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Bay Area Financial Education Foundation

  • San Francisco, CA
  • Tax-exempt since April 2008
  • EIN: 33-1163601

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Educational Services and Schools - Other (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$103k (2023)

Expenses
$113k (2023)

Total Assets
$105k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$103,389
Expenses
$113,271
Net Income
-$9,882
Net Assets
$104,971
Notable Sources of Revenue Percent of Total Revenue
Contributions $103,357
100.0%
Program Services $0
Investment Income $32
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $82,046
72.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $104,971
Total Liabilities $0
Net Assets $104,971
Compensation
Key Employees and Officers Compensation Related Other
Tina Marchetti (Executive Director) $82,046 $0 $0
Cameron A Crisman Cfa (President) $0 $0 $0
Salina Yeung (Treasurer) $0 $0 $0
Sharon Hayman Cfa (Vp, Secretary) $0 $0 $0
Jane Lopus Ph D (Director) $0 $0 $0
Erik Satre Cpa (Director) $0 $0 $0
Jennifer Morimoto (Director) $0 $0 $0
Julies Scates Cfp (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 20, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$113,124
Expenses
$96,292
Net Income
$16,832
Net Assets
$114,462
Notable Sources of Revenue Percent of Total Revenue
Contributions $110,659
97.8%
Program Services $0
Investment Income $26
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $2,434
2.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $80,438
83.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $114,462
Total Liabilities $0
Net Assets $114,462
Compensation
Key Employees and Officers Compensation Related Other
Tina Marchetti (Executive Director) $80,438 $0 $0
Cameron A Crisman Cfa (President) $0 $0 $0
Conrad Herrmann Cfa (Vice President & Secretary) $0 $0 $0
Salina Yeung (Treasurer) $0 $0 $0
Cynthia Flannigan Cfp (Director) $0 $0 $0
Sharon Hayman Cfa (Director) $0 $0 $0
Jane Lopus Ph D (Director) $0 $0 $0
Julie Scates Cfp (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 4, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$176,112
Expenses
$80,780
Net Income
$95,332
Net Assets
$97,630
Notable Sources of Revenue Percent of Total Revenue
Contributions $176,088
100.0%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $24
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $67,245
83.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $97,710
Total Liabilities $80
Net Assets $97,630
Compensation
Key Employees and Officers Compensation Related Other
Tina Marchetti (Executive Director) $67,245 $0 $0
Cameron A Crisman Cfa (President) $0 $0 $0
Conrad Herrmann Cfa (Vice President & Secretary) $0 $0 $0
Salina Yeung (Treasurer) $0 $0 $0
Cynthia Flannigan Cfp (Director) $0 $0 $0
Sharon Hayman Cfa (Director) $0 $0 $0
Jane Lopus Ph D (Director) $0 $0 $0
Julie Scates Cfp (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 16, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$65,041
Expenses
$73,536
Net Income
-$8,495
Net Assets
$2,298
Notable Sources of Revenue Percent of Total Revenue
Contributions $65,005
99.9%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $36
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $57,825
78.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,313
Total Liabilities $15
Net Assets $2,298
Compensation
Key Employees and Officers Compensation Related Other
Tina Marchetti (Executive Director) $57,825 $0 $0
Cameron A Crisman Cfa (President) $0 $0 $0
Conrad Herrmann Cfa (Vice President & Secretary) $0 $0 $0
Salina Yeung (Treasurer) $0 $0 $0
Cynthia Flannigan Cfp (Director) $0 $0 $0
Sharon Hayman Cfa (Director) $0 $0 $0
Jane Lopus Ph D (Director) $0 $0 $0
Julie Scates Cfp (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$99,793
Expenses
$95,975
Net Income
$3,818
Net Assets
$10,793
Notable Sources of Revenue Percent of Total Revenue
Contributions $99,793
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $56,900
59.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,793
Total Liabilities $0
Net Assets $10,793
Compensation
Key Employees and Officers Compensation Related Other
Tina Marchetti (Executive Director) $56,900 $0 $0
Cameron A Crisman Cfa (President) $0 $0 $0
Conrad Herrmann Cfa (Vice President, Secretary) $0 $0 $0
Salina Yeung (Treasurer) $0 $0 $0
Sharon Hayman Cfa (Director) $0 $0 $0
Cynthia Flannigan Cfa (Director) $0 $0 $0
Jane Lopus Ed D (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 17, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$103,462
