OUR MISSION IS TO CREATE A SUSTAINABLE FINANCIAL FUTURE FOR CONSUMERS. WE PROVIDE FUNDING FOR THE CONDUCTING OF RESEARCH AND STUDIES THAT PROMOTE POSITIVE SPENDING BEHAVIORS AND CONSUMER ASSET BUILDING. WE ARE COMMITTED TO PROMOTING FINANCIAL LITERACY IN OUR COMMUNITY AND ACROSS THE UNITED STATES.
| Year | Grants | Total Giving | Avg Grant | New | Repeat |
|---|---|---|---|---|---|
| 2023 | 3 | $659K | $220K | 0 | 3 |
| 2022 | 6 | $803K | $134K | 4 | 2 |
| 2020 | 5 | $1.7M | $344K | 3 | 2 |
| 2019 | 2 | $450K | $225K | 2 | 0 |
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 990 - Public charity return Jul 1, 2024 to Jun 30, 2025 | $1,914,548 ↑ | $1,160,610 | $5,432,688 |
| 2023 990 - Public charity return Jul 1, 2023 to Jun 30, 2024 | $443,234 ↑ | $834,898 | $4,365,049 |
| 2022 990 - Public charity return Jul 1, 2022 to Jun 30, 2023 | $414,692 ↑ | $970,697 | $4,373,902 |
| 2020 990 - Public charity return Jul 1, 2020 to Jun 30, 2021 | $352,976 ↑ | $1,893,362 | $6,155,249 |
| 2019 990 - Public charity return Jul 1, 2019 to Jun 30, 2020 | $143,516 | $640,282 | $7,187,895 |
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