NonprofitsFinra Investor Education Foundation

Community Improvement & Capacity Building

Finra Investor Education Foundation

ROCKVILLE, MD

Total revenue

$8.9M

Total expenses

$4.8M

Net assets

$85.0M

Grants received

$18.8M

4 grants

EIN

200863779

Tax year

2024

Mission

The mission is to empower americans with the knowledge, skills and tools to make sound financial decisions throughout life.

Programs

2 programs

Helping people protect wealth - see schedule o

Expenses: $1.1M

Organizational development - see schedule o

Expenses: $54K

Financials

FY 2024

Revenue

Contributions & grants$5.8M
Program service revenue
Investment income$3.1M
Other revenue
Total revenue$8.9M

Expenses

Grants paid$537K
Salaries & benefits
Fundraising
Other expenses$4.2M
Total expenses$4.8M
Total assets$85.6M
Net assets$85.0M

People

12 listed

NameRoleCompensation

ELLEN FRAWLEY

BOARD MEMBER - AS OF 1/08/24

Board

1 hrs/wk

Gwen Weithaus

BOARD MEMBER - AS OF 5/21/24

Board

1 hrs/wk

JASON FICHTNER

BOARD MEMBER - AS OF 1/08/24

Board

1 hrs/wk

Jonathan S Sokobin

CHAIRPERSON - AS OF 2/12/24

Board

1 hrs/wk

MENEKSE GENCER

BOARD MEMBER

Board

1 hrs/wk

PAUL ROYE

BOARD MEMBER - AS OF 1/08/24

Board

1 hrs/wk

PEGGY HO

BOARD MEMBER

Board

2 hrs/wk

Robert W Cook

Chairperson, THRU 2/11/24, Ex Officio Board Member

Board

1 hrs/wk

Eileen M Famiglietti

Treasurer

Board

6 hrs/wk

Geraldine M Walsh

President

Board

48 hrs/wk

Jennifer P Mitchell

Corporate Secretary

Board

3 hrs/wk

John W Thiel

Board Member

Staff

0

Independent contractors

AMERICAN LIBRARY ASSOCIATION

SEE SCHEDULE O

$876K

ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION

SEE SCHEDULE O

$400K

MERIDIAN INSIGHTS PARTNERS LLC

SEE SCHEDULE O

$276K

GIRL SCOUTS OF THE USA

SEE SCHEDULE O

$275K

CYBERCRIME SUPPORT NETWORK

SEE SCHEDULE O

$170K

Grants received

Showing 4 of 4

FromAmountPurposeYear
$5.8M
GENERAL SUPPORT
2024
$7.0M
GENERAL SUPPORT
2023
$5.9M
GENERAL SUPPORT
2022
$188K
GENERAL SUPPORT
2020

Funded by

$18.8M from 1 funder · 4 grants · 2020–2024

Finra Regulation Inc

$18.8M · 4 grants · 2020–2024

Details

EIN200863779
NTEE codeS20
Subsection04
Ruling date2004-09
Formed2004
Employees0
Volunteers6
FINRA INVESTOR EDUCATION FOUNDATION — Mission, Financials & Grants Received | Grantivo