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FINRA INVESTOR EDUCATION FOUNDATION

ROCKVILLE, Maryland, 20850

EIN: 20-0863779

Community Improvement, Capacity Building

DEMOGRAPHIC

ADDRESS
9509 KEY WEST AVENUE
20850
COUNTY
montgomery county, MD

ORGANIZATIONAL OVERVIEW & RANKINGS

FINRA INVESTOR EDUCATION FOUNDATION is a based in ROCKVILLE, MD, focused on Community Improvement, Capacity Building causes , specifically Community, Neighborhood Development, Improvement (General). Established in September 2004, it operates as an independent corporation and contributions are not tax-deductible .

With total assets of $68,490,035.00, this ranks 14,234 among 2,656,690 nonprofits nationally (Top 1%), demonstrating exceptional financial capacity relative to its peers. At the state level, it stands at 317 out of 58,073 organizations in MD (Top 1%).

In montgomery county, MD, the organization ranks 80 out of 10,971 nonprofits by assets (Top 1%), while locally in rockville, it stands at 22 among 1,682 organizations (Top 2%).

The organization reported annual revenue of $9,847,894.00, ranking 30,434 nationally (Top 2%) and 695 in MD (Top 2%).

Within its specific NTEE classification (S20 - S: Community Improvement, Capacity Building), which includes 19,834 similar organizations, FINRA INVESTOR EDUCATION FOUNDATION ranks 19 in assets (Top 1%) and 58 in revenue (Top 1%).

The organization files a 990 (all other) or 990EZ return and operates on a November fiscal year.

CLASSIFICATION

ORGANIZATION CODE
1: Corporation
DEDUCTIBILITY CODE
2: Contributions are not deductible
AFFILIATION CODE
3: Independent
SUBSECTION/CLASSIFICATION CODES
ACTIVITY CODES
N/A
NTEE COMMON CODE
S: Community Improvement, Capacity Building
NTEE CODE
S20: Community, Neighborhood Development, Improvement (General)
FOUNDATION CODE
N/A
EXEMPT ORGANIZATION STATUS CODE
N/A

FINANCIALS

TAX PERIOD
12/2022
ACCOUNTING PERIOD
12
INCOME CODE
8: $10,000,000 to $49,999,999
INCOME AMOUNT
$23,854,540.00
FORM 990 REVENUE AMOUNT
$9,847,894.00
RULING DATE
09/2004
ASSET CODE
9: $50,000,000 to greater
ASSET AMOUNT
$68,490,035.00
FILING REQUIREMENT CODE
990 (all other) or 990EZ return
PF FILING REQUIREMENT CODE
No 990-PF return

Disclaimer: While we are confident of the accuracy of the information on this page, we encourage you verify the information directly with IRS. The IRS has a toll-free number for this at 1-877-829-5500 or visit www.irs.gov.

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