SCommunity Improvement & Capacity BuildingEIN: 200863779· Ruling Year: 2004

Finra Investor Education Foundation

Rockville, Maryland

BHealth Score
58B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

💰
$9.8M
Total Revenue
📊
$4.2M
Total Expenses
🏦
$67.9M
Net Assets
📋
$585K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+400.6%
Year-over-year change (2021 → 2022)
Net Margin
+56.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
15.99
Net assets divided by total expenses
Liabilities-to-Assets
0.9%
Total liabilities as % of total assets

Filing History

12 filings on record
YearRevenueExpensesAssets
2022$9,847,894401%$4,246,47036%$68,490,03511%
2021$1,967,274158%$3,122,1398%$76,661,6082%
2020-$3,410,694707%$2,884,90026%$75,031,2381%
2019$562,17974%$3,886,5142%$75,669,237
2018$2,154,75277%$3,981,06721%$75,542,3476%
2017$9,383,49295%$3,286,41543%$80,001,6245%
2016$4,809,91691%$5,785,99134%$76,240,0053%
2015$55,320,8921860%$8,733,13417%$74,291,756130%
2014$2,822,55557%$10,480,1561%$32,365,62018%
2013$6,548,322144%$10,631,75915%$39,680,7327%
2012$2,688,15013%$12,577,4981%$42,523,80417%
2011$2,385,831$12,512,892$51,238,393

Frequently Asked Questions

What does Finra Investor Education Foundation do?

Finra Investor Education Foundation is a community improvement & capacity building nonprofit organization based in Maryland. It is classified under NTEE code S20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Finra Investor Education Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Finra Investor Education Foundation has a score of 58/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Finra Investor Education Foundation generate?

Finra Investor Education Foundation reports $8.9M in annual revenue and holds $85.6M in total assets, based on IRS filings.

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