THE INSTITUTE FOR FINANCIAL MARKETS
Cite this
Plain text THE INSTITUTE FOR FINANCIAL MARKETS. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/the-institute-for-financial-markets-521634508. Retrieved 2026-11-02.
APA furp.org. (n.d.). THE INSTITUTE FOR FINANCIAL MARKETS [Nonprofit organization profile; tax years 2011–2024]. Retrieved November 2, 2026, from https://furp.org/org/the-institute-for-financial-markets-521634508
MLA “THE INSTITUTE FOR FINANCIAL MARKETS.” furp.org, tax years 2011–2024, https://furp.org/org/the-institute-for-financial-markets-521634508. Accessed 2 Nov. 2026.
Retrieved 2026-11-02; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990PF · revenue $1.4M · expenses $1.3M · assets $4.4M
- EIN
- 52-1634508
- Address
- 2001 K ST NW STE 725, WASHINGTON, DC 20006-1071
- Website
- WWW.THEIFM.ORG
- NTEE code
- V22Z
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- May 1994 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Mission
THE INSTITUTE'S MISSION FOCUSES ON TWO PRIMARY AREAS - EDUCATION AND ETHICS. THE PURPOSE OF THE IFM IS TO INCREASE PUBLIC AWARENESS AND UNDERSTANDING OF THE IMPORTANCE OF FINANCIAL MARKETS AND THE FINANCIAL SERVICE INDUSTRY TO THE GLOBAL ECONOMY, AND TO IMPROVE THE TECHNICAL COMPETENCE OF THOSE IN THE INDUSTRY WHO DEAL WITH THE PUBLIC. AS SUCH, THE INSTITUTE ENGAGES IN ACTIVITIES SUCH AS RESEARCH, ETHICS AND ANTI-MONEY COMPLIANCE LAUNDERING TRAINING, PUBLICATIONS DISSEMINATION, COURSE DEVELOPMENT, WORKSHOPS, AND CONFERENCES.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
6 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Walter Lukken | MEMBER OF BOARD OF TRUSTEES | 2012-2024 | $0 | $13,316,207 | 5 |
| Patricia Foshee | PRESIDENT | 2011-2024 | $452,345 | $3,537,185 | 1 |
| John M Damgard | MEMBER OF BOARD OF TRUSTEES | 2011-2024 | $0 | $1,631,199 | 3 |
| Myrtle Allen | ADMIN. MANAGER | 2018-2024 | $189,274 | $701,401 | 1 |
| Kevin Baldwin (former) | Director of Education | 2011-2013 | $177,421 | $535,940 | 1 |
| Todd Bowens (former) | Data Analyst I | 2016 | $130,788 | $130,788 | 1 |
Officers and directors, no compensation reported
26 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Michael Dawley | CHAIRMAN | 2011-2024 | 0 | $0 reported | 5 |
| Peter Borish | MEMBER OF BOARD OF TRUSTEES | 2011-2024 | 0 | $0 reported | 1 |
| Arhtur W Hahn | MEMBER OF BOARD OF TRUSTEES | 2021-2024 | 0 | $0 reported | 1 |
| Eric Aldous | SECRETARY/TREASURER | 2023-2024 | 0 | $0 reported | 2 |
| Alicia Crighton | MEMBER OF BOARD OF TRUSTEES | 2023-2024 | 0 | $0 reported | 3 |
| Karen K Wuertz | MEMBER OF BOARD OF TRUSTEES | 2023-2024 | 0 | $0 reported | 1 |
| Gary A Dewaal | VICE CHAIRMAN | 2013-2024 | 0 | $0 reported | 1 |
| Daniel Driscoll | MEMBER OF BOARD OF TRUSTEES | 2011-2024 | 0 | $0 reported | 2 |
| Mary Ann Burns (former) | Member of Board of Trustees | 2023 | 0 | $0 reported | 2 |
| Jerome D Kemp (former) | Member of Board of Trustees | 2018-2021 | 0 | $0 reported | 3 |
| Arthur Hahn (former) | Member of Board of Trustees | 2011-2020 | 0 | $0 reported | 3 |
| Edward Pla (former) | Member of the Board of Tustee | 2018 | 0 | $0 reported | 3 |
| Gerald Corcoran (former) | Board Member | 2014-2015 | 1 | $0 reported | 4 |
| Scott Gordon (former) | Board Member - End March 2015 | 2011-2015 | 1 | $0 reported | 3 |
| Thomas Russo (former) | Co-Vice Chair. - End Mar 2015 | 2011-2015 | 1 | $0 reported | 1 |
| Mark E Holder (former) | Sec./Treas. - End March 2015 | 2011-2015 | 1 | $0 reported | 1 |
| Micah S Green (former) | Board Member - End March 2015 | 2012-2015 | 1 | $0 reported | 1 |
| John Lothian (former) | Board Member - End March 2015 | 2013-2015 | 1 | $0 reported | 1 |
| Vassilis Vergotis (former) | Board Member - End March 2015 | 2012-2015 | 1 | $0 reported | 1 |
| Thomas F Callahan (former) | Board Member | 2011-2014 | 1 | $0 reported | 1 |
| Laurie R Ferber (former) | Board Member | 2011-2014 | 1 | $0 reported | 3 |
| Edward A Kwalwasser (former) | Board Member | 2011-2014 | 1 | $0 reported | 1 |
| Robert G Pickel (former) | Board Member | 2011-2014 | 1 | $0 reported | 1 |
| Fernando Centelles (former) | Board Member | 2011-2013 | 1 | $0 reported | 1 |
| Neal Shear (former) | Board Member | 2011-2012 | 1 | $0 reported | 1 |
| Alger B Chapman (former) | Board Member | 2011 | 1 | $0 reported | 1 |
People by year
2024 · 12 people listed · 2 paid, $642K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICIA FOSHEE | PRESIDENT | 37 | $406,475 | - | $45,870 | $452,345 | 1 |
| MYRTLE ALLEN | ADMIN. MANAGER | 37 | $160,502 | - | $28,772 | $189,274 | 1 |
| WALTER LUKKEN | MEMBER OF BOARD OF TRUSTEES | 0 | $0 | - | $0 | $0 | 5 |
| PETER BORISH | MEMBER OF BOARD OF TRUSTEES | 0 | $0 | - | $0 | $0 | 1 |
| JOHN M DAMGARD | MEMBER OF BOARD OF TRUSTEES | 0 | $0 | - | $0 | $0 | 3 |
| ARHTUR W HAHN | MEMBER OF BOARD OF TRUSTEES | 0 | $0 | - | $0 | $0 | 1 |
| ERIC ALDOUS | SECRETARY/TREASURER | 0 | $0 | - | $0 | $0 | 2 |
| ALICIA CRIGHTON | MEMBER OF BOARD OF TRUSTEES | 0 | $0 | - | $0 | $0 | 3 |
| KAREN K WUERTZ | MEMBER OF BOARD OF TRUSTEES | 0 | $0 | - | $0 | $0 | 1 |
| MICHAEL C DAWLEY | CHAIRMAN | 0 | $0 | - | $0 | $0 | 5 |
| GARY A DEWAAL | VICE CHAIRMAN | 0 | $0 | - | $0 | $0 | 1 |
| DANIEL DRISCOLL | MEMBER OF BOARD OF TRUSTEES | 0 | $0 | - | $0 | $0 | 2 |
2023 · 13 people listed · 1 paid, $310K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Patricia Foshee | President | 32 | $286,149 | - | $24,300 | $310,449 | 1 |
| Walter Lukken | Trustee | 0 | $0 | - | $0 | $0 | 5 |
| Michael C Dawley | Chairman | 0 | $0 | - | $0 | $0 | 5 |
| Gary A DeWaal | Vice Chairman | 0 | $0 | - | $0 | $0 | 1 |
| Daniel Driscoll | Secretary/Treasurer | 0 | $0 | - | $0 | $0 | 2 |
| Peter Borish | Member of Board of Trustees | 0 | $0 | - | $0 | $0 | 1 |
