EIN 39-1645910

Filene Research Institute

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
1989
Most recent tax filings
2024-06-01
NTEE code, primary
Description
Filene conducts research and incubates solutions for credit unions to improve consumer financial well-being and connect innovative leaders.
Total revenues
$9,098,907
2024
Total expenses
$9,163,206
2024
Total assets
$15,454,499
2024
Num. employees
0
2024

Program areas at Filene Research Institute

Research and innovation - Filene Research Institute seeks out high priority Research questions for the benefit of consumers and the cooperative finance movement. The Institute regularly publishes reports and outputs on its Research findings including podcasts, toolkits, infographics, and slide decks. Filene published 21 Research and innovation reports in the year, as well as 17 other Research and innovation outputs. Articles summarizing the Research are widely distributed in the trade press, social media, general media and in publications of credit union trade organizations. The organization also regularly speaks on its Research findings across north america as well as provides Research insights on key consumer finance topics at industry and nonprofit conferences. Filene's incubators take the next step in innovation by testing products and ideas to help credit unions grow and make a positive impact on their members and communities. Filene currently has 4 incubator offerings and tested 7 in-market products during the past fiscal year.
Outreach and education - Filene provides members and strategic partners opportunities to engage with our body of work through our events and communities. This year over 1,501 credit union affiliated individuals registered for one of our events. We also had over 6188 register across 854 organizations to attend one of our 26 Filene webinars. Our communities supported 560 future leaders through the cooperative trust and 264 crashers, where participants can attend an in-person event or participate in our learning community crash course. Filene also continued i2, a program for emerging talent with 2024 class of 25 participants. In addition, our i3 program which provides innovation training expanded the leadership capacity in over 50 credit unions and credit union industry partner organizations.

Who funds Filene Research Institute

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Trustage FoundationCharitable$250,000
Target FoundationEconomic Opportunity - National$180,000
Defense Credit Union Council2023 Incubation Lab Sponsorship$50,000
...and 2 more grants received

Personnel at Filene Research Institute

NameTitleCompensation
Mark MeyerPresident + Chief Executive Officer$0
Patsy StewartChief Finance + Operations Officer$0
Christie KimbellExecutive Vice President
Dawn DentonChief Growth Officer
Jeffrey RobinsonProvost and Executive Vice Chancellor at Rutgers University - - Newark
...and 27 more key personnel

Financials for Filene Research Institute

RevenuesFYE 06/2024
Total grants, contributions, etc.$8,396,360
Program services$586,519
Investment income and dividends$109,878
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$36,000
Net gain from sale of non-inventory assets$-29,850
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$9,098,907

Form 990s for Filene Research Institute

Fiscal year endingDate received by IRSFormPDF link
2024-062024-10-29990View PDF
2023-062023-12-22990View PDF
2022-062022-11-01990View PDF
2021-062021-10-13990View PDF
2020-062021-02-22990View PDF
...and 10 more Form 990s

Organizations like Filene Research Institute

OrganizationLocationRevenue
Delaware Innovation SpaceWilmington, DE$7,341,673
Life Sciences Greenhouse of Central Pennsylvania (LSGPA)Harrisburg, PA$2,482,168
Michigan Manufacturing Technology CenterPlymouth, MI$13,199,043
BioGeneratorSt Louis, MO$11,680,607
Crisp DCWashington, DC$8,505,483
Biocom CaliforniaSan Diego, CA$13,250,398
TransCelerate BioPharma IncorporatedWest Conshohocken, PA$34,168,812
Fractionation Research Incorporated (FRI)Stillwater, OK$3,795,339
Bioconnect IowaDes Moines, IA$7,338,139
Innovation DepotBirmingham, AL$5,731,968
Data update history
October 31, 2024
Updated personnel
Identified 6 new personnel
October 24, 2024
Received grants
Identified 2 new grant, including a grant for $50,000 from Defense Credit Union Council
June 5, 2024
Posted financials
Added Form 990 for fiscal year 2023
February 3, 2024
Received grants
Identified 2 new grant, including a grant for $300,000 from Ewing Marion Kauffman Foundation
December 30, 2023
Received grants
Identified 2 new grant, including a grant for $50,000 from Defense Credit Union Council
Nonprofit Types
Business and community development organizationsResearch centersCharities
Issues
Science and technologyBusiness and industry
Characteristics
MembershipsConducts researchNational levelTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
5910 Mineral Point Rd
Madison, WI 53705
Metro area
Madison, WI
County
Dane County, WI
Website URL
filene.org/ 
Phone
(608) 661-3740
Facebook page
fileneresearch 
Twitter profile
@fileneresearch 
IRS details
EIN
39-1645910
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1989
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
S40: Business and Industry
NAICS code, primary
5417: Scientific Research and Development Services
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current - Awaiting Reporting
FTB status revoked
Not revoked
AG Registration Number
CT0248655
FTB Entity ID
4088094
AB 488 data last updated ("as-of") date
2024-12-31
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