BAY AREA FINANCIAL EDUCATION FOUNDATION

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Cite this

Plain text BAY AREA FINANCIAL EDUCATION FOUNDATION. furp.org, nonprofit organization profile, tax years 2016–2025. https://furp.org/org/bay-area-financial-education-foundation-331163601. Retrieved 2026-11-04.

APA furp.org. (n.d.). BAY AREA FINANCIAL EDUCATION FOUNDATION [Nonprofit organization profile; tax years 2016–2025]. Retrieved November 4, 2026, from https://furp.org/org/bay-area-financial-education-foundation-331163601

MLA “BAY AREA FINANCIAL EDUCATION FOUNDATION.” furp.org, tax years 2016–2025, https://furp.org/org/bay-area-financial-education-foundation-331163601. Accessed 4 Nov. 2026.

Retrieved 2026-11-04; covers tax years 2016–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990 · revenue $69K · expenses $18K · assets $175K

EIN
33-1163601
Address
166 27TH AVE, SAN FRANCISCO, CA 94121-1034
Website
WWW.BAFEF.ORG
NTEE code
B90
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
April 2008 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
Public charity supported by the public (170(b)(1)(a)(vi))
Principal officer
Theodore Jablonski Jr (its 2008 Form 990-N)
Form 990-N e-postcards
1 filed, 2008 (organizations with gross receipts normally $50,000 or less file this instead of a full Form 990) IRS data ↗
Cross-check
ProPublica Nonprofit Explorer

Mission

OUR MISSION IS TO IMPROVE THE ECONOMIC EDUCATION AND FINANCIAL LITERACY OF BAY AREA YOUTH

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Tina Marchetti (former) EXECUTIVE DIRECTOR2016-2024 $31,350$531,017 1

Officers and directors, no compensation reported

20 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Jennifer Morimoto SECRETARY2023-2025 3 $0 reported 1
Erik Satre DIRECTOR2023-2025 2 $0 reported 1
David Lindenbaum DIRECTOR2024-2025 2 $0 reported 1
Cameron Crisman PRESIDENT2016-2025 10 $0 reported 1
Salina Yeung TREASURER2016-2025 3 $0 reported 1
Sharon Hayman VICE PRESIDENT2017-2025 3 $0 reported 1
Michelle Toney DIRECTOR2025 2 $0 reported 1
Jane Lopus Ph D (former) Director2023 2 $0 reported 1
Julies Scates CFP (former) Director2023 2 $0 reported 1
Conrad Herrmann CFA (former) Vice President & Secretary2016-2022 2 $0 reported 1
Cynthia Flannigan CFP (former) Director2019-2022 2 $0 reported 1
Jane Lopus PhD (former) Director2020-2022 2 $0 reported 1
Julie Scates CFP (former) Director2020-2022 2 $0 reported 1
Jane Lopus Ed D (former) Director2019 2 $0 reported 1
Theodore S Jablonski Jr (former) Chairman2016-2018 2 $0 reported 1
Mark Fredenburg CFA (former) Director2016-2018 2 $0 reported 1
Michael Gandy CFA (former) Director2016-2018 2 $0 reported 1
John T Hyland CFA (former) Director2016-2018 2 $0 reported 1
James Keene CFP CFA (former) Director2016-2017 2 $0 reported 1
Robert Thompson (former) Director2016 1 $0 reported 1

