MONEY SAVVY GENERATION FOUNDATION: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MONEY SAVVY GENERATION FOUNDATION (EIN 20-0618098)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-01
- IRS object ID
- 201231229349200603
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-01T07:59:18-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D JERRY MOORE CPA LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 TRI-STATE PKWY SUITE 710-A | AddressLine1 |
| City | GURNEE | City |
| State | IL | State |
| ZIP Code | 60031 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200618098 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONEY SAVVY GENERATION FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MONE | NameControl |
| Phone | 8472349477 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 W RANDOLPH STREET | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60661 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARTLEY LOETHEN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8472349477 | Phone |
| Date Signed | 2012-05-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | D JERRY MOORE CPA | Name |
| Phone | 8472491104 | Phone |
| Date Prepared | 2012-05-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 105841 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 1016 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 104825 | ProgramServiceRevenue |
| Membership Dues | 0 | MembershipDues |
| Investment Income | 0 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Gain Or Loss From Sale Of Assets | 0 | GainOrLossFromSaleOfAssets |
| Gaming Gross Income | 0 | GamingGrossIncome |
| Fundraising Gross Income | 0 | FundraisingGrossIncome |
| Special Events Direct Expenses | 0 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 0 | SpecialEventsNetIncomeLoss |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Gro Profit Loss Sales Of Inventory | 0 | GroProfitLossSalesOfInventory |
| Total Revenue | 105841 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 765 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 163974 | OtherExpensesTotal |
| Total Expenses | 164739 | TotalExpenses |
| Excess Or Deficit For Year | -58898 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 66405 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7507 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96405 | BOY |
| EOY | 85007 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25000 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121405 | BOY |
| EOY | 85007 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55000 | BOY |
| EOY | 77500 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66405 | BOY |
| EOY | 7507 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | PROVIDE PERSONAL FINANCIAL EDUCATION. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | THE FOUNDATION PROVIDED FINANCIAL LITERACY CURRICULUM MATERIALS TO 12,100 STUDENTS IN 438 CLASSROOMS IN ILLINOIS AND WISCONSIN. | DescriptionProgramServiceAccom |
| Program Service Expenses | 164739 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 164739 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| BARTLEY LOETHEN | ||||||
| 730 W RANDOLPH STREET | CHICAGO | IL | 60661 | EXEC DIRECTOR | 2.00 | 0 |
| CAMILLE FOTOPOLOUS | ||||||
| 730 W RANDOLPH STREET | CHICAGO | IL | 60661 | DIRECTOR | 2.00 | 0 |
| CHRISTY PEDERSEN | ||||||
| 730 W RANDOLPH STREET | CHICAGO | IL | 60661 | DIRECTOR | 2.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MICHAEL BEACHAM | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 SHERWOOD DRIVE | AddressLine1 |
| City | LAKE BLUFF | City |
| State | IL | State |
| ZIP Code | 60044 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8472349477 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Tot Number Of Oth Empl Paid Over100k | 0 | TotNumberOfOthEmplPaidOver100k |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
| Public Support Total170 | 0 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Pertcentage170 | 0 | PublicSupportPertcentage170 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18370 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34400 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10200 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 100 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1016 | CurrentTaxYear |
| Total | 64086 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 129500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35500 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 287000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 254141 | CurrentTaxYearMinus1Year |
| Current Tax Year | 104825 | CurrentTaxYear |
| Total | 810966 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 147870 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 69900 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 297200 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 254241 | CurrentTaxYearMinus1Year |
| Current Tax Year | 105841 | CurrentTaxYear |
| Total | 875052 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 875052 | PublicSupportTotal509 |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 875052 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 1.00000 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 1.00000 | PriorYearSupportPercentage |
| Investment Income Percentage | 0 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00000 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt VI, Line 19 | ALL GOVERNING DOCUMENTS, ORGANIZATION POLICIES AND |
| FINANCIAL STATMENTS ARE AVAILABLE UPON REQUEST FROM | |
| THE FOUNDATION'S PRINCIPAL OFFICE. | |
| Pt VI, Line 7b | THE ORGANIZATION DOES NOT HAVE MEMBERS OR |
| STOCKHOLDERS. | |
| Pt VI, Line 11a | PRIOR TO FINALIZING THE 990, THE GOVERNING BOARD |
| REVIEWS A COPY OF THE FILING. | |
| Pt VI, Line 12c | THERE IS NO FORMAL MONITORING PROGRAM IN PLACE. |
| Form 990EZ, Part I, Line 16 | AMORTIZATION 0. CONTRACTED COSTS 163974. |
| Form 990EZ, Part II, Line 24 | REVENUE RECEIVABLE 25000. |
| Form 990EZ, Part II, Line 26 | DEFERRED INCOME 55000. 77500. |
| Form 990, Part IX, Line 24f | EDITING COSTS LEGAL FEES OTHER |
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