EIN 76-0707546

Institute for Financial Literacy

IRS 501(c) type
501(c)(3)
Num. employees
2
State
Year formed
2002
Most recent tax filings
2022-12-01
Description
Institute for Financial Literacy aims to promote effective financial education and counseling. The institute works with organizations across the country and is dependent upon individual and corporate financial support to accomplish its mission. The annual conference on financial education provides professional development opportunities for individuals who work with financial literacy education. Additionally, fincert.org advances the professionalism and effectiveness of education and counseling within the field of Financial Literacy by providing essential resources.
Total revenues
$150,784
2022
Total expenses
$128,907
2022
Total assets
$475,167
2022
Num. employees
2
2022

Program areas at Institute for Financial Literacy

Annual conference on Financial education: the annual conference on Financial education provides professional development opportunities for individuals who work with Financial Literacy education. In addition to being a critical networking event for Financial educators, the conference offers attendees the opportunity to learn about current trends, promote best practices and, advance the cause of Financial education.
Fincert.org: formerly, the center for Financial certification. The mission of fincert.org is to advance the professionalism and effectiveness of education and counseling within the field of Financial Literacy. Fincert.org accomplishes this mission by providing professional development, training, and certification for those in the Financial counseling, education, and related fields.

Who funds Institute for Financial Literacy

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
AmazonSmile FoundationGeneral Support$5

Personnel at Institute for Financial Literacy

NameTitleCompensation
Rachel GordonExecutive Director and Secretary$59,161
John LinfieldBoard Chair$0
Philip SusmannTreasurer$0
Leslie LinfieldSecretary and Former Exec.dir.$125,000

Financials for Institute for Financial Literacy

RevenuesFYE 12/2022
Total grants, contributions, etc.$714
Program services$149,454
Investment income and dividends$616
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$150,784

Form 990s for Institute for Financial Literacy

Fiscal year endingDate received by IRSFormPDF link
2022-122023-06-28990View PDF
2021-122022-05-11990View PDF
2020-122021-07-26990View PDF
2019-122021-04-05990View PDF
2018-122019-08-17990View PDF
...and 8 more Form 990s
Data update history
August 23, 2023
Posted financials
Added Form 990 for fiscal year 2022
August 12, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 22, 2022
Posted financials
Added Form 990 for fiscal year 2020
August 23, 2021
Posted financials
Added Form 990 for fiscal year 2019
September 30, 2020
Posted financials
Added Form 990 for fiscal year 2018
Nonprofit Types
Human service organizationsFamily service centersCharities
Issues
Human services
Characteristics
Partially liquidatedTax deductible donations
General information
Address
PO Box 1842
Portland, ME 04104
Metro area
Portland-South Portland, ME
County
Cumberland County, ME
Website URL
financiallit.org/contact/ 
Phone
(207) 873-0068
IRS details
EIN
76-0707546
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2002
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
P50: Personal Social Services
NAICS code, primary
624190: Individual and Family Services
Parent/child status
Independent
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