CITIES FOR FINANCIAL EMPOWERMENT FUND INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CITIES FOR FINANCIAL EMPOWERMENT FUND INC (EIN 46-3612187)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-13
- IRS object ID
- 202141339349301624
- Schema version
- 2019v5.2
- 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 | 2021-05-13T10:04:05-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
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 | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $13,818,429 | 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 CITIES BUILD PROGRAMS AND STRATEGIES TO SUPPORT HOUSEHOLD FINANCIAL STABILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,568,500 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,681,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $128,289 | PYInvestmentIncomeAmt |
| CY Investment Income | $131,299 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,404 | PYOtherRevenueAmt |
| CY Other Revenue | $6,130 | CYOtherRevenueAmt |
| PY Total Revenue | $10,713,193 | PYTotalRevenueAmt |
| CY Total Revenue | $13,818,429 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,064,584 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,049,858 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,312,443 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,433,197 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $434,869 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,740,428 | PYOtherExpensesAmt |
| CY Other Expenses | $1,414,188 | CYOtherExpensesAmt |
| PY Total Expenses | $12,117,455 | PYTotalExpensesAmt |
| CY Total Expenses | $9,897,243 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,404,262 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,921,186 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,446,576 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,073,312 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,506,460 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,212,010 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,940,116 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,861,302 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE 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 | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,158,721 | ExpenseAmt |
| Grant | $3,625,000 | GrantAmt |
| Desc | SUMMER JOBS CONNECT (SJC):THROUGH SUMMER JOBS CONNECT, THE CFE FUND AND ITS 22 MUNICIPAL GOVERNMENT PARTNERS HAVE DEVELOPED A NATIONAL MODEL FOR USING THE SCALE AND INFRASTRUCTURE OF MUNICIPAL SUMMER YOUTH EMPLOYMENT PROGRAMS TO INTEGRATE FINANCIAL EMPOWERMENT STRATEGIES AND ACHIEVE GREATER IMPACT. IN ADDITION TO DIRECTLY FUNDING OVER 2,000 YOUTH JOB SLOTS EACH SUMMER, THE CFE FUND IS SUPPORTING MUNICIPALITIES IN DEVELOPING TARGETED FINANCIAL EDUCATION AND BANKING ACCESS STRATEGIES THAT TAKE ADVANTAGE OF THE PAYCHECK OPPORTUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $774,667 | ExpenseAmt |
| Grant | $144,206 | GrantAmt |
| Desc | BANK ON:BANK ON PROVIDES CENTRAL SUPPORT TO ALMOST 90 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; (CONTINUED ON SCHEDULE O) A RANGE OF GRANT SUPPORT TO ASSIST LOCAL COALITIONS 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,284,128 | ExpenseAmt |
| Grant | $2,098,000 | GrantAmt |
| Desc | FINANCIAL EMPOWERMENT CENTER (FEC) REPLICATION:MUNICIPAL 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 23 CITIES AND COUNTIES, HELPING OVER 116,000 CLIENTS REDUCE DEBT BY OVER $160 MILLION AND INCREASE SAVINGS BY OVER $26 MILLION; ANOTHER 12 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)NOW, THE CFE FUND'S COMPREHENSIVE FEC PUBLIC REPLICATION STRATEGY, INFORMED BY LESSONS FROM ORIGINAL FEC REPLICATION CITIES, IS ESTABLISHING ROLLING COHORTS OF DOZENS OF LOCAL GOVERNMENTS IMPLEMENTING PROFESSIONAL FINANCIAL COUNSELING AS A FREE PUBLIC SERVICE. IN ADDITION, INFORMED BY THE FEC MODEL, THE CFE FUND LAUNCHED A NEW FINANCIAL NAVIGATORS INITIATIVE IN 31 CITIES AND COUNTIES TO HELP RESIDENTS DEAL WITH THE FINANCIAL IMPACT OF THE COVID-19 PANDEMIC, PROVIDING PHONE-BASED REMOTE ASSISTANCE IN NAVIGATING CRITICAL FINANCIAL ISSUES AND MAKING REFERRALS TO OTHER SOCIAL SERVICES AND RESOURCES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $828,192 | ExpenseAmt |
