NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION
Cite this
Plain text NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION. furp.org, nonprofit organization profile, tax years 2020–2025. https://furp.org/org/national-endowment-for-financial-education-840632115. Retrieved 2026-11-01.
APA furp.org. (n.d.). NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION [Nonprofit organization profile; tax years 2020–2025]. Retrieved November 1, 2026, from https://furp.org/org/national-endowment-for-financial-education-840632115
MLA “NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION.” furp.org, tax years 2020–2025, https://furp.org/org/national-endowment-for-financial-education-840632115. Accessed 1 Nov. 2026.
Retrieved 2026-11-01; covers tax years 2020–2025. Data: furp.org, CC BY 4.0.
2025 · Form 990PF · revenue $14.8M · expenses $9.4M · assets $154.8M
- Also known as
- FINANCIAL EDUCATION
- EIN
- 84-0632115
- Address
- 1550 MARKET STREET SUITE 475, DENVER, CO 80202-2054
- Website
- WWW.NEFE.ORG
- NTEE code
- B99
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- December 2022 (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 operating foundation) Pub 78 ↗
- Foundation status
- Private operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
15 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 |
|---|---|---|---|---|---|
| Billy Hensley | PRES. & CEO | 2020-2025 | $531,138 | $2,796,187 | 1 |
| Joanne Flores Moses | TREAS. & CFO | 2020-2025 | $371,303 | $1,936,864 | 1 |
| Beth Bean | SR VP RES & | 2021-2025 | $268,481 | $1,133,346 | 1 |
| Paul Golden | MD MEDIA | 2020-2025 | $156,901 | $848,187 | 1 |
| Brian Ford | SEC. & COS | 2021-2025 | $186,619 | $833,239 | 1 |
| Michelle Samuels-Jones | SR VP EQUITY | 2024-2025 | $281,628 | $515,201 | 1 |
| Amarie Fisher | SR. DIR & CO | 2023-2025 | $160,192 | $445,288 | 1 |
| Joshua Caraballo | MD RES & GRA | 2024-2025 | $143,498 | $282,872 | 1 |
| Annette Fowler (former) | SR. DIR. OPE | 2020-2023 | $201,198 | $746,500 | 1 |
| Chris Shannon (former) | VP External Affairs | 2020-2021 | $215,485 | $436,365 | 1 |
| Jill Jones (former) | MD RESEARCH | 2020-2022 | $125,224 | $378,771 | 1 |
| Amelia Conrad (former) | MD INSIGHTS | 2022-2023 | $124,362 | $241,595 | 1 |
| Carol Chapman (former) | Secretary & Exec Assistant (thru 5/21) | 2020-2021 | $83,734 | $215,041 | 1 |
| Katherine Sauer (former) | VP Research and Prog | 2020 | $203,919 | $203,919 | 1 |
| Colleen Walker (former) | MEMBER | 2020-2023 | $0 | $802 | 1 |
Officers and directors, no compensation reported
23 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 |
|---|---|---|---|---|---|
| Jason Young | MEMBER | 2020-2025 | 1 | $0 reported | 1 |
| Dionne Blue Phd | CHAIR | 2020-2025 | 1 | $0 reported | 1 |
| Rick Ketchum | MEMBER | 2020-2025 | 1 | $0 reported | 1 |
| Rachelle Feldman | VICE CHAIR | 2020-2025 | 1 | $0 reported | 1 |
| Megan Gorman | MEMBER | 2021-2025 | 1 | $0 reported | 1 |
| Jourdan Jones | MEMBER | 2020-2025 | 1 | $0 reported | 1 |
| Beth Lesen Phd | MEMBER | 2024-2025 | 1 | $0 reported | 1 |
| Margaret Libby | MEMBER | 2020-2025 | 1 | $0 reported | 1 |
| Bob Lewis | MEMBER | 2023-2025 | 1 | $0 reported | 1 |
| Christine Lovely | MEMBER | 2023-2025 | 1 | $0 reported | 1 |
| Connie Weaver | MEMBER | 2021-2025 | 1 | $0 reported | 1 |
| Loretta Sanchez | MEMBER | 2023-2025 | 1 | $0 reported | 1 |
| Tracy Shaw | MEMBER | 2025 | 1 | $0 reported | 1 |
| Manisha Thakor | MEMBER | 2020-2025 | 1 | $0 reported | 1 |
| Nancy Kim Yun (former) | MEMBER | 2024 | 1 | $0 reported | 1 |
| Robin Nunn (former) | MEMBER | 2021-2024 | 1 | $0 reported | 1 |
