Public Charity

THE INSTITUTE OF CONSUMER MONEY CHEN

THE INSTITUTE OF CONSUMER MONEY CHEN is a Public Charity headquartered in RALEIGH, NC. Financial data from the 2024 filing: $443K revenue, $835K expenses, $4.4M total assets. 1 publicly reported grants to this organization, totaling roughly $250K, appear in IRS filings.

EIN: 471524248 RALEIGH, NC Latest filing: 2024
Total Revenue$443K
Total Expenses$835K
Total Assets$4.4M
Grant Records1
Funding Total$250K
Filing Years2019–2024

Mission

OUR MISSION IS TO CREATE A SUSTAINABLE FINANCIAL FUTURE FOR CONSUMERS. WE PROVIDE FUNDING FOR THE CONDUCTING OF RESEARCH AND STUDIES THAT PROMOTE POSITIVE SPENDING BEHAVIORS AND CONSUMER ASSET BUILDING. WE ARE COMMITTED TO PROMOTING FINANCIAL LITERACY IN OUR COMMUNITY AND ACROSS THE UNITED STATES.

Sample Grants Received

2023
TO SUPPORT ICMM
$250,000

Showing up to 5 of 1 total records — full history available with membership.

Officers & Directors

EXECUTIVE DI Dr Diane Chen
BOARD DIRECT Dr Jeffrey Leiter
BOARD DIRECT Dr Tara Kenyon
BOARD DIRECT Erin Krupa
TREASURER Lee Tate
CHAIRMAN/PRE Monica Smiley

Officer compensation and complete director data available with membership.

Top Grant Purposes

TO SUPPORT ICMM
$250,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $443K $835K $4.4M
2023 $415K $971K $4.4M
2021 $353K $1.9M $6.2M
2020 $144K $640K $7.2M
2019 $334K $326K $7.6M

Between 2019 and 2024, reported annual revenue grew from $334K to $443K (+33%), with total assets most recently reported at $4.4M.

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

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