People by year

2025 · 7 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SALINA YEUNG TREASURER3 $0$0$0 $01
MICHELLE TONEY DIRECTOR2 $0$0$0 $01
JENNIFER MORIMOTO SECRETARY3 $0$0$0 $01
ERIK SATRE DIRECTOR2 $0$0$0 $01
CAMERON CRISMAN PRESIDENT10 $0$0$0 $01
SHARON HAYMAN VICE PRESIDENT3 $0$0$0 $01
DAVID LINDENBAUM DIRECTOR2 $0$0$0 $01
2024 · 7 people listed · 1 paid, $31K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TINA MARCHETTI EXECUTIVE DIRECTOR20 $31,350$0$0 $31,3501
JENNIFER MORIMOTO SECRETARY2 $0$0$0 $01
ERIK SATRE CPA DIRECTOR2 $0$0$0 $01
DAVID LINDENBAUM DIRECTOR2 $0$0$0 $01
CAMERON CRISMAN CFA PRESIDENT3 $0$0$0 $01
SALINA YEUNG TREASURER3 $0$0$0 $01
SHARON HAYMAN CFA VICE PRESIDENT3 $0$0$0 $01
2023 · 8 people listed · 1 paid, $82K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tina Marchetti Executive Director23 $82,046$0$0 $82,0461
Cameron A Crisman CFA President3 $0$0$0 $01
Salina Yeung Treasurer3 $0$0$0 $01
Sharon Hayman CFA VP, Secretary2 $0$0$0 $01
Jane Lopus Ph D Director2 $0$0$0 $01
Erik Satre CPA Director2 $0$0$0 $01
Jennifer Morimoto Director2 $0$0$0 $01
Julies Scates CFP Director2 $0$0$0 $01
2022 · 8 people listed · 1 paid, $80K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tina Marchetti Executive Director23 $80,438$0$0 $80,4381
Cameron A Crisman CFA President3 $0$0$0 $01
Conrad Herrmann CFA Vice President & Secretary2 $0$0$0 $01
Salina Yeung Treasurer3 $0$0$0 $01
Cynthia Flannigan CFP Director2 $0$0$0 $01
Sharon Hayman CFA Director2 $0$0$0 $01
Jane Lopus PhD Director2 $0$0$0 $01
Julie Scates CFP Director2 $0$0$0 $01
2021 · 8 people listed · 1 paid, $67K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tina Marchetti Executive Director23 $67,245$0$0 $67,2451
Cameron A Crisman CFA President3 $0$0$0 $01
Conrad Herrmann CFA Vice President & Secretary2 $0$0$0 $01
Salina Yeung Treasurer3 $0$0$0 $01
Cynthia Flannigan CFP Director2 $0$0$0 $01
Sharon Hayman CFA Director2 $0$0$0 $01
Jane Lopus PhD Director2 $0$0$0 $01
Julie Scates CFP Director2 $0$0$0 $01
2020 · 8 people listed · 1 paid, $58K · 0 employees · 40 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tina Marchetti Executive Director23 $57,825$0$0 $57,8251
Cameron A Crisman CFA President2 $0$0$0 $01
Conrad Herrmann CFA Vice President & Secretary2 $0$0$0 $01
Salina Yeung Treasurer1 $0$0$0 $01
Cynthia Flannigan CFP Director2 $0$0$0 $01
Sharon Hayman CFA Director2 $0$0$0 $01
Jane Lopus PhD Director2 $0$0$0 $01
Julie Scates CFP Director2 $0$0$0 $01
2019 · 7 people listed · 1 paid, $57K · 0 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tina Marchetti Executive Director23 $56,900$0$0 $56,9001
Cameron A Crisman CFA President2 $0$0$0 $01
Conrad Herrmann CFA Vice-President, Secretary2 $0$0$0 $01
Salina Yeung Treasurer1 $0$0$0 $01
