Financial Examiners Education Foundation
- Assets
- $476.4k
- Revenue
- $76.8k
- Investments
- $476.4k
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 10/1994
- Data as of
- 12/2021
- EIN
- 58-2115961
Organization Overview
Financial Examiners Education Foundation is located in Milwaukee, WI. The organization was established in 1994. According to its NTEE Classification (B03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Financial Examiners Education Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Financial Examiners Education Foundation generated $76.8k in total revenue. All expenses for the organization totaled $24.6k during the year ending 12/2021.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lynne Hepler Treasurer | 1 | $0 | |
Stewart Kier CPCU Director | 1 | $0 | |
Norris Clark Director | 1 | $0 | |
Ejoy Little Secretary | 1 | $0 | |
Vincent L Laurenzano Cfe Director | 1 | $0 | |
Robert Crawford Director | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $15,923 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $60,862 |
| Total Revenue | $76,785 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $227 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $9,414 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $24,641 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $24,641 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $476,418 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $476,418 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $6,013 |
| Total liabilities | $6,013 |
Grants Awarded
Over the last fiscal year, Financial Examiners Education Foundation has awarded $30,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Springfield, IL PURPOSE: 2014 INSURANCE FINANCIAL REGULATORS PROGRAM | $20,000 |
SOCIETY OF FINANCIAL EXAMINERS PURPOSE: FINANCIAL EXAMINERS SCHOLARSHIPS | $10,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Illinois Association Of School Boards Springfield, IL | $19,198,603 | $11,091,944 |
American College Of Foot And Ankle Surgeons Chicago, IL | $15,138,521 | $7,600,538 |
National Council Of Teachers Of English Champaign, IL | $46,879,367 | $7,632,067 |
Wisconsin Education Association Council Madison, WI | $12,509,404 | $6,898,296 |
American College Of Osteopathic Family Physicians Inc Arlington Heights, IL | $12,356,317 | $6,528,477 |
Association Of School Business Officials International Dekalb, IL | $5,714,623 | $4,805,268 |
Actuarial Foundation Schaumburg, IL | $9,127,147 | $3,775,493 |
Minnesota School Boards Association St Peter, MN | $5,883,297 | $4,469,123 |
Michigan Association Of School Administrators Lansing, MI | $4,558,515 | $3,628,954 |
Society For College & University Planning Ann Arbor, MI | $2,300,098 | $2,567,141 |
Iowa Association Of School Boards Des Moines, IA | $4,695,775 | $3,513,289 |
Association Of School Business Officials International Lansing, MI | $6,946,141 | $3,435,657 |