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SIFMA FOUNDATION FOR INVESTOR EDUCATION FIE INC

EIN 52-1087193 NEW YORK, NY

Revenue 2024
$5,445,461
Expenses 2024
$4,878,410

Program services were 84.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
V22
Classification
1000
Street
140 BROADWAY 35TH FLOOR

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • RICHARD J DALY

    EXECUTIVE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • LAWRENCE THOMAS

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • LISA KIDD HUNT

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • TODD DIGANCI

    TREASURER

    Total calculated
    $0
    Hours/week
    1.5

  • JAMES ALLEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES ANDERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LISA BLEIER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KENNETH CELLA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRYAN CHRISTIAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • VANESSA COOKSEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID DAWKINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KRISTEN KIMMELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL KISBER

    DIRECTOR (THRU 12/2024)

    Total calculated
    $0
    Hours/week
    1

  • EVAN LAHUTA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SHAREEN LUZE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH E SWEENEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUSAN THEDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MELANIE MORTIMER

    PRESIDENT, SECRETARY

    Total calculated
    $518,793
    From this org
    $452,596
    From related orgs
    $0
    Other
    $66,197
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $363,184
    Bonus
    $85,800
    Other
    $3,612
    Deferred
    $41,400
    Nontaxable benefits
    $24,797
    Filer's total
    $518,793

  • ELIZABETH REIDEL

    MANAGING DIRECTOR

    Total calculated
    $321,398
    From this org
    $233,333
    From related orgs
    $0
    Other
    $88,065
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,843
    Bonus
    $28,500
    Other
    $990
    Deferred
    $29,527
    Nontaxable benefits
    $58,538
    Filer's total
    $321,398

  • MICHAEL SHERMAN

    VICE PRESIDENT

    Total calculated
    $249,419
    From this org
    $221,692
    From related orgs
    $0
    Other
    $27,727
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,854
    Bonus
    $13,000
    Other
    $2,838
    Deferred
    $26,263
    Nontaxable benefits
    $1,464
    Filer's total
    $249,419

  • BENJAMIN SAWYER

    CHIEF OPERATING OFFICER

    Total calculated
    $333,110
    From this org
    $278,804
    From related orgs
    $0
    Other
    $54,306
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $260,144
    Bonus
    $18,000
    Other
    $660
    Deferred
    $33,809
    Nontaxable benefits
    $20,497
    Filer's total
    $333,110

  • JOHN MARTIN

    VICE PRESIDENT

    Total calculated
    $265,463
    From this org
    $215,851
    From related orgs
    $0
    Other
    $49,612
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,691
    Bonus
    $11,500
    Other
    $660
    Deferred
    $26,573
    Nontaxable benefits
    $23,039
    Filer's total
    $265,463

  • ALLYSON GOLDHAGEN

    VICE PRESIDENT

    Total calculated
    $209,934
    From this org
    $185,456
    From related orgs
    $0
    Other
    $24,478
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,959
    Bonus
    $9,000
    Other
    $497
    Deferred
    $16,991
    Nontaxable benefits
    $7,487
    Filer's total
    $209,934

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $5,445,461
    Expenses
    $4,878,410
    Contributions
    $4,756,186
    Grants paid
    $21,468
  • 2022
    Revenue
    $5,227,293
    Expenses
    $5,350,848
    Contributions
    $4,609,074
    Grants paid
    $1,500

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

Where these grants went next →

Grants received

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

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 10 September 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The IRS Business Master File ingested 5 October 2026, which is when the registration facts above were last refreshed for every organization. Returns through tax year 2024, the newest we have parsed for this organization.