CITIES FOR FINANCIAL EMPOWERMENT FUND INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CITIES FOR FINANCIAL EMPOWERMENT FUND INC (EIN 46-3612187)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-11
- IRS object ID
- 202621319349305387
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T17:41:17-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131655065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 FIFTH AVENUE SUITE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463612187 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITIES FOR FINANCIAL EMPOWERMENT FUND | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CITI | BusinessNameControlTxt |
| Phone | 6463621639 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 WALL STREET - SUITE 1050 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100052443 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN MINTZ | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 6463621639 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL WALLACE | PreparerPersonNm |
| PTIN | P00881958 | PTIN |
| Phone | 2126972299 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JONATHAN MINTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 WALL STREET - SUITE 1050 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100052443 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,266,819 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFEFUND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | HELP MUNICIPALITIES BUILD PROGRAMS AND STRATEGIES TO SUPPORT HOUSEHOLD FINANCIAL STABILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 34 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,228,700 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,352,511 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $663,658 | PYInvestmentIncomeAmt |
| CY Investment Income | $892,341 | CYInvestmentIncomeAmt |
| PY Other Revenue | $114,440 | PYOtherRevenueAmt |
| CY Other Revenue | $21,967 | CYOtherRevenueAmt |
| PY Total Revenue | $4,006,798 | PYTotalRevenueAmt |
| CY Total Revenue | $17,266,819 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,114,234 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,854,081 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,439,370 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,073,551 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $80,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $860,874 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,699,218 | PYOtherExpensesAmt |
| CY Other Expenses | $4,313,666 | CYOtherExpensesAmt |
| PY Total Expenses | $12,252,822 | PYTotalExpensesAmt |
| CY Total Expenses | $14,321,298 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$8,246,024 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,945,521 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,644,509 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,129,516 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,918,054 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,349,105 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,726,455 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,780,411 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OTHE CFE FUND'S MISSION IS TO LEVERAGE MUNICIPAL ENGAGEMENT TO IMPROVE THE FINANCIAL STABILITY OF HOUSEHOLDS BY EMBEDDING FINANCIAL EMPOWERMENT STRATEGIES INTO LOCAL GOVERNMENT INFRASTRUCTURE. THE CFE FUND FOCUSES PROGRAMMATIC, RESEARCH, AND POLICY EFFORTS TOWARDS DESIGNING, EMBEDDING, AND REPLICATING FINANCIAL EMPOWERMENT INITIATIVES WITHIN LOCAL GOVERNMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,108,471 | ExpenseAmt |
| Grant | $3,290,000 | GrantAmt |
| Desc | FINANCIAL EMPOWERMENT CENTERSMUNICIPAL FINANCIAL EMPOWERMENT CENTERS (FECS) OFFER PROFESSIONAL, ONE-ON-ONE FINANCIAL COUNSELING AS A FREE PUBLIC SERVICE. THE MODEL, FIRST PILOTED IN NEW YORK CITY, IS NOW ACTIVE IN 39 CITIES AND COUNTIES, HELPING OVER 200,000 CLIENTS REDUCE DEBT BY MORE THAN $344 MILLION AND INCREASE SAVINGS BY OVER $69 MILLION; DOZENS OF ADDITIONAL LOCAL GOVERNMENTS ARE WORKING TO LAUNCH A LOCAL FEC INITIATIVE. EACH PARTNER HAS SEEN INCREDIBLE DEMAND FOR FEC SERVICES AND HAS QUICKLY REALIZED THE IMPORTANCE OF THIS WORK; MANY HAVE TRANSITIONED SUCCESSFULLY FROM PRIVATE INVESTMENT INTO ONGOING PUBLIC FUNDING SUSTAINABILITY. (CONTINUED ON SCHEDULE O)THE CFE FUND'S FEC ACADEMY ENTRY POINT GUIDES CITIES AND COUNTIES THROUGH EACH STEP OF PLANNING TO LAUNCH THE MODEL LOCALLY. THIS YEAR, THE CFE FUND ALSO INTRODUCED LEGACY PLANNING AS A NEW FEC SERVICE PLAN; COUNSELORS CAN NOW HELP CLIENTS PROTECT THEIR ASSETS, PLAN FOR RETIREMENT, AND ACCESS RESOURCES TO HELP THEM CREATE LEGAL DOCUMENTS LIKE WILLS. FINALLY, THE CFE FUND IS PILOTING A NEW ENHANCEMENT TO THE FEC MODEL FOCUSING ON SMALL BUSINESS AND ENTREPRENEURSHIP SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,210,987 | ExpenseAmt |
| Grant | $600,000 | GrantAmt |
