Institute for Financial Literacy Inc
Donations deductibleRevenue
$216k
year to 31 December 2025
Expenses
$287k
year to 31 December 2025
Total assets
$448k
$17k liabilities
Net assets
$430k
assets less liabilities
Directors and trustees
5
8.4 years on average
Staff
2
employees, year to 31 December 2025
Left since last filing
0
no seats appear to have opened
Voting members
4
reported in Part VI
Institute for Financial Literacy Inc's network
5 peoplei5 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (5). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
5 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 4 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Gwen Reichbach | Director | 2018 | 8 yrs |
| John Linfield | Board Chairm | 2018 | 8 yrs |
| Judi S Hutzler | Director | 2018 | 8 yrs |
| Philip Susmann | Treasurer | 2018 | 8 yrs |
| Rachel Gordon | Exec Dir./Se | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Rachel Gordon | Exec Dir./Se | 40 | $89k | $7k | |
| John Linfield | Board Chairm | 1 | $0 | ||
| Philip Susmann | Treasurer | 1 | $0 | ||
| Megan Fitton | Director (Pa | 1 | $0 | ||
| Gwen Reichbach | Director (Pa | 1 | $0 |
About
- Legal name
- Institute for Financial Literacy Inc
- EIN
- 760707546
- Address
- Po Box 1842, Portland, ME, 04104-1842
- State
- Maine
- Mission
- To promote effective financial education and counseling. The institute works with organizations across the country to incorporate financial education into their existing services and is dependent upon individual and corporate financial support to accomplish its mission. (as filed on the Form 990)
- Activity (NTEE)
- P51 Human services
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Human Services
- Size band
- 5 (IRS master file code)
- Formed
- 2002
- Principal officer
- Rachel Gordon (as named on the Form 990)
- IRS ruling date
- 1 October 2002
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2023
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsGwen Reichbach
≥8years on the filingsJohn Linfield
≥8years on the filingsJudi S Hutzler
≥8years on the filingsPhilip Susmann
Latest return
year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.- Total assets
- $448k
- Total liabilities
- $17k
- Net assets or fund balances
- $430k
- Contributions and grants received
- $3k
- Program service revenue
- $202k
- Employees
- 2