Sharon Hayman CFA Director2 $0$0$0 $01
Cynthia Flannigan CFA Director2 $0$0$0 $01
Jane Lopus Ed D Director2 $0$0$0 $01
2018 · 9 people listed · 1 paid, $50K · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tina Marchetti Executive Director23 $50,369$0$0 $50,3691
Theodore S Jablonski Jr Chairman2 $0$0$0 $01
Cameron A Crisman CFA President2 $0$0$0 $01
Conrad Herrmann CFA Vice-President, Secretary2 $0$0$0 $01
Salina Yeung Treasurer1 $0$0$0 $01
Mark Fredenburg CFA Director2 $0$0$0 $01
Michael Gandy CFA Director2 $0$0$0 $01
John T Hyland CFA Director2 $0$0$0 $01
Sharon Hayman Director1 $0$0$0 $01
2017 · 10 people listed · 1 paid, $42K · 0 employees · 18 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tina Marchetti Executive Director23 $41,885$0$0 $41,8851
Theodore S Jablonski Jr Chairman2 $0$0$0 $01
Cameron A Crisman CFA President2 $0$0$0 $01
Conrad Herrmann CFA Vice-President, Secretary2 $0$0$0 $01
James Keene CFP CFA Director2 $0$0$0 $01
Mark Fredenburg CFA Director2 $0$0$0 $01
Michael Gandy CFA Director2 $0$0$0 $01
John T Hyland CFA Director2 $0$0$0 $01
Sharon Hayman Director1 $0$0$0 $01
Salina Yeung Treasurer1 $0$0$0 $01
2016 · 10 people listed · 1 paid, $63K · 0 employees · 18 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tina Marchetti Executive Director23 $62,959$0$0 $62,9591
Theodore S Jablonski Jr Chairman2 $0$0$0 $01
Cameron A Crisman CFA President2 $0$0$0 $01
Conrad Herrmann CFA Treasurer2 $0$0$0 $01
James Keene CFP CFA Vice-President, Secretary2 $0$0$0 $01
Mark Fredenburg CFA Director2 $0$0$0 $01
Michael Gandy CFA Director2 $0$0$0 $01
John T Hyland CFA Director2 $0$0$0 $01
Robert Thompson Director1 $0$0$0 $01
Salina Yeung Director1 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990 period ending 2025-12-31 · view filing · original 990 ↗
$69,047$17,861 $175,435$172,568 $68,351$0 $00-
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$86,047$68,202 $122,816$122,816 $85,761$0 $31,3500-
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$103,389$113,271 $104,971$104,971 $103,357$0 $82,04600
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$113,124$96,292 $114,462$114,462 $110,659$0 $80,43800
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$176,112$80,780 $97,710$97,630 $176,088$0 $67,24500
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$65,041$73,536 $2,313$2,298 $65,005$0 $57,825040
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$99,793$95,975 $10,793$10,793 $99,793$0 $56,900012
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$103,462$111,238 $6,975$6,975 $103,462$0 $50,36908
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$122,923$117,553 $14,751$14,751 $122,919$0 $41,885018
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$70,981$119,153 $9,381$9,381 $70,981$0 $62,959018

