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FINANCIAL EDUCATION & RESEARCH FOUNDATION INC

EIN 23-7063497 MORRISTOWN, NJ

Revenue 2024
$3,618,918
Expenses 2024
$3,854,228

Program services were 64.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
Classification
8000
Street
89 HEADQUARTERS PLAZA STE 1462

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).

Mission and programs · 2024

Mission

SEE SCHEDULE O

Activities or mission (Part I)

to advance the profession and practices of financial management through education and research.

  • THE FOUNDATION PRODUCED 14 EVENTS AND DEEP-DIVE TECHNICAL TRAINING WORKSHOPS, ALONG WITH 25 WEBINARS WITH FEI'S MARKETING PARTNERS TO FURTHER THE PROFESSIONAL DEVELOPMENT AND GROWTH OF MEMBERS AND ATTENDEES (APPROXIMATELY 12,300 REGISTRANTS).

    Expenses $1,775,503 · Revenue $2,714,853

  • The Foundation published and produced executive reports with distribution methods that create interactive content and conversations around topics and thought leadership, engaging FEI members and the profession at large throughout the research cycle. FEI DAILY DELIVERS FINANCIAL, BUSINESS, AND MANAGEMENT NEWS, AND TRENDS AND STRATEGIES TO HELP FINANCIAL LEADERS WORK BETTER, FASTER, AND SMARTER. FERF'S TEAM OF EXPERT CONTRIBUTORS OFFERS ANALYSIS, TIPS, AND INSIGHTS INTO BEST PRACTICES AND THE CHANGING REGULATORY LANDSCAPE. THE HOME PAGE PROVIDES AT-A-GLANCE NEWS AND INFORMATION REFLECTING THE LATEST DEVELOPMENTS IN FINANCIAL REPORTING, GOVERNANCE AND OTHER CRITICAL TOPICS FOR FINANCIAL LEADERS. THE FEI WEEKLY EMAIL IS SHARED WITH MEMBERS AND SUBSCRIBERS, PROVIDING A ROUND-UP OF IMPORTANT NEWS THAT'S TOP OF MIND OF FINANCE LEADERS. NEW EPISODES OF THE FEI WEEKLY PODCAST ARE AVAILABLE VIA THE HOMEPAGE. DELIVERED IN AN AUDIO DIGEST FORMAT, THESE EPISODES SPOTLIGHT IDEAS AND STRATEGIES SPECIFICALLY CURATED FOR FINANCIAL LEADERS. FEI ENGAGE IS DESIGNED TO HELP THE NEXT GENERATION OF FINANCIAL PROFESSIONALS SEEKING TO INTERACT WITH LIKE-MINDED FINANCE SPECIALISTS WITH A SPECIAL FOCUS ON INDUSTRY KNOWLEDGE, PURPOSE DRIVEN CAREERS AND INCLUSIVE WORKPLACES.

    Expenses $701,971 · Revenue $404,932

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

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.

  • Andrej S Suskavcevic CAE

    Pres./CEO-Trustee:Ex-Officio

    Total calculated
    $628,102
    From this org
    $0
    From related orgs
    $578,442
    Other
    $49,660
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $520,345 related
    Bonus
    $0 + $55,566 related
    Other
    $0 + $2,531 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $35,860 related
    Filer's total
    $0 + $628,102 related

  • Liliana Devita

    COO & Secretary

    Total calculated
    $273,717
    From this org
    $0
    From related orgs
    $228,347
    Other
    $45,370
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $202,457 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $890 related
    Deferred
    $0 + $9,433 related
    Nontaxable benefits
    $0 + $35,937 related
    Filer's total
    $0 + $273,717 related

  • Maria O'Grady

    Treasurer

    Total calculated
    $232,088
    From this org
    $0
    From related orgs
    $200,668
    Other
    $31,420
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $177,966 related
    Bonus
    $0 + $22,000 related
    Other
    $0 + $702 related
    Deferred
    $0 + $7,358 related
    Nontaxable benefits
    $0 + $24,062 related
    Filer's total
    $0 + $232,088 related

  • Nicholas Koutouras

    VICE CHAIR, TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LORI TANSLEY

    CHAIR, TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Vickie Wong

    VICE CHAIR, TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

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
    $3,618,918
    Expenses
    $3,854,228
    Contributions
    $384,667
    Grants paid
    $0
  • 2023
    Revenue
    $3,515,662
    Expenses
    $3,836,391
    Contributions
    $434,003
    Grants paid
    $0
  • 2022
    Revenue
    $3,249,552
    Expenses
    $3,349,948
    Contributions
    $451,680
    Grants paid
    $0

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.

Other returns filed

  • 2021 · 990

    Revenue
    $3,972,102
    Expenses
    $2,909,118
    Assets (EOY)
    $4,733,275

  • 2020 · 990

    Revenue
    $3,255,645
    Expenses
    $2,645,150
    Assets (EOY)
    $4,100,228

  • 2019 · 990

    Revenue
    $2,581,929
    Expenses
    $2,871,049
    Assets (EOY)
    $3,463,411

  • 2017 · 990

    Revenue
    $724,785
    Expenses
    $722,348
    Assets (EOY)
    $2,190,948

  • 2016 · 990

    Revenue
    $961,619
    Expenses
    $819,984
    Assets (EOY)
    $2,020,653

  • 2015 · 990

    Revenue
    $949,091
    Expenses
    $907,501
    Assets (EOY)
    $1,886,965

  • 2014 · 990

    Revenue
    $1,021,113
    Expenses
    $1,066,250
    Assets (EOY)
    $1,863,103

  • 2013 · 990

    Revenue
    $1,113,089
    Expenses
    $1,128,705
    Assets (EOY)
    $2,122,907

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $1,031,668
    Assets (EOY)
    $1,859,209

  • 2011 · 990

    Revenue
    not reported
    Expenses
    $870,163
    Assets (EOY)
    $1,897,100

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

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 13 October 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 registration facts above come from the IRS Business Master File published 13 October 2026 and read 23 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.