THE ALPAUGH FAMILY ECONOMICS CENTER FOR EDUCATION AND RESEARCH Charity Report

Public IRS 990 nonprofit record

THE ALPAUGH FAMILY ECONOMICS CENTER FOR EDUCATION AND RESEARCH

EIN 31-0898481 · Science & Technology Research Institutes & Services (V22P)

What they do

THE ECONOMICS CENTER PROVIDES STUDENTS IN GRADES K-12 WITH THE BASIC KNOWLEDGE ABOUT EARNING MONEY, SETTING BUDGETS, LIVING WITHIN MEANS and SAVING for THE FUTURE. STUDENTS ARE ALSO INTRODUCED to THE STOCK MARKET and THE CONCEPT of INVESTING and LEARN HOW LOCAL, REGIONAL, NATIONAL, and GLOBAL ISSUES INFLUENCE PERSONAL WEALTH.EACH YEAR THE CENTER REACHES:- 6,200 ELEMENTARY STUDENTS FROM 25 ELEMENTARY SCHOOLS- 4,900 HIGH SCHOOL STUDENTS for VARIOUS FINANCIAL EDUCATION PROGRAMS- OVER 500 TEACHERS TRAINED IMPACTING 26,000 STUDENTS

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $81.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders40 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

74.78%of revenue went to mission work81.4% of expenses · Program services

6.97%of revenue went to fundraising7.6% of expenses

$91.88spent for every $100 of revenueRevenue covered expenses this year.

10.12%of revenue went to management and office costs11.0% of expenses

$3.98in assets for every $1 spent this yearSome assets cannot be spent right away.

26.3%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $173,354 for RICHARD EVANS (CO-EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$2,115,052

Mission workProgram services$1,581,74174.78% of revenue81.4% of expenses

ManagementOffice and general costs$214,01810.12% of revenue11.0% of expenses

FundraisingAsking for donations$147,4906.97% of revenue7.6% of expenses

Revenue left after expensesReported annual surplus$171,8038.12% of revenueShown in gray on the chart

Total expenses$1,943,24991.88% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 81.4% mission · 11.0% management · 7.6% fundraisingTotal expenses: 91.88% of revenue

2023Expense mix: 81.3% mission · 11.2% management · 7.5% fundraisingTotal expenses: 86.13% of revenue

2022Expense mix: 80.4% mission · 11.8% management · 7.8% fundraisingTotal expenses: 93.62% of revenue

2021Expense mix: 80.9% mission · 11.5% management · 7.5% fundraisingTotal expenses: 80.24% of revenue

2020Expense mix: 80.7% mission · 12.7% management · 6.6% fundraisingTotal expenses: 81.99% of revenue

2019Expense mix: 85.4% mission · 9.9% management · 4.6% fundraisingTotal expenses: 49.62% of revenue

2018Expense mix: 87.2% mission · 9.8% management · 3.0% fundraisingTotal expenses: 103.98% of revenue

2017Expense mix: 85.7% mission · 10.5% management · 3.7% fundraisingTotal expenses: 77.92% of revenue

Money in and money out

Revenue$2,115,052

Expenses$1,943,249

Annual surplus $171,803 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$1,581,741 · 81.4% of expenses

Management and office costs$214,018 · 11.0% of expenses

Fundraising$147,490 · 7.6% of expenses

See all reported dollar amounts

Revenue$2,115,052

Expenses$1,943,249

Assets$7,733,651

Income$2,115,052

Contributions$555,650

Mission work (program services)$1,581,741

Fundraising$147,490

Management and general$214,018

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

RICHARD EVANSCO-EXECUTIVE DIRECTOR · 40 hrs/week $173,354Base $153,927 · Other $19,427

SUSAN HEILMAYERCO-EXECUTIVE DIRECTOR · 40 hrs/week $170,856Base $152,878 · Other $17,978

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (40)

RICHARD EVANSCO-EXECUTIVE DIRECTOR

SUSAN HEILMAYERCO-EXECUTIVE DIRECTOR

PETER A ALPAUGHTRUSTEE

JOHN J FRANK JRTRUSTEE

LAKISHA HIGGINSTRUSTEE

LISA KUETHETRUSTEE

LORI POOLETRUSTEE

MARI PHILLIPSTRUSTEE

MATT BARNEYVICE CHAIR

MATT IACOBUCCITRUSTEE

MICHAEL DAILEYTRUSTEE

NATHAN BACHRACHTRUSTEE

JOHN STEINERTRUSTEE

SEAN V MCGRORYTRUSTEE

SUSAN LANGTRUSTEE

SUSAN ZAUNBRECHERTRUSTEE

T BRIAN BROCKHOFFTRUSTEE

TANYA WEST WRIGHTTRUSTEE

WAYNE MILLERTRUSTEE

WILLIAM L NEYERTRUSTEE

DOUG MARSHTRUSTEE

ALFONSO CORNEJOTRUSTEE

BEN WILLINGHAMCHAIR

CHARLES YOUNG JRTREASURER

CHRISTOPHER S HABELTRUSTEE

CINDY TSAITRUSTEE

COLLEEN HAASTRUSTEE

DANYA KARRAMTRUSTEE

DAVID OKUNTRUSTEE

DIANE ALTMIXTRUSTEE

AL RIDDICKSECRETARY

DOUGLAS BOLTONTRUSTEE

ED HUDSONTRUSTEE

EUGENE BLALOCKTRUSTEE

HARRY SNYDERTRUSTEE

JAMES HENDRICKSTRUSTEE

JB BUSE JRTRUSTEE

JERMAINE CARTERTRUSTEE

JIM ORTMANTRUSTEE

JOHN MICHELMANTRUSTEE

About this charity

Recognized since: January 1977
Location: 225 CALHOUN ST STE 370, CINCINNATI, OH 45219-2192
County: Hamilton
In care of: SUSAN HEILMAYER
Primary officer: SUSAN HEILMAYER, CO-EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Phone(513) 556-2952

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: DEAN DORTON ALLEN FORD PLLC
NTEE classification: Science & Technology Research Institutes & Services (V22P)