Investments & Wealth Foundation

Education organization based in Greenwood Village, CO.0 Exempt under §501(c)(3).

MissionTHE 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,

EIN
87-4617128
State
CO
Sector
Education
Budget band
<$250K
Latest filing
TY 2024
Records
—

Financial snapshot · TY 2024

$143K
Total revenue
$169K
Total expenses
$164K
Net assets

Financial health · TY 2024

48
Moderate financial health
Composite score out of 100 based on reserve ratio, program efficiency, and revenue diversification.
Reserve ratio
20
3.6 months of expenses
Program efficiency
100
100% spent on programs
Revenue diversity
0
Mix of program fees, grants & contributions

No individual compensation data available.

This organization files with the IRS but does not report individual compensation on Form 990 Part VII.

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Investments & Wealth Foundation Executive Compensation | 990 Data | DoubleNine