Consumer Financial Education Foundation Of America

Consumer Financial Education Foundation Of America shows fluctuating financial health with liabilities often exceeding assets.

EIN: 203424094 · Birmingham, AL · NTEE: P51 · Updated: 2026-03-28

$338KRevenue
$40KAssets
60/100Mission Score (Good)
P51

Is Consumer Financial Education Foundation Of America Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
4 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Consumer Financial Education Foundation Of America directs 75% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Consumer Financial Education Foundation Of America

Consumer Financial Education Foundation Of America (EIN: 203424094) is a nonprofit organization based in Birmingham, AL, classified under NTEE code P51. The organization reported total revenue of $338K and total assets of $40K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Consumer Financial Education Foundation Of America's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

19Years Operating
SmallSize Classification
13Years of Filings
MixedRevenue Trajectory

Consumer Financial Education Foundation Of America is a small nonprofit that has been operating for 19 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -9.4%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$364K
Total Expenses$314K
Surplus / Deficit+$50K
Total Assets$136K
Total Liabilities$339K
Net Assets$-202,805
Operating Margin13.7%
Debt-to-Asset Ratio249.1%
Months of Reserves5.2 months

Financial Health Grade: A

In 2023, Consumer Financial Education Foundation Of America reported a surplus of $50K with revenue exceeding expenses, holds 5.2 months of operating reserves (adequate), has a debt-to-asset ratio of 249.1% (high leverage).

Financial Trends

Over 13 years of filings (2011–2023), Consumer Financial Education Foundation Of America's revenue has declined at a compound annual growth rate (CAGR) of -9.4%.

YearRevenue ChangeExpense ChangeAsset Change
2023+41.6%-11.0%+429.0%
2022-34.4%+19.9%-66.8%
2021+4.5%-36.2%+166.2%
2020-20.1%-3.0%-10.1%
2019-3.9%-4.9%-7.4%

IRS Tax-Exempt Classification

IRS Classification Codes2000
IRS Ruling Date2007

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Consumer Financial Education Foundation Of America demonstrates a mixed financial picture. While the organization consistently reports revenue and expenses, its asset base has fluctuated significantly, from a low of $25,717 in 2022 to a high of $136,054 in 2023. A notable concern is the consistently high liabilities, which have often exceeded assets, such as in 2023 where liabilities were $338,859 against assets of $136,054, indicating a potential reliance on debt or deferred revenue. The organization's spending efficiency appears to vary year-to-year, with some periods showing expenses exceeding revenue (e.g., 2022 with $352,454 expenses on $256,885 revenue) and others showing a surplus (e.g., 2023 with $313,726 expenses on $363,708 revenue). Transparency is generally good given the availability of 13 years of IRS 990 filings. However, without detailed breakdowns of program, administrative, and fundraising expenses within the provided data, a precise assessment of spending efficiency ratios is challenging. The consistent reporting of 0% officer compensation across all available filings suggests either a volunteer-led executive team or compensation being reported under other expense categories, which would warrant further investigation for complete transparency. Overall, the organization shows consistent activity in its mission area, as evidenced by its continuous revenue generation and expenditure. However, the fluctuating financial health, particularly the asset-to-liability ratio, and the lack of detailed spending category breakdowns in the provided data, suggest areas where financial stability and transparency could be improved for a clearer understanding of its operational effectiveness.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Consumer Financial Education Foundation Of America with a Mission Score of 60 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, Consumer Financial Education Foundation Of America allocates its expenses as follows: admin: 15%, programs: 75%, fundraising: 10%. With 75% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$364KTotal Revenue
$314KTotal Expenses
$136KTotal Assets
$339KTotal Liabilities
$-202,805Net Assets

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, suggesting that officers may be unpaid volunteers or their compensation is categorized under other expenses, which is unusual for an organization with annual revenues often exceeding $300,000.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Consumer Financial Education Foundation Of America's IRS 990 filings:

Strengths

The following positive indicators were identified for Consumer Financial Education Foundation Of America:

Frequently Asked Questions about Consumer Financial Education Foundation Of America

Is Consumer Financial Education Foundation Of America a legitimate charity?

Based on AI analysis of IRS 990 filings, Consumer Financial Education Foundation Of America (EIN: 203424094) some concerns. Mission Score: 60/100. 4 red flags identified, 3 strengths noted.

How does Consumer Financial Education Foundation Of America spend its money?

Consumer Financial Education Foundation Of America directs 75% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Consumer Financial Education Foundation Of America tax-deductible?

Consumer Financial Education Foundation Of America is registered as a tax-exempt nonprofit (EIN: 203424094). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Is Consumer Financial Education Foundation Of America financially stable?

The organization's financial stability is questionable due to consistently high liabilities, which have frequently exceeded its assets (e.g., $338,859 liabilities vs. $136,054 assets in 2023), and fluctuating net assets.

What is the trend in the organization's revenue and expenses?

Revenue has generally been in a declining trend from a high of $600,044 in 2014 to $363,708 in 2023, with expenses largely following suit, though some years show expenses exceeding revenue (e.g., 2022).

Why is officer compensation reported as 0%?

The consistent reporting of 0% officer compensation across all filings is unusual for an organization of this size and suggests either a fully volunteer executive team or that compensation is reported under other expense lines, which could impact transparency.

How does the organization manage its liabilities?

The organization consistently carries significant liabilities, often much higher than its assets, indicating a potential reliance on debt or deferred revenue, which could pose a risk to long-term financial health.

Filing History

IRS 990 filing history for Consumer Financial Education Foundation Of America showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Consumer Financial Education Foundation Of America's revenue has declined by 69.6%, moving from $1.2M to $364K. Total assets increased by 26.6% over the same period, from $108K to $136K. Total functional expenses fell by 77.7%, from $1.4M to $314K. In its most recent filing year (2023), Consumer Financial Education Foundation Of America reported a surplus of $50K, with revenue exceeding expenses. The organization holds $339K in liabilities against $136K in assets (debt-to-asset ratio: 249.1%), resulting in net assets of $-202,805.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $364K $314K $136K $339K
2022 $257K $352K $26K $277K View 990
2021 $392K $294K $78K $234K View 990
2020 $375K $461K $29K $283K View 990
2019 $469K $476K $32K $200K View 990
2018 $488K $500K $35K $196K View 990
2017 $498K $501K $41K $190K View 990
2016 $517K $516K $45K $191K View 990
2015 $559K $469K $68K $216K View 990
2014 $600K $589K $37K $274K View 990
2013 $764K $803K $64K $313K View 990
2012 $895K $982K $87K $297K View 990
2011 $1.2M $1.4M $108K $230K View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Consumer Financial Education Foundation Of America:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Consumer Financial Education Foundation Of America is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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