Civic Intelligence

Leadership in Financial Education Inc.

EIN 93-1766695 • 501(c)3 • New York, NY

Pub. 78 EligibleNTEE B90

Profile

Leadership in financial education (life) provides aspiring youth from under-represented and under-resourced communities with experiential training workshops designed to encourage life-long financial responsibility. Life collaborates with new york city business professionals to facilitate its financial teachings and encourages professional growth through internships. Life participants gain skills and knowledge to equip them to make sound financial decisions which will positively impact their present-day success as well as the livelihood of future generations

787 Seventh AveNew York, NY 10019

leadershipinfinancialeducation.org

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.

NTEE B90 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

NTEE B90 • <$500k nonprofits • Source year 2024

Net Margin

79th percentile

40%

Higher net margin than 79% of similar nonprofits.

NTEE B90 • <$500k nonprofits • Source year 2024

Top Officer Pay

91st percentile

$25,979

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 51.7% of source-year revenue.

NTEE B90 • <$500k nonprofits • Source year 2024

Asset Growth

81st percentile

68%

Faster asset growth than 81% of similar nonprofits.

NTEE B90 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

0.5%

Faster revenue growth than 46% of similar nonprofits.

NTEE B90 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$49,529

Up $20,093 (+68%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$49,529

Up $20,093 (+68%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin79th percentile

Revenue

Up

$50,275

Up $275 (+0.5%) from 2023

Expenses

Up

$30,182

Up $9,618 (+47%) from 2023

Net Income

Down

$20,093

Down $9,343 (-32%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$60K$40K$20K$0Assets 2023: $29,436Liabilities 2023: $0Net Assets 2023: $29,4362023Assets 2024: $49,529Liabilities 2024: $0Net Assets 2024: $49,5292024

Highlighted filing

2024

Assets$49,529
Liabilities$0
Net Assets$49,529
Open 2024 Filing

Operations Trend

Revenue Growth46th percentile

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

$60K$40K$20K$0Revenue 2023: $50,000Expenses 2023: $20,564Net Income 2023: $29,4362023Revenue 2024: $50,275Expenses 2024: $30,182Net Income 2024: $20,0932024

Highlighted filing

2024

Revenue$50,275
Expenses$30,182
Net Income$20,093
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$49,529
Liabilities
$0
Net assets
$49,529
Revenue
$50,275
Expenses
$30,182
Net income
$20,093
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$49.5$0.00$49.5$50.3$30.2$20.1
2023Detailed filing. Detailed filing data is available for this year.$29.4$0.00$29.4$50.0$20.6$29.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$50,275
Mission and Program Overview

Mission

Leadership in financial education (life) provides aspiring youth from under-represented and under-resourced communities with experiential training workshops designed to encourage life-long financial responsibility. Life collaborates with new york city business professionals to facilitate its financial teachings and encourages professional growth through internships. Life participants gain skills and knowledge to equip them to make sound financial decisions which will positively impact their present-day success as well as the livelihood of future generations

Program Services

DescriptionGrantsExpenses
THE LIFE WORKSHOP SERIES FOR HIGH SCHOOL JUNIORS AND SENIORS SPANS SIX FINANCIAL LITERACY TOPICS OVER THE COURSE OF A SCHOOL SEMESTER. EACH WORKSHOP FEATURES A TOPIC-FOCUSED FINANCIAL LITERACY LESSON WHICH IS REINFORCED BY ACTIVITIES AND DISCUSSION.$0$29,178
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGHAN DALEYExcecutive DirectorPT$25,979-$25,979
YEIDALY YAY MEJIADirectorPT$2,412-$2,412
STEPHEN HESSLERChairPT$0--
PATRICK VENTERVice ChairPT$0--
JAMES GURNEYDirector-$0--
KUMANAN RAMANATHANDirector-$0--
MEAGHAN REPKODirector-$0--
MATTHEW CHENDirector-$0--
MARGARITA KUCHERENKODirector-$0--
SCOTT MEYERSONDirector-$0--
RACHEL CHESLEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Leadership in Financial Education Inc
EIN
93-1766695
Phone
2129671100
Address
787 SEVENTH AVE, NEW YORK, NY 10019

Signing Officer

Name
Patrick Venter
Title
Vice Chair
Phone
2129671100
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Skody Scot & Co Cpas Pc
Address
520 EIGHTH AVE SUITE 2200, NEW YORK, NY 10018
Preparer
William Skody
Phone
2129671100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: insurance. Amount: 609. Description: bank and processing fees . Amount: 395. Total to form 990-ez, line 16: 1,004.”

Raw XML Appendix190 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/PrimaryExemptPurposeTxt0LEADERSHIP IN FINANCIAL EDUCATION (LIFE) PROVIDES ASPIRING YOUTH FROM UNDER-REPRESENTED AND UNDER-RESOURCED COMMUNITIES WITH EXPERIENTIAL TRAINING WORKSHOPS DESIGNED TO ENCOURAGE LIFE-LONG FINANCIAL RESPONSIBILITY. LIFE COLLABORATES WITH NEW YORK CITY BUSINESS PROFESSIONALS TO FACILITATE ITS FINANCIAL TEACHINGS AND ENCOURAGES PROFESSIONAL GROWTH THROUGH INTERNSHIPS. LIFE PARTICIPANTS GAIN SKILLS AND KNOWLEDGE TO EQUIP THEM TO MAKE SOUND FINANCIAL DECISIONS WHICH WILL POSITIVELY IMPACT THEIR PRESENT-DAY SUCCESS AS WELL AS THE LIVELIHOOD OF FUTURE GENERATIONS
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02025-03-06 01:10:19Z
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