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MONEY SAVVY GENERATION FOUNDATION: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MONEY SAVVY GENERATION FOUNDATION (EIN 20-0618098)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-02-26
IRS object ID
201800579349200125
Schema version
2017v2.2
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

FieldValueIRS element (for citing)
Return2018-02-26T16:23:23-08:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-02-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonD JERRY MOORE CPAPreparerPersonNm
PTINP00074862PTIN
Phone8472491104PhoneNum
Preparation2018-02-26PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$96,038GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$1,038ContributionsGiftsGrantsEtcAmt
Program Service Revenue$88,900ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$0InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Gaming Gross Income$0GamingGrossIncomeAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$0SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$6,100GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$6,100GrossProfitLossSlsOfInvntryAmt
Total Revenue$96,038TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$675FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$107,087OtherExpensesTotalAmt
Total Expenses$107,762TotalExpensesAmt
Excess Or Deficit For Year-$11,724ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$29,909NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$18,185NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$4,909BOYAmt
EOY$18,160EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$25,000BOYAmt
EOY$25EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$29,909BOYAmt
EOY$18,185EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$29,909BOYAmt
EOY$18,185EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposePROVIDE PERSONAL FINANCIAL EDUCATION.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTHE FOUNDATION PROVIDED FREE CURRICULUM MATERIALS AND TEACHER TRAINING TO 5,148 STUDENTS IN 247 CLASSROOMS IN 42 PUBLIC AND PRIVATE SCHOOLS IN THE CHICAGO AREA.DescriptionProgramSrvcAccomTxt
Program Service Expenses$107,000ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$107,000TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
BARTLEY LOETHEN
EXEC DIRECTOR2.00$0
CAMILLE FOTOPOLOUS
DIRECTOR2.00$0
CHRISTY PEDERSEN
DIRECTOR2.00$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
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
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 Minus3 Years$200CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40CurrentTaxYearMinus2YearsAmt
Current Tax Year$1,038CurrentTaxYearAmt
Total$1,278TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$459,765CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$287,700CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$201,098CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$160,000CurrentTaxYearMinus1YearAmt
Current Tax Year$95,000CurrentTaxYearAmt
Total$1,203,563TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$459,765CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$287,900CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$201,138CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$160,000CurrentTaxYearMinus1YearAmt
Current Tax Year$96,038CurrentTaxYearAmt
Total$1,204,841TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,204,841PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Total$1,204,841TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

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 107000.
Form 990EZ, Part I, Line 16ORGANIZATIONAL EXPENSES 15.
Form 990EZ, Part I, Line 16SUPLIES 72.
Form 990EZ, Part II, Line 24REVENUE RECEIVABLE 25000.
Form 990EZ, Part II, Line 24CREDIT CARD DEBIT BALANCE 25.

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