| Kevin Plummer (former) | MEMBER | 2020-2024 | 1 | $0 reported | 1 |
| Helen Norris (former) | MEMBER | 2020-2023 | 1 | $0 reported | 1 |
| Doug Mccormick (former) | MEMBER | 2020-2022 | 1 | $0 reported | 1 |
| Joyce Nelson (former) | MEMBER | 2020-2022 | 1 | $0 reported | 1 |
| Greg Maged (former) | Chair | 2020-2021 | 1 | $0 reported | 1 |
| David G Strege (former) | Emeritus Chair | 2020-2021 | 1 | $0 reported | 1 |
| Patrick Bannigan (former) | Emeritus Chair | 2020 | 1 | $0 reported | 1 |
People by year
2025 · 22 people listed · 8 paid, $2.1M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BILLY HENSLEY | PRES. & CEO | 40 | $502,476 | - | $28,662 | $531,138 | 1 |
| JOANNE FLORES MOSES | TREAS. & CFO | 40 | $312,807 | - | $58,496 | $371,303 | 1 |
| MICHELLE SAMUELS-JONES | SR VP EQUITY | 40 | $243,371 | - | $38,257 | $281,628 | 1 |
| BETH BEAN | SR VP RES & | 40 | $245,030 | - | $23,451 | $268,481 | 1 |
| BRIAN FORD | SEC. & COS | 40 | $171,946 | - | $14,673 | $186,619 | 1 |
| AMARIE FISHER | SR. DIR & CO | 40 | $136,019 | - | $24,173 | $160,192 | 1 |
| PAUL GOLDEN | MD MEDIA | 40 | $123,944 | - | $32,957 | $156,901 | 1 |
| JOSHUA CARABALLO | MD RES & GRA | 40 | $123,945 | - | $19,553 | $143,498 | 1 |
| DIONNE BLUE PHD | CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| RACHELLE FELDMAN | VICE CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| JASON YOUNG | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| RICK KETCHUM | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| MEGAN GORMAN | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| JOURDAN JONES | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| BETH LESEN PHD | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| MARGARET LIBBY | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| BOB LEWIS | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| CHRISTINE LOVELY | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| CONNIE WEAVER | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| LORETTA SANCHEZ | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| TRACY SHAW | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| MANISHA THAKOR | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
2024 · 23 people listed · 8 paid, $2.0M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BILLY HENSLEY | PRES. & CEO | 40 | $487,288 | - | $27,145 | $514,433 | 1 |
| JOANNE FLORES MOSES | TREAS. & CFO | 40 | $309,633 | - | $54,438 | $364,071 | 1 |
| BETH BEAN | SR VP RES & | 40 | $239,846 | - | $21,942 | $261,788 | 1 |
| MICHELLE SAMUELS-JONES | SR VP EQUITY | 40 | $200,408 | - | $33,165 | $233,573 | 1 |
| BRIAN FORD | SEC. & COS | 40 | $167,371 | - | $13,751 | $181,122 | 1 |
| PAUL GOLDEN | MD MEDIA | 40 | $123,275 | - | $30,512 | $153,787 | 1 |
| AMARIE FISHER | SR. DIR & CO | 40 | $130,166 | - | $18,747 | $148,913 | 1 |
| JOSHUA CARABALLO | MD RES & GRA | 40 | $121,200 | - | $18,174 | $139,374 | 1 |
| JASON YOUNG | CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| DIONNE BLUE PHD | VICE CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| RICK KETCHUM | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| RACHELLE FELDMAN | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| MEGAN GORMAN | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| JOURDAN JONES | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| NANCY KIM YUN | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| BETH LESEN PHD | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| MARGARET LIBBY | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| ROBIN NUNN | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| KEVIN PLUMMER | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| BOB LEWIS | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| CHRISTINE LOVELY | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| CONNIE WEAVER | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| LORETTA SANCHEZ | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
