John C Bogle Center For Financial Literacy
- Assets
- $243.1k
- Revenue
- $32.8k
- Investments
- $0.0
- Employees
- 0
- Location
- Austin, TX
- Founding
- 02/2012
- Data as of
- 12/2022
- EIN
- 27-4067736
Organization Overview
John C Bogle Center For Financial Literacy is located in Austin, TX. The organization was established in 2012. According to its NTEE Classification (P51) the organization is classified as: Financial Counseling, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. John C Bogle Center For Financial Literacy is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, John C Bogle Center For Financial Literacy generated $32.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (9.2%) each year. All expenses for the organization totaled $99.1k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO EXPAND JOHN C. BOGLE'S LEGACY BY PROMOTING THE PRINCIPLES OF SUCCESSFUL INVESTING AND FINANCIAL WELL-BEING THROUGH EDUCATION AND COMMUNITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE JOHN C. BOGLE CENTER FOR FINANCIAL LITERACY HOSTED THE 2022 BOGLEHEADS CONFERENCE IN CHICAGO FROM OCTOBER 12 - 14,2022. THE CONFERENCE FEATURED SPEAKERS THAT PROMOTED LOW COST, EFFICIENT STRATEGIES FOR INVESTING, SAVINGS, AND RETIREMENT PLANNING.
THE JOHN C. BOGLE CENTER FOR FINANCIAL LITERACY SUPPORTS THE BOGLEHEADS ONLINE FORUM THROUGH FEE FOR SERVICE PAYMENTS TO TWO (2) NON-EMPLOYEES. THE FORUM IS INTENDED TO HELP INVESTORS BEGIN OR IMPROVE THEIR INVESTING JOURNEY BY PROMOTING LOW COST, EFFICIENT STRATEGIES FOR INVESTING, SAVINGS, AND RETIREMENT PLANNING.
THE JOHN C. BOGLE CENTER FOR FINANCIAL LITERACY DEVELOPED A NEW WEBSITE. THE WEBSITE IS INTENDED TO HELP INVESTORS BEGIN OR IMPROVE THEIR INVESTING JOURNEY BY PROMOTING LOW COST, EFFICIENT STRATEGIES FOR INVESTING, SAVINGS, AND RETIREMENT PLANNING.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Richard Ferri President | OfficerTrustee | 8 | $0 |
William Bernstein Vice President | OfficerTrustee | 2 | $0 |
Benjamin Holland Treasurer | OfficerTrustee | 6 | $0 |
Michael Piper Secretary | OfficerTrustee | 4 | $0 |
Christine Benz Board Member | Trustee | 4 | $0 |
Andrew Bogle Board Member | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $23,631 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $23,631 |
| Total Program Service Revenue | $0 |
| Investment income | $2,982 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $6,149 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $32,762 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $300 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $10,000 |
| Advertising and promotion | $0 |
| Office expenses | $677 |
| Information technology | $55,931 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $25,883 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $325 |
| All other expenses | $0 |
| Total functional expenses | $99,088 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $52,067 |
| Savings and temporary cash investments | $191,011 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $243,078 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $243,078 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $243,078 |