2020-11-16T19:42:31-06:00 2019-12-31 475525639 TANDEM LLP 446 Old County Road Suite 100-140 Pacifica CA 94044 990 2019-01-01 331163601 Bay Area Financial Education Foundation BAYA 4158398197 PO Box 189 Occidental CA 95465 Salina Yeung Treasurer 4158398197 2020-11-16 1 Lynn Henley P00356034 6503509805 2020-11-16 73.158.214.42 2020-11-16 18:29:58 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AEC088AAD76BD20DC393F3FB442787510B848D72 2019 2021-01-29 14:40:06Z Cameron A Crisman CFA PO Box 189 Occidental CA 95465 99793 0 X www.bafef.org X 2007 CA Our mission is to improve the economic education and financial literacy of Bay Area Youth. 6 6 0 12 0 0 103462 99793 0 0 0 0 0 0 103462 99793 5500 0 0 0 50369 56900 0 0 5619 55369 39075 111238 95975 -7776 3818 6975 10793 0 0 6975 10793 X Our mission is to improve the economic education and financial literacy of Bay Area Youth. 0 0 45365 1. Teacher Workshops. BAFEF produces workshops for high school economics teachers. The workshops are provided free of charge, and a stipend is given to each teacher who attends. Teachers receive instruction from university professors and industry professionals on topics including personal finance, microeconomics, macroeconomics and the fiscal impact of public policy. Each workshop has a direct expense budget of $10,000 which includes space rent, printing & materials, supplies, A/V expenses, food & beverage, teacher stipends, speaker fees and staff time. The workshops served 75 teachers who will teach 7500 students. 8656 2. Annual Wine Tasting Event. 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 2019, the event cost was $3,656 which included catering, room rental and staff time to organize the event. Contributions of $2,000 were received from the 2019 event. Approximately 100 attendees participate in the event, and wine poured at the event is donated by sponsoring wineries. 19832 3. International Women's Day Event. We produce an event in partnership with the Bay Area Network for Teaching Entrepreneurship 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. The event cost approximately $12,931 in 2019, which included the cost of lunch, signage and staff time to organize the event. 10384 BAFEF works collaboratively with and suppports other organizations with similar missions. 10384 84237 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 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 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 2.00 X X 0 0 0 Conrad Herrmann CFA Vice-President, Secretary 2.00 X X 0 0 0 Salina Yeung Treasurer 1.00 X X 0 0 0 Sharon Hayman CFA Director 2.00 X 0 0 0 Cynthia Flannigan CFA Director 2.00 X 0 0 0 Jane Lopus Ed D Director 2.00 X 0 0 0 Tina Marchetti Executive Director 23.00 X 56900 0 0 56900 0 0 0 0 0 0 0 99793 99793 99793 0 0 0 56900 45662 5619 5619 500 500 6909 6909 1359 1359 IWD/NFTE Event 12222 12222 BAFEF Teacher Workshop 10506 10506 Wine Tasting Event 3656 3656 SIFMA Reception/Awards 2513 2513 1410 1410 95975 84237 6119 5619 6820 10638 155 155 6975 10793 0 0 X 6975 10793 6975 10793 6975 10793 3818 0 X 0 0 0 X 89276 67871 122919 103462 99792 483320 89276 67871 122919 103462 99792 483320 124417 358903 483320 24210 0.74260 0.67130 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 Chairman. Following approval by the Executive Director and Chairman, 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.