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Education · VA

Society For Financial Education &

Society For Financial Education &'s latest filing in the PeerBasis snapshot reports a Part VII D + F figure of $164,000 for Theodore Daniels, President (FY 2024). Column F can include amounts from the filing and related organizations.

After indexing supported filing years to 2025 comparison dollars, the subject figure is $168,315. It is higher than the D + F figure for 123 of 146 peer organizations selected under the disclosed tier Same NTEE sector (B82), nationwide + size band 0.71–1.4× revenue (approximately 84%; median $91,549). This is descriptive, not a reasonableness conclusion.

$1,491,687Total revenue (FY 2024)
$164,000Reported Part VII D + F figure
123 / 146Selected peers with a strictly lower 2025-dollar figure (approximately 84%)

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Review the selected comparables for Society For Financial Education &, then prepare a source-linked report and bracketed documentation worksheet for the board to verify and complete.

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Selected peer organizations

Actual selection tier: Same NTEE sector (B82), nationwide + size band 0.71–1.4× revenue. Displayed D + F figures from supported filing years are indexed to 2025 comparison dollars with BLS CPI-U; a nationwide tier also uses 2024 BEA RPP as a consumer price-level proxy when both the subject and peer have supported state codes. Unsupported state codes receive no interstate adjustment. Comparison values can differ from the raw filing. Column F may include related-organization amounts.

OrganizationStateRevenueD + F (2025 dollars)
Wellesley Students' Aid Society Inc MA$1,494,122 $48,660
Minnesota Section Pga Foundation MN$1,496,156 $22,597
The Eagan Foundation Incorporated MN$1,483,219 $49,923
Petaluma Educational Foundation CA$1,469,694 $107,026
Future Founders Foundation IL$1,466,970 $176,826
Caring Hearts And Hands Of Hope Inc ID$1,463,367 $93,710
Livelikelou Foundation OH$1,520,640 $16,716
Newportfall River Star Kids Scholarship Program RI$1,459,332 $93,030

View the organization record and available filings on ProPublica