About
The mission is to empower underserved americans with the knowledge, skills and tools to make sound financial decisions throughout life.
Donations are NOT tax-deductible
Category
Social Welfare / Advocacy
Financial Snapshot
FY ending 2022-12-31Financial history
16171819202122
RevenueExpenses
Latest FY2022: $9.8M · Avg: $5.4M
Foreign activity (Schedule F)
Total spent abroad$12.2M
Foreign employees0
Foreign offices0
Foreign partnership interestNo
Foreign trust interestNo
| Region | Activity | Spent |
|---|
| Central America and the Caribbean | — | — |
Political & Grant Activity
FINRA INVESTOR EDUCATION FOUNDATION
Address
9509 Key WEST Avenue
Rockville, MD, 20850-000
Governance
Voting board members6
Independent members5
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardYes
Compensation practices
Severance paymentsNo
Equity-based compNo
Supplemental retirement planYes
Initial contract exceptionNo
Financial detail (Schedule D)
Board-designated %0.0%
Permanent endowment %0.0%
Endowment held by related orgNo
Public records
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