| John M Damgard | Member of Board of Trustees | 0 | $0 | - | $0 | $0 | 3 |
| Arhtur W Hahn | Member of Board of Trustees | 0 | $0 | - | $0 | $0 | 1 |
| Eric Aldous | Member of Board of Trustees | 0 | $0 | - | $0 | $0 | 2 |
| Mary Ann Burns | Member of Board of Trustees | 0 | $0 | - | $0 | $0 | 2 |
| Alicia Crighton | Member of Board of Trustees | 0 | $0 | - | $0 | $0 | 3 |
| Karen K Wuertz | Member of Board of Trustees | 0 | $0 | - | $0 | $0 | 1 |
| Myrtle Allen | Administrative Manager | 32 | $0 | - | $0 | $0 | 1 |
2022 · 9 people listed · 1 paid, $304K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Patricia Foshee | President | 32 | $279,996 | - | $23,850 | $303,846 | 1 |
| Walter Lukken | Trustee | 0 | $0 | - | $0 | $0 | 5 |
| Michael C Dawley | Chairman | 0 | $0 | - | $0 | $0 | 5 |
| Gary A DeWaal | Vice Chairman | 0 | $0 | - | $0 | $0 | 1 |
| Daniel Driscoll | Secretary/Treasurer | 0 | $0 | - | $0 | $0 | 2 |
| Peter Borish | Member of Board of Trustees | 0 | $0 | - | $0 | $0 | 1 |
| John M Damgard | Member of Board of Trustees | 0 | $0 | - | $0 | $0 | 3 |
| Arhtur W Hahn | Member of Board of Trustees | 0 | $0 | - | $0 | $0 | 1 |
| Myrtle Allen | Administrative Manager | 32 | $0 | - | $0 | $0 | 1 |
2021 · 10 people listed · 3 paid, $2.2M · 2 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Walter Lukken | Trustee | 0 | $0 | $1,734,469 | $39,030 | $1,773,499 | 5 |
| Patricia Foshee | President | 32 | $262,200 | $0 | $34,991 | $297,191 | 1 |
| Myrtle Allen | Administrative Manager | 32 | $115,011 | $0 | $21,938 | $136,949 | 1 |
| Michael Dawley | Chairman | 0 | $0 | $0 | $0 | $0 | 5 |
| Gary DeWaal | Vice Chairman | 0 | $0 | $0 | $0 | $0 | 1 |
| Daniel Driscoll | Secretary/Treasurer | 0 | $0 | $0 | $0 | $0 | 2 |
| Peter Borish | Member of Board of Trustees | 0 | $0 | $0 | $0 | $0 | 1 |
| John M Damgard | Member of Board of Trustees | 0 | $0 | $0 | $0 | $0 | 3 |
| Arhtur W Hahn | Member of Board of Trustees | 0 | $0 | $0 | $0 | $0 | 1 |
| Jerome D Kemp | Member of Board of Trustees | 0 | $0 | $0 | $0 | $0 | 3 |
2020 · 10 people listed · 3 paid, $2.2M · 2 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Walter Lukken | Trustee | 0 | $0 | $1,697,668 | $36,832 | $1,734,500 | 5 |
| Patricia Foshee | President | 32 | $261,678 | $0 | $31,764 | $293,442 | 1 |
| Myrtle Allen | Administrative Manager | 32 | $114,420 | $0 | $18,592 | $133,012 | 1 |
| Michael Dawley | Chairman | 0 | $0 | $0 | $0 | $0 | 5 |
| Gary DeWaal | Vice Chairman | 0 | $0 | $0 | $0 | $0 | 1 |
| Daniel Driscoll | Secretary/Treasurer | 0 | $0 | $0 | $0 | $0 | 2 |
| Peter Borish | Member of Board of Trustees | 0 | $0 | $0 | $0 | $0 | 1 |
| Arthur Hahn | Member of Board of Trustees | 0 | $0 | $0 | $0 | $0 | 3 |
| John Damgard | Member of Board of Trustees | 0 | $0 | $0 | $0 | $0 | 3 |
| Jerome D Kemp | Member of Board of Trustees | 0 | $0 | $0 | $0 | $0 | 3 |
2019 · 10 people listed · 3 paid, $2.0M · 2 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Walter Lukken | Trustee | 5 | $0 | $1,613,016 | $37,010 | $1,650,026 | 5 |
| Patricia Foshee | President | 37 | $246,783 | $0 | $30,091 | $276,874 | 1 |
| Myrtle Allen | Administrative Manager | 37 | $104,592 | $0 | $17,267 | $121,859 | 1 |
| Michael Dawley | Chairman | 1 | $0 | $0 | $0 | $0 | 5 |
| Gary DeWaal | Vice Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| Daniel Driscoll | Secretary/Treasurer | 1 | $0 | $0 | $0 | $0 | 2 |
| Peter Borish | Member of Board of Trustees | 1 | $0 | $0 | $0 | $0 | 1 |
| Arthur Hahn | Member of Board of Trustees | 1 | $0 | $0 | $0 | $0 | 3 |
| John Damgard | Member of Board of Trustees | 1 | $0 | $0 | $0 | $0 | 3 |
| Jerome D Kemp | Member of Board of Trustees | 1 | $0 | $0 | $0 | $0 | 3 |
2018 · 11 people listed · 3 paid, $1.9M · 2 employees · 8 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Walter Lukken | Trustee | 0 | $0 | $1,494,724 | $34,558 | $1,529,282 | 5 |
| Patricia Foshee | President | 37 | $236,302 | $0 | $28,859 | $265,161 | 1 |
| Myrtle Allen | Administrative Manager | 37 | $103,408 | $0 | $16,899 | $120,307 | 1 |
| Michael Dawley | Chairman | 0 | $0 | $0 | $0 | $0 | 5 |
| Gary DeWaal | Vice Chairman | 0 | $0 | $0 | $0 | $0 | 1 |
| Daniel Driscoll | Secretary/Treasurer | 0 | $0 | $0 | $0 | $0 | 2 |
| Peter Borish | Member of Board of Trustees | 0 | $0 | $0 | $0 | $0 | 1 |
| Arthur Hahn | Member of Board of Trustees | 0 | $0 | $0 | $0 | $0 | 3 |
| John Damgard | Member of Board of Trustees | 0 | $0 | $0 | $0 | $0 | 3 |
| Edward Pla | Member of the Board of Tustee | 0 | $0 | $0 | $0 | $0 | 3 |
| Jerome D Kemp | Member of Board of Trustees | 0 | $0 | $0 | $0 | $0 | 3 |
2017 · 8 people listed · 2 paid, $1.8M · 3 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Walter Lukken | Trustee | 5 | $0 | $1,485,088 | $33,342 | $1,518,430 | 5 |
| Patricia Foshee | President | 37 | $220,632 | $0 | $26,440 | $247,072 | 1 |
| Michael Dawley | Chairman | 1 | $0 | $0 | $0 | $0 | 5 |
| Gary DeWaal | Vice Chairman | 5 | $0 | $0 | $0 | $0 | 1 |
| Daniel Driscoll | Secretary/Treasurer | 5 | $0 | $0 | $0 | $0 | 2 |
| Peter Borish | Trustee | 5 | $0 | $0 | $0 | $0 | 1 |
| Arthur Hahn | Trustee | 5 | $0 | $0 | $0 | $0 | 3 |
| John Damgard | Trustee | 5 | $0 | $0 | $0 | $0 | 3 |
2016 · 9 people listed · 3 paid, $1.6M · 7 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Walter Lukken | BOARD MEMBER | 1 | $0 | $1,245,223 | $32,884 | $1,278,107 | 5 |
| Patricia Foshee | President | 37 | $185,668 | $0 | $24,821 | $210,489 | 1 |
| Todd Bowens | Data Analyst I | 60 | $112,548 | $0 | $18,240 | $130,788 | 1 |
| Michael C Dawley | Chairman | 1 | $0 | $0 | $0 | $0 | 5 |
| Gary A DeWaal | Vice Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| Daniel A Driscoll | Secretary / Treasurer | 1 | $0 | $0 | $0 | $0 | 2 |
