Nonprofit · EIN 52-1659777
ICI EDUCATIONAL FOUNDATION
Tax-exempt · WASHINGTON, DC 20005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | -$111,401 | $84,553 | -$195,954 | $2,206,987 | $1,831 | $2,205,156 |
| September 30, 2024 | 990 | $275,390 | $161,773 | $113,617 | $2,086,410 | $0 | $2,086,410 |
| September 30, 2023 | 990 | $282,800 | $149,381 | $133,419 | $1,909,769 | $0 | $1,909,769 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- -$111,401
- Net gain from sales of assets
- -$174,812
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $76,100
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $3,452
- Program services (functional)
- $76,100
- Management and general (functional)
- $8,453
Balance sheet and other
- Total assets, start of year
- $2,086,410
- Total assets, end of year
- $2,206,987
- Total liabilities, end of year
- $1,831
- Net assets, end of year
- $2,205,156
- Publicly traded securities
- $2,160,468
- Net assets without donor restrictions
- $2,205,156
- Gross receipts
- $63,411
- Employees
- 0
- Volunteers
- 3
- Year formed
- 1989
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ERIC J PAN | DIRECTOR Trustee or director | 1 | $0 | $2,765,246 | $84,124 |
| TRACEY WINGATE | PRESIDENT Officer | 5 | $0 | $552,450 | $80,006 |
| MARK A DELCOCO | TREASURER Officer | 1 | $0 | $413,770 | $106,893 |
| LINDA J BRENNER | VICE PRESIDENT Officer | 15 | $0 | $274,785 | $57,877 |
| NHAN H NGUYEN | FORMER OFFICER Former | 1 | $0 | $188,888 | $24,248 |
| GEORGE WALKER | CHAIR Trustee or director | 0.25 | $0 | $0 | $0 |
| GEORGE CW GATCH | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| DAWN M VROEGOP | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ERIC J PAN | DIRECTOR Trustee or director | 1 | $0 | $3,128,037 | $78,748 |
| TRACEY WINGATE | PRESIDENT Officer | 5 | $0 | $503,531 | $75,475 |
| NHAN H NGUYEN | SECRETARY Officer | 1 | $0 | $445,837 | $42,214 |
| MARK A DELCOCO | TREASURER Officer | 1 | $0 | $397,776 | $78,748 |
| LINDA J BRENNER | VICE PRESIDENT Officer | 15 | $0 | $264,453 | $54,944 |
| GEORGE CW GATCH | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| GEORGE WALKER | CHAIR Trustee or director | 0.25 | $0 | $0 | $0 |
| DAWN M VROEGOP | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ERIC J PAN | DIRECTOR Trustee or director | 1 | $0 | $2,488,080 | $70,116 |
| TRACEY WINGATE | PRESIDENT Officer | 5 | $0 | $470,030 | $70,116 |
| MARK A DELCOCO | TREASURER Officer | 1 | $0 | $376,819 | $70,116 |
| NHAN H NGUYEN | SECRETARY Officer | 1 | $0 | $337,137 | $36,709 |
| LINDA J BRENNER | VICE PRESIDENT Officer | 15 | $0 | $250,653 | $49,078 |
| MICHAEL D MCNAMEE | FORMER OFFICER Former | 0 | $0 | $104,278 | $0 |
| GEORGE CW GATCH | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| YIE-HSIN HUNG | CHAIR Trustee or director | 0.25 | $0 | $0 | $0 |
| DAWN M VROEGOP | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1401 H STREET NW, WASHINGTON, DC 20005-2110
- In care of
- % MARK DELCOCO
- Principal officer (990 for 2024)
- TRACEY WINGATE, 1401 H STREET NW, WASHINGTON, DC 20005
- Signed the 990
- MARK DELCOCO, TREASURER
- Phone
- (202) 326-5800
- Return prepared by
- PwC US Tax LLP
Mission
THE ICI EDUCATION FOUNDATION (ICIEF) IS A NON-PROFIT ORGANIZATION FORMED TO ADVANCE THE FINANCIAL WELL-BEING OF INDIVIDUALS BY STRATEGICALLY PARTNERING WITH ORGANIZATIONS AND PARTICIPATING IN INITIATIVES THAT INCREASE FINANCIAL LITERACY AND PROMOTE THE IMPORTANCE OF SAVING AND INVESTING.
Program accomplishments
- EDUCATION - GRANTS WERE MADE TO BOTTOM LINE, JUMPSTART COALITION FOR PERSONAL FINANCIAL LITERACY AND SOCIETY FOR FINANCIAL EDUCATION AND PROFESSIONAL DEVELOPMENT.Expenses $76,100 · grants $76,100
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 52-1659777
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1990
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,206,987
- Income (IRS master file)
- $63,411
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | -$111,401 | $84,553 | $2,206,987 | XML |
| 990 | September 2024 | $275,390 | $161,773 | $2,086,410 | XML |
| 990 | September 2023 | $282,800 | $149,381 | $1,909,769 | XML |
| 990 | September 2022 | $263,725 | $84,849 | $1,801,522 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | 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 52-1659777).
Questions about ICI EDUCATIONAL FOUNDATION
- What is the EIN of ICI EDUCATIONAL FOUNDATION?
- The employer identification number (EIN) of ICI EDUCATIONAL FOUNDATION is 52-1659777.
- Is ICI EDUCATIONAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to ICI EDUCATIONAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ICI EDUCATIONAL 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 ICI EDUCATIONAL FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ICI EDUCATIONAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of ICI EDUCATIONAL FOUNDATION?
- The 990 for the year ended September 30, 2025 names TRACEY WINGATE.
- Who are the officers and directors of ICI EDUCATIONAL FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does ICI EDUCATIONAL FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of -$111,401, expenses of $84,553 and total assets of $2,206,987 at year end.
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