| Grant | $182,652 | GrantAmt |
| Desc | ADDITIONAL CFE FUND PROGRAMS INCLUDE: SUPPORTING THE CFE COALITION, AN INVITATION-ONLY GROUP OF 15 CITIES ON THE CUTTING EDGE OF MUNICIPAL FINANCIAL EMPOWERMENT; PROMOTING EFFORTS TO PROFESSIONALIZE AND EXPAND FINANCIAL COUNSELING AS A PUBLIC SERVICE; DEVELOPING CONSUMER FINANCIAL PROTECTION AGENCIES WITHIN LOCAL GOVERNMENT; AND PROVIDING INTENSIVE TECHNICAL ASSISTANCE TO HELP CITIES AND OTHER GOVERNMENT LEADERS EMBED FINANCIAL EMPOWERMENT STRATEGIES INTO PROGRAMS AND INFRASTRUCTURE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $828,192 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $182,652 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $9,045,708 | 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 | 0 | 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 | 0 | 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 | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 19 | 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | 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 | 100052443 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 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) | $327,067 | $0 | $16,722 | ||
| MICHAEL DUBIN | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CATHLEEN MAHON | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOSE CISNEROS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LEIGH PHILLIPS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NAOMI GENDLER CAMPER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA NICOLLE GRIST | ||||||||
| PRINCIPAL | 40.00 | Yes (X) | $150,172 | $0 | $16,096 | |||
| AMELIA ERWITT | ||||||||
| MANAGING DIRECTOR | 40.00 | $188,818 | $0 | $30,049 | Yes (X) | |||
| I-HSING SUN | ||||||||
| CHIEF PROGRAM OFFICER | 40.00 | $142,683 | $0 | $18,235 | Yes (X) | |||
| TAMARA LINDSAY | ||||||||
| PRINCIPAL | 40.00 | $136,757 | $0 | $16,522 | Yes (X) | |||
| DAVID ROTHSTEIN | ||||||||
| PRINCIPAL | 40.00 | $112,838 | $0 | $28,070 | Yes (X) | |||
| KAITLIN PLAT | ||||||||
| PRINCIPAL | 40.00 | $111,814 | $0 | $23,166 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,170,149 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $148,860 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RALLY | |||||
| C/O COHEN PIVO 10474 SANTA MONICA | LOS ANGELES | CA | 90025 | MARKET RESEARCH | $352,238 |
| SOLIANT CONSULTING INC | |||||
| 14 N PEORIA STE 2H | CHICAGO | IL | 60607 | TECHNOLOGY DEVELOPMENT | $149,115 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $13,681,000 | AllOtherContributionsAmt |
| Total Contributions | $13,681,000 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $131,299 | TotalRevenueColumnAmt |
| Exclusion | $131,299 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $6,130 | TotalRevenueColumnAmt |
| Exclusion | $6,130 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,130 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,818,429 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $137,429 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,049,858 | TotalAmt |
| Program Services | $6,049,858 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $746,178 | TotalAmt |
| Program Services | $386,648 | ProgramServicesAmt |
| Management And General | $156,313 | ManagementAndGeneralAmt |
| Fundraising | $203,217 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,296,451 | TotalAmt |