| Peter F Borish | board member | 1 | $0 | $0 | $0 | $0 | 1 |
| Arthur W Hahn | board member | 1 | $0 | $0 | $0 | $0 | 3 |
| John M Damgard | board member | 1 | $0 | $0 | $0 | $0 | 3 |
2015 · 15 people listed · 2 paid, $1.4M · 10 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Walter Lukken | Board Member | 1 | $0 | $1,147,039 | $50,248 | $1,197,287 | 5 |
| Patricia Foshee | President | 60 | $170,568 | $0 | $23,225 | $193,793 | 1 |
| Michael C Dawley | Chairman | 1 | $0 | $0 | $0 | $0 | 5 |
| Gary DeWaal | Co-Vice Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| Daniel A Driscoll | Secretary/Treasurer | 1 | $0 | $0 | $0 | $0 | 2 |
| Peter F Borish | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Arthur W Hahn | Board Member | 1 | $0 | $0 | $0 | $0 | 3 |
| Gerald Corcoran | Board Member | 1 | $0 | $0 | $0 | $0 | 4 |
| Thomas Russo | Co-Vice Chair. - End Mar 2015 | 1 | $0 | $0 | $0 | $0 | 1 |
| Mark E Holder | Sec./Treas. - End March 2015 | 1 | $0 | $0 | $0 | $0 | 1 |
| Scott Gordon | Board Member - End March 2015 | 1 | $0 | $0 | $0 | $0 | 3 |
| Micah S Green | Board Member - End March 2015 | 1 | $0 | $0 | $0 | $0 | 1 |
| John Lothian | Board Member - End March 2015 | 1 | $0 | $0 | $0 | $0 | 1 |
| Vassilis Vergotis | Board Member - End March 2015 | 1 | $0 | $0 | $0 | $0 | 1 |
| John Damgard | Board Member | 1 | $0 | $0 | $0 | $0 | 3 |
2014 · 19 people listed · 3 paid, $714K · 11 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Walter Lukken | Board Member | 1 | $0 | $495,250 | $33,974 | $529,224 | 5 |
| Patricia Foshee | PRESIDENT | 60 | $130,958 | $0 | $23,444 | $154,402 | 1 |
| John Damgard | Board Member | 1 | $30,000 | $0 | $0 | $30,000 | 3 |
| Michael C Dawley | Chairman | 1 | $0 | $0 | $0 | $0 | 5 |
| Gary DeWaal | Co-Vice Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| Thomas Russo | Co-Vice Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| Mark E Holder | Secretary/Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Peter F Borish | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Gerald Corcoran | Board Member | 1 | $0 | $0 | $0 | $0 | 4 |
| Daniel A Driscoll | Board Member | 1 | $0 | $0 | $0 | $0 | 2 |
| Scott Gordon | Board Member | 1 | $0 | $0 | $0 | $0 | 3 |
| Micah S Green | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Arthur W Hahn | Board Member | 1 | $0 | $0 | $0 | $0 | 3 |
| John Lothian | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Vassilis Vergotis | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Thomas F Callahan | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Laurie R Ferber | Board Member | 1 | $0 | $0 | $0 | $0 | 3 |
| Edward A Kwalwasser | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Robert G Pickel | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
2013 · 20 people listed · 4 paid, $1.6M · 8 employees · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Walter Lukken | Board Member | 1 | $0 | $1,099,173 | $46,796 | $1,145,969 | 5 |
| Patricia Foshee | EVP | 60 | $163,806 | $0 | $23,890 | $187,696 | 1 |
| Kevin Baldwin | Director of Education | 40 | $155,109 | $0 | $22,312 | $177,421 | 1 |
| John Damgard | Board Member | 1 | $0 | $120,000 | $0 | $120,000 | 3 |
| Peter F Borish | Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| Gary DeWaal | Vice Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| Mark E Holder | Secretary/Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Thomas Russo | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Thomas F Callahan | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Michael C Dawley | Board Member | 1 | $0 | $0 | $0 | $0 | 5 |
| Daniel A Driscoll | Board Member | 1 | $0 | $0 | $0 | $0 | 2 |
| Laurie R Ferber | Board Member | 1 | $0 | $0 | $0 | $0 | 3 |
| Scott Gordon | Board Member | 1 | $0 | $0 | $0 | $0 | 3 |
| Arthur W Hahn | Board Member | 1 | $0 | $0 | $0 | $0 | 3 |
| Edward A Kwalwasser | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Robert G Pickel | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| John Lothian | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Fernando Centelles | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Vassilis Vergotis | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Micah S Green | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
2012 · 19 people listed · 4 paid, $1.6M · 8 employees · 17 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Walter Lukken | Board Member | 1 | $0 | $919,285 | $40,598 | $959,883 | 5 |
| John M Damgard | Board Member | 1 | $0 | $289,783 | $10,804 | $300,587 | 3 |
| Kevin Baldwin | Director of Education | 40 | $157,976 | $0 | $21,583 | $179,559 | 1 |
| Patricia Foshee | EVP | 60 | $154,737 | $0 | $21,774 | $176,511 | 1 |
| Peter F Borish | Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| Thomas A Russo | Vice Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| Mark E Holder | Secretary/Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Thomas F Callahan | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Michael C Dawley | Board Member | 1 | $0 | $0 | $0 | $0 | 5 |
| Daniel A Driscoll | Board Member | 1 | $0 | $0 | $0 | $0 | 2 |
| Laurie R Ferber | Board Member | 1 | $0 | $0 | $0 | $0 | 3 |
| Scott Gordon | Board Member | 1 | $0 | $0 | $0 | $0 | 3 |
| Arthur W Hahn | Board Member | 1 | $0 | $0 | $0 | $0 | 3 |
| Edward A Kwalwasser | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Robert G Pickel | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Neal Shear | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Fernando Centelles | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Vassilis Vergotis | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Micah S Green | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
