Colorado · Nonprofit
HEARTLAND INSTITUTE OF FINANCIAL EDUCATION
HEARTLAND INSTITUTE OF FINANCIAL EDUCATION (Colorado) receives grants from 1 organization whose IRS filings report $70 to it, the largest being STEPHEN AND AEGEAN FAMILY FOUNDATION ($70). 0 of them have funded it in more than one year.
- Revenue FY2024
- $286k
- Funders on record
- 1
- Grants received
- $70
- Net assets
- $391k
What Heartland Institute of Financial Education does
Mission
Bringing financial literacy to people across north america through on-site classes offered by our cfe certified financial educators (cfed) and promoting higher education across the globe
As stated on its FY2024 Form 990.
Programs
By offering financial wellness courses to employers all across america, the Heartland Institute of Financial Education has been able to provide financial education classes to over 800 employers, including corporations, school systems, churches, hospitals, government agencies, state agencies, colleges, high schools, and more. Our instructors have provided financial education for over 10,000 adult learners who have gained the opportunity to improve their financial situation and enjoy a more complete, financially secure life. These classes continue to provide ongoing training and guidance for adults as we consistently find new ways to positively impact adults in their everyday lives.
$4,437 spent$62,009 earned by the program3% of program spendingBy providing affordable and professional coaching to students and parents we have helped over 3,500 students not only select the best career and college, but also save millions of dollars in out of pocket expenses. One of the key areas of focus for the institute is to provide personal, professional coaching services for our students. This is accomplished by finding qualified individuals who have professional experience in the college/university environment, both from an administrative or teaching perspective and from the experience of working with students. These coaches provide our students with hands-on guidance at an affordable cost.
$136,055 spent$223,479 earned by the program97% of program spendingAll program expenses are for the purpose of maintaining our two main programs. Additional revenue is unallocated program service revenue for reimbursed expenses.
$0 spent$52 earned by the program0% of program spending
The 3 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $140,492.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2018 to 2019, from $1.2M to $821k (−30%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
0% of HEARTLAND INSTITUTE OF FINANCIAL EDUCATION’s revenue is contributions — more earned-revenue than three-quarters of its peers (57% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 5 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Alan Gappinger
Chief executive officer
Board chair
Paul Mclemore
President/chairman
As listed on its FY2024 Form 990.
Who funds it, year by year
Grant support over time, funder by funder — shade shows the grant size each year.
From the IRS filings of HEARTLAND INSTITUTE OF FINANCIAL EDUCATION’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
HEARTLAND INSTITUTE OF FINANCIAL EDUCATION draws 100% of its grant income from funders outside Colorado, across 1 state in all.
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
HEARTLAND INSTITUTE OF FINANCIAL EDUCATION's revenue fell 85% between 2017 and 2024.
this organization peer median middle 50% of peers· 22,812 education nonprofits $100k–$1M, FY2024
Organizations like HEARTLAND INSTITUTE OF FINANCIAL EDUCATION
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Colorado
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
52% of spending goes to programs.
Governance
Public support
100%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Screen this organization
A dated, signed PDF of the compliance screen for HEARTLAND INSTITUTE OF FINANCIAL EDUCATION: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds HEARTLAND INSTITUTE OF FINANCIAL EDUCATION?
- HEARTLAND INSTITUTE OF FINANCIAL EDUCATION (Colorado) receives grants from 1 organization whose IRS filings report $70 to it, the largest being STEPHEN AND AEGEAN FAMILY FOUNDATION ($70). 0 of them have funded it in more than one year.
- How many funders does HEARTLAND INSTITUTE OF FINANCIAL EDUCATION have?
- IRS filings report 1 organization giving $70 in grants to HEARTLAND INSTITUTE OF FINANCIAL EDUCATION.
- Who is the largest funder of HEARTLAND INSTITUTE OF FINANCIAL EDUCATION?
- STEPHEN AND AEGEAN FAMILY FOUNDATION is the largest funder on record, with $70 in grants. The full list of funders is on this page.
- How can an organization like HEARTLAND INSTITUTE OF FINANCIAL EDUCATION find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Colorado. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Heartland Institute of Financial Education →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing