FINRA INVESTOR EDUCATION FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FINRA INVESTOR EDUCATION FOUNDATION (EIN 20-0863779)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201503159349302305
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-11T11:24:05-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO NORTH CENTRAL AVENUE STE 2300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200863779 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINRA INVESTOR EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JENNIFER P MITCHELL | InCareOfNm |
| Business Name Control | FINR | BusinessNameControlTxt |
| Phone | 2027288949 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1735 K STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200061506 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT A RENNER | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Signature | 2015-11-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA D GRIESEMER | PreparerPersonNm |
| PTIN | P00264669 | PTIN |
| Phone | 6023223000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GERALDINE M WALSH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1735 K STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200061506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,203,432 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.FINRAFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION IS TO PROVIDE UNDERSERVED AMERICANS WITH THE KNOWLEDGE, SKILLS AND TOOLS NECESSARY FOR FINANCIAL SUCCESS THROUGHOUT LIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,010,732 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,750,923 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $537,590 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,071,632 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $6,548,322 | PYTotalRevenueAmt |
| CY Total Revenue | $2,822,555 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,019,079 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,234,757 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,612,680 | PYOtherExpensesAmt |
| CY Other Expenses | $7,245,399 | CYOtherExpensesAmt |
| PY Total Expenses | $10,631,759 | PYTotalExpensesAmt |
| CY Total Expenses | $10,480,156 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,083,437 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,657,601 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $39,680,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,365,620 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $752,518 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,055,785 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,928,214 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,309,835 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION IS TO PROVIDE UNDERSERVED AMERICANS WITH THE KNOWLEDGE, SKILLS AND TOOLS NECESSARY FOR FINANCIAL SUCCESS THROUGHOUT LIFE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,352,206 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | INVESTOR PROTECTION CAMPAIGN - SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,234,756 | ExpenseAmt |
| Grant | $3,234,756 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | GRANT PROGRAM - SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,036,928 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MILITARY FINANCIAL READINESS PROJECT - SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,521,659 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,145,549 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER P MITCHELL | PersonNm |
| Phone | 2027288949 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1735 K STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200061506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| RICHARD G KETCHUM | ||||||||
| CHAIRMAN | 1.0 | 59.0 | Yes (X) | $0 | $2,812,798 | $81,030 | ||
| JAYNE W BARNARD | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN T DOOLEY | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| IDALIA P FERNANDEZ | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SHARON P SMITH | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| G DONALD STEEL | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GERALDINE M WALSH | ||||||||
| PRESIDENT | 48.0 | 12.0 | $0 | $517,596 | $90,603 | Yes (X) | ||
| EILEEN M FAMIGLIETTI | ||||||||
| TREASURER | 5.0 | 55.0 | $0 | $427,045 | $65,675 | Yes (X) | ||
| JENNIFER P MITCHELL | ||||||||
| SECRETARY | 3.0 | 57.0 | $0 | $254,678 | $42,604 | Yes (X) | ||
| MARCIA E ASQUITH | ||||||||
| SECRETARY (FORMER) | 0.0 | 60.0 | $0 | $552,315 | $102,098 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,564,432 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $382,010 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GMMB INC | |||||
| PO BOX 415312 | BOSTON | MA | 02241 | SEE SCHEDULE O | $717,152 |
| HOUGHTON MIFFLIN HARCOURTCHANNEL O | |||||
| 151 W 26TH STREET | NEW YORK | NY | 10001 | SEE SCHEDULE O | $658,233 |
| FAIR ISAAC CORPORATION | |||||
| 3661 VALLEY CENTRE DRIVE | SAN DIEGO | CA | 92130 | SEE SCHEDULE O | $434,073 |
| ASSOCIATION FOR FINANCIAL COUNSELIN | |||||
| 1940 DUKE STREET | ALEXANDRIA | VA | 22314 | SEE SCHEDULE O | $433,463 |
| BBB INSTITUTE FOR MARKETPLACE TRUST | |||||
| 3033 WILSON BOULEVARD | ARLINGTON | VA | 22201 | SEE SCHEDULE O | $400,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,750,923 | RelatedOrganizationsAmt |
| Total Contributions | $1,750,923 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $542,882 | TotalRevenueColumnAmt |