| Program Services | $1,113,829 | ProgramServicesAmt |
| Management And General | $64,838 | ManagementAndGeneralAmt |
| Fundraising | $117,784 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,287 | TotalAmt |
| Program Services | $49,644 | ProgramServicesAmt |
| Management And General | $1,749 | ManagementAndGeneralAmt |
| Fundraising | $4,894 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,922 | TotalAmt |
| Program Services | $144,550 | ProgramServicesAmt |
| Management And General | $15,768 | ManagementAndGeneralAmt |
| Fundraising | $27,604 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,359 | TotalAmt |
| Program Services | $108,460 | ProgramServicesAmt |
| Management And General | $15,275 | ManagementAndGeneralAmt |
| Fundraising | $22,624 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,700 | TotalAmt |
| Program Services | $1,700 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,155 | TotalAmt |
| Program Services | $13,052 | ProgramServicesAmt |
| Management And General | $57,103 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,707 | TotalAmt |
| Program Services | $33,707 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,363 | TotalAmt |
| Program Services | $36,363 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,669 | TotalAmt |
| Program Services | $62,119 | ProgramServicesAmt |
| Management And General | $5,739 | ManagementAndGeneralAmt |
| Fundraising | $7,811 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,022 | TotalAmt |
| Program Services | $54,856 | ProgramServicesAmt |
| Management And General | $19,261 | ManagementAndGeneralAmt |
| Fundraising | $905 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,641 | TotalAmt |
| Program Services | $208,711 | ProgramServicesAmt |
| Management And General | $29,394 | ManagementAndGeneralAmt |
| Fundraising | $43,536 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,218 | TotalAmt |
| Program Services | $213,000 | ProgramServicesAmt |
| Management And General | $7,218 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,849 | TotalAmt |
| Program Services | $30,271 | ProgramServicesAmt |
| Management And General | $4,264 | ManagementAndGeneralAmt |
| Fundraising | $6,314 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SITE VISITS AND CONVENI | $204,165 | $203,566 | $599 |
| RESEARCH AND EVALUATION | $159,875 | $159,875 | |
| OTHER PROGRAM EXPENSES | $152,823 | $152,823 | |
| PAYROLL PROCESSING FEES | $36,649 | $36,649 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,352 | TotalAmt |
| Program Services | $22,676 | ProgramServicesAmt |
| Management And General | $2,496 | ManagementAndGeneralAmt |
| Fundraising | $180 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,897,243 | TotalAmt |
| Program Services | $9,045,708 | ProgramServicesAmt |
| Management And General | $416,666 | ManagementAndGeneralAmt |
| Fundraising | $434,869 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,271,153 | BOYAmt |
| EOY | $601,129 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,084,554 | BOYAmt |
| EOY | $11,932,419 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,549,834 | BOYAmt |
| EOY | $6,616,900 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,600 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,224 | BOYAmt |
| EOY | $47,376 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,121,923 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $407,033 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $424,949 | BOYAmt |
| EOY | $714,890 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,262 | BOYAmt |
| EOY | $160,598 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,446,576 | BOYAmt |
| EOY | $20,073,312 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,865 | BOYAmt |
