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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 54-1168566

YOUR ECONOMIC SUCCESS

Tax-exempt · HARRISONBURG, VA 22807

Financials

$222K$159K2023$208K$147K2024$170K$144K2025
Revenue Expenses · by fiscal year end
Financials of YOUR ECONOMIC SUCCESS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990$170,191$144,458$25,733$2,165,425$28,961$2,136,464
June 30, 2025990$208,390$146,967$61,423$1,942,713$29,671$1,913,042
June 30, 2024990$222,108$158,915$63,193$1,785,194$23,399$1,761,795
Financial details: 990 for the year ended June 30, 2026

Revenue

Contributions, gifts and grants
$74,929
of which government grants
$25,000
Program service revenue
$0
Investment income
$95,262
Net gain from sales of assets
$45,804
Other revenue
$0

Expenses

Grants and similar amounts paid
$108,035
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$6,290
Program services (functional)
$120,373
Management and general (functional)
$24,085

Balance sheet and other

Total assets, start of year
$1,942,713
Total assets, end of year
$2,165,425
Total liabilities, end of year
$28,961
Net assets, end of year
$2,136,464
Net assets without donor restrictions
$2,068,927
Net assets with donor restrictions
$67,537
Gross receipts
$170,191
Employees
0
Volunteers
16
Year formed
1981
State of legal domicile
VA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
MATT VON SCHUCHCHAIR
Trustee or director, Officer
0$0
MICHAEL GOCHENOURVICE CHAIR
Trustee or director, Officer
0$0
LYDIA HEATWOLETREASURER
Trustee or director, Officer
0$0
ANNE WHITNEY FLINTSECRETARY
Trustee or director, Officer
0$0
CRAIG ANDERSMEMBER
Trustee or director
0$0
STEPHANNE BYRDMEMBER
Trustee or director
0$0
QUINTON CALLAHANMEMBER
Trustee or director
0$0
PAUL CLINEMEMBER
Trustee or director
0$0
VADA KELLEYMEMBER
Trustee or director
0$0
SEAN MCGOWANMEMBER
Trustee or director
0$0
CARI OREBAUGHMEMBER
Trustee or director
0$0
CHRISTOPHER QUINNMEMBER
Trustee or director
0$0
ABE SHEARERMEMBER
Trustee or director
0$0
ANDY VANHOOKMEMBER
Trustee or director
0$0
DANIELLE ROPPMEMBER
Trustee or director
0$0
3 more people on this return
NameTitleHours / weekCompensation
WINSTON WEAVERMEMBER
Trustee or director
0$0
MICHAEL BUSINGEX-OFFICIO MEMBER
Institutional trustee
0$0
JEFF SHANKEX-OFFICIO MEMBER
Institutional trustee
0$0
990 for the year ended June 30, 2025: 18 people
NameTitleHours / weekCompensation
MATT VON SCHUCHCHAIR
Trustee or director, Officer
0$0
MICHAEL GOCHENOURVICE CHAIR
Trustee or director, Officer
0$0
LYDIA HEATWOLETREASURER
Trustee or director, Officer
0$0
ANNE WHITNEY FLINTSECRETARY
Trustee or director, Officer
0$0
CRAIG ANDERSMEMBER
Trustee or director
0$0
STEPHANNE BYRDMEMBER
Trustee or director
0$0
QUINTON CALLAHANMEMBER
Trustee or director
0$0
PAUL CLINEMEMBER
Trustee or director
0$0
VADA KELLEYMEMBER
Trustee or director
0$0
SEAN MCGOWANMEMBER
Trustee or director
0$0
CARI OREBAUGHMEMBER
Trustee or director
0$0
CHRISTOPHER QUINNMEMBER
Trustee or director
0$0
ABE SHEARERMEMBER
Trustee or director
0$0
ANDY VANHOOKMEMBER
Trustee or director
0$0
DANIELLE ROPPMEMBER
Trustee or director
0$0
WINSTON WEAVERMEMBER
Trustee or director
0$0
MICHAEL BUSINGEX-OFFICIO MEMBER
Institutional trustee
0$0
JEFF SHANKEX-OFFICIO MEMBER
Institutional trustee
0$0
990 for the year ended June 30, 2024: 18 people
NameTitleHours / weekCompensation
STEPHANNE S BYRDCHAIR
Trustee or director, Officer
0$0
MARK HANNAVICE CHAIR
Trustee or director, Officer
0$0
LYDIA HEATWOLETREASURER
Trustee or director, Officer
0$0
ANNE WHITNEY FLINTSECRETARY
Trustee or director, Officer
0$0
CRAIG ANDERSMEMBER AT LARGE
Trustee or director
0$0
PAUL S CLINEMEMBER AT LARGE
Trustee or director
0$0
MICHAEL GOCHENOURMEMBER AT LARGE
Trustee or director
0$0
VADA KELLEYMEMBER AT LARGE
Trustee or director
0$0
SEAN MCGOWANMEMBER AT LARGE
Trustee or director
0$0
CARI OREBAUGHMEMBER AT LARGE
Trustee or director
0$0
CHRISTOPHER QUINNMEMBER AT LARGE
Trustee or director
0$0
ABE SHEARERMEMBER AT LARGE
Trustee or director
0$0
ANDY VANHOOKMEMBER AT LARGE
Trustee or director
0$0
MATT VON SCHUCHMEMBER AT LARGE
Trustee or director
0$0
WINSTON WEAVER JRMEMBER AT LARGE
Trustee or director
0$0
MICHAEL E BUSINGEX-OFFICIO DIRECTOR
Institutional trustee
0$0
JEFF SHANKEX-OFFICIO DIRECTOR
Institutional trustee
0$0
XOCHITL MARTINEZEX-OFFICIO DIRECTOR
Institutional trustee
0$0

Address and contacts

Address (IRS master file)
MSC 5503 JAMES MADISON UNIVERSITY, HARRISONBURG, VA 22807-0001
Principal officer (990 for 2025)
LYDIA HEATWOLE, MSC 5503 JAMES MADISON UNIVERSITY, HARRISONBURG, VA 22807
Signed the 990
LYDIA HEATWOLE, TREASURER
Phone
(540) 568-3244
Return prepared by
PBMARES LLP

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.

