Public Charity

SIFMA FOUNDATION FOR INVESTOR EDUCATION (FIE) INC

SIFMA FOUNDATION FOR INVESTOR EDUCATION (FIE) INC is a nonprofit organization categorized as Public Charity based in NEW YORK, NY. Its most recent IRS filing (2025) reports revenue of $5.4M, expenses of $4.9M, total assets of $12.4M. Imperigo tracks 40 reported grant relationships connected to this organization totaling approximately $1.8M.

EIN: 521087193 NEW YORK, NY Economics NTEE: V22 Latest filing: 2025
Total Revenue$5.4M
Total Expenses$4.9M
Total Assets$12.4M
Grant Records40
Funding Total$1.8M
Filing Years2021–2025

Mission

THE SIFMA FOUNDATION IS DEDICATED TO FOSTERING KNOWLEDGE AND UNDERSTANDING OF THE FINANCIAL MARKETS FOR INDIVIDUALS OF ALL BACKGROUNDS (CONTINUED ON SCHEDULE O)WITH A FOCUS ON YOUTH. DRAWING ON THE SUPPORT AND EXPERTISE OF THE FINANCIAL INDUSTRY, THE SIFMA FOUNDATION PROVIDES FINANCIAL EDUCATION PROGRAMS AND TOOLS THAT STRENGTHEN ECONOMIC OPPORTUNITY ACROSS COMMUNITIES AND INCREASE INDIVIDUALS' AWARENESS OF AND ACCESS TO THE BENEFITS OF THE GLOBAL MARKETPLACE.

Where $100 goes at Sifma Foundation for Investor Education (Fie) Inc

How Sifma Foundation for Investor Education (Fie) Inc divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$84 Programs the work itself
$11 Management running the organization
$5 Fundraising raising the next dollar

Inside the $84 for programs

$84
The stock market game (tm)sifma foundation's flagship initiative, the stock market game, is a beloved project-based financial education program used in classrooms and educational settings
All program spending · Reported in the filing: 125,000 games
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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.

Officers & Directors

VICE PRESIDENT Allyson Goldhagen
CHIEF OPERATING OFFICER Benjamin Sawyer
DIRECTOR Bryan Christian
DIRECTOR David Dawkins
MANAGING DIRECTOR Elizabeth Reidel
DIRECTOR Evan Lahuta

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$1,776,806 35 grants
Human & Social Services
$6,500 3 grants
Unspecified
$10,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $5.4M $4.9M $12.4M
2024 $4.6M $5.1M $11.1M
2023 $5.2M $5.4M $10.3M
2022 $3.8M $4.1M $10.1M
2021 $3.6M $4.0M $11.9M

Between 2021 and 2025, reported annual revenue grew from $3.6M to $5.4M (+49%), with total assets most recently reported at $12.4M.

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

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