Mission
SEE SCHEDULE O
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. 11 publicly reported grants to this organization, totaling roughly $100K, appear in IRS filings.
EIN: 237063497
Morristown, NJ
Latest filing: 2025
Total Revenue$3.6M
Total Expenses$3.9M
Total Assets$4.8M
Grant Records11
Funding Total$100K
Filing Years2020–2025
Where $100 goes at Financial Education & Research Foundation Inc
How Financial Education & Research Foundation Inc divides every $100 it spends, from its own Form 990 filings, averaged across 6 years.
$65
Programs
the work itself
$30
Management
running the organization
$5
Fundraising
raising the next dollar
Inside the $65 for programs
$47
The foundation produced 14 events and deep-dive technical training workshops, along with 25 webinars with fei's marketing partners to further the professional development and growth of members and…
$18
The foundation published and produced executive reports with distribution methods that create interactive content and conversations around topics and thought leadership, engaging fei members and the profession at…
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
Program Support
$8,700
$6,000
Program Support
$8,700
$5,800
Program Support
$8,700
Showing up to 5 of 11 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
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.