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Employer Identification Number 52-1634508

THE INSTITUTE FOR FINANCIAL MARKETS is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:THE INSTITUTE FOR FINANCIAL MARKETS
Employer identification number (EIN):52-1634508
EIN Issuing AuthorityBrookhaven, NY
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations
401k Pension/Benefits registration THE INSTITUTE FOR FINANCIAL MARKETS 401k plan information
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code

Organization Overview

Mission Statementthe institute's mission focuses on three primary areas - education, ethics and data directed at improving the financial services industry.
Number of Employees7
Number of Volunteers6
Year Formed1989

Organization Governance

Legal DomicileDC
Voting Members - Governing Body8
Voting Members - Independent6

Organization Financials

2021-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 82,227
Program Service Revenue from current yearUSD $ 110,107
Investment Income from prior yearUSD $ 478,587
Investment Income from current yearUSD $ 330,148
Other Revenue from prior yearUSD $ 19,044
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 1,233,908
Net assets / fund balances at end of fiscal yearUSD $ 6,174,216
Net assets / fund balances at beginning of fiscal yearUSD $ 6,427,806
Total liabilities at end of fiscal yearUSD $ 167,659
Total liabilities at beginning of fiscal yearUSD $ 151,936
Total assets at end of fiscal yearUSD $ 6,341,875
Total assets at beginning of fiscal yearUSD $ 6,579,742
Revenues less expenses for current yearUSD $ -413,879
Revenues less expenses for previous yearUSD $ -218,571
Total expenses for current yearUSD $ 940,918
Total expenses for previous yearUSD $ 884,781
Other expenses in current yearUSD $ 217,194
Other expenses in previous yearUSD $ 182,934
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 511,058
Employee salary and benefits paid in previous yearUSD $ 496,847
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 212,666
Grants and similar amounts paid in previous yearUSD $ 205,000
Total revenue in current fiscal yearUSD $ 527,039
Total revenue in previous fiscal yearUSD $ 666,210
Contributions and grants from current yearUSD $ 86,784
Contributions and grants from previous yearUSD $ 86,352
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 0
2020-12-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 121,191
Program Service Revenue from current yearUSD $ 82,227
Investment Income from prior yearUSD $ 180,769
Investment Income from current yearUSD $ 478,587
Other Revenue from prior yearUSD $ 20,517
Other Revenue from current yearUSD $ 19,044
Gross receipts from all sourcesUSD $ 666,210
Net assets / fund balances at end of fiscal yearUSD $ 6,427,806
Net assets / fund balances at beginning of fiscal yearUSD $ 6,588,273
Total liabilities at end of fiscal yearUSD $ 151,936
Total liabilities at beginning of fiscal yearUSD $ 149,060
Total assets at end of fiscal yearUSD $ 6,579,742
Total assets at beginning of fiscal yearUSD $ 6,737,333
Revenues less expenses for current yearUSD $ -218,571
Revenues less expenses for previous yearUSD $ -587,760
Total expenses for current yearUSD $ 884,781
Total expenses for previous yearUSD $ 994,909
Other expenses in current yearUSD $ 182,934
Other expenses in previous yearUSD $ 305,270
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 496,847
Employee salary and benefits paid in previous yearUSD $ 483,849
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 205,000
Grants and similar amounts paid in previous yearUSD $ 205,790
Total revenue in current fiscal yearUSD $ 666,210
Total revenue in previous fiscal yearUSD $ 407,149
Contributions and grants from current yearUSD $ 86,352
Contributions and grants from previous yearUSD $ 84,672
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 19,044
2019-12-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 119,272
Program Service Revenue from current yearUSD $ 121,191
Investment Income from prior yearUSD $ 270,904
Investment Income from current yearUSD $ 180,769
Other Revenue from prior yearUSD $ 76,043
Other Revenue from current yearUSD $ 20,517
Gross receipts from all sourcesUSD $ 407,149
Net assets / fund balances at end of fiscal yearUSD $ 6,588,273
Net assets / fund balances at beginning of fiscal yearUSD $ 6,447,308
