Nonprofit screen
Screen a listFINRA Investor Education Foundation
Can you give?
Listed with the IRS. Every screen came back clear.
An organization on the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- Not stated
$8.9Mrevenue
FY2024 · +352% in 3 yrs8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin46.4%
Months of reserve2.4mo
Revenue growth (annualized)−0.8%
Middle half of peersMedianFINRA Investor Education
Where the money goes FY2024 · $4.8M spent
Programs$4.6M97%Management and general$147k3%990 FY2024 · Part IX line 25
Nothing to check in the filings
In its favor1
Strong governance
6 of 7 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VI1funder
$4.3Ma year, last 3 years
100%from its largest funder
Funder’17’18’19’20’21’22’23Finra Regulation IncEvery year since FY2017$82k$782k$92k$188k$204k$5.9M$7.0M
Funded