2025-05-08T13:30:39-05:00 2024-06-30 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2023-07-01 463612187 CITIES FOR FINANCIAL EMPOWERMENT FUND INC CITI 6463621639 44 WALL STREET - SUITE 1050 NEW YORK NY 100052443 JONATHAN MINTZ PRESIDENT AND CEO 6463621639 2025-05-08 1 0 MICHAEL WALLACE P00881958 2126972299 2023 2025-03-06 01:10:19Z JONATHAN MINTZ 44 WALL STREET - SUITE 1050 NEW YORK NY 100052443 4006798 0 X WWW.CFEFUND.ORG X 2013 NY HELP MUNICIPALITIES BUILD PROGRAMS AND STRATEGIES TO SUPPORT HOUSEHOLD FINANCIAL STABILITY. 8 7 35 7 0 0 7183300 3228700 16800 0 420253 663658 8241 114440 7628594 4006798 2742998 4114234 0 0 3822554 4439370 0 0 739345 3833432 3699218 10398984 12252822 -2770390 -8246024 27222487 23644509 5040466 9918054 22182021 13726455 X 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. 0 0 5710226 1607513 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 35 CITIES AND COUNTIES, HELPING ALMOST 190,000 CLIENTS REDUCE DEBT BY OVER $315 MILLION AND INCREASE SAVINGS BY OVER $61 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. FINALLY, THE CFE FUND IS PILOTING NEW ENHANCEMENTS TO THE FEC MODEL RANGING FROM CONNECTIONS TO SMALL BUSINESS/ENTREPRENEURSHIP SERVICES TO ESTATE PLANNING. 1699171 875684 80 BANK ONBANK ON PROVIDES CENTRAL SUPPORT TO 100 LOCAL COALITIONS AND LIAISES NATIONALLY WITH BANKING, REGULATORY, AND NONPROFIT ORGANIZATION PARTNERS TO ENSURE THAT EVERYONE HAS ACCESS TO SAFE, AFFORDABLE BANKING. PROGRAM ACCOMPLISHMENTS INCLUDE: THE RELEASE OF THE FIRST-EVER BANK ON NATIONAL ACCOUNT STANDARDS, AND THE ACCOMPANYING MOVEMENT OF THE MARKET TO MEET THE STANDARDS; THE CREATION OF AN INFRASTRUCTURE TO EVALUATE AND VALIDATE ACCOUNTS THAT MEET THE STANDARDS; THE CREATION OF A PLATFORM TO FACILITATE AND AGGREGATE FINANCIAL INSTITUTION REPORTING OF DATA ABOUT BANK ON ACCOUNTS; A RANGE OF GRANT SUPPORT TO ASSIST LOCAL COALITIONS... (CONTINUED ON SCHEDULE O) IN BUILDING THEIR CAPACITY AND EXPANDING BANKING ACCESS, INCLUDING THROUGH THE DEVELOPMENT OF REPLICABLE, LARGE-SCALE PROGRAMS THAT CONNECT UNDERSERVED POPULATIONS TO CERTIFIED ACCOUNTS; THE ESTABLISHMENT OF THE BANK ON FELLOWSHIP TO DEMONSTRATE WHAT FULL-TIME COALITION LEADERSHIP CAN ACCOMPLISH; AND ADDITIONAL TECHNICAL ASSISTANCE EFFORTS AIMED AT HELPING FINANCIAL INSTITUTIONS AND MUNICIPAL LEADERS UPGRADE AND REINVIGORATE LOCAL BANK ON PROGRAMS. 1292079 750000 EMERGENCY FINANCIAL EMPOWERMENT NATURAL DISASTERS, PUBLIC HEALTH CRISES, AND OTHER LOCALIZED EMERGENCIES CAN HAVE SERIOUS FINANCIAL RAMIFICATIONS FOR INDIVIDUALS AND FAMILIES, DUE TO UNEXPECTED EXPENSES, LOSS OF INCOME, AND LIMITED ACCESS TO RELIEF SUPPORTS AND PROGRAMS. THE EMERGENCY FINANCIAL EMPOWERMENT (EFE) INITIATIVE PARTNERS LOCAL EMERGENCY MANAGEMENT LEADERSHIP WITH GOVERNMENT AND OTHER COMMUNITY FINANCIAL EMPOWERMENT RESOURCES TO ENSURE THAT EMERGENCY RESPONSE PROTOCOLS INCORPORATE CRITICAL PERSONAL FINANCE PREPAREDNESS AND RESPONSE. 