| EOY | $207,292 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,261,595 | BOYAmt |
| EOY | $4,480,369 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $352,989 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $171,360 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,506,460 | BOYAmt |
| EOY | $5,212,010 | 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 | $2,204,525 | BOYAmt |
| EOY | $2,245,034 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,735,591 | BOYAmt |
| EOY | $12,616,268 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,940,116 | BOYAmt |
| EOY | $14,861,302 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,446,576 | BOYAmt |
| EOY | $20,073,312 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,921,186 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | 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 | $14,838,402 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,968,014 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,788,136 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,568,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,681,000 | CurrentTaxYearAmt |
| Total | $63,844,052 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,838,402 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,968,014 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,788,136 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,568,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,681,000 | CurrentTaxYearAmt |
| Total | $63,844,052 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $44,068,934 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,775,118 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,860 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,256 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,927 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $128,289 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $131,299 | CurrentTaxYearAmt |
| Total | $346,631 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,956 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,132 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,754 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,404 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,130 | CurrentTaxYearAmt |
| Total | $47,376 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $64,238,059 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $134,700 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.30780 | PublicSupportCY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| 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 2019 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 42 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 2019 TAXABLE YEAR, THE CFE FUND HAS A PUBLIC SUPPORT PERCENTAGE OF 30.78%.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 WELL OVER A HUNDRED THOUSAND YOUNG PEOPLE IN 22 CITIES TO BANK ACCOUNTS AND FINANCIAL EDUCATION, SUPPORTING THEIR CAREER AND PERSONAL DEVELOPMENT. ITS BANK ON INITIATIVE HAS INSPIRED ALMOST A HUNDRED FINANCIAL INSTITUTIONS TO OFFER SAFE AND AFFORDABLE TRANSACTION ACCOUNTS THAT HAVE REACHED OVER TWO 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 A HUNDRED THOUSAND PEOPLE, HELPING THEM SAVE OVER $26 MILLION AND REDUCE DEBT BY OVER $160 MILLION. | FactsAndCircumstancesTestTxt |
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 | $171,143 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,553 | DepreciationAmt |
| Book Value | $162,590 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $101,054 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,218 | DepreciationAmt |
| Book Value | $93,836 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $849,726 | OtherCostOrOtherBasisAmt |
| Depreciation | $391,262 | DepreciationAmt |
