Liabilities / Assets
21st percentile
Higher debt load relative to assets than 21% of similar nonprofits.
990 • Fiscal year 2017 • EIN 39-6570280
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
21st percentile
Higher debt load relative to assets than 21% of similar nonprofits.
Liabilities / Revenue
67th percentile
Higher debt load relative to revenue than 67% of similar nonprofits.
Net Margin
3rd percentile
Higher net margin than 3% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 41.9% of source-year revenue.
Asset Growth
13th percentile
Faster asset growth than 13% of similar nonprofits.
Revenue Growth
17th percentile
Faster revenue growth than 17% of similar nonprofits.
Assets
Down$12,590,390
Down $726,413 (-5.5%) from 2016
Net Assets
Down$12,220,133
Down $408,219 (-3.2%) from 2016
Liabilities
Down$370,257
Down $318,194 (-46%) from 2016
Revenue
Down$753,436
Down $77,870 (-9.4%) from 2016
Expenses
Down$1,467,603
Down $378,951 (-21%) from 2016
Net Income
Up-$714,167
Up $301,081 (+30%) from 2016
The investor protection trust (ipt) is a nonprofit organization devoted to investor education. Since 1993 the investor protection trust has worked with the states and at the national level to provide independent, objective investor education needed by all americans to make informed investment decisions.
The investor protection trust (ipt) provides independent, objective information needed by consumers to make informed investment decisions.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $6,020,296 | $5,382,129 | ▼ $638,167 |
| Investments in Publicly Traded Securities | $6,456,513 | $5,268,660 | ▼ $1,187,853 |
| Cash and Non-Interest-Bearing Accounts | $775,467 | $1,870,210 | ▲ $1,094,743 |
| Land, Buildings, and Equipment, Net | $28,284 | $23,761 | ▼ $4,523 |
| Accounts Receivable | $15,411 | $22,463 | ▲ $7,052 |
| Prepaid Expenses and Deferred Charges | $13,154 | $15,489 | ▲ $2,335 |
| Total Assets | $13,316,803 | $12,590,390 | ▼ $726,413 |
| Other Assets Total | $7,678 | $7,678 | → $0 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $150,749 | $145,388 | ▼ $5,361 |
| Grants Payable | $451,789 | $133,736 | ▼ $318,053 |
| Other Liabilities | $85,913 | $91,133 | ▲ $5,220 |
| Total Liabilities | $688,451 | $370,257 | ▼ $318,194 |
| Net Assets / Fund Balance | |||
| Temporarily Rstr Net Assets | $11,381,565 | $10,739,555 | ▼ $642,010 |
| Unrestricted Net Assets | $1,246,787 | $1,480,578 | ▲ $233,791 |
| Total Net Assets Fund Balance | $12,628,352 | $12,220,133 | ▼ $408,219 |
| Total Liabilities and Net Assets / Fund Balance | $13,316,803 | $12,590,390 | ▼ $726,413 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $23,761 | $16,904 | $40,665 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Don M Blandin | CEO | FT | $251,144 | $64,625 | $315,769 |
| Cheri Meyer | Vice President and COO | FT | $97,604 | $22,539 | $120,143 |
| Name | Title |
|---|---|
| Craig a Goettsch | Trustee |
| Irving L Faught | Trustee |
| Lynne Egan | Trustee |
| Robin L Wiessmann | Trustee |
| Theodore Miles | Trustee |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $655,718 |
| Salaries, Compensation, and Employee Benefits | $489,037 |
| Other Expenses | $322,848 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $655,718 | - | - | $655,718 |
| Current Officers, Directors, Trustees, and Key Employees | $356,103 | $111,284 | - | $467,387 |
| Fees for Services Other | $76,853 | $24,017 | - | $100,870 |
| Occupancy | $69,923 | $21,852 | - | $91,775 |
| Travel | $27,075 | $8,462 | - | $35,537 |
| Fees for Services Legal | $22,161 | $6,925 | - | $29,086 |
| Office Expenses | $17,330 | $5,421 | - | $22,751 |
| Fees for Services Accounting | $17,036 | $5,324 | - | $22,360 |
| Fees for Services Management | $15,776 | $4,930 | - | $20,706 |
| Payroll Taxes | $14,872 | $4,647 | - | $19,519 |
| Information Technology | $8,733 | $2,729 | - | $11,462 |
| Conferences and Meetings | $4,648 | $1,452 | - | $6,100 |
| Depreciation Depletion | $3,446 | $1,077 | - | $4,523 |
| Insurance | $2,322 | $725 | - | $3,047 |
| Other Salaries and Wages | $1,624 | $507 | - | $2,131 |
| Other Expenses | $-45,916 | $4,892 | - | $-45,916 |
| Total Functional Expenses | $1,263,359 | $204,244 | $0 | $1,467,603 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $1,467,603 |
| Total Expenses per Audited Statements | $1,467,603 |
| Total Expenses per Form 990 | $1,467,603 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Accrued Compensated Leave | $63,730 |
| Deferred Lease Liability | $24,246 |
| Capital Lease Obligations | $3,157 |
“All decisions made in 2016 were made by the full board. The committees did not meet in 2016.”