2011 · 17 people listed · 3 paid, $1.5M · 8 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| John Damgard | Board Member | 1 | $0 | $1,158,562 | $22,050 | $1,180,612 | 3 |
| Kevin Baldwin | Director, Education | 40 | $156,620 | $0 | $22,340 | $178,960 | 1 |
| Patricia Foshee | EVP | 60 | $145,895 | $0 | $22,019 | $167,914 | 1 |
| Peter F Borish | Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| Thomas A Russo | Vice Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| Mark E Holder | Secretary/Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Thomas F Callahan | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Alger B Chapman | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Michael C Dawley | Board Member | 1 | $0 | $0 | $0 | $0 | 5 |
| Daniel A Driscoll | Board Member | 1 | $0 | $0 | $0 | $0 | 2 |
| Laurie R Ferber | Board Member | 1 | $0 | $0 | $0 | $0 | 3 |
| Scott Gordon | Board Member | 1 | $0 | $0 | $0 | $0 | 3 |
| Arthur W Hahn | Board Member | 1 | $0 | $0 | $0 | $0 | 3 |
| Edward A Kwalwasser | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Robert G Pickel | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Neal Shear | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Fernando Centelles | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 1 contractor · $120K
| Name | Location | Service | Paid |
|---|---|---|---|
| MARY ANN BURNS | ASHBURN, VA | CONSULTANT | $120,000 |
2015 · 1 contractor · $146K
| Name | Location | Service | Paid |
|---|---|---|---|
| Evergreen Financial Management | ARLINGTON, VA | Technology Services | $145,980 |
2014 · 2 contractors · $255K
| Name | Location | Service | Paid |
|---|---|---|---|
| Evergreen Financial Management | ARLINGTON, VA | Technology Services | $133,980 |
| Bluetext | WASHINGTON, DC | Strategic Planning | $120,719 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 2 grants to organizations · $254
2022 · 4 grants to organizations · $40K
2021 · 3 grants to organizations · $213K
2020 · 1 grant to organizations · $200K
Listed grants add up to $200,000; the return's “grants paid” expense line says $205,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 1 grant to organizations · $200K
Listed grants add up to $200,000; the return's “grants paid” expense line says $205,790. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2014 · 1 grant to organizations · $10K
2013 · 1 grant to organizations · $10K
Listed grants add up to $10,000; the return's “grants paid” expense line says $39,725. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2012 · 1 grant to organizations · $20K
Listed grants add up to $20,000; the return's “grants paid” expense line says $87,500. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2011 · 2 grants to organizations · $31K
Listed grants add up to $31,250; the return's “grants paid” expense line says $106,750. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
No contributors are listed on Schedule B in the e-filed returns we have for this organization.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $1,413,733 | $1,271,317 | $4,434,520 | $4,241,981 | - | - | $421,295 | - | - |
| 2023 · Form 990PF | ||||||||
| $425,670 | $1,118,681 | $4,944,781 | $4,695,327 | $0 | - | $286,149 | - | - |
| 2022 · Form 990PF | ||||||||
| $251,587 | $827,624 | $5,099,497 | $4,910,126 | $0 | - | $279,996 | - | - |
| 2021 · Form 990 | ||||||||
| $527,039 | $940,918 | $6,341,875 | $6,174,216 | $86,784 | $110,107 | $297,191 | 2 | 7 |
| 2020 · Form 990 | ||||||||
| $666,210 | $884,781 | $6,579,742 | $6,427,806 | $86,352 | $82,227 | $293,442 | 2 | 7 |
| 2019 · Form 990 | ||||||||
| $407,149 | $994,909 | $6,737,333 | $6,588,273 | $84,672 | $121,191 | $398,733 | 2 | 7 |
| 2018 · Form 990 | ||||||||
| -$11,810 | $862,199 | $6,602,077 | $6,447,308 | $84,672 | $118,597 | $385,468 | 2 | 8 |
| 2017 · Form 990 | ||||||||
| $3,391,428 | $884,101 | $7,573,223 | $7,321,317 | $0 | $152,691 | $220,632 | 3 | 7 |
| 2016 · Form 990 | ||||||||
| $2,082,025 | $1,679,491 | $5,829,192 | $4,726,763 | $0 | $1,956,132 | $185,668 | 7 | 6 |
| 2015 · Form 990 | ||||||||
| $2,058,632 | $1,439,718 | $5,086,107 | $2,906,710 | $0 | $1,951,743 | $170,568 | 10 | 7 |
| 2014 · Form 990 | ||||||||
| $1,936,470 | $1,594,330 | $4,629,936 | $2,435,385 | $5,000 | $1,866,734 | $130,958 | 11 | 13 |
| 2013 · Form 990 | ||||||||
| $1,991,672 | $1,572,146 | $4,093,855 | $1,918,065 | $25,500 | $1,848,412 | $167,612 | 8 | 16 |
| 2012 · Form 990 | ||||||||
| $1,863,854 | $1,643,321 | $3,391,507 | $1,238,479 | $145,000 | $1,598,971 | $158,750 | 8 | 17 |
| 2011 · Form 990 | ||||||||
| $1,613,412 | $1,560,536 | $3,070,139 | $864,113 | $85,000 | $1,464,791 | $145,481 | 8 | 15 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- FUTURES INDUSTRY ASSOCIATION North Tower, DC · 5 people in common (Alicia Crighton, Eric Aldous, John M Damgard)
- NATIONAL FUTURES ASSOCIATION Chicago, IL · 3 people in common (Alicia Crighton, Daniel Driscoll, Michael Dawley)
- FIA Asia Inc Washington, DC · 2 people in common (John M Damgard, Walter Lukken)
- FIA Global Inc Washington, DC · 2 people in common (Michael Dawley, Walter Lukken)
- DERIVATIVES MARKET INSTITUTE FOR STANDARDS INC Washington, DC · 1 person in common (Walter Lukken)
- FUTURES FUNDAMENTALS NFP Chicago, IL · 1 person in common (Michael Dawley)
Funders of this organization
1 grantor reported grants to this organization, $240,000 in all, tax years 2011 to 2013. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| FUTURES INDUSTRY ASSOCIATION | Public charity | Exact | 2011-2013 | 3 | $240,000 | 2013 | $20,000 | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| ECONOMIC POLICY INNOVATION CENTER INC | DC | V22 | $2,662,898 | $2,347,550 | PRESIDENT & CEO/DIRECTOR | $502,771 | Same NTEE code V22, revenue within 2x, same state |
