2025-10-10T12:01:31-05:00 2025-06-30 540737372 PBMARES LLP 558 SOUTH MAIN STREET HARRISONBURG VA 22801 990 2024-07-01 541168566 YOUR ECONOMIC SUCCESS YOUR 5405683244 MSC 5503 JAMES MADISON UNIVERSITY HARRISONBURG VA 22807 LYDIA HEATWOLE TREASURER 5405683244 2025-10-08 1 0 EDWARD T YODER CPA P00239134 5404345975 2025-10-08 X 2024 2025-03-06 01:10:19Z LYDIA HEATWOLE MSC 5503 JAMES MADISON UNIVERSITY HARRISONBURG VA 22807 208390 0 X YOURECONOMICSUCCESS.ORG X 1981 VA WE GROW HEALTHIER COMMUNITIES THROUGH ACCESSIBLE ECONOMIC EDUCATION MADE EASY. 16 16 0 16 0 0 158771 145211 0 0 63337 63179 0 0 222108 208390 98657 102333 0 0 0 0 0 0 0 60258 44634 158915 146967 63193 61423 1785194 1942713 23399 29671 1761795 1913042 X YOUR ECONOMIC SUCCESS (YES) IS A TRUSTED PARTNER WHICH PROVIDES INNOVATIVE AND RELEVANT ECONOMIC AND FINANCIAL LITERACY TRAINING FOR LOCAL TEACHERS THAT WILL ENABLE THEIR STUDENTS TO MASTER THESE CONCEPTS, PREPARING THEM TO SUCCEED IN SCHOOL AND IN LIFE. 0 0 102333 102333 OUR LARGEST PROGRAM EXPENSE INVOLVED PAYMENT TO JAMES MADISON UNIVERSITY WHICH, IN TURN, PAID THE SALARY TO SUPPORT A FULL-TIME TEACHER ADVOCATE AND CONSULTANT WHO DELIVERED ECONOMIC AND FINANCIAL LITERACY EDUCATIONAL PROGRAMS AND RESOURCES PRIMARILY FOR THE BENEFIT OF LOCAL TEACHERS. OUR PROGRAM REACH EXTENDS TO THE REGION, STATE, AND NATION THROUGH IN-PERSON AND VIRTUAL PRESENTATIONS.* YES SPONSORED TEACHER WORKSHOPS REACHED 479 TEACHERS AND AN ESTIMATED 28,600 STUDENTS..* 5 NATIONAL PRESENTATIONS REACHED 262 TEACHERS AND AN ESTIMATED 9,700 STUDENTS.IN ADDITION TO PROVIDING WORKSHOPS AND PRESENTATIONS THROUGHOUT THE YEAR, THIS INDIVIDUAL ASSISTED TEACHERS IN INCOPORATING ECONOMICS AND PERSONAL FINANCE INTO THEIR LESSONS AND ACTIVITIES VIA PHONE, EMAIL, ZOOM, OR IN THEIR CLASSROOMS, AS REQUESTED, AND OVERSAW ALL OTHER PROGRAMS OFFERED BY YES. 7750 THE STOCK MARKET GAME WAS THE SECOND LARGEST PROGRAM EXPENSE IN THIS FISCAL YEAR. THIS IS A NATIONAL COMPREHENSIVE ECONOMICS AND PERSONAL FINANCE EDUCATION PROGRAM FOR GRADES 4 TO 12. 42 ELEMENTARY, MIDDLE AND HIGH SCHOOL TEACHERS IN OUR REGION AND 1416 STUDENTS PARTCIPATED IN THE PROGRAM. FOUR LOCAL TEAMS, INCLUDING 1,165 STUDENTS, WON AT THE STATE LEVEL. YES HOSTED A RECEPTION TO CELEBRATE AND RECONIZE 13 OF THE TOP TEAMS IN OUR REGION. 1762 THE MINI-ECONOMY, CULMINATING IN THE GLOBAL ENTREPRENEURSHIP MARKETPLACE (GEM) FAIR, WAS OUR THIRD LARGEST PROGRAMMING EXPENSE. A MINI-ECONOMY IS A CLASSROOM SIMULATION WHICH ALLOWS STUDENTS TO LEARN REAL WORLD LESSONS ON HOW MARKETS WORK. STUDENTS LEARN ABOUT CURRENCY, JOBS, GOODS VS. SERVICES, COST OF GOODS SOLD, PRICING, MARKETING, AND HOW PRODUCERS AND CONSUMERS INTERACT IN THE MARKETPLACE.* 10 TEACHERS HOSTED MINI ECONOMIES IN THEIR CLASSROMS AND REACHED 192 STUDENTS. * 10 TEACHERS CHECKED OUT MINI ECONOMY BOXES WHICH HAD ALL MATERIALS FOR RUNNING A CLASSROOM MINI-ECONOMY, REACHING 300 STUDENTS. * 19 TEACHERS AND 338 STUDENTS ATTENDED THE GEM FAIR THIS YEAR. ANOTHER PARTNER, EXPLORE MORE DISCOVERY MUSEUM HOSTED A MINI-ECONOMY CALLED CAMP MILLIONAIRE IN WHICH 30 STUDENTS PARTCIPATED. 