Nonprofit · EIN 84-0632115
NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION
Tax-exempt · DENVER, CO 80202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $14,792,669 | $9,440,577 | $5,352,092 | $154,824,707 | $0 | $154,824,707 |
| December 31, 2024 | 990-PF | $14,941,589 | $10,407,018 | $4,534,571 | $149,472,615 | $0 | $149,472,615 |
| December 31, 2023 | 990-PF | $8,158,597 | $10,096,201 | -$1,937,604 | $144,938,044 | $0 | $144,938,044 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $308
- Dividends
- $1,819,431
- Net gain from sales of assets
- $8,564,635
- Other income
- $4,408,295
Expenses
- Grants and similar amounts paid
- $389,013
- Compensation of officers, directors and key employees
- $987,229
- Salaries, compensation and benefits (total)
- $3,021,197
- Disbursements for charitable purposes
- $8,961,040
- Excise tax on investment income
- $199,099
Balance sheet and other
- Total assets, start of year
- $149,472,615
- Total assets, end of year
- $154,824,707
- Total liabilities, end of year
- $0
- Net assets, end of year
- $154,824,707
- Fair market value of assets
- $209,195,546
- Qualifying distributions
- $8,961,040
- Net investment income
- $14,803,238
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BILLY HENSLEY 1550 MARKET STREET STE 475, DENVER, CO 80202 | PRES. & CEO | 40 | $502,476 | $28,662 |
| JOANNE FLORES MOSES 1550 MARKET STREET STE 475, DENVER, CO 80202 | TREAS. & CFO | 40 | $312,807 | $58,496 |
| BETH BEAN 1550 MARKET STREET STE 475, DENVER, CO 80202 | SR VP RES & Highest-paid employee | 40 | $245,030 | $23,451 |
| MICHELLE SAMUELS-JONES 1550 MARKET STREET STE 475, DENVER, CO 80202 | SR VP EQUITY Highest-paid employee | 40 | $243,371 | $38,257 |
| BRIAN FORD 1550 MARKET STREET STE 475, DENVER, CO 80202 | SEC. & COS | 40 | $171,946 | $14,673 |
| AMARIE FISHER 1550 MARKET STREET STE 475, DENVER, CO 80202 | SR. DIR & CO Highest-paid employee | 40 | $136,019 | $24,173 |
| JOSHUA CARABALLO 1550 MARKET STREET STE 475, DENVER, CO 80202 | MD RES & GRA Highest-paid employee | 40 | $123,945 | $19,553 |
| PAUL GOLDEN 1550 MARKET STREET STE 475, DENVER, CO 80202 | MD MEDIA Highest-paid employee | 40 | $123,944 | $32,957 |
| DIONNE BLUE PHD 1550 MARKET STREET STE 475, DENVER, CO 80202 | CHAIR | 1 | $0 | $0 |
| RACHELLE FELDMAN 1550 MARKET STREET STE 475, DENVER, CO 80202 | VICE CHAIR | 1 | $0 | $0 |
| JASON YOUNG 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| RICK KETCHUM 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| MEGAN GORMAN 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| JOURDAN JONES 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| BETH LESEN PHD 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGARET LIBBY 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 |
| BOB LEWIS 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 |
| CHRISTINE LOVELY 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 |
| CONNIE WEAVER 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 |
| LORETTA SANCHEZ 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 |
| TRACY SHAW 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 |
| MANISHA THAKOR 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 |
990-PF for the year ended December 31, 2024: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BILLY HENSLEY 1550 MARKET STREET STE 475, DENVER, CO 80202 | PRES. & CEO | 40 | $487,288 | $27,145 |
| JOANNE FLORES MOSES 1550 MARKET STREET STE 475, DENVER, CO 80202 | TREAS. & CFO | 40 | $309,633 | $54,438 |
| BETH BEAN 1550 MARKET STREET STE 475, DENVER, CO 80202 | SR VP RES & Highest-paid employee | 40 | $239,846 | $21,942 |
| MICHELLE SAMUELS-JONES 1550 MARKET STREET STE 475, DENVER, CO 80202 | SR VP EQUITY Highest-paid employee | 40 | $200,408 | $33,165 |
| BRIAN FORD 1550 MARKET STREET STE 475, DENVER, CO 80202 | SEC. & COS | 40 | $167,371 | $13,751 |
| AMARIE FISHER 1550 MARKET STREET STE 475, DENVER, CO 80202 | SR. DIR & CO Highest-paid employee | 40 | $130,166 | $18,747 |
| PAUL GOLDEN 1550 MARKET STREET STE 475, DENVER, CO 80202 | MD MEDIA Highest-paid employee | 40 | $123,275 | $30,512 |
| JOSHUA CARABALLO 1550 MARKET STREET STE 475, DENVER, CO 80202 | MD RES & GRA Highest-paid employee | 40 | $121,200 | $18,174 |
| JASON YOUNG 1550 MARKET STREET STE 475, DENVER, CO 80202 | CHAIR | 1 | $0 | $0 |
| DIONNE BLUE PHD 1550 MARKET STREET STE 475, DENVER, CO 80202 | VICE CHAIR | 1 | $0 | $0 |
