Nonprofit · EIN 33-2330820
FINANCIAL TOOLS INSTITUTE
Tax-exempt · APEX, NC 27502
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,000 | $1,407 | $593 | $3,491 | $0 | $3,491 |
| December 31, 2024 | 990 | $333,000 | $102 | $332,898 | $332,898 | $0 | $332,898 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,000
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
Balance sheet and other
- Total assets, start of year
- $2,898
- Total assets, end of year
- $3,491
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,491
- Fair market value of assets
- $3,491
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Matthew Alexander 203 Grandview Rd, Lake Arrowhead, CA 92352 | President Treasurer | 0.5 | $0 |
| Tu Nguyen 203 Grandview Rd, Lake Arrowhead, CA 92352 | Secretary | 0 | $0 |
| Catalin Iuga 209 Briarfield Dr, Apex, NC 27502 | Vice President | 0 | $0 |
990 for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Matthew Alexander | CEO Officer | 1 | $0 |
| Tu Nguyen | Secretary Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 209 BRIARFIELD DR, APEX, NC 27502-7036
- Signed the 990-PF
- Matthew Alexander, President
- Phone
- (407) 247-8927
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 33-2330820
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2025
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B60)
- Assets (IRS master file)
- $3,491
- Income (IRS master file)
- $2,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,000 | $1,407 | $3,491 | IRS |
| 990 | December 2024 | $333,000 | $102 | $332,898 | XML |
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 33-2330820).
Questions about FINANCIAL TOOLS INSTITUTE
- What is the EIN of FINANCIAL TOOLS INSTITUTE?
- The employer identification number (EIN) of FINANCIAL TOOLS INSTITUTE is 33-2330820.
- Is FINANCIAL TOOLS INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to FINANCIAL TOOLS INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does FINANCIAL TOOLS INSTITUTE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FINANCIAL TOOLS INSTITUTE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FINANCIAL TOOLS INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of FINANCIAL TOOLS INSTITUTE?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does FINANCIAL TOOLS INSTITUTE have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,000, expenses of $1,407 and total assets of $3,491 at year end.
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