Civic Intelligence

California Jumptart Coalition

EIN 95-4786239 • 501(c)3 • Sacramento, CA

Profile

Our mission is to improve the personal financial literacy of California's youth: 1. By helping the personal finance education community become more connected, effective and powerful and 2. By supporting the implementation of personal finance education at every level from K-12th grades.

808 R Street 209Sacramento, CA 95811

www.cajumpstart.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

1st percentile

-93994%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

36th percentile

-12%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-99%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$401,257

Down $61,413 (-13%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$401,257

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin1st percentile

Revenue

Up

$12,199

Up $12,130 (+17580%) from 2023

Expenses

Up

$73,612

Up $8,687 (+13%) from 2023

Net Income

Up

-$61,413

Up $3,443 (+5.3%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$800K$600K$400K$200K$0Assets 2010: $25,044Liabilities 2010: $0Net Assets 2010: $25,0442010Assets 2013: $695,213Liabilities 2013: $0Net Assets 2013: $695,2132013Assets 2014: $646,995Liabilities 2014: $0Net Assets 2014: $646,9952014Assets 2015: $602,421Liabilities 2015: $0Net Assets 2015: $602,4212015Assets 2016: $659,129Liabilities 2016: $1,161Net Assets 2016: $657,9682016Assets 2017: $698,324Liabilities 2017: $0Net Assets 2017: $698,3242017Assets 2018: $754,709Liabilities 2018: $0Net Assets 2018: $754,7092018Assets 2019: $718,580Liabilities 2019: $1Net Assets 2019: $718,5792019Assets 2020: $707,586Liabilities 2020: $0Net Assets 2020: $707,5862020Assets 2021: $595,265Liabilities 2021: $0Net Assets 2021: $595,2652021Assets 2022: $527,526Liabilities 2022: $1Net Assets 2022: $527,5252022Assets 2023: $462,670Liabilities 2023: $02023Assets 2024: $401,257Net Assets 2024: $401,2572024

Highlighted filing

2024

Assets$401,257
Liabilities-
Net Assets$401,257
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2010: $17,570Expenses 2010: $31,777Net Income 2010: -$14,2072010Revenue 2013: $17,522Expenses 2013: $44,019Net Income 2013: -$26,4972013Revenue 2014: $29,961Expenses 2014: $78,179Net Income 2014: -$48,2182014Revenue 2015: $19,108Expenses 2015: $63,682Net Income 2015: -$44,5742015Revenue 2016: $120,896Expenses 2016: $65,349Net Income 2016: $55,5472016Revenue 2017: $120,728Expenses 2017: $80,372Net Income 2017: $40,3562017Revenue 2018: $206,276Expenses 2018: $149,891Net Income 2018: $56,3852018Revenue 2019: $95,071Expenses 2019: $131,201Net Income 2019: -$36,1302019Revenue 2020: $65,721Expenses 2020: $76,714Net Income 2020: -$10,9932020Revenue 2021: $3,680Expenses 2021: $116,001Net Income 2021: -$112,3212021Revenue 2022: $6,262Expenses 2022: $74,002Net Income 2022: -$67,7402022Revenue 2023: $69Expenses 2023: $64,925Net Income 2023: -$64,8562023Revenue 2024: $12,199Expenses 2024: $73,612Net Income 2024: -$61,4132024

Highlighted filing

2024

Revenue$12,199
Expenses$73,612
Net Income-$61,413
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$401,257
Liabilities
-
Net assets
$401,257
Revenue
$12,199
Expenses
$73,612
Net income
-$61,413
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$4.01$0.12$0.74$0.61
2023Summary only. Only limited summary data is available for this year.$4.63$0.00$0.00$0.65$0.65
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.28$0.00$5.28$0.06$0.74$0.68
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.95$0.00$5.95$0.04$1.16$1.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.08$0.00$7.08$0.66$0.77$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.19$0.00$7.19$0.95$1.31$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.55$0.00$7.55$2.06$1.50$0.56
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.98$0.00$6.98$1.21$0.80$0.40
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.59$0.01$6.58$1.21$0.65$0.56
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.02$0.00$6.02$0.19$0.64$0.45
2014Summary only. Only limited summary data is available for this year.$6.47$0.00$6.47$0.30$0.78$0.48
2013Summary only. Only limited summary data is available for this year.$6.95$0.00$6.95$0.18$0.44$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.00$0.25$0.18$0.32$0.14
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 17, 2023
Return Version
2022v5.0
Gross Receipts
$6,262
Mission and Program Overview

Mission

Our mission is to improve the personal financial literacy of California's youth: 1) By helping the personal finance education community become more connected, effective and powerful and 2) By supporting the implementation of personal finance education at every level from K-12th grades.

