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MONEY SAVVY GENERATION FOUNDATION: Form 990EZ, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MONEY SAVVY GENERATION FOUNDATION (EIN 20-0618098)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-02-28
IRS object ID
201900679349200800
Schema version
2018v3.1
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

FieldValueIRS element (for citing)
Return2019-02-28T15:52:24-08:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1D Jerry Moore CPA LtdBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11125 Tri-State Pkwy Suite 710-AAddressLine1Txt
CityGurneeCityNm
State AbbreviationILStateAbbreviationCd
ZIP60031ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200618098EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONEY SAVVY GENERATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMONEBusinessNameControlTxt
Phone8004130073PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1730 W RANDOLPH STREETAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60661ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARTLY LOETHENPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone8004130073PhoneNum
Signature2019-02-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonD Jerry Moore CPAPreparerPersonNm
PTINP00074862PTIN
Phone8472491104PhoneNum
Preparation2019-02-28PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.84.110.77IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-02-28IPDt
IP Tm15:51:21IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE7DB910D423B0D826D985C9198CB2AE504ACD260AtSubmissionCreationDeviceId
At Submission Filing Device IdE7DB910D423B0D826D985C9198CB2AE504ACD260AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$105,688GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$5,058ContributionsGiftsGrantsEtcAmt
Program Service Revenue$94,500ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$0InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$0SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$6,130GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$6,130GrossProfitLossSlsOfInvntryAmt
Total Revenue$105,688TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$625FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$105,110OtherExpensesTotalAmt
Total Expenses$105,735TotalExpensesAmt
Excess Or Deficit For Year-$47ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$18,185NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$18,138NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$18,160BOYAmt
EOY$7,508EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$25BOYAmt
EOY$10,630EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$18,185BOYAmt
EOY$18,138EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$18,185BOYAmt
EOY$18,138EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposePROVIDE PERSONAL FINANCIAL EDUCATION.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomSEE STATEMENT OF ACCOMPLISHMENTSDescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$105,000ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$105,000TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BARTLY LOETHEN
EXEC DIRECTOR2.00$0$0$0
CAMILLE FOTOPOLOUS
DIRECTOR2.00$0$0$0
CHRISTY PEDERSEN
DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMICHAEL BEACHAMPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line174 SATURDAY ROADAddressLine1Txt
CityMT PLEASANTCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29464ZIPCd
FieldValueIRS element (for citing)
Phone8004130073PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind
Other Support Sum$0OtherSupportSumAmt
Public Support Total170$0PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support CY1700PublicSupportCY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$200CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$1,038CurrentTaxYearMinus1YearAmt
Current Tax Year$5,058CurrentTaxYearAmt
Total$6,336TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$287,700CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$201,098CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$160,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$95,000CurrentTaxYearMinus1YearAmt
Current Tax Year$100,630CurrentTaxYearAmt
Total$844,428TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$287,900CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$201,138CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$160,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$96,038CurrentTaxYearMinus1YearAmt
Current Tax Year$105,688CurrentTaxYearAmt
Total$850,764TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$850,764PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Total$0TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Total$850,764TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 11bPRIOR TO FINALIZING THE 990, THE GOVERNING BOARD REVIEWS
Pt VI, Line 11bA COPY OF THE FILING.
Pt VI, Line 12cDUE TO THE SMALL SIZE OF THE ORGANIZATION, THE BOARD
Pt VI, Line 12cWOULD BE AWARE IF A CONFLICT OF INTEREST WAS PRESENT.
Form 990EZ, Part I, Line 16GRANT & CONTRACT EXPENSES 105000.
Form 990EZ, Part I, Line 16ORGANIZATIONAL EXPENSES 15.
Form 990EZ, Part I, Line 16OTHER COSTS 95.
Form 990EZ, Part II, Line 24REVENUE RECEIVABLE 10630.
Form 990EZ, Part II, Line 24CREDIT CARD DEBIT BALANCE 25.

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