1772262 881037 ADDITIONAL CFE FUND PROGRAMS INCLUDE: SUPPORTING THE CFE COALITION, AN INVITATION-ONLY GROUP OF 19 CITIES ON THE CUTTING EDGE OF MUNICIPAL FINANCIAL EMPOWERMENT; DEVELOPING CONSUMER FINANCIAL PROTECTION CAPACITY AND OFFICES OF FINANCIAL EMPOWERMENT WITHIN LOCAL GOVERNMENT; PROVIDING INTENSIVE TECHNICAL ASSISTANCE TO HELP CITIES AND OTHER GOVERNMENT LEADERS EMBED FINANCIAL EMPOWERMENT STRATEGIES INTO PROGRAMS AND INFRASTRUCTURE, FOCUSING ON THE NEEDS OF BLACK RESIDENTS; AND USING THE SCALE AND INFRASTRUCTURE OF MUNICIPAL SUMMER YOUTH EMPLOYMENT PROGRAMS TO INTEGRATE TARGETED FINANCIAL EDUCATION AND BANKING ACCESS STRATEGIES. 1772262 881037 10473738 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 35 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X LISA NICOLLE GRIST 6463621639 44 WALL STREET SUITE 1050 NEW YORK NY 10005 JONATHAN MINTZ PRESIDENT AND CEO 40.00 X X 414860 0 18285 KAREN FREEMAN-WILSON BOARD CHAIR 1.00 X X 0 0 0 MICHAEL DUBIN TREASURER 1.00 X X 0 0 0 CATHLEEN MAHON SECRETARY 1.00 X X 0 0 0 NAOMI GENDLER CAMPER BOARD MEMBER 1.00 X 0 0 0 JOSE CISNEROS BOARD MEMBER 1.00 X 0 0 0 LATIA CURRY HARRISON BOARD MEMBER 1.00 X 0 0 0 LEIGH PHILLIPS BOARD MEMBER 1.00 X 0 0 0 AMELIA ERWITT CHIEF OPERATING OFFICER 40.00 X 237656 0 35320 LISA NICOLLE GRIST CHIEF RESEARCH, EVALUATION & FINANCE 40.00 X 182668 0 18075 TAMARA LINDSAY CHIEF - STRATEGY 40.00 X 176030 0 16405 KAITLIN PLAT SENIOR DIRECTOR 40.00 X 156866 0 16458 DAVID ROTHSTEIN SENIOR PRINCIPAL 40.00 X 153351 0 33348 KANT DESAI SENIOR PRINCIPAL 40.00 X 129974 0 9245 FERNANDA VILLASENOR SENIOR PRINCIPAL 40.00 X 114930 0 9245 ELISA LOPEZ SENIOR DIRECTOR 40.00 X 103588 0 9245 1669923 0 165626 13 0 1 0 FREEDMAN CONSULTING 1300 CONNECTICUT AVENUE NW STE 275 WASHINGTON DC 20036 PROGRAM DEVELOPMENT SUPPORT 455442 MDRC 200 VESEY STREET FL 23 NEW YORK NY 10281 PROGRAM EVALUATION 300000 SOLIANT CONSULTING INC 14 N PEORIA STE 2H CHICAGO IL 60607 DATABASE AND WEBSITE DEVELOPMENT AND MAI 224430 URBAN INSTITUTE 500 LENFANT PLAZA SW WASHINGTON DC 20024 PROGRAM EVALUATION 203393 SIGHTLINES GROUP INC 1610 GLASCO TURNPIKE D2 WOODSTOCK NY 12498 DATABASE DEVELOPMENT AND MAINTENANCE 146758 7 3228700 3228700 663658 663658 GAIN ON TERMINATION OF 900099 212596 212596 LOSS ON DISPOSAL OF LE 900099 -102686 -102686 4530 80 4450 114440 4006798 80 0 778018 4114234 4114234 1158422 612809 295726 249887 2508963 1969306 288330 251327 115122 91624 11554 11944 376147 270597 53914 51636 280716 198748 43844 38124 1234 879 176 179 110713 110713 45698 33005 6497 6196 323207 294141 20828 8238 554148 395210 78912 80026 182700 163522 13606 5572 66558 47523 10116 8919 RESEARCH AND EVALUATION 974040 974040 SITE VISITS AND CONVENI 783979 752569 15976 15434 OTHER PROGRAM EXPENSES 374828 364209 10619 COMMUNICATIONS 167417 161718 2828 2871 114696 29604 76100 8992 12252822 10473738 1039739 739345 332732 989001 15517005 15319643 8382000 1033334 62469 138524 2051843 1418004 424696 633839 2503585 5530168 27222487 23644509 884348 781976 1746112 3577749 2410006 5558329 5040466 9918054 X 3875381 4747749 18306640 8978706 22182021 13726455 27222487 23644509 X -8246024 -209542 X 0 1 X 1 0 X 13681000 7922989 27212000 7183300 3228700 59227989 13681000 7922989 27212000 7183300 3228700 59227989 47927756 11300233 131299 56455 37330 420253 663658 1308995 6130 1160 8527 8241 4530 28588 60565572 16800 0.18660 0.20670 X PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST: 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 2023 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 85 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 2023 TAXABLE YEAR, THE CFE FUND HAS A PUBLIC SUPPORT PERCENTAGE OF 18.66%. 