SIFMA FOUNDATION FOR INVESTOR

Tax status: 501(c)(3) public charity, recognized by the IRS in 1977.

EIN: 52-1087193.

FY2023 Form 990: $4,626,807 total revenue, $5,132,214 total expenses, $11,081,937 total assets.

How Helpfund reads this organization

Public Activity — Moderate

Operating History & Continuity — Strong Granted tax-exempt status in 1977 — 49 years of operating history. Unbroken filing record across 4 years.

Web & Social Presence — None No reachable website found. We have not searched this organization's website for social accounts yet — not scored either way. Posting activity cannot be checked until this organization's accounts are resolved — not scored either way. Posting activity has not been collected for this organization yet — not scored either way.

Regulatory & Legal Compliance — Strong Most recent 990 covers 2023, 3 years behind the current tax year. Latest filing includes the full functional-expense breakdown. Reports a written conflict-of-interest policy. Reports a whistleblower policy. Reports a document-retention policy. Uses an independent process to set executive compensation. 100% of voting board members are independent. Listed in IRS Publication 78 as an organization eligible to receive tax-deductible contributions.

Programs & Events — Solid 1 program service line described on the latest 990. Program descriptions are substantive. Described programs account for 84% of reported expenses.

Published Content & Communications: We have not collected this yet. That is a gap in our coverage, not a finding about this organization.

4 of 5 signals measured.

Sentiment — not yet scored

Independent Funder & Peer Validation — Strongly positive Received grants from 10 independent grantmakers, each recorded in that funder's own IRS filing rather than reported by this organization. 8 grantmakers funded it in the most recent filing years on record.

Media, Press & Legal, Social Chatter & Reach, Public Reviews & Community Voice: We have not collected this yet. That is a gap in our coverage, not a finding about this organization.

Third-Party Ratings & Watchdogs: The data exists but we are not licensed to publish it. This is a limit on us, not a finding about this organization.

1 of 5 signals measured.

Impact — not yet scored

Cost-Effectiveness, Impact Scale & Growth: We can measure this and choose not to publish it.

Outcome Measurability & Disclosure, Third-Party Impact Validation, Constituent-Verified Results: We have not collected this yet. That is a gap in our coverage, not a finding about this organization.

0 of 5 signals measured.

Where Helpfund has not gathered enough independent evidence to score a measure, the profile says so. An unscored measure never means the organization scored badly.

Programs

SEE SCHEDULE OTHE STOCK MARKET GAME (TM)THE STOCK MARKET GAME (TM), IS AN ONLINE SIMULATION OF THE GLOBAL CAPITAL MARKETS THAT ENGAGES STUDENTS GRADES 4-12 IN THE WORLD OF ECONOMICS, INVESTING AND PERSONAL FINANCE, AND PREPARES THEM FOR FINANCIAL 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 YOUTH SINC

Leadership

MELANIE MORTIMER, PRESIDENT, SECRETARY · BENJAMIN SAWYER, CHIEF OPERATING OFFICER · ELIZABETH REIDEL, MANAGING DIRECTOR · JOHN MARTIN, VICE PRESIDENT · MICHAEL SHERMAN, DIRECTOR · ALLYSON GOLDHAGEN, VICE PRESIDENT · LISA BLEIER, DIRECTOR · JAMES ANDERSON, DIRECTOR

Reported on the organization's IRS Form 990, Part VII.

Funding received

Received grants from 10 independent grantmakers, totalling $966,791, each recorded in that funder's own IRS filing rather than reported by this organization.

AMERICAN ONLINE GIVING FOUNDATION INC (2024)

FINRA REGULATION INC (2024)

FIDELITY INVESTMENTS CHARITABLE GIFT FUND (2022)

SECURITIES INDUSTRY AND FINANCIAL (2023)

THE BLACKBAUD GIVING FUND (2022)

Funders of similar organizations

32 grantmakers have funded organizations in this sector, drawn from each funder's own IRS filing. Sign in to see them.

Source: IRS Form 990 filings and other public records, republished by Helpfund. Placement is never sold.