2017-06-14T19:50:44-05:00 2016-12-31 475525639 Tandem LLP 446 Old County Road Suite 100-140 Pacifica CA 94044 990 2016-01-01 331163601 Bay Area Financial Education Foundation BAYA 4158398197 555 California Street No 4925 San Francisco CA 94014 conrad Herrmann Vice President 4158398197 2017-06-14 Lynn Henley P00356034 6503509805 67.169.104.38 2017-06-14 19:49:50 PD P AEC088AAD76BD20DC393F3FB442787510B848D72 AEC088AAD76BD20DC393F3FB442787510B848D72 2016 2021-01-29 14:40:06Z Cameron Crisman 555 California Street No 4925 San Francisco CA 94014 70981 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 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. 9 9 0 18 0 0 89276 70981 17631 0 0 0 0 0 106907 70981 32536 9500 0 0 0 62959 0 0 4853 40744 46694 73280 119153 33627 -48172 57553 9381 0 0 57553 9381 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 achieve their goals in life, and to advance qualified, certified professionals to help them along the way. 0 0 90355 9500 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 an expense budget of $10,000 which includes space rent, printing & materials, supplies, A/V expenses, food & beverage, teacher stipends, speaker fees and staff time. In 2016, three workshops were produced for a combined total cost of $26,667. The workshops served 75 teachers who will teach 7500 students. 11375 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 2016 the event cost $11,375 which included catering, room rental and staff time to organize the event. $11,460 in revenue was received from the 2016 event. Approximately 100 attendees participate in the event, and wine poured at the event is donated by a sponsoring winery. 7717 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 $7,500 in 2016, which included the cost of lunch, signage and staff time to organize the event. 109447 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 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 0 0 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 Treasurer 2.00 X X 0 0 0 James Keene CFP CFA Vice-President, Secretary 2.00 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 Robert Thompson Director 1.00 X 0 0 0 Salina Yeung Director 1.00 X 0 0 0 Tina Marchetti Executive Director 23.00 X 62959 0 0 62959 0 0 0 0 0 0 0 70981 70981 70981 0 0 0 7500 7500 2000 2000 62959 53253 4853 4853 7086 7086 1257 1257 322 322 BAFEF Teacher Workshop 18149 18149 Networking event 8131 8131 IWD/NFTE Event 5050 5050 SIFMA Reception/Awards 3120 3120 3579 3579 119153 109447 4853 4853 55315 9226 2083 155 155 57553 9381 0 0 X 57553 9381 57553 9381 57553 9381 -48172 0 X 0 0 0 X 27909 35603 41220 89276 67871 261879 27909 35603 41220 89276 67871 261879 96849 165030 261879 57712 0.63020 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 Chairmam, the Form 990 is provided to all members of the governing body. 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.