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 SUMMER JOBS CONNECT PROGRAM HAS CONNECTED 1 MILLION YOUNG PEOPLE IN 41 CITIES TO SAFE BANKING ACCESS AND TARGETED FINANCIAL EDUCATION, SUPPORTING THEIR CAREER AND PERSONAL DEVELOPMENT. ITS BANK ON INITIATIVE HAS INSPIRED ALMOST 500 FINANCIAL INSTITUTIONS TO OFFER SAFE AND AFFORDABLE TRANSACTION ACCOUNTS THAT HAVE REACHED OVER 15 MILLION PEOPLE, PROTECTING THEM FROM OVERDRAFT FEES AND GIVING THEM A FOUNDATION FOR FUTURE ASSET BUILDING. ITS FINANCIAL EMPOWERMENT CENTER INITIATIVE HAS PROVIDED FREE PROFESSIONAL FINANCIAL COUNSELING TO OVER 189,000 PEOPLE, HELPING THEM SAVE OVER $61 MILLION AND REDUCE DEBT BY OVER $315 MILLION. DURING THE HEIGHT OF THE ECONOMIC DISRUPTION CAUSED BY THE COVID-19 PANDEMIC, ITS FINANCIAL NAVIGATORS PROGRAM CONNECTED PEOPLE TO OVER 190 THOUSAND RESOURCES THROUGH OVER 24THOUSAND PHONE CALLS IN 31 CITIES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 113282 6101 107181 272710 78778 193932 1665851 1333125 332726 633839 SECURITY DEPOSIT 313885 OPERATING LEASE RIGHT-OF-USE ASSET 5216283 5530168 OPERATING LEASE LIABILITY 5558329 5558329 4427225 217323 203104 420427 4006798 0 4006798 12882791 217323 412646 629969 12252822 0 12252822 PART XII, LINE 2D - OTHER ADJUSTMENTS: GRANTS REISSUED FROM RETURN OF RESTRICTED GRANT FUNDING 412,646. 1 THE COLLABORATIVE 4021 CARYA DRIVE RALEIGH NC 27610 043728351 501(C)3 25000 0 EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION PARACHUTE CREDIT COUNSELING 40 GARDENVILLE PKWY SUITE 300 WEST SENECA NY 14224 160909583 501(C)3 25000 0 EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION CASH CAMPAIGN OF MARYLAND 575 SOUTH CHARLES STREET SUITE 500 BALTIMORE MD 21201 814607977 501(C)3 25000 0 EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION THE CITY OF ROCHESTER 57 SAINT PAUL ST DEPT OF RECREATION HUMAN SERVICES ROCHESTER NY 14604 166002551 25000 0 EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION ALABAMA ASSET BUILDING COALITION 201 BEACON PARKWAY WEST BIRMINGHAM AL 35209 270193257 501(C)3 25000 0 EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION COLORADO NONPROFIT DEVELOPMENT CENTER 2590 WELTON ST DENVER CO 80205 841493585 501(C)3 25000 0 EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION UNITED WAY OF PUEBLO COUNTY 310 EAST ABRIENDO AVENUE SUITE 300 PUEBLO CO 81004 840404917 501(C)3 25000 0 EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION UNITED WAY OF THE PLAINS 245 NORTH WATER STREET WICHITA KS 67202 480547688 501(C)3 25000 0 EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION BOSTON LOCAL DEVELOPMENT CORPORATION 43 HAWKINS STREET BOSTON MA 02114 042681311 501(C)3 25000 0 EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION ASSET FUNDERS NETWORK 2045 WEST GRAND AVENUE SUITE B 50387 CHICAGO IL 60612 133001403 501(C)3 25000 0 EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION ECONOMIC AWARENESS COUNCIL 703 SOUTH STOUGH STREET HINSDALE IL 60521 300158613 501(C)3 25000 0 EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION NEIGHBORWORKS SALT LAKE 622 WEST 500 NORTH SALT LAKE CITY UT 84116 942481205 501(C)3 25000 0 EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION COVENANT COMMUNITY CAPITAL 3300 LYONS AVENUE SUITE 203 HOUSTON TX 77020 760573676 501(C)3 25000 0 EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION ADVANCING CONNECTICUT TOGETHER 237 HAMILTON STREET SUITE 208 HARTFORD CT 06106 223014883 501(C)3 25000 0 EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION BRANCHES INC 11500 NW 12TH AVENUE MIAMI FL 33168 650716969 501(C)3 25000 0 EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION UNITED WAY OF HENRY COUNTY AND MARTINSVILLE PO BOX 951 MARTINSVILLE VA 24114 540753318 501(C)3 25000 0 EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION CAPITAL CITY CHAMBER OF COMMERCE 1020 LAFAYETTE STREET SUITE 110 TALLAHASSEE FL 32301 593318325 501(C)3 25000 0 EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION UNITED WAY OF SAN DIEGO 4699 MURPHY CANYON ROAD SAN DIEGO CA 92123 952213995 501(C)3 25000 0 EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION DRESS FOR SUCCESS PHOENIX 1024 E BUCKEYE ROAD SUITE 165 PHOENIX AZ 85034 263610807 501(C)3 90000 0 SUPPORTING A FULL-TIME LOCAL BANK ON COALITION LEADERSHIP POSITION CITY OF CLEVELAND 601 LAKESIDE AVENUE ROOM 227 CLEVELAND OH 44114 346000646 90000 0 SUPPORTING A FULL-TIME LOCAL BANK ON COALITION LEADERSHIP POSITION UNITED WAY OF NORTHEAST LOUISIANA 1201 HUDSON LANE MONROE LA 71201 720498515 501(C)3 82526 0 SUPPORTING A FULL-TIME LOCAL BANK ON COALITION LEADERSHIP POSITION PROSPERITY WORKS 909 COPPER AVE NW ALBUQUERQUE NM 87102 850466059 501(C)3 90000 0 SUPPORTING A FULL-TIME LOCAL BANK ON COALITION LEADERSHIP POSITION KENTUCKY FINANCIAL EMPOWERMENT COMMISSION 1050 US-127 100 FRANKFORT KY 40601 843265189 501(C)3 90000 0 SUPPORTING A FULL-TIME LOCAL BANK ON COALITION LEADERSHIP POSITION NEIGHBORHOOD PARTNERSHIP HOUSING SERVICES 9551 PITTSBURGH AVENUE RANCHO CUCAMONGA CA 91730 330435536 501(C)3 90000 0 SUPPORTING A FULL-TIME LOCAL BANK ON COALITION LEADERSHIP POSITION CITY OF BUFFALO 65 NIAGARA SQUARE ROOM 214 BUFFALO NY 14202 166002533 75000 0 CONVENING STAKEHOLDERS AND CREATING A MUNICIPAL FINANCIAL EMPOWERMENT BLUEPRINT CITY OF CHICAGO 121 NORTH LASALLE STREET ROOM 700 CHICAGO IL 60602 366005820 75000 0 CONVENING STAKEHOLDERS AND CREATING A MUNICIPAL FINANCIAL EMPOWERMENT BLUEPRINT CITY OF INDIANAPOLIS 200 E WASHINGTON STREET SUITE 2222 INDIANAPOLIS IN 46204 356001063 75000 0 CONVENING STAKEHOLDERS AND CREATING A MUNICIPAL FINANCIAL EMPOWERMENT BLUEPRINT CITY OF LITTLE ROCK AR 500 W MARKHAM STREET SUITE B-10 LITTLEROCK AR 72201 716014465 75000 0 CONVENING STAKEHOLDERS AND CREATING A MUNICIPAL FINANCIAL EMPOWERMENT BLUEPRINT CITY