| Grantmaker | Grantmaker tax period | Description | Amount |
|---|---|---|---|
| United Way of Greater Rochester and the Finger Lakes | 2023-03 | Agency Allocation & Grant | $70,154 |
| National Foundation for Credit Counseling (NFCC) | 2022-12 | Support for Housing, Credit and Other Financial Counseling | $68,161 |
| Rochester Economic Development Corporation | 2022-09 | Entrepreneurial Support Program | $35,661 |
| ...and 3 more grants received | |||
| Name | Title | Compensation | Date of data |
|---|---|---|---|
| Jason Tracy | Chief Executive Officer | $137,039 | 2023-05-08 |
| Christopher Camaione-Lind | Chief Administrative Officer | $103,759 | 2022-12-31 |
| Chad Rieflin | Director of Programs and Grants | 2022-05-19 | |
| Karyn Rando | Director of Counseling Operations | 2022-05-19 | |
| Lisa Hochlander | Quality Assurance and Compliance Manager | 2022-05-19 | |
| ...and 6 more key personnel | |||
| Revenues | FYE 12/2022 |
|---|---|
| Total grants, contributions, etc. | $1,872,642 |
| Program services | $1,474,228 |
| Investment income and dividends | $142,164 |
| Tax-exempt bond proceeds | $0 |
| Royalty revenue | $0 |
| Net rental income | $0 |
| Net gain from sale of non-inventory assets | $84,966 |
| Net income from fundraising events | $0 |
| Net income from gaming activities | $0 |
| Net income from sales of inventory | $0 |
| Miscellaneous revenues | $38,508 |
| Total revenues | $3,612,508 |
| Fiscal year ending | Date received by IRS | Form | PDF link |
|---|---|---|---|
| 2022-12 | 2023-05-08 | 990 | View PDF |
| 2021-12 | 2022-05-10 | 990 | View PDF |
| 2020-12 | 2021-05-25 | 990 | View PDF |
| 2019-12 | 2020-09-17 | 990 | View PDF |
| 2018-12 | 2019-06-19 | 990 | View PDF |
| ...and 9 more Form 990s | |||
| Organization | Type | Location | Revenue |
|---|---|---|---|
| OnTrack Financial Education & Counseling | 501(c)(3) | Asheville, NC | $1,072,793 |
| Consumer Credit Counseling Service of Greater San Antonio | 501(c)(3) | San Antonio, TX | $1,076,042 |
| Consumer Credit Counseling Service of Nebraska | 501(c)(3) | Omaha, NE | $1,026,248 |
| National Foundation for Credit Counseling (NFCC) | 501(c)(3) | Washington, DC | $9,648,541 |
| Prepare and Prosper | 501(c)(3) | St Paul, MN | $2,156,071 |
| Human Services Center Corporation | 501(c)(3) | Turtle Creek, PA | $2,244,147 |
| Apprisen | 501(c)(3) | Gahanna, OH | $3,349,217 |
| Clarifi | 501(c)(3) | Philadelphia, PA | $5,440,689 |
| Golden State Opportunity | 501(c)(3) | San Francisco, CA | $8,889,306 |
| Cash Campaign of Maryland | 501(c)(3) | Baltimore, MD | $3,068,101 |
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