NonprofitsFinancial Beginnings

Human Services

Financial Beginnings

PORTLAND, OR

Total revenue

$1.2M

Total expenses

$1.6M

Net assets

$1.0M

Grants received

$3.3M

51 grants

EIN

203530960

Tax year

2023

Mission

Financial beginnings empowers youth and adults to take control of their financial future.

Financials

FY 2023

Revenue

Contributions & grants$1.1M
Program service revenue$65K
Investment income$29K
Other revenue$66K
Total revenue$1.2M

Expenses

Grants paid
Salaries & benefits$1.2M
Fundraising$298K
Other expenses$344K
Total expenses$1.6M
Total assets$1.2M
Net assets$1.0M

People

21 listed

NameRoleCompensation

RONECCA NORVELL

CEO

Board

$156K

40 hrs/wk

AMY THEUMA

BOARD MEMBER

Board

1 hrs/wk

JAMESE BEAUFORD

BOARD MEMBER

Board

1 hrs/wk

DONALD L BIELEN

Treasurer

Board

1 hrs/wk

KEN CALHOUN

BOARD MEMBER

Board

1 hrs/wk

SEAN EDWARDS

BOARD MEMBER

Board

1 hrs/wk

HOLLY FILES

BOARD MEMBER

Board

1 hrs/wk

MIKE FISHER

Secretary

Board

1 hrs/wk

JOE HERRLE

BOARD MEMBER

Board

1 hrs/wk

FREWINE KIROS

BOARD MEMBER

Board

1 hrs/wk

MARTHA MICKELSON

BOARD MEMBER

Board

1 hrs/wk

LOGWONE WARRIOR MITZ

BOARD MEMBER

Board

1 hrs/wk

AMANDA LANG

BOARD MEMBER

Board

1 hrs/wk

HEIDI SEXTON

BOARD MEMBER

Board

1 hrs/wk

TOM SOMA

CHAIR

Board

1 hrs/wk

JOHN STIREK

BOARD MEMBER

Board

1 hrs/wk

JOHN STIREK SR

BOARD MEMBER

Board

1 hrs/wk

JEFF STRICKLER

BOARD MEMBER

Board

1 hrs/wk

DUNCAN TAYLOR

BOARD MEMBER

Board

1 hrs/wk

MARC WRIGHT

BOARD MEMBER

Board

1 hrs/wk

BRIDGET BANZ

BOARD MEMBER

Board

1 hrs/wk

Grants received

Showing 51 of 51

FromAmountPurposeYear
$500K
FINANCIAL LITERACY PROGRAMS FOR CHILDREN
2024
$115K
GENERAL OPERATING (DAFFODIL GRANT)
2024
$100K
Funds from the Umpqua Bank Charitable Foundation will support Financial Beginnings' mission and ability to deliver high-quality and equitable financial empowerment education to our nearly 30,000 learners annually.
2024
$48K
K12 Education
2024
$45K
NEW PROGRAM STAFF
2024
$15K
GENERAL OPERATING SUPPORT
2024
$15K
GENERAL OPERATING
2024
$10K
General Operating Support
2024
$5K
Financial Education and Empowerment Strategic Planning
2024
$5K
GENERAL SUPPORT
2024
$3K
GENERAL OPERATING
2024
$500K
FINANCIAL LITERACY PROGRAMS FOR CHILDREN
2023
$194K
FINANCIAL EDUCATION DELIVERED VIA ELEARNING
2023
$13K
GENERAL OPERATING SUPPORT
2023
$6K
Expanding Comprehensive Financial Education for Youth in Underserved Communities
2023
$6K
For grant recipient's exempt purposes
2023
$5K
UNRESTRICTED GENERAL SUPPORT
2023
$500K
FINANCIAL LITERACY PROGRAMS FOR CHILDREN
2022
$14K
GENERAL SUPPORT
2022
$10K
GENERAL SUPPORT
2022
$10K
FINANCIAL BEGINNINGS NEBRASKA
2022
$10K
PROGRAM SUPPORT
2022
$5K
2022 OPERATING GRANT
2022
$5K
Expanding Comprehensive Financial Education for Yo
2022
$300K
FINANCIAL LITERACY PROGRAM
2021
$5K
GENERAL OPERATING
2021
$4K
Comprehensive Financial Education for Schools in S
2021
$275K
FINANCIAL LITERACY PROGRAM
2020
$50K
For grant recipient's exempt purposes
2020
$22K
GENERAL OPERATIONS
2020
$10K
GENERAL SUPPORT
2020
$5K
COVID-19 Special Allocation - Resource Connector
2020
$3K
GENERAL SUPPORT
2020
$80
GENERAL OPERATING SUPPORT
2020
$10K
VIDEO DEVELOPMENT
2019
$500
GENERAL OPERATING SUPPORT
2019
$210K
FINANCIAL LITERACY PROGRAM
2018
$5K
EDUCATION FINANCIAL EDUCATION PROGRAM 2018-19
2018
$200
GENERAL OPERATING SUPPORT
2018

Funded by

$3.3M from 29 funders · 51 grants · 2018–2024

Fairbridge Foundation

$2.3M · 6 grants · 2018–2024

M J Murdock Charitable Trust

$239K · 2 grants · 2023–2024

Donor Advised Charitable Giving Inc

$204K · 5 grants · 2018–2023

Umpqua Bank Charitable Foundation

$115K · 4 grants · 2021–2024

Marie Lamfrom Charitable Foundation

$115K · 1 grant · 2024

Fidelity Investments Charitable Gift Fund

$56K · 2 grants · 2020–2023

The Oregon Community Foundation

$48K · 1 grant · 2024

American Online Giving Foundation Inc

$38K · 3 grants · 2021–2024

Details

EIN203530960
NTEE codeP51
Subsection03
Ruling date2006-10
Formed2005
Employees23
Volunteers86
FINANCIAL BEGINNINGS — Mission, Financials & Grants Received | Grantivo