MONEY SAVVY GENERATION FOUNDATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
MONEY SAVVY GENERATION FOUNDATION (EIN 20-0618098)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-04
IRS object ID
201611569349300201
Schema version
2015v2.1
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)
Return2016-06-04T07:28:43-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

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
Phone8472349477PhoneNum

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
Phone8472349477PhoneNum
Signature2016-06-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonD JERRY MOORE CPAPreparerPersonNm
Phone8472491104PhoneNum
Preparation2016-06-04PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBARTLY LOETHENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1730 WRANDOLPHAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60661ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$201,138GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.msgen.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionPROVIDE PERSONAL FINANCIAL EDUCATIONActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$200PYContributionsGrantsAmt
CY Contributions Grants$40CYContributionsGrantsAmt
PY Program Service Revenue$287,700PYProgramServiceRevenueAmt
CY Program Service Revenue$201,098CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$287,900PYTotalRevenueAmt
CY Total Revenue$201,138CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$253,099PYOtherExpensesAmt
CY Other Expenses$244,423CYOtherExpensesAmt
PY Total Expenses$253,099PYTotalExpensesAmt
CY Total Expenses$244,423CYTotalExpensesAmt
PY Revenues Less Expenses$34,801PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$43,285CYRevenuesLessExpensesAmt
Total Assets BOY$87,928TotalAssetsBOYAmt
Total Assets EOY$59,738TotalAssetsEOYAmt
Total Liabilities BOY$35,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$50,095TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$52,928NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,643NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE PERSONAL FINANCIAL EDUCATIONMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$243,587ExpenseAmt
Revenue$201,098RevenueAmt
DescTHE FOUNDATION DONATED FINANCIAL LITERACY CURRICULUM MATERIALS TO 8,436 CHICAGO PUBLIC SCHOOL 1ST, 3RD, 5TH AND 6TH GRADE STUDENTS IN 284 CLASSROOMS, SPONSORED BY THE CHICAGO CITY TREASURER, MCGRAW HILL FINANCIAL, CITI COMMUNITY DEVELOPMENT, COUNTRY FINANCIAL, FIRST MERIT BANK AND FIRST EAGLE BANK. THE FOUNDATION DONATED FINANCIAL LITERACY CURRICULUM MATERIALS TO 12 MILWAUKEE PUBLIC SCHOOL ELEMENTARY CLASSROOMS WITH 221 STUDENTS, SPONSORED BY THE BREWERS COMMUNITY FOUNDATION. THE FOUNDATION DONATED FINANCIAL LITERACY CURRICULUM MATERIALS AND TEACHER TRAINING TO 180 CLASSROOMS AND 3,548 STUDENTS IN 19 CHICAGO ARCHDIOCESE SCHOOLS, SPONSORED BY THE PRIVATE BANK.Desc
Total Program Service Expenses$243,587TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBARTLY LOETHENPersonNm
Phone3124540312PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1730 W RANDOLPHAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60661ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
BARTLY LOETHEN
EXEC DIR2.00Yes (X)$0$0$0
CAMILLE FOTOPOLOUS
DIRECTOR2.00$0$0$0Yes (X)
CHRISTY PEDERSEN
DIRECTOR2.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$40AllOtherContributionsAmt
Total Contributions$40TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFINANCIAL EDUCATIONDesc
Business611710BusinessCd
Total Revenue Column$201,098TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$201,098TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$201,138TotalRevenueColumnAmt
Related Or Exempt Func Income$201,098RelatedOrExemptFuncIncomeAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$685TotalAmt
Program Services$0ProgramServicesAmt
Management And General$685ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$187TotalAmt
Program Services$187ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CONTRACTED COSTS$243,400$243,400$0$0
STATE OF ILLINOIS FEES$15$0$15$0
other$136$0$136$0

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$244,423TotalAmt
Program Services$243,587ProgramServicesAmt
Management And General$836ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$52,928BOYAmt
EOY$6,640EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$35,000BOYAmt
EOY$53,098EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$87,928BOYAmt
EOY$59,738EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$95EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$35,000BOYAmt
EOY$50,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$35,000BOYAmt
EOY$50,095EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$52,928BOYAmt
EOY$9,643EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$52,928BOYAmt
EOY$9,643EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$87,928BOYAmt
EOY$59,738EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$43,285ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

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 Minus4 Years$1,016CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$200CurrentTaxYearMinus1YearAmt
Current Tax Year$40CurrentTaxYearAmt
Total$3,256TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$104,825CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$296,099CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$459,765CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$287,700CurrentTaxYearMinus1YearAmt
Current Tax Year$201,098CurrentTaxYearAmt
Total$1,349,487TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$105,841CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$298,099CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$459,765CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$287,900CurrentTaxYearMinus1YearAmt
Current Tax Year$201,138CurrentTaxYearAmt
Total$1,352,743TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,352,743PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Total$1,352,743TotalAmt
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 (7 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 16CONTRACTED COSTS
Form 990EZ, Part II, Line 24REVENUE RECEIVABLE
Form 990EZ, Part II, Line 26DEFERRED INCOME

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.