| Desc | CITY START THE CITYSTART INITIATIVE PROVIDES STRUCTURED SUPPORT TO HELP LOCAL GOVERNMENTS IDENTIFY FINANCIAL EMPOWERMENT GOALS, CONVENE RELEVANT STAKEHOLDERS, AND DEVELOP ACTIONABLE STRATEGIES, CULMINATING IN THE CREATION OF A "WEALTH EQUITY BLUEPRINT," ROOTED IN LOCAL INSIGHTS. THIS TWO-PHASE ENGAGEMENT COMBINES CRITICAL INSIGHTS ABOUT THE IMPACT OF FINANCIAL INSTABILITY ON MUNICIPAL GOVERNMENTS WITH TANGIBLE STRATEGIES TO HELP RESIDENTS BUILD FINANCIAL STABILITY. THE CFE FUND HAS SUPPORTED 50 MUNICIPALITIES THROUGH THE CITYSTART INITIATIVE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,121,076 | ExpenseAmt |
| Grant | $480,000 | GrantAmt |
| Desc | FINANCIAL EMPOWERMENT CITIES ACROSS 150 MUNICIPALITIES AND YEARS OF WORK, THE CFE FUND'S PROGRAMMATIC EXPERIENCE HAVE SHOWN THAT FINANCIAL EMPOWERMENT EFFORTS CAN ACHIEVE SUCCESSFUL OUTCOMES IN BOTH IMPACT AND SCALE WHEN THEY ARE LED BY LOCAL GOVERNMENT. THROUGH THE FINANCIAL EMPOWERMENT CITIES (FE CITIES) INITIATIVE, THE CFE FUND SUPPORTS MUNICIPALITIES TO MORE DEEPLY INVEST IN THEIR FINANCIAL EMPOWERMENT WORK BY CREATING A DEDICATED OFFICE OF FINANCIAL EMPOWERMENT (OFE). EACH COHORT OF FE CITIES LEADERS COMPLETES A TWO-YEAR TRAINING PROGRAM, WORKING WITH THE CFE FUND TO LAUNCH AND LEAD OFES IN THEIR RESPECTIVE MUNICIPALITIES. THE CFE FUND HAS SUPPORTED 10 MUNICIPALITIES THROUGH THE FE CITIES INITIATIVE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,843,715 | ExpenseAmt |
| Grant | $484,081 | GrantAmt |
| Revenue | $9,600 | RevenueAmt |
| Desc | ADDITIONAL CFE FUND PROGRAMS INCLUDE: SUPPORTING THE CFE COALITION, AN INVITATION-ONLY GROUP OF 19 CITIES ON THE CUTTING EDGE OF MUNICIPAL FINANCIAL EMPOWERMENT; LIAISING NATIONALLY WITH BANKING, REGULATORY, AND NONPROFIT ORGANIZATION PARTNERS TO ENSURE THAT EVERYONE HAS ACCESS TO SAFE, AFFORDABLE BANKING; CONNECTING LOCAL EMERGENCY MANAGEMENT LEADERSHIP WITH COMMUNITY AND GOVERNMENT FINANCIAL EMPOWERMENT RESOURCES TO ENSURE THAT EMERGENCY RESPONSE PROTOCOLS INCORPORATE PERSONAL FINANCE CONSIDERATIONS; DEVELOPING CONSUMER FINANCIAL PROTECTION CAPACITY; AND USING THE SCALE AND INFRASTRUCTURE OF MUNICIPAL YOUTH EMPLOYMENT PROGRAMS TO INTEGRATE TARGETED FINANCIAL EDUCATION AND BANKING ACCESS STRATEGIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,843,715 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $484,081 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $9,600 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $12,284,249 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 34 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA NICOLLE GRIST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6463621639 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 WALL STREET SUITE 1050 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JONATHAN MINTZ | ||||||||
| PRESIDENT AND CEO | 40.00 | Yes (X) | Yes (X) | $456,946 | $0 | $18,865 | ||
| KAREN FREEMAN-WILSON | ||||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOSE CISNEROS | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CATHLEEN MAHON | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NAOMI GENDLER CAMPER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LATIA CURRY HARRISON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN GRUENBERG | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LEIGH PHILLIPS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AMELIA ERWITT | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $264,113 | $0 | $47,397 | |||
| LISA NICOLLE GRIST | ||||||||
| CHIEF RESEARCH, EVALUATION & FINANCE | 40.00 | Yes (X) | $213,763 | $0 | $23,556 | |||
| TAMARA LINDSAY | ||||||||
| CHIEF - STRATEGY | 40.00 | $195,063 | $0 | $24,081 | Yes (X) | |||
| KAITLIN PLAT | ||||||||
| CHIEF- COMMUNICATIONS & DEVELOPMENT | 40.00 | $169,148 | $0 | $21,858 | Yes (X) | |||
| DAVID ROTHSTEIN | ||||||||
| SENIOR PRINCIPAL | 40.00 | $157,895 | $0 | $28,146 | Yes (X) | |||
| KANT DESAI | ||||||||
| SENIOR PRINCIPAL | 40.00 | $139,157 | $0 | $40,900 | Yes (X) | |||
| VICTORIA SELKOWE | ||||||||
| SENIOR PRINCIPAL | 40.00 | $143,018 | $0 | $33,466 | Yes (X) | |||
| ELISA LOPEZ | ||||||||
| SENIOR DIRECTOR | 40.00 | $113,330 | $0 | $28,737 | Yes (X) | |||
| AARON HIRSH | ||||||||
| PRINCIPAL | 40.00 | $109,758 | $0 | $14,110 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,962,191 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $281,116 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MDRC | |||||
| 200 VESEY STREET FL 23 | NEW YORK | NY | 10281 | PROGRAM EVALUATION | $600,000 |
| HIGHER ED INSIGHT LLC | |||||
| 8115 OLD DOMINION DR STE 200 | MCLEAN | VA | 22102 | PROGRAM EVALUATION | $482,579 |
| SOLIANT CONSULTING INC | |||||
| 14 N PEORIA STE 2H | CHICAGO | IL | 60607 | DATABASE AND WEBSITE DEVELOPMENT AND MAI | $313,364 |
| GROUP GORDON | |||||
| 747 THIRD AVE FL 32 | NEW YORK | NY | 10017 | COMMUNICATIONS STRATEGY | $190,800 |
| SIGHTLINES GROUP INC | |||||
| 1610 GLASCO TURNPIKE D2 | WOODSTOCK | NY | 12498 | DATABASE DEVELOPMENT AND MAINTENANCE | $155,423 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $16,352,511 | AllOtherContributionsAmt |
| Total Contributions | $16,352,511 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $892,341 | TotalRevenueColumnAmt |
