2019-11-15T18:35:57-06:00 2018-12-31 475525639 Tandem LLP 446 Old County Road Suite 100-140 Pacifica CA 94044 990 2018-01-01 331163601 Bay Area Financial Education Foundation BAYA 4158398197 555 California Street No 4925 San Francisco CA 94014 Cameron A Crisman CFA President 4158398197 2019-11-15 1 Lynn Henley P00356034 6503509805 2019-11-15 73.158.214.42 2019-11-15 18:15:07 PS P 76FF2A6BB2396675DA7FC3BECCB7F23E28595D91 B84DD2AB5586F43A440040C228F4442516580BC4 2018 2020-03-31 21:24:44Z Cameron A Crisman CFA 555 California Street No 4925 San Francisco CA 94014 103462 0 X www.bafef.org X 2007 CA Our mission is to improve the economic education and financial literacy of Bay Area Youth and to (continued from page 1) promote professional certification in the financial services industry. Our objective is to introduce students to the savings and investment tools that will help them achieve their goals in life, and to advance qualified, certified professionals to help them along the way. 8 8 0 8 0 0 122919 103462 0 0 4 0 0 0 122923 103462 5000 5500 0 0 41885 50369 0 0 4030 70668 55369 117553 111238 5370 -7776 14751 6975 0 0 14751 6975 X Our mission is to improve the economic education and financial literacy of Bay Area Youth and to promote professional certification in the financial services industry. Our objective is to introduce students to the savings and investment tools that will help them (continued from page 2) achieve their goals in life, and to advance qualified, certified professionals to help them along the way. 0 0 82907 2000 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. 3262 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 2018, the event cost was$3,262 which included catering, room rental and staff time to organize the event. Contributions of $15,800 were received from the 2018 event. Approximately 100 attendees participate in the event, and wine poured at the event is donated by sponsoring wineries. 13509 3. International Women's Day Event. We produce an event in partnership with the Bay Area Network for Teaching Entrepreneurship on March 8th which is 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 $13,509 in 2018, which included the cost of lunch, signage and staff time to organize the event. 3500 3500 BAFEF works collaboratively with and suppports other organizations with similar missions. 3500 3500 103178 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 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 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 555 California Street Suite 4925 San Francisco CA 94014 Theodore S Jablonski Jr Chairman 2.00 X X 0 0 0 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 Mark Fredenburg CFA Director 2.00 X 0 0 0 Michael Gandy CFA Director 2.00 X 0 0 0 John T Hyland CFA Director 2.00 X 0 0 0 Tina Marchetti Executive Director 23.00 X 50369 0 0 Sharon Hayman Director 1.00 X 0 0 0 50369 0 0 0 0 0 0 0 103462 103462 103462 0 0 0 5500 5500 50369 42309 4030 4030 750 750 5997 5997 2179 2179 BAFEF Teacher Workshop 14122 14122 IWD/NFTE Event 13509 13509 Contract Labor 9614 9614 Wine Tasting Event 3262 3262 5936 5936 111238 103178 4030 4030 14596 6820 155 155 14751 6975 0 0 X 14751 6975 14751 6975 14751 6975 -7776 0 X 0 0 0 X 41220 89276 67871 122919 103462 424748 41220 89276 67871 122919 103462 424748 139614 285134 424748 37491 0.67130 0.65550 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.