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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 27-4067736

JOHN C BOGLE CENTER FOR FINANCIAL LITERACY

Tax-exempt · AUSTIN, TX 78741

Financials

$71K$47K2023$104K$36K2024
Revenue Expenses · by fiscal year end
Financials of JOHN C BOGLE CENTER FOR FINANCIAL LITERACY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$104,392$35,733$68,659$335,201$0$335,201
December 31, 2023990$70,636$47,172$23,464$266,542$0$266,542
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$41,032
Program service revenue
$37,687
Investment income
$10,584
Royalties
$15,089
Other revenue
$15,089

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$600
Program services (functional)
$34,099
Management and general (functional)
$1,634

Balance sheet and other

Total assets, start of year
$266,542
Total assets, end of year
$335,201
Total liabilities, end of year
$0
Net assets, end of year
$335,201
Net assets without donor restrictions
$334,201
Net assets with donor restrictions
$1,000
Gross receipts
$104,392
Employees
0
Volunteers
20
Year formed
2010
State of legal domicile
TX

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
CHRISTINE BENZPRESIDENT
Trustee or director, Officer
2$0
RICARDO GUERRAVICE PRESIDENT
Trustee or director, Officer
2$0
MICHAEL PIPERTREASURER
Trustee or director, Officer
5$0
KAREN DAMATOSECRETARY
Trustee or director, Officer
1.5$0
WILLIAM BERNSTEINBOARD MEMBER
Trustee or director
1.5$0
ANDREW BOGLEBOARD MEMBER
Trustee or director
1$0
BENJAMIN HOLLANDBOARD MEMBER
Trustee or director
2$0
JON LUSKINBOARD MEMBER
Trustee or director
1$0
GOURI MUKHERJEEBOARD MEMBER
Trustee or director
1$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
Christine BenzPresident
Trustee or director, Officer
2$0
Ricardo GuerraVice President
Trustee or director, Officer
2$0
Michael PiperTreasurer
Trustee or director, Officer
4$0
Karen DamatoSecretary
Trustee or director, Officer
2$0
William BernsteinBoard Member
Trustee or director
1.5$0
Andrew BogleBoard Member
Trustee or director
1$0
Benjamin HollandBoard Member
Trustee or director
2$0
Jon LuskinBoard Member
Trustee or director
1$0

Address and contacts

Address (IRS master file)
2028 E BEN WHITE BLVD PMB 240-1975, AUSTIN, TX 78741-6966
Mailing address (990-N for 2013)
6977 Navajo Rd Ste 147, San Diego CA 921191503
Principal officer (990 for 2024)
CHRISTINE BENZ, 2028 E BEN WHITE BLVD PMB 240-1975, AUSTIN, TX 78741
Principal officer (990-N for 2013)
Melvin J Lindauer, 2958 Sea Oats Cir, Daytona Beach Shores FL 321185938
Signed the 990
MICHAEL PIPER, TREASURER
Phone
(314) 328-9448
Return prepared by
Ten Point Bookkeeping

Mission

TO EXPAND JOHN C. BOGLES LEGACY BY PROMOTING THE PRINCIPLES OF SUCCESSFUL INVESTING AND FINANCIAL WELL-BEING THROUGH EDUCATION AND COMMUNITY.

990 for the year ended December 31, 2024

Program accomplishments

  • THE JOHN C. BOGLE CENTER FOR FINANCIAL LITERACY HOSTED THE 2024 BOGLEHEADS CONFERENCE IN MINNEAPOLIS, MN FROM SEPTEMBER 27-29, 2024 THE CONFERENCE FEATURED SPEAKERS THAT SHARED INFORMATION ABOUT INVESTING, RETIREMENT PLANNING, FINANCIAL INDEPENDENCE, AND OTHER PERSONAL FINANCIAL TOPICS.
    Expenses $28,750 · revenue $37,687
  • THE JOHN C. BOGLE CENTER FOR FINANCIAL LITERACY CONTINUED WORK ON THE BOGLECENTER.NET WEBSITE, TO SHARE INFORMATION ABOUT AND ENCOURAGE ATTENDANCE TO THE 2024 CONFERENCE. AFTER THE CONFERENCE, VIDEOS OF ALL SESSIONS WERE MADE AVAILABLE FREE OF CHARGE.
    Expenses $3,568
  • THE JOHN C. BOGLE CENTER FOR FINANCIAL LITERACY SUPPORTS LOCAL BOGLEHEAD CHAPTERS, TO FURTHER THE CENTERS MISSION OF PROMOTING THE PRINCIPLES OF SUCCESSFUL INVESTING AND FINANCIAL WELL-BEING THROUGH EDUCTION AND COMMUNITY.
    Expenses $1,015
  • THE JOHN C. BOGLE CENTER FOR FINANCIAL LITERACY SPONSORS THE BOGLEHEADS ON INVESTING AND BOGLEHEADS LIVE PODCASTS, AS WELL AS AN EMAIL MAILING LIST. THE PODCASTS AND MAILING LIST ARE INTENDED TO FUTHER THE CENTERS MISSION OF PROMOTING THE PRINCIPLES OF SUCCESSFUL INVESTING AND FINANCIAL WELL-BEING THROUGH EDUCATION AND COMMUNITY.
    Expenses $766

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

File the 2025 990-EZ for JOHN C BOGLE CENTER FOR FINANCIAL LITERACY

Due May 15, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
27-4067736
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
2012
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P51)
Assets (IRS master file)
$335,201
Income (IRS master file)
$104,392

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$104,392$35,733$335,201IRS
990December 2023$70,636$47,172$266,542XML
990December 2022$32,762$99,088$243,078IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 2018–––IRS
990-N for 2013
Officer: Melvin J Lindauer
December 31, 2013≤ $50,000 receipts––e-Postcard

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 27-4067736).

Questions about JOHN C BOGLE CENTER FOR FINANCIAL LITERACY

What is the EIN of JOHN C BOGLE CENTER FOR FINANCIAL LITERACY?
The employer identification number (EIN) of JOHN C BOGLE CENTER FOR FINANCIAL LITERACY is 27-4067736.
Is JOHN C BOGLE CENTER FOR FINANCIAL LITERACY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
Are donations to JOHN C BOGLE CENTER FOR FINANCIAL LITERACY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does JOHN C BOGLE CENTER FOR FINANCIAL LITERACY 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 JOHN C BOGLE CENTER FOR FINANCIAL LITERACY due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOHN C BOGLE CENTER FOR FINANCIAL LITERACY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of JOHN C BOGLE CENTER FOR FINANCIAL LITERACY?
The 990 for the year ended December 31, 2024 names CHRISTINE BENZ.
Who are the officers and directors of JOHN C BOGLE CENTER FOR FINANCIAL LITERACY?
The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does JOHN C BOGLE CENTER FOR FINANCIAL LITERACY have?
On its 990 for the year ended December 31, 2024 it reported revenue of $104,392, expenses of $35,733 and total assets of $335,201 at year end.

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