Nonprofit · EIN 20-0863779
FINRA INVESTOR EDUCATION FOUNDATION
Tax-exempt · ROCKVILLE, MD 20850
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $8,900,744 | $4,768,560 | $4,132,184 | $85,576,894 | $596,410 | $84,980,484 |
| December 31, 2023 | 990 | $9,397,096 | $5,045,365 | $4,351,731 | $79,051,155 | $1,206,167 | $77,844,988 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $5,800,910
- Program service revenue
- $0
- Investment income
- $3,099,834
- Net gain from sales of assets
- $1,068,625
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $537,145
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $54,851
- Travel
- $44,258
- Program services (functional)
- $4,621,606
- Management and general (functional)
- $146,954
Balance sheet and other
- Total assets, start of year
- $79,051,155
- Total assets, end of year
- $85,576,894
- Total liabilities, end of year
- $596,410
- Net assets, end of year
- $84,980,484
- Publicly traded securities
- $71,833,540
- Net assets without donor restrictions
- $84,907,523
- Net assets with donor restrictions
- $72,961
- Gross receipts
- $11,435,130
- Employees
- 0
- Volunteers
- 6
- Year formed
- 2004
- State of legal domicile
- DE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Robert W Cook | Chairperson, THRU 2/11/24, Ex Officio Board Member Trustee or director | 1 | $0 | $3,472,973 | $629,827 |
| Jonathan S Sokobin | CHAIRPERSON - AS OF 2/12/24 Trustee or director | 1 | $0 | $1,024,187 | $108,343 |
| Geraldine M Walsh | President Officer | 48 | $0 | $577,756 | $92,489 |
| Eileen M Famiglietti | Treasurer Officer | 6 | $0 | $500,953 | $89,425 |
| Jennifer P Mitchell | Corporate Secretary Officer | 3 | $0 | $487,991 | $58,226 |
| PEGGY HO | BOARD MEMBER Trustee or director | 2 | $0 | $101,468 | $0 |
| John W Thiel | Board Member Former | 0 | $0 | $40,000 | $0 |
| ELLEN FRAWLEY | BOARD MEMBER - AS OF 1/08/24 Trustee or director | 1 | $0 | $0 | $0 |
| Gwen Weithaus | BOARD MEMBER - AS OF 5/21/24 Trustee or director | 1 | $0 | $0 | $0 |
| JASON FICHTNER | BOARD MEMBER - AS OF 1/08/24 Trustee or director | 1 | $0 | $0 | $0 |
| MENEKSE GENCER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PAUL ROYE | BOARD MEMBER - AS OF 1/08/24 Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Robert W Cook | Chairman Trustee or director | 1 | $0 | $3,243,336 | $595,811 |
| Eileen M Famiglietti | Treasurer Officer | 6 | $0 | $550,638 | $168,612 |
| Geraldine M Walsh | President Officer | 48 | $0 | $582,234 | $125,303 |
| Jennifer P Mitchell | Corporate Secretary Officer | 3 | $0 | $487,158 | $105,514 |
| PEGGY HO | BOARD MEMBER Trustee or director | 1 | $0 | $100,179 | $0 |
| John W Thiel | Board Member Trustee or director | 1 | $0 | $40,000 | $0 |
| Laura Fisher | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Mari J Buechner | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| MENEKSE GENCER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 9509 KEY WEST AVENUE, ROCKVILLE, MD 20850-0000
- Principal officer (990 for 2024)
- Geraldine M Walsh, 1700 K STREET NW, WASHINGTON, DC 200061506
- Signed the 990
- ROBERT W COOK, CHAIRMAN AND CEO
- Phone
- (202) 728-8949
- Website
- WWW.FINRAFOUNDATION.ORG
- Return prepared by
- ERNST & YOUNG US LLP
Mission
THE MISSION IS TO EMPOWER AMERICANS WITH THE KNOWLEDGE, SKILLS AND TOOLS TO MAKE SOUND FINANCIAL DECISIONS THROUGHOUT LIFE.
Program accomplishments
- HELPING PEOPLE BUILD WEALTH - See Schedule OExpenses $3,421,505 · grants $537,145
- HELPING PEOPLE PROTECT WEALTH - See Schedule OExpenses $1,145,921
- ORGANIZATIONAL DEVELOPMENT - SEE SCHEDULE OExpenses $54,180
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-0863779
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S20)
- Assets (IRS master file)
- $85,576,894
- Income (IRS master file)
- $11,435,130
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $8,900,744 | $4,768,560 | $85,576,894 | IRS |
| 990 | December 2023 | $9,397,096 | $5,045,365 | $79,051,155 | XML |
| 990 | December 2022 | $9,847,894 | $4,246,470 | $68,490,035 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0863779).
Questions about FINRA INVESTOR EDUCATION FOUNDATION
- What is the EIN of FINRA INVESTOR EDUCATION FOUNDATION?
- The employer identification number (EIN) of FINRA INVESTOR EDUCATION FOUNDATION is 20-0863779.
- Is FINRA INVESTOR EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 2004.
- Are donations to FINRA INVESTOR EDUCATION FOUNDATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does FINRA INVESTOR EDUCATION FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FINRA INVESTOR EDUCATION FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FINRA INVESTOR EDUCATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of FINRA INVESTOR EDUCATION FOUNDATION?
- The 990 for the year ended December 31, 2024 names Geraldine M Walsh.
- Who are the officers and directors of FINRA INVESTOR EDUCATION FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does FINRA INVESTOR EDUCATION FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $8,900,744, expenses of $4,768,560 and total assets of $85,576,894 at year end.
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