Civic Intelligence

ICI Education Foundation

EIN 52-1659777 • 501(c)3 • Washington, DC

Profile

Ici education foundation (the foundation) sponsors and provides funds for educational conferences, publications, and other activities on issues of importance to investment companies, their current and prospective shareholders, and their advisers. The foundation may also fund scholarships, fellowships, grants, and awards programs for the purpose of promoting investment education, financial literacy, and knowledge of the investment company business.

1401 H Street NWWashington, DC 20005

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

100th percentile

$2,499,531

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 947.8% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

63rd percentile

9.2%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-2.6%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$2,086,410

Up $176,641 (+9.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,086,410

Up $176,641 (+9.2%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin86th percentile

Revenue

Down

$275,390

Down $7,410 (-2.6%) from 2023

Expenses

Up

$161,773

Up $12,392 (+8.3%) from 2023

Net Income

Down

$113,617

Down $19,802 (-15%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $1,340,350Liabilities 2010: $22,925Net Assets 2010: $1,317,4252010Assets 2011: $1,379,077Liabilities 2011: $35,613Net Assets 2011: $1,343,4642011Assets 2012: $1,425,579Liabilities 2012: $19,925Net Assets 2012: $1,405,6542012Assets 2013: $1,507,605Liabilities 2013: $47,550Net Assets 2013: $1,460,0552013Assets 2014: $1,521,507Liabilities 2014: $59,250Net Assets 2014: $1,462,2572014Assets 2015: $1,576,876Liabilities 2015: $38,850Net Assets 2015: $1,538,0262015Assets 2016: $1,641,520Liabilities 2016: $48,534Net Assets 2016: $1,592,9862016Assets 2017: $1,711,966Liabilities 2017: $80,866Net Assets 2017: $1,631,1002017Assets 2018: $1,814,068Liabilities 2018: $186,684Net Assets 2018: $1,627,3842018Assets 2019: $1,791,617Liabilities 2019: $56,850Net Assets 2019: $1,734,7672019Assets 2020: $1,875,992Liabilities 2020: $68,000Net Assets 2020: $1,807,9922020Assets 2021: $1,818,818Liabilities 2021: $39,939Net Assets 2021: $1,778,8792021Assets 2022: $1,801,522Liabilities 2022: $0Net Assets 2022: $1,801,5222022Assets 2023: $1,909,769Liabilities 2023: $0Net Assets 2023: $1,909,7692023Assets 2024: $2,086,410Liabilities 2024: $0Net Assets 2024: $2,086,4102024

Highlighted filing

2024

Assets$2,086,410
Liabilities$0
Net Assets$2,086,410
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $174,4722010Expenses 2011: $178,6172011Expenses 2012: $193,7772012Expenses 2013: $175,4562013Revenue 2014: $74,710Expenses 2014: $88,897Net Income 2014: -$14,1872014Revenue 2015: $270,487Expenses 2015: $174,870Net Income 2015: $95,6172015Revenue 2016: $245,190Expenses 2016: $183,061Net Income 2016: $62,1292016Revenue 2017: $218,578Expenses 2017: $171,280Net Income 2017: $47,2982017Revenue 2018: $246,105Expenses 2018: $218,767Net Income 2018: $27,3382018Revenue 2019: $283,354Expenses 2019: $217,640Net Income 2019: $65,7142019Revenue 2020: $263,424Expenses 2020: $224,779Net Income 2020: $38,6452020Revenue 2021: $154,338Expenses 2021: $143,428Net Income 2021: $10,9102021Revenue 2022: $263,725Expenses 2022: $84,849Net Income 2022: $178,8762022Revenue 2023: $282,800Expenses 2023: $149,381Net Income 2023: $133,4192023Revenue 2024: $275,390Expenses 2024: $161,773Net Income 2024: $113,6172024

Highlighted filing

2024

Revenue$275,390
Expenses$161,773
Net Income$113,617
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,086,410
Liabilities
$0
Net assets
$2,086,410
Revenue
$275,390
Expenses
$161,773
Net income
$113,617
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.28$0.16$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.28$0.15$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.26$0.08$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.04$1.78$0.15$0.14$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.88$0.07$1.81$0.26$0.22$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.79$0.06$1.73$0.28$0.22$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.81$0.19$1.63$0.25$0.22$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.71$0.08$1.63$0.22$0.17$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.64$0.05$1.59$0.25$0.18$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.04$1.54$0.27$0.17$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.52$0.06$1.46$0.07$0.09$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.05$1.46$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.02$1.41$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.04$1.34$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.02$1.32$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 11, 2025
Return Version
2023v6.0
Gross Receipts
$275,405
Mission and Program Overview

