Delaware Financial Education Allian
Donations deductibleRevenue
$685k
year to 31 May 2025
Expenses
$596k
year to 31 May 2025
Total assets
$959k
$24k liabilities
Net assets
$935k
assets less liabilities
Directors and trustees
16
4.2 years on average
Staff
0
employees, year to 31 May 2025
Chair observed
≥5 yrs
Caroline H Dickerson
Left since last filing
0
no seats appear to have opened
Delaware Financial Education Allian's network
16 people8 organisationsi16 people and 8 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (16). Violet dotted lines (23) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
16 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 16 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Caroline H Dickerson Chair | Chair-Elect | 2021 | 5 yrs |
| Matthew Parks Chair | Chair | 2020 | 6 yrs |
| Tarrie Miller Chair | Past Chair | 2020 | 6 yrs |
| Bill Lafond | Director | 2024 | 2 yrs |
| Christine Davis | Director | 2024 | 2 yrs |
| Diana Clift | Director - at - Large | 2021 | 5 yrs |
| Don Mell | Director | 2024 | 2 yrs |
| George Kern | Director | 2020 | 6 yrs |
| Greg Miraglia | Director | 2023 | 3 yrs |
| Isabel R Araujo | Director | 2023 | 3 yrs |
| Jason Gaughan | Director | 2024 | 2 yrs |
| Jennifer Golek | Director | 2024 | 2 yrs |
| Joel Schiller | Director | 2022 | 4 yrs |
| Katie Wilkinson | Director | 2024 | 2 yrs |
| Lisa P Kirkwood (also filed as Lisa Kirkwood) | Director | 2019 | 7 yrs |
| Nicolas Jafarieh | Director - at - Large | 2023 | 3 yrs |
Officers and senior leadership
4 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Gregory Koseluk | VP MKTG & Public Relations | since 2024 |
| Karyn Polak | President, CEO & Treasurer | 2025 |
| Margaret E Cregan | VP, Membership & Administration | since 2019 |
| Sarah A Long | President, CEO & Treasurer | since 2019 |
Pay and hours
year to 31 May 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Matthew Parks | Chair | 0.5 | $0 | ||
| Caroline H Dickerson | Chair-Elect | 0.5 | $0 | ||
| Tarrie Miller | Past Chair | 0.5 | $0 | ||
| Diana Clift | Director - at - Large | 0.5 | $0 | ||
| Nicolas Jafarieh | Director - at - Large | 0.5 | $0 | ||
| Isabel R Araujo | Director | 0.5 | $0 | ||
| Lisa Kirkwood | Director | 0.5 | $0 | ||
| Christine Davis | Director | 0.5 | $0 | ||
| Jason Gaughan | Director | 0.5 | $0 | ||
| Jennifer Golek | Director | 0.5 | $0 | ||
| George Kern | Director | 0.5 | $0 | ||
| Bill Lafond | Director | 0.5 | $0 | ||
| Don Mell | Director | 0.5 | $0 | ||
| Greg Miraglia | Director | 0.5 | $0 | ||
| Joel Schiller | Director | 0.5 | $0 | ||
| Katie Wilkinson | Director | 0.5 | $0 | ||
| Margaret E Cregan | Chief Administrative Officer | 8 | $0 | $122k | |
| Gregory Koseluk | SVP MKTG & Public Relations | 14 | $0 | $124k | |
| Karyn Polak | President, CEO & Treasurer | 14 | $0 | ||
| Sarah A Long | Former President, CEO & Treasurer | 14 | $0 | $349k |
About
- Legal name
- Delaware Financial Education Allian
- EIN
- 222549908
- Address
- Po Box 494, Dover, DE, 19903-0494
- State
- Delaware
- Mission
- To provide financial literacy training designed for and targeted to persons of low and moderate income in the state of delaware through a variety of educational programs and to provide quality training programs to employees of member banks in the financial services industry in delaware. (as filed on the Form 990)
- Activity (NTEE)
- W60Z Public and societal benefit
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Public & Societal Benefit
- Size band
- 5 (IRS master file code)
- Formed
- 1983
- Principal officer
- Karyn Polak (as named on the Form 990)
- IRS ruling date
- 1 December 1984
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥7years on the filingsLisa P Kirkwood
≥6years on the filingsMatthew Parks
≥6years on the filingsTarrie Miller
≥6years on the filingsGeorge Kern
Latest return
year to 31 May 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 May 2025. US dollars, as filed.- Total assets
- $959k
- Total liabilities
- $24k
- Net assets or fund balances
- $935k
- Contributions and grants received
- $61k
- Program service revenue
- $590k
- Employees
- 0
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $685k | $596k | $89k |
As filed on the IRS Form 990. US dollars.