| Exclusion | $542,882 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,909,627 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,380,877 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $528,750 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $528,750 | TotalRevenueColumnAmt |
| Exclusion | $528,750 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,822,555 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,071,632 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,234,757 | TotalAmt |
| Program Services | $3,234,757 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,436,569 | TotalAmt |
| Program Services | $4,436,569 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,850 | TotalAmt |
| Management And General | $39,850 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,578 | TotalAmt |
| Management And General | $14,578 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,204,709 | TotalAmt |
| Program Services | $2,148,184 | ProgramServicesAmt |
| Management And General | $56,525 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,031 | TotalAmt |
| Program Services | $15,719 | ProgramServicesAmt |
| Management And General | $51,312 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,944 | TotalAmt |
| Management And General | $23,944 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,389 | TotalAmt |
| Program Services | $141,760 | ProgramServicesAmt |
| Management And General | $76,629 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,632 | TotalAmt |
| Program Services | $103,815 | ProgramServicesAmt |
| Management And General | $24,817 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,106 | TotalAmt |
| Program Services | $63,766 | ProgramServicesAmt |
| Management And General | $34,340 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PUBLICATIONS/PRINTING | $7,966 | $60 | $7,906 |
| BANK SERVICE FEES | $4,114 | $4,114 | |
| MISCELLANEOUS EXPENSE | $1,186 | $919 | $267 |
| MEMBERSHIP DUES | $325 | $325 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,480,156 | TotalAmt |
| Program Services | $10,145,549 | ProgramServicesAmt |
| Management And General | $334,607 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $567,218 | BOYAmt |
| EOY | $1,070,405 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,121,476 | BOYAmt |
| EOY | $3,174,133 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,353,133 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,096 | BOYAmt |
| EOY | $129,126 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,802,942 | BOYAmt |
| EOY | $26,638,823 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,680,732 | BOYAmt |
| EOY | $32,365,620 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $672,503 | BOYAmt |
| EOY | $862,949 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,255 | BOYAmt |
| EOY | $192,320 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $760 | BOYAmt |
| EOY | $516 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $752,518 | BOYAmt |
| EOY | $1,055,785 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,928,214 | BOYAmt |
| EOY | $31,309,835 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,928,214 | BOYAmt |
| EOY | $31,309,835 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,680,732 | BOYAmt |
| EOY | $32,365,620 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$7,657,601 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$77,262 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $3,294,298 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $14,578 | InvestmentExpenseAmt |
| Prior Period Adjustments | -$116,485 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$3,075,907 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED ORGANIZATION | Desc |
| Amt | $516 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $516 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $6,039,591 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$77,262 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $3,294,298 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $3,217,036 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,822,555 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,822,555 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,657,969 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $3,294,298 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | -$116,485 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,177,813 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,480,156 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $10,480,156 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART X, LINE 2 | ASC740 FOOTNOTE FROM FINRA CONSOLIDATED AUDITED FINANCIALS U.S. GAAP PROVIDES A TWO-STEP APPROACH FOR EVALUATING TAX POSITIONS. RECOGNITION (STEP 1) OCCURS WHEN AN ENTITY CONCLUDES THAT A TAX POSITION, BASED SOLELY ON ITS TECHNICAL MERITS, IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. IN STEP 2 (MEASUREMENT), THE TAX BENEFIT IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT, DETERMINED ON A CUMULATIVE PROBABILITY BASIS, THAT IS MORE LIKELY THAN NOT TO BE REALIZED UPON ULTIMATE SETTLEMENT. DURING THE YEARS FROM 2011 TO 2014, WHICH REPRESENT THE YEARS MANAGEMENT CONSIDERS TO BE OPEN FOR EXAMINATION BY TAXING AUTHORITIES, MANAGEMENT DID NOT IDENTIFY THE EXISTENCE OF ANY UNCERTAIN TAX POSITIONS. ACCORDINGLY, ALL TAX POSITIONS ARE RECOGNIZED AND MEASURED AT THEIR FULL BENEFIT IN THE CONSOLIDATED BALANCE SHEETS AND STATEMENTS OF OPERATIONS. |
| SCHEDULE D, PART XII, LINE 2D | AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25 RELATE TO REFUNDS OF PRIOR YEAR'S UNUSED GRANTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (61 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALOHA UNITED WAY | ||||||||