| RICK KETCHUM 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| RACHELLE FELDMAN 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| MEGAN GORMAN 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| JOURDAN JONES 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| NANCY KIM YUN 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| BETH LESEN PHD 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| MARGARET LIBBY 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| ROBIN NUNN 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| KEVIN PLUMMER 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| BOB LEWIS 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| CHRISTINE LOVELY 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| CONNIE WEAVER 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| LORETTA SANCHEZ 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BILLY HENSLEY 1550 MARKET STREET STE 475, DENVER, CO 80202 | PRES. & CEO | 40 | $465,143 | $24,262 |
| JOANNE FLORES MOSES 1550 MARKET STREET STE 475, DENVER, CO 80202 | TREAS. & CFO | 40 | $295,392 | $54,993 |
| BETH BEAN 1550 MARKET STREET STE 475, DENVER, CO 80202 | SR VP Highest-paid employee | 40 | $228,201 | $21,229 |
| ANNETTE FOWLER 1550 MARKET STREET STE 475, DENVER, CO 80202 | SR. DIR. OPE Highest-paid employee | 40 | $158,592 | $42,606 |
| BRIAN FORD 1550 MARKET STREET STE 475, DENVER, CO 80202 | SEC. & COS | 40 | $155,574 | $13,422 |
| PAUL GOLDEN 1550 MARKET STREET STE 475, DENVER, CO 80202 | MD MEDIA Highest-paid employee | 40 | $119,302 | $27,622 |
| AMARIE FISHER 1550 MARKET STREET STE 475, DENVER, CO 80202 | SR. DIR & CO Highest-paid employee | 40 | $117,838 | $18,345 |
| AMELIA CONRAD 1550 MARKET STREET STE 475, DENVER, CO 80202 | MD INSIGHTS Highest-paid employee | 40 | $117,676 | $6,686 |
| RACHELLE FELDMAN 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| MARGARET LIBBY 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| COLLEEN WALKER 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| MEGAN GORMAN 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| HELEN NORRIS 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| JASON YOUNG 1550 MARKET STREET STE 475, DENVER, CO 80202 | VICE CHAIR | 1 | $0 | $0 |
| RICK KETCHUM 1550 MARKET STREET STE 475, DENVER, CO 80202 | CHAIR | 1 | $0 | $0 |
| MANISHA THAKOR 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| DIONNE BLUE PHD 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| JOURDAN JONES 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| ROBIN NUNN 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| CONNIE WEAVER 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| KEVIN PLUMMER 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| BOB LEWIS 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| CHRISTINE LOVELY 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
| LORETTA SANCHEZ 1550 MARKET STREET STE 475, DENVER, CO 80202 | MEMBER | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1550 MARKET STREET SUITE 475, DENVER, CO 80202-2054
- Signed the 990-PF
- JOANNE FLORES MOSES, TREAS. & CFO
- Phone
- (303) 741-6333
- Website
- WWW.NEFE.ORG
- Return prepared by
- KUNDINGER CORDER & MONTOYA PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 84-0632115
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $154,824,707
- Income (IRS master file)
- $16,080,308
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $14,792,669 | $9,440,577 | $154,824,707 | IRS |
| 990-T | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | $14,941,589 | $10,407,018 | $149,472,615 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $8,158,597 | $10,096,201 | $144,938,044 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | 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 84-0632115).
Questions about NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION
- What is the EIN of NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION?
- The employer identification number (EIN) of NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION is 84-0632115.
- Is NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION?
- The 990-PF for the year ended December 31, 2025 lists 22 people; 8 received compensation from the organization, the highest $502,476 (BILLY HENSLEY, PRES. & CEO).
- How much revenue does NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $14,792,669, expenses of $9,440,577 and total assets of $154,824,707 at year end.
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