| PLATTE INSTITUTE FOR ECONOMIC RESEARCH INC | NE | V22 | $1,095,599 | $1,095,264 | CEO | $286,576 | Same NTEE code V22, revenue within 2x |
| THE ALPAUGH FAMILY ECONOMIC CENTER FOR EDUCATIONAL AND RESEARCH | OH | V22 | $2,115,052 | $1,943,249 | CO-EXECUTIVE DIRECTOR | $173,354 | Same NTEE code V22, revenue within 2x |
| MAINE CENTER FOR ECONOMIC POLICY | ME | V22 | $1,684,804 | $1,361,597 | EXECUTIVE DI | $160,272 | Same NTEE code V22, revenue within 2x |
| MARYLAND CENTER ON ECONOMIC POLICY INC | MD | V22 | $892,319 | $985,571 | PRESIDENT & CEO | $133,505 | Same NTEE code V22, revenue within 2x |
| CENTER FOR ECONOMIC GROWTH | NY | V22 | $1,456,973 | $1,662,378 | PRESIDENT & CEO | $522,666 | Same NTEE code V22, revenue within 2x |
| SCHUMACHER CENTER FOR A NEW ECONOMICS | MA | V22 | $2,304,833 | $1,714,226 | PRESIDENT | $0 | Same NTEE code V22, revenue within 2x |
| WESTERN ECONOMIC ASSOCIATION INTERNATIONAL | CA | V22 | $998,871 | $1,222,198 | EXECUTIVE DIRECTOR | $162,000 | Same NTEE code V22, revenue within 2x |
| FLORIDA COUNCIL ON ECONOMIC EDUCATION INC | FL | V22 | $1,291,529 | $1,161,486 | EXECUTIVE DIRECTOR | $118,875 | Same NTEE code V22, revenue within 2x |
| REAL CLEAR MEDIA FUND | IL | V22 | $762,336 | $465,148 | PRESIDENT AND DIRECTOR | $0 | Same NTEE code V22, revenue within 2x |
| PARTNERSHIP FOR ECONOMICS EDUCATION AND RESEARCH | MI | V22 | $978,822 | $870,798 | President and Executive Director | $84,222 | Same NTEE code V22, revenue within 2x |
| NATIONAL ACADEMY OF HUMAN RESOURCES FOUNDATION | NY | V22 | $1,578,024 | $1,231,410 | PRESIDENT | $300,000 | Same NTEE code V22, revenue within 2x |
| RADICALXCHANGE FOUNDATION LTD | CA | V22 | $1,855,255 | $2,358,080 | Executive Dir. | $125,788 | Same NTEE code V22, revenue within 2x |
| LEADERSHIP LEGACY LIFE FOUNDATION | DE | V22 | $1,106,362 | $1,113,318 | President (ex officio non-voting) | $185,131 | Same NTEE code V22, revenue within 2x |
| NORTH CAROLINA COUNCIL ON ECONOMIC EDUCATION | NC | V22 | $792,635 | $741,621 | EXECUTIVE DIRECTOR | $139,650 | Same NTEE code V22, revenue within 2x |
| GEORGIA COUNCIL ON ECONOMIC EDUCATION | GA | V22 | $1,354,485 | $1,162,010 | Executive Director | $212,536 | Same NTEE code V22, revenue within 2x |
| VIRGINIA COUNCIL ON ECONOMIC EDUCATION | VA | V22 | $781,567 | $1,035,401 | President and CEO | $137,758 | Same NTEE code V22, revenue within 2x |
| TUSCARAWAS COUNTY ECONOMIC DEVELOPMENT CORPORATION | OH | V22 | $1,999,813 | $1,972,871 | ACTING SECRETARY / EXECDIR | $131,041 | Same NTEE code V22, revenue within 2x |
| PUGET SOUND SAGE | WA | V22 | $1,326,559 | $1,333,716 | EXECUTIVE DI | $131,870 | Same NTEE code V22, revenue within 2x |
| APPLIED ECONOMICS CLINIC | MA | V22 | $1,826,294 | $1,801,775 | PRESIDENT/EXECUTIVE DIRECTOR | $219,794 | Same NTEE code V22, revenue within 2x |
| DETROIT ECONOMIC CLUB | MI | V22 | $1,869,896 | $2,094,248 | DIRECTOR, PRESIDENT & CEO | $468,508 | Same NTEE code V22, revenue within 2x |
| BETTER MARKETS INC | DC | V22 | $4,308,388 | $4,608,094 | PRESIDENT & CEO | $467,716 | Same NTEE code V22, revenue within 5x, same state |
| THE INSTITUTE FOR NEW ECONOMIC THINKING INC | NY | V22 | $429,626 | $5,803,431 | PRESIDENT | $521,435 | Same NTEE code V22, revenue within 5x |
| INSTITUTE FOR ECONOMICS AND PEACE | NY | V22 | $525,507 | $497,062 | EXECUTIVE DIRECTOR | $194,320 | Same NTEE code V22, revenue within 5x |
| CLOUD INSTITUTE FOR SUSTAINABILITY EDUCATION | NY | V22 | $360,769 | $372,519 | President | $175,483 | Same NTEE code V22, revenue within 5x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $1,271,317 spent · pay $641,817 · grants $254 · events $24,098
| Line | As described | Total | Share |
|---|---|---|---|
| Pay: officers, directors, trustees | $421,295 | 33.1% | |
| Fees: other professional | $314,886 | 24.8% | |
| Other expenses | $137,333 | 10.8% | |
| Other salaries and wages | $115,982 | 9.1% | |
| Pension plans and employee benefits | $104,540 | 8.2% | |
| Fees: legal | $63,907 | 5.0% | |
| Occupancy | $41,676 | 3.3% | |
| Travel, conferences and meetings | $24,098 | 1.9% | |
| Taxes | $23,147 | 1.8% | |
| Fees: accounting | $12,409 | 1.0% | |
| Depreciation and depletion | $11,790 | 0.9% | |
| Contributions, gifts, grants paid | $254 | 0.0% | |
| Total | $1,271,317 | 100% |
2023 · Form 990PF · $1,118,681 spent · pay $609,843 · grants $0 · events $19,129
| Line | As described | Total | Share |
|---|---|---|---|
| Pay: officers, directors, trustees | $286,149 | 25.6% | |
| Fees: other professional | $264,113 | 23.6% | |
| Other salaries and wages | $237,746 | 21.3% | |
| Other expenses | $119,711 | 10.7% | |
| Pension plans and employee benefits | $85,948 | 7.7% | |
| Occupancy | $41,676 | 3.7% | |
| Taxes | $24,977 | 2.2% | |
| Depreciation and depletion | $20,113 | 1.8% | |
| Travel, conferences and meetings | $19,129 | 1.7% | |
| Fees: accounting | $14,469 | 1.3% | |
| Fees: legal | $4,650 | 0.4% | |
| Total | $1,118,681 | 100% |
2022 · Form 990PF · $827,624 spent · pay $494,060 · grants $40,436 · events $7,373
| Line | As described | Total | Share |
|---|---|---|---|
| Pay: officers, directors, trustees | $279,996 | 33.8% | |
| Other salaries and wages | $130,508 | 15.8% | |
| Fees: other professional | $105,890 | 12.8% | |
| Other expenses | $92,487 | 11.2% | |
| Pension plans and employee benefits | $83,556 | 10.1% | |
| Occupancy | $41,676 | 5.0% | |
| Contributions, gifts, grants paid | $40,436 | 4.9% | |
| Taxes | $25,260 | 3.1% | |
| Fees: accounting | $10,425 | 1.3% | |
| Depreciation and depletion | $10,017 | 1.2% | |
| Travel, conferences and meetings | $7,373 | 0.9% | |
| Total | $827,624 | 100% |