OF PHILADELPHIA 1401 JFK BOULEVARD SUITE 640 PHILADELPHIA PA 19102 236003047 75000 0 CONVENING STAKEHOLDERS AND CREATING A MUNICIPAL FINANCIAL EMPOWERMENT BLUEPRINT CITY OF DALLAS 1500 MARILLA STREET 6BN DALLAS TX 75201 756000508 150000 0 INTEGRATE FINANCIAL EMPOWERMENT INTO EMERGENCY RESPONSE PLANS. CITY OF GAINESVILLE 200 EAST UNIVERSITY AVENUE GAINESVILLE FL 32627 096000325 150000 0 INCORPORATING FINANCIAL EMPOWERMENT RESOURCES INTO MUNICIPAL EMERGENCY RESPONSE PROCEDURES THE CITY OF ROCHESTER 57 SAINT PAUL STREET DEPARTMENT OF RECREATION AND HUMAN SERVICES ROCHESTER NY 14604 166002551 150000 0 INCORPORATING FINANCIAL EMPOWERMENT RESOURCES INTO MUNICIPAL EMERGENCY RESPONSE PROCEDURES CITY OF ST LOUIS 1915 OLIVE STREET CITY EMERGENCY MANAGEMENT AGENCY SIXTH FLOOR ST LOUIS MO 63103 436003231 150000 0 INCORPORATING FINANCIAL EMPOWERMENT RESOURCES INTO MUNICIPAL EMERGENCY RESPONSE PROCEDURES CITY OF SAINT PAUL 15 W KELLOGG BOULEVARD SAINT PAUL MN 55102 416005521 150000 0 INCORPORATING FINANCIAL EMPOWERMENT RESOURCES INTO MUNICIPAL EMERGENCY RESPONSE PROCEDURES BOSTON LOCAL DEVELOPMENT CORPORATION 43 HAWKINS STREET BOSTON MA 02114 042681311 501(C)3 40000 0 ASSISTING RESIDENTS WITH CRITICAL FINANCIAL ISSUES RESULTING FROM COVID-19 ECONOMIC DISRUPTION CITY OF DALLAS 1500 MARILLA STREET 6BN DALLAS TX 75201 756000508 100000 0 LAUNCHING A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE CITY OF COLUMBUS 90 WEST BROAD STREET 1ST FLOOR COLUMBUS OH 43215 316400223 100000 0 LAUNCHING A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE CITY OF MILWAUKEE WI 200 EAST WELLS STREET ROOM 103 MILWAUKEE WI 53202 396005532 100000 0 LAUNCHING A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE ALLEGHENY COUNTY 1 SMITHFIELD STREET PITTSBURGH PA 15222 256001017 100000 0 LAUNCHING A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE CITY OF MOUNT VERNON NY 1 ROOSEVELT SQUARE MOUNT VERNON NY 10552 132574843 100000 0 LAUNCHING A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE ASPEN COMMUNITY FOUNDATION 455 GOLD RIVERS COURT SUITE 51 BASALT CO 81621 840829226 501(C)3 100000 0 LAUNCHING A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE ORANGE COUNTY GOVERNMENT FL 201 SOUTH ROSALIND AVENUE ORLANDO FL 32802 596000773 300000 0 LAUNCHING A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE CITY OF CHARLESTON SC 75 CALHOUN STREET SUITE 3700 CHARLESTON SC 29403 576000226 20000 0 PLANNING TO LAUNCH A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE HOWARD COUNTY MD 3430 COURT HOUSE DRIVE ELLICOTT CITY MD 21043 526000965 20000 0 PLANNING TO LAUNCH A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE JEFFERSON COUNTY WI 864 COLLINS RD SUITE 111 JEFFERSON WI 53549 396005705 20000 0 PLANNING TO LAUNCH A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE CITY OF EVANSTON IL 2100 RIDGE AVENUE EVANSTON IL 60201 366005870 20000 0 PLANNING TO LAUNCH A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE CITY OF NASHUA 229 MAIN STREET NASHUA NH 03060 026000581 20000 0 PLANNING TO LAUNCH A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE CITY OF TUCSON 