NonprofitsSifma Foundation For Investor Education Fie Inc

Social Science

Sifma Foundation For Investor Education Fie Inc

NEW YORK, NY

Total revenue

$4.6M

Total expenses

$5.1M

Net assets

$10.3M

Grants received

$1.6M

36 grants

EIN

521087193

Tax year

2023

Mission

See schedule o

Financials

FY 2023

Revenue

Contributions & grants$3.9M
Program service revenue$387K
Investment income$328K
Other revenue
Total revenue$4.6M

Expenses

Grants paid$16K
Salaries & benefits$3.2M
Fundraising$250K
Other expenses$1.9M
Total expenses$5.1M
Total assets$11.1M
Net assets$10.3M

People

24 listed

NameRoleCompensation

MELANIE MORTIMER

PRESIDENT, SECRETARY

Board

$437K

40 hrs/wk

LISA BLEIER

DIRECTOR

Board

1 hrs/wk

KENNETH CELLA

DIRECTOR

Board

1 hrs/wk

BRYAN CHRISTIAN

DIRECTOR

Board

1 hrs/wk

VANESSA COOKSEY

DIRECTOR

Board

1 hrs/wk

DAVID DAWKINS

DIRECTOR

Board

1 hrs/wk

VLAD KHANDROS

DIRECTOR

Board

1 hrs/wk

RICHARD J DALY

CHAIR

Board

2 hrs/wk

MICHAEL KISBER

DIRECTOR

Board

1 hrs/wk

EVAN LAHUTA

DIRECTOR

Board

1 hrs/wk

SHAREEN LUZE

DIRECTOR

Board

1 hrs/wk

JOSEPH E SWEENEY

DIRECTOR

Board

1 hrs/wk

SUSAN THEDER

DIRECTOR

Board

1 hrs/wk

KRISTEN KIMMELL

DIRECTOR

Board

1 hrs/wk

LAWRENCE THOMAS

VICE-CHAIR

Board

2 hrs/wk

LISA KIDD HUNT

VICE-CHAIR

Board

2 hrs/wk

TODD DIGANCI

TREASURER

Board

1.5 hrs/wk

JAMES ALLEN

DIRECTOR

Board

1 hrs/wk

JAMES ANDERSON

DIRECTOR

Board

1 hrs/wk

BENJAMIN SAWYER

CHIEF OPERATING OFFICER

Staff

$270K

40 hrs/wk

ELIZABETH REIDEL

MANAGING DIRECTOR

Staff

$226K

40 hrs/wk

MICHAEL SHERMAN

DIRECTOR

Staff

$217K

40 hrs/wk

JOHN MARTIN

VICE PRESIDENT

Staff

$210K

40 hrs/wk

ALLYSON GOLDHAGEN

VICE PRESIDENT

Staff

$183K

40 hrs/wk

Independent contractors

THE PATRICK COLLINS GROUP LLC

PROFESSIONAL FEES

$171K

Grants received

Showing 36 of 36

FromAmountPurposeYear
$100K
GENERAL OPERATIONS
2024
$75K
General & Unrestricted
2024
$60K
GENERAL SUPPORT
2024
$10K
FOR GENERAL SUPPORT.
2024
$100K
VOLUNTEER INCENTIVE PROGRAM
2023
$50K
GENERAL SUPPORT
2023
$20K
PROGRAM SUPPORT
2023
$11K
PUBLIC, SOCIETAL BENEFIT
2023
$11K
For grant recipient's exempt purposes
2023
$10K
FOR GENERAL SUPPORT.
2023
$5K
UNRESTRICTED GENERAL SUPPORT
2023
$200
SOCIAL SCIENCE RESEARCH INSTITUTES, SERVICES
2023
$100K
VOLUNTEER INCENTIVE PROGRAM
2022
$50K
GENERAL SUPPORT
2022
$26K
GENERAL SUPPORT
2022
$20K
PROGRAM SUPPORT
2022
$9K
For grant recipient's exempt purposes
2022
$8K
PUBLIC, SOCIETAL BENEFIT
2022
$150
GENERAL OPERATING SUPPORT
2022
$25K
For grant recipient's exempt purposes
2021
$25K
For grant recipient's exempt purposes
2021
$7K
PUBLIC, SOCIETAL BENEFIT
2021
$103
GENERAL OPERATING SUPPORT
2021
$100K
VOLUNTEER INCENTIVE PROGRAM
2020
$30K
GENERAL SUPPORT
2020
$15K
PROGRAM SUPPORT
2020
$9K
For grant recipient's exempt purposes
2019
$25K
For grant recipient's exempt purposes
2018

Funded by

$1.6M from 15 funders · 36 grants · 2018–2024

American Online Giving Foundation Inc

$636K · 5 grants · 2019–2024

Morgan Stanley Foundation Inc

$400K · 4 grants · 2020–2024

Finra Regulation Inc

$190K · 4 grants · 2020–2024

Fidelity Investments Charitable Gift Fund

$104K · 6 grants · 2018–2023

Securities Industry And Financial

$55K · 3 grants · 2020–2023

The Blackbaud Giving Fund

$26K · 1 grant · 2022

Donor Advised Charitable Giving Inc

$26K · 3 grants · 2021–2023

Details

EIN521087193
NTEE codeV22
Subsection03
Ruling date1977-10
Formed1976
Employees15
Volunteers15607
SIFMA FOUNDATION FOR INVESTOR EDUCATION FIE INC — Mission, Financials & Grants Received | Grantivo