2023 · 24 people listed · 8 paid, $1.9M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BILLY HENSLEY | PRES. & CEO | 40 | $465,143 | - | $24,262 | $489,405 | 1 |
| JOANNE FLORES MOSES | TREAS. & CFO | 40 | $295,392 | - | $54,993 | $350,385 | 1 |
| BETH BEAN | SR VP | 40 | $228,201 | - | $21,229 | $249,430 | 1 |
| ANNETTE FOWLER | SR. DIR. OPE | 40 | $158,592 | - | $42,606 | $201,198 | 1 |
| BRIAN FORD | SEC. & COS | 40 | $155,574 | - | $13,422 | $168,996 | 1 |
| PAUL GOLDEN | MD MEDIA | 40 | $119,302 | - | $27,622 | $146,924 | 1 |
| AMARIE FISHER | SR. DIR & CO | 40 | $117,838 | - | $18,345 | $136,183 | 1 |
| AMELIA CONRAD | MD INSIGHTS | 40 | $117,676 | - | $6,686 | $124,362 | 1 |
| RACHELLE FELDMAN | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| MARGARET LIBBY | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| COLLEEN WALKER | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| MEGAN GORMAN | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| HELEN NORRIS | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| JASON YOUNG | VICE CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| RICK KETCHUM | CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| MANISHA THAKOR | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| DIONNE BLUE PHD | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| JOURDAN JONES | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| ROBIN NUNN | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| CONNIE WEAVER | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| KEVIN PLUMMER | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| BOB LEWIS | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| CHRISTINE LOVELY | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| LORETTA SANCHEZ | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
2022 · 23 people listed · 9 paid, $1.7M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BILLY HENSLEY | PRES. & CEO | 40 | $428,004 | - | $20,871 | $448,875 | 1 |
| JOANNE FLORES MOSES | TREAS. & CFO | 40 | $269,235 | - | $43,503 | $312,738 | 1 |
| BETH BEAN | SR VP INSTIT | 40 | $215,066 | - | $19,282 | $234,348 | 1 |
| ANNETTE FOWLER | SR. DIR. OPE | 40 | $149,806 | - | $38,536 | $188,342 | 1 |
| BRIAN FORD | SEC. & COS | 40 | $142,846 | - | $14,914 | $157,760 | 1 |
| PAUL GOLDEN | MD EXEC COMM | 40 | $112,191 | - | $22,460 | $134,651 | 1 |
| JILL JONES | MD RESEARCH | 40 | $110,212 | - | $15,012 | $125,224 | 1 |
| AMELIA CONRAD | MD INSIGHTS | 40 | $111,035 | - | $6,198 | $117,233 | 1 |
| COLLEEN WALKER | CHAIR | 1 | $802 | - | $0 | $802 | 1 |
| RACHELLE FELDMAN | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| MARGARET LIBBY | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| MEGAN GORMAN | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| HELEN NORRIS | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| JASON YOUNG | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| DOUG MCCORMICK | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| RICK KETCHUM | VICE CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| JOYCE NELSON | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| MANISHA THAKOR | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| DIONNE BLUE PHD | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| JOURDAN JONES | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| ROBIN NUNN | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| CONNIE WEAVER | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