“The investor protection trust (ipt) president and ceo, ipt staff, and the external accountant review the 990s prior to their being finalized and signed. Copies of the draft 990s are also sent to the ipt audit committee chair. Once finalized and signed, the 990s are sent to all of the ipt trustees.”
“Governing documents are made available to the public upon request; financial statements are posted to the organization's website.”
“The trust is exempt from federal and local income taxes under section 501(c)(3) of the internal revenue code on income derived from activities related to its exempt purpose. This code section enables the trust to accept donations that qualify as charitable contributions to the donor. The trust is subject to income taxes on taxable income from unrelated business activities. For the years ended december 31, 2017 and 2016, the trust did not recognize income tax expense in the accompanying financial statements as there was no unrelated business taxable income. The trust is not aware of any activities that would jeopardize their tax-exempt status that would require recognition in the accompanying financial statements. Generally, tax returns are subject to examination by taxing authorities for up to three years from the date a completed return is filed. If there are material omissions of income, tax returns may be subject to examination for up to six years. It is the trusts policy to recognize interest and/or penalties related to uncertain tax positions, if any, in the accompanying financial statements. As of december 31, 2017 and 2016, the trust had no uncertain tax positions which should be recognized as a liability.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 150749 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 145388 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 15411 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 22463 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | THE INVESTOR PROTECTION TRUST (IPT) PROVIDES INDEPENDENT, OBJECTIVE INFORMATION NEEDED BY CONSUMERS TO MAKE INFORMED INVESTMENT DECISIONS. |
| IRS990/AllOtherContributionsAmt | 0 | 255439 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 0 |
| IRS990/AuditCommitteeInd | 0 | 0 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | THE ORGANIZATION |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2027752112 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1020 19TH STREET NW NO 890 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | WASHINGTON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | DC |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 20036 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 775467 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 1870210 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 111284 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 356103 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 467387 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 1452 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 4648 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 6100 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 255439 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 655718 |
| IRS990/CYInvestmentIncomeAmt | 0 | 495772 |
| IRS990/CYOtherExpensesAmt | 0 | 322848 |
| IRS990/CYOtherRevenueAmt | 0 | 2225 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -714167 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 489037 |
| IRS990/CYTotalExpensesAmt | 0 | 1467603 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 753436 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 1077 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 3446 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 4523 |
| IRS990/Desc | 0 | EDUCATION OF INVESTORS, RESEARCH AND EDUCATION WITH RESPECT TO THE PROTECTION OF INVESTORS, AND PROMOTION OF COMPLIANCE WITH FEDERAL AND STATE SECURITIES AND COMMODITIES LAWS. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 3 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 1263359 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 5324 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 17036 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 22360 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 6925 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 22161 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 29086 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 4930 |
| IRS990/FeesForServicesManagementGrp/ProgramServicesAmt | 0 | 15776 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 20706 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 24017 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 76853 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 100870 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 64625 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 22539 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | IRVING L FAUGHT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | CRAIG A GOETTSCH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | LYNNE EGAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | ROBIN L WIESSMANN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | THEODORE MILES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | DON M BLANDIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | CHERI MEYER |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 251144 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 97604 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | CEO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | VICE PRESIDENT AND COO |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 0 |
| IRS990/FormationYr | 0 | 1993 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 331797 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 5 |
| IRS990/GrantAmt | 0 | 655718 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 451789 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 133736 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 655718 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 655718 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 3025033 |
| IRS990/GrossReceiptsAmt | 0 | 3446672 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 5 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 2729 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 8733 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 11462 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 725 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 2322 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 3047 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 163975 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 163975 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 6456513 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 5268660 |
