EIN 84-0632115

National Endowment for Financial Education (NEFE)

IRS 501(c) type
501(c)(3)
Num. employees
28
City
Year formed
2022
Most recent tax filings
2022-12-01
NTEE code, primary
Description
NEFE’s mission is to inspire educated financial decision making for individuals and families through every stage of life.
Total revenues
$7,928,530
2022
Total expenses
$8,676,176
2022
Total assets
$146,875,648
2022
Num. employees
28
2022

Program areas at NEFE

Research and grant funding through support and management of rigorous research, nefe identifies knowledge gaps and seeks evidence of what works in the field to test the effectiveness of Financial Education and lay the groundwork for greater future impact. Funding is provided for research that has the potential to make a profound contribution to the field of Financial Education and seeks to improve the public's Financial well-being. Nefe currently has seven research studies in progress and has funded 40 research projects since 2006. Financial Education innovation and impact summit throughout 2022, nefe celebrated its 30th year of operations. The year culminated with the inaugural Financial Education innovation & impact summit, a two- and-a-half day event to recognize the past, present and future of the organization's work championing Financial Education and strengthen pathways for improved work in our field. Awareness, partnerships, sponsorships and conferences nefe partners with missio

Grants made by NEFE

GranteeGrant descriptionAmount
RAND Corporation (RAND)Research Grant$213,908
Boston CollegeResearch Grant$184,995
Urban InstituteResearch Grant$30,000

Personnel at NEFE

NameTitleCompensation
Learn MorePresident and Chief Executive Officer
Joanne Flores MosesTreasurer and Chief Financial Officer$269,235
Brian FordSecretary and Cos$142,846
Chris ShannonVice President External Affairs / Vice President , External Affairs$192,163
Beth Bean, Ph.D.Senior Vice President, Research and Impact$215,066
...and 6 more key personnel

Financials for NEFE

RevenuesFYE 12/2022
Total grants, contributions, etc.$1,749,640
Investment income and dividends$1,391,623
Net rental income$0
Net gain from sale of non-inventory assets$5,794,321
Gross sales of inventory$0
Miscellaneous revenues$-1,007,054
Total revenues$7,928,530

Form 990s for NEFE

Fiscal year endingDate received by IRSFormPDF link
2022-122023-05-08990PFView PDF
2021-122022-05-02990PFView PDF
2020-122021-06-21990PFView PDF
2019-122020-12-01990PFView PDF
2018-122019-06-24990PFView PDF
...and 7 more Form 990s

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Data update history
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 6, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 30, 2023
Updated personnel
Identified 1 new personnel
June 26, 2023
Used new vendors
Identified 3 new vendors, including , , and
May 15, 2023
Updated personnel
Identified 4 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate operating foundationsCharities
Issues
Human services
Characteristics
Provides grantsPartially liquidatedTax deductible donations
General information
Address
1550 Market St Suite 475
Denver, CO 80202
Metro area
Denver-Aurora-Lakewood, CO
County
Denver County, CO
Website URL
nefe.org 
Phone
(303) 741-6333
Twitter profile
@nefe_org 
IRS details
EIN
84-0632115
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2022
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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