Nonprofit · EIN 87-4617128
INVESTMENTS & WEALTH FOUNDATION
Tax-exempt · GREENWOOD VLG, CO 80111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $143,039 | $168,852 | -$25,813 | $163,532 | $112,514 | $51,018 |
| December 31, 2023 | 990 | $327,522 | $259,985 | $67,537 | $138,917 | $64,884 | $74,033 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $143,039
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $133,500
- Other salaries and wages
- $31,258
- Salaries, compensation and benefits (total)
- $31,258
- Professional fundraising fees
- $0
- Program services (functional)
- $168,852
Balance sheet and other
- Total assets, start of year
- $138,917
- Total assets, end of year
- $163,532
- Total liabilities, end of year
- $112,514
- Net assets, end of year
- $51,018
- Net assets without donor restrictions
- $51,018
- Gross receipts
- $145,837
- Employees
- 0
- Volunteers
- 9
- Year formed
- 2022
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SEAN WALTERS | IWI CEO Officer | 1 | $0 | $562,077 | $146,070 |
| ANGELA LUTTERMAN | TREASURER (THROUGH JUNE 2024) Officer | 1 | $0 | $267,697 | $55,996 |
| APRIL FERRELL | IW FOUNDATION EXECUTIVE DIRECTOR Trustee or director, Officer | 1 | $0 | $203,130 | $29,722 |
| SANDRA GARCIA | TREASURER (AS OF JULY 2024) Officer | 1 | $0 | $162,425 | $21,795 |
| ELIZABETH ANDERSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DESIREE MALDONADO | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| EILIN CABUTTO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| IRA COX | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LUCRECE DOSSOU | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN GRANZOW | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KAREN HEATH-WADE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN SANCHEZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SEAN WALTERS | IWI CEO/EXECUTIVE DIRECTOR Officer | 1 | $0 | $550,000 | $135,157 |
| ANGELA LUTTERMAN | IWI CFO Officer | 1 | $0 | $326,769 | $56,567 |
| ELIZABETH ANDERSON | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DESIREE MALDONADO | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| EILIN CABUTTO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| IRA COX | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LUCRECE DOSSOU | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN GRANZOW | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KAREN HEATH-WADE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BETSY PIPER-BACH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN SANCHEZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5619 DTC PKWY STE 600, GREENWOOD VLG, CO 80111-3044
- In care of
- % SEAN WALTERS
- Principal officer (990 for 2024)
- SEAN WALTERS, 5619 DTC PARKWAY 600, GREENWOOD VILLAGE, CO 80111
- Signed the 990
- SEAN WALTERS, CEO
- Phone
- (303) 770-3377
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE PRIMARY ROLE AND SCOPE OF THE INVESTMENTS & WEALTH FOUNDATION WILL BE TO CONVEY SCHOLARSHIPS AND TUITION ASSISTANCE TO QUALIFIED INDIVIDUALS WHO CAN DEMONSTRATE FINANCIAL NEED AND ARE FROM CONTINUED ON SCHEDULE OUNDERREPRESENTED POPULATIONS RELATED TO GENDER, RACE, ETHNICITY, AGE, SEXUAL PREFERENCE, TO UNDERWRITE THE COSTS OF CIMA, CPWA AND RMA CERTIFICATION. ACCELERATE CAREER ADVANCEMENT OF TARGET PROFESSIONALS WHO ARE CURRENTLY UNDERREPRESENTED IN THE PROFESSION, THEREBY FOSTERING SUSTAINABLE DIVERSITY WITHIN THE FINANCIAL ADVISOR PROFESSION.
Program accomplishments
- THE PRIMARY ROLE AND SCOPE OF THE INVESTMENTS & WEALTH FOUNDATION WILL BE TO CONVEY SCHOLARSHIPS AND TUITION ASSISTANCE TO QUALIFIED INDIVIDUALS WHO CAN DEMONSTRATE FINANCIAL NEED AND ARE FROM UNDERREPRESENTED POPULATIONS RELATED TO GENDER, RACE, ETHNICITY, AGE, SEXUAL PREFERENCE, TO UNDERWRITE THE COSTS OF CIMA, CPWA AND RMA CERTIFICATION.Expenses $168,852 · grants $133,500
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
- 87-4617128
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $163,532
- Income (IRS master file)
- $145,837
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $143,039 | $168,852 | $163,532 | IRS |
| 990 | December 2023 | $327,522 | $259,985 | $138,917 | XML |
| 990 | December 2022 | $316,775 | $310,279 | $126,536 | 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 87-4617128).
Questions about INVESTMENTS & WEALTH FOUNDATION
- What is the EIN of INVESTMENTS & WEALTH FOUNDATION?
- The employer identification number (EIN) of INVESTMENTS & WEALTH FOUNDATION is 87-4617128.
- Is INVESTMENTS & WEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to INVESTMENTS & WEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INVESTMENTS & WEALTH FOUNDATION 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 INVESTMENTS & WEALTH FOUNDATION 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 INVESTMENTS & WEALTH FOUNDATION 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 INVESTMENTS & WEALTH FOUNDATION?
- The 990 for the year ended December 31, 2024 names SEAN WALTERS.
- Who are the officers and directors of INVESTMENTS & WEALTH FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does INVESTMENTS & WEALTH FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $143,039, expenses of $168,852 and total assets of $163,532 at year end.
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