2022-11-15T20:38:37-06:00 2021-12-31 475525639 TANDEM LLP 446 Old County Road Suite 100-140 Pacifica CA 94044 990 2021-01-01 331163601 Bay Area Financial Education Foundation BAYA 4158398197 PO Box 189 Occidental CA 95465 Salina Yeung Treasurer 4158398197 2022-11-15 1 Salina Yeung 999009999 Lynn Henley P00356034 6503509805 2022-11-15 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z Cameron A Crisman CFA PO Box 189 Occidental CA 95465 176112 0 X www.bafef.org X 2007 CA Our mission is to improve the economic education and financial literacy of Bay Area Youth. 7 7 0 0 0 0 65005 176088 0 0 0 0 36 24 65041 176112 0 0 0 0 57825 67245 0 0 6724 15711 13535 73536 80780 -8495 95332 2313 97710 15 80 2298 97630 X Our mission is to improve the economic education and financial literacy of Bay Area Youth. 0 0 International Women's Day Event. Historically, BAFEF has produced an annual event to coincide with International Women's Day. The event is a luncheon and workshop which matches women in finance who volunteer, with young female students from underserved Bay Area high schools for an afternoon of mentoring. Due to COVID, this event has been postponed. We are excited to continue the tradition in future years. Annual Wine Tasting Event. A Financial District tradition since 2001, this annual event connects volunteers and supporters with our program partners and leadership for an evening of education and networking. Sponsors for the event are solicited from corporations who support financial literacy initiatives. In 2020 and 2021, the event was cancelled due to COVID-19; a special video update was offered instead. We look forward to hosting this event in future years. 66201 In 2021, BAFEF continued to expand its financial literacy program through student workshops. Taught by credentialed volunteers from the financial services industry, these workshops are offered to high school and college students, providing them with the basics of personal finance, which is currently not provided through California's public school system. Our classes are provided for free and cover topics including budgeting, credit, paying for college and taxes. BAFEF presented 76 workshops in 2021. We focus on reaching underserved and at-risk youth. BAFEF works collaboratively with and suppports other organizations with similar missions. 66201 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 CA X Tina Marchetti Executive Director 4158398197 PO Box 189 Occidental CA 95465 Cameron A Crisman CFA President 3.00 X X 0 0 0 Conrad Herrmann CFA Vice President & Secretary 2.00 X X 0 0 0 Salina Yeung Treasurer 3.00 X X 0 0 0 Cynthia Flannigan CFP Director 2.00 X 0 0 0 Sharon Hayman CFA Director 2.00 X 0 0 0 Jane Lopus PhD Director 2.00 X 0 0 0 Julie Scates CFP Director 2.00 X 0 0 0 Tina Marchetti Executive Director 23.00 X 67245 0 0 67245 0 0 0 0 0 0 0 176088 176088 Miscellaneous 900099 24 24 24 176112 24 0 0 67245 53797 6724 6724 600 600 1200 1200 3316 3316 1243 1243 9 9 Student Workshop Expens 6645 6645 Licenses and Fees 280 280 Bank Service Charges 242 242 80780 66201 7855 6724 2313 97710 2313 97710 15 80 15 80 X 2298 97630 2298 97630 2313 97710 95332 0 X 0 0 0 X 122919 103462 99792 65005 176088 567266 122919 103462 99792 65005 176088 567266 120387 446879 567266 60 0.78780 0.79040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Form 990, Part VI, Section B, line 11b The Form 990 is prepared by an independent CPA. The prepared return is reviewed by the Executive Director and Treasurer. Following approval by the Executive Director and Treasurer, the Form 990 is provided to all members of the governing body. Form 990, Part VI, Section B, line 12c The Organization requires each Board member to disclose any conflicts annually. Form 990, Part VI, Section C, line 19 The Organization makes its Form 990 and Form 1023 available in accordance with the requirements established by the IRS. The Organization's Annual Reports and bylaws are available on the Organization's website at www.bafef.org.