Funders of this organization

16 grantors reported grants to this organization, $326,198 in all, tax years 2012 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
DONOR ADVISED CHARITABLE GIVING DAF sponsor Exact 2016, 2018-2020, 2022-2024 7$80,050 2024$10,000
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BANK OF AMERICA CHARITABLE FOUNDATION INC Private foundation Fuzzy filed as “BAY AREA FINANCIAL EDUCATION FOUND”, “BAY AREA FINANCIAL EDUCATION FOUNDA”, “BAY AREA FINANCIAL EDUCATION FOUNDATION” 2012-2018 12$43,000 2018$6,500
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EXCELLENCE IN INVESTING FOR CHILDRENS CAUSES INC Public charity Exact 2015 1$40,692 2015$40,692
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OPUS COMMUNITY FOUNDATION Private foundation Fuzzy filed as “BAY AREA FINANCIAL EDUCATION FOUNDATION” 2016-2019 4$30,300 2019$5,000
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T ROWE PRICE FOUNDATION Private foundation Fuzzy filed as “BAY AREA FINANCIAL EDUCATION FOUNDATION” 2021-2022 2$27,500 2022$13,750
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AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor Exact 2022-2025 4$26,048 2025$5,200
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GORDON E AND BETTY I MOORE FOUNDATION Private foundation Fuzzy filed as “BAY AREA FINANCIAL EDUCATION FOUNDATION” 2023 1$25,000 2023$25,000
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FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2024 1$17,300 2024$17,300
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PHILANTHROPIC VENTURES FOUNDATION DAF sponsor Exact 2022 1$10,000 2022$10,000
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SAN FRANCISCO FOUNDATION DAF sponsor Exact 2021 1$10,000 2021$10,000
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MARIN COMMUNITY FOUNDATION DAF sponsor Exact 2018 1$7,000 2018$7,000
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A GARY ANDERSON FAMILY FOUNDATION A NEVADA NONPROFIT CORPORATION Private foundation Fuzzy filed as “BAY AREA FINANCIAL EDUCATION FOUNDATION” 2022 1$5,000 2022$5,000
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BAIRD FOUNDATION INC Private foundation Fuzzy filed as “BAY AREA FINANCIAL EDUCATION FOUNDATION” 2015 1$2,360 2015$2,360
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THE FREMONT GROUP FOUNDATION Private foundation Fuzzy filed as “BAY AREA FINANCIAL EDUCATION FOUNDATION” 2021 1$1,000 2021$1,000
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PETIT TETON FOUNDATION Private foundation Fuzzy filed as “Bay Area Financial Education Foundation”, “Bay Area Financial Education Foundation (BAFEF)” 2019-2020 2$900 2020$300
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AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “BAY AREA FINANCIAL EDUCATION FOUNDATION” 2020-2023 4$48 2023$16
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Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
ANDONE EDUCATION FOUNDATIONCAB90 $73,428$40,640 President$0 Same NTEE code B90, revenue within 2x, same state, similar name
FAIR EDUCATION FOUNDATION INCCAB90 $63,601$10,403 Treasurer$0 Same NTEE code B90, revenue within 2x, same state
EDUCATION FRANCAISE DE SACRAMENTO FRENCH EDUCATION IN SACRAMENTOCAB90 $70,633$41,831 Executive Director$18,199 Same NTEE code B90, revenue within 2x, same state
NATOMAS PACIFIC PATHWAYS PREP EDUCATION FOUNDATIONCAB90 $78,990$4,135 Executive Director$0 Same NTEE code B90, revenue within 2x, same state
VALLEY FUTURE FOUNDATION INCCAB90 $78,700$76,048 CHAIRMAN$0 Same NTEE code B90, revenue within 2x, same state
NCOE FOUNDATIONCAB90 $77,754$21,526 MEMBER$0 Same NTEE code B90, revenue within 2x, same state
SALT ED INCCAB90 $61,763$20,488 President$0 Same NTEE code B90, revenue within 2x, same state, similar mission
NOBINDEN FOUNDATIONCAB90 $61,000$44,862 Exec. Director$0 Same NTEE code B90, revenue within 2x, same state
AUSTRALIANS IN FILM FOUNDATIONCAB90 $72,402$93,672 Executive Dir.$0 Same NTEE code B90, revenue within 2x, same state
INFUSE EDUCATION SERVICESCAB90 $74,742$66,285 Officer$0 Same NTEE code B90, revenue within 2x, same state
