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Employer Identification Number 20-0863779

FINRA INVESTOR EDUCATION FOUNDATION is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:FINRA INVESTOR EDUCATION FOUNDATION
Employer identification number (EIN):20-0863779
EIN Issuing AuthorityInternet
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code
State of IncorporationDistrict of Columbia, DC

Organization Overview

Mission StatementTHE MISSION IS TO PROVIDE UNDERSERVED AMERICANS WITH THE KNOWLEDGE, SKILLS AND TOOLS NECESSARY FOR FINANCIAL SUCCESS THROUGHOUT LIFE.
Number of Employees0
Number of Volunteers6
Year Formed2004

Organization Governance

Legal DomicileDE
Voting Members - Governing Body7
Voting Members - Independent6

Organization Financials

2022-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 1,763,625
Investment Income from current yearUSD $ 3,987,763
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 23,854,540
Net assets / fund balances at end of fiscal yearUSD $ 67,905,147
Net assets / fund balances at beginning of fiscal yearUSD $ 76,281,365
Total liabilities at end of fiscal yearUSD $ 584,888
Total liabilities at beginning of fiscal yearUSD $ 380,243
Total assets at end of fiscal yearUSD $ 68,490,035
Total assets at beginning of fiscal yearUSD $ 76,661,608
Revenues less expenses for current yearUSD $ 5,601,424
Revenues less expenses for previous yearUSD $ -1,154,865
Total expenses for current yearUSD $ 4,246,470
Total expenses for previous yearUSD $ 3,122,139
Other expenses in current yearUSD $ 3,689,172
Other expenses in previous yearUSD $ 2,813,816
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 557,298
Grants and similar amounts paid in previous yearUSD $ 308,323
Total revenue in current fiscal yearUSD $ 9,847,894
Total revenue in previous fiscal yearUSD $ 1,967,274
Contributions and grants from current yearUSD $ 5,860,131
Contributions and grants from previous yearUSD $ 203,649
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Revenue from membership duesUSD $ 0
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 0
2021-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ -3,598,748
Investment Income from current yearUSD $ 1,763,625
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 5,174,307
Net assets / fund balances at end of fiscal yearUSD $ 76,281,365
Net assets / fund balances at beginning of fiscal yearUSD $ 74,460,688
Total liabilities at end of fiscal yearUSD $ 380,243
Total liabilities at beginning of fiscal yearUSD $ 570,550
Total assets at end of fiscal yearUSD $ 76,661,608
Total assets at beginning of fiscal yearUSD $ 75,031,238
Revenues less expenses for current yearUSD $ -1,154,865
Revenues less expenses for previous yearUSD $ -6,295,594
Total expenses for current yearUSD $ 3,122,139
Total expenses for previous yearUSD $ 2,884,900
Other expenses in current yearUSD $ 2,813,816
Other expenses in previous yearUSD $ 2,635,371
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 308,323
Grants and similar amounts paid in previous yearUSD $ 249,529
Total revenue in current fiscal yearUSD $ 1,967,274
Total revenue in previous fiscal yearUSD $ -3,410,694
Contributions and grants from current yearUSD $ 203,649
Contributions and grants from previous yearUSD $ 188,054
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Revenue from membership duesUSD $ 0
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 0
2020-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 388,396
Investment Income from current yearUSD $ -3,598,748
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 18,985,356
Net assets / fund balances at end of fiscal yearUSD $ 74,460,688
Net assets / fund balances at beginning of fiscal yearUSD $ 75,144,875
Total liabilities at end of fiscal yearUSD $ 570,550
Total liabilities at beginning of fiscal yearUSD $ 524,362
Total assets at end of fiscal yearUSD $ 75,031,238
Total assets at beginning of fiscal yearUSD $ 75,669,237
Revenues less expenses for current yearUSD $ -6,295,594
Revenues less expenses for previous yearUSD $ -3,324,335
Total expenses for current yearUSD $ 2,884,900
Total expenses for previous yearUSD $ 3,886,514
Other expenses in current yearUSD $ 2,635,371
Other expenses in previous yearUSD $ 3,447,057
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 249,529
Grants and similar amounts paid in previous yearUSD $ 439,457
Total revenue in current fiscal yearUSD $ -3,410,694
Total revenue in previous fiscal yearUSD $ 562,179
Contributions and grants from current yearUSD $ 188,054
Contributions and grants from previous yearUSD $ 173,783
Gross income from fundraising eventsUSD $ 0
Revenue from membership duesUSD $ 0
Total of other revenueUSD $ 0
2019-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 1,020,006
Investment Income from current yearUSD $ 388,396
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 1,214,395
Net assets / fund balances at end of fiscal yearUSD $ 75,144,875
Net assets / fund balances at beginning of fiscal yearUSD $ 75,223,847
Total liabilities at end of fiscal yearUSD $ 524,362
Total liabilities at beginning of fiscal yearUSD $ 318,500
Total assets at end of fiscal yearUSD $ 75,669,237
Total assets at beginning of fiscal yearUSD $ 75,542,347
Revenues less expenses for current yearUSD $ -3,324,335
Revenues less expenses for previous yearUSD $ -1,826,315
Total expenses for current yearUSD $ 3,886,514
Total expenses for previous yearUSD $ 3,981,067
Other expenses in current yearUSD $ 3,447,057
Other expenses in previous yearUSD $ 3,661,889
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 439,457
Grants and similar amounts paid in previous yearUSD $ 319,178
Total revenue in current fiscal yearUSD $ 562,179
