2025-11-13T10:22:07-08:00 2024-12-31 814783849 Patrick Rucker CPA Inc 221 Pawnee Street San Marcos CA 92078 990 2024-01-01 330700097 THE SOCIETY FOR FINANCIAL AWARENESS SOCI 8582687090 3655 RUFFIN ROAD 230 SAN DIEGO CA 92123 JAMES E CHILTON President & CEO 8582687095 2025-11-13 true true Patrick Rucker P01068193 7607490310 X 2024 2025-03-06 01:10:19Z JAMES E CHILTON 13967 DODDER COURT POWAY CA 92064 426670 false X sofausa.org X 1996 CA END FINANCIAL ILLITERACY; EMBOLDEN PEOPLE TO TAKE CHARGE OF THEIR FINANCIAL LIVEES; GET AMERICANS TO EMBRACE THE FINANCIAL CONCEPT OF "DOING BETTER"...KNOWING MORE, AND MAKING THE RIGHT DECISIONS WITH THEIR MONEY. 2 2 7 100 0 0 336890 389763 2 0 80314 36907 417206 426670 0 0 254195 268021 0 0 192944 134710 447139 402731 -29933 23939 1862372 2161311 21552 21552 1840820 2139759 END FINANCIAL ILLITERACY; EMBOLDEN PEOPLE TO TAKE CHARGE OF THEIR FINANCIAL LIVES; GET AMERICANS TO EMBRACE THE FINANCIAL CONCEPT OF "DOING BETTER"...KNOWING MORE, AND MAKING THE RIGHT DECISIONS WITH THEIR MONEY. false false 352075 SEE SCHEDULE O 352075 true false false false false false false false false false true false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 4 0 true 7 true false false false false false false false 0 false false false false false false false X 2 2 true false false false true true false true true false false false false false false false false false CA X SOCIETY FOR FINANCIAL AWARENES 8582687090 3914 MURPHY CANYON ROAD STE A125 SAN DIEGO CA 92123 RACHELLE L WOLF COO 35.00 0.00 X 108489 0 0 JAMES E CHILTON President & CEO 20.00 0.00 X 0 0 0 PAMELA CHILTON Director 15.00 0.00 X 0 0 0 108489 1 false false false 0 0 MEMBERSHIP DUES 389763 389763 389763 0 0 0 0 0 0 0 0 SOFA UNIV INCOME 36907 36907 36907 426670 426670 0 0 0 0 108489 108489 0 127369 127369 0 11984 11984 20179 20179 0 1000 1000 9348 9348 0 0 0 695 695 7339 7339 4702 4702 2541 2541 0 23030 23030 0 0 0 8789 8789 0 2777 2777 16679 16166 513 MERCHANT FEES 18332 18332 OUTSIDE SERVICES 18053 18053 AUTO EXPENSES 11231 11231 UTILITIES 3854 3854 6340 5553 787 402731 352075 50656 0 56485 65151 0 0 0 0 0 160 18210 0 0 34786 34786 0 0 0 0 2777 0 1802950 2077950 1862372 2161311 21552 21552 21552 21552 X 1840820 2139759 1840820 2139759 1862372 2161311 X 23939 275000 X false false false X 0 0 0 0 0 0 0 0 0 0 0 0 X 0.00000 0.00000 34786 34786 CHILTON LIBRARY 2075000 LOAN RECEIVABLE - MANAGECOMM 2950 2077950 LOAN PAYABLE - PMI 52 LOAN PAYABLE - RAFAEL GUILLEN 20000 LOAN PAYABLE - SOFA U 1500 21552 Form 990, Part VI, Section B, Line 11b No review was or will be conducted. Form 990, Part VI, Section C, Line 18 SEE SCHEDULE O Form 990, Part VI, Section C, Line 19 No documents available to the public. Form 990, Part XI, Line 9 CONTRIBUTION OF ASSETS FOR FOUNDATION USE = $275000 FORM 990 - PART VI, LINE 11B - ORGANIZATION'S PROCESS TO REVIEW 990 THE FORM 990 IS REVIEWED BY THE OFFICERS AND BOARD OF DIRECTORS. FORM 990, PART I, LINE 6 ASSIST THE PRESENTERS AT THE WORKSHOPS FORM 990, PART III, LINE 4A THE SOCIETY FOR FINANCIAL AWARENESS33-0700097STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSOBJECTIVES AND PURPOSES: THE PRIMARY OBJECTIVES AND PURPOSES OF THIS CORPORATION SHALL BE:A. TO ESTABLISH A SPEAKERS BUREAU THAT WILL PROVIDE KNOWLEDGEABLE PROFESSIONAL SPEAKERS (FINANCIAL PLANNERS, ACCOUNTANTS, TRUST OFFICERS AND ATTORNEYS) WHO WILL DONATE THEIR TIME AND SERVICE TO PROVIDE FINANCIAL EDUCATION TO INDIVIDUALS AND FAMILIES.B. TO ESTABLISH PROGRAMS THROUGH AREA CHURCHES, TEMPLES AND SYNAGOGUES WHEREBY VOLUNTEERS WILL BE ENLISTED TO WORK WITH VARIOUS GROUPS OF THE CHURCH (SENIOR CITIZENS, YOUNG COUPLES, ETC.) TO ASSIST THEM WITH THEIR FINANCIAL CONCERNS.C. TO ASSIST SENIOR CITIZEN CENTERS IN THE COMMUNITY IN CONDUCTING WORKSHOPS FOR THEIR MEMBERS IN LONG-TERM HEALTH CARE CONCERNS.D. TO CONDUCT SEMINARS AND PREPARE AND DISSEMINATE PUBLICATIONS DESIGNED TO EDUCATE THE GENERAL PUBLIC ABOUT ASSET ALLOCATION, CASH MANAGEMENT, RETIREMENT PLANNING, INVESTMENT PLANNING AND ESTEATE PLANNING.E. TO ASSIST LOW-INCOME FAMILIES TO OBTAIN THE INFORMATION AND EDUCATION NECESSARY TO PREPARE AND FILE THEIR OWN FEDERAL AND STATE TAX RETURNS EACH YEAR.THROUGH WORKSHOPS AND SEMINARS PRESENTED THROUGHOUT THE UNITED STATES, THE SOCIETY FOR FINANCIAL AWARENESS (SOFA) HAS BEEN HELPING INDIVIDUALS ACQUIRE FINANCIAL EDUCATION TO HELP THEM ACHIEVE SUCCESS IN PLANNING FOR THEIR FUTURE. THROUGH THESE EFFORTSS, SOFA HAS HELPED PEOPLE BECOME AWARE OF RISK MANAGEMENT, INVESTMENT OPPORTUNITIES AND TAX SAVINGS. EACH WORKSHOP IS CUSTOMIZED TO ASSIST INDIVIDUALS IN IDENTIFYING AND QUALIFYING HIS OR HER PERSONAL AND FAMILY FINANCIAL PLANNING NEEDS. ALL SOFA EDUCATION PROGRAMS ARE AVAILABLE AT NO CHARGE TO CORPORATE AND COMMUNITY GROUPS FOR THE ADVANCEMENT OF FINANCIAL EDUCATION. FORM 990, PART VI, LINE 18 - NO PUBLIC DISCLOSURE EXPLANATION UPON REQUEST, THE ENTITY'S FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE FOR REVIEW. FORM 990, PART VI, LINE 19-GOVERNING DOCUMENTS DISCLOUSURE EXPLANATION UPON REQUEST, THE ENTITY'S FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE FOR REVIEW. FORM 990, PART VI, LINE 2 - RELATED PARTY INFORMATION AMONG OFFICERS JAMES CHILTONCEOPAMELA CHILTONSECRETARYHUSBAND AND WIFE FORM 990, PART VI, LINE 6 - CLASSES OF MEMBERS OR STOCKHOLDERS JAMES CHILTON - PRESIDENT AND CEOPAMELA CHILTON - DIRECTOR AND SECRETARY FORM 990, PART VI, LINE 7A - ELECTION OF MEMBERS AND THEIR RIGHTS THE ORGANIZATION HAS MEMBERS, STOCKHOLDERS, OR OTHER PERSONS WHO MAY ELECT MEMBERS TO GOVERNING BODY. FORM 990, PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS EXPLANATION BOOK/TAX DEPRECIATION DIFFERENCE $14