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EIN 23-7063497

Financial Education and Research Foundation (FERF)

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Morristown
State
New Jersey
Year formed
1944
Most recent tax filings
2023-06-01
NTEE code, primary
V20: Social Science Research Institutes, Services
Description
Financial Education and Research Foundation aims to advance the profession and practices of financial management through research and education. FERF publications provide insights and content to assist financial executives in their roles. The Foundation produces executive reports, using distribution methods that create interactive content and conversations around topics, engaging FEI members and the profession at large throughout the research cycle.
Related structure
FERF is a subordinate organization under Financial Executives International.
Also known as...
Financial Executives Research Foundation
Total revenues
$3,249,552
2023
Total expenses
$3,349,948
2023
Total assets
$4,697,755
2023
Num. employees
0
2023

Program areas at FERF

The Foundation produced two flagship conferences, ten virtual events and deep-dive technical training courses, along with 78 webinars with fei's marketing partners to further the professional development and growth of members and attendees (approximately 9,300 registrants).

Who funds Financial Education and Research Foundation (FERF)

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Financial Executives International Twin Cities Chapter / Twin Cities ChapterProgram Support$8,700
Financial Executives International Chicago ChapterResearch$5,800

Personnel at FERF

NameTitleCompensation
Andrej SuskavcevicPresident and Chief Executive Officer$0
Liliana DevitaChief Operating Officer and Secretary$0
Sri RamamoortiChair$0
Maggie MartensenVice Chair$0
Maria O'GradyTreasurer$0
...and 13 more key personnel

Financials for FERF

RevenuesFYE 06/2023
Total grants, contributions, etc.$451,680
Program services$2,629,004
Investment income and dividends$65,963
Tax-exempt bond proceeds$0
Royalty revenue$33,300
Net rental income$0
Net gain from sale of non-inventory assets$339
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$3,246
Miscellaneous revenues$66,020
Total revenues$3,249,552

Form 990s for FERF

Fiscal year endingDate received by IRSFormPDF link
2024-062024-11-15990View PDF
2023-062023-11-14990View PDF
2022-062022-11-15990View PDF
2021-062021-11-15990View PDF
2020-062021-03-31990View PDF
...and 10 more Form 990s
Data update history
January 2, 2024
Received grants
Identified 2 new grant, including a grant for $8,700 from Financial Executives International Twin Cities Chapter / Twin Cities Chapter
December 25, 2023
Posted financials
Added Form 990 for fiscal year 2023
December 25, 2023
Updated personnel
Identified 2 new personnel
December 24, 2023
Received grants
Identified 4 new grant, including a grant for $8,700 from Financial Executives International Twin Cities Chapter / Twin Cities Chapter
July 16, 2023
Posted financials
Added Form 990 for fiscal year 2022
Nonprofit Types
Professional associationsBusiness and community development organizationsResearch centersChapter / child organizationsCharities
Issues
Social sciencesBusiness and industry
Characteristics
Conducts researchNational levelTax deductible donationsNo full-time employees
General information
Address
89 Headquarters Plaza Ste 1462
Morristown, NJ 07960
Metro area
New York-Newark-Jersey City, NY-NJ-PA
County
Morris County, NJ
Phone
(973) 765-1000
IRS details
EIN
23-7063497
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1944
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
V20: Social Science Research Institutes, Services
NAICS code, primary
813920: Professional Associations
Parent/child status
Subordinate organization
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current - In Process
FTB status revoked
Not revoked
AG Registration Number
CT0204129
FTB Entity ID
None yet
AB 488 data last updated ("as-of") date
2025-01-15
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