Public Charity

Financial Education & Research Foundation Inc

Financial Education & Research Foundation Inc, of Morristown, NJ, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $3.6M in revenue, $3.9M in expenses, $4.8M in total assets. 10 publicly reported grants to this organization, totaling roughly $91K, appear in IRS filings.

EIN: 237063497 Morristown, NJ Latest filing: 2025
Total Revenue$3.6M
Total Expenses$3.9M
Total Assets$4.8M
Grant Records10
Funding Total$91K
Filing Years2020–2025

Mission

SEE SCHEDULE O

Sample Grants Received

Showing up to 5 of 10 total records — full history available with membership.

Officers & Directors

Pres./CEO-Trustee:Ex-Officio Andrej S Suskavcevic Cae
COO & Secretary Liliana Devita
CHAIR, TRUSTEE Lori Tansley
Treasurer Maria O'grady
VICE CHAIR, TRUSTEE Nicholas Koutouras
VICE CHAIR, TRUSTEE Vickie Wong

Officer compensation and complete director data available with membership.

Top Grant Purposes

Program Support
$58,600 6 grants
RESEARCH
$32,600 4 grants

Financial Trends

Year Revenue Expenses Assets
2025 $3.6M $3.9M $4.8M
2024 $3.5M $3.8M $4.6M
2023 $3.2M $3.3M $4.7M
2021 $3.3M $2.6M $4.1M
2020 $2.6M $2.9M $3.5M

Between 2020 and 2025, reported annual revenue grew from $2.6M to $3.6M (+40%), with total assets most recently reported at $4.8M.

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

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