| 200 N VINEYARD BLVD | HONOLULU | HI | 96817 | 990073494 | 501(C)(3) | $70,572 | SEE SCHEDULE O | |
| BBB OF METRO NEW YORK | ||||||||
| 30 E 33RD STREET | NEW YORK | NY | 10016 | 136263835 | 501(C)(3) | $7,150 | SEE SCHEDULE O | |
| BOONSHOFT MUSEUM OF DISCOVERY | ||||||||
| 2600 DEWEESE PARKWAY | DAYTON | OH | 45414 | 310585917 | 501(C)(3) | $50,000 | SEE SCHEDULE O | |
| BRIGHTON CENTER INC | ||||||||
| PO BOX 325 | NEWPORT | KY | 41072 | 610673886 | 501(C)(3) | $50,000 | SEE SCHEDULE O | |
| BROOKLYN PUBLIC LIBRARY | ||||||||
| 10 GRAND ARMY PLAZA | BROOKLYN | NY | 11235 | 111904261 | 501(C)(3) | $100,000 | SEE SCHEDULE O | |
| BRUNSWICK PUBLIC LIBRARY ASSOCIATION | ||||||||
| 23 PLEASANT STREET | BRUNSWICK | ME | 04011 | 016000787 | 501(C)(3) | $46,070 | SEE SCHEDULE O | |
| CAPITAL AREA UNITED WAY | ||||||||
| 700 LAUREL STREET | BATON ROUGE | LA | 70602 | 720447100 | 501(C)(3) | $70,030 | SEE SCHEDULE O | |
| FAYETTEVILLE PUBLIC LIBRARY FOUNDATION | ||||||||
| 401 W MOUNTAIN | FAYETTEVILLE | AR | 72701 | 710827418 | 501(C)(3) | $49,658 | SEE SCHEDULE O | |
| FIRST NATIONS DEVELOPMENT INSTITUTE | ||||||||
| 2432 MAIN STREET | LONGMONT | CO | 80501 | 541254491 | 501(C)(3) | $103,838 | SEE SCHEDULE O | |
| FRIENDS OF THE ALBUQUERQUE PUBLIC LIBRARY | ||||||||
| PO BOX 26657 | ALBUQUERQUE | NM | 67125 | 237024173 | 501(C)(3) | $31,635 | SEE SCHEDULE O | |
| FRIENDS OF THE CHESTERFIELD COUNTY PUBLIC | ||||||||
| 9501 LORI ROAD | CHESTERFIELD | VA | 23632 | 521245254 | 501(C)(3) | $39,140 | SEE SCHEDULE O | |
| FRIENDS OF THE FLORENCE COUNTY LIBRARY | ||||||||
| 509 SOUTH DARGAN ST | FLORENCE | SC | 29506 | 570697650 | 501(C)(3) | $25,303 | SEE SCHEDULE O | |
| FRIENDS OF THE GEORGETOWN LIBRARY INC | ||||||||
| 405 CLELAND ST | GEORGETOWN | SC | 29440 | 570918036 | 501(C)(3) | $49,995 | SEE SCHEDULE O | |
| FRIENDS OF THE PISCATAWAY PUBLIC LIBRARY | ||||||||
| 500 HOES LANE | PISCATAWAY | NJ | 06654 | 222131001 | 501(C)(3) | $63,671 | SEE SCHEDULE O | |
| FRIENDS OF THE SARATOGA SPRINGS PUBLIC | ||||||||
| 49 HENRY ST | SARATOGA SPRINGS | NY | 12666 | 141724307 | 501(C)(3) | $60,596 | SEE SCHEDULE O | |
| FRIENDS OF THE TROY PUBLIC LIBRARY | ||||||||
| PO BOX 4445 | TROY | MI | 48099 | 386091389 | 501(C)(3) | $32,588 | SEE SCHEDULE O | |
| GEORGIA STATE UNIVERSITY COLLEGE OF LAW | ||||||||
| PO BOX 3999 | ATLANTA | GA | 30302 | 586005250 | 501(C)(3) | $62,500 | SEE SCHEDULE O | |
| GREATER EDWARDSVILLE AREA COMMUNITY FND | ||||||||
| PO BOX 102 | EDWARDSVILLE | IL | 62025 | 367146151 | 501(C)(3) | $27,295 | SEE SCHEDULE O | |
| HARTFORD PUBLIC LIBRARY | ||||||||
| 500 MAIN STREET | HARTFORD | CT | 06103 | 066026029 | 501(C)(3) | $49,990 | SEE SCHEDULE O | |
| HUNTSVILLE LIBRARY FOUNDATION | ||||||||
| 915 MONROE STREET | HUNTSVILLE | AL | 35601 | 630927523 | 501(C)(3) | $50,000 | SEE SCHEDULE O | |
| IDA RUPP PUBLIC LIBRARY | ||||||||
| 301 MADISON ST | PORT CLINTON | OH | 43452 | 346401091 | 501(C)(3) | $9,554 | SEE SCHEDULE O | |
| KENTUCKY DOMESTIC VIOLENCE ASSOCIATION | ||||||||
| 111 DARBY SHIRE CIRCLE | FRANKFORT | KY | 40601 | 611110432 | 501(C)(3) | $74,800 | SEE SCHEDULE O | |
| LEBANON COMMUNITY LIBRARY | ||||||||
| 125 N 7TH STREET | LEBANON | PA | 17046 | 231413687 | 501(C)(3) | $46,250 | SEE SCHEDULE O | |
| LIBRARY FOUNDATION OF NEW HANOVER COUNTY | ||||||||
| 201 CHESTNUT ST | WILMINGTON | NC | 26401 | 200547038 | 501(C)(3) | $36,500 | SEE SCHEDULE O | |
| LIBRARY LEGACY FND OF THE TOLEDO-LUCAS | ||||||||
| 32 N MICHIGAN STREET | TOLEDO | OH | 43604 | 341632308 | 501(C)(3) | $40,941 | SEE SCHEDULE O | |
| LYRASISSTATE LIBRARIES OF IOWA | ||||||||
| 1438 W PEACHTREE ST | ATLANTA | GA | 30329 | 231365979 | 501(C)(3) | $35,507 | SEE SCHEDULE O | |
| MICHIGAN STATE UNIVERSITY COLLEGE OF LAW | ||||||||
| 648 N SHAW LANE | EAST LANSING | MI | 48624 | 381358000 | 501(C)(3) | $62,500 | SEE SCHEDULE O | |
| MIDDLE COUNTRY LIBRARY FOUNDATION INC | ||||||||
| 101 EASTWOOD BLVD | CENTERREACH | NY | 11720 | 113388626 | 501(C)(3) | $71,000 | SEE SCHEDULE O | |
| MISSION ECONOMIC DEVELOPMENT AGENCY | ||||||||
| 2301 MISSION ST | SAN FRANCISCO | CA | 94110 | 510187791 | 501(C)(3) | $75,000 | SEE SCHEDULE O | |
| MONROE COUNTY PUBLIC LIBRARY FOUNDATION | ||||||||
| 303 E KIRKWOOD AVE | BLOOMINGTON | IN | 47408 | 351892355 | 501(C)(3) | $43,615 | SEE SCHEDULE O | |
| MONTANA STATE UNIVERSITY | ||||||||
| 309 MONTANTA HALL | BOZEMAN | MT | 59717 | 816010045 | 501(C)(3) | $43,085 | SEE SCHEDULE O | PO BOX 172470 |
| MONTANA STATE UNIVERSITY EXTENSION | ||||||||
| 309 MONTANA HALL | BOZEMAN | MT | 59717 | 816010045 | 501(C)(3) | $63,246 | SEE SCHEDULE O | |
| NORTHEAST LIBRARY SYSTEM | ||||||||
| 3038 33RD AVENUE | COLUMBUS | NE | 68601 | 470587492 | 501(C)(3) | $50,000 | SEE SCHEDULE O | |
| OPERATION HOPE | ||||||||
| 707 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | 954378084 | 501(C)(3) | $86,950 | SEE SCHEDULE O | |
| PELHAM PUBLIC GUILD INC | ||||||||
| 3160 PELHAM PARKWAY | PELHAM | AL | 35124 | 264800985 | 501(C)(3) | $83,500 | SEE SCHEDULE O | |
| PIKE COUNTY PUBLIC LIBRARY DISTRICT FRIENDS | ||||||||
| PO BOX 1276 | PIKEVILLE | KY | 41502 | 800415553 | 501(C)(3) | $40,338 | SEE SCHEDULE O | |
| RISE FOUNDATION | ||||||||
| 2650 THOUSAND OAKS BLVD | MEMPHIS | TN | 38118 | 311712061 | 501(C)(3) | $62,352 | SEE SCHEDULE O | |
| SAN DIEGO PUBLIC LIBRARY FOUNDATION | ||||||||
| 330 PARK BOULEVARD | SAN DIEGO | CA | 92101 | 330959608 | 501(C)(3) | $50,000 | SEE SCHEDULE O | |
| SANTA FE COLLEGE LIBRARY | ||||||||
| 3000 NW 83RD STREET | GAINESVILLE | FL | 32606 | 591207627 | 501(C)(3) | $100,000 | SEE SCHEDULE O | |
| SETON HALL UNIVERSITY SCHOOL OF LAW | ||||||||