| Exclusion | $892,341 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $21,967 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,600 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $12,367 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $21,967 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,266,819 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,600 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $904,708 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,854,081 | TotalAmt |
| Program Services | $4,854,081 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,505,575 | TotalAmt |
| Program Services | $751,614 | ProgramServicesAmt |
| Management And General | $352,898 | ManagementAndGeneralAmt |
| Fundraising | $401,063 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,688,643 | TotalAmt |
| Program Services | $2,229,222 | ProgramServicesAmt |
| Management And General | $322,155 | ManagementAndGeneralAmt |
| Fundraising | $137,266 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,016 | TotalAmt |
| Program Services | $109,986 | ProgramServicesAmt |
| Management And General | $15,533 | ManagementAndGeneralAmt |
| Fundraising | $7,497 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,482 | TotalAmt |
| Program Services | $318,059 | ProgramServicesAmt |
| Management And General | $64,168 | ManagementAndGeneralAmt |
| Fundraising | $51,255 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,835 | TotalAmt |
| Program Services | $224,004 | ProgramServicesAmt |
| Management And General | $49,596 | ManagementAndGeneralAmt |
| Fundraising | $39,235 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,912 | TotalAmt |
| Program Services | $97,136 | ProgramServicesAmt |
| Management And General | $641 | ManagementAndGeneralAmt |
| Fundraising | $135 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,001 | TotalAmt |
| Management And General | $123,001 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,000 | TotalAmt |
| Fundraising | $80,000 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,137 | TotalAmt |
| Program Services | $30,265 | ProgramServicesAmt |
| Management And General | $6,061 | ManagementAndGeneralAmt |
| Fundraising | $4,811 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $435,365 | TotalAmt |
| Program Services | $409,354 | ProgramServicesAmt |
| Management And General | $14,501 | ManagementAndGeneralAmt |
| Fundraising | $11,510 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $677,632 | TotalAmt |
| Program Services | $483,151 | ProgramServicesAmt |
| Management And General | $108,422 | ManagementAndGeneralAmt |
| Fundraising | $86,059 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,195 | TotalAmt |
| Program Services | $232,912 | ProgramServicesAmt |
| Management And General | $13,049 | ManagementAndGeneralAmt |
| Fundraising | $7,234 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,156 | TotalAmt |
| Program Services | $49,309 | ProgramServicesAmt |
| Management And General | $11,065 | ManagementAndGeneralAmt |
| Fundraising | $8,782 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RESEARCH AND EVALUATION | $817,740 | $817,740 | ||
| SITE VISITS AND CONVENI | $734,927 | $705,948 | $16,772 | $12,207 |
| PROGRAM SUPPORT SERVICE | $654,411 | $654,411 | ||
| COMMUNICATIONS | $302,966 | $290,036 | $7,208 | $5,722 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,224 | TotalAmt |
| Program Services | $27,021 | ProgramServicesAmt |
| Management And General | $71,105 | ManagementAndGeneralAmt |
| Fundraising | $8,098 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,321,298 | TotalAmt |
| Program Services | $12,284,249 | ProgramServicesAmt |
| Management And General | $1,176,175 | ManagementAndGeneralAmt |
| Fundraising | $860,874 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $989,001 | BOYAmt |
| EOY | $1,010,665 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,319,643 | BOYAmt |
| EOY | $19,157,226 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,033,334 | BOYAmt |
| EOY | $1,007,418 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,524 | BOYAmt |
| EOY | $143,348 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,318,007 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,671,199 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $633,839 | BOYAmt |
| EOY | $646,808 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,530,168 | BOYAmt |
| EOY | $5,164,051 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,644,509 | BOYAmt |
| EOY | $27,129,516 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $781,976 | BOYAmt |
| EOY | $711,431 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,577,749 | BOYAmt |
| EOY | $4,425,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,558,329 | BOYAmt |
| EOY | $5,212,674 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,918,054 | BOYAmt |
| EOY | $10,349,105 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,747,749 | BOYAmt |
| EOY | $7,549,058 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,978,706 | BOYAmt |
| EOY | $9,231,353 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,726,455 | BOYAmt |
| EOY | $16,780,411 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,644,509 | BOYAmt |
