John C Bogle Center For Financial Literacy
- Assets
- $309.4k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Daytona Beach Shores, FL
- Founding
- 02/2012
- Data as of
- 12/2021
- EIN
- 27-4067736
Organization Overview
John C Bogle Center For Financial Literacy is located in Daytona Beach Shores, FL. 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 12/2021, John C Bogle Center For Financial Literacy generated $42.1k 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 (6.4%) each year. All expenses for the organization totaled $21.5k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (8.4%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Richard Ferri President | 8 | $0 | |
Ricardo Guerra Board Member | 4 | $0 | |
Allan Roth Treasurer | 12 | $0 | |
Christine Benz Board Member | 8 | $0 | |
William Bernstein Vice President | 2 | $0 | |
Benjamin Holland Secretary, Treasurer | 12 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $41,094 |
| Total Program Service Revenue | $0 |
| Membership dues | $0 |
| Investment income | $981 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $42,075 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $19,691 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $1,778 |
| Total expenses | $21,469 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $309,404 |
| Other assets | $0 |
| Total assets | $309,404 |
| Total liabilities | $0 |
| Net assets or fund balances | $309,404 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that John C Bogle Center For Financial Literacy has recieved totaling $877.
| Awarding Organization | Amount |
|---|---|
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $877 |
Peer Organizations
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|---|---|---|
Freedom Rain Inc Birmingham, AL | $1,488,299 | $8,388,398 |
Creditguard Of America Inc Fort Lauderdale, FL | $3,308,944 | $7,102,054 |
Incharge Education Foundation Inc Orlando, FL | $6,605,610 | $4,105,406 |
Credit Card Management Services Inc West Palm Beach, FL | $6,354,828 | $4,043,282 |
Debt Management Credit Counseling Corp Deerfield Beach, FL | $2,036,555 | $1,940,140 |
Real Estate Education And Communityhousing Inc Palm Beach Gardens, FL | $2,680,215 | $1,438,929 |
Consumer Debt Counselors Inc Winter Park, FL | $1,532,219 | $1,793,369 |
Compass Finances God S Way Inc Lake Mary, FL | $1,558,933 | $1,806,509 |
Incharge Institute Of America Inc Orlando, FL | $3,848,389 | $1,124,873 |
Alma Financial Assistance Corp Deerfield Beach, FL | $648,458 | $950,327 |
D&e A Financial Education And Training Institute Inc East Point, GA | $953,735 | $847,505 |
Consumer Credit Counseling Services Of West Florida Inc Pensacola, FL | $120,940 | $16,151 |