| ONE NEWARK CENTER | NEWARK | NJ | 07102 | 221500645 | 501(C)(3) | $18,976 | SEE SCHEDULE O | |
| SPOKANE COUNTY UNITED WAY | ||||||||
| 920 N WASHINGTON STREET | SPOKANE | WA | 99201 | 910606058 | 501(C)(3) | $75,000 | SEE SCHEDULE O | |
| SPRINGDALE PUBLIC LIBRARY FOUNDATION | ||||||||
| 405 SOUTH PLEASANT ST | SPRINGDALE | AR | 72764 | 710861658 | 501(C)(3) | $17,028 | SEE SCHEDULE O | |
| ST LOUIS COUNTY LIBRARY FOUNDATION | ||||||||
| 1640 S LINDBERGH BLVD | ST LOUIS | MO | 63131 | 431863977 | 501(C)(3) | $20,848 | SEE SCHEDULE O | |
| STEP UP SAVANNAH | ||||||||
| 428 BULL STREET | SAVANNAH | GA | 31401 | 300526014 | 501(C)(3) | $75,000 | SEE SCHEDULE O | |
| TRUSTEES OF BOSTON COLLEGE | ||||||||
| 140 COMMONWEALTH | CHESTNUT HILL | MA | 02467 | 042103545 | 501(C)(3) | $81,542 | SEE SCHEDULE O | |
| UNITED WAY OF ACADIANA | ||||||||
| 215 EAST PINHOOK ROAD | LAFAYETTE | LA | 70501 | 720513639 | 501(C)(3) | $43,329 | SEE SCHEDULE O | |
| UNITED WAY OF CENTRAL IOWA | ||||||||
| 111 NINTH STREET | DES MOINES | IA | 50314 | 420680425 | 501(C)(3) | $75,000 | SEE SCHEDULE O | |
| UNITED WAY OF CHITTENDEN COUNTY | ||||||||
| 412 FARRELL ST | SOUTH BURLINGTON | VT | 05403 | 030217229 | 501(C)(3) | $74,800 | SEE SCHEDULE O | |
| UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY | ||||||||
| 225 W VINE STREET | MILWAUKEE | WI | 53212 | 390806190 | 501(C)(3) | $75,000 | SEE SCHEDULE O | |
| UNITED WAY OF MASSACHUSETTS BAY & MERRIMACK VALLEY | ||||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | 042382233 | 501(C)(3) | $75,000 | SEE SCHEDULE O | |
| UNITED WAY OF METROPOLITAN ATLANTA | ||||||||
| 100 EDGEWOOD AVENUE | ATLANTA | GA | 30303 | 580566194 | 501(C)(3) | $70,345 | SEE SCHEDULE O | |
| UNITED WAY OF NORTHEAST FLORIDA | ||||||||
| 1301 RIVERPLACE | JACKSONVILLE | FL | 32207 | 590637825 | 501(C)(3) | $67,937 | SEE SCHEDULE O | |
| UNITED WAY OF THE MIDLANDS | ||||||||
| 1805 HARNEY STREET | OMAHA | NE | 68102 | 470376605 | 501(C)(3) | $74,740 | SEE SCHEDULE O | |
| UNITED WAY OF SOUTHEAST MICHIGAN | ||||||||
| 620 E MAIN | NILES | MI | 49120 | 381358411 | 501(C)(3) | $35,252 | SEE SCHEDULE O | |
| UNITED WAY OF WAYNE AND HOLMES COUNTIES | ||||||||
| 215 SOUTH WALNUT STREET | WOOSTER | OH | 44691 | 340946973 | 501(C)(3) | $25,000 | SEE SCHEDULE O | |
| UNIV OF KANSAS SCHOOL OF SOCIAL WELFARE | ||||||||
| 2385 IRVING HILL ROAD | LAWRENCE | KS | 66045 | 480680117 | 501(C)(3) | $11,965 | SEE SCHEDULE O | |
| UNIV OF MARYLAND SCHOOL OF SOCIAL WORK | ||||||||
| 620 WEST LEXINGTON ST | BALTIMORE | MD | 21201 | 526002033 | 501(C)(3) | $17,638 | SEE SCHEDULE O | |
| UNIVERSITY OF MIAMI SCHOOL OF LAW | ||||||||
| PO BOX 405803 | ATLANTA | GA | 30384 | 590624458 | 501(C)(3) | $25,000 | SEE SCHEDULE O | |
| UNIVERSITY OF TENNESSEE | ||||||||
| 121 MORGAN HALL | KNOXVILLE | TN | 37996 | 626001636 | 501(C)(3) | $60,194 | SEE SCHEDULE O | |
| VILLAGE FAMILY SERVICE CENTER | ||||||||
| 1201 25TH STREET SOUTH | FARGO | ND | 58103 | 450226423 | 501(C)(3) | $25,000 | SEE SECHEDULE O | |
| YWCA OF SEATTLEKINGSNOHOMISH | ||||||||
| 2024 3RD AVENUE | SEATTLE | WA | 98121 | 910482890 | 501(C)(3) | $75,000 | SEE SCHEDULE O | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 61 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS FOLLOWING APPROVAL OF A GRANT APPLICATION BY THE BOARD OF DIRECTORS, THE FOUNDATION EXECUTES A GRANT AGREEMENT WITH THE APPLICANT. THIS AGREEMENT SPECIFIES THE TERMS AND CONDITIONS OF THE GRANT, AS WELL AS THE REPORTING AND PAYMENT SCHEDULE. GRANTS ARE DISBURSED IN INSTALLMENTS TIED TO THE SUBMISSION OF NARRATIVE AND FINANCIAL PROGRESS REPORTS AND THE COMPLETION OF DELIVERABLES, WHICH ARE REVIEWED BY THE FOUNDATION TO ENSURE QUALITY AND COMPLIANCE WITH THE GRANT AGREEMENT. AT ITS DISCRETION, THE FOUNDATION MAY CONDUCT SITE VISITS TO OBSERVE PROJECTS AND EXAMINE OUTCOMES. THE FOUNDATION MAY ALSO UNDERTAKE OR COMMISSION EVALUATION ANALYSIS ACROSS GRANT SITES. IN ADDITION TO PROGRESS REPORTS, GRANTEES ARE REQUIRED TO COMPLETE A FINAL NARRATIVE AND FINANCIAL REPORT DETAILING PROJECT OUTCOMES AND ACCOUNTING FOR THE USE OF GRANT FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD G KETCHUM | ||||||||||||||
| CHAIRMAN | $0 | $978,762 | $0 | $1,500,000 | $0 | $334,036 | $0 | $61,388 | $0 | $19,642 | $0 | $2,893,828 | $0 | $0 |
| GERALDINE M WALSH | ||||||||||||||
| PRESIDENT | $0 | $283,205 | $0 | $214,435 | $0 | $19,956 | $0 | $79,258 | $0 | $11,345 | $0 | $608,199 | $0 | $0 |
| EILEEN M FAMIGLIETTI | ||||||||||||||
| TREASURER | $0 | $257,083 | $0 | $125,000 | $0 | $44,962 | $0 | $31,180 | $0 | $34,495 | $0 | $492,720 | $0 | $25,945 |
| JENNIFER P MITCHELL | ||||||||||||||
| SECRETARY | $0 | $153,546 | $0 | $80,000 | $0 | $21,132 | $0 | $18,064 | $0 | $24,540 | $0 | $297,282 | $0 | $0 |
| MARCIA E ASQUITH | ||||||||||||||
| SECRETARY (FORMER) | $0 | $249,420 | $0 | $280,000 | $0 | $22,895 | $0 | $78,270 | $0 | $23,828 | $0 | $654,413 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINES 3 AND 4B | FormAndLineReferenceDesc |
