Financial Examiners Education Foundation
- Assets
- $414.3k
- Revenue
- -$34.5k
- Investments
- $413.1k
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 10/1994
- Data as of
- 12/2022
- 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.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
James W Schacht President | 1 | $0 | |
Lynne Hepler Treasurer | 1 | $0 | |
Stewart Keir CPCU Director | 1 | $0 | |
Norris Clark Director | 1 | $0 | |
Ejoy Little Secretary | 1 | $0 | |
Vincent L Laurenzano Cfe Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $3 |
| Dividends & Interest | $28,802 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $3,113 |
| Capital Gain Net Income | $3,113 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$66,405 |
| Total Revenue | -$34,487 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $221 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $23,428 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $23,649 |
| Contributions, gifts, grants paid | $5,050 |
| Total expenses and disbursements | $28,699 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,200 |
| 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 | $413,126 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $414,326 |
| 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 | $7,107 |
| Total liabilities | $7,107 |
Grants Awarded
Over the last fiscal year, Financial Examiners Education Foundation has awarded $30,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
INSURANCE REGULATORS EDUCATIONAL FOUNDATON PURPOSE: 2014 INSURANCE FINANCIAL REGULATORS PROGRAM | $20,000 |
SOCIETY OF FINANCIAL EXAMINERS PURPOSE: FINANCIAL EXAMINERS SCHOLARSHIPS | $10,000 |