Mission

The foundation sponsors and provides funds for educational conferences, publications, and other activities on issues of importance to investment companies, their current and prospective shareholders, and their advisers. The foundation also funds scholarships, grants, and awards programs to promote investment education, financial literacy and knowledge.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,877,328$2,050,742▲ $173,414
Cash and Non-Interest-Bearing Accounts$32,441$35,668▲ $3,227
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,909,769$2,086,410▲ $176,641
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,909,769$2,086,410▲ $176,641
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$1,909,769$2,086,410▲ $176,641
Total Liabilities and Net Assets / Fund Balance$1,909,769$2,086,410▲ $176,641
Compensation and Service Providers
Top Officer Pay100th percentile

Board Members and Trustees

NameTitle
George WalkerChair
Tracey WingatePresident
Linda J BrennerVice President
Dawn M VroegopDirector
Eric J PanDirector
George Cw GatchDirector
Nhan H NguyenSecretary
Mark a DelcocoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$180,000
Program Service Revenue
$0
Investment Income
$95,390
Other Revenue
$0
Change in Net Assets
$113,617

Audited Revenue Reconciliation

Revenue per Audited Statements
$275,390
Revenue Not Reported on Form 990
$63,024
Total Revenue per Audited Statements
$338,414
Total Revenue per Form 990
$275,390
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$154,000
Other Expenses$7,773
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$154,000--$154,000
Fees for Services Legal$0$5,660$0$5,660
Other Expenses$0$2,113$0$2,113
Total Functional Expenses$154,000$7,773$0$161,773

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$161,773
Total Expenses per Audited Statements$161,773
Total Expenses per Form 990$161,773
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Robert a Toigo FoundationOakland, CA501(c)(3)Education Grant$48,000
Society for Financial Education and Professional DAlexandria, VA501(c)(3)Education Grant$30,000
Girls Who Invest IncNewyork, NY501(c)(3)Education Grant$25,000
Junior Achievement of Greater WashingtonDc, WA501(c)(3)Education Grant$25,000
The Bottom Line IncMa, MA501(c)(3)Education Grant$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, LINE 2:

“The following directors have a business relationship by serving together on the ici mutual board of directors: george walker and eric j. Pan.”

PART VI, LINE 11B:

“The management of investment company institute, a related organization of the foundation, and an external tax adviser, pricewaterhousecoopers, review the foundation's form 990 before it is filed. The audit committee of the investment company institute also reviews the foundation's form 990 before it is filed. A copy of the form 990 is provided to the foundation's board of directors via a password-protected web site before it is filed.”

PART VI, LINE 12A, 13, & 14:

“The foundation is governed by the policies of its parent, the investment company institute. These policies include a written conflict of interest policy, a written whistleblower policy, and a written document retention and destruction policy.”

PART VI, LINE 15:

“The foundation has no employees. The officers and directors of the foundation are subject to the policies of the foundation's parent, the investment company institute (ici). Compensation for these individuals is reviewed and approved annually by ici's compensation committee elected by ici's board of governors. Recommendations are also presented to, and approved by, the executive committee of the ici's board of governors. Ici may also periodically retain the services of an independent compensation consultant to address executive compensation.”

PART VI, LINE 19:

“The foundation's governing documents and financial statements are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
Ici Education Foundation
EIN
52-1659777
In Care Of
% MARK DELCOCO
Phone
2023265800
Address
1401 H STREET NW, WASHINGTON, DC 20005

Signing Officer

Name
Mark Delcoco
Title
Treasurer
Phone
2023265800
Signed
2025-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracey Wingate
Formed
1989
Legal Domicile
De
Voting Board Members
4
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
PwC US Tax LLP
Address
655 NEW YORK AVE NW SUITE 1100, WASHINGTON, DC 20001
Preparer
Michael D Hoffman
Phone
2024141000
Supplemental Narrative

Additional Explanations

PART XII, LINE 2C:

“The foundation's financial statements are reviewed by the audit committee of the investment company institute's board of governors.”