2021 · Form 990 · $940,918 spent · pay $511,058 · grants $212,666 · events $36,950
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $297,191 | $297,191 | - | - | 31.6% | |
| Grants to US organizations and governments | $212,666 | $212,666 | - | - | 22.6% | |
| Other salaries and wages | $166,266 | $166,266 | - | - | 17.7% | |
| Fees: other services | $43,085 | $43,085 | - | - | 4.6% | |
| Occupancy | $39,528 | $39,528 | - | - | 4.2% | |
| Conferences, conventions and meetings | $36,950 | $36,950 | - | - | 3.9% | |
| Fees: investment management | $32,864 | $32,864 | - | - | 3.5% | |
| Payroll taxes | $25,567 | $25,567 | - | - | 2.7% | |
| Advertising and promotion | $19,884 | $19,884 | - | - | 2.1% | |
| Other employee benefits | $11,575 | $11,575 | - | - | 1.2% | |
| Pension plan contributions | $10,459 | $10,459 | - | - | 1.1% | |
| Fees: accounting | $9,825 | $9,825 | - | - | 1.0% | |
| Other (as described) | TRUSTEE & CUSTODIAL FEES | $7,023 | $7,023 | - | - | 0.7% |
| Other (as described) | BANK SERVICE CHARGES | $5,097 | $5,097 | - | - | 0.5% |
| Depreciation and depletion | $4,189 | $4,189 | - | - | 0.4% | |
| Office expenses | $3,956 | $3,956 | - | - | 0.4% | |
| Other (as described) | CREDIT CARD SERVICE CHARGES | $3,813 | $3,813 | - | - | 0.4% |
| Travel | $3,497 | $3,497 | - | - | 0.4% | |
| Information technology | $3,412 | $3,412 | - | - | 0.4% | |
| Other (as described) | BAD DEBTS EXPENSE | $2,000 | $2,000 | - | - | 0.2% |
| Insurance | $1,602 | $1,602 | - | - | 0.2% | |
| All other expenses | $469 | $469 | - | - | 0.0% | |
| Total | $940,918 | 100% |
2020 · Form 990 · $884,781 spent · pay $496,847 · grants $205,000 · events $27,500
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $293,442 | $293,442 | $0 | $0 | 33.2% | |
| Grants to US organizations and governments | $205,000 | $205,000 | - | - | 23.2% | |
| Other salaries and wages | $159,329 | $159,329 | $0 | $0 | 18.0% | |
| Occupancy | $38,430 | $38,430 | $0 | $0 | 4.3% | |
| Fees: investment management | $38,386 | $38,386 | $0 | $0 | 4.3% | |
| Conferences, conventions and meetings | $27,500 | $27,500 | $0 | $0 | 3.1% | |
| Payroll taxes | $25,101 | $25,101 | $0 | $0 | 2.8% | |
| Fees: other services | $21,892 | $21,892 | $0 | $0 | 2.5% | |
| Advertising and promotion | $13,048 | $13,048 | $0 | $0 | 1.5% | |
| Pension plan contributions | $10,116 | $10,116 | $0 | $0 | 1.1% | |
| Depreciation and depletion | $9,999 | $9,999 | $0 | $0 | 1.1% | |
| Other employee benefits | $8,859 | $8,859 | $0 | $0 | 1.0% | |
| Other (as described) | TRUSTEE & CUSTODIAL FEES | $6,999 | $6,999 | $0 | $0 | 0.8% |
| Office expenses | $5,342 | $5,342 | $0 | $0 | 0.6% | |
| Information technology | $5,292 | $5,292 | $0 | $0 | 0.6% | |
| Fees: accounting | $4,800 | $4,800 | $0 | $0 | 0.5% | |
| Other (as described) | BANK SERVICE CHARGES | $4,477 | $4,477 | $0 | $0 | 0.5% |
| Other (as described) | CREDIT CARD SERVICE CHARGES | $3,580 | $3,580 | $0 | $0 | 0.4% |
| Insurance | $1,624 | $1,624 | $0 | $0 | 0.2% | |
| Other (as described) | MISCELLANEOUS TAXES | $804 | $804 | $0 | $0 | 0.1% |
| Travel | $520 | $520 | $0 | $0 | 0.1% | |
| All other expenses | $241 | $241 | - | - | 0.0% | |
| Total | $884,781 | 100% |
2019 · Form 990 · $994,909 spent · pay $483,849 · grants $205,790 · events $53,242
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $398,733 | $398,733 | $0 | $0 | 40.1% | |
| Grants to US organizations and governments | $205,790 | $205,790 | - | - | 20.7% | |
| Conferences, conventions and meetings | $53,242 | $53,242 | $0 | $0 | 5.4% | |
| Fees: other services | $47,951 | $47,951 | $0 | $0 | 4.8% | |
| Pay: disqualified persons | $47,940 | $47,940 | $0 | $0 | 4.8% | |
| Fees: investment management | $44,960 | $44,960 | $0 | $0 | 4.5% | |
| Occupancy | $36,732 | $36,732 | $0 | $0 | 3.7% | |
| Depreciation and depletion | $34,738 | $34,738 | $0 | $0 | 3.5% | |
| Office expenses | $33,491 | $33,491 | $0 | $0 | 3.4% | |
| Payroll taxes | $21,736 | $21,736 | $0 | $0 | 2.2% | |
| Travel | $15,588 | $15,588 | $0 | $0 | 1.6% | |
| Other employee benefits | $15,440 | $15,440 | $0 | $0 | 1.6% | |
| Advertising and promotion | $12,940 | $12,940 | $0 | $0 | 1.3% | |
| Fees: accounting | $8,801 | $8,801 | $0 | $0 | 0.9% | |
| Other (as described) | TRUSTEE & CUSTODIAL FEES | $6,494 | $6,494 | $0 | $0 | 0.7% |
| Information technology | $5,107 | $5,107 | $0 | $0 | 0.5% | |
| Fees: legal | $2,438 | $2,438 | $0 | $0 | 0.2% | |
| Insurance | $1,707 | $1,707 | $0 | $0 | 0.2% | |
| Other (as described) | MISCELLANEOUS TAXES | $1,081 | $1,081 | $0 | $0 | 0.1% |
| Total | $994,909 | 100% |
2018 · Form 990 · $862,199 spent · pay $476,558 · grants $0 · events $79,044
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $385,468 | $385,468 | - | - | 44.7% | |
| Fees: other services | $79,990 | $79,990 | - | - | 9.3% | |
| Conferences, conventions and meetings | $79,044 | $79,044 | - | - | 9.2% | |
| Advertising and promotion | $54,614 | $54,614 | - | - | 6.3% | |
| Pay: disqualified persons | $47,940 | $47,940 | - | - | 5.6% | |
| Fees: investment management | $44,472 | $44,472 | - | - | 5.2% | |
| Occupancy | $37,071 | $37,071 | - | - | 4.3% | |
| Depreciation and depletion | $34,552 | $34,552 | - | - | 4.0% | |
| Payroll taxes | $22,208 | $22,208 | - | - | 2.6% | |
| Office expenses | $19,217 | $19,217 | - | - | 2.2% | |
| Other salaries and wages | $17,469 | $17,469 | - | - | 2.0% | |
| Travel | $11,824 | $11,824 | - | - | 1.4% | |
| Fees: accounting | $7,867 | $7,867 | - | - | 0.9% | |
| Other (as described) | TRUSTEE & CUSTODIAL FEES | $6,884 | $6,884 | - | - | 0.8% |
| Information technology | $3,967 | $3,967 | - | - | 0.5% | |
| Insurance | $3,767 | $3,767 | - | - | 0.4% | |
| Other employee benefits | $1,912 | $1,912 | - | - | 0.2% | |
