Nonprofit · EIN 26-0076287
HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION
Tax-exempt · GREENWOOD VLG, CO 80111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $285,993 | $272,311 | $13,682 | $440,952 | $49,871 | $391,081 |
| December 31, 2023 | 990 | $402,262 | $415,492 | -$13,230 | $430,238 | $52,839 | $377,399 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $285,488
- Investment income
- $3
- Net income from sales of inventory
- $450
- Other revenue
- $502
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $49,526
- Salaries, compensation and benefits (total)
- $60,102
- Professional fundraising fees
- $0
- Accounting fees
- $1,685
- Occupancy
- $30,119
- Depreciation
- $81
- Program services (functional)
- $140,492
- Management and general (functional)
- $131,819
Balance sheet and other
- Total assets, start of year
- $430,238
- Total assets, end of year
- $440,952
- Total liabilities, end of year
- $49,871
- Net assets, end of year
- $391,081
- Land, buildings and equipment
- $7,916
- Net assets without donor restrictions
- $389,581
- Net assets with donor restrictions
- $1,500
- Gross receipts
- $286,259
- Employees
- 1
- Volunteers
- 0
- Year formed
- 2003
- State of legal domicile
- CO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAUL GAPPINGER | FORMER DIRECTOR Former | 20 | $0 | $51,603 |
| PAUL MCLEMORE | PRESIDENT/CHAIRMAN Trustee or director, Officer | 20 | $0 | $0 |
| DAVID MCCONICO | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| GREGORY ANDERSON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ALAN GAPPINGER | CHIEF EXECUTIVE OFFICER Officer | 20 | $0 | $0 |
| DAVID BROMEIER | CHIEF FINANCIAL OFFICER Officer | 20 | $0 | $0 |
| LILI BEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAUL GAPPINGER | FORMER DIRECTOR Former | 20 | $0 | $51,498 |
| DAVID BROMEIER | CHIEF FINANCIAL OFFICER Officer | 20 | $8,468 | $0 |
| PAUL MCLEMORE | PRESIDENT/CHAIRMAN Trustee or director, Officer | 20 | $0 | $0 |
| DAVID MCCONICO | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| GREGORY ANDERSON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ALAN GAPPINGER | CHIEF EXECUTIVE OFFICER Officer | 20 | $0 | $0 |
| LILI BEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 8301 E PRENTICE AVE STE 312, GREENWOOD VLG, CO 80111-2906
- In care of
- % ALAN J GAPPINGER
- Principal officer (990 for 2024)
- DAVID J BROMEIER, 8301 E PRENTICE AVE STE 312, GREENWOOD VILLAGE, CO 80111
- Signed the 990
- DAVID J BROMEIER, CHIEF FINANCIAL OFFICER
- Phone
- (303) 597-0197
- Website
- HIFE-USA.ORG
- Return prepared by
- JF GLOBAL CPA
Mission
BRINGING FINANCIAL LITERACY TO PEOPLE ACROSS NORTH AMERICA THROUGH ON-SITE CLASSES OFFERED BY OUR CFE CERTIFIED FINANCIAL EDUCATORS (CFEd) AND PROMOTING HIGHER EDUCATION ACROSS THE GLOBE
Program accomplishments
- BY OFFERING FINANCIAL WELLNESS COURSES TO EMPLOYERS ALL ACROSS AMERICA, THE HEARTLAND INSTITUTE OF FINANCIAL EDUCATION HAS BEEN ABLE TO PROVIDE FINANCIAL EDUCATION CLASSES TO OVER 800 EMPLOYERS, INCLUDING CORPORATIONS, SCHOOL SYSTEMS, CHURCHES, HOSPITALS, GOVERNMENT AGENCIES, STATE AGENCIES, COLLEGES, HIGH SCHOOLS, AND MORE. OUR INSTRUCTORS HAVE PROVIDED FINANCIAL EDUCATION FOR OVER 10,000 ADULT LEARNERS WHO HAVE GAINED THE OPPORTUNITY TO IMPROVE THEIR FINANCIAL SITUATION AND ENJOY A MORE COMPLETE, FINANCIALLY SECURE LIFE. THESE CLASSES CONTINUE TO PROVIDE ONGOING TRAINING AND GUIDANCE FOR ADULTS AS WE CONSISTENTLY FIND NEW WAYS TO POSITIVELY IMPACT ADULTS IN THEIR EVERYDAY LIVES.Expenses $4,437 · revenue $62,009
- BY PROVIDING AFFORDABLE AND PROFESSIONAL COACHING TO STUDENTS AND PARENTS WE HAVE HELPED OVER 3,500 STUDENTS NOT ONLY SELECT THE BEST CAREER AND COLLEGE, BUT ALSO SAVE MILLIONS OF DOLLARS IN OUT OF POCKET EXPENSES. ONE OF THE KEY AREAS OF FOCUS FOR THE INSTITUTE IS TO PROVIDE PERSONAL, PROFESSIONAL COACHING SERVICES FOR OUR STUDENTS. THIS IS ACCOMPLISHED BY FINDING QUALIFIED INDIVIDUALS WHO HAVE PROFESSIONAL EXPERIENCE IN THE COLLEGE/UNIVERSITY ENVIRONMENT, BOTH FROM AN ADMINISTRATIVE OR TEACHING PERSPECTIVE AND FROM THE EXPERIENCE OF WORKING WITH STUDENTS. THESE COACHES PROVIDE OUR STUDENTS WITH HANDS-ON GUIDANCE AT AN AFFORDABLE COST.Expenses $136,055 · revenue $223,479
- ALL PROGRAM EXPENSES ARE FOR THE PURPOSE OF MAINTAINING OUR TWO MAIN PROGRAMS. ADDITIONAL REVENUE IS UNALLOCATED PROGRAM SERVICE REVENUE FOR REIMBURSED EXPENSES.revenue $52
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 26-0076287
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B60)
- Assets (IRS master file)
- $440,952
- Income (IRS master file)
- $286,259
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $285,993 | $272,311 | $440,952 | IRS |
| 990 | December 2023 | $402,262 | $415,492 | $430,238 | XML |
| 990 | December 2022 | $599,944 | $619,364 | $520,439 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-0076287).
Questions about HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION
- What is the EIN of HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION?
- The employer identification number (EIN) of HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION is 26-0076287.
- Is HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION?
- The 990 for the year ended December 31, 2024 names DAVID J BROMEIER.
- Who are the officers and directors of HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $285,993, expenses of $272,311 and total assets of $440,952 at year end.
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