Your Economic Success
Nonprofit profile at a glance
- EIN
- 541168566
- IRS 990 coverage
- 2014–2025
- Forms available
- Form 990 2025
- Location
- Harrisonburg, VA, USA
- Phone
- 5405683244
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Economics
Reported finances
- Revenue
- $170,191
- Expenses
- $144,458
- Assets
- $2,165,425
- Liabilities
- $28,961
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
18 people listed
People named in this filing
- MATT VON SCHUCH (CHAIR)
- MICHAEL GOCHENOUR (VICE CHAIR)
- LYDIA HEATWOLE (TREASURER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.
What it reported doing in 2025
"another significant program involved our partnership with the harrisonburg rotary club and the local chamber of commerce to present cash prizes in a contest among all local elementary, middle school, and high school teachers for the best economic and financial literacy education lessons.yes also partnered with local career and technical education teachers/coordinators to host an annual event for high school and middle school students to develop their leadership abilities, communications skills, teamwork and other valuable soft skills they will need for successful careers in business. That partnership has grown to include a new young entrepreneur summit to teach students the foundations of entrepreneurship and starting a business.* the yes business xchange high school and middle school events reached 20 teachers and 116 students. The young entrepreneur summit reached 11 teachers and 66 students *yes provided ""econ explorer boxes"" which included all materials, handouts, and resources for student activities for stand-alone economics units. 10 teachers checked out econ explorer boxes for first and second grades an reached an estimated 300 students."
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Grant intermediary. The nonprofit sent 90% of its reported program spending out as grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and some filed totals do not add up.
Rating breakdown
- Financial Efficiency: 82
- Transparency & Controls: 88
- Accountability: 82
- Sustainability: 70
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 98.1%; rating input score 98
- Program expense ratio: 83.3%; rating input score 83
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 90.9%; rating input score 91; 15th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 98.7%; rating input score 99; 60th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 4 of 7 controls in place; rating input score 57
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Fail
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 15.1%; rating input score 65; 65th percentile among comparable filings
- Total-asset coverage ratio: 14.99; rating input score 93; 93rd percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 37; 37th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings
Growth
- Program expense growth: 5.4% per year; rating input score 100; 52nd percentile among comparable filings
- Revenue growth: 11.1% per year; rating input score 100; 72nd percentile among comparable filings
- Asset growth: 3.5% per year; rating input score 100; 37th percentile among comparable filings
Details
- Where the money goes: 98.1% of revenue deployed · 83.3% of spending went to programs
- Governance: 16 of 16 board members independent · 4 of 7 filing controls reported
- Programs: 4 filed program accomplishments · $120K in reported program spending
- Leadership: top reported pay $0 · 18 people listed
- Consistency: 18 of 20 current checks pass · 2 findings to review
- Schedules: 5 filed schedules · includes major donors and grants
- Filing history: 12 filing years from 2014 to 2025
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Accountability: Governance controls: 3 of 7 not reported.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
- Moderate — Sustainability: Liabilities to assets ratio scored 37/100.