255 W ALAMEDA STREET TUCSON AZ 85701 866000266 20000 0 PLANNING TO LAUNCH A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE CUYAHOGA COUNTY 1641 PAYNE AVE CLEVELAND OH 44114 346000817 20000 0 PLANNING TO LAUNCH A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE MIAMI-DADE COUNTY 701 NW 1ST COURT MIAMI FL 33136 596000573 20000 0 PLANNING TO LAUNCH A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE GREENVILLE COUNTY 301 UNIVERSITY RIDGE GREENVILLE SC 29601 576000356 32500 0 STUDYING THE INTEGRATION OF FEC SERVICES INTO WORKFORCE DEVELOPMENT PROGRAMS QUAD COUNTY URBAN LEAGUE 1685 NORTH FARNSWORTH AVE AURORA IL 60505 362882693 501(C)3 25000 0 STUDYING THE INTEGRATION OF FEC SERVICES INTO WORKFORCE DEVELOPMENT PROGRAMS GREENVILLE COUNTY WORKFORCE DEVELOPMENT BOARD 225 S PLEASANTBURG DRIVE SUITE C11 GREENVILLE SC 29607 576000356 12500 0 STUDYING THE INTEGRATION OF FEC SERVICES INTO WORKFORCE DEVELOPMENT PROGRAMS UPSTATE WORKFORCE BOARD PO BOX 5666 SPARTANBURG SC 29304 576000401 12500 0 STUDYING THE INTEGRATION OF FEC SERVICES INTO WORKFORCE DEVELOPMENT PROGRAMS MADISON STRATEGIES GROUP 907 SOUTH DETROIT AVENUE 210 TULSA OK 74120 272323749 501(C)3 25000 0 STUDYING THE INTEGRATION OF FEC SERVICES INTO WORKFORCE DEVELOPMENT PROGRAMS GOODWILL INDUSTRIES OF TULSA 2800 SOUTHWEST BOULEVARD TULSA OK 74107 730614297 501(C)3 25000 0 STUDYING THE INTEGRATION OF FEC SERVICES INTO WORKFORCE DEVELOPMENT PROGRAMS THE CITY OF ROCHESTER 57 SAINT PAUL STREET DEPARTMENT OF RECREATION AND HUMAN SERVICES ROCHESTER NY 14604 166002551 10000 0 STUDYING THE INTEGRATION OF FEC SERVICES INTO WORKFORCE DEVELOPMENT PROGRAMS ROCHESTERWORKS 100 COLLEGE AVENUE SUITE 200 ROCHESTER NY 14607 161596825 501(C)3 50000 0 STUDYING THE INTEGRATION OF FEC SERVICES INTO WORKFORCE DEVELOPMENT PROGRAMS INTERNATIONAL RESCUE COMMITTEE 122 EAST 42ND STREET NEW YORK NY 10168 135660870 501(C)3 60000 0 CREATING A SELF-PACED E-LEARNING COURSE FOR FEC FINANCIAL COUNSELORS & PROGRAM MANAGERS. CITY OF DETROIT 2 WOODWARD AVENUE SUITE 1126 DETROIT MI 48226 386004606 15000 0 INCORPORATING LEGACY PLANNING INTO THE FEC MODEL SHELBY COUNTY 157 POPLAR AVENUE MEMPHIS TN 38103 311712061 15000 0 INCORPORATING LEGACY PLANNING INTO THE FEC MODEL UNITED WAY OF METROPOLITAN NASHVILLE 250 VENTURE CIRCLE NASHVILLE TN 37228 620533104 501(C)3 15000 0 INCORPORATING LEGACY PLANNING INTO THE FEC MODEL CITY OF SHREVEPORT PO BOX 31109 SHREVEPORT LA 71130 726001326 15000 0 INCORPORATING LEGACY PLANNING INTO THE FEC MODEL MAYOR'S FUND TO ADVANCE NEW YORK CITY 253 BROADWAY 6TH FLOOR NEW YORK NY 10007 133783906 501(C)3 20000 0 LEVERAGING THE FEC MODEL TO SUPPORT YOUTH (14-24) IN THEIR FINANCIAL TRANSITION TO ADULTHOOD. EAST RIVER DEVELOPMENT ALLIANCE 12-11 40TH AVE LIC NEW YORK NY 11101 861096987 501(C)3 20000 0 LEVERAGING THE FEC MODEL TO SUPPORT YOUTH (14-24) IN THEIR FINANCIAL TRANSITION TO ADULTHOOD. FUND FOR PUBLIC SCHOOLS 52 CHAMBERS STREET ROOM 305 NEW YORK NY 10007 112656137 501(C)3 20000 0 LEVERAGING THE FEC MODEL TO SUPPORT YOUTH (14-24) IN THEIR FINANCIAL TRANSITION TO ADULTHOOD. BRONXWORKS 60 E TREMONT AVE BRONX