Total liabilities at end of fiscal yearUSD $ 149,060
Total liabilities at beginning of fiscal yearUSD $ 154,769
Total assets at end of fiscal yearUSD $ 6,737,333
Total assets at beginning of fiscal yearUSD $ 6,602,077
Revenues less expenses for current yearUSD $ -587,760
Revenues less expenses for previous yearUSD $ -311,308
Total expenses for current yearUSD $ 994,909
Total expenses for previous yearUSD $ 862,199
Other expenses in current yearUSD $ 305,270
Other expenses in previous yearUSD $ 385,641
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 483,849
Employee salary and benefits paid in previous yearUSD $ 476,558
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 205,790
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 407,149
Total revenue in previous fiscal yearUSD $ 550,891
Contributions and grants from current yearUSD $ 84,672
Contributions and grants from previous yearUSD $ 84,672
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 20,517
2018-12-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 152,691
Program Service Revenue from current yearUSD $ 118,597
Investment Income from prior yearUSD $ 3,236,090
Investment Income from current yearUSD $ -291,797
Other Revenue from prior yearUSD $ 2,647
Other Revenue from current yearUSD $ 76,718
Gross receipts from all sourcesUSD $ 0
Net assets / fund balances at end of fiscal yearUSD $ 6,447,308
Net assets / fund balances at beginning of fiscal yearUSD $ 7,321,317
Total liabilities at end of fiscal yearUSD $ 154,769
Total liabilities at beginning of fiscal yearUSD $ 251,906
Total assets at end of fiscal yearUSD $ 6,602,077
Total assets at beginning of fiscal yearUSD $ 7,573,223
Revenues less expenses for current yearUSD $ -874,009
Revenues less expenses for previous yearUSD $ 2,507,327
Total expenses for current yearUSD $ 862,199
Total expenses for previous yearUSD $ 884,101
Other expenses in current yearUSD $ 385,641
Other expenses in previous yearUSD $ 386,840
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 476,558
Employee salary and benefits paid in previous yearUSD $ 497,261
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ -11,810
Total revenue in previous fiscal yearUSD $ 3,391,428
Contributions and grants from current yearUSD $ 84,672
Contributions and grants from previous yearUSD $ 0
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 76,718
2017-12-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 1,956,132
Program Service Revenue from current yearUSD $ 152,691
Investment Income from prior yearUSD $ 121,193
Investment Income from current yearUSD $ 3,236,090
Other Revenue from prior yearUSD $ 4,700
Other Revenue from current yearUSD $ 2,647
Gross receipts from all sourcesUSD $ 3,391,428
Net assets / fund balances at end of fiscal yearUSD $ 7,321,317
Net assets / fund balances at beginning of fiscal yearUSD $ 4,726,763
Total liabilities at end of fiscal yearUSD $ 251,906
Total liabilities at beginning of fiscal yearUSD $ 1,102,429
Total assets at end of fiscal yearUSD $ 7,573,223
Total assets at beginning of fiscal yearUSD $ 5,829,192
Revenues less expenses for current yearUSD $ 2,507,327
Revenues less expenses for previous yearUSD $ 402,534
Total expenses for current yearUSD $ 884,101
Total expenses for previous yearUSD $ 1,679,491
Other expenses in current yearUSD $ 386,840
Other expenses in previous yearUSD $ 668,419
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 497,261
Employee salary and benefits paid in previous yearUSD $ 1,011,072
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 3,391,428
Total revenue in previous fiscal yearUSD $ 2,082,025
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 2,647
2016-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 1,951,743
Program Service Revenue from current yearUSD $ 1,956,132
Investment Income from prior yearUSD $ 97,150
Investment Income from current yearUSD $ 121,193
Other Revenue from prior yearUSD $ 9,739
Other Revenue from current yearUSD $ 4,700
Gross receipts from all sourcesUSD $ 2,082,025
Net assets / fund balances at end of fiscal yearUSD $ 4,726,763
Net assets / fund balances at beginning of fiscal yearUSD $ 2,906,710
Total liabilities at end of fiscal yearUSD $ 1,102,429
Total liabilities at beginning of fiscal yearUSD $ 2,179,397
Total assets at end of fiscal yearUSD $ 5,829,192
Total assets at beginning of fiscal yearUSD $ 5,086,107
