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SAVINGUSA: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SAVINGUSA (EIN 84-3677004)
Tax period
2023-07-01 to 2023-12-31
Filed
2024-05-15
IRS object ID
202441369349201404
Schema version
2023v5.0
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

FieldValueIRS element (for citing)
Return2024-05-15T03:52:39-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541741749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARK HEINITZ CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16433 BURWELL STAddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22150ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN843677004EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAVINGUSABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSAVIBusinessNameControlTxt
Phone2027886888PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11032 15TH ST NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN MCCUEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2027886888PhoneNum
Signature2024-04-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSANPersonFirstNm
Person LastMCCUEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK HEINITZPreparerPersonNm
PTINP00061219PTIN
Phone7038221696PhoneNum
Preparation2024-05-15PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Final ReturnYes (X)FinalReturnInd
Application PendingYes (X)ApplicationPendingInd
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501cYes (X)Organization501cInd
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$0GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$0ContributionsGiftsGrantsEtcAmt
Program Service Revenue$0ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$0InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$0SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$0OtherRevenueTotalAmt
Total Revenue$0TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$185,542FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$5,965OtherExpensesTotalAmt
Total Expenses$191,507TotalExpensesAmt
Excess Or Deficit For Year-$191,507ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$191,507NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$0NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$191,507BOYAmt
EOY$0EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$191,507BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$191,507BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeSAVINGUSA'S MISSION IS DEDICATED TO RAISING AWARENESS, RESEARCH AND ADVOCACY AROUND ECONOMIC EQUITY AND LIFELONG FINANCIAL SECURITY FOR ALL WORKERS AND THEIR FAMILIES THROUGH IMPROVED SAVINGS AND RETIREMENT PROGRAMS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomSAVINGUSA ENGAGED IN COMMUNICATIONS AND RESEARCH ACTIVITIES DEDICATED TO RASISING AWARENESS,RESEARCH AND ADVOCACY AROUND ECONOMIC EQUITY AND LIFELONG FINANCIAL SECURITY FORALL WORKERS AND THEIR FAMILIES THROUGH IMPROVED SAVINGS AND RETIREMENT PROGRAMS.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$176,680ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$176,680TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUSAN MCCUE
DIRECTOR, PRESIDENT1.00$0$0$0
ALEX VON FURSTENBERG
DIRECTOR, TREASURER1.00$0$0$0
ALISON VON FURSTENBERG
DIRECTOR1.00$0$0$0
MICHAEL TUBBS
DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcYes (true)OrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PREMIER POLITICAL COMPLIANCEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11032 15TH ST NW STE 247AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Phone2027886888PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd

Schedule N IRS990ScheduleN

Liquidation Of Assets Table LiquidationOfAssetsTableGrp

Liquidation Of Assets Detail LiquidationOfAssetsDetail (2 entries)

Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDescDistributionDistributionDtFair Market Value Of AssetFairMarketValueOfAssetAmtMethod Of FMV DeterminationMethodOfFMVDeterminationTxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdIRC SectionIRCSectionTxtEINEIN
MARK HEINITZ CPA
ACCOUNTING SERVICES2023-12-01$2,970ACTUAL6433 BURWELL STSPRINGFIELDVA22150INDIVIDUAL
PREMIER POLITICAL COMPLIANCE INC
COMPLIANCE SERVICES2023-12-12$2,260ACTUAL1032 15TH ST NW SUITE 247WASHINGTONDC20005S CORP873423918
FieldValueIRS element (for citing)
Director Of SuccessorfalseDirectorOfSuccessorInd
Employee Of SuccessorfalseEmployeeOfSuccessorInd
Owner Of SuccessorfalseOwnerOfSuccessorInd
Receive CompensationfalseReceiveCompensationInd
Assets DistributedYes (true)AssetsDistributedInd
Required To Notify AGYes (true)RequiredToNotifyAGInd
Attorney General NotifiedYes (true)AttorneyGeneralNotifiedInd
Liabilities PaidYes (true)LiabilitiesPaidInd
Bonds OutstandingfalseBondsOutstandingInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990EZ, Part I, Line 16INSURANCE 4503.
Form 990EZ, Part I, Line 16OFFICE EXPENSES 598.
Form 990EZ, Part I, Line 16TAXES AND FEES 684.
Form 990EZ, Part I, Line 16TRAVEL 180.

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