Educational Institutions

National Endowment for Financial Education

  • Greenwood Village, CO
  • http://WWW.NEFE.ORG

Mission Statement

The National Endowment for Financial Education has deep roots in the financial services industry, as well as in the field of education. NEFE was founded as the parent organization of the nation's first financial planning educational institution, which was incorporated in 1972. Today, the National Endowment operates as a 501 (c) (3) foundation devoted exclusively to helping Americans improve the quality of their lives through an exposure to basic programs and materials that promote positive and sound financial decision-making. NEFE accomplishes its mission primarily by partnering with other concerned organizations to provide financial education to members of the public in particular, to underserved individuals whose financial education needs are not being addressed by others.

ruling year

2003

Keywords

Self-reported

grants, grantmaking, grant guidelines, fellows, fellowships, financial literacy, financial education

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Also Known As

NEFE

EIN

84-0632115

Contact

Cause Area (NTEE Code)

Education N.E.C. (B99)

Financial Counseling, Money Management (P51)

Private Grantmaking Foundations (T20)

IRS Filing Requirement

This organization is required to file an IRS Form 990-PF.

Programs + Results

How does this organization make a difference?

Programs

Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Program 1

In all of its programs, NEFE functions as an active participant by providing funding, as well as the logistical support and financial planning expertise needed to create personal finance programs and materials for the public. NEFE also underwrites grants, fellowships, and research projects; and facilitates the exploration of new ideas in the field of personal financial planning by sponsoring events for professionals throughout the financial services industry. NEFE's outreach efforts are structured around four distinct action areas that include Education Programs, which focus on the general public and youth, as typified by the long-standing NEFE High School Financial Planning Program.; Collaborative Programs, in which the foundation partners with other non-profit organizations to develop financial materials for segments of the public in special circumstances; Multimedia Access, from which basic personal finance information developed by NEFE is distributed to the general public through various channels; and Innovative Thinking, which supports Research and Strategy activities, the Fellows Program, and the Grants Program. All activities undertaken or supported by the National Endowment are linked to specific organizational financial education initiatives.

Category

Population(s) Served

Budget

External Reviews

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Financials

Financial information is an important part of gauging the short- and long-term health of the organization.

NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION
Fiscal year: Jan 01-Dec 31

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Operations

The people, governance practices, and partners that make the organization tick.

National Endowment for Financial Education

Leadership

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Governance

BOARD LEADERSHIP PRACTICES

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RESPONSE NOT PROVIDED

BOARD ORIENTATION & EDUCATION

Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations?


RESPONSE NOT PROVIDED

CEO OVERSIGHT

Has the board conducted a formal, written assessment of the chief executive within the past year?


RESPONSE NOT PROVIDED

ETHICS & TRANSPARENCY

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year?


RESPONSE NOT PROVIDED

BOARD COMPOSITION

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?


RESPONSE NOT PROVIDED

BOARD PERFORMANCE

Has the board conducted a formal, written self-assessment of its performance within the past three years?