Nonprofit · EIN 33-0700097
SOCIETY FOR FINANCIAL AWARENESS
Tax-exempt · SAN DIEGO, CA 92123
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $426,670 | $402,731 | $23,939 | $2,161,311 | $21,552 | $2,139,759 |
| December 31, 2023 | 990 | $417,206 | $447,139 | -$29,933 | $1,862,372 | $21,552 | $1,840,820 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $389,763
- Investment income
- $0
- Other revenue
- $36,907
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $108,489
- Other salaries and wages
- $127,369
- Salaries, compensation and benefits (total)
- $268,021
- Professional fundraising fees
- $0
- Legal fees
- $1,000
- Accounting fees
- $9,348
- Occupancy
- $23,030
- Depreciation
- $2,777
- Program services (functional)
- $352,075
- Management and general (functional)
- $50,656
Balance sheet and other
- Total assets, start of year
- $1,862,372
- Total assets, end of year
- $2,161,311
- Total liabilities, end of year
- $21,552
- Net assets, end of year
- $2,139,759
- Net assets without donor restrictions
- $2,139,759
- Gross receipts
- $426,670
- Employees
- 7
- Volunteers
- 100
- Year formed
- 1996
- State of legal domicile
- CA
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RACHELLE L WOLF | COO Officer | 35 | $108,489 |
| JAMES E CHILTON | President & CEO Officer | 20 | $0 |
| PAMELA CHILTON | Director Officer | 15 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RACHELLE L WOLF | COO Officer | 35 | $101,139 |
| JAMES E CHILTON | President & CEO Officer | 20 | $0 |
| PAMELA CHILTON | Director Officer | 15 | $0 |
Address and contacts
- Address (IRS master file)
- 3655 RUFFIN RD STE 230, SAN DIEGO, CA 92123-1860
- Principal officer (990 for 2024)
- JAMES E CHILTON, 13967 DODDER COURT, POWAY, CA 92064
- Signed the 990
- JAMES E CHILTON, President & CEO
- Phone
- (858) 268-7090
- Website
- sofausa.org
- Return prepared by
- Patrick Rucker CPA Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0700097 or by the name SOCIETY FOR FINANCIAL AWARENESS.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- SEE SCHEDULE OExpenses $352,075
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 | Not 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
- 33-0700097
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A99)
- Assets (IRS master file)
- $2,161,311
- Income (IRS master file)
- $426,670
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $426,670 | $402,731 | $2,161,311 | XML |
| 990 | December 2023 | $417,206 | $447,139 | $1,862,372 | XML |
| 990 | December 2022 | $449,561 | $433,721 | $185,971 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 33-0700097).
Questions about SOCIETY FOR FINANCIAL AWARENESS
- What is the EIN of SOCIETY FOR FINANCIAL AWARENESS?
- The employer identification number (EIN) of SOCIETY FOR FINANCIAL AWARENESS is 33-0700097.
- Is SOCIETY FOR FINANCIAL AWARENESS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to SOCIETY FOR FINANCIAL AWARENESS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOCIETY FOR FINANCIAL AWARENESS 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 SOCIETY FOR FINANCIAL AWARENESS 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 SOCIETY FOR FINANCIAL AWARENESS 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 SOCIETY FOR FINANCIAL AWARENESS?
- The 990 for the year ended December 31, 2024 names JAMES E CHILTON.
- Who are the officers and directors of SOCIETY FOR FINANCIAL AWARENESS?
- The 990 for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $108,489 (RACHELLE L WOLF, COO).
- How much revenue does SOCIETY FOR FINANCIAL AWARENESS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $426,670, expenses of $402,731 and total assets of $2,161,311 at year end.
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