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THE MISSION IS TO EMPOWER AMERICANS WITH THE KNOWLEDGE, SKILLS AND TOOLS TO MAKE SOUND FINANCIAL DECISIONS THROUGHOUT LIFE.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$8.9M
Program Spending
97%
of total expenses go to program services
Total Contributions
$5.8M
Total Expenses
▼$4.8M
Total Assets
$85.6M
Total Liabilities
▼$596.4K
Net Assets
$85M
Officer Compensation
→$0
Other Salaries
$0
Investment Income
$3.1M
Fundraising
▼$0
Tax Year 2024 · Source: IRS Form 990, Schedule I (Grants and Other Assistance)
Total grants awarded: $258.2K
| Recipient | Location | Amount | Type | Purpose |
|---|---|---|---|---|
UNIVERSITY OF TENNESSEE62-6001636 | KNOXVILLE, TN | $52K | Cash | To examine the condition of financial education from the perspective of personal finance teachers in high schools across Tennessee, while giving particular attention to high-poverty schools, the experiences of special education students, and the situation in urban, suburban, and rural schools. |
KENOSHA PUBLIC LIBRARY39-6091654 | KENOSHA, WI | $25K | Cash | To expand community-based financial capability services, including: a financial empowerment series designed for residents near and below the poverty line; goal-oriented financial coaching; virtual programming; and various events to help families work together toward their financial objectives. |
NOVA SOUTHEASTERN UNIV INC59-1083502 | FORT LAUDERDALE, FL | $25K | Cash | To support the university's library in its efforts to educate and counsel Broward County veterans and others on financial literacy, fraud prevention, sustainable homeownership, foreclosure, homelessness prevention, and other financial capability and investing topics. |
FARMINGTON PUBLIC LIBRARY FDN85-0365466 | FARMINGTON, NM | $25K | Cash | To collaborate with public- and private-sector partners to deliver multigenerational financial capability experiences and services informed by an interactive polling process to ensure alignment with community priorities. |
FDN FOR BALTIMORE CTY PUBLIC LIBRARY52-1695801 | TOWSON, MD | $24.9K | Cash | To undertake various financial education programs that build generational wealth, including programs that help children learn the fundamentals of earning, spending, and saving money through a "junior marketplace" that models everyday financial transactions; help teens explore career planning, credit, banking, and investing; and help adults and small business owners address budgeting, saving, debt elimination, investing, establishing and repairing credit, college financing, and preparing for retirement. |
SOUTH ARKANSAS COLLEGE71-0718948 | EL DORADO, AR | $23.6K | Cash | To support the college library in its efforts to deliver financial education programs addressing a range of financial topics of interest to prospective community college students and those already enrolled in community college. |
BUFFALO & ERIE COUNTY PUBLIC LIBRARY16-6022029 | BUFFALO, NY | $22.8K | Cash | To coordinate basic financial education services for county residents in partnership with several community-based agencies. |
IOWA STATE UNIVERSITY FOUNDATION42-1143702 | AMES, IA | $20K | Cash | To offer a workplace financial wellness program that encompasses the services of a dedicated resource coordinator, financial education, and an employer-sponsored small-dollar loan for the university's many employees |
| HARRISONBURG, VA | $20K | Cash | To deliver workplace financial capability services encompassing referrals to local agencies, emergency financial support, group financial education, and one-on-one financial coaching - all in partnership with employers in the area. | |
UNITED WAY OF PICKENS COUNTY57-0476249 | EASLEY, SC | $20K | Cash | To deliver workplace financial wellness services, in partnership with local employers, through a program known as Pathways at Work, which encompasses Volunteer Income Tax Assistance, financial education workshops, one-on-one financial coaching, and an employer-sponsored small-dollar loan. |
| Total | $258.2K | |||
KNOXVILLE, TN
$52K
KENOSHA, WI
$25K
FORT LAUDERDALE, FL
$25K
FARMINGTON, NM
$25K
TOWSON, MD
$24.9K
EL DORADO, AR
$23.6K
BUFFALO, NY
$22.8K
AMES, IA
$20K
HARRISONBURG, VA
$20K
EASLEY, SC
$20K
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2024 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Not confirmed
No additional tax-exempt status records found in ReconForce's database.
