Financial Examiners Educational

MILWAUKEE, WI EIN: 58-2115961

Financial Examiners Educational is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $420K in total assets. In 2024, it awarded 2 grants totaling $36K. Net investment income was $21K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$420K

+1.4% YoY

Annual Giving

$36K

+140.9% YoY

Grant Count

+100.0% YoY

Avg Grant Size

$18K

+20.4% YoY

Under IRS private-foundation payout rules, Financial Examiners Educational reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.

About Financial Examiners Educational

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $30K (54%)

Illinois $26K (46%)

States

Illinois North Carolina

Cities

ChathamSummerfield

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$419,793	$414,070	$414,326
Revenue	$48,011	$27,753	$-34,487
Expenses	$42,288	$20,902	$28,699
Qualifying Distributions	$36,134	$15,000	$5,050
Net Investment Income	$20,793	$16,499	$31,918
Distributable Amount	$20,386	$20,164	$19,612

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Insurance Regulator Education Foundation ($26,000), Society of Financial Examiners ($10,134).

Recipient	Purpose	Amount
SOCIETY OF FINANCIAL EXAMINERS SUMMERFIELD, NC	FINANCIAL EXAMINERS SCHOLARSHIPS	$10,134
INSURANCE REGULATOR EDUCATION FOUNDATION CHATHAM, IL	FINANCIAL EXAMINERS SCHOLARSHIPS	$26,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JAMES W SCHACHT	President	1	—
LYNNE HEPLER	Treasurer	1	—
STEWART KEIR CPCU	Director	1	—
NORRIS CLARK	Director	1	—
EJOY LITTLE	Secretary	1	—
VINCENT L LAURENZANO CFE	Director	1	—
ROBERT CRAWFORD	Director	—	—
JOSEPH SIEVERLING	Director	1	—
MIKE MONAHAN	Director	1	—
MICHAEL MORIARTY	Director	—	—

Frequently Asked Questions

How large is Financial Examiners Educational?

As of 2024, Financial Examiners Educational holds $420K in total assets with $48K in annual revenue. It awarded 2 grants totaling $36K in 2024.

Where does Financial Examiners Educational operate?

Financial Examiners Educational has awarded grants in Illinois, North Carolina.

What size grants does Financial Examiners Educational award?

In 2024, Financial Examiners Educational awarded 2 grants totaling $36K — an average of about $18K per grant, based on its IRS Form 990 filings.

How much is Financial Examiners Educational required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Financial Examiners Educational reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Financial Examiners Educational's EIN?

Financial Examiners Educational's EIN (Employer Identification Number) is 58-2115961. IRS Form 990 filing data is available on this page for 2020–2024.