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SIFMA FOUNDATION FOR INVESTOR EDUCATION FIE INC

EIN 52-1087193 NEW YORK, NY

Revenue 2022
$5,227,293
Expenses 2022
$5,350,848

Program services were 85.0% 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 · 2022

As listed in Part VII of the 2022 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

    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 (AS OF 10/2022)

    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

  • RUPA DHARIA

    DIRECTOR (THRU 08/2023)

    Total calculated
    $0
    Hours/week
    1

  • VLAD KHANDROS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KRISTEN KIMMELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL KISBER

    DIRECTOR

    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
    $474,934
    From this org
    $418,214
    From related orgs
    $0
    Other
    $56,720
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $332,524
    Bonus
    $83,758
    Other
    $1,932
    Deferred
    $36,600
    Nontaxable benefits
    $20,120
    Filer's total
    $474,934

  • ELIZABETH REIDEL

    MANAGING DIRECTOR

    Total calculated
    $282,007
    From this org
    $206,688
    From related orgs
    $0
    Other
    $75,319
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,898
    Bonus
    $27,800
    Other
    $990
    Deferred
    $26,135
    Nontaxable benefits
    $49,184
    Filer's total
    $282,007

  • MICHELLE NOGUCHI

    VICE PRESIDENT

    Total calculated
    $228,242
    From this org
    $185,930
    From related orgs
    $0
    Other
    $42,312
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,776
    Bonus
    $16,500
    Other
    $2,654
    Deferred
    $22,612
    Nontaxable benefits
    $19,700
    Filer's total
    $228,242

  • BENJAMIN SAWYER

    MANAGING DIRECTOR

    Total calculated
    $205,926
    From this org
    $188,569
    From related orgs
    $0
    Other
    $17,357
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,148
    Bonus
    $12,000
    Other
    $421
    Deferred
    $5,698
    Nontaxable benefits
    $11,659
    Filer's total
    $205,926

  • NANCY KAHN

    VICE PRESIDENT

    Total calculated
    $224,413
    From this org
    $166,608
    From related orgs
    $0
    Other
    $57,805
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,577
    Bonus
    $21,000
    Other
    $5,031
    Deferred
    $20,382
    Nontaxable benefits
    $37,423
    Filer's total
    $224,413

  • VINCENT YOUNG

    ASSISTANT VICE PRESIDENT

    Total calculated
    $202,370
    From this org
    $132,162
    From related orgs
    $0
    Other
    $70,208
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $111,601
    Bonus
    $18,600
    Other
    $1,961
    Deferred
    $17,246
    Nontaxable benefits
    $52,962
    Filer's total
    $202,370

The first 25 listed. 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 — 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

  • 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

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

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.