Expenses
$111,238
Net Income
-$7,776
Net Assets
$6,975
Notable Sources of Revenue Percent of Total Revenue
Contributions $103,462
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $50,369
45.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,975
Total Liabilities $0
Net Assets $6,975
Compensation
Key Employees and Officers Compensation Related Other
Tina Marchetti (Executive Director) $50,369 $0 $0
Theodore S Jablonski Jr (Chairman) $0 $0 $0
Cameron A Crisman Cfa (President) $0 $0 $0
Conrad Herrmann Cfa (Vice President, Secretary) $0 $0 $0
Salina Yeung (Treasurer) $0 $0 $0
Mark Fredenburg Cfa (Director) $0 $0 $0
Michael Gandy Cfa (Director) $0 $0 $0
John T Hyland Cfa (Director) $0 $0 $0
Sharon Hayman (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 16, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$122,923
Expenses
$117,553
Net Income
$5,370
Net Assets
$14,751
Notable Sources of Revenue Percent of Total Revenue
Contributions $122,919
100.0%
Program Services $0
Investment Income $4
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $41,885
35.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,751
Total Liabilities $0
Net Assets $14,751
Compensation
Key Employees and Officers Compensation Related Other
Tina Marchetti (Executive Director) $41,885 $0 $0
Theodore S Jablonski Jr (Chairman) $0 $0 $0
Cameron A Crisman Cfa (President) $0 $0 $0
Conrad Herrmann Cfa (Vice President, Secretary) $0 $0 $0
James Keene Cfp Cfa (Director) $0 $0 $0
Mark Fredenburg Cfa (Director) $0 $0 $0
Michael Gandy Cfa (Director) $0 $0 $0
John T Hyland Cfa (Director) $0 $0 $0
Sharon Hayman (Director) $0 $0 $0
Salina Yeung (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 16, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$70,981
Expenses
$119,153
Net Income
-$48,172
Net Assets
$9,381
Notable Sources of Revenue Percent of Total Revenue
Contributions $70,981
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $62,959
52.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,381
Total Liabilities $0
Net Assets $9,381
Compensation
Key Employees and Officers Compensation Related Other
Tina Marchetti (Executive Director) $62,959 $0 $0
Theodore S Jablonski Jr (Chairman) $0 $0 $0
Cameron A Crisman Cfa (President) $0 $0 $0
Conrad Herrmann Cfa (Treasurer) $0 $0 $0
James Keene Cfp Cfa (Vice President, Secretary) $0 $0 $0
Mark Fredenburg Cfa (Director) $0 $0 $0
Michael Gandy Cfa (Director) $0 $0 $0
John T Hyland Cfa (Director) $0 $0 $0
Robert Thompson (Director) $0 $0 $0
Salina Yeung (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on June 15, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$106,907
Expenses
$73,280
Net Income
$33,627
Net Assets
$57,553
Notable Sources of Revenue Percent of Total Revenue
Contributions $89,276
83.5%
Program Services $0
Investment Income $0
Net Fundraising $17,631
16.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $57,553
Total Liabilities $0
Net Assets $57,553

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$49,001
Expenses
$56,072
Net Income
-$7,071
Net Assets
$23,307
Notable Sources of Revenue Percent of Total Revenue
Contributions $41,220
84.1%
Program Services $0
Investment Income $0
Net Fundraising $7,781
15.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $23,307
Total Liabilities $0
Net Assets $23,307

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$50,324
Expenses
$24,517
Net Income
$25,807
Net Assets
$30,378
Notable Sources of Revenue Percent of Total Revenue
Contributions $35,603
70.7%
Program Services $0
Investment Income $0
Net Fundraising $14,721
29.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $30,378
Total Liabilities $0
Net Assets $30,378

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$34,151
Expenses
$31,547
Net Income
$2,604
Net Assets
$4,571
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,909
81.7%
Program Services $0
Investment Income $0
Net Fundraising $6,242
18.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $4,571
Total Liabilities $0
Net Assets $4,571

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$19,777
Expenses
$26,884
Net Income
-$7,107
Net Assets
$1,968
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,024
91.1%
Program Services $0
Investment Income $0
Net Fundraising $1,753
8.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $2,615
Total Liabilities $647
Net Assets $1,968

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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