NY 10453 133254484 501(C)3 20000 0 LEVERAGING THE FEC MODEL TO SUPPORT YOUTH (14-24) IN THEIR FINANCIAL TRANSITION TO ADULTHOOD. GREENVILLE COUNTY 301 UNIVERSITY RIDGE GREENVILLE SC 29601 576000356 20000 0 LEVERAGING THE FEC MODEL TO SUPPORT YOUTH (14-24) IN THEIR FINANCIAL TRANSITION TO ADULTHOOD. UNITED WAY OF GREENVILLE COUNTY 105 EDINBURGH CT GREENVILLE SC 29607 570362066 501(C)3 20000 0 LEVERAGING THE FEC MODEL TO SUPPORT YOUTH (14-24) IN THEIR FINANCIAL TRANSITION TO ADULTHOOD. GREATER HOUSTON COMMUNITY FOUNDATION 515 POST OAK BOULEVARD SUITE 1000 HOUSTON TX 77027 237160400 501(C)3 20000 0 LEVERAGING THE FEC MODEL TO SUPPORT YOUTH (14-24) IN THEIR FINANCIAL TRANSITION TO ADULTHOOD. SER-JOBS FOR PROGRESS OF THE TEXAS GULF COAST INC 1710 TELEPHONE ROAD HOUSTON TX 77023 741590387 501(C)3 20000 0 LEVERAGING THE FEC MODEL TO SUPPORT YOUTH (14-24) IN THEIR FINANCIAL TRANSITION TO ADULTHOOD. ALLIANCE OF COMMUNITY ASSISTANCE MINISTRIES 10200 RICHMOND AVE SUITE 110 HOUSTON TX 77042 275410988 501(C)3 20000 0 LEVERAGING THE FEC MODEL TO SUPPORT YOUTH (14-24) IN THEIR FINANCIAL TRANSITION TO ADULTHOOD. BRIDGEYEAR 3414 EASTSIDE ST HOUSTON TX 77098 814848803 501(C)3 20000 0 LEVERAGING THE FEC MODEL TO SUPPORT YOUTH (14-24) IN THEIR FINANCIAL TRANSITION TO ADULTHOOD. CITY OF JACKSON TN 121 EAST MAIN STREET SUITE 203 JACKSON TN 38301 626000316 90000 0 SUPPORTING A FULL-TIME LEADER TO PLAN A MUNICIPAL OFFICE OF FINANCIAL EMPOWERMENT CITY OF PITTSBURGH 414 GRANT STREET PITTSBURGH PA 15219 256000879 70000 0 SUPPORTING A FULL-TIME LEADER TO PLAN A MUNICIPAL OFFICE OF FINANCIAL EMPOWERMENT CITY OF TULSA 175 EAST SECOND STREET SUITE 1570 TULSA OK 74103 736005470 90000 0 SUPPORTING A FULL-TIME LEADER TO PLAN A MUNICIPAL OFFICE OF FINANCIAL EMPOWERMENT THE CITY OF ROCHESTER 57 SAINT PAUL STREET DEPARTMENT OF RECREATION AND HUMAN SERVICES ROCHESTER NY 14604 166002551 90000 0 SUPPORTING A FULL-TIME LEADER TO PLAN A MUNICIPAL OFFICE OF FINANCIAL EMPOWERMENT MAYOR'S FUND FOR LOS ANGELES 200 NORTH SPRING STREET ROOM 305B LOS ANGELES CA 90012 471084641 501(C)3 120000 0 SUPPORTING A FULL-TIME LEADER TO PLAN A MUNICIPAL OFFICE OF FINANCIAL EMPOWERMENT CITY OF RACINE 730 WASHINGTON AVENUE RACINE WI 53403 396005581 20000 0 PARTNERING WITH RACINE TO ADD BANKING ACCESS AND FINANCIAL EMPOWERMENT TO YOUTH JOBS PROGRAMS. CITY OF BALTIMORE 417 EAST FAYETTE STREET SUITE 468 BALTIMORE MD 21202 526000769 10000 0 INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. DC PUBLIC EDUCATION FUND 3407 14TH STREET NW WASHINGTON DC 20010 261607955 501(C)3 10000 0 INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. GREATER HOUSTON COMMUNITY FOUNDATION 515 POST OAK BOULEVARD SUITE 1000 HOUSTON TX 77027 237160400 501(C)3 10000 0 INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. THE METROPOLITAN GOVERNMENT OF NASHVILLE AND DAVIDSON COUNTY 800 SECOND AVENUE N NASHVILLE TN 37201 620694743 10000 0 INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. PHILADELPHIA YOUTH NETWORK 400 MARKET STREET PHILADELPHIA PA 19106 232993155 501(C)3 10000 0 INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. STL