Coalition For Financial Security
- Assets
- $14.3k
- Revenue
- $257.3k
- Investments
- $0.0
- Employees
- 0
- Location
- Washington, DC
- Founding
- Data as of
- 12/2021
- EIN
- 20-3928577
Organization Overview
Coalition For Financial Security is located in Washington, DC. Coalition For Financial Security is a 501(c)(4) and as such, is described as a "Civic League, Social Welfare Organization, and Local Association of Employees" by the IRS.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
COALITION FOR FINANCIAL SECURITY CONTINUED TO PURSUE ITS MISSION OF EDUCATING THE PUBLIC, DECISION MAKERS AND OTHERS ABOUT CAUSES OF FINANCIAL INSECURITY AND HOW OUR COUNTRY CAN HELP MORE AMERICANS SECURE THEIR FINANCIAL FUTURE. IN 2021, WE CONTINUED TO SHINE A SPOTLIGHT ON WHY SOME FAMILIES ARE FINANCIAL "HAVES"; WHILE THEIR NEIGHBORS OF THE SAME INCOME LEVEL ARE FINANCIAL "HAVE NOTS." REASONS, UNCOVERED BY CFS'S OWN RESEARCH AND OTHERS BY ORGANIZATION'S LIKE JUMPSTART AND LIMRA, INCLUDE A LACK OF FINANCIAL LITERACY AND A LACK OF CONTACT WITH FINANCIAL EXPERTS. CFS IS SEEKING TO HELP AMERICANS BY ADVOCATING FOR SOLUTIONS THAT WILL EMPOWER THEM WITH THE KNOWLEDGE AND RESOURCES THEY NEED, INCLUDING EDUCATION AND ACCESS TO EXPERTS. OUR WORK HELPS SUPPORT THE PASSAGE OF LEGISLATION REQUIRING FINANCIAL LITERACY LEGISLATION IN SCHOOLS AND HELPS TO ENSURE ALL COMMUNITIES HAVE ACCESS TO QUALIFIED FINANCIAL ADVICE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
EDUCATED COMMUNITY STAKEHOLDERS ABOUT THE UNINTENDED CONSEQUENCES OF PROPOSALS THAT MIGHT CUT OFF WORKING CLASS FAMILIES' ACCESS TO FINANCIAL ADVICE AND WORKED WITH THESE STAKEHOLDERS TO COMMUNICATE TO POLICYMAKERS THE NEED TO EXPAND, NOT LIMIT, ACCESS TO FINANCIAL INFORMATION.
DIGITAL ADVERTISING CAMPAIGN PROMOTING THE IMPORTANCE OF FINANCIAL LITERACY AND FINANCIAL EXPERTS TO MIDDLE-CLASS FAMILIES' FINANCIAL SECURITY.
RESEARCH AND EDUCATION ON THE IMPACT OF STATE REGULATION ON CERTAIN COMMUNITIES' ACCESS TO FINANCIAL TOOLS AND INFORMATION.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Dana Ju Director | Trustee | 1 | $0 |
Jeremy Van Ess Director | Trustee | 3 | $0 |
Carrie Schuyler Director | Trustee | 1 | $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 | $257,250 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $257,250 |
| Total Program Service Revenue | $0 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| 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 | $257,250 |
| 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 | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $94 |
| Information technology | $0 |
| 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 | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $244,757 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $14,313 |
| Savings and temporary cash investments | $0 |
| 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 | $14,313 |
| 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 | $14,313 |
| Net assets with donor restrictions | $0 |
| 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 | $14,313 |