KIWANIS LITERACY CLUB FOUNDATIONCAB90 $68,227$67,404 PAST PRESIDENT$0 Same NTEE code B90, revenue within 2x, same state
EDUCATION FOR ETHIOPIACAB90 $67,321$84,098 EXECUTIVE DI$0 Same NTEE code B90, revenue within 2x, same state
SOUTHERN TULARE COUNTY SPORTMENS ASSOCIATIONCAB90 $70,969$71,370 President$0 Same NTEE code B90, revenue within 2x, same state
EK DEVELOPMENT FOUNDATIONCAB90 $75,026$1,777 CEO$0 Same NTEE code B90, revenue within 2x, same state
DANDELIONS MONTESSORI POSITIVE EDUCATIONCAB90 $76,841$80,639 President$21,000 Same NTEE code B90, revenue within 2x, same state
XIN VANG FOUNDATIONCAB90 $65,957$68,088 President$0 Same NTEE code B90, revenue within 2x, same state
THE POWER OF ONE WORLD LEADERSHIP FOUNDATIONCAB90 $65,866$19,849 President$0 Same NTEE code B90, revenue within 2x, same state
BOYS WHO WRITECAB90 $64,356$67,381 Secretary$0 Same NTEE code B90, revenue within 2x, same state
OUR VOICE COMMUNITIES FOR QUALITY EDUCATIONCAB90 $80,000$48,947 BOARD CHAIRMAN$0 Same NTEE code B90, revenue within 2x, same state
ROTARY CLUB OF VALLEJO FOUNDATIONCAB90 $70,063$70,494 President$0 Same NTEE code B90, revenue within 2x, same state
RESQ ANIMAL COALITIONCAB90 $79,734$59,505 CEO$0 Same NTEE code B90, revenue within 2x, same state
LAGUNA ROAD SCHOOL CHORUS FOUNDATIONCAB90 $62,282$40,765 President$0 Same NTEE code B90, revenue within 2x, same state
WASHINGTON HIGH SCHOOL ALUMNI FOUNDATION INCCAB90 $59,617$46,296 President$0 Same NTEE code B90, revenue within 2x, same state
TEMECULA CHESS CLUBCAB90 $65,262$63,854 President$0 Same NTEE code B90, revenue within 2x, same state
NATIONAL HIGH SCHOOL CAREER DAY NETWORKCAB90 $67,640$33,503 CEO & CHAIRMAN$0 Same NTEE code B90, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
SONOMA COUNTY COMMUNITY FOUNDATION DAF sponsor$418,00012 12010–2024 SANTA ROSA CHILDRENS CHORUS
AMERICAN ONLINE GIVING FOUNDATION INC funds this one DAF sponsor$411,95322 122019–2025 ANDONE EDUCATION FOUNDATION; INFUSE EDUCATION SERVICES; TAKE CARE OF HOME; SAN RAMON RAPTOR LACROSSE CLUB and 8 more
JOHN S AND JAMES L KNIGHT FOUNDATION INC Private foundation$287,0003 12015–2017 PEER 2 PEER UNIVERSITY INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$271,4449 42020–2024 AGR ALPHA THETA EDUCATIONAL FOUNDATION INC; TAKE CARE OF HOME; CODE THE SPECTRUM; LONGVIEW AREA CHAMBER EDUCATION FOUNDATION INC
GENEVIEVE MCMILLAN-REBA STEWART FOUNDATION Private foundation$260,0002 12021–2023 EDUCATION FOR ETHIOPIA
WILLIAM & FLORA HEWLETT FOUNDATION Private foundation$252,0004 22013–2024 PEER 2 PEER UNIVERSITY INC; SAVAGE LEARNING ENVIRONMENT
JAMES IRVINE FOUNDATION Private foundation$120,0006 12019–2024 MINDCATCHER
PAYPAL CHARITABLE GIVING FUND DAF sponsor$91,8748 52020–2024 MILFORD EDUCATION FOUNDATION INC; PALMYRA AREA EDUCATION FOUNDATION; CHANGEMAKER PROJECT; CODE X INC and 1 more
PASADENA COMMUNITY FOUNDATION DAF sponsor$80,5059 12017–2025 PASADENA ALTADENA COMMUNITY ENDOWMENT FUND
AMADOR COMMUNITY FOUNDATION INC DAF sponsor$75,6887 12018–2024 FRIENDS OF AMADOR AND THE CHRISTINE AND HELEN LANDGRAF MEMORIAL FUND
HOLLYWOOD FOREIGN PRESS ASSOCIATION CHARITABLE TRUST Private foundation$75,0005 12016–2023 AUSTRALIANS IN FILM FOUNDATION
THE BLACKBAUD GIVING FUND DAF sponsor$65,7502 22022–2025 TAKE CARE OF HOME; OHIO CHEMICAL EDUCATION FOUNDATION
GREATER CINCINNATI FOUNDATION DAF sponsor$60,0005 12013–2017 ORDER OF CARDINAL MERCIER EDUCATIONAL ENDOWMENT FOUNDATION
GREATER HOUSTON COMMUNITY FOUNDATION DAF sponsor$55,7504 22014–2019 LONGVIEW AREA CHAMBER EDUCATION FOUNDATION INC; GOLIAD ISD EDUCATION FOUNDATION INC
ANALOG DEVICES FOUNDATION Private foundation$44,1234 12021–2024 CALIFORNIA INVENTION CONVENTION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990 · $17,861 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CONTRACT LABOR $11,676$11,676-- 65.4%
Insurance $1,307-$1,307- 7.3%
Other (as described)OTHER EXPENSES $1,218$1,114$104- 6.8%
Information technology $1,003$1,003-- 5.6%
Fees: accounting $1,000$1,000-- 5.6%
Advertising and promotion $999-$999- 5.6%
Other (as described)STUDENT WORKSHOP $588$588-- 3.3%
Other (as described)LICENSES & FEES $70-$70- 0.4%
Total$17,861100%