Total revenue in previous fiscal yearUSD $ 2,154,752
Contributions and grants from current yearUSD $ 173,783
Contributions and grants from previous yearUSD $ 1,134,746
Total of other revenueUSD $ 0
2018-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 9,301,819
Investment Income from current yearUSD $ 1,020,006
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 5,300,865
Net assets / fund balances at end of fiscal yearUSD $ 75,223,847
Net assets / fund balances at beginning of fiscal yearUSD $ 79,782,063
Total liabilities at end of fiscal yearUSD $ 318,500
Total liabilities at beginning of fiscal yearUSD $ 219,561
Total assets at end of fiscal yearUSD $ 75,542,347
Total assets at beginning of fiscal yearUSD $ 80,001,624
Revenues less expenses for current yearUSD $ -1,826,315
Revenues less expenses for previous yearUSD $ 6,097,077
Total expenses for current yearUSD $ 3,981,067
Total expenses for previous yearUSD $ 3,286,415
Other expenses in current yearUSD $ 3,661,889
Other expenses in previous yearUSD $ 2,882,421
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 319,178
Grants and similar amounts paid in previous yearUSD $ 403,994
Total revenue in current fiscal yearUSD $ 2,154,752
Total revenue in previous fiscal yearUSD $ 9,383,492
Contributions and grants from current yearUSD $ 1,134,746
Contributions and grants from previous yearUSD $ 81,673
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 0
2017-12-31
Total unrelated business incomeUSD $ -36,293
Net unrelated business incomeUSD $ -36,293
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 1,072,257
Investment Income from current yearUSD $ 9,301,819
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 56,750,294
Net assets / fund balances at end of fiscal yearUSD $ 79,782,063
Net assets / fund balances at beginning of fiscal yearUSD $ 75,876,345
Total liabilities at end of fiscal yearUSD $ 219,561
Total liabilities at beginning of fiscal yearUSD $ 363,660
Total assets at end of fiscal yearUSD $ 80,001,624
Total assets at beginning of fiscal yearUSD $ 76,240,005
Revenues less expenses for current yearUSD $ 6,097,077
Revenues less expenses for previous yearUSD $ -976,075
Total expenses for current yearUSD $ 3,286,415
Total expenses for previous yearUSD $ 5,785,991
Other expenses in current yearUSD $ 2,882,421
Other expenses in previous yearUSD $ 3,884,283
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 403,994
Grants and similar amounts paid in previous yearUSD $ 1,901,708
Total revenue in current fiscal yearUSD $ 9,383,492
Total revenue in previous fiscal yearUSD $ 4,809,916
Contributions and grants from current yearUSD $ 81,673
Contributions and grants from previous yearUSD $ 3,737,659
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 0
2016-12-31
Total unrelated business incomeUSD $ 14,193
Net unrelated business incomeUSD $ 13,193
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 4,560,247
Investment Income from current yearUSD $ 1,072,257
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 9,344,000
Net assets / fund balances at end of fiscal yearUSD $ 75,876,345
Net assets / fund balances at beginning of fiscal yearUSD $ 74,038,419
Total liabilities at end of fiscal yearUSD $ 363,660
Total liabilities at beginning of fiscal yearUSD $ 253,337
Total assets at end of fiscal yearUSD $ 76,240,005
Total assets at beginning of fiscal yearUSD $ 74,291,756
Revenues less expenses for current yearUSD $ -976,075
Revenues less expenses for previous yearUSD $ 46,587,758
Total expenses for current yearUSD $ 5,785,991
Total expenses for previous yearUSD $ 8,733,134
Other expenses in current yearUSD $ 3,884,283
Other expenses in previous yearUSD $ 5,632,704
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 1,901,708
Grants and similar amounts paid in previous yearUSD $ 3,100,430
Total revenue in current fiscal yearUSD $ 4,809,916
Total revenue in previous fiscal yearUSD $ 55,320,892
Contributions and grants from current yearUSD $ 3,737,659
Contributions and grants from previous yearUSD $ 50,760,645
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 0
2014-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 537,590
Investment Income from current yearUSD $ 1,071,632
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 7,203,432
Net assets / fund balances at end of fiscal yearUSD $ 31,309,835
Net assets / fund balances at beginning of fiscal yearUSD $ 38,928,214
Total liabilities at end of fiscal yearUSD $ 1,055,785
Total liabilities at beginning of fiscal yearUSD $ 752,518
Total assets at end of fiscal yearUSD $ 32,365,620
Total assets at beginning of fiscal yearUSD $ 39,680,732
Revenues less expenses for current yearUSD $ -7,657,601
Revenues less expenses for previous yearUSD $ -4,083,437
Total expenses for current yearUSD $ 10,480,156
Total expenses for previous yearUSD $ 10,631,759
Other expenses in current yearUSD $ 7,245,399
Other expenses in previous yearUSD $ 7,612,680
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 3,234,757
Grants and similar amounts paid in previous yearUSD $ 3,019,079
Total revenue in current fiscal yearUSD $ 2,822,555
Total revenue in previous fiscal yearUSD $ 6,548,322
Contributions and grants from current yearUSD $ 1,750,923
Contributions and grants from previous yearUSD $ 6,010,732
Total of other revenueUSD $ 0

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 200863779

USA Mailing Address
1735 K STREET NW
WASHINGTON
DC
200061506
Date first seen: 2012-11-12
Date last seen: 2019-11-15
USA Mailing Address
9509 KEY WEST AVENUE
ROCKVILLE
MD
20850
Date first seen: 2007-01-01
Date last seen: 2024-08-31

Nearby companies/organizations

The following companies are located in the same ZIP code areas:

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