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
2023-12-01
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
$8,158,597
2023
Total expenses
$10,096,201
2023
Total assets
$144,938,044
2023
Num. employees
28
2023

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 best in the application of Financial Education in order to 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 approved funding to three grant applicants in 2023, bringing the number of research studies currently in progress to eight. Nefe has funded a total of 43 research projects since 2006. In addition, we are conducting research on Financial trauma, the history of Financial Education of native communities, a cultural relevancy scale, and building a standardized assessment to provide teachers with a reliable, program agnostic tool to evaluate student learning. Financial Education innovation and impact summit throughout 2023, nefe shared and published content related

Grants made by NEFE

GranteeGrant descriptionAmount
RAND Corporation (RAND)Research Grant$109,802
Urban InstituteResearch Grant$90,000

Personnel at NEFE

NameTitleCompensation
Billy HensleyPresident and Chief Executive Officer$428,004
Joanne Flores MosesTreasurer and Chief Financial Officer$269,235
Brian FordChief of Staff$142,846
Chris ShannonVice President External Affairs / Vice President , External Affairs$192,163
Beth BeanSenior Vice President, Research and Impact$215,066
...and 7 more key personnel

Financials for NEFE

RevenuesFYE 12/2023
Total grants, contributions, etc.$66,524
Investment income and dividends$1,537,394
Net rental income$0
Net gain from sale of non-inventory assets$2,023,883
Gross sales of inventory$0
Miscellaneous revenues$4,530,796
Total revenues$8,158,597

Form 990s for NEFE

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-07990PFView PDF
2022-122023-05-08990PFView PDF
2021-122022-05-02990PFView PDF
2020-122021-06-21990PFView PDF
2019-122020-12-01990PFView PDF
...and 8 more Form 990s

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Data update history
April 24, 2024
Updated personnel
Identified 2 new personnel
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
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate operating foundationsCharities
Issues
Human services
Characteristics
Provides grantsPartially liquidatedTax deductible donationsAccepts online 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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