| EOY | $27,129,516 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,945,521 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $108,435 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,922,989 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,212,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,183,300 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,228,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,352,511 | CurrentTaxYearAmt |
| Total | $61,899,500 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,922,989 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,212,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,183,300 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,228,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,352,511 | CurrentTaxYearAmt |
| Total | $61,899,500 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $42,950,884 | SubstantialContributorsTotAmt |
| Public Support Total170 | $18,948,616 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,455 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,330 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $420,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $663,658 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $892,341 | CurrentTaxYearAmt |
| Total | $2,070,037 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,160 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,527 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,241 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,530 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,967 | CurrentTaxYearAmt |
| Total | $44,425 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $64,013,962 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $16,800 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.29600 | PublicSupportCY170Pct |
| Public Support PY170 | 0.18660 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST: | FormAndLineReferenceDesc |
| Explanation | THE CFE FUND WAS ESTABLISHED TO HELP LOCAL GOVERNMENTS BUILD PROGRAMS AND STRATEGIES TO SUPPORT HOUSEHOLD FINANCIAL STABILITY. THE CFE FUND QUALIFIES AS A PUBLICLY SUPPORTED CHARITY DESCRIBED IN INTERNAL REVENUE CODE SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI) BECAUSE IT MEETS THE 10% FACTS AND CIRCUMSTANCES TEST SET FORTH IN TREASURY REGULATION SECTION 1.170A-9(F)(3) FOR THE 2024 TAX YEAR. THE CFE FUND HAS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC AND COMMUNITY. THE CFE FUND BUILDS RELATIONSHIPS WITH A WIDE RANGE OF FOUNDATIONS, CORPORATIONS, AND NON-PROFIT ORGANIZATIONS INTERESTED IN IMPROVING THE FINANCIAL STABILITY OF HOUSEHOLDS AND COMMUNITIES WITH LOW- AND MODERATE-INCOMES. THESE ENTITIES OFTEN INVITE THE CFE FUND TO APPLY FOR FUNDS, AND THE CFE FUND ALSO SUBMITS UNSOLICITED PROPOSALS TO SIMILAR ENTITIES. THE CFE FUND'S 97 DIFFERENT SOURCES OF SUPPORT INCLUDE NATIONAL, REGIONAL, AND FAMILY FOUNDATIONS, FINANCIAL INSTITUTIONS INVOLVED IN CONSUMER BANKING AND INSURANCE, AND NON-PROFIT ORGANIZATIONS SUCH AS LIVING CITIES (THE NATIONAL COMMUNITY DEVELOPMENT INITIATIVE). IN ITS FIRST FIVE YEARS OF OPERATION AS A 501(C)3 ORGANIZATION, PUBLIC SUPPORT EQUALED FROM 47.94% TO 34.67% OF THE TOTAL SUPPORT RECEIVED BY THE CFE FUND. FOR THE 2024 TAXABLE YEAR, THE CFE FUND HAS A PUBLIC SUPPORT PERCENTAGE OF 29.60%. THE CFE FUND IS GOVERNED BY A BOARD OF DIRECTORS THAT INCLUDES ELECTED OFFICIALS AND OTHER INDIVIDUALS WHO ARE PROMINENT MEMBERS OF THE FINANCIAL EMPOWERMENT COMMUNITY AND HAVE SPECIAL KNOWLEDGE OF AND SIGNIFICANT EXPERTISE IN FINANCIAL EMPOWERMENT AND LOCAL GOVERNMENT STRATEGIES AND OPERATIONS. THE CFE FUND'S ENTIRE AND CONTINUOUS OPERATIONS ARE DEDICATED TO BUILDING AND ENHANCING SERVICES THAT BENEFIT THE GENERAL PUBLIC. ITS BANK ON INITIATIVE HAS INSPIRED MORE THAN 500 FINANCIAL INSTITUTIONS TO OFFER SAFE AND AFFORDABLE TRANSACTION ACCOUNTS THAT HAVE REACHED OVER 23 MILLION PEOPLE, PROTECTING THEM FROM OVERDRAFT FEES AND GIVING THEM A FOUNDATION FOR FUTURE ASSET BUILDING. ITS SUMMER JOBS CONNECT PROGRAM, AS PART OF BANK ON, HAS CONNECTED 1.5 MILLION YOUNG PEOPLE IN 55 CITIES TO SAFE BANKING ACCESS AND TARGETED FINANCIAL EDUCATION, SUPPORTING THEIR CAREER AND PERSONAL DEVELOPMENT. ITS FINANCIAL EMPOWERMENT CENTER INITIATIVE HAS PROVIDED FREE PROFESSIONAL FINANCIAL COUNSELING TO OVER 211,000 PEOPLE, HELPING THEM SAVE OVER $77 MILLION AND REDUCE DEBT BY OVER $370 MILLION. ITS CITYSTART INITIATIVE HAS HELPED CITY MANAGERS ENGAGE OVER 1,200 RESIDENTS AND REPRESENTATIVES OF LOCAL ORGANIZATIONS IN SHAPING MUNICIPAL STRATEGIES FOR PROVIDING ADDITIONAL FINANCIAL EMPOWERMENT SERVICES TO THE PUBLIC. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $113,282 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,429 | DepreciationAmt |
| Book Value | $95,853 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $290,276 | OtherCostOrOtherBasisAmt |
| Depreciation | $123,053 | DepreciationAmt |
| Book Value | $167,223 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,914,449 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,530,717 | DepreciationAmt |
| Book Value | $383,732 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $646,808 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSIT | $313,885 |
| OPERATING LEASE RIGHT-OF-USE ASSET | $4,790,002 |
