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Society for Financial Awareness

Society for Financial Awareness

San Diego, CA 92123
Tax ID33-0700097

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About this organization

Revenue

$539,111

Expenses

$536,417

Website

sofausa.org

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.

About

THE SOCIETY FOR FINANCIAL AWARENESS 33-0700097 STATEMENT 1 - FORM 990, PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS OBJECTIVES AND PURPOSES: THE PRIMARY OBJECTIVES AND PURPOSES OF THIS CORPORATION SHALL BE: A. TO ESTABLISH A SPEAKERS BUREAU THAT WILL PROVIDE KNOWLEDGEABLE PROFESSIONAL SPEARKERS (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 INLISTED 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, RETRIREMENT PLANNING, INVESTMENT PLANNING, AND ESTATE 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 THROUGHOUT THE UNITED STATES, THE SOCIETY FOR FINANCIAL AWARENESS (SOFA) HAS BEEN HELPING INDIVIDUALS ACQUIRE FINANCIAL EDUCATION TO HELP THEM ACHIEVE SUCCESS IN PLANNING FOR THEIR FUTUER. THROUGH THESE EFFORTS SOFA HAS HELPED PEOPLE BECOME AWARE OF RISK MANAGEMENT, INVESTMENT OPPORTUNITIES, AND TAX SAVINGS. EACH WORKSHOP IS CUSTOMIZED TO ASSIST INDIVIDUALS IN IDENTIFYING AND QUALIFYING HIS OR HER PERSONAL AND FAMILY FINANCIAL PLANNING NEEDS. ALL SOFA EDUCATION PROGRAMS ARE AVAILABLE AT NO CHARGE TO CORPORATE AND COMMUNITY GROUPS FOR THE ADVANCEMENT OF FINANCIAL EDUCATION.

Interesting data from their 2020 990 filing

The purpose of the non-profit is outlined in the filing as “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.”.

When discussing its operations, they were defined as: “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.”.

  • The state where the non-profit operates has been legally reported as CA.
  • The filing indicates that the non-profit's address in 2020 is located at 13967 DODDER COURT, POWAY, CA, 92064.
  • The non-profit has reported 10 employees on their form as of 2020.
  • The non-profit has loans as of 2020.
  • Does not operate a hospital.
  • Does not operate a school.
  • Does not collect art.
  • Does not provide credit counseling.
  • Does not have foreign activities.
  • Is not a donor-advised fund.
  • Is not a private foundation.
  • Expenses are between $250,000 and $500,000.
  • Revenue is between $500,000 and $1,000,000+.
  • Revenue less expenses is $2,694.
  • The CEO compensation structure within the organization is not based on a review and approval from an impartial entity.
  • The organization elects its board members.
  • The organization has 2 independent voting members.
  • The organization was formed in 1996.
  • The organization is required to file Schedule O.
  • The organization pays $387,869 in salary, compensation, and benefits to its employees.
  • The organization pays $0 in fundraising expenses.
  • The organization has minutes of its meetings.

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