NonprofitsInvestments & Wealth Foundation

Education

Investments & Wealth Foundation

GREENWOOD VLG, CO

Total revenue

$143K

Total expenses

$169K

Net assets

$51K

Grants received

$511K

5 grants

EIN

874617128

Tax year

2024

Mission

To convey scholarships and tuition assistance to qualified individuals.

Financials

FY 2024

Revenue

Contributions & grants$143K
Program service revenue
Investment income
Other revenue
Total revenue$143K

Expenses

Grants paid$134K
Salaries & benefits$31K
Fundraising
Other expenses$4K
Total expenses$169K
Total assets$164K
Net assets$51K

People

12 listed

NameRoleCompensation

SEAN WALTERS

IWI CEO

Board

1 hrs/wk

ANGELA LUTTERMAN

TREASURER (THROUGH JUNE 2024)

Board

1 hrs/wk

APRIL FERRELL

IW FOUNDATION EXECUTIVE DIRECTOR

Board

1 hrs/wk

SANDRA GARCIA

TREASURER (AS OF JULY 2024)

Board

1 hrs/wk

ELIZABETH ANDERSON

CHAIR

Board

1 hrs/wk

DESIREE MALDONADO

VICE CHAIR

Board

1 hrs/wk

EILIN CABUTTO

DIRECTOR

Board

1 hrs/wk

IRA COX

DIRECTOR

Board

1 hrs/wk

LUCRECE DOSSOU

DIRECTOR

Board

1 hrs/wk

JOHN GRANZOW

DIRECTOR

Board

1 hrs/wk

KAREN HEATH-WADE

DIRECTOR

Board

1 hrs/wk

KEVIN SANCHEZ

DIRECTOR

Board

1 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$100K
GENERAL SUPPORT
2024
$200K
GENERAL SUPPORT
2023
$200K
GENERAL SUPPORT
2022
$520
PROFESSIONAL
2022

Funded by

$511K from 3 funders · 5 grants · 2022–2024

Investment Management Consultants

$500K · 3 grants · 2022–2024

Baird Foundation Inc

$520 · 1 grant · 2022

Details

EIN874617128
NTEE codeB82
Subsection03
Ruling date2022-05
Formed2022
Employees0
Volunteers9