| Book Value | $458,464 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $714,890 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $171,360 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $171,360 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $14,067,595 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $249,166 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $249,166 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,818,429 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,818,429 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,146,409 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $249,166 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $249,166 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,897,243 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,897,243 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (64 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ASSET FUNDERS NETWORK | ||||||||
| 2045 W GRAND AVE STE B 50387 | CHICAGO | IL | 60612 | 133001403 | 501C3 | $25,000 | EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION | |
| BALTIMORE CIVIC FOUNDATION | ||||||||
| 1 NORTH CHARLES STREET SUITE 2400 | BALTIMORE | MD | 21201 | 521212473 | 501C3 | $150,000 | LAUNCHING A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE | |
| CITY OF ALBUQUERQUE | ||||||||
| 1 CIVIC PLAZA NW | ALBUQUERQUE | NM | 87102 | 856000102 | $80,000 | ASSISTING RESIDENTS WITH CRITICAL FINANCIAL ISSUES RESULTING FROM COVID-19 ECONOMIC DISRUPTION | ||
| CITY OF AURORA | ||||||||
| 44 E DOWNER PL INNOVATION CORE | AURORA | IL | 60507 | 366005778 | $150,000 | LAUNCHING A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE | SERVICES DEPARTMENT | |
| CITY OF BALTIMORE - MAYOR'S OFFICE OF EMPLOYMENT DEVELOPMENT | ||||||||
| 417 E FAYETTE STREET SUITE 468 | BALTIMORE | MD | 21202 | 526000769 | $50,000 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS | ||
| CITY OF BIRMINGHAM | ||||||||
| 710 20TH STREET N | BIRMINGHAM | AL | 35203 | 636001201 | $20,000 | CONVENING STAKEHOLDERS AND CREATING A MUNICIPAL FINANCIAL EMPOWERMENT BLUEPRINT | ||
| CITY OF BIRMINGHAM | ||||||||
| 710 20TH STREET N | BIRMINGHAM | AL | 35203 | 636001201 | $80,000 | ASSISTING RESIDENTS WITH CRITICAL FINANCIAL ISSUES RESULTING FROM COVID-19 ECONOMIC DISRUPTION | ||
| CITY OF CHATTANOOGA | ||||||||
| 101 EAST 11TH STREET | CHATTANOOGA | TN | 37402 | 626000259 | $10,000 | LAUNCHING MUNICIPAL CONSUMER FINANCIAL PROTECTION OFFICES | ||
| CITY OF CHICAGO | ||||||||
| 1615 WEST CHICAGO AVENUE | CHICAGO | IL | 60622 | 366005820 | $703,000 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS | ||
| CITY OF COLUMBUS | ||||||||
| 90 WEST BROAD ST ROOM 231 | COLUMBUS | OH | 43215 | 316400223 | $20,000 | CONVENING STAKEHOLDERS AND CREATING A MUNICIPAL FINANCIAL EMPOWERMENT BLUEPRINT | ||
| CITY OF COLUMBUS | ||||||||
| 90 WEST BROAD ST ROOM 231 | COLUMBUS | OH | 43215 | 316400223 | $80,000 | ASSISTING RESIDENTS WITH CRITICAL FINANCIAL ISSUES RESULTING FROM COVID-19 ECONOMIC DISRUPTION | ||
| CITY OF DETROIT | ||||||||
| 2 WOODWARD AVE STE 1126 | DETROIT | MI | 48226 | 386004606 | $10,000 | LAUNCHING MUNICIPAL CONSUMER FINANCIAL PROTECTION OFFICES | ||
| CITY OF GAITHERSBURG | ||||||||
| 31 SOUTH SUMMIT AVE | GAITHERSBURG | MD | 20877 | 526000792 | $20,000 | OPERATING A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE | ||
| CITY OF GAITHERSBURG | ||||||||
| 31 SOUTH SUMMIT AVE | GAITHERSBURG | MD | 20877 | 526000792 | $80,000 | ASSISTING RESIDENTS WITH CRITICAL FINANCIAL ISSUES RESULTING FROM COVID-19 ECONOMIC DISRUPTION | ||
| CITY OF JACKSON | ||||||||
| 219 SOUTH PRESIDENT STREET PO BOX | JACKSON | MS | 39205 | 646000503 | $20,000 | CONVENING STAKEHOLDERS AND CREATING A MUNICIPAL FINANCIAL EMPOWERMENT BLUEPRINT | 17 | |
| CITY OF JERSEY CITY | ||||||||