Financial Statement Notes

FIN 48 FOOTNOTE TO FINANCIAL STATEMENTS:

“The company reviews all uncertain tax positions to determine whether a tax position is more likely than not to be sustained upon examination, including resolution of any related appeals or litigation processes, based on the technical merits of the position. For tax positions meeting the more likely than not threshold, the tax amount recognized in the financial statements is reduced by the largest benefit that has a greater than fifty percent likelihood or being realized upon ultimate settlement with the relevant taxing authority. The company has evaluated its tax positions and determined that no liability exists as of september 30, 2024.”

Raw XML AppendixShowing 400 of 643 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0THE ICI EDUCATION FOUNDATION (ICIEF) IS A NON-PROFIT ORGANIZATION FORMED TO ADVANCE THE FINANCIAL WELL-BEING OF INDIVIDUALS BY STRATEGICALLY PARTNERING WITH ORGANIZATIONS AND PARTICIPATING IN INITIATIVES THAT INCREASE FINANCIAL LITERACY AND PROMOTE THE IMPORTANCE OF SAVING AND INVESTING.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ON AN ANNUAL BASIS THE FOUNDATION REVIEWS THE TAX STATUS OF THE SUPPORTED ORGANIZATION (ICI) TO ENSURE THE 509(A)(2) TEST IS MET. THIS TEST REQUIRES THAT THE ORGANIZATION RECEIVE MORE THAN ONE-THIRD OF ITS SUPPORT FROM CONTRIBUTION FROM THE GENERAL PUBLIC AND CAN RECEIVE NO MORE THAN ONE-THIRD OF ITS SUPPORT FROM GROSS INVESTMENT INCOME AND UNRELATED BUSINESS TAXABLE INCOME. BOTH OF THESE TEST ARE FULLY MET.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE FOUNDATION DOES NOT PROVIDE ICI, A SECTION 501(C)(6) ENTITY, WITH MONETARY SUPPORT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ICI EDUCATION FOUNDATION (ICIEF) IS A NON-PROFIT ORGANIZATION FORMED TO ADVANCE THE FINANCIAL WELL-BEING OF INDIVIDUALS BY STRATEGICALLY PARTNERING WITH ORGANIZATIONS AND PARTICIPATING IN INITIATIVES THAT INCREASE FINANCIAL LITERACY AND PROMOTE THE IMPORTANCE OF SAVING AND INVESTING.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3C
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A, PART IV, SECTION A, LINE 6
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0INVESTMENT COMPANY INSTITUTE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE COMPANY REVIEWS ALL UNCERTAIN TAX POSITIONS TO DETERMINE WHETHER A TAX POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. FOR TAX POSITIONS MEETING THE MORE LIKELY THAN NOT THRESHOLD, THE TAX AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS REDUCED BY THE LARGEST BENEFIT THAT HAS A GREATER THAN FIFTY PERCENT LIKELIHOOD OR BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAXING AUTHORITY. THE COMPANY HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT NO LIABILITY EXISTS AS OF SEPTEMBER 30, 2024.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FIN 48 FOOTNOTE TO FINANCIAL STATEMENTS:
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IRS990ScheduleD/TotalLiabilityAmt00
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IRS990ScheduleI/RecipientTable/CashGrantAmt225000
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IRS990ScheduleI/RecipientTable/CashGrantAmt425000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
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IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0NONE
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1NONE
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc2NONE
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc3NONE
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc4NONE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EDUCATION GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2EDUCATION GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3EDUCATION GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4EDUCATION GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROBERT A TOIGO FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SOCIETY FOR FINANCIAL EDUCATION AND PROFESSIONAL D
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2GIRLS WHO INVEST INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3THE BOTTOM LINE INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4JUNIOR ACHIEVEMENT OF GREATER WASHINGTON
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IRS990ScheduleI/RecipientTable/RecipientEIN1522116419
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0555 12TH STREET OAKLAND CA 94607
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11800 DIAGONAL ROAD ALEXANDRIA VA
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt228 LIBERTY STREET NEW YORK NY 100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3500 AMORY STREET JAMAICA PLAIN MA
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4919 18TH STREET WASHINGTON DC 2000
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0OAKLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ALEXANDRIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2NEWYORK

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