Financial Examiners Educational
Financial Examiners Educational is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $425K in total assets. In 2025, it awarded 2 grants totaling $30K. Net investment income was $24K.
Financial Examiners Educational at a glance
In short: Financial Examiners Educational gave $30K across 2 grants in 2025 (avg $15K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $30,000
- -17.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $15,000
- -17.0% vs 2024
- Median grant
- $15,000
- Total assets
- $424,850
- +1.2% vs 2024
- Primary geography
- North Carolina (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Financial Examiners Educational funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Society of Financial Examiners ($15K). Together the top 2 received $30K.
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 6 grants of 6 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Financial Examiners Educational gives
- Giving grew 494% from 2022 to 2025. Method
- In 2025 it paid out 146% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $5K (2022) to $36K (2024). In 2025 it made 2 grants totaling $30K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Society of Financial Examiners Summerfield, NC | Financial Examiners Scholarships | $15,000 |
| Insurance Regulator Education Foundation Chatham, IL | Financial Examiners Scholarships | $15,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $424,850 | $39,832 | $34,775 | $30,000 | 2 | $30,000 | $23,890 | $20,592 |
| 2024 | $419,793 | $48,011 | $42,288 | $36,134 | 2 | $36,134 | $20,793 | $20,386 |
| 2023 | $414,070 | $27,753 | $20,902 | $15,000 | 1 | $15,000 | $16,499 | $20,164 |
| 2022 | $414,326 | $-34,487 | $28,699 | $5,050 | 1 | $5,050 | $31,918 | $19,612 |
| 2021 | $476,418 | $76,785 | $24,641 | — | — | — | $15,923 | $22,947 |
| 2020 | $418,261 | $39,894 | $10,626 | — | — | — | $15,642 | $20,382 |
Under IRS private-foundation payout rules, Financial Examiners Educational reported a distributable amount of $21K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Financial Examiners Educational is led by James W. Schacht, President on every filing since 2020; none of the 9 officers listed in 2025 report compensation.
Officers on the 2025 filing
James W. Schacht
President
On filings since 2020
1 hr/week
No compensation reported
Joseph Sieverling
Director
On filings since 2020
No compensation reported
Norris Clark
Director
On filings since 2020
1 hr/week
No compensation reported
Robert Crawford
Director
On filings since 2020
No compensation reported
Stewart Keir Cpcu
Director
On filings since 2020
1 hr/week
No compensation reported
Vincent L. Laurenzano Cfe
Director
On filings since 2020
1 hr/week
No compensation reported
Michael Moriarty
Director
On filings since 2022
No compensation reported
Ejoy Little
Secretary
On filings since 2020
1 hr/week
No compensation reported
Lynne Hepler
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Mike Monahan (2020–2024) — Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Financial Examiners Educational
How much does Financial Examiners Educational give each year?
Financial Examiners Educational gave $30K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $36K across 2 grants.
How large is Financial Examiners Educational?
Financial Examiners Educational reported $425K in total assets on its 2025 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $21K (roughly 5% of its investment assets).
Where does Financial Examiners Educational operate?
Financial Examiners Educational has awarded grants in Illinois, North Carolina.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
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