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $8.9M | $5.8M | $4.8M | $85.6M | $85M |
| 2023IRS e-File | $9.4M | $7M | $5M | $79.1M | $77.8M |
| 2022 | $9.8M | $5.9M | $4.2M | $68.5M | $67.9M |
| 2021 | $2M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
| Total |
|---|
| Geraldine M Walsh | President | 48 | $0 | $577.8K | $92.5K | $670.2K |
| Eileen M Famiglietti | Treasurer | 6 | $0 | $501K | $89.4K | $590.4K |
| Jennifer P Mitchell | Corporate Secretary | 3 | $0 | $488K | $58.2K | $546.2K |
Geraldine M Walsh
President
$670.2K
Hrs/Wk
48
Compensation
$0
Related Orgs
$577.8K
Other
$92.5K
Eileen M Famiglietti
Treasurer
$590.4K
Hrs/Wk
6
Compensation
$0
Related Orgs
$501K
Other
$89.4K
Jennifer P Mitchell
Corporate Secretary
$546.2K
Hrs/Wk
3
Compensation
$0
Related Orgs
$488K
Other
$58.2K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Ellen Frawley | Board Member - As Of 1/08/24 | 1 | $0 | $0 | $0 | $0 |
| Gwen Weithaus | Board Member - As Of 5/21/24 | 1 | $0 | $0 | $0 | $0 |
| Jason Fichtner | Board Member - As Of 1/08/24 | 1 | $0 | $0 | $0 | $0 |
| Jonathan S Sokobin | Chairperson - As Of 2/12/24 | 1 | $0 | $1M | $108.3K | $1.1M |
| Menekse Gencer | Board Member |
Ellen Frawley
Board Member - As Of 1/08/24
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Gwen Weithaus
Board Member - As Of 5/21/24
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Jason Fichtner
Board Member - As Of 1/08/24
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Individuals who previously served as officers or key employees.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| John W Thiel | Board Member | — | $0 | $40K | $0 | $40K |
John W Thiel
Board Member
$40K
Hrs/Wk
—
Compensation
$0
Related Orgs
$40K
Other
$0
| $203.6K |
| $3.1M |
| $76.7M |
| $76.3M |
| 2020 | -$3.4M | $188.1K | $2.9M | $75M | $74.5M |
| 2019 | $562.2K | $173.8K | $3.9M | $75.7M | $75.1M |
| 2018 | $2.2M | $1.1M | $4M | $75.5M | $75.2M |
| 2017 | $9.4M | $81.7K | $3.3M | $80M | $79.8M |
| 2016 | $4.8M | $3.7M | $5.8M | $76.2M | $75.9M |
| 2015 | $55.3M | $50.8M | $8.7M | $74.3M | $74M |
| 2014 | $2.8M | $1.8M | $10.5M | $32.4M | $31.3M |
| 2013 | $6.5M | $6M | $10.6M | $39.7M | $38.9M |
| 2012 | $2.7M | $1.5M | $12.6M | $42.5M | $41.9M |
| 2011 | $2.4M | $1.5M | $12.5M | $51.2M | $50.7M |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data | PDF not yet published by IRS |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 1 |
| $0 |
| $0 |
| $0 |
| $0 |
| Paul Roye | Board Member - As Of 1/08/24 | 1 | $0 | $0 | $0 | $0 |
| Peggy Ho | Board Member | 2 | $0 | $101.5K | $0 | $101.5K |
| Robert W Cook | Chairperson, Thru 2/11/24, Ex Officio Board Member | 1 | $0 | $3.5M | $629.8K | $4.1M |
Jonathan S Sokobin
Chairperson - As Of 2/12/24
$1.1M
Hrs/Wk
1
Compensation
$0
Related Orgs
$1M
Other
$108.3K
Menekse Gencer
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Paul Roye
Board Member - As Of 1/08/24
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Peggy Ho
Board Member
$101.5K
Hrs/Wk
2
Compensation
$0
Related Orgs
$101.5K
Other
$0
Robert W Cook
Chairperson, Thru 2/11/24, Ex Officio Board Member
$4.1M
Hrs/Wk
1
Compensation
$0
Related Orgs
$3.5M
Other
$629.8K