YOUTH JOBS 4818 WASHINGTON BOULEVARD SUITE 106 ST LOUIS MO 63108 832759267 501(C)3 10000 0 INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. CITY OF VIRGINIA BEACH YOUTH OPPORTUNITIES OFFICE 2154 LANDSTOWN ROAD VIRGINIA BEACH VA 23456 540722061 10000 0 INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. GOODWILL INDUSTRIES OF NORTH FLORIDA 4527 LENOX AVENUE JACKSONVILLE FL 32205 590637858 501(C)3 20000 0 INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. CITY OF LITTLE ROCK AR 500 W MARKHAM STREET SUITE B-10 LITTLEROCK AR 72201 716014465 20000 0 INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. RACINE COUNTY 1717 TAYLOR AVENUE RACINE WI 53403 396005734 20000 0 INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. DETROIT EMPLOYMENT SOLUTION CORPORATION 440 EAST CONGRESS SUITE 400 DETROIT MI 48226 383353746 501(C)3 27500 0 INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. CONNECT DETROIT 613 ABBOTT STREET SUITE 310 DETROIT MI 48226 383570727 501(C)3 27500 0 INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. CITY OF ATLANTA 68 MITCHELL STREET SW ATLANTA GA 30303 586000511 20000 0 INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. CITY OF RALEIGH HOUSING AND NEIGHBORHOODS DEPARTMENT NEIGHBORHOOD ENRICHMENT RALEIGH NC 27602 566000236 20000 0 INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. PROJECT FOR PRIDE IN LIVING 1035 EAST FRANKLIN AVENUE MINNEAPOLIS MN 55404 237232208 501(C)3 20000 0 INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. CITY OF CINCINNATI 801 PLUM STREET CINCINNATI OH 45202 316000064 20000 0 INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. CITY OF STAMFORD 888 WASHINGTON BOULEVARD 6TH FLOOR STAMFORD CT 06901 066001897 20000 0 INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. BOSTON LOCAL DEVELOPMENT CORPORATION 43 HAWKINS STREET BOSTON MA 02114 042681311 501(C)3 20000 0 INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. CITY OF GAITHERSBURG 31 SOUTH SUMMIT AVENUE GAITHERSBURG MD 20877 526000792 20000 0 INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. CITY OF ROANOKE 117 CHURCH AVENUE SW ROANOKE VA 24011 546001569 20000 0 INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS. ADJUSTMENT FOR RETURN OF RESTRICTED GRANT FUNDING & DISCOUNTING TO PV -448546 0 ADJUSTMENT FOR RETURN OF RESTRICTED GRANT FUNDING & DISCOUNTING TO PV 49 50 PART I, LINE 2: 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. X X X X X 0 0 0 0 0 0 0 0 0 JONATHAN MINTZ PRESIDENT AND CEO 414860 0 0 0 0 0 18217 0 68 0 433145 0 0 0 AMELIA ERWITT CHIEF OPERATING OFFICER 237656 0 0 0 0 0 21579 0 13741 0 272976 0 0 0 LISA NICOLLE GRIST CHIEF RESEARCH, EVALUATION & FINANCE 182668 0 0 0 0 0 11138 0 6937 0 200743 0 0 0 TAMARA LINDSAY CHIEF - STRATEGY 176030 0 0 0 0 0 9019 0 7386 0 192435 0 0 0 KAITLIN PLAT SENIOR DIRECTOR 156866 0 0 0 0 0 9072 0 7386 0 173324 0 0 0 DAVID ROTHSTEIN SENIOR PRINCIPAL 153351 0 0 0 0 0 11731 0 21617 0 186699 0 0 0 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 203,104. GRANTS REISSUED FROM RETURN OF RESTRICTED GRANT FUNDING -412,646.