California · Nonprofit
THE SOCIETY FOR FINANCIAL AWARENESS
THE SOCIETY FOR FINANCIAL AWARENESS (California) receives grants from 1 organization whose IRS filings report $2,000 to it, the largest being THE SWAGELOK FOUNDATION ($2,000). 0 of them have funded it in more than one year.
- Revenue FY2024
- $427k
- Funders on record
- 1
- Grants received
- $2k
- Net assets
- $2.1M
What The Society for Financial Awareness does
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.
As stated on its FY2024 Form 990.
Program
The Society for Financial Awareness33-0700097statement of program service accomplishmentsobjectives and purposes: the primary objectives and purposes of this corporation shall be:a. To establish a speakers bureau that will provide knowledgeable professional speakers (financial planners, accountants, trust officers and attorneys) who will donate their time and service to provide financial education to individuals and families.b. To establish programs through area churches, temples and synagogues whereby volunteers will be enlisted to work with various groups of the church (senior citizens, young couples, etc.) to assist them with their financial concerns.c. To assist senior citizen centers in the community in conducting workshops for their members in long-term health care concerns.d. To conduct seminars and prepare and disseminate publications designed to educate the general public about asset allocation, cash management, retirement planning, investment planning and esteate planning.e. To assist low-income families to obtain the information and education necessary to prepare and file their own federal and state tax returns each year.through workshops and seminars presented…
$379,885 spent$336,890 earned by the program100% of program spending
The program described on its FY2023 Form 990. Program spending in total: $379,885.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2022 to 2023, from $186k to $1.9M (+901%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
0% of THE SOCIETY FOR FINANCIAL AWARENESS’s revenue is contributions — more earned-revenue than three-quarters of its peers (64% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
James E Chilton
President & CEO
As listed on its FY2024 Form 990.
Who funds it, year by year
Grant support over time, funder by funder — shade shows the grant size each year.
From the IRS filings of THE SOCIETY FOR FINANCIAL AWARENESS’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
THE SOCIETY FOR FINANCIAL AWARENESS draws 100% of its grant income from funders outside California, across 1 state in all.
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
THE SOCIETY FOR FINANCIAL AWARENESS runs a healthier operating margin than half of the 17,936 arts & culture nonprofits its size.
this organization peer median middle 50% of peers· 17,936 arts & culture nonprofits $100k–$1M, FY2024
Organizations like THE SOCIETY FOR FINANCIAL AWARENESS
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In California
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
87% of spending goes to programs.
Governance
Public support
0%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for THE SOCIETY FOR FINANCIAL AWARENESS: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds THE SOCIETY FOR FINANCIAL AWARENESS?
- THE SOCIETY FOR FINANCIAL AWARENESS (California) receives grants from 1 organization whose IRS filings report $2,000 to it, the largest being THE SWAGELOK FOUNDATION ($2,000). 0 of them have funded it in more than one year.
- How many funders does THE SOCIETY FOR FINANCIAL AWARENESS have?
- IRS filings report 1 organization giving $2,000 in grants to THE SOCIETY FOR FINANCIAL AWARENESS.
- Who is the largest funder of THE SOCIETY FOR FINANCIAL AWARENESS?
- THE SWAGELOK FOUNDATION is the largest funder on record, with $2,000 in grants. The full list of funders is on this page.
- How can an organization like THE SOCIETY FOR FINANCIAL AWARENESS find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing