YOUR ECONOMIC SUCCESS

EIN: 541168566 501(c)(3) Social Science

HARRISONBURG, VA

Total Revenue
$208,390
Total Expenses
$146,967
Total Assets
$1,942,713
Net Assets
$1,913,042
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1981
Legal Domicile
VA
Principal Officer
LYDIA HEATWOLE
Phone
5405683244
Tax Period
2024-07-01 to 2025-06-30

YOUR ECONOMIC SUCCESS, founded in 1981, is a small nonprofit in the Social Science sector that reported $208K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $61K, a strong 29% operating margin.

Mission

YOUR ECONOMIC SUCCESS (YES) IS A TRUSTED PARTNER WHICH PROVIDES INNOVATIVE AND RELEVANT ECONOMIC AND FINANCIAL LITERACY TRAINING FOR LOCAL TEACHERS THAT WILL ENABLE THEIR STUDENTS TO MASTER THESE CONCEPTS, PREPARING THEM TO SUCCEED IN SCHOOL AND IN LIFE.

Program Service Accomplishments

Program 1
Expenses: $102,333

OUR LARGEST PROGRAM EXPENSE INVOLVED PAYMENT TO JAMES MADISON UNIVERSITY WHICH, IN TURN, PAID THE SALARY TO SUPPORT A FULL-TIME TEACHER ADVOCATE AND CONSULTANT WHO DELIVERED ECONOMIC AND FINANCIAL...

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OUR LARGEST PROGRAM EXPENSE INVOLVED PAYMENT TO JAMES MADISON UNIVERSITY WHICH, IN TURN, PAID THE SALARY TO SUPPORT A FULL-TIME TEACHER ADVOCATE AND CONSULTANT WHO DELIVERED ECONOMIC AND FINANCIAL LITERACY EDUCATIONAL PROGRAMS AND RESOURCES PRIMARILY FOR THE BENEFIT OF LOCAL TEACHERS. OUR PROGRAM REACH EXTENDS TO THE REGION, STATE, AND NATION THROUGH IN-PERSON AND VIRTUAL PRESENTATIONS.* YES SPONSORED TEACHER WORKSHOPS REACHED 479 TEACHERS AND AN ESTIMATED 28,600 STUDENTS..* 5 NATIONAL PRESENTATIONS REACHED 262 TEACHERS AND AN ESTIMATED 9,700 STUDENTS.IN ADDITION TO PROVIDING WORKSHOPS AND PRESENTATIONS THROUGHOUT THE YEAR, THIS INDIVIDUAL ASSISTED TEACHERS IN INCOPORATING ECONOMICS AND PERSONAL FINANCE INTO THEIR LESSONS AND ACTIVITIES VIA PHONE, EMAIL, ZOOM, OR IN THEIR CLASSROOMS, AS REQUESTED, AND OVERSAW ALL OTHER PROGRAMS OFFERED BY YES.

Program 2
Expenses: $7,750

THE STOCK MARKET GAME WAS THE SECOND LARGEST PROGRAM EXPENSE IN THIS FISCAL YEAR. THIS IS A NATIONAL COMPREHENSIVE ECONOMICS AND PERSONAL FINANCE EDUCATION PROGRAM FOR GRADES 4 TO 12. 42 ELEMENTARY...

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THE STOCK MARKET GAME WAS THE SECOND LARGEST PROGRAM EXPENSE IN THIS FISCAL YEAR. THIS IS A NATIONAL COMPREHENSIVE ECONOMICS AND PERSONAL FINANCE EDUCATION PROGRAM FOR GRADES 4 TO 12. 42 ELEMENTARY, MIDDLE AND HIGH SCHOOL TEACHERS IN OUR REGION AND 1416 STUDENTS PARTCIPATED IN THE PROGRAM. FOUR LOCAL TEAMS, INCLUDING 1,165 STUDENTS, WON AT THE STATE LEVEL. YES HOSTED A RECEPTION TO CELEBRATE AND RECONIZE 13 OF THE TOP TEAMS IN OUR REGION.