| Explanation | SUPPLEMENTAL COMPENSATION INFORMATION THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES. ALL SERVICES ARE PROVIDED BY EMPLOYEES OF FINRA OR ITS SUBSIDIARIES. THE FOUNDATION DOES NOT COMPENSATE THESE EMPLOYEES FOR THEIR SERVICES. LINE 3) COMPENSATION FOR THE CEO/EXECUTIVE DIRECTOR IS ESTABLISHED AT THE PARENT ORGANIZATION, THE FINANCIAL INDUSTRY REGULATORY AUTHORITY, INC. FOR FURTHER DETAILS REGARDING COMPENSATION OF OFFICERS, PLEASE REFER TO THE 2014 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX - FORM 990 FOR THE FOUNDATION'S PARENT ORGANIZATION, THE FINANCIAL INDUSTRY REGULATORY AUTHORITY, INC. WITH RESPECT TO LINE 4B), FINRA OFFERS TWO NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS. ANNUAL INCREASES IN BENEFIT VALUE, CLIFF VESTING EVENTS, AND PAYOUT DIFFERENTIALS ARE TAXABLE IN THE YEAR IN WHICH THEY OCCUR AND ARE REPORTED IN COLUMN B(iii) OF SCHEDULE J, PART II. UNVESTED BENEFIT AND CONTRIBUTION ACCRUALS ARE TAX DEFERRED AND ARE REPORTED IN COLUMN C OF SCHEDULE J, PART II. 1) FINRA'S SUPPLEMENTAL DEFINED BENEFIT PLAN IS A NON-QUALIFIED DEFINED BENEFIT PLAN THAT IS PROVIDED TO MEMBERS OF A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES SUCH AS THOSE DESCRIBED UNDER 201(2), 301(A)(3), AND 401(A)(1) OF ERISA. IT IS A FINRA FUNDED PLAN THAT VESTS AT SPECIFIED AGE AND SERVICE MILESTONES. THIS PLAN WAS CLOSED TO NEW ENTRANTS AS OF 12/31/05. PARTICIPANTS IN THE SUPPLEMENTAL NON-QUALIFIED DEFINED BENEFIT PLAN THAT HAD A GROSS TAXABLE PAYOUT IN 2014: NONE 2) FINRA'S SUPPLEMENTAL DEFINED CONTRIBUTION PLAN IS A NON-QUALIFIED PLAN THAT IS OPEN TO VICE PRESIDENTS AND ABOVE WITH AN ANNUAL BASE PAY ABOVE THE QUALIFIED LIMIT. IT IS ONLY OPEN TO THOSE NOT PARTICIPATING IN THE CLOSED NON-QUALIFIED DEFINED BENEFIT PLAN DESCRIBED ABOVE. IT IS A FINRA FUNDED PLAN WITH A THREE YEAR VESTING CYCLE WITH ANNUAL VESTING BEGINNING AT AGE 62. PARTICIPANTS IN THE SUPPLEMENTAL NON-QUALIFIED DEFINED CONTRIBUTION PLAN WITH CONTRIBUTIONS VESTING IN 2014 INCLUDE: EILEEN M. FAMIGLIETTI - $43,490 RICHARD G. KETCHUM - $300,020 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6 | FIVE MEMBERS OF THE BOARD OF DIRECTORS SERVE ON A VOLUNTEER BASIS. THE BOARD OF DIRECTORS IS RESPONSIBLE FOR APPROVING GRANTS AND PROJECTS. |
| FORM 990,PART III, LINE 4 | 4A) INVESTOR PROTECTION CAMPAIGN THE FOUNDATION LAUNCHED THE INVESTOR PROTECTION CAMPAIGN IN 2008 WITH A VISION TO REDUCE THE INCIDENCE OF INVESTMENT FRAUD AMONG INVESTORS. GUIDED BY A GROWING BODY OF RESEARCH AROUND INVESTMENT FRAUD VICTIMIZATION, THE FOUNDATION HAS EMPLOYED A VARIETY OF TACTICS TO MAXIMIZE OUTREACH AND IMPACT INCLUDING: EDUCATIONAL EVENTS; PUBLIC TELEVISION AND DVD DISTRIBUTION OF TWO AWARD-WINNING DOCUMENTARIES; NATIONAL, STATE AND LOCAL PARTNERSHIPS THAT ARE FACILITATING A GROWING NETWORK OF ON-THE-GROUND "FRAUD FIGHTERS"; LEADERSHIP IN THE AREA OF FINANCIAL FRAUD RESEARCH; AND A ROBUST OUTREACH EFFORT. CAMPAIGN ACTIVITIES AND RESOURCES ARM INVESTORS WITH THE TOOLS AND KNOWLEDGE THEY NEED TO: REALIZE THEY ARE VULNERABLE TO FINANCIAL FRAUD; IDENTIFY PERSUASION TACTICS USED BY FRAUDSTERS; AND REDUCE RISKY BEHAVIORS BY ASKING THE RIGHT QUESTIONS AND KNOWING HOW TO VERIFY ANSWERS. 4B) GRANT PROGRAMS IN 2014, THE FOUNDATION ISSUED PAYMENTS ON APPROVED GRANTS THROUGH FOUR PROGRAMS: THE GENERAL GRANT PROGRAM; SMART INVESTING@YOUR LIBRARY; FINANCIAL EDUCATION IN YOUR COMMUNITY; AND THE INVESTOR ADVOCACY CLINIC PROGRAM. THROUGH THESE PROGRAMS, THE FOUNDATION SUPPORTED INNOVATIVE RESEARCH AND EDUCATIONAL PROJECTS THAT PROVIDE UNDERSERVED AMERICANS WITH THE KNOWLEDGE, SKILLS AND TOOLS NECESSARY FOR FINANCIAL SUCCESS THROUGHOUT LIFE. THE FOUNDATION AWARDS GRANTS TO ENTITIES DESIGNATED AS TAX-EXEMPT ACCORDING TO INTERNAL REVENUE CODE SECTION 501(C)(3) AND TO STATE AND OTHER PUBLIC COLLEGES AND UNIVERSITIES. THE FOUNDATION PLACES HIGH PRIORITY ON REACHING AND ENGAGING A WELL-DEFINED TARGET AUDIENCE AND ENCOURAGED COLLABORATION AND STRATEGIC PARTNERSHIPS TO FACILITATE EFFECTIVE MARKETING AND DISTRIBUTION EFFORTS. THE FOUNDATION OFFERS ROLLING DEADLINES FOR PROJECT CONCEPT FORMS SUBMITTED UNDER THE GENERAL GRANT PROGRAM. APPLICANTS WHOSE PROJECTS CLOSELY ALIGN WITH THE FOUNDATION'S PRIORITIES ARE INVITED TO SUBMIT A FULL GRANT PROPOSAL FOR CONSIDERATION AT ONE OF THE FOUNDATION'S BOARD MEETINGS. FUNDING PRIORITIES ARE SPECIFIED IN THE GRANT GUIDELINES. THE GUIDELINES ALSO SPECIFY ELIGIBILITY REQUIREMENTS AND GRANT CRITERIA. THE SMART INVESTING@YOUR LIBRARY GRANT PROGRAM IS ADMINISTERED JOINTLY BY THE FOUNDATION AND THE AMERICAN LIBRARY ASSOCIATION. THIS GRANT PROGRAM FUNDS PUBLIC LIBRARY AND COMMUNITY COLLEGE LIBRARY EFFORTS TO PROVIDE PATRONS WITH ACCESS TO EFFECTIVE, UNBIASED FINANCIAL EDUCATION RESOURCES AND LEARNING OPPORTUNITIES. THE FINANCIAL EDUCATION IN YOUR COMMUNITY GRANT PROGRAM IS ADMINISTERED JOINTLY BY THE FOUNDATION AND UNITED WAY WORLDWIDE. THIS GRANT PROGRAM FUNDS COMMUNITY-BASED ORGANIZATIONS TO MEET THE FINANCIAL EDUCATION NEEDS OF UNDERSERVED LOW- AND MODERATE- INCOME INDIVIDUALS AND FAMILIES. THE INVESTOR ADVOCACY CLINIC PROGRAM PROVIDES START-UP FUNDING AND ASSISTANCE TO LAW SCHOOLS THAT ARE WELL POSITIONED TO ESTABLISH CLINICS OFFERING LEGAL ADVICE AND OTHER HELP FOR UNDERSERVED INVESTORS. THIS GRANT PROGRAM AIMS TO FILL THE GAP IN LEGAL REPRESENTATION FOR SMALL INVESTORS. 4C) MILITARY FINANCIAL READINESS PROJECT THE FOUNDATION MAINTAINS A COMPREHENSIVE CAMPAIGN TO DELIVER FINANCIAL EDUCATION TOOLS AND TRAINING TO MILITARY SERVICE MEMBERS AND THEIR FAMILIES. THE MULTI-FACETED INITIATIVE INCLUDES: AN ONLINE RESOURCE CENTER; ON-THE-GROUND TRAINING; EDUCATIONAL MATERIALS AND PROGRAMS; AND A LONG-TERM PUBLIC OUTREACH CAMPAIGN. THE FOUNDATION PROUDLY COLLABORATES WITH THE DEPARTMENT OF DEFENSE ON ITS FINANCIAL READINESS CAMPAIGN. 