FORM 1023-EZ for FINANCIAL LITERACY PROJECT

Field Data
EIN 47-2296916
Case Number EO-2018054-000123
Form 1023-EZ version 12018
Eligibility Worksheet 1
Organization Name FINANCIAL LITERACY PROJECT
Organization’s Mailing Address 1100 CAMBRIDGE LANE
City NEWPORT BEACH
State CA
ZIP 92660-5607
Accounting period End 12
Primary contact name MITCHELL MORRISON
Primary contact phone [Hidden]
Primary contact phone extension [Hidden]
Primary contact fax [Hidden]
User fee submitted $275.00
Officer/Director/Trustee One

MITCHELL MORRISON
DIRECTOR AND PRESIDENT
1100 CAMBRIDGE LANE
NEWPORT BEACH CA 92660-5607

Officer/Director/Trustee Two

CYNTHIA STADELMAN
DIRECTOR TREASURER AND SECRETARY
783 CALLE VALLARTA
SAN CLEMENTE CA 92673

Officer/Director/Trustee Three

CHERYL FOSTER
DIRECTOR
783 CALLE VALLARTA
SAN CLEMENTE CA 92673

Officer/Director/Trustee Four

WILLIAM MALCOLM ODONNELL
DIRECTOR
1100 CAMBRIDGE LANE
NEWPORT BEACH CA 92660-5607

Organization’s website
Organization’s email
Organization Incorporated Yes
Organization trust No
Necessary Organizing Documents Yes
Organization Incorporation Date 10/28/14
Organization Incorporation State CA
Contains Limitation Yes
Does not expressly empower Yes
Contains dissolution Yes
National Taxonomy of Exempt Entities (NTEE) code B90 - Educational Services and Schools - Other
Organization’s purpose Charitable: Yes
Religious: No
Educational: Yes
Scientific: No
Literary: No
Public Safety: No
Amateur Sports: No
Cruelty Prevention: No
Qualify For Exemption No
Legislation influence No
Compensation of Officer director trustee Yes
Donation of funds No
Conducting Activities Outside of United States No
Financial transactions with officers No
Unrelated Gross Income $1,000 or More No
Gaming Activity No
Disaster relief assistance No
One Third Support Public Yes
One Third Support Gifts No
Benefit of College No
Private Foundation 508(e) No
Seeking Retroactive Reinstatement Yes
Seeking Section 7 Reinstatement No
Correctness Declaration Yes
Signature Name MITCHELL MORRISON
Signature Title DIRECTOR AND PRESIDENT
Signature Date 2/21/18

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