Program 3
Expenses: $1,762

THE MINI-ECONOMY, CULMINATING IN THE GLOBAL ENTREPRENEURSHIP MARKETPLACE (GEM) FAIR, WAS OUR THIRD LARGEST PROGRAMMING EXPENSE. A MINI-ECONOMY IS A CLASSROOM SIMULATION WHICH ALLOWS STUDENTS TO LEARN...

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THE MINI-ECONOMY, CULMINATING IN THE GLOBAL ENTREPRENEURSHIP MARKETPLACE (GEM) FAIR, WAS OUR THIRD LARGEST PROGRAMMING EXPENSE. A MINI-ECONOMY IS A CLASSROOM SIMULATION WHICH ALLOWS STUDENTS TO LEARN REAL WORLD LESSONS ON HOW MARKETS WORK. STUDENTS LEARN ABOUT CURRENCY, JOBS, GOODS VS. SERVICES, COST OF GOODS SOLD, PRICING, MARKETING, AND HOW PRODUCERS AND CONSUMERS INTERACT IN THE MARKETPLACE.* 10 TEACHERS HOSTED MINI ECONOMIES IN THEIR CLASSROMS AND REACHED 192 STUDENTS. * 10 TEACHERS CHECKED OUT MINI ECONOMY BOXES WHICH HAD ALL MATERIALS FOR RUNNING A CLASSROOM MINI-ECONOMY, REACHING 300 STUDENTS. * 19 TEACHERS AND 338 STUDENTS ATTENDED THE GEM FAIR THIS YEAR. ANOTHER PARTNER, EXPLORE MORE DISCOVERY MUSEUM HOSTED A MINI-ECONOMY CALLED CAMP MILLIONAIRE IN WHICH 30 STUDENTS PARTCIPATED.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $145,211
Program Service Revenue $0
Investment Income $63,179
Other Revenue $0
TOTAL REVENUE $208,390

Expense Breakdown

Grants Paid $102,333
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $116,461
Other Expenses $44,634
TOTAL EXPENSES $146,967

Year-over-Year Comparison

2024 2023 Change
Revenue $208,390 $222,108 -0.1%
Expenses $146,967 $158,915 -0.1%
Net Income $61,423 $63,193 0.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Governance

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

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
4
$0
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MATT VON SCHUCH CHAIR 0.00
Officer Director
$0 $0 $0
MICHAEL GOCHENOUR VICE CHAIR 0.00
Officer Director
$0 $0 $0
LYDIA HEATWOLE TREASURER 0.00
Officer Director
$0 $0 $0
ANNE WHITNEY FLINT SECRETARY 0.00
Officer Director
$0 $0 $0
CRAIG ANDERS MEMBER 0.00
Director
$0 $0 $0
STEPHANNE BYRD MEMBER 0.00
Director
$0 $0 $0
QUINTON CALLAHAN MEMBER 0.00
Director
$0 $0 $0
PAUL CLINE MEMBER 0.00
Director
$0 $0 $0
VADA KELLEY MEMBER 0.00
Director
$0 $0 $0
SEAN MCGOWAN MEMBER 0.00
Director
$0 $0 $0
CARI OREBAUGH MEMBER 0.00
Director
$0 $0 $0
CHRISTOPHER QUINN MEMBER 0.00
Director
$0 $0 $0
ABE SHEARER MEMBER 0.00
Director
$0 $0 $0
ANDY VANHOOK MEMBER 0.00
Director
$0 $0 $0
DANIELLE ROPP MEMBER 0.00
Director
$0 $0 $0
WINSTON WEAVER MEMBER 0.00
Director
$0 $0 $0
N/A EX-OFFICIO MEMBER 0.00
$0 $0 $0
N/A EX-OFFICIO MEMBER 0.00
$0 $0 $0
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 $208,390 $146,967 $1,942,713 $61,423
2024 $222,108 $158,915 $1,785,194 $63,193
2023 $185,038 $144,039 $1,631,089 $40,999
2022 $382,179 $145,044 $1,644,586 $237,135
2021 $178,380 $348,685 $1,566,845 $-170,305
2020 $88,450 $118,864 $1,530,074 $-30,414
2019 $80,631 $107,325 $1,542,389 $-26,694
2018 $106,456 $89,184 $1,506,478 $17,272
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