4D) OTHER PROGRAM SERVICES INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING: NATIONAL FINANCIAL CAPABILITY STUDY THE FOUNDATION FIRST CONDUCTED THE NATIONAL FINANCIAL CAPABILITY STUDY IN 2009 TO BENCHMARK AND BETTER UNDERSTAND HOW AMERICAN ADULTS HANDLE THEIR FINANCES. IN 2012, THE FOUNDATION CONDUCTED A SECOND WAVE OF THE STUDY, IN COLLABORATION WITH THE PRESIDENT'S ADVISORY COUNCIL ON FINANCIAL CAPABILITY, THE DEPARTMENT OF THE TREASURY AND OTHER AGENCIES. THE 2012 STUDY, RELEASED IN 2013, COMPRISES TWO PRIMARY SURVEYS-- A STATE-BY-STATE SURVEY AND A MILITARY SURVEY-- AND INCLUDED A SAMPLE FROM THE RAND AMERICAN LIFE PANEL. THIS ADDITIONAL SAMPLE ALLOWS RESEARCHERS TO CONDUCT LONGITUDINAL ANALYSES AND COMBINE STUDY DATA WITH OTHER SOURCES OF DATA. IN 2014, THE BOARD APPROVED A THIRD WAVE OF THE STUDY, WHICH IS BEING FIELDED IN 2015, INCLUDING A STATE-BY-STATE SURVEY, A MILITARY SURVEY AND AN INVESTOR SURVEY. GENERATION MONEY: IMPROVING TEEN FINANCIAL LITERACY THE FOUNDATION, IN PARTNERSHIP WITH THE CONSUMER FEDERATION OF AMERICA AND CHANNEL ONE NEWS, CONTINUED TO SUPPORT A MULTIMEDIA PROJECT TO IMPROVE KNOWLEDGE OF FUNDAMENTALLY IMPORTANT FINANCIAL LITERACY CONCEPTS AMONG AMERICAN TEENAGERS, AND TO PROVIDE THEM WITH THE SKILLS TO APPLY THESE CONCEPTS TO EVERYDAY FINANCIAL DECISION-MAKING. TOPICS INCLUDED COMPOUND INTEREST, SAVING AND INVESTING TO ACHIEVE LIFE GOALS, BUDGETING AND PAYING FOR COLLEGE. SPECIAL ATTENTION WAS GIVEN TO THE MATHEMATICS OF PERSONAL FINANCE. |
| FORM 990, PART VI, LINE 1A | PURSUANT TO THE FINRA INVESTOR EDUCATION FOUNDATION'S BY-LAWS, THE CORPORATION SHALL HAVE A COMMITTEE OF THE BOARD OF DIRECTORS (THE "FUNDING REQUEST COMMITTEE") WHICH SHALL AT ALL TIMES CONSIST OF ONE NON-PUBLIC DIRECTOR AND ONE PUBLIC DIRECTOR, AND SHALL HAVE THE POWER AND AUTHORITY OF THE BOARD OF DIRECTORS TO REVIEW, EVALUATE, AND APPROVE REQUESTS FOR FUNDING IN AN AMOUNT GREATER THAN TEN THOUSAND DOLLARS ($10,000) BUT LESS THAN ONE HUNDRED THOUSAND DOLLARS ($100,000). APPROVAL OF GRANT PROPOSALS AND REQUESTS FOR FUNDING IN AN AMOUNT EQUAL TO OR GREATER THAN ONE HUNDRED THOUSAND DOLLARS ($100,000) BUT LESS THAN TWO HUNDRED FIFTY THOUSAND DOLLARS ($250,000) MAY BE APPROVED BY A SUB-SET OF MEMBERS OF THE BOARD OF DIRECTORS CONSISTING OF A MAJORITY OF THE NON-PUBLIC DIRECTORS AND A MAJORITY OF THE PUBLIC DIRECTORS, PROVIDED THAT THE FULL BOARD OF DIRECTORS MAY, AT ITS ELECTION, REVIEW ANY FUNDING REQUESTS. ALL REQUESTS EQUAL TO OR GREATER THAN TWO HUNDRED FIFTY THOUSAND DOLLARS ($250,000) ARE APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, LINES 6, 7A AND 7B | LINE 6 - THE FINANCIAL INDUSTRY REGULATORY AUTHORITY, INC. (FINRA) IS THE SOLE MEMBER OF THE FOUNDATION. LINE 7A - FINRA, AS SOLE MEMBER, ELECTS ALL MEMBERS OF THE GOVERNING BODY. LINE 7B - THE BYLAWS OF THE CORPORATION MAY BE ADOPTED, AMENDED OR REPEALED BY A MAJORITY VOTE OF THE DIRECTORS IN OFFICE; PROVIDED, THAT ANY AMENDMENT TO THE SECTIONS OF THE BYLAWS GOVERNING THE NUMBER OF DIRECTORS, THE ELECTION OF DIRECTORS, VACANCIES OR REMOVAL OF DIRECTORS REQUIRES THE APPROVAL OF THE MEMBER, FINRA. THE CERTIFICATE OF INCORPORATION OF THE CORPORATION MAY BE AMENDED OR REPEALED IN WHOLE OR IN PART ONLY WITH THE AFFIRMATIVE APPROVAL OF THE MEMBER, FINRA. |
| FORM 990, PART VI, LINE 11B | THE FORM 990 WAS REVIEWED BY SENIOR MANAGEMENT AT VARIOUS STEPS THROUGHOUT THE PREPARATION CYCLE. THE FOUNDATION BOARD REVIEWED THE FINAL VERSION ON SEPTEMBER 29, 2015. |
| FORM 990, PART VI | EMPLOYMENT RULES AND POLICIES THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES. ALL SERVICES ARE PROVIDED BY EMPLOYEES OF FINRA OR ITS SUBSIDIARIES. THE FOUNDATION DOES NOT PAY FOR THEIR SERVICES. AS SUCH, THOSE INDIVIDUALS ARE SUJECT TO THE EMPLOYMENT RULES AND POLICIES OF FINRA. FORM 990, PART VI, LINE 12C THE FINRA INVESTOR EDUCATION FOUNDATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT GOVERNS THE PROFESSIONAL AND ETHICAL CONDUCT OF BOARD MEMBERS, OFFICERS AND STAFF. AMONG OTHER THINGS, MEMBERS, OFFICERS, AND STAFF ARE PROHIBITED FROM DERIVING ANY PERSONAL PROFIT OR GAIN, DIRECTLY OR INDIRECTLY, BY REASON OF THEIR SERVICE TO THE FOUNDATION. MOREOVER, THE POLICY EXPRESSLY PROHIBITS SELF-DEALING. THE WRITTEN CONFLICT OF INTEREST POLICY REQUIRES BOARD MEMBERS AND OFFICERS TO MAKE INITIAL DISCLOSURE OF INTERESTS THAT COULD GIVE RISE TO CONFLICTS AS WELL AS ANNUAL DISCLOSURE BY THE SAME BOARD MEMBERS AND OFFICERS. ADDITIONALLY, THE WRITTEN POLICY CONTAINS AN ONGOING OBLIGATION OF BOARD MEMBERS, OFFICERS AND STAFF TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AS THEY ARISE. THE ORGANIZATION'S OFFICERS AND STAFF ARE EMPLOYEES OF FINRA OR ITS SUBSIDIARIES, AND, AS SUCH, ARE ALSO REQUIRED TO CERTIFY ANNUALLY AS TO THEIR COMPLIANCE WITH FINRA'S WRITTEN CONFLICT OF INTEREST POLICY. FOR FURTHER INFORMATION REGARDING FINRA'S WRITTEN CONFLICT OF INTEREST POLICY, PLEASE REFER TO THE 2014 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX - FORM 990 FOR THE FOUNDATION'S PARENT ORGANIZATION, THE FINANCIAL INDUSTRY REGULATORY AUTHORITY, INC. |
| FORM 990, PART VI, LINES 15A AND 15B | THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES. ALL SERVICES ARE PROVIDED BY EMPLOYEES OF FINRA OR ITS SUBSIDIARIES. THE FOUNDATION DOES NOT COMPENSATE THESE EMPLOYEES OF FINRA FOR THEIR SERVICE. THE PRESIDENT OF THE FOUNDATION SERVES AS THE LEAD OFFICER DIRECTING THE ACTIVITIES OF THE ORGANIZATION. THE FOUNDATION PRESIDENT ALSO SERVES AS AN OFFICER OF FINRA, THE FOUNDATION'S PARENT. IN DETERMINING SPECIFIC SALARY AND INCENTIVE COMPENSATION LEVELS FOR OFFICERS AND KEY EMPLOYEES OF FINRA, FINRA MANAGEMENT AND THE MANAGEMENT COMPENSATION COMMITTEE (THE "COMMITTEE") OF THE FINRA BOARD OF GOVERNORS CONSIDER: 1) OPERATONAL RESULTS 2) STRATEGIC INITIATIVES 3) FINANCIAL HEALTH/RESULTS 4) INDIVIDUAL PERFORMANCE 5) COMPETITIVE COMPENSATION LEVELS AS PREPARED BY MERCER, INC., A THIRD-PARTY COMPENSATION CONSULTANT. THE COMMITTEE'S MINUTES OF THE JANUARY 30, 2014 AND FEBRUARY 12, 2014 MEETINGS WERE REVIEWED AND APPROVED AS ACCURATE AND COMPLETE FOLLOWING THE COMMITTEE'S APPROVAL OF THE SENIOR EXECUTIVE COMPENSATION PACKAGES. THE FULL BOARD FURTHER APPROVED THE 2013 INCENTIVE COMPENSATION OF THE CEO AT ITS MEETING ON FEBRUARY 12, 2014. ALL COMPENSATION COMMITTEE MEMBERS VOTED FOR THE PROPOSED LEVEL OF EXECUTIVE COMPENSATION. FOR FURTHER INFORMATION REGARDING THE COMPENSATION OF OFFICERS, PLEASE REFER TO THE 2014 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX - FORM 990 FOR THE FOUNDATION'S PARENT ORGANIZATION, THE FINANCIAL INDUSTRY REGULATORY AUTHORITY, INC. |
