Investments & Wealth Foundation
EIN: 874617128 · Greenwood Vlg, CO · NTEE: B82
| Metric | Value |
|---|---|
| Total Revenue | $146K |
| Total Expenses | $260K |
| Net Assets | $74K |
Search Intent Cockpit
Investments & Wealth Foundation Form 990, Revenue, CEO Pay, and IRS Filing Signals
Investments & Wealth Foundation is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Investments & Wealth Foundation in one place.
Form 990 Filing Summary
2 filing years are available, with latest revenue of $328K and expenses of $260K.
Revenue and Expenses
Investments & Wealth Foundation reported $328K in revenue and $260K in expenses, a surplus of $68K.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
Mission score and red-flag review are shown when AI enrichment is available.
Is Investments & Wealth Foundation Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
Functional expense detail is not available on the stored filing yet. Existing program percentage and future extracted expense fields will populate this panel.
Across stored filings, Investments & Wealth Foundation shows contribution history pending. Next enrichment targets: revenue-source fields, functional expense detail, IRS BMF classification, AI synthesis.
Decision Cockpit
One-Stop Donor, Research, and Peer Context Hub
| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Insufficient Data | Limited filing record; no red flags identified |
| Mission spend | Pending | Unknown |
| Financial durability | Grade A | 2 stored filing years |
| Peer context | Compare with International Midwife Assistance Inc | Colorado and Education context |
Trust Check
Review legitimacy, deductibility, red flags, and filing consistency.
Open charity check →Peer Benchmark
Compare against real state and category peers.
Compare with International Midwife Assistance Inc →All Colorado nonprofits
All Education
Local and Sector Spokes
Move into this nonprofit's local market, category, and sector maps.
Greenwood Vlg, CO nonprofitsEducation in Colorado
Education in Colorado
Follow the Money
Jump into spending, compensation, rankings, and filing-year evidence.
State spending analysisState compensation analysis
Education spending
Best Education charities in Colorado
Relevant rankings
Donation Decision Flow
From Trust Check to Better Alternatives
Verify
Insufficient Data. Check deductibility, filings, and red flags.
2Understand money
Use filing data to inspect spending as enrichment grows.
3Compare
Benchmark against International Midwife Assistance Inc.
4Decide
Build a shortlist, compare alternatives, and review the latest filing before giving.
Alternative Shopping
Similar Nonprofits Donors Should Compare
Aspen Center For Environmental Studies Endowment Fund Inc
Aspen, CO · $3.7M revenue · Score 95/100
Compare side-by-sideMetroplitan State University Of Denver Alumni Association
Denver, CO · $595K revenue · Score 85/100
Compare side-by-sideThe Early Childhood Council Of Larimer County
Fort Collins, CO · $2.9M revenue · Score 92/100
Compare side-by-sideInternational Midwife Assistance Inc
Longmont, CO · $116K revenue · Score 92/100
Compare side-by-sideNext Best Actions
Keep the Investigation Moving
About Investments & Wealth Foundation
Investments & Wealth Foundation (EIN: 874617128) is a nonprofit organization based in Greenwood Vlg, CO, classified under NTEE code B82. The organization reported total revenue of $146K and total assets of $164K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Investments & Wealth Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Investments & Wealth Foundation is a small nonprofit that has been operating for 4 years, with 2 years of IRS 990 filings on record (2022–2023). Revenue has grown at a compound annual rate of 3.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $328K |
| Total Expenses | $260K |
| Surplus / Deficit | +$68K |
| Total Assets | $139K |
| Total Liabilities | $65K |
| Net Assets | $74K |
| Operating Margin | 20.6% |
| Debt-to-Asset Ratio | 46.7% |
| Months of Reserves | 6.4 months |
Financial Health Grade: A
In 2023, Investments & Wealth Foundation reported a surplus of $68K with revenue exceeding expenses, holds 6.4 months of operating reserves (strong position), has a debt-to-asset ratio of 46.7% (moderate leverage).
Financial Trends
Over 2 years of filings (2022–2023), Investments & Wealth Foundation's revenue has grown at a compound annual growth rate (CAGR) of 3.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +3.4% | -16.2% | +9.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1200 |
| IRS Ruling Date | 2022 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Investments & Wealth Foundation has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Investments & Wealth Foundation with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $68K, with revenue exceeding expenses.
- Debt-to-asset ratio: 46.7%.
Frequently Asked Questions about Investments & Wealth Foundation
Is Investments & Wealth Foundation a legitimate charity?
Investments & Wealth Foundation (EIN: 874617128) is a registered tax-exempt nonprofit based in Colorado. It has 2 years of IRS 990 filings on record. Total revenue: $146K. No red flags identified. Financial health grade: A.
How does Investments & Wealth Foundation spend its money?
Investments & Wealth Foundation reported $146K in total revenue in IRS 990 filings. 2 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Investments & Wealth Foundation tax-deductible?
Investments & Wealth Foundation is registered as a tax-exempt nonprofit (EIN: 874617128). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Investments & Wealth Foundation located?
Investments & Wealth Foundation is headquartered in Greenwood Vlg, Colorado and files with the IRS under EIN 874617128. It is classified under NTEE code B82.
How many years of IRS 990 filings does Investments & Wealth Foundation have?
Investments & Wealth Foundation has 2 years of IRS 990 filings on record at NonprofitSpending. Additional filing years may become available as the IRS releases new data. The most recent filing shows $146K in total revenue.
Filing History
IRS 990 filing history for Investments & Wealth Foundation showing financial trends over 2 years of public records:
Over 2 years of IRS 990 filings (2022–2023), Investments & Wealth Foundation's revenue has grown by 3.4%, moving from $317K to $328K. Total assets increased by 9.8% over the same period, from $127K to $139K. Total functional expenses fell by 16.2%, from $310K to $260K. In its most recent filing year (2023), Investments & Wealth Foundation reported a surplus of $68K, with revenue exceeding expenses. The organization holds $65K in liabilities against $139K in assets (debt-to-asset ratio: 46.7%), resulting in net assets of $74K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $328K | $260K | $139K | $65K | — | View 990 |
| 2022 | $317K | $310K | $127K | $120K | — | View 990 |
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Investments & Wealth Foundation:
Data Sources and Methodology
This transparency report for Investments & Wealth Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.