| SUBGRANT RETURNS RECEIVABLES | $60,164 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,164,051 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $5,212,674 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,212,674 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $17,633,717 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $170,044 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $196,854 | RecoveriesPriorYearGrantsAmt |
| Revenue Not Reported | $366,898 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,266,819 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,266,819 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,579,761 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $170,044 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $88,419 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $258,463 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,321,298 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,321,298 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XII, LINE 2D - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | GRANTS REISSUED FROM RETURN OF RESTRICTED GRANT FUNDING 88,419. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOTT DEVELOPMENT SOLUTIONS GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4516 WOODDALE AVE | AddressLine1Txt |
| City | EDINA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55424 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | IDENTIFY STRATEGIES AND OPPORTUNITIES TO SUPPORT CFE FUND | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $80,000 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $80,000 | TotalRetainedByContractorsAmt |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (86 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ALLEGHENY COUNTY | |||||||||
| 1 SMITHFIELD STREET | PITTSBURGH | PA | 15222 | 256001017 | $50,000 | $0 | LAUNCHING A LOCAL FINANCIAL EMPOWERMENT CENTER (FEC) INITIATIVE | ||
| ALLEGHENY COUNTY | |||||||||
| 1 SMITHFIELD STREET | PITTSBURGH | PA | 15222 | 256001017 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| ASPEN COMMUNITY FOUNDATION | |||||||||
| 455 GOLD RIVERS COURT SUITE 515 | BASALT | CO | 81621 | 840829226 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | 501(C)(3) | |
| CITY OF AKRON | |||||||||
| 166 S HIGH STREET | AKRON | OH | 44308 | 346000020 | $90,000 | $0 | PILOTING MUNICIPALLY-LED FINANCIAL COUNSELING TO ADDRESS SMALL BUSINESS DEVELOPMENT | ||
| CITY OF AKRON | |||||||||
| 166 S HIGH STREET | AKRON | OH | 44308 | 346000020 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| CITY OF ALBUQUERQUE | |||||||||
| 1 CIVIC PLAZA NW ROOM 1080B PO BOX | ALBUQUERQUE | NM | 87102 | 856000102 | $70,000 | $0 | SUPPORTING A FULL-TIME LEADER TO PLAN A MUNICIPAL OFFICE OF FINANCIAL EMPOWERMENT | 17 | |
| CITY OF ALBUQUERQUE FOUNDATION | |||||||||
| ONE CIVIC PLAZA | ALBUQUERQUE | NM | 87102 | 850295444 | $25,000 | $0 | EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION. | 501(C)(3) | |
| CITY OF AURORA | |||||||||
| 44 E DOWNER PLACE | AURORA | IL | 60507 | 366005778 | $90,000 | $0 | PILOTING MUNICIPALLY-LED FINANCIAL COUNSELING TO ADDRESS SMALL BUSINESS DEVELOPMENT | ||
| CITY OF AURORA | |||||||||
| 44 E DOWNER PLACE | AURORA | IL | 60507 | 366005778 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| CITY OF BALTIMORE | |||||||||
| 417 E FAYETTE STREET SUITE 468 | BALTIMORE | MD | 21202 | 526000769 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| CITY OF BROOKLYN PARK | |||||||||
| 5200 85TH AVENUE N | BROOKLYN PARK | MN | 55443 | 416008804 | $20,000 | $0 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. | ||
| CITY OF CHARLESTON SC | |||||||||
| 75 CALHOUN STREET SUITE 3700 | CHARLESTON | SC | 29403 | 576000226 | $200,000 | $0 | LAUNCHING A LOCAL FINANCIAL EMPOWERMENT CENTER (FEC) INITIATIVE | ||
| CITY OF CLARKSVILLE TN | |||||||||
| 1 PUBLIC SQUARE SUITE 201 | CLARKSVILLE | TN | 37040 | 626000261 | $20,000 | $0 | PLANNING TO LAUNCH A LOCAL FINANCIAL EMPOWERMENT CENTER (FEC) INITIATIVE | ||
| CITY OF COLUMBUS | |||||||||
| 90 WEST BROAD STREET 1ST FLOOR | COLUMBUS | OH | 43215 | 316400223 | $90,000 | $0 | PILOTING MUNICIPALLY-LED FINANCIAL COUNSELING TO ADDRESS SMALL BUSINESS DEVELOPMENT | ||
| CITY OF COLUMBUS | |||||||||
| 90 WEST BROAD STREET 1ST FLOOR | COLUMBUS | OH | 43215 | 316400223 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| CITY OF DALLAS | |||||||||
| 1500 MARILLA STREET 6BN | DALLAS | TX | 75201 | 756000508 | $70,000 | $0 | SUPPORTING A FULL-TIME LEADER TO PLAN A MUNICIPAL OFFICE OF FINANCIAL EMPOWERMENT | ||
| CITY OF DETROIT | |||||||||
| 2 WOODWARD AVENUE SUITE 1126 | DETROIT | MI | 48226 | 386004606 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| CITY OF GAITHERSBURG | |||||||||
| 31 S SUMMIT AVENUE | GAITHERSBURG | MD | 20877 | 526000792 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| CITY OF JACKSON TN | |||||||||
| 121 E MAIN STREET SUITE 203 | JACKSON | TN | 38301 | 626000316 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| CITY OF JACKSON TN | |||||||||
| 121 E MAIN STREET SUITE 203 | JACKSON | TN | 38301 | 626000316 | $20,000 | $0 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. | ||
| CITY OF KANSAS CITY MO | |||||||||
