Program areas at SIFMA Foundation for Investor Education
See schedule othe stock market game (tm)the Sifma Foundation's flagship initiative, the stock market game (tm), is a curriculum based financial Education program that virtually simulates global capital markets to engage youth in the world of economics, investing and personal finance, and prepares them for financially independent futures. More than 600,000 youth take part every year across all 50 states. The stock market game has reached more than 23 million since its inception in 1977.investwrite (r)the Sifma Foundation's investwrite (r) national essay competition extends what youth learn in the stock market game by challenging them to consider a long-term investment scenario and propose analyst-style portfolio recommendations. Participants use research, critical thinking, and writing skills to address real world financial issues and current events. A new theme and question are posed each semester. Since the program began in 2004, more than 260,000 essays have been written in classrooms across the country and almost 50,000 financial professionals have volunteered to serve as judges in the writing competition.capitol hill challenge (tm)the Sifma Foundation's annual capitol hill challenge (tm) (chc), presented by the charles schwab Foundation, is a national financial Education competition for underserved junior high and high schools that reaches all 50 us states and their members of congress in every us congressional district. Chc enhances participants' financial and civics Education through matching members of congress with students, teachers, and schools competing in the stock market game (tm) in their respective district or state. Student teams manage a hypothetical $100,000 online portfolio and invest in real stocks, bonds, and mutual funds. Since its inception in 2004, chc has made almost 7,500 matches of u.s. Representatives and senators with schools, encompassing more than 170,000 students across the country.invest it forward (r)invest it forward (r) is an award-winning industry-wide financial Education and capital markets literacy campaign convening hundreds of financial firms to foster career exploration and industry partnerships for youth and educators. Volunteers from the private sector partner with schools to expose youth to new career pathways and deepen their understanding of the financial sector and opportunities. Invest it forward is designed to help young people understand how to harness the capital markets for their own benefit and open up new opportunities for their futures.
Grants made by SIFMA Foundation for Investor Education
Who funds SIFMA Foundation for Investor Education
Grants from foundations and other nonprofits
Personnel at SIFMA Foundation for Investor Education
Name | Title | Compensation | Date of data |
---|
Michelle Noguchi | Vice President | $179,806 | 2022-10-31 |
Nancy Kahn | Assistant Vice President | $162,497 | 2022-10-31 |
Pareen Kohlhaas | Vice President | $146,806 | 2022-10-31 |
Elizabeth Reidel | Managing Director / Vice President | $198,658 | 2022-10-31 |
Melanie Mortimer | President | $396,396 | 2023-09-14 |
...and 6 more key personnel |
Financials for SIFMA Foundation for Investor Education
Revenues | FYE 10/2023 | FYE 10/2022 | % Change |
---|
Total grants, contributions, etc. | $4,609,074 | $3,287,504 | 40.2% |
Program services | $364,345 | $336,250 | 8.4% |
Investment income and dividends | $253,874 | $207,184 | 22.5% |
Tax-exempt bond proceeds | $0 | $0 | - |
Royalty revenue | $0 | $0 | - |
Net rental income | $0 | $0 | - |
Net gain from sale of non-inventory assets | $0 | $0 | - |
Net income from fundraising events | $0 | $0 | - |
Net income from gaming activities | $0 | $0 | - |
Net income from sales of inventory | $0 | $0 | - |
Miscellaneous revenues | $0 | $0 | - |
Total revenues | $5,227,293 | $3,830,938 | 36.4% |
Organizations like SIFMA Foundation for Investor Education
Organization | Type | Location | Revenue |
---|
Working in Support of Education | 501(c)(3) | New York, NY | $2,775,292 |
I Have A Dream Foundation | 501(c)(3) | New York, NY | $4,241,764 |
National Education Association Foundation (NEAF) | 501(c)(3) | Washington, DC | $3,234,576 |
Making Hope Happen Foundation | 501(c)(3) | San Bernardino, CA | $1,539,517 |
Isle of Wight County Educational Foundation | 501(c)(3) | Isle of Wight, VA | $5,435,754 |
Success in Education Foundation | 501(c)(3) | Salt Lake City, UT | $3,510,674 |
I Have A Dream Foundation of Boulder County | 501(c)(3) | Boulder, CO | $3,235,210 |
Foundation for Students Rising Above (SRA) | 501(c)(3) | San Francisco, CA | $4,179,741 |
AMZI Foundation | 501(c)(3) | Washington, DC | $1,400,000 |
College Possible | 501(c)(3) | Saint Paul, MN | $24,598,991 |
Data update history
August 26, 2024
Posted financials
Added Form 990 for fiscal year 2021
August 24, 2024
Used new vendors
Identified 1 new vendor, including
July 15, 2024
Received grants
Identified 5 new grant, including a grant for $31,694 from Stifel Foundation May 19, 2024
Received grants
Identified 2 new grant, including a grant for $120,000 from Broadridge Foundation Nonprofit Types
Grantmaking organizationsSchoolsEducational service providersCharities
Issues
Social sciencesEducation
Characteristics
Political advocacyConducts researchFundraising eventsCommunity engagement / volunteeringGala fundraisersTax deductible donationsAccepts online donations
General information
- Address
- 140 Broadway 35th Floor
- New York, NY 10005
- Metro area
- New York-Newark-Jersey City, NY-NJ-PA
- County
- New York County, NY
- Website URL
- sifma.org/about/sifma-foundation/Â
- Phone
- (212) 313-1371
IRS details
- EIN
- 52-1087193
- Fiscal year end
- October
- Taxreturn type
- Form 990
- Year formed
- 1976
- Eligible to receive tax-deductible contributions (Pub 78)
- Yes
Categorization
- NTEE code, primary
- B90: Educational Services
- NAICS code, primary
- 813211: Grantmaking Foundations
- Parent/child status
- Independent
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