Civic Intelligence

The North America Financial Education Foundation

EIN 92-2970322 • 501(c)3 • Pomona, CA

Profile

our goal is to improving financial literacy and education for all, with a particular focus on marginalized populations, and to promote financial stability and inclusion, benefiting minorities, future generations, and those financially vulnerable.

300 S Park AvePomona, CA 91766

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

$91,602

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$91,602

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin98th percentile

Revenue

$93,295

No earlier filing loaded for comparison.

Expenses

$4,365

No earlier filing loaded for comparison.

Net Income

$88,930

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2024: $91,602Liabilities 2024: $0Net Assets 2024: $91,6022024

Highlighted filing

2024

Assets$91,602
Liabilities$0
Net Assets$91,602
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0Revenue 2024: $93,295Expenses 2024: $4,365Net Income 2024: $88,9302024

Highlighted filing

2024

Revenue$93,295
Expenses$4,365
Net Income$88,930
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$91,602
Liabilities
$0
Net assets
$91,602
Revenue
$93,295
Expenses
$4,365
Net income
$88,930
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$91.6$0.00$91.6$93.3$4.37$88.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$93,295
Mission and Program Overview

Mission

our goal is to improving financial literacy and education for all, with a particular focus on marginalized populations, and to promote financial stability and inclusion, benefiting minorities, future generations, and those financially vulnerable.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,544$91,602▲ $89,058
Total Assets$2,544$91,602▲ $89,058
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,544$91,602▲ $89,058
Total Net Assets Fund Balance$2,544$91,602▲ $89,058
Total Liabilities and Net Assets / Fund Balance$2,544$91,602▲ $89,058
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Nonen/a
Revenue and Support

Revenue Composition

Contributions and Grants
$92,890
Program Service Revenue
$0
Investment Income
$405
Other Revenue
$0
All Other Contributions
$92,890
Change in Net Assets
$88,930
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,365
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$1,865$0$0$1,865
Other Expenses$901$0$0$901
Fees for Services Accounting$300$0$0$300
Total Functional Expenses$4,365$0$0$4,365
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
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
Filing and Contact Details

Filer

Filer Name
The North America Financial Education Foundation
EIN
92-2970322
Phone
7143681368
Address
300 S PARK AVE, POMONA, CA 91766

Signing Officer

Name
Jeff Fang
Title
CEO
Phone
7143681368
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Fang
Formed
2023
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
3

Preparer

Firm
Cheung & Chu CPA
Address
4340 VON KARMAN AVE STE 350, NEWPORT BEACH, CA 92660
Preparer
Eddie Cheung CPA
Phone
6263081780
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Review form 990 before filing”

Raw XML Appendix229 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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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE NORTH AMERICA FINANCIAL EDUCATION FOUNDATION
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ReturnHeader/Filer/PhoneNum07143681368
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ReturnHeader/ReturnTs02025-11-15T18:52:47-08:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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