Daffy

Heartland Institute for Financial Education

Heartland Institute for Financial Education

Greenwood Vlg, CO 80111
Tax ID26-0076287

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About this organization

Revenue

$1,829,259

Expenses

$1,639,575

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

About

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.

Interesting data from their 2020 990 filing

The purpose of the non-profit is stated in the filing as “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”.

Their activities were defined as: “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”.

  • As per legal requirements, the non-profit's state of operation is reported as CO.
  • The non-profit's address in 2020 as per the filing is 8301 E PRENTICE AVE STE 312, GREENWOOD VILLAGE, CO, 80111.
  • The form of the non-profit organization shows 13 employees as of 2020.
  • The non-profit has outstanding loans as of 2020.
  • Does not operate a hospital.
  • Does not operate a school.
  • Does not collect art.
  • Does not provide credit counseling.
  • Does not have foreign activities.
  • Is not a donor advised fund.
  • Is not a private foundation.
  • Expenses are greater than $1,000,000.
  • Revenue is greater than $1,000,000.
  • Revenue less expenses is $189,684.
  • The compensation policy for the CEO of the organization is established through an impartial evaluation and endorsement.
  • The organization has 7 independent voting members.
  • The organization was formed in 2003.
  • The organization has a written policy that addresses conflicts of interest.
  • The organization is required to file Schedule B.
  • The organization is required to file Schedule J.
  • The organization is required to file Schedule O.
  • The organization pays $546,674 in salary, compensation, and benefits to its employees.
  • The organization pays $2,265 in fundraising expenses.
  • The organization has minutes of its meetings.
  • The organization has a written whistleblower policy.
  • The organization has a business related family member transaction.
  • The organization has a business related organization transaction.

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