View the filing

2024 · Form 990 · $68,202 spent · pay $31,350 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $31,350$18,810$12,540- 46.0%
Other (as described)STUDENT WORKSHOP EXP $25,296$25,296-- 37.1%
Other (as described)PROGRAM EXPENSES $4,632$4,632-- 6.8%
Information technology $2,691$2,691-- 3.9%
Fees: accounting $1,400-$1,400- 2.1%
Insurance $1,157-$1,157- 1.7%
Office expenses $1,137$682$455- 1.7%
Other (as described)BANK AND FILING FEES $523-$523- 0.8%
Travel $16-$16- 0.0%
Total$68,202100%

View the filing

2023 · Form 990 · $113,271 spent · pay $82,046 · grants $0 · events $15,660
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $82,046$46,938$17,554$17,554 72.4%
Other (as described) EventEW Event $15,660$15,660-- 13.8%
Other (as described)Student Workshop Expens $5,063$5,063-- 4.5%
Office expenses $4,038$4,038-- 3.6%
Information technology $3,362$3,362-- 3.0%
Insurance $1,157-$1,157- 1.0%
Other (as described)Bank Service Charges $874$692$182- 0.8%
Fees: accounting $675-$675- 0.6%
Other (as described)Licenses and Fees $346-$346- 0.3%
Travel $50$50-- 0.0%
Total$113,271100%

View the filing

2022 · Form 990 · $96,292 spent · pay $80,438 · grants $0 · events $1,050
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $80,438$62,588$8,925$8,925 83.5%
Other (as described)Student Workshop Expens $5,916$5,916-- 6.1%
Office expenses $4,519$4,519-- 4.7%
Information technology $1,896$1,896-- 2.0%
Insurance $1,157-$1,157- 1.2%
Conferences, conventions and meetings $1,050$1,050-- 1.1%
Fees: accounting $600-$600- 0.6%
Other (as described)Bank Service Charges $452-$452- 0.5%
Other (as described)Licenses and Fees $264-$264- 0.3%
Fundraising events Eventdirect expenses; gross income $2,434$0reported apart
Total$96,292100%

View the filing

2021 · Form 990 · $80,780 spent · pay $67,245 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $67,245$53,797$6,724$6,724 83.2%
Other (as described)Student Workshop Expens $6,645$6,645-- 8.2%
Office expenses $3,316$3,316-- 4.1%
Information technology $1,243$1,243-- 1.5%
Advertising and promotion $1,200$1,200-- 1.5%
Fees: accounting $600-$600- 0.7%
Other (as described)Licenses and Fees $280-$280- 0.3%
Other (as described)Bank Service Charges $242-$242- 0.3%
Interest $9-$9- 0.0%
Total$80,780100%