| 414 E 12TH STREET SUITE 404 | KANSAS CITY | MO | 64106 | 446000201 | $100,000 | $0 | CONVENING STAKEHOLDERS AND CREATING A MUNICIPAL FINANCIAL EMPOWERMENT BLUEPRINT | ||
| CITY OF LANSING | |||||||||
| 124 W MICHIGAN AVENUE 8TH FLOOR | LANSING | MI | 48933 | 386004628 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| CITY OF LITTLE ROCK AR | |||||||||
| 500 W MARKHAN STREET SUITE B-10 | LITTLE ROCK | AR | 72201 | 716014465 | $100,000 | $0 | SUPPORTING A FULL-TIME LEADER TO PLAN A MUNICIPAL OFFICE OF FINANCIAL EMPOWERMENT | ||
| CITY OF MADISON | |||||||||
| 215 MARTIN LUTHER KING JR BOULEVARD | MADISON | WI | 53703 | 396005507 | $40,000 | $0 | INDENTIFYING AND IMPLEMENTING STRATEGIES TO CONNECT AT-RISK YOUTH TO BANKING | SUITE 300 | |
| CITY OF MEMPHIS TN | |||||||||
| 170 N MAIN STREET | MEMPHIS | TN | 38103 | 626000361 | $100,000 | $0 | CONVENING STAKEHOLDERS AND CREATING A MUNICIPAL FINANCIAL EMPOWERMENT BLUEPRINT | ||
| CITY OF MILWAUKEE WI | |||||||||
| 200 E WELLS STREET ROOM 103 | MILWAUKEE | WI | 53202 | 396005532 | $50,000 | $0 | LAUNCHING A LOCAL FINANCIAL EMPOWERMENT CENTER (FEC) INITIATIVE | ||
| CITY OF MILWAUKEE WI | |||||||||
| 200 E WELLS STREET ROOM 103 | MILWAUKEE | WI | 53202 | 396005532 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| CITY OF MOUNT VERNON NY | |||||||||
| 1 ROOSEVELT SQUARE SUITE 211 | MOUNT VERNON | NY | 10552 | 132574843 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| CITY OF NEW HAVEN | |||||||||
| 165 CHURCH STREET | NEW HAVEN | CT | 06511 | 066001876 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| CITY OF NORFOLK VA | |||||||||
| 501-A BOUSH STREET | NORFOLK | VA | 23510 | 546001455 | $20,000 | $0 | PLANNING TO LAUNCH A LOCAL FINANCIAL EMPOWERMENT CENTER (FEC) INITIATIVE | ||
| CITY OF PATERSON | |||||||||
| 155 MARKET STREET | PATERSON | NJ | 07505 | 226002200 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| CITY OF PHILADELPHIA | |||||||||
| 1401 JFK BOULEVARD | PHILADELPHIA | PA | 19102 | 236003047 | $185,000 | $0 | LAUNCHING A LOCAL FINANCIAL EMPOWERMENT CENTER (FEC) INITIATIVE | ||
| CITY OF PUEBLO CO | |||||||||
| 1 CITY HALL PLACE | PUEBLO | CO | 81003 | 846000615 | $100,000 | $0 | LAUNCHING A LOCAL FINANCIAL EMPOWERMENT CENTER (FEC) INITIATIVE | ||
| CITY OF PUEBLO CO | |||||||||
| 1 CITY HALL PLACE | PUEBLO | CO | 81003 | 846000615 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| CITY OF RACINE | |||||||||
| 730 WASHINGTON AVENUE | RACINE | WI | 53403 | 396005581 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| CITY OF ROCHESTER | |||||||||
| 30 CHURCH STREET | ROCHESTER | NY | 14614 | 166002551 | $90,000 | $0 | PILOTING MUNICIPALLY-LED FINANCIAL COUNSELING TO ADDRESS SMALL BUSINESS DEVELOPMENT | ||
| CITY OF ROCHESTER | |||||||||
| 30 CHURCH STREET | ROCHESTER | NY | 14614 | 166002551 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| CITY OF SACRAMENTO | |||||||||
| 915 I STREET | SACRAMENTO | CA | 95814 | 946000410 | $90,000 | $0 | PILOTING MUNICIPALLY-LED FINANCIAL COUNSELING TO ADDRESS SMALL BUSINESS DEVELOPMENT | ||
| CITY OF SACRAMENTO | |||||||||
| 915 I STREET | SACRAMENTO | CA | 95814 | 946000410 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| CITY OF SACRAMENTO | |||||||||
| 915 I STREET | SACRAMENTO | CA | 95814 | 946000410 | $70,000 | $0 | SUPPORTING A FULL-TIME LEADER TO PLAN A MUNICIPAL OFFICE OF FINANCIAL EMPOWERMENT | ||
| CITY OF SALINAS CA | |||||||||
| 200 LINCOLN AVENUE | SALINAS | CA | 93901 | 946000412 | $20,000 | $0 | PLANNING TO LAUNCH A LOCAL FINANCIAL EMPOWERMENT CENTER (FEC) INITIATIVE | ||
| CITY OF SAN ANTONIO | |||||||||
| 100 W HOUSTON STREET 9TH FLOOR | SAN ANTONIO | TX | 78205 | 746002070 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| CITY OF SAN JOSE | |||||||||
| 5730 CHAMBERTIN DRIVE | SAN JOSE | CA | 95118 | 453156415 | $40,000 | $0 | INDENTIFYING AND IMPLEMENTING STRATEGIES TO CONNECT AT-RISK YOUTH TO BANKING | ||
| CITY OF SANTA FE | |||||||||
| 200 LINCOLN AVENUE | SANTA FE | NM | 87501 | 856000168 | $20,000 | $0 | PLANNING TO LAUNCH A LOCAL FINANCIAL EMPOWERMENT CENTER (FEC) INITIATIVE | ||
| CITY OF SAVANNAH | |||||||||
| 801 E GWINNETT STREET | SAVANNAH | GA | 31401 | 586000660 | $100,000 | $0 | CONVENING STAKEHOLDERS AND CREATING A MUNICIPAL FINANCIAL EMPOWERMENT BLUEPRINT | ||
| CITY OF SHREVEPORT | |||||||||
| 715 TEXAS STREET SUITE 102 | SHREVEPORT | LA | 71101 | 726001326 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| CITY OF SOUTH BEND | |||||||||
| 227 W JEFFERSON BOULEVARD SUITE | SOUTH BEND | IN | 46601 | 356001201 | $75,000 | $0 | LAUNCHING A LOCAL FINANCIAL EMPOWERMENT CENTER (FEC) INITIATIVE | 1400 S | |
| CITY OF SOUTH BEND | |||||||||
| 227 W JEFFERSON BOULEVARD SUITE | SOUTH BEND | IN | 46601 | 356001201 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | 1400 S | |
| CITY OF SOUTH BEND | |||||||||
| 227 W JEFFERSON BOULEVARD SUITE | SOUTH BEND | IN | 46601 | 356001201 | $20,000 | $0 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. | 1400 S | |
| CITY OF SOUTH SAN FRANCISCO CA | |||||||||
| 400 GRAND AVENUE PO BOX 711 | SOUTH SAN FRANCISCO | CA | 94080 | 946000435 | $20,000 | $0 | PLANNING TO LAUNCH A LOCAL FINANCIAL EMPOWERMENT CENTER (FEC) INITIATIVE | ||
