M ZELL | Secretary | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Truefiduciary Institute
- EIN
- 83-2227169
- Phone
- 7034682717
- Address
- 11951 FREEDOM DR NO 1260, RESTON, VA 20190-5650
Signing Officer
- Name
- Paul a Pagnato Jr
- Title
- President
- Phone
- 7034682717
- Signed
- 2020-11-12
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Rsm US Llp
- Address
- 9801 WASHINGTONIAN BLVD 500, GAITHERSBURG, MD 20878
- Preparer
- Gabrielle Kaufman
- Phone
- 3012963600
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 1.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: . Grantee name: university of virginia. Grantee address: po box 400160 charlottesville, va 22904. Grantee relationship: none. Date of gift: 08/04/19. Amount given: 12,500.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: . Grantee name: the pennsylvania state university. Grantee address: 2583 gateway dr, suite 130 state college, pa 16801. Grantee relationship: none. Date of gift: 06/17/19. Amount given: 12,500.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: . Grantee name: the university of georgia foundation. Grantee address: 220 south jackson st athens, ga 30602. Grantee relationship: none. Date of gift: 10/10/19. Amount given: 29,500. Total included on form 990-ez, line 10: 54,500.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: meals and entertainment. Amount: 2,061. Description: travel. Amount: 825. Description: miscellaneous. Amount: 754. Description: technology. Amount: 400. Total to form 990-ez, line 16: 4,040.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accounts payable and accrued expenses. Beg. Of year amount: 49,001. End of year amount: 40,160.”
Raw XML Appendix183 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.
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | PAUL A PAGNATO JR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | NATHANA O'BRIEN SHARMA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JAMIE MCINTYRE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | DR DAVID BRAY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | MICHAEL O'KEEFFE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | WAYNE M ZELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CHAIRMAN, PRESIDENT, TREAS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 4040 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TRUEFIDUCIARY INSTITUTE (THE INSTITUTE) IS ORGANIZED TO PROMOTE FINANCIAL LITERACY AND EDUCATION TO COLLEGE AND UNIVERSITY STUDENTS AS WELL AS LOW INCOME FAMILIES AND INDIVIDUALS. THE MASSIVE TRANSFORMATIONAL PURPOSE OF THE ORGANIZATION IS TO POSITIVELY AFFECT ONE MILLION LIVES THROUGH FINANCIAL WELL-BEING. THE MISSION OF THE INSTITUTE IS THAT ALL STUDENTS GRADUATE WITH AN ACTIONABLE FINANCIAL PLAN. THE INSTITUTE WILL ACHIEVE THESE GOALS AND OUTCOMES IN THREE WAYS: EDUCATION, DIGITIZATION AND COMMUNITY BUILDING. AN ADDITIONAL MISSION IS TO PROVIDE LOW-INCOME INDIVIDUALS WITH LOW-COST TOOLS AND EDUCATION TO ENGABLE THEM TO BUILD THEIR OWN FINANCIAL PLAN. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 68 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE ORGANIZATION WAS STARTED IN OCTOBER 2018. THE EXPECTED FUTURE PROGRAM SERVICE ACCOMPLISHMENTS OF THE ORGANIZATION INCLUDE: - TO PROVIDE FREE ACCESS TO STUDENTS OF NON-PROFIT EDUCATIONAL INSTITUTIONS TO A LEARNING PLATFORM FOR THOSE INTEREST IN THE FINANCIAL SERVICES INDUSTRY.- TO PROVIDE FREE INVESTMENT ADVISORY SERVICES TO LOW-INCOME AND OTHER INDIVIDUALS WHO CONSTITUTE A CHARITABLE CLASS UNDER CODE SECTION 501(C)(3) EXCLUSIVELY THROUGH AN INTERACTIVE WEBSITE.- TO EDUCATE REGISTERED INVESTMENT ADVISORS (RIA'S) ABOUT TRUEFIDUCIARY STANDARDS, WHICH ESSENTIALLY ARE AIMED AT ELIMINATING CONFLICTS ARISING FROM THE RECEIPT OF THIRD PARTY PAYMENTS/BENEFITS.- TO SEEK RIA'S TO BE MEMBERS FOR AN ANNUAL MEMBERSHIP FEE, PROVIDED THE RIA'S AGREE TO FOLLOW THE TRUEFIDUCIARY STANDARDS. |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 90300 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
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| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
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| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 40160 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 92835 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 90300 |
| IRS990EZ/TotalRevenueAmt | 0 | 5001 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
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| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt | 0 | 5000 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt | 0 | 115000 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 120000 |
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| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt | 0 | 115000 |
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| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 115000 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 120001 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 1. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: UNIVERSITY OF VIRGINIA. GRANTEE ADDRESS: PO BOX 400160 CHARLOTTESVILLE, VA 22904. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/04/19. AMOUNT GIVEN: 12,500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: THE PENNSYLVANIA STATE UNIVERSITY. GRANTEE ADDRESS: 2583 GATEWAY DR, SUITE 130 STATE COLLEGE, PA 16801. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/17/19. AMOUNT GIVEN: 12,500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: THE UNIVERSITY OF GEORGIA FOUNDATION. GRANTEE ADDRESS: 220 SOUTH JACKSON ST ATHENS, GA 30602. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 10/10/19. AMOUNT GIVEN: 29,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 54,500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: MEALS AND ENTERTAINMENT. AMOUNT: 2,061. DESCRIPTION: TRAVEL. AMOUNT: 825. DESCRIPTION: MISCELLANEOUS. AMOUNT: 754. DESCRIPTION: TECHNOLOGY. AMOUNT: 400. TOTAL TO FORM 990-EZ, LINE 16: 4,040. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 49,001. END OF YEAR AMOUNT: 40,160. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2021-01-29 14:40:06Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | PAUL A PAGNATO JR |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
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| ReturnHeader/Filer/BusinessNameControlTxt | 0 | TRUE |
| ReturnHeader/Filer/EIN | 0 | 832227169 |
| ReturnHeader/Filer/PhoneNum | 0 | 7034682717 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 11951 FREEDOM DR NO 1260 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | RESTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | VA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 201905650 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 |
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| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 66.98.98.28 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-11-12 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | ES |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 12:41:59 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 420714325 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | RSM US LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 9801 WASHINGTONIAN BLVD 500 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | GAITHERSBURG |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 20878 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3012963600 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2020-11-12 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | GABRIELLE KAUFMAN |
| ReturnHeader/ReturnTs | 0 | 2020-11-16T07:01:32-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-12-31 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.