| 280 GROVE STREET | JERSEY CITY | NJ | 07302 | 226002013 | $20,000 | CONVENING STAKEHOLDERS AND CREATING A MUNICIPAL FINANCIAL EMPOWERMENT BLUEPRINT | ||
| CITY OF MADISON | ||||||||
| 210 MARTIN LUTHER KING JR BLVD ROOM | MADISON | WI | 53703 | 396005507 | $20,000 | CONVENING STAKEHOLDERS AND CREATING A MUNICIPAL FINANCIAL EMPOWERMENT BLUEPRINT | 406 | |
| CITY OF MADISON | ||||||||
| 210 MARTIN LUTHER KING JR BLVD ROOM | MADISON | WI | 53703 | 396005507 | $80,000 | ASSISTING RESIDENTS WITH CRITICAL FINANCIAL ISSUES RESULTING FROM COVID-19 ECONOMIC DISRUPTION | 406 | |
| CITY OF MIAMI | ||||||||
| 444 SW 2ND AVENUE 5TH FLOOR | MIAMI | FL | 33130 | 596000375 | $275,000 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS | ||
| CITY OF NEW ORLEANS | ||||||||
| 1300 PERDIDO ST | NEW ORLEANS | LA | 70112 | 726000969 | $20,000 | CONVENING STAKEHOLDERS AND CREATING A MUNICIPAL FINANCIAL EMPOWERMENT BLUEPRINT | ||
| CITY OF PATERSON | ||||||||
| 155 MARKET STREET 2ND FLOOR | PATERSON | NJ | 07505 | 226002200 | $20,000 | PLANNING TO LAUNCH A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE | ||
| CITY OF PHILADELPHIA | ||||||||
| 1234 MARKET STREET 16TH FLOOR | PHILADELPHIA | PA | 19107 | 236003047 | $10,000 | LAUNCHING MUNICIPAL CONSUMER FINANCIAL PROTECTION OFFICES | ||
| CITY OF RACINE | ||||||||
| 730 WASHINGTON AVENUE ROOM 201 | RACINE | WI | 53403 | 396005581 | $20,000 | PLANNING TO LAUNCH A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE | ||
| CITY OF ROANOKE | ||||||||
| 215 CHURCH AVE SW SUITE 364 | ROANOKE | VA | 24011 | 546001569 | $150,000 | LAUNCHING A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE | ||
| CITY OF SAINT PAUL | ||||||||
| 390 CITY HALL 15 WEST KELLOGG | SAINT PAUL | MN | 55102 | 416005521 | $10,000 | LAUNCHING MUNICIPAL CONSUMER FINANCIAL PROTECTION OFFICES | BOULEVARD | |
| CITY OF SAN FRANCISCO DEPT OF CHILDREN YOUTH & THEIR FAMILIES | ||||||||
| 1390 MARKET STREET SUITE 900 | SAN FRANCISCO | CA | 94102 | 946000417 | $350,000 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS | ||
| CITY OF SAN JOSE - OFFICE OF ECONOMIC DEVELOPMENT WORK2FUTURE | ||||||||
| 5730 CHAMBERTIN DRIVE | SAN JOSE | CA | 95118 | 453156415 | $35,000 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS | ||
| CITY OF TULSA | ||||||||
| ONE TECHNOLOGY CENTER 175 E 2ND | TULSA | OK | 74103 | 736005470 | $20,000 | PLANNING TO LAUNCH A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE | STREET | |
| CITY OF TULSA | ||||||||
| ONE TECHNOLOGY CENTER 175 E 2ND | TULSA | OK | 74103 | 736005470 | $20,000 | ASSISTING RESIDENTS WITH CRITICAL FINANCIAL ISSUES RESULTING FROM COVID-19 ECONOMIC DISRUPTION | STREET | |
| CITY OF VIRGINIA BEACH YOUTH OPPORTUNITIES OFFICE | ||||||||
| 2154 LANDSTOWN ROAD | VIRGINIA BEACH | VA | 23456 | 540722061 | $30,000 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS | ||
| CITY OF WACO | ||||||||
| 300 AUSTIN AVE PO BOX 2570 | WACO | TX | 76702 | 465714986 | $20,000 | CONVENING STAKEHOLDERS AND CREATING A MUNICIPAL FINANCIAL EMPOWERMENT BLUEPRINT | ||
| CITY OF WACO | ||||||||
| 300 AUSTIN AVE PO BOX 2570 | WACO | TX | 76702 | 465714986 | $80,000 | ASSISTING RESIDENTS WITH CRITICAL FINANCIAL ISSUES RESULTING FROM COVID-19 ECONOMIC DISRUPTION | ||
| COLORADO NONPROFIT DEVELOPMENT CENTER | ||||||||
| 789 SHERMAN ST SUITE 250 | DENVER | CO | 80203 | 841493585 | 501C3 | $25,000 | EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION | |
| COMMUNITY FOUNDATION OF NEW JERSEY | ||||||||
| 35 KNOX HILL ROAD | MORRISTOWN | NJ | 07960 | 222281783 | 501C3 | $200,000 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS | |
| CONNECT DETROIT | ||||||||
| 613 ABBOTT STREET SUITE 310 | DETROIT | MI | 48226 | 383570727 | 501C3 | $65,000 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS | |
| CONNECTICUT ASSOCIATION FOR HUMAN SERVICES INC | ||||||||