Our mission is to improve the personal financial literacy of California's youth: 1. By helping the personal finance education community become more connected, effective and powerful and 2. By supporting the implementation of personal finance education at every level from K-12th grades.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$578,750$503,925▼ $74,825
Cash and Non-Interest-Bearing Accounts$16,515$23,601▲ $7,086
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$595,265$527,526▼ $67,739
Other Assets Total-$0-
Liabilities
Other Liabilities-$1-
Total Liabilities$0$1▲ $1
Net Assets / Fund Balance
Net Assets With Donor Restrictions$291,881$288,621▼ $3,260
Net Assets Without Donor Restrictions$303,384$238,904▼ $64,480
Total Net Assets Fund Balance$595,265$527,525▼ $67,740
Total Liabilities and Net Assets / Fund Balance$595,265$527,526▼ $67,739
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Rebecca GallagherChairman
Karen AndersonVice President
Abby UlmDirector
Andrea FerreroDirector
Bruce KajiwaraDirector
Cathy WasherDirector
Chase PeckhamDirector
David LoDirector
Denise GutierrezDirector
Hayley McKaneDirector
Jim CharkinsDirector
John AngeloDirector
Kathie BlanchetteDirector
Lisa AmosDirector
Melissa WebbDirector
Mitch FreedmanDirector
Ross SlutskyDirector
Russell CliffordDirector
Susan StoneDirector
Tena LozanoDirector
Vera Jacobson-LundebergDirector
Ann StahlSecretary
Stephanie LeeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,088
Program Service Revenue
$0
Investment Income
$174
Other Revenue
$0
All Other Contributions
$6,088
Change in Net Assets
$-67,740
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$74,002
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
Fees for Services Management-$31,500-$31,500
Conferences and Meetings$11,874$5,412-$17,286
Fees for Services Legal-$3,750-$3,750
Insurance-$1,388-$1,388
Fees for Services Accounting-$1,300-$1,300
Office Expenses-$960-$960
Advertising-$812-$812
Other Expenses$5,340$7-$7
Total Functional Expenses$28,464$45,538$0$74,002
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Membership is open to the general public. There is no cost to membership. All that is required is a willingness to help with the basic mission statement of the organization.”

Form 990, Part VI, Section A, Line 7A

“Quarterly director meetings are held, during which, directors are elected to 2-year terms. Officers are elected every other year, therefore, a vote is held annually by all members in attendance.”

Form 990, Part VI, Section A, Line 7B

“Governance is delegated to the board of directors.”

Form 990, Part VI, Section B, Line 11B

“A copy of the 990 is electronically mailed to all board members prior to filing. All board members may comment. Discussions are held and issues are resolved prior to filing.”

Form 990, Part VI, Section C, Line 19

“Form 990, financial statements, governing documents and minutes are made available upon request.”

Filing and Contact Details

Filer

Filer Name
California Jumptart Coalition
EIN
95-4786239
Phone
9162312133
Address
808 R Street 209, Sacramento, CA 95811

Signing Officer

Name
Tena Lozano
Title
Chairman
Signed
2023-05-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tena Lozano
Formed
2000
Legal Domicile
CA
Voting Board Members
23
Independent Board Members
24
Employees
0
Volunteers
30

Preparer

Firm
Chavez Accountancy Corporation
Address
601 University Ave, Sacramento, CA 95825
Preparer
David R Chavez
Phone
9162734808
Raw XML AppendixShowing 400 of 541 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/CYRevenuesLessExpensesAmt0-67740
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IRS990/Form990PartVIISectionAGrp/PersonNm1Stephanie Lee
IRS990/Form990PartVIISectionAGrp/PersonNm2Ann Stahl
IRS990/Form990PartVIISectionAGrp/PersonNm3John Angelo
IRS990/Form990PartVIISectionAGrp/PersonNm4Kathie Blanchette
IRS990/Form990PartVIISectionAGrp/PersonNm5Jim Charkins
IRS990/Form990PartVIISectionAGrp/PersonNm6Rebecca Gallagher
IRS990/Form990PartVIISectionAGrp/PersonNm7Bruce Kajiwara
IRS990/Form990PartVIISectionAGrp/PersonNm8Lisa Amos
IRS990/Form990PartVIISectionAGrp/PersonNm9Abby Ulm
IRS990/Form990PartVIISectionAGrp/PersonNm10Hayley McKane
IRS990/Form990PartVIISectionAGrp/PersonNm11Ross Slutsky
IRS990/Form990PartVIISectionAGrp/PersonNm12Susan Stone
IRS990/Form990PartVIISectionAGrp/PersonNm13Andrea Ferrero
IRS990/Form990PartVIISectionAGrp/PersonNm14Cathy Washer
IRS990/Form990PartVIISectionAGrp/PersonNm15Melissa Webb
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