Nonprofit · EIN 58-2115961
FINANCIAL EXAMINERS EDUCATION FOUNDATION
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $39,832 | $34,775 | $5,057 | $424,850 | $0 | $424,850 |
| December 31, 2024 | 990-PF | $48,011 | $42,288 | $5,723 | $419,793 | $0 | $419,793 |
| December 31, 2023 | 990-PF | $27,753 | $20,902 | $6,851 | $414,070 | $0 | $414,070 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $18,328
- Interest
- $33
- Net gain from sales of assets
- $5,529
- Other income
- $15,942
Expenses
- Grants and similar amounts paid
- $30,000
- Disbursements for charitable purposes
- $30,000
- Excise tax on investment income
- $332
Balance sheet and other
- Total assets, start of year
- $419,793
- Total assets, end of year
- $424,850
- Total liabilities, end of year
- $0
- Net assets, end of year
- $424,850
- Fair market value of assets
- $424,849
- Qualifying distributions
- $30,000
- Net investment income
- $23,890
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 |
|---|---|---|---|
| JAMES W SCHACHT 335 ASPEN DR, CHATHAM, IL 62629 | President | 1 | $0 |
| LYNNE HEPLER 1300 NORTH PROSPECT AVE 422, MILWAUKEE, WI 53202 | Treasurer | 1 | $0 |
| STEWART KEIR CPCU 266 AUGUSTA DRIVE, MIDDLE VILLAGE, NY 11379 | Director | 1 | $0 |
| NORRIS CLARK 17136 LISETTE STREET, GRANADA HILLS, CA 91344 | Director | 1 | $0 |
| EJOY LITTLE 212 S ELM STREET, MARSHVILLE, NC 28103 | Secretary | 1 | $0 |
| VINCENT L LAURENZANO CFE 333 EAST 69TH STREET, NEW YORK, NY 10021 | Director | 1 | $0 |
| ROBERT CRAWFORD 2417 REDFIELD DRIVE, PLANO, TX 750252334 | Director | 0 | $0 |
| JOSEPH SIEVERLING 1445 NEW YORK AVE 7TH FLOOR, WASHINGTON, DC 20005 | Director | 0 | $0 |
| MICHAEL MORIARTY 61-51 79TH STREET, MIDDLE VILLAGE, NY 11379 | Director | 0 | $0 |
990-PF for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES W SCHACHT 335 ASPEN DR, CHATHAM, IL 62629 | President | 1 | $0 |
| LYNNE HEPLER 1300 NORTH PROSPECT AVE 422, MILWAUKEE, WI 53202 | Treasurer | 1 | $0 |
| STEWART KEIR CPCU 1301 AVENUE OF THE AMERICAS, NEW YORK, NY 100196022 | Director | 1 | $0 |
| NORRIS CLARK 300 SOUTH GRAND AVE STE 2600, LOS ANGELES, CA 90071 | Director | 1 | $0 |
| EJOY LITTLE 2218 JUNE DRIVE, NASHVILLE, TN 37214 | Secretary | 1 | $0 |
| VINCENT L LAURENZANO CFE 180 MAIDEN LANE, NEW YORK, NY 10038 | Director | 1 | $0 |
| ROBERT CRAWFORD 2417 REDFIELD DRIVE, PLANO, TX 750252334 | Director | 0 | $0 |
| JOSEPH SIEVERLING 1445 NEW YORK AVE 7TH FLOOR, WASHINGTON, DC 20005 | Director | 1 | $0 |
| MIKE MONAHAN 101 CONSTITUTION AVE NW, WAHINGTON, DC 20001 | Director | 1 | $0 |
| MICHAEL MORIARTY 61-51 79TH STREET, MIDDLE VILLAGE, NY 11379 | Director | 0 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES W SCHACHT 335 ASPEN DR, CHATHAM, IL 62629 | President | 1 | $0 |
| LYNNE HEPLER 1300 NORTH PROSPECT AVE 422, MILWAUKEE, WI 53202 | Treasurer | 1 | $0 |
| STEWART KEIR CPCU 1301 AVENUE OF THE AMERICAS, NEW YORK, NY 100196022 | Director | 1 | $0 |
| NORRIS CLARK 300 SOUTH GRAND AVE STE 2600, LOS ANGELES, CA 90071 | Director | 1 | $0 |
| EJOY LITTLE 2218 JUNE DRIVE, NASHVILLE, TN 37214 | Secretary | 1 | $0 |
| VINCENT L LAURENZANO CFE 180 MAIDEN LANE, NEW YORK, NY 10038 | Director | 1 | $0 |
| ROBERT CRAWFORD 2417 REDFIELD DRIVE, PLANO, TX 750252334 | Director | 0 | $0 |
| JOSEPH SIEVERLING 1445 NEW YORK AVE 7TH FLOOR, WASHINGTON, DC 20005 | Director | 1 | $0 |
| MIKE MONAHAN 101 CONSTITUTION AVE NW, WAHINGTON, DC 20001 | Director | 1 | $0 |
| MICHAEL MORIARTY 61-51 79TH STREET, MIDDLE VILLAGE, NY 11379 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1300 N PROSPECT AVE APT 422, MILWAUKEE, WI 53202-3049
- In care of
- % LYNNE HEPLER
- Signed the 990-PF
- LYNNE HEPLER, Treasurer
- Phone
- (312) 752-6389
- Return prepared by
- OBBLIGATO BUSINESS PARTNERS LLC
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-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 58-2115961
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $424,850
- Income (IRS master file)
- $39,832
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $39,832 | $34,775 | $424,850 | IRS |
| 990-PF | December 2024 | $48,011 | $42,288 | $419,793 | IRS |
| 990-PF | December 2023 | $27,753 | $20,902 | $414,070 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 58-2115961).
Questions about FINANCIAL EXAMINERS EDUCATION FOUNDATION
- What is the EIN of FINANCIAL EXAMINERS EDUCATION FOUNDATION?
- The employer identification number (EIN) of FINANCIAL EXAMINERS EDUCATION FOUNDATION is 58-2115961.
- Is FINANCIAL EXAMINERS EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to FINANCIAL EXAMINERS EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FINANCIAL EXAMINERS EDUCATION FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FINANCIAL EXAMINERS EDUCATION FOUNDATION 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 EXAMINERS EDUCATION FOUNDATION 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 EXAMINERS EDUCATION FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does FINANCIAL EXAMINERS EDUCATION FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $39,832, expenses of $34,775 and total assets of $424,850 at year end.
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