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Filing year 2023

INVESTMENTS & WEALTH FOUNDATION

Greenwood Village, Colorado·EIN 87-4617128·NTEE B82 · Education·501(c)(3)
Total revenue
$328k
Total assets
$139k
Total expenses
$260k
Reported officers
11
Mission

THE PRIMARY ROLE AND SCOPE OF THE INVESTMENTS & WEALTH FOUNDATION WILL BE TO CONVEY SCHOLARSHIPS AND TUITION ASSISTANCE TO QUALIFIED INDIVIDUALS WHO CAN DEMONSTRATE FINANCIAL NEED AND ARE FROM CONTINUED ON SCHEDULE OUNDERREPRESENTED POPULATIONS RELATED TO GENDER, RACE, ETHNICITY, AGE, SEXUAL PREFERENCE, TO UNDERWRITE THE COSTS OF CIMA, CPWA AND RMA CERTIFICATION. ACCELERATE CAREER ADVANCEMENT OF TARGET PROFESSIONALS WHO ARE CURRENTLY UNDERREPRESENTED IN THE PROFESSION, THEREBY FOSTERING SUSTAINABLE DIVERSITY WITHIN THE FINANCIAL ADVISOR PROFESSION.

Executive compensation

Form 990 · Part VII & Schedule J · 2 reported individuals · Filing year 2023

Percentile bands compare each position's total pay with the same role at Education organizations in Colorado.

Iwi Ceo/executive Director
Director (Operational)
Median to 75th percentilevs Education peers nationwide
$135k
$148k
Iwi CFO
10th to 25th percentile
$57k
$62k

Teal figures restate each filed amount in 2026 dollars.

Estimated with Denver-Aurora-Lakewood, CO metro-area CPI-U, restating filed pay into May 2026 dollars. A restatement of past pay, not current or projected pay.

Plus 9 unpaid individuals.

Browse compensation in Education

Pay in context

Top pay as a share of expenses

In 2023, the highest total compensation at INVESTMENTS & WEALTH FOUNDATION equaled 52% of the organization's total expenses. The median for education organizations is 7%.

This organization (2023)
52%
Sector median
7%
Middle half of sector
2% to 17%

Based on 26,320 education organizations, each measured at its most recent filing year with reported expenses and compensation.

Among peers

Revenue and top compensation, plotted against similar organizations. This organization is highlighted in cyan.

FAQ

Common questions about INVESTMENTS & WEALTH FOUNDATION

What does the Director (Operational) of INVESTMENTS & WEALTH FOUNDATION earn?

In 2023, the Director (Operational) of INVESTMENTS & WEALTH FOUNDATION received $135,157 in total compensation. This pay is above the median (the midpoint) for Director (Operational) roles among Education organizations nationwide, within the top half of comparable filings. Based on IRS Form 990 data.

How does Director (Operational) pay at INVESTMENTS & WEALTH FOUNDATION compare with similar nonprofits?

Compared with the same role at Education organizations nationwide, the 2023 pay of the Director (Operational) at INVESTMENTS & WEALTH FOUNDATION falls between the median and the 75th percentile. In 2023, the highest total compensation at INVESTMENTS & WEALTH FOUNDATION equaled 52% of the organization's total expenses. The median for education organizations is 7%.

What are INVESTMENTS & WEALTH FOUNDATION's revenue and expenses?

In 2023, INVESTMENTS & WEALTH FOUNDATION reported $328k in total revenue and $260k in total expenses on its IRS Form 990.

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