HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION

GREENWOOD VILLAGE, CO | Arapahoe County
Community Services

Overview

HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION
26-0076287
8301 E PRENTICE AVE STE 312
GREENWOOD VILLAGE, CO 80111
Arapahoe County
(303) 597-0197

Mission Statement info

BRINGING FINANCIAL LITERACY TO PEOPLE ACROSS NORTH AMERICA THROUGH ON-SITE CLASSES OFFERED BY OUR CFE CERTIFIED FINANCIAL EDUCATORS (CFED) AND PROMOTING HIGHER EDUCATION ACROSS THE GLOBE.

Founded info
2003
Total Employees info
14
Total Volunteers info
6
CRA Category info
  • Community Services
Nonprofit location info
  • This nonprofit is not located in any CRA geographies.
Awards & Certifications info
  • This nonprofit has not received any CRA awards or certifications.
Nonprofit Classification (NTEE Code) info
B60

B - Educational Institutions

Adult Education

Institutions outside the formal system of regular schools, colleges, universities and technical/trade schools that provide opportunities for adults to develop basic learning and communication skills, complete their high school education, expand their knowledge in a particular field or discipline or develop skills in a new area of interest.

IRS Activity Codes info
-
Not reported
-
Not reported
-
Not reported
Standard Business Classification (NAICS Code) info
611699
All Other Miscellaneous Schools and Instruction

CRA Alignment

CRA Category info
Community Services
Social services and other support for low- and moderate-income, homeless or at-risk individuals.
CRA Certification info
Has not applied.
Awards & Certifications info
Community Development Financial Institution info
Community Development Financial Institution Award Recipient info
New Market Tax Credit Recipient info
HUD Counseling Agency info
Low Income Housing Tax Credit Recipient info

IRS Summary

Income
$1.9M
Revenue
$1.9M
Assets
$1.2M
Most Recent Tax Filing
Exempt Ruling Date info
2007-08
Deductibility Status info
Deductible
Last Year Taxes Filed info
2018
Organization Type info
Corporation
Organization Tax Filing Status info
990 (all other) or 990EZ return
Foundation Tax Filing Status info
990-PF not required by IRS
Affiliation Classification info
Independent Organization
States Where Tax Return is Filed info
Not reported
Basis for Foundation/Public Charity Status info
Organization normally receives no more than one-third of support from gross investment and unrelated business income and at same time more than one-third of its support from contributions, fees and gross receipts related to exempt purposes 509(a)(2)
IRS Reported Activities info
Provides Credit Counseling
Conducts Gaming Activities
Engages in Lobbying Activities
Engages in Political Activities
Makes Grants to Individuals
Makes Grants to Organizations

Nonprofit Location

Physical Address info
8301 E PRENTICE AVE STE 312
GREENWOOD VILLAGE, CO 80111
Arapahoe County
FIPS Geocoded Address info
19740
MSA/CBSA info
08
State info
005
County info
0068.58
Tract info
Middle
Income Level info
Core-Based Statistical Area info
Denver-Aurora-Lakewood, CO
Combined Statistical Area info
Denver-Aurora, CO
Metropolitan Division info
Not located in an MD.
Area Type info
Metropolitan Statistical Area
Located In info
Low- or Moderate-Income Census Tract info
Opportunity Zone info
Majority Minority Census Tract info
Designated Distressed Census Tract info
Underserved Census Tract info

Market Data

Census Tract County
0068.58 Arapahoe County
Population
Total Population 4,631 636,671
Total Households 2,644 237,559
Income
Median Family Income (Census*) $80,375 $73,925
Median Family Income (2019 FFIEC) $92,800 N/A
Tract Income Percentage 99.44% N/A
Below Poverty Level 11.1% 9.0%
Unemployment Level 3.2% 4.4%
Housing
Total Housing Units 2,898 248,618
Total Owner-Occupied Units 16.7% 63.1%
Total Renter-Occupied Units 74.5% 36.9%
Total Vacant Units 8.8% 5.1%
* Census tract income based on 2019 Census estimated data; County income based on 2018 American Community Survey data.
View more than 200 performance context data points for this county now.

Management

6
Total Voting Members
in Governing Body
info
6
Independent Voting Members
in Governing Body
info
Tax Filing Signatory info
Paul D McLemore
President & Chairman
(303) 597-0197
Principal Officer info
Paul D McLemore
Key Policies & Documents info
Written Conflict of Interest Policy
Written Document Retention & Destruction Policy
Written Wistleblower Policy
CEO Compensation Review Process
Written Minutes of Board Meetings
Financial Statements & Reporting info
Compiled or Reviewed by an Independent Accountant
Audited by an Independent Accountant
Included in Consolidated Financial Statements
Internal Audit Committee Review
Federal Grant Audit Required
Federal Grand Audit Performed

"NA" in this section indicates that the information was not available in the nonprofit's most recent IRS tax filing.

This Nonprofit Profile was automatically created by findCRA based on data available from publicly available government and industry sources and our own research. This Nonprofit Profile is not currently maintained by, endorsed by, or affiliated with this nonprofit. Whenever possible, we utilize the most recent information available including information as made public by the Internal Revenue Service, U.S. Census Bureau, Federal Financial Institutions Examination Council, and more. The format and design of this Nonprofit Profile is ©findCRA. For more information about our Nonprofit Profiles, please visit www.learncra.com.