| CITY OF SPRINGFIELD MA | |||||||||
| 36 COURT STREET | SPRINGFIELD | MA | 01103 | 046001415 | $100,000 | $0 | CONVENING STAKEHOLDERS AND CREATING A MUNICIPAL FINANCIAL EMPOWERMENT BLUEPRINT | ||
| CITY OF ST LOUIS | |||||||||
| 1200 MARKET STREET | ST LOUIS | MO | 63103 | 436003231 | $20,000 | $0 | PLANNING TO LAUNCH A LOCAL FINANCIAL EMPOWERMENT CENTER (FEC) INITIATIVE | ||
| CITY OF ST PETERSBURG FL | |||||||||
| ONE 4TH STREET N 5TH FLOOR | PETERSBURG | FL | 33701 | 596000424 | $100,000 | $0 | CONVENING STAKEHOLDERS AND CREATING A MUNICIPAL FINANCIAL EMPOWERMENT BLUEPRINT | ||
| CITY OF TALLAHASSEE FL | |||||||||
| 300 S ADAMS STREET | TALLAHASSEE | FL | 32301 | 596000435 | $20,000 | $0 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. | ||
| CITY OF TEMPE AZ | |||||||||
| 3500 S RURAL ROAD SUITE 202 | TEMPE | AZ | 85282 | 866000262 | $20,000 | $0 | PLANNING TO LAUNCH A LOCAL FINANCIAL EMPOWERMENT CENTER (FEC) INITIATIVE | ||
| CITY OF TULSA | |||||||||
| 175 E SECOND STREET SUITE 1570 | TULSA | OK | 74103 | 736005470 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| CITY OF WACO | |||||||||
| 209 S 28TH STREET | WACO | TX | 76710 | 746002468 | $20,000 | $0 | PLANNING TO LAUNCH A LOCAL FINANCIAL EMPOWERMENT CENTER (FEC) INITIATIVE | ||
| COMMUNITY FOUNDATION OF NEW JERSEY | |||||||||
| 35 KNOX HILL ROAD | MORRISTOWN | NJ | 07960 | 222281783 | $40,000 | $0 | INDENTIFYING AND IMPLEMENTING STRATEGIES TO CONNECT AT-RISK YOUTH TO BANKING | 501(C)(3) | |
| EMPLOY MILWAUKEE | |||||||||
| 2342 N 27TH STREET | MILWAUKEE | WI | 53210 | 391636835 | $20,000 | $0 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. | 501(C)(3) | |
| EQUAL JUSTICE WORKS | |||||||||
| 1730 M STREET NW 800 | WASHINGTON | DC | 20036 | 521469738 | $280,000 | $0 | FACILITATE A LEGAL FELLOWSHIP PROGRAM TO PROVIDE LEGAL ASSISTANCE TO FEC CLIENTS | 501(C)(3) | |
| FINANCIAL EDUCATION OF MINNESOTA | |||||||||
| 5871 CEDAR LAKE ROAD S SUITE 105 | ST LOUIS PARK | MN | 55416 | 453838047 | $25,000 | $0 | EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION | 501(C)(3) | |
| FINANCIAL EMPOWERMENT NETWORK | |||||||||
| 17701 108TH AVENUE SE 101 | RENTON | WA | 98055 | 822691437 | $25,000 | $0 | EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION | 501(C)(3) | |
| GREENVILLE COUNTY | |||||||||
| 301 UNIVERSITY RIDGE | GREENVILLE | SC | 29601 | 576000356 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| JEFFERSON COUNTY WI | |||||||||
| 311 S CENTER AVENUE | JEFFERSON | WI | 53549 | 396005705 | $100,000 | $0 | LAUNCHING A LOCAL FINANCIAL EMPOWERMENT CENTER (FEC) INITIATIVE | ||
| LEON COUNTY GOVERNMENT FL | |||||||||
| 301 S MONROE STREET SUITE 202 | TALLAHASSEE | FL | 32301 | 596000708 | $20,000 | $0 | PLANNING TO LAUNCH A LOCAL FINANCIAL EMPOWERMENT CENTER (FEC) INITIATIVE | ||
| LOUISVILLE METRO GOVERNMENT | |||||||||
| 701 WEST ORMSBY AVENUE SUITE 201 | LOUISVILLE | KY | 40203 | 320049006 | $90,000 | $0 | PILOTING MUNICIPALLY-LED FINANCIAL COUNSELING TO ADDRESS SMALL BUSINESS DEVELOPMENT | ||
| LOUISVILLE METRO GOVERNMENT | |||||||||
| 701 W ORMSBY AVENUE SUITE 201 | LOUISVILLE | KY | 40203 | 320049006 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| MAYOR'S FUND FOR LOS ANGELES | |||||||||
| 1000 N ALAMEDA | LOS ANGELES | CA | 90012 | 471084641 | $70,000 | $0 | SUPPORTING A FULL-TIME LEADER TO PLAN A MUNICIPAL OFFICE OF FINANCIAL EMPOWERMENT | 501(C)(3) | |
| MAYOR'S FUND TO ADVANCE NEW YORK CITY | |||||||||
| 253 BROADWAY 6TH FLOOR | NEW YORK | NY | 10007 | 133783906 | $80,000 | $0 | INDENTIFYING AND IMPLEMENTING STRATEGIES TO CONNECT AT-RISK YOUTH TO BANKING | 501(C)(3) | |
| MILWAUKEE COUNTY WI | |||||||||
| 600 N PLANKINTON AVENUE SUITE 600 | MILWAUKEE | WI | 53203 | 396005720 | $100,000 | $0 | CONVENING STAKEHOLDERS AND CREATING A MUNICIPAL FINANCIAL EMPOWERMENT BLUEPRINT | ||
| ORANGE COUNTY GOVERNMENT FL | |||||||||
| 201 S ROSALIND AVENUE | ORLANDO | FL | 32802 | 596000773 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| PARACHUTE CREDIT COUNSELING | |||||||||
| GARDENVILLE PARKWAY | WEST SENECA | NY | 14224 | 160909583 | $25,000 | $0 | EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION | 501(C)(3) | |
| POLK COUNTY | |||||||||
| 111 COURT AVENUE ROOM 315 | DES MONIES | IA | 50309 | 426004519 | $100,000 | $0 | PILOTING MUNICIPALLY-LED FINANCIAL COUNSELING TO ADDRESS SMALL BUSINESS DEVELOPMENT | ||
| POLK COUNTY | |||||||||
| 111 COURT AVENUE ROOM 315 | DES MONIES | IA | 50309 | 426004519 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| SARASOTA COUNTY FL | |||||||||
| 1660 RINGLING BOULEVARD | SARASOTA | FL | 34230 | 596000848 | $20,000 | $0 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. | ||
| SHELBY COUNTY | |||||||||
| 157 POPLAR AVENUE | MEMPHIS | TN | 38103 | 311712061 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| SHELBY COUNTY | |||||||||
| 157 POPLAR AVENUE | MEMPHIS | TN | 38103 | 311712061 | $20,000 | $0 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. | ||
| SUMMIT COUNTY OH | |||||||||
| 1180 S MAIN STREET SUITE 102 | AKRON | OH | 44301 | 346002767 | $20,000 | $0 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. | ||