| KEVIN PLUMMER | MEMBER | 1 | $0 | - | $0 | $0 | 1 |
2021 · 26 people listed · 9 paid, $1.7M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Billy Hensley | President & CEO | 40 | $399,316 | - | $20,252 | $419,568 | 1 |
| Joanne Flores Moses | Treasurer & CFO | 40 | $248,286 | - | $42,508 | $290,794 | 1 |
| Chris Shannon | VP External Affairs | 40 | $192,163 | - | $23,322 | $215,485 | 1 |
| Annette Fowler | Sr. Dir., Operations | 40 | $145,153 | - | $38,919 | $184,072 | 1 |
| Brian Ford | Secretary & Chief of Staff | 40 | $124,623 | - | $14,119 | $138,742 | 1 |
| Paul Golden | Managing Dir. of Med | 40 | $108,662 | - | $21,742 | $130,404 | 1 |
| Jill Jones | Managing Dir. Resear | 40 | $109,582 | - | $16,606 | $126,188 | 1 |
| Beth Bean | Sr. VP, Research | 40 | $109,489 | - | $9,810 | $119,299 | 1 |
| Carol Chapman | Secretary & Exec Assistant (thru 5/21) | 40 | $61,443 | - | $22,291 | $83,734 | 1 |
| Greg Maged | Chair | 1 | $0 | - | $0 | $0 | 1 |
| Colleen Walker | Vice Chair | 1 | $0 | - | $0 | $0 | 1 |
| Rachelle Feldman | Member | 1 | $0 | - | $0 | $0 | 1 |
| Margaret Libby | Member | 1 | $0 | - | $0 | $0 | 1 |
| David G Strege | Emeritus Chair | 1 | $0 | - | $0 | $0 | 1 |
| Megan Gorman | Member | 1 | $0 | - | $0 | $0 | 1 |
| Helen Norris | Member | 1 | $0 | - | $0 | $0 | 1 |
| Jason Young | Member | 1 | $0 | - | $0 | $0 | 1 |
| Doug McCormick | Member | 1 | $0 | - | $0 | $0 | 1 |
| Rick Ketchum | Member | 1 | $0 | - | $0 | $0 | 1 |
| Joyce Nelson | Member | 1 | $0 | - | $0 | $0 | 1 |
| Manisha Thakor | Member | 1 | $0 | - | $0 | $0 | 1 |
| Dionne Blue PhD | Member | 1 | $0 | - | $0 | $0 | 1 |
| Jourdan Jones | Member | 1 | $0 | - | $0 | $0 | 1 |
| Robin Nunn | Member | 1 | $0 | - | $0 | $0 | 1 |
| Connie Weaver | Member | 1 | $0 | - | $0 | $0 | 1 |
| Kevin Plummer | Member | 1 | $0 | - | $0 | $0 | 1 |
2020 · 23 people listed · 8 paid, $1.6M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Billy Hensley | President & CEO | 40 | $369,204 | - | $23,564 | $392,768 | 1 |
| Joanne Flores Moses | Treasurer & CFO | 40 | $201,706 | - | $45,867 | $247,573 | 1 |
| Chris Shannon | VP External Affairs | 40 | $185,941 | - | $34,939 | $220,880 | 1 |
| Katherine Sauer | VP Research and Prog | 40 | $193,277 | - | $10,642 | $203,919 | 1 |
| Annette Fowler | Managing Dir. of Tec | 40 | $131,291 | - | $41,597 | $172,888 | 1 |
| Carol Chapman | Secretary & Executive Assis | 40 | $93,240 | - | $38,067 | $131,307 | 1 |
| Jill Jones | Managing Dir. Resear | 40 | $106,779 | - | $20,580 | $127,359 | 1 |
| Paul Golden | Managing Dir. of Med | 40 | $104,320 | - | $21,200 | $125,520 | 1 |
| Rachelle Feldman | Member | 1 | $0 | - | $0 | $0 | 1 |
| Margaret Libby | Member | 1 | $0 | - | $0 | $0 | 1 |
| Colleen Walker | Member | 1 | $0 | - | $0 | $0 | 1 |
| Greg Maged | Vice Chair | 1 | $0 | - | $0 | $0 | 1 |
| Kevin Plummer | Member | 1 | $0 | - | $0 | $0 | 1 |
| David G Strege | Emeritus Chair | 1 | $0 | - | $0 | $0 | 1 |
| Patrick Bannigan | Emeritus Chair | 1 | $0 | - | $0 | $0 | 1 |
| Helen Norris | Chair | 1 | $0 | - | $0 | $0 | 1 |
| Jason Young | Member | 1 | $0 | - | $0 | $0 | 1 |
| Doug McCormick | Member | 1 | $0 | - | $0 | $0 | 1 |
| Rick Ketchum | Member | 1 | $0 | - | $0 | $0 | 1 |
| Joyce Nelson | Member | 1 | $0 | - | $0 | $0 | 1 |
| Manisha Thakor | Member | 1 | $0 | - | $0 | $0 | 1 |
| Dionne Blue PhD | Member | 1 | $0 | - | $0 | $0 | 1 |
| Jourdan Jones | Member | 1 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
