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Nonprofiteer
← INVESTOR PROTECTION TRUST

Form 990 for tax year 2022

Filed by INVESTOR PROTECTION TRUST.

Totals

Total revenue
$578,273
Total expenses
$2,809,929
Contributions and grants received
$371,183
Grants paid
$2,205,764
Program service revenue
$0
Investment income
$200,928
Other revenue
$6,162
Total assets, end of year
$10,525,291
Total liabilities, end of year
$140,325
Net assets or fund balances, end of year
$10,384,966
Program services expenses (Part IX)
$2,558,437
Management and general expenses
$251,492
Fundraising expenses
$0
Program service expenses (Part III)
$2,558,437

Program services were 91.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $371,183

  • 3 · Investment income

    total $128,971 · excluded $128,971

  • 7a · Gross sales of assets other than inventory

    securities $4,391,650

  • 7b · Less cost or other basis and sales expenses

    securities $4,319,693

  • 7c · Gain or loss

    securities $71,957

  • 7d · Net gain or loss

    total $71,957 · excluded $71,957

  • 11a · Other revenue: OTHER INCOME

    total $6,162 · excluded $6,162

  • 11e · Other revenue, total

    $6,162

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,205,764 · program services $2,205,764

  • 5 · Compensation of officers, directors and key employees

    total $140,273 · program services $63,136 · management and general $77,137

  • 11b · Fees: legal

    total $22,509 · management and general $22,509

  • 11c · Fees: accounting

    total $26,485 · management and general $26,485

  • 11f · Fees: investment management

    total $13,029 · management and general $13,029

  • 11g · Fees: other

    total $160,731 · program services $80,447 · management and general $80,284

  • 13 · Office expenses

    total $3,915 · program services $1,877 · management and general $2,038

  • 14 · Information technology

    total $26,010 · program services $12,469 · management and general $13,541

  • 16 · Occupancy

    total $19,560 · program services $9,377 · management and general $10,183

  • 17 · Travel

    total $5,078 · program services $2,434 · management and general $2,644

  • 22 · Depreciation, depletion and amortization

    total $698 · program services $335 · management and general $363

  • 23 · Insurance

    total $2,825 · program services $1,354 · management and general $1,471

  • 24a · Other expenses: OTHER DIRECT PROGRAM EX

    total $179,525 · program services $179,525

  • 24b · Other expenses: PUBLICATION

    total $1,719 · program services $1,719

  • 24e · All other expenses

    total $1,808 · management and general $1,808

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $593 · end of year $592

  • 2 · Savings and temporary cash investments

    beginning of year $6,899,383 · end of year $8,355,889

  • 4 · Accounts receivable

    beginning of year $2,674,696 · end of year $25,372

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,506 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $1,859 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $4,008,789 · end of year $2,143,438

  • 17 · Accounts payable and accrued expenses

    beginning of year $37,394 · end of year $36,325

  • 18 · Grants payable

    beginning of year $90,951 · end of year $104,000

  • 27 · Net assets without donor restrictions

    beginning of year $3,817,391 · end of year $3,689,314

  • 28 · Net assets with donor restrictions

    beginning of year $9,642,090 · end of year $6,695,652

Mission and programs · 2022

Mission

INVESTOR PROTECTION TRUST IS A NONPROFIT ORGANIZATION DEVOTED TO INVESTOR EDUCATION. SINCE 1993 INVESTOR PROTECTION TRUST HAS WORKED WITH THE STATES AND AT THE NATIONAL LEVEL TO PROVIDE INDEPENDENT, OBJECTIVE INVESTOR EDUCATION NEEDED BY ALL AMERICANS TO MAKE INFORMED INVESTMENT DECISIONS.

Activities or mission (Part I)

INVESTOR PROTECTION TRUST PROVIDES INDEPENDENT, OBJECTIVE INFORMATION NEEDED BY CONSUMERS TO MAKE INFORMED INVESTMENT DECISIONS.

  • EDUCATION OF INVESTORS, RESEARCH AND EDUCATION WITH RESPECT TO THE PROTECTION OF INVESTORS, AND PROMOTION OF COMPLIANCE WITH FEDERAL AND STATE SECURITIES AND COMMODITIES LAWS.

    Expenses $2,558,437 · Grants $2,205,764

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Lynne Egan

    TRUSTEE (DECEASED JULY 2022)

    Total calculated
    $0
    Hours/week
    2

  • Noula Zaharis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Barry Glennon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Kelly Janes

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Tung Chan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Tanya Solov

    AUTHORIZED OFFICER

    Total calculated
    $105,273
    From this org
    $105,273
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Bryan Lantagne

    EXECUTIVE DIRECTOR (THRU MARCH 2022)

    Total calculated
    $35,000
    From this org
    $35,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202303199349314560

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.