| THE METROPOLITAN GOVERNMENT OF NASHVILLE AND DAVIDSON COUNTY | |||||||||
| 1 PUBLIC SQUARE | NASHVILLE | TN | 37201 | 620694743 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| THE METROPOLITAN GOVERNMENT OF NASHVILLE AND DAVIDSON COUNTY | |||||||||
| 1 PUBLIC SQUARE | NASHVILLE | TN | 37201 | 620694743 | $100,000 | $0 | SUPPORTING A FULL-TIME LEADER TO PLAN A MUNICIPAL OFFICE OF FINANCIAL EMPOWERMENT | ||
| UNITED WAY OF SOUTHEAST LOUISIANA | |||||||||
| 2401 CANAL STREET | NEW ORLEANS | LA | 70119 | 720471369 | $25,000 | $0 | EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION | 501(C)(3) | |
| UNITED WAY OF THE PLAINS | |||||||||
| 245 N WATER STREET | WICHITA | KS | 67202 | 480547688 | $25,000 | $0 | EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION | 501(C)(3) | |
| WASHTENAW COUNTY | |||||||||
| 200 NORTH MAIN STREET SUITE 300 | ANN ARBOR | MI | 48104 | 386004894 | $50,000 | $0 | INCORPORATING LEGACY PLANNING INTO THE FEC MODEL | ||
| WEALTH WATCHERS | |||||||||
| 5310 LENOX AVENUE SUITE 4 | JACKSONVILLE | FL | 32205 | 010638984 | $25,000 | $0 | EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION | 501(C)(3) | |
| YOUNG VOICES | |||||||||
| 204 WESTMINSTER STREET SUITE 2A | PROVIDENCE | RI | 02903 | 432103674 | $20,000 | $0 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS | 501(C)(3) | |
| ADJUSTMENT FOR RETURN OF RESTRICTED GRANT FUNDING AND DISCOUNTING TO PRESEN | |||||||||
| -$90,919 | $0 | ADJUSTMENT FOR RETURN OF RESTRICTED GRANT FUNDING AND DISCOUNTING TO PRESENT VALUE. | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 85 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANT AGREEMENTS CONTAIN THE GRANTEE'S BUDGET FOR HOW THEY PLAN TO USE GRANT FUNDS, AND LANGUAGE ON PROPER USE OF FUNDS. GRANTEES ARE REQUIRED TO SUBMIT FINAL REPORTS WITH ACCOUNTING OF FUNDS SPENT ALONG WITH NARRATIVE REPORTS OUTLINING PROGRAM OPERATIONS AND BENCHMARKING PERFORMANCE AGAINST GRANT GOALS. IN ADDITION, CFE FUND STAFF ENSURE THAT GRANTS ARE USED FOR INTENDED PURPOSES THROUGH REGULAR ACTIVITIES SUCH AS PHONE CALLS AND SITE VISITS, WHICH OFTEN INCLUDE FIELD VISITS TO OBSERVE PROGRAMMATIC OPERATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JONATHAN MINTZ | ||||||||||||||
| PRESIDENT AND CEO | $456,946 | $0 | $0 | $0 | $0 | $0 | $18,301 | $0 | $564 | $0 | $475,811 | $0 | $0 | $0 |
| AMELIA ERWITT | ||||||||||||||
| CHIEF OPERATING OFFICER | $264,113 | $0 | $0 | $0 | $0 | $0 | $13,823 | $0 | $33,574 | $0 | $311,510 | $0 | $0 | $0 |
| LISA NICOLLE GRIST | ||||||||||||||
| CHIEF RESEARCH, EVALUATION & FINANCE | $213,763 | $0 | $0 | $0 | $0 | $0 | $13,014 | $0 | $10,542 | $0 | $237,319 | $0 | $0 | $0 |
| TAMARA LINDSAY | ||||||||||||||
| CHIEF - STRATEGY | $195,063 | $0 | $0 | $0 | $0 | $0 | $11,500 | $0 | $12,581 | $0 | $219,144 | $0 | $0 | $0 |
| KAITLIN PLAT | ||||||||||||||
| CHIEF- COMMUNICATIONS & DEVELOPMENT | $169,148 | $0 | $0 | $0 | $0 | $0 | $9,822 | $0 | $12,036 | $0 | $191,006 | $0 | $0 | $0 |
| DAVID ROTHSTEIN | ||||||||||||||
| SENIOR PRINCIPAL | $157,895 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $28,146 | $0 | $186,041 | $0 | $0 | $0 |
| KANT DESAI | ||||||||||||||
| SENIOR PRINCIPAL | $139,157 | $0 | $0 | $0 | $0 | $0 | $8,250 | $0 | $32,650 | $0 | $180,057 | $0 | $0 | $0 |
| VICTORIA SELKOWE | ||||||||||||||
| SENIOR PRINCIPAL | $143,018 | $0 | $0 | $0 | $0 | $0 | $9,000 | $0 | $24,466 | $0 | $176,484 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT HELPED PREPARE AND CONDUCTED A DETAILED REVIEW OF THE FORM 990. A COPY OF THE FORM 990 IS SENT ELECTRONICALLY BY MANAGEMENT TO THE FULL BOARD OF DIRECTORS FOR REVIEW PRIOR TO ITS SUBMISSION TO THE IRS. IT IS SENT WITH A COVER MEMO HIGHLIGHTING KEY ITEMS. BOARD MEMBERS ARE INVITED TO REPLY ELECTRONICALLY WITH COMMENTS OR QUESTIONS. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS SUBMIT ANNUAL DISCLOSURES; TO DATE THERE HAVE NOT BEEN ANY CONFLICTS TO MONITOR. |
| FORM 990, PART VI, SECTION B, LINE 15 | TO ESTABLISH THE CEO'S STARTING COMPENSATION, THE BOARD OF DIRECTORS ESTABLISHED A COMPENSATION COMMITTEE, WHICH CONSISTED OF THE THEN-4 INDEPENDENT MEMBERS. THE COMMITTEE CHAIR CONDUCTED A MARKET ANALYSIS AND THEN PRESENTED FINDINGS AND RECOMMENDATIONS TO THE REST OF THE COMMITTEE, WHO MET AND VOTED ON THE AMOUNT OF COMPENSATION FOR THE PRESIDENT AND CEO. IN SUBSEQUENT FISCAL YEARS, THE INDEPENDENT BOARD MEMBERS JOINTLY DETERMINE SALARY INCREASES FOR THE CEO, IF ANY, USING VARIOUS PROCESSES SUCH AS A FORMAL MARKET ANALYSIS, CEO PERFORMANCE FEEDBACK FROM RELEVANT STAKEHOLDERS, AND OTHER RELEVANT INPUT. THE BOARD OF DIRECTORS FORMALLY DELEGATES TO THE PRESIDENT AND CEO THE SETTING OF COMPENSATION FOR OTHER EMPLOYEES. PERIODICALLY, THE CFE FUND HIRES AN EXTERNAL FIRM TO REVIEW THE ORGANIZATION-WIDE COMPENSATION SCHEME, USING DETAILED COMPARABLES AND ANALYSIS. THE MOST RECENT ORGANIZATION-WIDE COMPENSATION REVIEW PROCESS WAS CONDUCTED IN 2023 AND WAS TRACKED BY THE BOARD TO THE CEO'S SALARY ADJUSTMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE TO FUNDING ORGANIZATIONS UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | RETURN OF RESTRICTED GRANT FUNDING 196,854. GRANTS REISSUED FROM RETURN OF RESTRICTED GRANT FUNDING -88,419. |