BAY AREA FINANCIAL EDUCATION FOUNDATION: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
BAY AREA FINANCIAL EDUCATION FOUNDATION (EIN 33-1163601)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-06
IRS object ID
202600969349300640
Schema version
2025v4.1
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)
Return2026-04-06T11:22:51-06:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1A E POWELL INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11101 S Milliken Ave Ste E 933AddressLine1Txt
CityOntarioCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91761ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN331163601EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BAY AREA FINANCIAL EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% SALINA YEUNGInCareOfNm
Business Name ControlBAYABusinessNameControlTxt
Phone4156636933PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1166 27TH AVEAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94121ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSALINA YEUNGPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4156636933PhoneNum
Signature2026-02-13SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMBER POWELLPreparerPersonNm
PTINP00739530PTIN
Phone5628654201PhoneNum
Preparation2026-04-06PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSALINA YEUNGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1166 27TH AVEAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94121ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$69,047GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2007FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionOUR MISSION IS TO IMPROVE THE ECONOMIC EDUCATION AND FINANCIAL LITERACY OF BAY AREA YOUTHActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$696TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$85,761PYContributionsGrantsAmt
CY Contributions Grants$68,351CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$286PYInvestmentIncomeAmt
CY Investment Income$696CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$86,047PYTotalRevenueAmt
CY Total Revenue$69,047CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$31,350PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$36,852PYOtherExpensesAmt
CY Other Expenses$17,861CYOtherExpensesAmt
PY Total Expenses$68,202PYTotalExpensesAmt
CY Total Expenses$17,861CYTotalExpensesAmt
PY Revenues Less Expenses$17,845PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$51,186CYRevenuesLessExpensesAmt
Total Assets BOY$122,816TotalAssetsBOYAmt
Total Assets EOY$175,435TotalAssetsEOYAmt
Total Liabilities EOY$2,867TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$122,816NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$172,568NetAssetsOrFundBalancesEOYAmt
MissionOUR MISSION IS TO IMPROVE THE ECONOMIC EDUCATION AND FINANCIAL LITERACY OF BAY AREA YOUTHMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$15,381ExpenseAmt
DescBAFEF CONTINUES TO EXPAND ITS FINANCIAL LITERACY PROGRAM THROUGH STUDENT WORKSHOPS. TAUGHT BY CREDENTIALED VOLUNTEERS FROM THE FINANCIAL SERVICES INDUSTRY, THESE WORKSHOPS ARE OFFERED TO HIGH SCHOOL, COLLEGE STUDENTS AND ADULTS, PROVIDING THEM WITH THE BASICS OF PERSONAL FINANCE. OUR CLASSES ARE PROVIDED FOR FREE AND COVER TOPICS INCLUDING BUDGETING, UNDERSTANDING CREDIT, PAYING FOR COLLEGE,BASICS OF INVESTING, AND TAXES. WE FOCUS ON REACHING UNDERSERVED COMMUNITIES AND AT-RISK YOUTH.Desc
Total Program Service Expenses$15,381TotalProgramServiceExpensesAmt
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
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
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 With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
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
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
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 PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSALINA YEUNGPersonNm
Phone4156636933PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1166 27TH AVEAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94121ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
SALINA YEUNG
TREASURER3.000.00Yes (X)Yes (X)$0$0$0
MICHELLE TONEY
DIRECTOR2.000.00Yes (X)$0$0$0
JENNIFER MORIMOTO
SECRETARY3.000.00Yes (X)Yes (X)$0$0$0
ERIK SATRE
DIRECTOR2.000.00Yes (X)$0$0$0
CAMERON CRISMAN
PRESIDENT10.000.00Yes (X)Yes (X)$0$0$0
SHARON HAYMAN
VICE PRESIDENT3.000.00Yes (X)Yes (X)$0$0$0
DAVID LINDENBAUM
DIRECTOR2.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$68,351AllOtherContributionsAmt
Total Contributions$68,351TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$696TotalRevenueColumnAmt
Unrelated Business Revenue$696UnrelatedBusinessRevenueAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$69,047TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$696UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,000TotalAmt
Program Services$1,000ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$999TotalAmt
Management And General$999ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,003TotalAmt
Program Services$1,003ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,307TotalAmt
Management And General$1,307ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
CONTRACT LABOR$11,676$11,676
OTHER EXPENSES$1,218$1,114$104
STUDENT WORKSHOP$588$588
LICENSES & FEES$70$70

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$17,861TotalAmt
Program Services$15,381ProgramServicesAmt
Management And General$2,480ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$45,534BOYAmt
EOY$37,443EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$77,282BOYAmt
EOY$137,992EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$122,816BOYAmt
EOY$175,435EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$2,867EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$2,867EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$110,216BOYAmt
EOY$156,036EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,600BOYAmt
EOY$16,532EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$122,816BOYAmt
EOY$172,568EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$122,816BOYAmt
EOY$175,435EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$51,186ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$1,434OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$176,088CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$110,659CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$103,357CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$85,761CurrentTaxYearMinus1YearAmt
Current Tax Year$68,351CurrentTaxYearAmt
Total$544,216TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$176,088CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$110,659CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$103,357CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$85,761CurrentTaxYearMinus1YearAmt
Current Tax Year$68,351CurrentTaxYearAmt
Total$544,216TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,095SubstantialContributorsTotAmt
Public Support Total170$540,121PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$26CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$286CurrentTaxYearMinus1YearAmt
Current Tax Year$696CurrentTaxYearAmt
Total$1,040TotalAmt
FieldValueIRS element (for citing)
Total Support$545,256TotalSupportAmt
Public Support CY1700.99060PublicSupportCY170Pct
Public Support PY1700.99600PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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 (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990 governing body review Part VI line 11THE RETURN IS REVIEWED BY THE TREASURER. FOLLOWING APPROVAL, THE FORM 990 IS PROVIDED TO THE FULL BOARD.
Conflict of interest policy compliance Part VI line 12cEACH BOARD MEMBER IS REQUIRED TO DISCLOSE CONFLICTS OF INTEREST ANNUALLY
Governing documents etc available to public Part VI line 19THE FORM 990 AND FORM 1023 ARE AVAILABLE IN ACCORDANCE WITH IRS REQUIREMENTS, ANNUAL REPORTS AND BYLAWS ARE AVAILABLE UPON REQUEST.
Explanation of other changes in net assets or fund balances Part XI line 9OTHER MINOR CHANGES TO PRIOR YEAR FINANCIALS
Part XI response or note to any line in Part XIMINOR CHANGES TO RETAINED EARNINGS.

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