2025 · 5 contractors · $1.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| APPALACHIAN COLLEGE ASSOCIATION | LEXINGTON, KY | PARTNERSHIP | $271,339 |
| CAMBRIDGE ASSOCIATES | BOSTON, MA | INV ADVISOR | $256,731 |
| MERIPLEX | HOUSTON, TX | TECH CONSULT | $179,543 |
| AUGENBLICH PALAICH AND ASSOCIATES | DENVER, CO | ROI CONSULTANTS | $160,000 |
| FOUNDATION FOR COLORADO COMMUNITY | DENVER, CO | PARTNERSHIP | $138,122 |
2024 · 5 contractors · $1.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| APPALACHIAN COLLEGE ASSOCIATION | LEXINGTON, KY | PARTNERSHIP | $681,348 |
| FOUNDATION FOR COLORADO COMMUNITY | DENVER, CO | PARTNERSHIP | $361,218 |
| CAMBRIDGE ASSOCIATES | BOSTON, MA | INV ADVISOR | $320,762 |
| MERIPLEX | HOUSTON, TX | TECH CONSULT | $178,321 |
| AUGENBLICH PALAICH AND ASSOCIATES | DENVER, CO | ROI CONSULTANTS | $140,000 |
2023 · 5 contractors · $1.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| APPALACHIAN COLLEGE ASSOCIATION | LEXINGTON, KY | PARTNERSHIP | $496,178 |
| FOUNDATION FOR COLORADO COMMUNITY | DENVER, CO | PARTNERSHIP | $457,407 |
| CAMBRIDGE ASSOCIATES | BOSTON, MA | INV ADVISOR | $171,374 |
| SYLOGIST MISSION | LITTLETON, CO | CONSULTING | $160,603 |
| MERIPLEX | HOUSTON, TX | TECH CONSULT | $145,196 |
2022 · 5 contractors · $693K
| Name | Location | Service | Paid |
|---|---|---|---|
| CAMBRIDGE ADVISORS | CHICAGO, IL | INV ADVISOR | $216,250 |
| QUALTRICS | PROVO, UT | RESEARCH | $159,395 |
| MERIPLEX | HOUSTON, TX | TECH CONSULT | $152,287 |
| BEACON TECHNOLOGIES | GREENSBORO, NC | CONSULTANT | $88,180 |
| VELOSIO | CLEVELAND, OH | CONSULTING | $76,638 |
2021 · 5 contractors · $911K
| Name | Location | Service | Paid |
|---|---|---|---|
| Cambridge Advisors | Chicago, IL | Investment advisor | $251,667 |
| Wellington Trust Co | Boston, MA | Investment advisor | $214,431 |
| One Touch Point | Milwaukee, WI | Printing, shipping | $171,953 |
| Optimum Networking | Aurora, CO | Technology consulting | $152,287 |
| The Hanover Research Council LLC | Arlington, VA | Consultants | $120,990 |
2020 · 5 contractors · $620K
| Name | Location | Service | Paid |
|---|---|---|---|
| ITX Corp | Pittsford, NY | Web design and consulting | $251,900 |
| BCLP | St Louis, MO | Legal | $107,404 |
| Cambridge Associates LLC | Uniondale, NY | Investment advisor | $95,000 |
| Beacon Technologies | Greensboro, NC | Marketing consulting | $91,300 |
| Willis Towers Watson | Denver, CO | Actuary | $74,800 |
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.
2025 · 10 grants to organizations · $389K
2024 · 12 grants to organizations · $627K · 5 grants to individuals · $27K
2023 · 7 grants to organizations · $591K
2022 · 6 grants to organizations · $786K · 6 grants to individuals · $30K
2021 · 8 grants to organizations · $417K
2020 · 12 grants to organizations · $453K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2024 · 1 contributor · $24K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | CAPITAL GROUP COMPANIES | Person | NEWARD, DE | $23,875 | - | Form 990PF Sch. B, 2024 · filing |
2023 · 1 contributor · $64K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | CY PRES FOLEY V STUDENT ASSISTANCE | Person | LOS ANGELES, CA | $63,983 | - | Form 990PF Sch. B, 2023 · filing |
2022 · 2 contributors · $1.7M
2020 · 2 contributors · $41K
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
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 |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $14,792,669 | $9,440,577 | $154,824,707 | $154,824,707 | $308 | - | $987,229 | - | - |
| 2024 · Form 990PF | ||||||||
| $14,941,589 | $10,407,018 | $149,472,615 | $149,472,615 | $23,875 | - | $964,292 | - | - |
