Nonprofit · EIN 20-0618098
MONEY SAVVY GENERATION FOUNDATION
Tax-exempt · SCOTTSDALE, AZ 85255
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,464,942 | $257,931 | $1,207,011 | $1,213,258 | $0 | $1,213,258 |
| December 31, 2024 | 990 | $496,321 | $494,469 | $1,852 | $6,247 | $0 | $6,247 |
| December 31, 2023 | 990 | $497,408 | $497,830 | -$422 | $4,396 | $0 | $4,396 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,132,400
- Program service revenue
- $332,240
- Investment income
- $302
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $257,650
- Management and general (functional)
- $281
Balance sheet and other
- Total assets, start of year
- $6,247
- Total assets, end of year
- $1,213,258
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,213,258
- Net assets without donor restrictions
- $1,213,258
- Gross unrelated business income
- $302
- Gross receipts
- $1,464,942
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2004
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAMILLE FOTOPOULOS | EXEC DIR Trustee or director, Officer | 2 | $0 |
| CHRISTY PEDERSEN | DIRECTOR Trustee or director | 2 | $0 |
| ALLISON O'MALLEY | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAMILLE FOTOPOULOS | EXEC DIR Trustee or director, Officer | 2 | $0 |
| CHRISTY PEDERSEN | DIRECTOR Trustee or director | 2 | $0 |
| ALLISON O'MALLEY | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAMILLE FOTOPOULOS | EXEC DIR Trustee or director, Officer | 2 | $0 |
| CHRISTY PEDERSEN | DIRECTOR Trustee or director | 2 | $0 |
| ALLISON O'MALLEY | DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 20701 N SCOTTSDALE RD STE 107-605, SCOTTSDALE, AZ 85255-6413
- In care of
- % BARTLY LOETHEN
- Principal officer (990 for 2025)
- CAMILLE FOTOPOULOS, 307 S NORTHWEST HWY, PARK RIDGE, IL 60068
- Signed the 990
- CAMILLE FOTOPOULOS, EXECUTIVE DIRECTOR
- Phone
- (800) 413-0073
- Return prepared by
- SPECIALIZED ACCOUNTING SERVICES LLC
Mission
PROVIDE PERSONAL FINANCIAL EDUCATION
Program accomplishments
- THE FOUNDATION PROVIDED FINANCIAL LITERACY CURRICULUM MATERIALS AND TEACHER TRAINING TO: WASHINGTON STATE SCHOOL CLASSROOMS, INCLUDING 4,392 STUDENTS IN 183 CLASSROOMS ACROSS THE STATE. CHICAGO, ILLINOIS CLASSROOMS, INCLUDING 2,817 STUDENTS IN 147 CLASSROOMS ACROSS THE CITY.Expenses $257,650 · revenue $332,240
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-0618098
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B90)
- Assets (IRS master file)
- $1,213,258
- Income (IRS master file)
- $1,464,942
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,464,942 | $257,931 | $1,213,258 | IRS |
| 990 | December 2024 | $496,321 | $494,469 | $6,247 | IRS |
| 990 | December 2023 | $497,408 | $497,830 | $4,396 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0618098).
Questions about MONEY SAVVY GENERATION FOUNDATION
- What is the EIN of MONEY SAVVY GENERATION FOUNDATION?
- The employer identification number (EIN) of MONEY SAVVY GENERATION FOUNDATION is 20-0618098.
- Is MONEY SAVVY GENERATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to MONEY SAVVY GENERATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONEY SAVVY GENERATION FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONEY SAVVY GENERATION FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONEY SAVVY GENERATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MONEY SAVVY GENERATION FOUNDATION?
- The 990 for the year ended December 31, 2025 names CAMILLE FOTOPOULOS.
- Who are the officers and directors of MONEY SAVVY GENERATION FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MONEY SAVVY GENERATION FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,464,942, expenses of $257,931 and total assets of $1,213,258 at year end.
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