| Fees: legal | $1,828 | $1,828 | - | - | 0.2% | |
| Pension plan contributions | $1,561 | $1,561 | - | - | 0.2% | |
| Other (as described) | MISCELLANEOUS TAXES | $544 | $544 | $0 | $0 | 0.1% |
| Total | $862,199 | 100% |
2017 · Form 990 · $884,101 spent · pay $497,261 · grants $0 · events $94,511
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $245,723 | $245,723 | - | - | 27.8% | |
| Pay: officers, directors, trustees, key employees | $220,632 | $220,632 | - | - | 25.0% | |
| Conferences, conventions and meetings | $94,511 | $94,511 | - | - | 10.7% | |
| Fees: other services | $94,501 | $94,501 | - | - | 10.7% | |
| Occupancy | $39,367 | - | $39,367 | - | 4.5% | |
| Office expenses | $33,731 | $33,731 | - | - | 3.8% | |
| Other (as described) | TRUSTEE & CUSTODIAL FEES | $28,813 | - | $28,813 | - | 3.3% |
| Depreciation and depletion | $26,541 | - | $26,541 | - | 3.0% | |
| Payroll taxes | $24,683 | $24,683 | - | - | 2.8% | |
| Travel | $22,574 | $22,574 | - | - | 2.6% | |
| Advertising and promotion | $14,820 | $14,820 | - | - | 1.7% | |
| Fees: investment management | $13,770 | - | $13,770 | - | 1.6% | |
| Fees: accounting | $6,700 | - | $6,700 | - | 0.8% | |
| Information technology | $4,477 | $4,477 | - | - | 0.5% | |
| Fees: legal | $4,278 | - | $4,278 | - | 0.5% | |
| Pension plan contributions | $4,249 | $4,249 | - | - | 0.5% | |
| Other employee benefits | $1,974 | $1,974 | - | - | 0.2% | |
| Insurance | $1,516 | - | $1,516 | - | 0.2% | |
| Other (as described) | MISCELLANEOUS TAXES | $1,241 | - | $1,241 | - | 0.1% |
| Total | $884,101 | 100% |
2016 · Form 990 · $1,679,491 spent · pay $1,011,072 · grants $0 · events $50,624
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $658,160 | $658,160 | - | - | 39.2% | |
| Fees: other services | $310,370 | $274,041 | $36,329 | $0 | 18.5% | |
| Pay: officers, directors, trustees, key employees | $185,668 | - | $185,668 | - | 11.1% | |
| Occupancy | $138,924 | - | $138,924 | - | 8.3% | |
| Other employee benefits | $59,698 | $59,698 | - | - | 3.6% | |
| Pension plan contributions | $56,641 | $56,641 | - | - | 3.4% | |
| Office expenses | $56,388 | $54,341 | $2,047 | - | 3.4% | |
| Payroll taxes | $50,905 | $50,905 | - | - | 3.0% | |
| Conferences, conventions and meetings | $50,624 | $50,624 | - | - | 3.0% | |
| Travel | $30,179 | $30,179 | - | - | 1.8% | |
| Other (as described) | TRUSTEE AND CUSTODIAL FEES | $24,623 | - | $24,623 | - | 1.5% |
| Fees: legal | $16,499 | $16,499 | - | - | 1.0% | |
| Fees: investment management | $12,775 | - | $12,775 | - | 0.8% | |
| Advertising and promotion | $10,138 | $5,063 | $5,075 | - | 0.6% | |
| Insurance | $7,369 | - | $7,369 | - | 0.4% | |
| Fees: accounting | $4,143 | - | $4,143 | - | 0.2% | |
| Information technology | $3,159 | $3,159 | - | - | 0.2% | |
| Depreciation and depletion | $2,185 | - | $2,185 | - | 0.1% | |
| Other (as described) | MISCELLANEOUS TAXES | $1,043 | - | $1,043 | - | 0.1% |
| Total | $1,679,491 | 100% |
2015 · Form 990 · $1,439,718 spent · pay $824,918 · grants $0 · events $193,713
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $497,091 | $452,354 | $44,737 | - | 34.5% | |
| Information technology | $235,253 | $214,080 | $21,173 | - | 16.3% | |
| Conferences, conventions and meetings | $193,713 | $193,713 | - | - | 13.5% | |
| Pay: officers, directors, trustees, key employees | $170,568 | $155,217 | $15,351 | - | 11.8% | |
| Other employee benefits | $63,413 | $57,706 | $5,707 | - | 4.4% | |
| Office expenses | $61,655 | $56,105 | $5,550 | - | 4.3% | |
| Payroll taxes | $53,791 | $48,950 | $4,841 | - | 3.7% | |
| Travel | $44,144 | $40,171 | $3,973 | - | 3.1% | |
| Pension plan contributions | $40,055 | $36,450 | $3,605 | - | 2.8% | |
| Fees: accounting | $24,105 | - | $24,105 | - | 1.7% | |
| Fees: investment management | $19,621 | - | $19,621 | - | 1.4% | |
| Fees: other services | $14,841 | $13,505 | $1,336 | - | 1.0% | |
| Fees: legal | $8,108 | - | $8,108 | - | 0.6% | |
| Insurance | $6,728 | - | $6,728 | - | 0.5% | |
| Depreciation and depletion | $2,590 | - | $2,590 | - | 0.2% | |
| Advertising and promotion | $2,291 | $2,085 | $206 | - | 0.2% | |
| Other (as described) | TAXES AND LICENSES | $1,707 | - | $1,707 | $0 | 0.1% |
| Occupancy | $44 | $40 | $4 | - | 0.0% | |
| Total | $1,439,718 | 100% |
2014 · Form 990 · $1,594,330 spent · pay $825,778 · grants $10,000 · events $50,580
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $544,105 | $429,843 | $114,262 | - | 34.1% | |
| Information technology | $290,626 | $229,595 | $61,031 | - | 18.2% | |
| Fees: other services | $251,651 | $198,804 | $52,847 | - | 15.8% | |
| Pay: officers, directors, trustees, key employees | $130,958 | $103,457 | $27,501 | - | 8.2% | |
| Office expenses | $69,607 | $54,990 | $14,617 | - | 4.4% | |
| Other employee benefits | $54,359 | $42,944 | $11,415 | - | 3.4% | |
| Conferences, conventions and meetings | $50,580 | $39,958 | $10,622 | - | 3.2% | |
| Pension plan contributions | $50,567 | $39,948 | $10,619 | - | 3.2% | |
| Payroll taxes | $45,789 | $36,173 | $9,616 | - | 2.9% | |
| Travel | $31,045 | $24,526 | $6,519 | - | 1.9% | |
| Fees: investment management | $21,331 | $16,851 | $4,480 | - | 1.3% | |
| Advertising and promotion | $15,382 | $12,152 | $3,230 | - | 1.0% | |
| Fees: accounting | $13,996 | $11,057 | $2,939 | - | 0.9% | |
| Grants to US organizations and governments | $10,000 | $10,000 | - | - | 0.6% | |
| Insurance | $5,678 | $4,486 | $1,192 | - | 0.4% | |
| Fees: legal | $3,836 | $3,030 | $806 | - | 0.2% | |
| Depreciation and depletion | $3,128 | $2,471 | $657 | - | 0.2% | |
| Other (as described) | TAXES AND LICENSES | $1,671 | $1,320 | $351 | - | 0.1% |
| Occupancy | $21 | $17 | $4 | - | 0.0% | |
| Total | $1,594,330 | 100% |