| 110 BARTHOLOMEW AVENUE SUITE 4040 | HARTFORD | CT | 06106 | 060653158 | 501C3 | $25,000 | LAUNCHING A LOCAL BANK ON COALITION | |
| COUNTY OF HAWAII | ||||||||
| 25 AUPUNI STREET SUITE 1301 | HILO | HI | 96720 | 996000567 | $78,000 | ASSISTING RESIDENTS WITH CRITICAL FINANCIAL ISSUES RESULTING FROM COVID-19 ECONOMIC DISRUPTION | ||
| DC PUBLIC EDUCATION FUND | ||||||||
| 3407 14TH STREET NW | WASHINGTON | DC | 20010 | 261607955 | 501C3 | $170,000 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS | |
| DETROIT EMPLOYMENT SOLUTION CORPORATION | ||||||||
| 440 E CONGRESS SUITE 400 | DETROIT | MI | 48226 | 383353746 | 501C3 | $75,000 | INTEGRATING BANKING ACCESS AND FINANCIAL EDUCATION INTO YOUTH PROGRAMMING | |
| ECONOMIC AWARENESS COUNCIL | ||||||||
| 703 S STOUGH ST | HINSDALE | IL | 60521 | 300158613 | 501C3 | $77,000 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS | |
| ENRICHMOND FOUNDATION | ||||||||
| PO BOX 25609 | RICHMOND | VA | 23260 | 541610700 | 501C3 | $20,000 | PLANNING TO LAUNCH A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE | |
| ENTERPRISE COMMUNITY PARTNERS | ||||||||
| 1360 E 9TH ST 510 | CLEVELAND | OH | 44114 | 521231931 | 501C3 | $25,000 | EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION | |
| GOODWILL INDUSTRIES OF TULSA | ||||||||
| 2800 SOUTHWEST BLVD | TULSA | OK | 74107 | 730614297 | 501C3 | $60,000 | ASSISTING RESIDENTS WITH CRITICAL FINANCIAL ISSUES RESULTING FROM COVID-19 ECONOMIC DISRUPTION | |
| GOVERNMENT OF THE DISTRICT OF COLUMBIA | ||||||||
| DC DEPARTMENT OF INSURANCE | WASHINGTON | DC | 20002 | 536001131 | $80,000 | ASSISTING RESIDENTS WITH CRITICAL FINANCIAL ISSUES RESULTING FROM COVID-19 ECONOMIC DISRUPTION | SECURITIES BANKING 810 FIRST ST NE | |
| GREATER HOUSTON COMMUNITY FOUNDATION | ||||||||
| HIRE HOUSTON YOUTH FUND 5120 | HOUSTON | TX | 77056 | 237160400 | 501C3 | $50,000 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS | WOODWAY DR 6000 |
| GREENVILLE COUNTY | ||||||||
| 301 UNIVERSITY RIDGE SUITE 1600 | GREENVILLE | SC | 29601 | 576000356 | $100,000 | OPERATING A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE | ||
| MAYORS FUND FOR LOS ANGELES | ||||||||
| 200 NORTH SPRING STREET ROOM 305 | LOS ANGELES | CA | 90012 | 471084641 | 501C3 | $300,000 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS | |
| MAYOR'S FUND TO ADVANCE NEW YORK CITY | ||||||||
| 161 WILLIAM STREET | NEW YORK | NY | 10038 | 133783906 | 501C3 | $860,000 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS | |
| NASHVILLE OPPORTUNITY NOW | ||||||||
| OPPORTUNIY NOW 1417 MURFREESBORO | NASHVILLE | TN | 37219 | 621471789 | 501C3 | $40,000 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS | PIKE PO BOX 196300 |
| NCG COALITION FOR PUBLIC LIFE DBA LAS VEGAS VALLEY INTERFAITH SPONSORING | ||||||||
| 2108 REVERE ST | NORTH LAS VEGAS | NV | 89030 | 271979373 | 501C3 | $25,000 | EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION | |
| NEIGHBORHOOD ALLIES | ||||||||
| 225 ROSS STREET SUITE 202 | PITTSBURGH | PA | 15219 | 251578436 | 501C3 | $100,000 | OPERATING A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE | |
| PHILADELPHIA YOUTH NETWORK | ||||||||
| 400 MARKET ST STE 200 | PHILADELPHIA | PA | 19106 | 232993155 | 501C3 | $80,000 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS | |
| POLK COUNTY | ||||||||
| 111 COURT AVENUE SUITE 300 | DES MOINES | IA | 50309 | 426004519 | $150,000 | LAUNCHING A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE | ||
| RISE FOUNDATION | ||||||||
| 2650 THOUSAND OAKS BLVD SUITE 2400 | MEMPHIS | TN | 38118 | 311712061 | 501C3 | $10,000 | LAUNCHING MUNICIPAL CONSUMER FINANCIAL PROTECTION OFFICES | |
| SAN FRANCISCO OFFICE OF FINANCIAL EMPOWERMENT | ||||||||
| 1 DR CARLTON B GOODLETT PLACE- ROOM | SAN FRANCISCO | CA | 94102 | 912172676 | $115,000 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS | 140 | |
