Nonprofit screen
Screen a listSifma Foundation for Investor Education (Fie) Inc
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and 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
- 509(a)(1)
$5.4Mrevenue
FY2025 · +42% in 3 yrs14staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin10.4%
Months of reserve3.2mo
Revenue growth (annualized)+3.6%
Middle half of peersMedianSifma Foundation for Investor Education (Fie)
Where the money goes FY2025 · $4.9M spent
Programs$4.1M85%Management and general$535k11%Fundraising$210k4%990 FY2025 · Part IX line 25
Worth checking1
Deficits in 2 of the last 3 years
−$124k in FY2023 and −$505k in FY2024. Cash covers 3.2 months, under the peer median of 4.1.
990 Part I and balance sheetIn its favor1
Strong governance
16 of 16 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VI31funders
$490ka year, last 3 years
25%from its largest funder
Funder’17’18’19’20’21’22’23Morgan Stanley Foundation IncEvery year since FY2017$100k$100k$100k$100k$100k$100k$100kBaird Foundation IncEvery year since FY2017$16k$17k$22k$27k$272k$25k$24kBroadridge FoundationSince FY2021$123k$120k$120kCharles Schwab FoundationStopped after FY2021$333k$1k–Cloud L Cray FoundationSince FY2020$20k$25k$25k$25kAlly Charitable FoundationStopped after FY2022$50k$41k–Donor-advised giftsDonors not disclosed$21k$25k$31k$138$122k$84k13 other fundersUp to $40k a year each$10k$12k$15k$30k$72k$150$42k
FundedThrough a donor-advised fundStopped