2013 · Form 990 · $1,572,146 spent · pay $862,440 · grants $39,725 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $527,257 | $384,898 | $142,359 | - | 33.5% | |
| Fees: other services | $306,419 | $223,686 | $82,733 | - | 19.5% | |
| Information technology | $177,435 | $129,528 | $47,907 | - | 11.3% | |
| Pay: officers, directors, trustees, key employees | $167,612 | $122,357 | $45,255 | - | 10.7% | |
| Travel | $127,380 | $92,987 | $34,393 | - | 8.1% | |
| Pension plan contributions | $61,649 | $45,004 | $16,645 | - | 3.9% | |
| Other employee benefits | $58,258 | $42,528 | $15,730 | - | 3.7% | |
| Payroll taxes | $47,664 | $34,795 | $12,869 | - | 3.0% | |
| Office expenses | $35,333 | $25,792 | $9,541 | - | 2.2% | |
| Grants to US individuals | $18,750 | $18,750 | - | - | 1.2% | |
| Grants to US organizations and governments | $13,475 | $13,475 | - | - | 0.9% | |
| Fees: accounting | $10,186 | $7,436 | $2,750 | - | 0.6% | |
| Grants outside the US | $7,500 | $7,500 | - | - | 0.5% | |
| Insurance | $5,264 | $3,843 | $1,421 | - | 0.3% | |
| Depreciation and depletion | $4,092 | $2,987 | $1,105 | - | 0.3% | |
| Fees: legal | $2,000 | $1,460 | $540 | - | 0.1% | |
| Other (as described) | TAXES AND LICENSES | $1,779 | $1,299 | $480 | - | 0.1% |
| Occupancy | $93 | $68 | $25 | - | 0.0% | |
| Total | $1,572,146 | 100% |
2012 · Form 990 · $1,643,321 spent · pay $816,510 · grants $87,500 · events $258,315
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $506,564 | $368,272 | $138,292 | - | 30.8% | |
| Conferences, conventions and meetings | $258,315 | $188,634 | $69,681 | - | 15.7% | |
| Fees: management | $174,562 | $126,907 | $47,655 | - | 10.6% | |
| Pay: officers, directors, trustees, key employees | $158,750 | $115,411 | $43,339 | $0 | 9.7% | |
| Office expenses | $141,200 | $78,765 | $62,435 | - | 8.6% | |
| Travel | $137,547 | $99,997 | $37,550 | - | 8.4% | |
| Other employee benefits | $53,008 | $38,537 | $14,471 | - | 3.2% | |
| Pension plan contributions | $52,110 | $37,884 | $14,226 | - | 3.2% | |
| Grants to US individuals | $48,750 | $48,750 | - | - | 3.0% | |
| Payroll taxes | $46,078 | $33,499 | $12,579 | - | 2.8% | |
| Grants to US organizations and governments | $23,750 | $23,750 | - | - | 1.4% | |
| Grants outside the US | $15,000 | $15,000 | - | - | 0.9% | |
| Fees: legal | $13,983 | $10,166 | $3,817 | - | 0.9% | |
| Fees: accounting | $6,135 | $4,460 | $1,675 | - | 0.4% | |
| Depreciation and depletion | $3,995 | $2,904 | $1,091 | - | 0.2% | |
| Information technology | $2,576 | $1,873 | $703 | - | 0.2% | |
| Other (as described) | TAXES AND LICENSES | $998 | $726 | $272 | - | 0.1% |
| Total | $1,643,321 | 100% |
2011 · Form 990 · $1,560,536 spent · pay $775,198 · grants $106,750 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $485,998 | $343,610 | $127,277 | $15,111 | 31.1% | |
| Fees: other services | $219,304 | $163,257 | $56,047 | - | 14.1% | |
| Other (as described) | CONFERENCE EXPENSES | $174,131 | $174,131 | - | - | 11.2% |
| Travel | $147,312 | $65,356 | $68,151 | $13,805 | 9.4% | |
| Pay: officers, directors, trustees, key employees | $145,481 | $145,481 | - | - | 9.3% | |
| Payroll taxes | $88,076 | $68,217 | $17,752 | $2,107 | 5.6% | |
| Office expenses | $73,211 | $38,248 | $30,976 | $3,987 | 4.7% | |
| Pension plan contributions | $44,334 | $34,337 | $8,936 | $1,061 | 2.8% | |
| Grants to US individuals | $43,625 | $43,625 | - | - | 2.8% | |
| Grants outside the US | $31,875 | $31,875 | - | - | 2.0% | |
| Grants to US organizations and governments | $31,250 | $31,250 | - | - | 2.0% | |
| Other (as described) | PRINTING | $29,194 | $7,711 | $19,985 | $1,498 | 1.9% |
| Other employee benefits | $11,309 | $8,759 | $2,279 | $271 | 0.7% | |
| Insurance | $10,123 | $1,594 | $8,529 | - | 0.6% | |
| Fees: accounting | $9,485 | - | $9,485 | - | 0.6% | |
| Other (as described) | MISCELLANEOUS EXPENSES | $8,713 | $5,623 | $855 | $2,235 | 0.6% |
| Depreciation and depletion | $3,547 | - | $3,547 | - | 0.2% | |
| Other (as described) | ADVERTISING | $2,712 | $589 | $80 | $2,043 | 0.2% |
| Fees: legal | $856 | - | $856 | - | 0.1% | |
| Total | $1,560,536 | 100% |
Federal grants and contracts
Awards from USAspending.gov to a recipient with this organization's name and zip code. Obligations by federal fiscal year (October to September); each award links to its page on usaspending.gov.
| Fiscal year | Grants and other assistance | Contracts | Awards |
|---|---|---|---|
| 2019 | $0 | $8,050 | 1 |
| 2017 | $0 | $7,750 | 1 |
| 2013 | $0 | $8,500 | 1 |
| 2011 | $0 | $17,000 | 1 |
Largest awards · 4 shown
| Year | Agency | Kind | Program | Description | Obligated |
|---|---|---|---|---|---|
| 2019 | Defense Logistics Agency | Contract | PROFESSIONAL AND MANAGEMENT DEVELOPMENT TRAINING 611430 | 8506714453!OTHER EDUCATION AND TRAINING | $8,050 |
| 2017 | Defense Logistics Agency | Contract | PROFESSIONAL AND MANAGEMENT DEVELOPMENT TRAINING 611430 | IGF::OT::IGF!8504681353!OTHER EDUCATION | $7,750 |
| 2013 | Commodity Futures Trading Commission | Contract | PERIODICAL PUBLISHERS 511120 | SUBSCRIPTION TO VENDORS POSITION LIMITS DATABANK | $8,500 |
| 2011 | Commodity Futures Trading Commission | Contract | PERIODICAL PUBLISHERS 511120 | SUBSCRIPTION TO VENDORS POSITION LIMITS DATABANK | $17,000 |
Trademarks
1 US trademark, 1 live.
- Institute for Financial Markets 1 marks, DC FUZZY medium confidence: same name (governing-board words and legal endings aside) and state
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| THE INSTITUTE FOR FINANCIAL MARKETS | 76286403 | 2001-07-16 | Registered and renewed | TRCFECO2, file of 2024-03-27 |
The newest marks of the trademark owners above, matched to this record by name (and state).
Comments