| FORM 990, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART VII, SECTION B | GMMB, INC. - PROVIDES STRATEGIC COUNSEL, PUBLIC RELATIONS CONSULTING, EARNED MEDIA ASSISTANCE, AND CRITICAL STAFFING SUPPORT FOR PROJECT OUTREACH, IN ADDITION TO PLACING AND MANAGING PAID ADVERTISING CAMPAIGNS. HOUGHTON MIFFLIN/CHANNEL ONE LLC - PROVIDES BROADCAST, PRINT, MARKETING AND WEB SERVICES AND MATERIALS IN SUPPORT OF THE TEEN FINANCIAL LITERACY INITIATIVE (KNOWN AS "GENERATION MONEY") ACTIVE IN MIDDLE AND HIGH SCHOOLS NATIONWIDE. FAIR ISAAC CORPORATION - OPERATES THE MYFICO CREDIT REPORT AND ANALYSIS TOOL AVAILABLE THROUGH THE MILITARY FINANCIAL READINESS PROJECT. ASSOCIATION FOR FINANCIAL COUNSELING & PLANNING EDUCATION - COLLABORATES IN DESIGN, DEVELOPMENT AND IMPLEMENTATION OF A FINANCIAL COUNSELOR TRAINING PROJECT FOR SPOUSES OF MILITARY PERSONNEL AS WELL AS DESIGNING AND DELIVERING CONTINUING EDUCATION PROGRAMS FOR INSTALLATION PERSONAL FINANCIAL MANAGERS. BBB INSTITUTE FOR MARKETPLACE TRUST - PROVIDES NATIONAL AND COMMUNITY-LEVEL OUTREACH SUPPORT FOR THE INVESTOR PROTECTION CAMPAIGN AND MILITARY FINANCIAL READINESS PROJECT. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES PRIMARILY RELATE TO CONTRIBUTED SERVICES, INVESTMENT EXPENSES AND THE REVERSAL OF GRANT EXPENSES RELATING TO PRIOR PERIODS. |
| SCHEDULE I, PART I | GRANTS AND OTHER ASSISTANCE - PURPOSE OF GRANT OR ASSISTANCE ALOHA UNITED WAY, HONOLULU, HI (99-0073494) FINANCIAL EDUCATION IN YOUR COMMUNITY ALOHA UNITED WAY WILL PARTNER WITH THE HAWAII COUNCIL ON ECONOMIC EDUCATION AND HAWAIIAN COMMUNITY ASSETS TO PROVIDE THE TRAINING, RESOURCES AND SUPPORT NECESSARY TO INTEGRATE FINANCIAL EDUCATION WITH THE PROGRAMS OF NINE SOCIAL SERVICE AGENCIES SERVING OLDER, AT-RISK YOUTH. DURING THE TWO-YEAR PROJECT, THE PARTICIPATING AGENCIES WILL PROVIDE FINANCIAL EDUCATION FOR YOUNG ADULTS BETWEEN THE AGES OF 16 AND 22, INCLUDING THOSE THAT MAY BE ADJUDICATED, AGING OUT OF FOSTER CARE, HIGH SCHOOL DROPOUTS, ENGLISH LANGUAGE LEARNERS AND TEEN PARENTS. MOST OF THESE YOUNG PEOPLE ARE IN OR WILL SOON BE ENTERING THE WORKFORCE, AND MOST WILL NOT BE ENROLLED IN POST-SECONDARY TRAINING OR EDUCATION. EDUCATION AND RESEARCH FOUNDATION OF THE BETTER BUSINESS BUREAU OF METROPOLITAN NEW YORK, NEW YORK, NY (13-6263835) GET MORE MONEY NOW BBB OF METRO NEW YORK WILL UPDATE ITS POPULAR GET MORE MONEY NOW BROCHURE AND WEBSITE FOR USE BY CONSUMERS AND GRASSROOTS ORGANIZATIONS SERVING THE FINANCIAL LITERACY NEEDS OF THEIR COMMUNITIES. THE BROCHURE AND WEBSITE PROVIDE CONCISE, PLAIN-LANGUAGE INFORMATION ABOUT CREDIT AND DEBT BASICS, INVESTING, TAX-ADVANTAGED SAVINGS PROGRAMS, PRIVACY AND AVOIDING INVESTMENT SCAMS. WASHINGTON-CENTERVILLE PUBLIC LIBRARY, CENTERVILLE, OH (31-0585917) SMART INVESTING@YOUR LIBRARY THROUGH PARTNERSHIPS WITH THE LOCAL SCHOOL DISTRICT AND A NEARBY CHILDREN'S MUSEUM, THE WASHINGTON-CENTERVILLE PUBLIC LIBRARY WILL PROVIDE HANDS-ON FAMILY FINANCIAL LITERACY ACTIVITIES FOR COUNTY RESIDENTS, WHILE BUILDING THE CAPACITY OF PARENTS AND EDUCATORS TO BOOST THE FINANCIAL LITERACY OF CHILDREN AND TEENS. THE PROJECT LEARNING OUTCOMES WILL ALIGN WITH THE FINANCIAL LITERACY STRAND OF THE OHIO REVISED STANDARDS IN SOCIAL STUDIES. LIBRARY STAFF WILL WORK WITH SCHOOL FACULTY AND EXHIBIT SPECIALISTS FROM THE BOONSHOFT MUSEUM OF DISCOVERY TO CREATE A TRAVELING FINANCIAL LITERACY EXHIBIT. THE EXHIBIT WILL HELP CHILDREN AND TEENS LEARN HOW TO LEAD FINANCIALLY RESPONSIBLE LIVES. CIRCULATING MONEY-THEMED KITS WILL EXTEND LEARNING INTO THE HOME AND SERVE AS A SPRINGBOARD FOR PARENT-CHILD CONVERSATIONS ABOUT FINANCIAL RESPONSIBILITY. A SERIES OF WORKSHOPS AND CONTESTS FOR CHILDREN AND TEENS WILL COMPLEMENT THE EXHIBIT AND CHALLENGE PARTICIPANTS TO PRACTICE THEIR NEW SKILLS. FOLLOWING A PERIOD OF USE AT THE WASHINGTON-CENTERVILLE PUBLIC LIBRARY AND THE MUSEUM, THE EXHIBIT WILL TRAVEL TO SCHOOLS AND OTHER LIBRARIES THROUGHOUT THE REGION. BOONE COUNTY PUBLIC LIBRARY, BURLINGTON, KY (61-0673886) SMART INVESTING@YOUR LIBRARY UNDER THE RUBRIC "EARN-SAVE-SPEND," BOONE COUNTY PUBLIC LIBRARY AND A LEADING SOCIAL SERVICES AGENCY IN THE COUNTY (THE BRIGHTON CENTER) WILL PROVIDE IN-DEPTH LEARNING EXPERIENCES FOR FAMILIES, EDUCATORS AND OLDER ADULTS (AGES 65+). THE PROJECT WILL CHALLENGE FAMILIES TO EVALUATE THEIR FINANCIAL HEALTH AND TAKE STEPS TO MAKE TANGIBLE IMPROVEMENTS. BROOKLYN PUBLIC LIBRARY, BROOKLYN, NY (11-1904261) SMART INVESTING@YOUR LIBRARY BROOKLYN PUBLIC LIBRARY WILL ENGAGE ADULT AND TEEN PATRONS THROUGH A SERIES OF LEARNING ACTIVITIES AND SERVICES TAILORED TO THE BOROUGH'S DIVERSITY OF AUDIENCES. THE PROJECT HAS SEVERAL COMPONENTS, INCLUDING: INTEGRATION OF FINANCIAL CONCEPTS INTO EXISTING ADULT BASIC EDUCATION PROGRAMS (SUCH AS GED PREPARATION PROGRAMS AND ENGLISH FOR SPEAKERS OF OTHER LANGUAGES); VIRTUAL INVESTMENT CLUBS FOR ADULTS AND TEENS; TEEN FINANCIAL LITERACY WORKSHOPS; AND A FINANCIAL EMPOWERMENT FAIR WITH IN-PERSON AND VIRTUAL COMPONENTS DELIVERED IN CONJUNCTION WITH THE NEW YORK CITY OFFICE OF FINANCIAL EMPOWERMENT AND THE BEDFORD-STUYVESANT RESTORATION CORPORATION. CURTIS MEMORIAL LIBRARY, BRUNSWICK, ME (01-6000787) SMART INVESTING@YOUR LIBRARY CURTIS MEMORIAL LIBRARY WILL UNDERTAKE A COMMUNITY-WIDE FINANCIAL LITERACY CAMPAIGN