4616 ANOTHER SIGNIFICANT PROGRAM INVOLVED OUR PARTNERSHIP WITH THE HARRISONBURG ROTARY CLUB AND THE LOCAL CHAMBER OF COMMERCE TO PRESENT CASH PRIZES IN A CONTEST AMONG ALL LOCAL ELEMENTARY, MIDDLE SCHOOL, AND HIGH SCHOOL TEACHERS FOR THE BEST ECONOMIC AND FINANCIAL LITERACY EDUCATION LESSONS.* 16 TEACHERS RECEIVED LOCAL AWARDS FOR THEIR LESSON PLANS.* 3 OF THESE TEACHERS WENT ON TO WIN 1ST, 2ND, AND 3RD PLACE IN THE STATEWIDE COMPETITION. ANOTHER WINNER WAS RECOGNIZED AS A REGIONAL OUTSTANDING ECONOMIC EDUCATOR.YES ALSO PARTNERED WITH FBLA TO HOST AN ANNUAL EVENT FOR HIGH SCHOOL STUDENTS TO DEVELOP THEIR LEADERSHIP ABILITIES, COMMUNICATIONS SKILLS, TEAMWORK AND OTHER VALUABLE SOFT SKILLS THEY WILL NEED FOR SUCCESSFUL CAREERS IN BUSINESS.* THE YES/FBLA XCHANGE HIGH SCHOOL EVENT REACHED 30 TEACHERS AND 130 STUDENTS. *YES PROVIDED "ECON EXPLORER BOXES" WHICH INCLUDED ALL MATERIALS, HANDOUTS, AND RESOURCES FOR STUDENT ACTIVITIES FOR STAND-ALONE ECONOMICS UNITS. 10 TEACHERS CHECKED OUT ECON EXPLORER BOXES FOR FIRST AND SECOND GRADES AN REACHED AN ESTIMATED 300 STUDENTS. 4616 116461 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 X LYDIA HEATWOLE 5405683244 MSC 5503 JAMES MADISON UNIVERSITY HARRISONBURG VA 22807 X MATT VON SCHUCH CHAIR 0.00 X X 0 0 0 MICHAEL GOCHENOUR VICE CHAIR 0.00 X X 0 0 0 LYDIA HEATWOLE TREASURER 0.00 X X 0 0 0 ANNE WHITNEY FLINT SECRETARY 0.00 X X 0 0 0 CRAIG ANDERS MEMBER 0.00 X 0 0 0 STEPHANNE BYRD MEMBER 0.00 X 0 0 0 QUINTON CALLAHAN MEMBER 0.00 X 0 0 0 PAUL CLINE MEMBER 0.00 X 0 0 0 VADA KELLEY MEMBER 0.00 X 0 0 0 SEAN MCGOWAN MEMBER 0.00 X 0 0 0 CARI OREBAUGH MEMBER 0.00 X 0 0 0 CHRISTOPHER QUINN MEMBER 0.00 X 0 0 0 ABE SHEARER MEMBER 0.00 X 0 0 0 ANDY VANHOOK MEMBER 0.00 X 0 0 0 DANIELLE ROPP MEMBER 0.00 X 0 0 0 WINSTON WEAVER MEMBER 0.00 X 0 0 0 MICHAEL BUSING EX-OFFICIO MEMBER 0.00 X 0 0 0 JEFF SHANK EX-OFFICIO MEMBER 0.00 X 0 0 0 0 0 0 0 0 0 0 0 25000 120211 145211 44842 44842 18337 0 18337 18337 18337 208390 18337 0 44842 102333 102333 6085 6085 15508 15508 3168 3168 278 278 4672 4672 795 795 OTHER EXPENSES-PROGSERV 14128 14128 146967 116461 30506 0 130795 150260 1654399 1792453 1785194 1942713 23399 29671 23399 29671 X 1697710 1849255 64085 63787 1761795 1913042 1785194 1942713 61423 89824 0 X 1 X 0 0 0 X 53340 93492 167542 158771 144211 617356 53340 93492 167542 158771 144211 617356 617356 36582 61124 34104 45882 44842 222534 839890 0.73500 0.70200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INVESTMENTS IN THE COMMUNITY FOUNDATION 1727388 VANGUARD BROKERAGE ACCOUNT 65065 1792453 1 JAMES MADISON UNIVERSITY 800 SOUTH MAIN STREET HARRISONBURG VA 22807 0 102333 FUNDING FOR PROGRAM FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FINANCE COMMITTEE WILL REVIEW THE 990 AND FORWARD TO THE FULL BOARD ELECTRONICALLY WITH ANY COMMENTS THEY HAVE, ENABLING OTHER BOARD MEMBERS TO PROVIDE ANY ADDITIONAL INPUT THEY DEEM NECESSARY PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT'S FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA THE ORGANIZATION'S WEBSITE. IT'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.