Financial And Estate Literacy Inc
- Assets
- $24.9k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Laguna Woods, CA
- Founding
- 07/2014
- Data as of
- 12/2022
- EIN
- 46-1117177
Organization Overview
Financial And Estate Literacy Inc is located in Laguna Woods, CA. The organization was established in 2014. 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. Financial And Estate Literacy Inc 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, Financial And Estate Literacy Inc generated $22.9k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (6.2%) each year. All expenses for the organization totaled $63.9k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3
PROVIDED EDUCATIONAL PROGRAMMING IN FINANCIAL PLANNING, ESTATE PLANNING, AND CHARITABLE GIVING FOR 550 ATTENDEES AT 10 LOCATIONS INCLUDING TWICE WEEKLY ONLINE WEBINARS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Bob Gregg Secretary | 0 | $0 | |
Jim Parrot CFO | 0 | $0 | |
Peter Kote Chairman | 15 | $0 | |
Mark E Powell Director | 0 | $0 | |
Laura Tarbox Director | 0 | $0 | |
Mark Rylance Director | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $7,119 |
| Total Program Service Revenue | $15,800 |
| Membership dues | $0 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $22,919 |
| 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 | $52,645 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $945 |
| Other expenses | $10,266 |
| Total expenses | $63,856 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $24,872 |
| Other assets | $0 |
| Total assets | $24,872 |
| Total liabilities | $630 |
| Net assets or fund balances | $24,242 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Financial And Estate Literacy Inc has recieved totaling $5.
| Awarding Organization | Amount |
|---|---|
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $5 |
Peer Organizations
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|---|---|---|
Springboard Non-Profit Consumer Credit Management Inc Riverside, CA | $8,795,796 | $5,993,379 |
Take Charge America Inc Phoenix, AZ | $22,881,953 | $7,255,476 |
Usa Homeownership Foundation Inc Corona, CA | $3,434,411 | $5,441,843 |
Debtwave Credit Counseling Inc Escondido, CA | $1,629,187 | $5,189,974 |
Access Counseling Inc Los Angeles, CA | $878,879 | $2,910,345 |
Earn To Learn Tucson, AZ | $1,535,362 | $2,450,878 |
Christian Credit Counselors Inc Carlsbad, CA | $6,458,952 | $2,790,959 |
Abacus Credit Counseling Encino, CA | $7,151,653 | $2,039,579 |
Cricket Debt Counseling Portland, OR | $3,870,920 | $1,652,866 |
National Budget Planners Of South Florida Inc Livermore, CA | $1,611,064 | $2,018,775 |
Helping Feet Reno, NV | $1,178,095 | $32,218 |
Global Equity Organization Orange, CA | $1,952,148 | $1,558,530 |