TO ASSIST LOW- TO MODERATE-INCOME INDIVIDUALS AND FAMILIES WHO ARE "JUST GETTING BY" AND WHO WANT TO LEARN SIMPLE STRATEGIES TO IMPROVE THEIR FINANCIAL HEALTH. THE LIBRARY WILL HELP RESIDENTS IN NEED THROUGH A DIVERSE SERIES OF FINANCIAL LITERACY EXPERIENCES USING MULTIPLE VENUES AND FORMATS, INCLUDING: A FAMILY FINANCIAL FAIR AND HOW-TO FESTIVAL TO SHOWCASE FINANCIAL EDUCATION OPPORTUNITIES AVAILABLE TO RESIDENTS AND INTRODUCE THE RESOURCES AVAILABLE AT THE LIBRARY; SHORT, EASY-TO-UNDERSTAND WEEKLY WORKSHOPS ON PRACTICAL WAYS TO SAVE MONEY, SUPPLEMENT INCOME AND PROTECT WEALTH; "CURTIS MONEY MEET-UPS" TO SUPPLEMENT THE WORKSHOPS WITH FACILITATED BOOK GROUP DISCUSSIONS ABOUT SPENDING MINDFULLY, UNDERSTANDING FINANCIAL PSYCHOLOGY, MANAGING AND ELIMINATING DEBT AND BUILDING ASSETS; AND INTERACTIVE FINANCIAL LITERACY EXHIBITS AT THE LIBRARY TO PROMOTE INTERGENERATIONAL LEARNING AND EXPLORE THE MATHEMATICS OF MONEY. CAPITAL AREA UNITED WAY, BATON ROUGE, LA (72-0447100) FINANCIAL EDUCATION IN YOUR COMMUNITY CAPITAL AREA UNITED WAY WILL PARTNER WITH LOCAL CHILDCARE FACILITIES TO PROVIDE FINANCIAL EDUCATION WORKSHOPS FOR THE LOW-INCOME PARENTS OF PRE-SCHOOL AGE CHILDREN. CHILDCARE FACILITY DIRECTORS AND STAFF WILL ALSO TAKE PART IN A SERIES OF WORKSHOPS THAT ENCOMPASS PERSONAL FINANCIAL EDUCATION, TRAIN-THE-TRAINER SKILLS AND INFORMATION AND TIPS ON HOW TO MAKE REFERRALS TO PARENTS WHO MIGHT BENEFIT FROM ADDITIONAL ECONOMIC SUPPORTS AND SERVICES. FAYETTEVILLE PUBLIC LIBRARY, FAYETTEVILLE, AR (71-0827418) SMART INVESTING@YOUR LIBRARY FAYETTEVILLE PUBLIC LIBRARY WILL COLLABORATE WITH CREDIT COUNSELING OF ARKANSAS AND THE UNIVERSITY OF ARKANSAS (INCLUDING ITS EXTENSION SERVICE AND ITS CENTER FOR ECONOMIC EDUCATION) TO DEMONSTRATE FINANCIAL PLANNING STRATEGIES FOR HOUSEHOLDS THAT ARE LIVING PAYCHECK TO PAYCHECK, ALLOWING THEM TO SAVE FOR FUTURE EXPENSES AND FOR RETIREMENT. THE PARTNERS WILL GIVE PARTICULAR ATTENTION TO MULTIGENERATIONAL HOUSEHOLDS IN NEIGHBORHOODS EXPERIENCING THE GREATEST ECONOMIC HARDSHIP, WITH THE GOAL OF HELPING TO BREAK THE GENERATION TO GENERATION CYCLE OF FINANCIAL STRUGGLE. FIRST NATIONS DEVELOPMENT INSTITUTE, LONGMONT, CO (54-1254491) PARTNERING WITH THE OFFICE OF THE SPECIAL TRUSTEE: NEW DISTRIBUTION CHANNELS FOR INVESTOR EDUCATION FIRST NATIONS DEVELOPMENT INSTITUTE IS PARTNERING WITH THE U.S. DEPARTMENT OF THE INTERIOR'S OFFICE OF THE SPECIAL TRUSTEE FOR AMERICAN INDIANS TO CREATE NEW MARKETING AND DISTRIBUTION CHANNELS TO MEET THE FINANCIAL AND INVESTOR EDUCATION NEEDS OF NATIVE AMERICANS. THIS PROJECT BUILDS UPON TWO PREVIOUS FOUNDATION GRANTS TO FIRST NATIONS THAT RESULTED IN THE DEVELOPMENT OF PRINT AND ONLINE VERSIONS OF A CURRICULUM, BUILDING NATIVE COMMUNITIES: INVESTING FOR THE FUTURE, AND TWO COMPLEMENTARY RESOURCES, AN INSTRUCTOR GUIDE AND A RESOURCE GUIDE, DESIGNED FOR TRAINERS WHO PROVIDE INVESTOR EDUCATION TO NATIVE AMERICANS. ALBUQUERQUE BERNALILLO COUNTY LIBRARY, ALBUQUERQUE, NM (23-7024173) SMART INVESTING@YOUR LIBRARY ALBUQUERQUE BERNALILLO COUNTY LIBRARY WILL COLLABORATE WITH A NEARBY CHARTER SCHOOL AND A STATEWIDE, NONPROFIT SMALL BUSINESS DEVELOPMENT AND TRAINING ORGANIZATION TO DELIVER FINANCIAL EDUCATION FOR TEENS AGES 14 TO 17. LEARNING ACTIVITIES WILL TAKE PLACE AT EIGHT LIBRARY LOCATIONS THROUGHOUT THE COUNTY AND AT THE CHARTER HIGH SCHOOL IN ALBUQUERQUE. PROGRAM MODULES WILL ADDRESS: MANAGING YOUR MONEY; PLANNING YOUR FUTURE; MAKING YOUR MONEY GROW; AND PROTECTING WHAT YOU HAVE. CHESTERFIELD COUNTY PUBLIC LIBRARY, CHESTERFIELD, VA (52-1245254) SMART INVESTING@YOUR LIBRARY CHESTERFIELD COUNTY PUBLIC LIBRARY WILL FOCUS ON THE INTERGENERATIONAL TRANSFER OF FINANCIAL LEARNING, WHILE IMPROVING PARTICIPANTS' FACILITY WITH THE MATHEMATICS OF MONEY. THE PROJECT WILL GIVE SPECIAL ATTENTION TO GRANDCHILDREN AND THE GRANDPARENTS WHO HAVE AN INFLUENTIAL OR PRIMARY ROLE IN RAISING THEM. THE LIBRARY-IN PARTNERSHIP WITH THE COUNTY OFFICE OF THE SENIOR ADVOCATE, THE FEDERAL RESERVE BANK OF RICHMOND AND THE CHESTERFIELD COUNTY PUBLIC SCHOOLS-WILL SEEK TO EQUIP THESE "GRANDFAMILIES" WITH FINANCIAL LITERACY SKILLS NECESSARY TO ADDRESS IMMEDIATE NEEDS AND LONGER-TERM WELLBEING. FOR THE BROADER COMMUNITY, THE LIBRARY AND ITS PARTNERS WILL DELIVER A SERIES OF MINI-WORKSHOPS ON: DEVELOPING A FINANCIAL PLAN AND SETTING GOALS; REDUCING DEBT; AVOIDING FRAUD AND IDENTITY THEFT; INVESTING FUNDAMENTALS; SAVING AND PAYING FOR COLLEGE; RETIREMENT PLANNING; AND MANAGING HEALTHCARE COSTS, AMONG OTHER TOPICS. FLORENCE COUNTY LIBRARY SYSTEM, FLORENCE, SC (57-0697650) SMART INVESTING@YOUR LIBRARY WORKING WITH NEARBY FRANCIS MARION UNIVERSITY, THE SOUTH CAROLINA DEPARTMENT OF CONSUMER AFFAIRS, A LOCAL UNITED WAY AGENCY AND THE SOUTH CAROLINA DEPARTMENT OF SOCIAL SERVICES, FLORENCE COUNTY LIBRARY SYSTEM WILL ENGAGE CHILDREN, TEENS AND LOWER-INCOME ADULTS IN A SERIES OF FINANCIAL LITERACY ACTIVITIES THAT APPEAL TO THE DIFFERENT LEARNING PREFERENCES OF THE TARGET AUDIENCES. FOR CHILDREN, THE LIBRARY WILL CONDUCT A "DEWEY DOLLARS" CAMPAIGN THAT INCENTIVIZES YOUNG READERS TO E |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| FINANCIAL IND REGULATORY AUTHORITY INC | ||||||||||
| 1735 K STREET NW | WASHINGTON | DC | 20006 | 530088710 | REGULATORY | DE | 501(C)(6) | N/A | NA | false |
| FINRA REGULATION INC | ||||||||||
| 1735 K STREET NW | WASHINGTON | DC | 20006 | 521959501 | REGULATORY | DE | 501(C)(6) | N/A | FINRA | false |
| FINRA DISPUTE RESOLUTION INC | ||||||||||
| 1735 K STREET NW | WASHINGTON | DC | 20006 | 522187577 | ARBITRATION | DE | 501(C)(6) | N/A | FINRA | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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