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OUR MISSION IS EMPOWERING STUDENTS TO ACHIEVE THEIR GOALS AND BE WORKFORCE READY WITH LITTLE TO NO STUDENT DEBT. WE ACCOMPLISH THIS MISSION THROUGH AN INNOVATIVE, FOUR-PILLAR APPROACH TO FINANCIAL PREPARATION INCLUDING:- MATCHED SAVINGS SCHOLARSHIPS: STUDENT SAVINGS ARE MATCHED 8:1 THROUGH A PUBLIC-PRIVATE FUNDING MODEL PROVIDING UP TO $4,500 IN FUNDING PER ACADEMIC YEAR.- SUCCESS COACHING & ADVISING: ASSIST IN COMPLETING APPLICATIONS FOR ADMISSIONS AND FINANCIAL AID, TROUBLESHOOTING OBSTACLES, AND NAVIGATING UNIVERSITY SERVICES.- FINANCIAL EDUCATION: PERSONAL FINANCE TRAINING INTRODUCES STUDENTS TO BEST PRACTICES IN PERSONAL FINANCE, FINANCIAL LITERACY, AND COMMITTING TO A LIFETIME OF SAVING HELPING REDUCE STUDENT LOAN DEBT AND PREPARE FOR A HEALTHY FINANCIAL LIFE. WORKFORCE READINESS STUDENTS DEVELOP THE SKILLS EMPLOYERS SEEK WHEN HIRING, INCLUDING CRITICAL THINKING, PLANNING, LEADERSHIP, AND TEAMWORK. WE ALSO PROVIDE TRAINING SUCH AS RESUME WRITING AND INTERVIEWING.
Source: IRS Form 990 (Tax Year 2023)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2022
Total Revenue
▼$6.2M
Program Spending
85%
of total expenses go to program services
Total Contributions
$6.2M
Total Expenses
▼$3.5M
Total Assets
$4.4M
Total Liabilities
▼$738.3K
Net Assets
$3.7M
Officer Compensation
→$264.4K
Other Salaries
$1.4M
Investment Income
$2,139
Fundraising
▼N/A
Source: USAspending.gov · Searched by organization name
Total Federal Funding
$100K
Awards Found
1
| Awarding Agency | Description | Amount | Fiscal Year | Period | Link |
|---|---|---|---|---|---|
| Department of Health and Human Services | BEST - BECOMING ECONOMICALLY SUCCESSFUL TOGETHER | $100K | FY2016 | May 2016 – Apr 2021 | Open → |
Department of Health and Human Services
$100K
BEST - BECOMING ECONOMICALLY SUCCESSFUL TOGETHER
Source: Federal Audit Clearinghouse (fac.gov)
Total Audits
5
Clean Audits
5
Material Weakness
No
Noncompliance Issues
No
| Year | Status | Financial Report | Federal Expenditure | Low Risk | Accepted |
|---|---|---|---|---|---|
| 2025 | Clean | Unmodified (Clean) | $894.5K | No | 2026-03-26 |
| 2024 | Clean | Unmodified (Clean) | $848K | No | 2025-12-17 |
| 2023 | Clean | Unmodified (Clean) | $781.2K | Yes | 2024-01-08 |
| 2022 | Clean | Unmodified (Clean) | $1.6M | Yes | 2023-02-27 |
| 2021 | Clean | Unmodified (Clean) | $1M | No | 2022-02-17 |
Financial Report
Unmodified (Clean)
Federal Expenditure
$894.5K
Financial Report
Unmodified (Clean)
Federal Expenditure
$848K
Financial Report
Unmodified (Clean)
Federal Expenditure
$781.2K
Financial Report
Unmodified (Clean)
Federal Expenditure
$1.6M
Financial Report
Unmodified (Clean)
Federal Expenditure
$1M
Tax Year 2022 · 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: Yes
Deductibility code: PC
990-N (e-Postcard) Filing History
This organization files simplified Form 990-N (annual gross receipts ≤ $50,000).
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023 | $6.2M | $6.2M | $3.5M | $4.4M | $3.7M |
| 2022IRS e-File | $6.2M | $6.2M | $3.5M | $4.4M | $3.7M |
| 2021 | $2.5M | $2.5M | $2.4M | $1.5M | $778.4K |
| 2020 | $2.5M | $2.5M | $1.8M |
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 | DataIRS e-File | |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2022)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2022)
Federal grants: USAspending.gov (live)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Katherine L Hoffman | Chief Executive Officer | 50 | $201.4K | $0 | $17.1K | $218.4K |
| Leslie Shultz-Crist | Chief Operating Officer | 50 | $41.7K | $0 | $4,267 | $46K |
| Kellie Terhune Neely | Chair | 2 | $0 | $0 | $0 | $0 |
| Arturo Perez | Vice Chair | 2 | $0 | $0 | $0 | $0 |
| Terry Nay | Treasurer | 2 | $0 | $0 | $0 | $0 |
| Balu Natarajan | Secretary | 2 | $0 | $0 | $0 | $0 |
Katherine L Hoffman
Chief Executive Officer
$218.4K
Hrs/Wk
50
Compensation
$201.4K
Related Orgs
$0
Other
$17.1K
Leslie Shultz-Crist
Chief Operating Officer
$46K
Hrs/Wk
50
Compensation
$41.7K
Related Orgs
$0
Other
$4,267
Kellie Terhune Neely
Chair
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Arturo Perez
Vice Chair
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Terry Nay
Treasurer
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Balu Natarajan
Secretary
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Autumn Van Den Berg | Director | 2 | $0 | $0 | $0 | $0 |
| Beatriz Rendon | Director | 2 | $0 | $0 | $0 | $0 |
| Elizabeth Parsons | Director | 2 | $0 | $0 | $0 | $0 |
| Karla Morales | Director | 2 | $0 | $0 | $0 | $0 |
| Miranda Yousif | Director | 2 | $0 | $0 | $0 | $0 |
| Nikita Wolff | Director |
Autumn Van Den Berg
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Beatriz Rendon
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Elizabeth Parsons
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
| $984.1K |
| $716K |
| 2019 | $1.5M | $1.5M | $889.5K | $746.9K | $616.5K |
| 2018 | $996.6K | $379K | $1.1M | $241.7K | -$36.4K |
| 2017 | $1.1M | $411.7K | $1.2M | $414.9K | $45.1K |
| 2016 | $769.7K | $239.4K | $823.5K | $388.7K | -$11.6K |
| 2015 | $762.5K | $153.3K | $827.4K | $266.1K | $42.1K |
| 2014 | $560.6K | $365.6K | $554.8K | $322.8K | $107K |
| 2013 | $420K | $336.7K | $335.7K | $158.1K | $128K |
| 2012 | $23.6K | $23.6K | $39.7K | $44.7K | $43.7K |
| 2021 | 990 | Data | PDF not yet published by IRS |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2 |
| $0 |
| $0 |
| $0 |
| $0 |
| Stephanie Couser | Director | 2 | $0 | $0 | $0 | $0 |
| Steve Holmes | Director | 2 | $0 | $0 | $0 | $0 |
Karla Morales
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Miranda Yousif
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Nikita Wolff
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Stephanie Couser
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Steve Holmes
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0