DELAWARE FINANCIAL EDUCATION ALLIANCE INC

EIN: 222549908 501(c)(3) Public & Societal Benefit

DOVER, DE

Total Revenue
$643,424
Total Expenses
$527,605
Total Assets
$856,264
Net Assets
$846,168
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1983
Legal Domicile
DE
Principal Officer
SARAH A LONG
Phone
3026740200
Tax Period
2023-06-01 to 2024-05-31

DELAWARE FINANCIAL EDUCATION ALLIANCE INC, founded in 1983, is a small nonprofit in the Public & Societal Benefit sector that reported $643K in total revenue in fiscal year 2023. The organization ran a surplus of $116K, a strong 18% operating margin.

Mission

TO PROVIDE FINANCIAL LITERACY TRAINING DESIGNED FOR AND TARGETED TO PERSONS OF LOW AND MODERATE INCOME IN THE STATE OF DELAWARE THROUGH A VARIETY OF EDUCATIONAL PROGRAMS AND TO PROVIDE QUALITY TRAINING PROGRAMS TO EMPLOYEES OF MEMBER BANKS IN THE FINANCIAL SERVICES INDUSTRY IN DELAWARE.

Program Service Accomplishments

Program 1
Expenses: $461,311 Revenue: $547,000

TO PROVIDE FINANCIAL LITERACY TRAINING DESIGNED FOR AND TARGETED TO PERSONS OF LOW AND MODERATE INCOME IN THE STATE OF DELAWARE THROUGH A VARIETY OF EDUCATIONAL PROGRAMS AND TO PROVIDE QUALITY...

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TO PROVIDE FINANCIAL LITERACY TRAINING DESIGNED FOR AND TARGETED TO PERSONS OF LOW AND MODERATE INCOME IN THE STATE OF DELAWARE THROUGH A VARIETY OF EDUCATIONAL PROGRAMS AND TO PROVIDE QUALITY TRAINING PROGRAMS TO EMPLOYEES OF MEMBER BANKS IN THE FINANCIAL SERVICES INDUSTRY IN DELAWARE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $56,300
Program Service Revenue $547,000
Investment Income $40,124
Other Revenue $0
TOTAL REVENUE $643,424

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $461,311
Other Expenses $527,605
TOTAL EXPENSES $527,605

Year-over-Year Comparison

2023 2022 Change
Revenue $643,424 $674,551 0.0%
Expenses $527,605 $495,104 +0.1%
Net Income $115,819 $179,447 -0.4%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
16
Independent Members
16
Employees
N/A
Volunteers
N/A

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
8
$563,012
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TARRIE MILLER CHAIR 0.50
Officer Director
$0 $0 $0
MATTHEW PARKS CHAIR-ELECT 0.50
Officer Director
$0 $0 $0
DIANA CLIFT DIRECTOR - AT - LARGE 0.50
Officer Director
$0 $0 $0
CAROLINE H DICKERSON DIRECTOR - AT - LARGE 0.50
Officer Director
$0 $0 $0
NICOLAS JAFARIEH DIRECTOR - AT - LARGE 0.50
Officer Director
$0 $0 $0
ISABEL R ARAUJO DIRECTOR 0.50
Director
$0 $0 $0
MIKE DAMERON DIRECTOR 0.50
Director
$0 $0 $0
CHRISTINE DAVIS DIRECTOR 0.50
Director
$0 $0 $0
JASON GAUGHAN DIRECTOR 0.50
Director
$0 $0 $0
JENNIFER GOLEK DIRECTOR 0.50
Director
$0 $0 $0
GEORGE KERN DIRECTOR 0.50
Director
$0 $0 $0
BILL LAFOND DIRECTOR 0.50
Director
$0 $0 $0
DON MELL DIRECTOR 0.50
Director
$0 $0 $0
GREG MIRAGLIA DIRECTOR 0.50
Director
$0 $0 $0
JOEL SCHILLER DIRECTOR 0.50
Director
$0 $0 $0
KATIE WILKINSON DIRECTOR 0.50
Director
$0 $0 $0
SARAH A LONG PRESIDENT, CEO & TREASURER 14.00
Officer
$0 $0 $335,724
MARGARET E CREGAN VP, MEMBERSHIP & ADMINISTR 8.00
Officer
$0 $0 $115,745
GREGORY KOSELUK VP MKTG & PUBLIC RELATIONS 26.00
Officer
$0 $0 $111,543
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $643,424 $527,605 $856,264 $115,819
2023 $674,551 $495,104 $761,556 $179,447
2022 $568,013 $480,591 $619,519 $87,422
2021 $493,366 $493,041 $584,994 $325
2020 $688,652 $632,925 $608,641 $55,727
2019 $794,037 $671,043 $472,155 $122,994
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