View the filing

2020 · Form 990 · $73,536 spent · pay $57,825 · grants $0 · events $6,732
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $57,825$46,261$5,782$5,782 78.6%
Other (as described) EventIWD/NFTE Event $6,377$6,377-- 8.7%
Office expenses $4,124$4,124-- 5.6%
Information technology $3,220$3,220-- 4.4%
Other (as described)Licenses and Fees $575-$575- 0.8%
Fees: accounting $500-$500- 0.7%
Other (as described) EventWine Tasting Event $355$355-- 0.5%
Other (as described)Student Workshop Expens $247$247-- 0.3%
All other expenses $223-$223- 0.3%
Interest $90-$90- 0.1%
Total$73,536100%

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2019 · Form 990 · $95,975 spent · pay $56,900 · grants $0 · events $18,391
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $56,900$45,662$5,619$5,619 59.3%
Other (as described) EventIWD/NFTE Event $12,222$12,222-- 12.7%
Other (as described)BAFEF Teacher Workshop $10,506$10,506-- 10.9%
Office expenses $6,909$6,909-- 7.2%
Other (as described) EventWine Tasting Event $3,656$3,656-- 3.8%
Other (as described) EventSIFMA Reception/Awards $2,513$2,513-- 2.6%
All other expenses $1,410$1,410-- 1.5%
Information technology $1,359$1,359-- 1.4%
Fees: legal $500-$500- 0.5%
Total$95,975100%

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2018 · Form 990 · $111,238 spent · pay $50,369 · grants $5,500 · events $16,771
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $50,369$42,309$4,030$4,030 45.3%
Other (as described)BAFEF Teacher Workshop $14,122$14,122-- 12.7%
Other (as described) EventIWD/NFTE Event $13,509$13,509-- 12.1%
Other (as described)Contract Labor $9,614$9,614-- 8.6%
Office expenses $5,997$5,997-- 5.4%
All other expenses $5,936$5,936-- 5.3%
Grants to US organizations and governments $5,500$5,500-- 4.9%
Other (as described) EventWine Tasting Event $3,262$3,262-- 2.9%
Information technology $2,179$2,179-- 2.0%
Fees: legal $750$750-- 0.7%
Total$111,238100%

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2017 · Form 990 · $117,553 spent · pay $41,885 · grants $5,000 · events $32,884
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $41,885$35,183$3,351$3,351 35.6%
Other (as described)BAFEF Teacher Workshop $18,460$18,460-- 15.7%
Other (as described) EventNetworking event $16,987$16,987-- 14.5%
Other (as described) EventIWD/NFTE Event $12,360$12,360-- 10.5%
All other expenses $9,731$9,731-- 8.3%
Office expenses $6,705$6,705-- 5.7%
Other (as described) EventSIFMA Reception/Awards $3,537$3,537-- 3.0%
Grants to US organizations and governments $3,000$3,000-- 2.6%
Grants to US individuals $2,000$2,000-- 1.7%
Information technology $1,709$1,709-- 1.5%
Fees: legal $900$900-- 0.8%
Travel $279$279-- 0.2%
Total$117,553100%

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2016 · Form 990 · $119,153 spent · pay $62,959 · grants $9,500 · events $16,301
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $62,959$53,253$4,853$4,853 52.8%
Other (as described)BAFEF Teacher Workshop $18,149$18,149-- 15.2%
Other (as described) EventNetworking event $8,131$8,131-- 6.8%
Grants to US organizations and governments $7,500$7,500-- 6.3%
Office expenses $7,086$7,086-- 5.9%
Other (as described) EventIWD/NFTE Event $5,050$5,050-- 4.2%
All other expenses $3,579$3,579-- 3.0%
Other (as described) EventSIFMA Reception/Awards $3,120$3,120-- 2.6%
Grants to US individuals $2,000$2,000-- 1.7%
Information technology $1,257$1,257-- 1.1%
Travel $322$322-- 0.3%
Total$119,153100%

View the filing

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