Revenues less expenses for current yearUSD $ 402,534
Revenues less expenses for previous yearUSD $ 618,914
Total expenses for current yearUSD $ 1,679,491
Total expenses for previous yearUSD $ 1,439,718
Other expenses in current yearUSD $ 668,419
Other expenses in previous yearUSD $ 614,800
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 1,011,072
Employee salary and benefits paid in previous yearUSD $ 824,918
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,082,025
Total revenue in previous fiscal yearUSD $ 2,058,632
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 0
2015-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ -250
Program Service Revenue from prior yearUSD $ 1,866,734
Program Service Revenue from current yearUSD $ 1,951,743
Investment Income from prior yearUSD $ 59,936
Investment Income from current yearUSD $ 97,150
Other Revenue from prior yearUSD $ 4,800
Other Revenue from current yearUSD $ 9,739
Gross receipts from all sourcesUSD $ 3,058,508
Net assets / fund balances at end of fiscal yearUSD $ 2,906,710
Net assets / fund balances at beginning of fiscal yearUSD $ 2,435,385
Total liabilities at end of fiscal yearUSD $ 2,179,397
Total liabilities at beginning of fiscal yearUSD $ 2,194,551
Total assets at end of fiscal yearUSD $ 5,086,107
Total assets at beginning of fiscal yearUSD $ 4,629,936
Revenues less expenses for current yearUSD $ 618,914
Revenues less expenses for previous yearUSD $ 342,140
Total expenses for current yearUSD $ 1,439,718
Total expenses for previous yearUSD $ 1,594,330
Other expenses in current yearUSD $ 614,800
Other expenses in previous yearUSD $ 758,552
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 824,918
Employee salary and benefits paid in previous yearUSD $ 825,778
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 10,000
Total revenue in current fiscal yearUSD $ 2,058,632
Total revenue in previous fiscal yearUSD $ 1,936,470
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 5,000
Total of other revenueUSD $ 7,939
2014-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ -250
Program Service Revenue from prior yearUSD $ 1,848,412
Program Service Revenue from current yearUSD $ 1,866,734
Investment Income from prior yearUSD $ 117,760
Investment Income from current yearUSD $ 59,936
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 4,800
Gross receipts from all sourcesUSD $ 2,237,296
Net assets / fund balances at end of fiscal yearUSD $ 2,435,385
Net assets / fund balances at beginning of fiscal yearUSD $ 1,918,065
Total liabilities at end of fiscal yearUSD $ 2,194,551
Total liabilities at beginning of fiscal yearUSD $ 2,175,790
Total assets at end of fiscal yearUSD $ 4,629,936
Total assets at beginning of fiscal yearUSD $ 4,093,855
Revenues less expenses for current yearUSD $ 342,140
Revenues less expenses for previous yearUSD $ 419,526
Total expenses for current yearUSD $ 1,594,330
Total expenses for previous yearUSD $ 1,572,146
Other expenses in current yearUSD $ 758,552
Other expenses in previous yearUSD $ 669,981
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 825,778
Employee salary and benefits paid in previous yearUSD $ 862,440
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 10,000
Grants and similar amounts paid in previous yearUSD $ 39,725
Total revenue in current fiscal yearUSD $ 1,936,470
Total revenue in previous fiscal yearUSD $ 1,991,672
Contributions and grants from current yearUSD $ 5,000
Contributions and grants from previous yearUSD $ 25,500
Total of other revenueUSD $ 0

Other Company Names associated with EIN

Institute for Financial Markets

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 521634508

USA Location Address
2001 PENNSYLVANIA AVE NW
WASHINGTON
DC
200061850
Date first seen: 2011-07-25
Date last seen: 2020-04-20
USA Mailing Address
2001 Pennsylvania Ave NW
Washington
DC
20006
Date first seen: 2007-01-01
Date last seen: 2025-12-31
USA Location Address
2001 K ST NW STE 725
NORTH TOWER
WASHINGTON
DC
200061037
Date first seen: 2021-01-01
Date last seen: 2025-12-31
401k Sponsor USA Address
2001 K ST NW STE 725
NORTH TOWER
WASHINGTON
DC
200061037
Date first seen: 2024-01-01
Date last seen: 2025-08-04

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The following companies are located in the same ZIP code areas:

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