| IRS990/IRPDocumentCnt | 0 | 4 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 16904 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 28284 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 23761 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 40665 |
| IRS990/LegalDomicileStateCd | 0 | DC |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 2693236 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | THE INVESTOR PROTECTION TRUST (IPT) IS A NONPROFIT ORGANIZATION DEVOTED TO INVESTOR EDUCATION. SINCE 1993 THE INVESTOR PROTECTION TRUST HAS WORKED WITH THE STATES AND AT THE NATIONAL LEVEL TO PROVIDE INDEPENDENT, OBJECTIVE INVESTOR EDUCATION NEEDED BY ALL AMERICANS TO MAKE INFORMED INVESTMENT DECISIONS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 12628352 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 12220133 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 331797 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 331797 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 305948 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 21852 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 69923 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 91775 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 5421 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 17330 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 22751 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 7678 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 7678 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | PROFESSIONAL EDUCATION |
| IRS990/OtherExpensesGrp/Desc | 1 | GRANT REIMBURSEMENTS |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 4892 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 15655 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | -45916 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 20547 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | -45916 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 85913 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 91133 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | OTHER INCOME |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 2225 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 2225 |
| IRS990/OtherRevenueTotalAmt | 0 | 2225 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 507 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 1624 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 2131 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 4647 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 14872 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 19519 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 13154 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 15489 |
| IRS990/PrincipalOfficerNm | 0 | DON M BLANDIN |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 673352 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 946978 |
| IRS990/PYInvestmentIncomeAmt | 0 | 157002 |
| IRS990/PYOtherExpensesAmt | 0 | 413721 |
| IRS990/PYOtherRevenueAmt | 0 | 952 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -1015248 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 485855 |
| IRS990/PYTotalExpensesAmt | 0 | 1846554 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 831306 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -714167 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 0 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 6020296 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 5382129 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 255439 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 673352 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 394496 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 255105 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 283415 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 1861807 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 163975 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 157986 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 155023 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 184816 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 154299 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 816099 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.31710 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt | 0 | 2225 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 952 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 507 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1118 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 819 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 5621 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.34550 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.68160 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 927025 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 934782 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 255439 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 673352 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 394496 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 255105 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 283415 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 1861807 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 2683527 |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 23761 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 16904 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 40665 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 1467603 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 305948 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 63730 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 24246 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 2 | 3157 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | ACCRUED COMPENSATED LEAVE |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | DEFERRED LEASE LIABILITY |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 2 | CAPITAL LEASE OBLIGATIONS |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 305948 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 753436 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE TRUST IS EXEMPT FROM FEDERAL AND LOCAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ON INCOME DERIVED FROM ACTIVITIES RELATED TO ITS EXEMPT PURPOSE. THIS CODE SECTION ENABLES THE TRUST TO ACCEPT DONATIONS THAT QUALIFY AS CHARITABLE CONTRIBUTIONS TO THE DONOR. THE TRUST IS SUBJECT TO INCOME TAXES ON TAXABLE INCOME FROM UNRELATED BUSINESS ACTIVITIES. FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016, THE TRUST DID NOT RECOGNIZE INCOME TAX EXPENSE IN THE ACCOMPANYING FINANCIAL STATEMENTS AS THERE WAS NO UNRELATED BUSINESS TAXABLE INCOME. THE TRUST IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THEIR TAX-EXEMPT STATUS THAT WOULD REQUIRE RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS. GENERALLY, TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR UP TO THREE YEARS FROM THE DATE A COMPLETED RETURN IS FILED. IF THERE ARE MATERIAL OMISSIONS OF INCOME, TAX RETURNS MAY BE SUBJECT TO EXAMINATION FOR UP TO SIX YEARS. IT IS THE TRUSTS POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN THE ACCOMPANYING FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2017 AND 2016, THE TRUST HAD NO UNCERTAIN TAX POSITIONS WHICH SHOULD BE RECOGNIZED AS A LIABILITY. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 23761 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 1467603 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 91133 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 753436 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 1059384 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 1467603 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 8700 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 5000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 2 | 6300 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 3 | 18413 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 4 | 8830 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 5 | 5000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 6 | 30000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 7 | 323082 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 8 | 16900 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 9 | 59200 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 10 | 16500 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 11 | 14771 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 12 | 27520 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 13 | 5640 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 14 | 13549 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 15 | 34848 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 16 | 50375 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 17 | 11090 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | GOV |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 1 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 2 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 3 | GOV |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 4 | GOV |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 5 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 6 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 7 | GOV |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 8 | GOV |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 9 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 10 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 11 | GOV |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 12 | GOV |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 13 | GOV |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 14 | GOV |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 15 | GOV |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 16 | GOV |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 17 | GOV |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | PROGRAM SUPPORT |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 1 | PROGRAM SUPPORT |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 2 | PROGRAM SUPPORT |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 3 | PROGRAM SUPPORT |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 4 | PROGRAM SUPPORT |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 5 | PROGRAM SUPPORT |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 6 | PROGRAM SUPPORT |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 7 | PROGRAM SUPPORT |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 8 | PROGRAM SUPPORT |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 9 | PROGRAM SUPPORT |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 10 | PROGRAM SUPPORT |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 11 | PROGRAM SUPPORT |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 12 | PROGRAM SUPPORT |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 13 | PROGRAM SUPPORT |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 14 | PROGRAM SUPPORT |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 15 | PROGRAM SUPPORT |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 16 | PROGRAM SUPPORT |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 17 | PROGRAM SUPPORT |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | ALABAMA FUTURE BUSINESS LEADERS OF AMERICA |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 1 | NATIONAL ASSOCIATION OF SOCIAL WORKERS ALABAMA CHAPTER |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 2 | SOCIETY FOR FINANCIAL EDUCATION AND PROFESSIONAL DEVELOPMENT INC |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 3 | ARKANSAS SECURITIES DEPARTMENT |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 4 | ALABAMA SECURITIES COMMISSION |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 5 | CENTRAL ALABAMA AGING CONSORTIUM |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 6 | DETROIT PUBLIC TELEVISION |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 7 | INDIANA OFFICE OF THE SECRETARY OF STATE SECURITIES DIVISION |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 8 | IOWA INSURANCE DIVISION SECURITIES BUREAU |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 9 | INVESTOR PROTECTION INSTITUTE |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 10 | MARYLAND COUNCIL ON ECONOMIC EDUCATION |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 11 | MISSOURI OFFICE OF THE SECRETARY OF STATE |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 12 | MONTANA OFFICE OF THE STATE AUDITOR SECURITIES DEPARTMENT |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 13 | ILLINOIS OFFICE OF THE SECRETARY OF STATE SECURITIES DEPARTMENT |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 14 | PENNSYLVANIA DEPARTMENT OF BANKING AND SECURITIES |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 15 | SOUTH CAROLINA SECURITIES DIVISION |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 16 | TEXAS STATE SECURITIES BOARD |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 17 | WEST VIRGINIA OFFICE OF THE STATE AUDITOR SECURITIES COMMISSION |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 631139125 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 1 | 135643515 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 2 | 522116419 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 3 | 710847443 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 4 | 636000619 |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.