EIN 61-1575044

National Council for Financial Opportunities

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Year formed
2008
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The National Council for Financial Opportunities creates scalable and collaborative programs to promote positive economic impact and financial resiliency for low income families and their communities. Their financial education and coaching focus on basic capabilities matched seamlessly with appropriate and flexible products and services that provide financial accessibility to meet people in distressed communities where they are located, such as social service agencies and Financial Empowerment Centers.
Also known as...
Express Advantage
Total revenues
$2,250,554
2023
Total expenses
$1,496,948
2023
Total assets
$788,065
2023
Num. employees
0
2023

Program areas at National Council for Financial Opportunities

Financial Resiliency: Financial education and coaching focused on basic capabilities matched seamlessly with appropriate and flexible products and services allowing participants to gain access to financial products and services while keeping the low income families out of the clutches of high cost alternative financial service providers and high debt that allows them to increase assets and become financially resilient.
Income Adequacy - Asset building programs that create opportunities that incentivize people to change savings and spending behavior.
Financial Accessibility to meet people, in distressed communities, where they are (social service agencies, Financial Empowerment Center, etc.).
Opportunity Knock$ Initiative - Season 2: PBS show that teaches financial literacy to families.

Who funds National Council for Financial Opportunities

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
AmazonSmile FoundationGeneral Support$5

Personnel at National Council for Financial Opportunities

NameTitleCompensation
Sharon HallChief Financial Officer$0
Mike BeallExecutive Director$0
Kathryn KellnerDirector / Vice Chair / Vice President$0

Financials for National Council for Financial Opportunities

RevenuesFYE 12/2023
Total grants, contributions, etc.$2,250,011
Program services$0
Investment income and dividends$543
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$2,250,554

Form 990s for National Council for Financial Opportunities

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-23990View PDF
2022-122023-04-25990View PDF
2021-122022-07-26990View PDF
2020-122021-04-14990EZView PDF
2019-122020-08-28990EZView PDF
...and 10 more Form 990s

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Data update history
May 25, 2024
Posted financials
Added Form 990 for fiscal year 2023
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
August 8, 2023
Posted financials
Added Form 990EZ for fiscal year 2020
July 20, 2023
Posted financials
Added Form 990 for fiscal year 2022
July 3, 2023
Updated personnel
Identified 2 new personnel
Nonprofit Types
SchoolsEducational service providersFamily service centersCharities
Issues
Education
Characteristics
Provides grantsNational levelTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
950 Broadway Ste 403
Tacoma, WA 98402
Metro area
Seattle-Tacoma-Bellevue, WA
County
Pierce County, WA
Website URL
thencfo.org/ 
Phone
(253) 200-0418
IRS details
EIN
61-1575044
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2008
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B90: Educational Services
NAICS code, primary
624190: Individual and Family Services
Parent/child status
Independent
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