Five Buckets Foundation

San Francisco, CA   |  5buckets.org

Mission

Our mission is to ensure that everyone—regardless of their stage in life—has the financial tools necessary to lead a successful future.

Ruling year info

2019

Executive Director

Yasi Agah

Founder

Steve Mayer

Main address

235 Montgomery Street 30th Floor

San Francisco, CA 94104 USA

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EIN

83-2492102

NTEE code info

Financial Institutions/Services (Non-Government Related) (W60)

Secondary/High School (B25)

Business, Youth Development (O53)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

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Communication

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

Our problem that we are working to address is lack of financial literacy education in young adults and working professionals. Topics such as budgeting, credit cards and debt, student loans and taxes are necessary to know but never taught to young adults in school. Similarly, ideas such as saving up for retirement, estate planning and insurance are not clearly taught to working professionals. Our organization has made resources, whether you're a teenager all the way to retiring your career, to teach people about all stages of personal finance.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Personal Finance Presentations to Young Adults

Through our foundation we are able to give presentations on financial topics and distribute our book explaining all these topics in depth. We plan to give presentations at high schools, colleges, organizations, charities and other communities that strive to educate our nation’s youth. We sell three books at our foundation, 2 financial guides and one compilation of short stories, and 100% of the proceeds benefit the foundation. All the money from the foundation covers production costs so we are able to give students our financial guide, free of charge.

Population(s) Served
Adolescents
Young adults

Where we work

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

Our goals are to increase our portfolio of financial literacy content, establish a strong presence as a financial literacy educator in the Bay Area, raise funds and awareness in order to allow continued growth of the foundation and have best in class legal, financial and governance of the nonprofit. These goals will help us achieve our mission to ensure that everyone - regardless of their stage in life - has the financial tools necessary to lead a successful future.

Our strategies are creating specific key metrics under each goal in order to ensure their success.

For increasing our portfolio of financial literacy content, we are re-editing our books, creating online webinars, assembling a Veteran's committee in order to create the Veteran's edition of our book, and launching one page brochures for each financial topic.

To establish ourselves as a strong financial literacy educator in the Bay Area, we aim to give 3 presentations a quarter to new organizations, hand out over 250 books per quarter, measure our financial literacy success through surveys and continue outreach to potential partners.

In order for us to continue our growth, we will focus on raising funds and awareness. Our fundraising and marketing strategies include book sales, fundraising events such as happy hours and an annual gala, monthly giving, a holiday gift guide, social media fundraisers and campaigns along with individual giving.

Our last goal, to be a best in class legal, financial and governance profit, will hire a pro-bono lawyer, use our accounting firm partner and our Board in order to have our legal, financial and governance meet all necessary requirements.

Our capabilities for meeting our goals are our Executive Director's, Yasi Agah, passion and grit, our nonprofit consultant's, Julie Barton, experience and expertise, and our Founder's, Steve Mayer, resources and network.

Yasi Agah, our Executive Director, has always had a passion for helping others and getting involved in the nonprofit world. Her hard work and tenacity to push through obstacles is a main reason that the Foundation has made so much progress. With her help, we have finished all of our books, created online resources, created objectives and key metrics, a business plan, managed and communicated with the Board, created and operated social media and executed daily operations. Her energy and positive spirit are a huge reason why the Foundation is capable to reach its goals.

Julie Barton, our nonprofit consultant, has had years of experience in the nonprofit world to give our organization the guidance and support that it needs. With her help, we have created a fundraising plan, strategic plan, operations plan, perfected our nonprofit compliance, created organizational plan for the Board and helped our organization think of the big picture of our goals. With her help, we have the experience to reach out goals.

Steve Mayer, our Founder, has had years of experience on nonprofit Boards, has a strong and supportive network and believes in his mission of providing financial literacy tools to everyone. Steve has worked in accounting for over 40 years and as a CPA has a plethora of important connections. By starting over 15 businesses, Steve has people who can help in almost any industry. With his network, we created a nationwide Board of Presidents, Executive and Educators. He has financially supported the Foundation through its first year and is excited to see where our goals will take us.

We have accomplished the follow key results: creating online videos of curriculum content (we created 5-7 minute videos of all 14 chapters of our Adulting 101 chapters), have presented to 3 new organizations for Q2 2020, distributed 250 books, currently have more than 70% of 100+ survey responses that agree they feel more financially empowered after our presentations, scheduled our first fundraising event for October, have sent out 2 Grant applications so far, are writing and editing our bylaws, and have our current 501(c)(3) compliance completed.

What's coming up next is creating a Veteran's edition of our book, continuing to book 3 new presentations / quarter with 250+ books handed out, hosting our first fundraising event, sending out 2 more grant applications by the end of Q3, created at least 5 corporate partnerships and 3 nonprofit partnerships, getting our books into the holiday gift guides around the Bay Area and having a lawyer finalize our bylaws, licensing agreement and all governance compliance.

Financials

Five Buckets Foundation
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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Five Buckets Foundation

Board of directors
as of 4/1/2021
SOURCE: Self-reported by organization
Board chair

Steve Mayer

Janis MacKenzie

Founder & President, MacKenzie Communications

Ted Simendinger

President & CEO, Ocean Palmer Associates

Jim Woolwine

Retired, Chairman of Presidio Bank

Michael Mayer

Managing Partner, Mayer Capital Management

Karen Kehl-Rose

Past President, LEA Global

Michael Howland

President & CEO, Jacksonville Speech and Hearing Center

Dylan Mayer

Business Process Manager, Service West Inc.

Michael Tucker

Former President of Books Inc.

Andrew Currier

President of Archbishop Riordan High School

Organizational demographics

SOURCE: Self-reported; last updated 01/07/2020

Who works and leads organizations that serve our diverse communities? GuideStar partnered on this section with CHANGE Philanthropy and Equity in the Center.

Leadership

No data

The organization's co-leader identifies as:

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Race & ethnicity

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Gender identity

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Sexual orientation

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Disability

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