Investors Action Foundation

Nonprofit profile at a glance

EIN
201948035
IRS 990-EZ coverage
2010–2010
Forms available
Form 990-EZ 2010
Location
Washington, DC, USA
Phone
8006700812
Rating confidence
Limited
Sector
Research Institutes and Public Policy Analysis

Reported finances

Revenue
$0
Expenses
$10,626
Assets
$92,011

Source: IRS Form 990-EZ. Selected filing: tax year 2010. Amounts in USD.

Leadership & pay

5 people listed

Source: IRS Form 990-EZ. Selected filing: tax year 2010. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Investors Action Foundation was formed in December, 2004, to bring academic and economic research to America's emerging investor class. The Foundation is dedicated to educating Americans about the importance of public policy issues that affect investors from an investors' perspective. The Foundation will (a) sponsor and conduct economic research and analysis relating to investments, investment vehicles, and factors affecting savings and investments; and (b) disseminate the results of the research and analysis that it sponsors and conducts in order to educate the general public. The Foundation will not advise on or make recommendations on investments.

What it reported doing in 2010

The Foundation in 2006 commissioned an academic analysis of the impact of foreign debt default on American debt holders. In 2010 the Foundation incurred expenses for inbound telephone in connection with its prior work.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Grant intermediary. The nonprofit sent 79% of its reported program spending out as grants.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: 11
  • Transparency & Controls: 82
  • Sustainability: 27
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: 29.7%; rating input score 30

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 50th percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: Limited
  • Total-asset coverage ratio: 8.66; rating input score 91; 91st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: Limited

Growth

  • Program expense growth: Limited
  • Revenue growth: Limited
  • Asset growth: Limited

Details

  • Where the money goes: 29.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $3K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • Moderate — Financial Efficiency: Program expense ratio scored 30/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.