Small Public Charity

FOUNDATION FOR INSURANCE & FINANCIAL EDUCATION INC

FOUNDATION FOR INSURANCE & FINANCIAL EDUCATION INC is a nonprofit organization categorized as Small Public Charity based in CEDAR FALLS, IA. Its most recent IRS filing (2025) reports revenue of $151, expenses of $2K, total assets of $36K.

EIN: 201227803 CEDAR FALLS, IA Scholarships & Student Financial Aid NTEE: B82 Latest filing: 2025
Total Revenue$151
Total Expenses$2K
Total Assets$36K
Grant Records0
Filing Years2022–2025

Mission

TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR STUDENTS INTERESTED IN PURSUING CAREERS IN THE INSURANCE AND FINANCIAL SERVICES INDUSTRY; TO PRESENT EDUCATIONAL INFORMATION REGARDING INSURANCE AND FINANCIAL SERVICES TO THE GENERAL PUBLIC; TO PROVIDE CONTINUING PROFESSIONAL EDUCATION OPPORTUNITIES FOR INDIVIDUALS IN THE INSURANCE AND FINANCIAL SERVICES INDUSTRY.

Where $100 goes at Foundation for Insurance & Financial Education Inc

How Foundation for Insurance & Financial Education Inc divides every $100 it spends, from its own Form 990-EZ filings, averaged across 4 years.

$23 Programs the work itself
$77 Everything else operations and overhead

Form 990-EZ reports program spending but doesn't separate management from fundraising, so those are shown together.

Inside the $23 for programs

$23
Provide educational opportunities and educational information to students, the general public and individuals working in the insurance and financial services industry
All program spending
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Source: Form 990-EZ filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

PRESIDENT ELECT Ben Borchardt
PAST PRESIDENT Chris Henderson
DIRECTOR Jay Bouska
DIRECTOR Nicholas Natzke
DIRECTOR Rebecca Gonzalez
PRESIDENT Richard Balch

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $151 $2K $36K
2024 $148 $5K $37K
2023 $197 $30K $42K
2022 $16 $4K $75K

Between 2022 and 2025, reported annual revenue grew from $16 to $151 (+844%), with total assets most recently reported at $36K.

Interactive year-over-year charts and full filing details available with membership.

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