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Filing year 2023

INVESTMENTS & WEALTH FOUNDATION

Greenwood Village, Colorado·EIN 87-4617128·NTEE B82 · Education·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 · Schedule J · 2 reported individuals · Filing year 2023

Base salaryExecutive compensation
Iwi Ceo/executive Director
director (operational)
$135k
$148k

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.

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