| 2023 · Form 990PF | ||||||||
| $8,158,597 | $10,096,201 | $144,938,044 | $144,938,044 | $66,524 | - | $916,109 | - | - |
| 2022 · Form 990PF | ||||||||
| $7,928,530 | $8,676,176 | $146,875,648 | $146,875,648 | $1,749,640 | - | $840,887 | - | - |
| 2021 · Form 990PF | ||||||||
| $20,278,344 | $7,523,505 | $147,623,294 | $147,623,294 | $4,442 | - | $833,669 | - | - |
| 2020 · Form 990PF | ||||||||
| $13,703,332 | $7,508,283 | $133,066,338 | $133,066,338 | $42,578 | - | $664,150 | - | - |
Funders of this organization
3 grantors reported grants to this organization, $25,375 in all, tax years 2017 to 2025. 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 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ONLINE GIVING FOUNDATION INC | DAF sponsor | Exact | 2024 | 1 | $23,875 | 2024 | $23,875 | show |
| THEODORE R & VIVIAN M JOHNSON SCHOLARSHIP FOUNDATION INC | Private foundation | Fuzzy filed as “NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION” | 2017 | 1 | $1,000 | 2017 | $1,000 | show |
| THE GLEIN FAMILY FOUNDATION | Private foundation | Fuzzy filed as “NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION” | 2025 | 1 | $500 | 2025 | $500 | 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 |
|---|---|---|---|---|---|---|---|
| CHEF ANN FOUNDATION | CO | B99 | $20,795,646 | $17,547,067 | CHIEF EXECUTIVE OFFICER | $291,200 | Same NTEE code B99, revenue within 2x, same state |
| WESTGATE SCHOOL | CO | B99 | $9,841,880 | $7,835,127 | EXECUTIVE DI | $174,374 | Same NTEE code B99, revenue within 2x, same state |
| COLORADO DAWN | CO | B99 | $7,439,700 | $7,480,675 | CHAIRMAN OF | $0 | Same NTEE code B99, revenue within 2x, same state |
| BUCK INSTITUTE FOR EDUCATION | CA | B99 | $12,402,762 | $14,158,599 | CHIEF EXECUTIVE OFFICER | $402,314 | Same NTEE code B99, revenue within 2x |
| INSTITUTE FOR QUALITY EDUCATION INC | IN | B99 | $14,632,100 | $15,610,907 | PRESIDENT | $223,234 | Same NTEE code B99, revenue within 2x |
| CPM EDUCATIONAL PROGRAM | CA | B99 | $11,558,372 | $15,718,854 | EXECUTIVE DIRECTOR/SECRETARY | $242,593 | Same NTEE code B99, revenue within 2x |
| M2 THE INSTITUTE FOR EXPERIENTIAL JEWISH EDUCATION | NY | B99 | $7,908,393 | $5,398,444 | VP OF PROGRAMS | $175,659 | Same NTEE code B99, revenue within 2x |
| GAFFNEY EVENTS EDUCATIONAL TRUST | WA | B99 | $10,449,047 | $9,500,498 | DIRECTOR | $0 | Same NTEE code B99, revenue within 2x |
| INNOVATIVE EDUCATION MANAGEMENT INC | CA | B99 | $8,311,953 | $5,859,470 | CBO | $205,968 | Same NTEE code B99, revenue within 2x |
| APPLETREE INSTITUTE FOR EDUCATION INNOVATION INC | DC | B99 | $19,006,059 | $20,440,008 | PRESIDENT & | $334,085 | Same NTEE code B99, revenue within 2x |
| FPF EDUCATION AND INNOVATION FOUNDATION | DC | B99 | $9,862,821 | $14,356,624 | CHIEF EXECUTIVE OFFICER | $808,693 | Same NTEE code B99, revenue within 2x |
| ARRAY EDUCATION INC | NY | B99 | $26,095,528 | $20,239,363 | DIRECTOR AND MANAGING PTR | $456,552 | Same NTEE code B99, revenue within 2x |
| EDUCATION AND LEADERSHIP FOUNDATION | CA | B99 | $7,604,039 | $7,179,426 | Immigration Director | $113,920 | Same NTEE code B99, revenue within 2x |
| IOWA ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN INC | IA | B99 | $11,050,182 | $10,577,590 | EXECUTIVE DIRECTOR | $117,425 | Same NTEE code B99, revenue within 2x |
| THREE RIVERS EDUCATION FOUNDATION INC | NM | B99 | $9,601,871 | $9,760,549 | EXECUTIVE DI | $0 | Same NTEE code B99, revenue within 2x |
| NORTHERN KENTUCKY COOPERATIVE FOR E DUCATIONAL SERVICES INC | KY | B99 | $18,643,891 | $16,390,500 | Executive Director | $204,501 | Same NTEE code B99, revenue within 2x |
