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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 33-1163601

BAY AREA FINANCIAL EDUCATION FOUNDATION

Tax-exempt · SAN FRANCISCO, CA 94121

Financials

$103K$113K2023$86K$68K2024$69K$18K2025
Revenue Expenses · by fiscal year end
Financials of BAY AREA FINANCIAL EDUCATION FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$69,047$17,861$51,186$175,435$2,867$172,568
December 31, 2024990$86,047$68,202$17,845$122,816$0$122,816
December 31, 2023990$103,389$113,271-$9,882$104,971$0$104,971
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$68,351
Program service revenue
$0
Investment income
$696
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,000
Program services (functional)
$15,381
Management and general (functional)
$2,480

Balance sheet and other

Total assets, start of year
$122,816
Total assets, end of year
$175,435
Total liabilities, end of year
$2,867
Net assets, end of year
$172,568
Net assets without donor restrictions
$156,036
Net assets with donor restrictions
$16,532
Gross unrelated business income
$696
Gross receipts
$69,047
Employees
0
Year formed
2007
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, 2025, highest compensation first.

NameTitleHours / weekCompensation
SALINA YEUNGTREASURER
Trustee or director, Officer
3$0
MICHELLE TONEYDIRECTOR
Trustee or director
2$0
JENNIFER MORIMOTOSECRETARY
Trustee or director, Officer
3$0
ERIK SATREDIRECTOR
Trustee or director
2$0
CAMERON CRISMANPRESIDENT
Trustee or director, Officer
10$0
SHARON HAYMANVICE PRESIDENT
Trustee or director, Officer
3$0
DAVID LINDENBAUMDIRECTOR
Trustee or director
2$0
990 for the year ended December 31, 2024: 7 people
NameTitleHours / weekCompensation
TINA MARCHETTIEXECUTIVE DIRECTOR
Former
20$31,350
JENNIFER MORIMOTOSECRETARY
Trustee or director
2$0
ERIK SATRE CPADIRECTOR
Trustee or director
2$0
DAVID LINDENBAUMDIRECTOR
Trustee or director
2$0
CAMERON CRISMAN CFAPRESIDENT
Trustee or director, Officer
3$0
SALINA YEUNGTREASURER
Trustee or director, Officer
3$0
SHARON HAYMAN CFAVICE PRESIDENT
Trustee or director, Officer
3$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
Tina MarchettiExecutive Director
Officer
23$82,046
Cameron A Crisman CFAPresident
Trustee or director, Officer
3$0
Salina YeungTreasurer
Trustee or director, Officer
3$0
Sharon Hayman CFAVP, Secretary
Trustee or director
2$0
Jane Lopus Ph DDirector
Trustee or director
2$0
Erik Satre CPADirector
Trustee or director
2$0
Jennifer MorimotoDirector
Trustee or director
2$0
Julies Scates CFPDirector
Trustee or director
2$0

Address and contacts

Address (IRS master file)
166 27TH AVE, SAN FRANCISCO, CA 94121-1034
In care of
% SALINA YEUNG
Mailing address (990-N for 2008)
300 Montgomery Street Suite 1130, San Francisco CA 94104
Principal officer (990 for 2025)
SALINA YEUNG, 166 27TH AVE, SAN FRANCISCO, CA 94121
Principal officer (990-N for 2008)
Theodore Jablonski Jr, 600 California Street 8th Floor, San Francisco CA 94108
Signed the 990
SALINA YEUNG, TREASURER
Phone
(415) 663-6933
Return prepared by
A E POWELL INC

California records

California keeps its own records of charities and corporations. Search them by EIN 33-1163601 or by the name BAY AREA FINANCIAL EDUCATION FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

OUR MISSION IS TO IMPROVE THE ECONOMIC EDUCATION AND FINANCIAL LITERACY OF BAY AREA YOUTH

990 for the year ended December 31, 2025

Program accomplishments

  • BAFEF CONTINUES TO EXPAND ITS FINANCIAL LITERACY PROGRAM THROUGH STUDENT WORKSHOPS. TAUGHT BY CREDENTIALED VOLUNTEERS FROM THE FINANCIAL SERVICES INDUSTRY, THESE WORKSHOPS ARE OFFERED TO HIGH SCHOOL, COLLEGE STUDENTS AND ADULTS, PROVIDING THEM WITH THE BASICS OF PERSONAL FINANCE. OUR CLASSES ARE PROVIDED FOR FREE AND COVER TOPICS INCLUDING BUDGETING, UNDERSTANDING CREDIT, PAYING FOR COLLEGE,BASICS OF INVESTING, AND TAXES. WE FOCUS ON REACHING UNDERSERVED COMMUNITIES AND AT-RISK YOUTH.
    Expenses $15,381

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

File the 2026 990-EZ for BAY AREA FINANCIAL EDUCATION FOUNDATION

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
33-1163601
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
2008
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B90)
Assets (IRS master file)
$175,435
Income (IRS master file)
$69,047

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$69,047$17,861$175,435XML
990December 2024$86,047$68,202$122,816XML
990December 2023$103,389$113,271$104,971XML
990December 2022$113,124$96,292$114,462IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS
990-N for 2008
Officer: Theodore Jablonski Jr
December 31, 2008≤ $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 33-1163601).

Questions about BAY AREA FINANCIAL EDUCATION FOUNDATION

What is the EIN of BAY AREA FINANCIAL EDUCATION FOUNDATION?
The employer identification number (EIN) of BAY AREA FINANCIAL EDUCATION FOUNDATION is 33-1163601.
Is BAY AREA FINANCIAL EDUCATION FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to BAY AREA FINANCIAL EDUCATION FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BAY AREA FINANCIAL EDUCATION 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 BAY AREA FINANCIAL EDUCATION 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 BAY AREA FINANCIAL EDUCATION 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 BAY AREA FINANCIAL EDUCATION FOUNDATION?
The 990 for the year ended December 31, 2025 names SALINA YEUNG.
Who are the officers and directors of BAY AREA FINANCIAL EDUCATION FOUNDATION?
The 990 for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does BAY AREA FINANCIAL EDUCATION FOUNDATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $69,047, expenses of $17,861 and total assets of $175,435 at year end.

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