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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 99-3203576

FINANCIAL FOUNDATIONS LEGACY

Tax-exempt · SHAKER HEIGHTS, OH 44120

Financials

$38K$11K2024
Revenue Expenses · by fiscal year end
Financials of FINANCIAL FOUNDATIONS LEGACY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-EZ$37,500$10,717$26,783$26,783$0$26,783
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$37,500

Expenses

Compensation of officers, directors and key employees
$0
Other expenses
$10,717

Balance sheet and other

Total assets, start of year
$0
Total assets, end of year
$26,783
Total liabilities, end of year
$0
Net assets, end of year
$26,783
Cash, savings and investments
$26,783
Gross receipts
$37,500

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-EZ for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
LARESE PURNELLPRESIDENT0$0

Address and contacts

Address (IRS master file)
16781 CHAGRIN BLVD STE 456, SHAKER HEIGHTS, OH 44120-3721
In care of
% LARESE B PURNELL
Signed the 990-EZ
LARESE B PURNELL, PRESIDENT
Phone
(330) 212-4121
Return prepared by
CLE CONSULTING FIRM

Mission

OUR MISSION IS TO TRANSFORM COMMUNITIES

990-EZ for the year ended December 31, 2024

Program accomplishments

  • OUR MISSION IS TO IMPACT AND TRANSFORM INDIVIDUALS AND FAMILIES BY PROVIDING COMPREHENSIVE FINANCIAL LITERACY AND ENTREPRENEURSHIP EDUCATION. WE AIM TO EMPOWER THEM WITH THE KNOWLE

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-EZ on file
2023December 31, 2023May 15, 2024No data

File the 2025 990-N for FINANCIAL FOUNDATIONS LEGACY

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

IRS record

EIN
99-3203576
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2024
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Category (NTEE)
Education (B99)
Assets (IRS master file)
$26,783
Income (IRS master file)
$37,500

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about FINANCIAL FOUNDATIONS LEGACY

What is the EIN of FINANCIAL FOUNDATIONS LEGACY?
The employer identification number (EIN) of FINANCIAL FOUNDATIONS LEGACY is 99-3203576.
Is FINANCIAL FOUNDATIONS LEGACY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to FINANCIAL FOUNDATIONS LEGACY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does FINANCIAL FOUNDATIONS LEGACY file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of FINANCIAL FOUNDATIONS LEGACY 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 FINANCIAL FOUNDATIONS LEGACY last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
Who are the officers and directors of FINANCIAL FOUNDATIONS LEGACY?
The 990-EZ for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does FINANCIAL FOUNDATIONS LEGACY have?
On its 990-EZ for the year ended December 31, 2024 it reported revenue of $37,500, expenses of $10,717 and total assets of $26,783 at year end.

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