| ADVOCATES FOR SCIENCE AND MATHEMATICS EDUCATION INC | LA | B99 | $10,059,665 | $10,858,617 | HEAD OF SCHOOL | $175,622 | Same NTEE code B99, revenue within 2x |
| CENTER OF EXCELLENCE FOR EDUCATOR PREPARATION AND INNOVATION INC | SC | B99 | $8,357,327 | $8,572,767 | DIRECTOR OF ADMINISTRATION & LEADERSHIP DEV. | $124,630 | Same NTEE code B99, revenue within 2x |
| THE OAKLAND PUBLIC EDUCATION FUND | CA | B99 | $20,676,565 | $22,570,145 | EXECUTIVE DIRECTOR | $251,035 | Same NTEE code B99, revenue within 2x |
| ACCREDITATION REVIEW COMMISSION ON EDUCATION FOR THE PHYSICIAN ASSIS | GA | B99 | $10,043,798 | $8,125,870 | PRESIDENT AND CEO | $441,831 | Same NTEE code B99, revenue within 2x |
| A PLUS EDUCATION PARTNERSHIP | AL | B99 | $16,081,183 | $13,508,518 | PRESIDENT | $265,425 | Same NTEE code B99, revenue within 2x |
| PALM BAY EDUCATION GROUP INC | FL | B99 | $8,219,473 | $9,096,128 | CHAIRMAN | $0 | Same NTEE code B99, revenue within 2x |
| ROBOTICS EDUCATION AND COMPETITION FOUNDATION INC | TX | B99 | $18,614,720 | $18,632,611 | Chairman & CEO | $400,216 | Same NTEE code B99, revenue within 2x |
| MID-HUDSON VALLEY EARLY EDUCATION CENTER | NY | B99 | $10,018,713 | $10,441,095 | CHAIRMAN (RETIRED OCTOBER 2024) | $1,045,814 | Same NTEE code B99, revenue within 2x |
| SCHOOL OF EXCELLENCE IN EDUCATION | AZ | B99 | $27,082,733 | $30,981,233 | PRINCIPAL | $140,542 | Same NTEE code B99, revenue within 2x |
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.
2025 · Form 990PF · $9,440,577 spent · pay $5,294,078 · grants $389,013 · events $345,897
| Line | As described | Total | Share |
|---|---|---|---|
| Other salaries and wages | $3,021,197 | 32.0% | |
| Other expenses | $1,513,087 | 16.0% | |
| Pension plans and employee benefits | $1,285,652 | 13.6% | |
| Pay: officers, directors, trustees | $987,229 | 10.5% | |
| Fees: other professional | $976,819 | 10.3% | |
| Occupancy | $667,553 | 7.1% | |
| Contributions, gifts, grants paid | $389,013 | 4.1% | |
| Travel, conferences and meetings | $345,897 | 3.7% | |
| Taxes | $120,000 | 1.3% | |
| Fees: legal | $67,877 | 0.7% | |
| Fees: accounting | $56,700 | 0.6% | |
| Printing and publications | $9,553 | 0.1% | |
| Total | $9,440,577 | 100% |
2024 · Form 990PF · $10,407,018 spent · pay $4,985,282 · grants $654,052 · events $435,136
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses | $2,929,091 | 28.1% | |
| Other salaries and wages | $2,813,258 | 27.0% | |
| Pension plans and employee benefits | $1,207,732 | 11.6% | |
| Pay: officers, directors, trustees | $964,292 | 9.3% | |
| Contributions, gifts, grants paid | $654,052 | 6.3% | |
| Occupancy | $651,703 | 6.3% | |
| Fees: other professional | $550,219 | 5.3% | |
| Travel, conferences and meetings | $435,136 | 4.2% | |
| Taxes | $100,000 | 1.0% | |
| Fees: accounting | $54,000 | 0.5% | |
| Fees: legal | $43,275 | 0.4% | |
| Printing and publications | $4,260 | 0.0% | |
| Total | $10,407,018 | 100% |
2023 · Form 990PF · $10,096,201 spent · pay $4,675,157 · grants $590,568 · events $455,172
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses | $3,032,565 | 30.0% | |
| Other salaries and wages | $2,702,771 | 26.8% | |
| Pension plans and employee benefits | $1,056,277 | 10.5% | |
| Pay: officers, directors, trustees | $916,109 | 9.1% | |
| Occupancy | $682,488 | 6.8% | |
| Contributions, gifts, grants paid | $590,568 | 5.8% | |
| Travel, conferences and meetings | $455,172 | 4.5% | |
| Fees: other professional | $287,277 | 2.8% | |
| Taxes | $230,000 | 2.3% | |
| Fees: legal | $78,386 | 0.8% | |
| Fees: accounting | $51,400 | 0.5% | |
| Printing and publications | $13,188 | 0.1% | |
| Total | $10,096,201 | 100% |