990 for the year ended June 30, 2026

Program accomplishments

  • OUR LARGEST PROGRAM EXPENSE INVOLVED PAYMENT TO JAMES MADISON UNIVERSITY WHICH, IN TURN, PAID THE SALARY TO SUPPORT A FULL-TIME TEACHER ADVOCATE AND CONSULTANT WHO DELIVERED ECONOMIC AND FINANCIAL LITERACY EDUCATIONAL PROGRAMS AND RESOURCES PRIMARILY FOR THE BENEFIT OF LOCAL TEACHERS. OUR PROGRAM REACH EXTENDS TO THE REGION, STATE, AND NATION THROUGH IN-PERSON AND VIRTUAL PRESENTATIONS.* YES SPONSORED TEACHER WORKSHOPS REACHED 193 TEACHERS AND AN ESTIMATED 5,931 STUDENTS..* 7 NATIONAL PRESENTATIONS REACHED 149 TEACHERS AND AN ESTIMATED 1,490 STUDENTS.IN ADDITION TO PROVIDING WORKSHOPS AND PRESENTATIONS THROUGHOUT THE YEAR, THIS INDIVIDUAL ASSISTED TEACHERS IN INCOPORATING ECONOMICS AND PERSONAL FINANCE INTO THEIR LESSONS AND ACTIVITIES VIA PHONE, EMAIL, ZOOM, OR IN THEIR CLASSROOMS, AS REQUESTED, AND OVERSAW ALL OTHER PROGRAMS OFFERED BY YES.
    Expenses $108,035 · grants $108,035
  • THE STOCK MARKET GAME WAS THE SECOND LARGEST PROGRAM EXPENSE IN THIS FISCAL YEAR. THIS IS A NATIONAL COMPREHENSIVE ECONOMICS AND PERSONAL FINANCE EDUCATION PROGRAM FOR GRADES 4 TO 12. 67 ELEMENTARY, MIDDLE AND HIGH SCHOOL TEACHERS IN OUR REGION AND 1,446 STUDENTS PARTCIPATED IN THE PROGRAM. FOUR LOCAL TEAMS WON AT THE STATE LEVEL. YES HOSTED A RECEPTION TO CELEBRATE AND RECONIZE 16 OF THE TOP TEAMS IN OUR REGION.
    Expenses $8,690
  • THE MINI-ECONOMY, CULMINATING IN THE GLOBAL ENTREPRENEURSHIP MARKETPLACE (GEM) FAIR, WAS OUR THIRD LARGEST PROGRAMMING EXPENSE. A MINI-ECONOMY IS A CLASSROOM SIMULATION WHICH ALLOWS STUDENTS TO LEARN REAL WORLD LESSONS ON HOW MARKETS WORK. STUDENTS LEARN ABOUT CURRENCY, JOBS, GOODS VS. SERVICES, COST OF GOODS SOLD, PRICING, MARKETING, AND HOW PRODUCERS AND CONSUMERS INTERACT IN THE MARKETPLACE.* 20 TEACHERS HOSTED MINI ECONOMIES IN THEIR CLASSROMS AND REACHED 285 STUDENTS. * 10 TEACHERS CHECKED OUT MINI ECONOMY BOXES WHICH HAD ALL MATERIALS FOR RUNNING A CLASSROOM MINI-ECONOMY, REACHING 300 STUDENTS. * 22 TEACHERS AND 428 STUDENTS ATTENDED THE GEM FAIR THIS YEAR. ANOTHER PARTNER, EXPLORE MORE DISCOVERY MUSEUM HOSTED A MINI-ECONOMY CALLED CAMP MILLIONAIRE IN WHICH 30 STUDENTS PARTCIPATED.
    Expenses $1,843
  • "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."
    Expenses $1,805

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990 on file
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
54-1168566
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1981
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Social science (V22I)
Assets (IRS master file)
$2,165,425
Income (IRS master file)
$170,191

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2026$170,191$144,458$2,165,425XML
990June 2025$208,390$146,967$1,942,713XML
990June 2024$222,108$158,915$1,785,194XML
990June 2023$185,038$144,039$1,631,089IRS
990June 2022$382,179$145,044$1,644,586IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-1168566).

Questions about YOUR ECONOMIC SUCCESS

What is the EIN of YOUR ECONOMIC SUCCESS?
The employer identification number (EIN) of YOUR ECONOMIC SUCCESS is 54-1168566.
Is YOUR ECONOMIC SUCCESS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
Are donations to YOUR ECONOMIC SUCCESS tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does YOUR ECONOMIC SUCCESS file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of YOUR ECONOMIC SUCCESS due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did YOUR ECONOMIC SUCCESS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2026.
Who is the principal officer of YOUR ECONOMIC SUCCESS?
The 990 for the year ended June 30, 2026 names LYDIA HEATWOLE.
Who are the officers and directors of YOUR ECONOMIC SUCCESS?
The 990 for the year ended June 30, 2026 lists 18 people; 0 received compensation from the organization.
How much revenue does YOUR ECONOMIC SUCCESS have?
On its 990 for the year ended June 30, 2026 it reported revenue of $170,191, expenses of $144,458 and total assets of $2,165,425 at year end.

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