| THE CITY OF ROCHESTER | ||||||||
| 30 CHURCH STREET | ROCHESTER | NY | 14614 | 166002551 | $150,000 | LAUNCHING A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE | ||
| THE CITY OF SACRAMENTO | ||||||||
| 915 STREET NEW CITY HALL - 5TH | SACRAMENTO | CA | 95814 | 946000410 | $150,000 | LAUNCHING A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE | FLOOR | |
| THE ST LOUIS COMMUNITY FOUNDATION INC | ||||||||
| 2 OAK KNOLL | ST LOUIS | MO | 63105 | 431758789 | 501C3 | $215,000 | INTEGRATING BANKING ACCESS AND FINANCIAL EMPOWERMENT INTO YOUTH EMPLOYMENT PROGRAMS | |
| THE WOMEN'S FOUNDATION FOR A GREATER MEMPHIS | ||||||||
| 40 S MAIN ST 2280 | MEMPHIS | TN | 38103 | 582207247 | 501C3 | $100,000 | OPERATING A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE | |
| UNITED WAY OF NORTHWEST LOUISIANA | ||||||||
| 820 JORDAN STREET SUITE 370 | SHREVEPORT | LA | 71101 | 720503930 | 501C3 | $25,000 | EXPANDING AND SUPPORTING THE CAPACITY OF A LOCAL BANK ON COALITION | |
| UNITED WAY OF SUNCOAST | ||||||||
| 1800 2ND ST SUITE 102 | SARASOTA | FL | 34238 | 593725701 | 501C3 | $32,500 | LAUNCHING A LOCAL BANK ON COALITION. | |
| WASHTENAW COUNTY | ||||||||
| 415 WEST MICHIGAN | YPSILANTI | MI | 48197 | 386004894 | $20,000 | OPERATING A LOCAL FINANCIAL EMPOWERMENT CENTER INITIATIVE | ||
| WASHTENAW COUNTY | ||||||||
| 415 WEST MICHIGAN | YPSILANTI | MI | 48197 | 386004894 | $80,000 | ASSISTING RESIDENTS WITH CRITICAL FINANCIAL ISSUES RESULTING FROM COVID-19 ECONOMIC DISRUPTION | ||
| ADJUSTMENT TO PRIOR YEAR GRANTS AND DISCOUNTING ON MULTI YEAR GRANTS | ||||||||
| -$170,294 | TO ADJUST THE VALUE OF MULTI YEAR GRANTS | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 24 | Total501c3OrgCnt |
| Total Other Org | 32 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT APPLICANTS ARE REQUIRED TO PROVIDE DETAILED STATEMENTS ON HOW THEY WILL USE GRANT FUNDS, AND PROPER USAGE OF FUNDS IS REQUIRED IN ALL GRANT CONTRACTS AND MOUS. GRANTEES ARE REQUIRED TO SUBMIT INTERIM AND FINAL REPORTS WITH DETAILED 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 |
| 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 (5 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 | $302,067 | $0 | $25,000 | $0 | $0 | $0 | $15,719 | $0 | $1,003 | $0 | $343,789 | $0 | $0 | $0 |
| LISA NICOLLE GRIST | ||||||||||||||
| PRINCIPAL | $150,172 | $0 | $0 | $0 | $0 | $0 | $9,446 | $0 | $6,650 | $0 | $166,268 | $0 | $0 | $0 |
| AMELIA ERWITT | ||||||||||||||
| MANAGING DIRECTOR | $169,818 | $0 | $19,000 | $0 | $0 | $0 | $11,718 | $0 | $18,331 | $0 | $218,867 | $0 | $0 | $0 |
| I-HSING SUN | ||||||||||||||
| CHIEF PROGRAM OFFICER | $123,683 | $0 | $19,000 | $0 | $0 | $0 | $9,053 | $0 | $9,182 | $0 | $160,918 | $0 | $0 | $0 |
| TAMARA LINDSAY | ||||||||||||||
| PRINCIPAL | $122,893 | $0 | $13,864 | $0 | $0 | $0 | $9,000 | $0 | $7,522 | $0 | $153,279 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | IN RESPONSE TO THE ECONOMIC CRISIS CAUSED BY THE COVID-19 OUTBREAK, THE CFE FUND CREATED THE FINANCIAL NAVIGATORS PROGRAM AND FUNDED 31 LOCALITIES TO LAUNCH HOTLINES FOR FINANCIAL ADVICE. |
| 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 | THE BOARD OF DIRECTORS, ESTABLISHED A COMPENSATION COMMITTEE, WHICH CONSISTED OF THE 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. THE BOARD OF DIRECTORS FORMALLY DELEGATES TO THE PRESIDENT AND CEO THE SETTING OF COMPENSATION FOR OTHER EMPLOYEES, BUT REVIEWS AND APPROVES THE REPORT ON THE COMPENSATION OF THE HIGHEST PAID EMPLOYEES. IN FY 18, THE CFE FUND HIRED AN EXTERNAL FIRM TO REVIEW THE ORGANIZATION-WIDE COMPENSATION SCHEME; THE FIRM PROVIDED DETAILED COMPARABLES AND AN ANALYSIS WHICH INFORMED CURRENT COMPENSATION FOR ALL EMPLOYEES. |
| 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. |
Comments