2022 · Form 990PF · $8,676,176 spent · pay $3,885,968 · grants $816,411 · events $242,050
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses | $2,188,878 | 25.2% | |
| Other salaries and wages | $2,034,611 | 23.5% | |
| Pension plans and employee benefits | $1,010,470 | 11.6% | |
| Pay: officers, directors, trustees | $840,887 | 9.7% | |
| Contributions, gifts, grants paid | $816,411 | 9.4% | |
| Occupancy | $685,078 | 7.9% | |
| Fees: other professional | $447,933 | 5.2% | |
| Taxes | $271,650 | 3.1% | |
| Travel, conferences and meetings | $242,050 | 2.8% | |
| Fees: legal | $74,223 | 0.9% | |
| Fees: accounting | $63,985 | 0.7% | |
| Total | $8,676,176 | 100% |
2021 · Form 990PF · $7,523,505 spent · pay $3,924,241 · grants $416,662 · events $108,283
| Line | As described | Total | Share |
|---|---|---|---|
| Other salaries and wages | $2,037,701 | 27.1% | |
| Fees: other professional | $1,518,829 | 20.2% | |
| Pension plans and employee benefits | $1,052,871 | 14.0% | |
| Pay: officers, directors, trustees | $833,669 | 11.1% | |
| Other expenses | $796,149 | 10.6% | |
| Occupancy | $533,905 | 7.1% | |
| Contributions, gifts, grants paid | $416,662 | 5.5% | |
| Taxes | $114,585 | 1.5% | |
| Travel, conferences and meetings | $108,283 | 1.4% | |
| Fees: accounting | $58,350 | 0.8% | |
| Fees: legal | $52,501 | 0.7% | |
| Total | $7,523,505 | 100% |
2020 · Form 990PF · $7,508,283 spent · pay $3,788,856 · grants $453,366 · events $113,935
| Line | As described | Total | Share |
|---|---|---|---|
| Other salaries and wages | $2,133,235 | 28.4% | |
| Pension plans and employee benefits | $991,471 | 13.2% | |
| Occupancy | $966,613 | 12.9% | |
| Other expenses | $922,189 | 12.3% | |
| Pay: officers, directors, trustees | $664,150 | 8.8% | |
| Fees: other professional | $638,279 | 8.5% | |
| Contributions, gifts, grants paid | $453,366 | 6.0% | |
| Printing and publications | $255,471 | 3.4% | |
| Fees: legal | $135,102 | 1.8% | |
| Fees: accounting | $123,600 | 1.6% | |
| Travel, conferences and meetings | $113,935 | 1.5% | |
| Taxes | $110,872 | 1.5% | |
| Total | $7,508,283 | 100% |
State business registration
- NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION CO, DNC, Good Standing, formed 1972-08-18
The same business name in the same state, from the state’s official registry data.
Trademarks
28 US trademarks, 21 live.
- National Endowment for Financial Education 28 marks, CO EXACT high confidence: identical full name and state
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| SILENCE IS VIOLENCE | 98516930 | 2024-04-24 | Registered | TRTDXFAP, file of 2026-06-24 |
| FINANCIAL EDUCATION INNOVATION & IMPACT SUMMIT | 98029148 | 2023-06-06 | Registered | TRTYRAP, file of 2026-04-03 |
| NEFE | 90380952 | 2020-12-14 | Registered | TRCFECO2, file of 2024-03-27 |
| HIGH SCHOOL FINANCIAL PLANNING PROGRAM | 87895032 | 2018-04-27 | Registered | TRTDXFAP, file of 2026-05-20 |
| ON YOUR OWN | 87883588 | 2018-04-19 | Registration cancelled | TRTYRAP, file of 2026-04-03 |
| OYO | 87882960 | 2018-04-18 | Abandoned | TRCFECO2, file of 2024-03-27 |
| $ CASHCOURSE | 87438536 | 2017-05-05 | Registered | TRTYRAP, file of 2026-04-03 |
| NEFE | 86723739 | 2015-08-13 | Registration cancelled | TRCFECO2, file of 2024-03-27 |
| NEFE | 86723732 | 2015-08-13 | Registered and renewed | TRTDXFAP, file of 2026-06-17 |
| NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION | 86723727 | 2015-08-13 | Registered and renewed | TRTDXFAP, file of 2026-06-17 |
The newest marks of the trademark owners above, matched to this record by name (and state).
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