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Education · CO

Investments & Wealth Foundation

Investments & Wealth Foundation's latest filing in the PeerBasis snapshot reports a Part VII D + F figure of $146,070 for Sean Walters, Iwi Ceo (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 $149,913. It is higher than the D + F figure for 125 of 130 peer organizations selected under the disclosed tier Same NTEE sector (B82), nationwide + size band 0.67–1.5× revenue (approximately 96%; median $37,573). This is descriptive, not a reasonableness conclusion.

$143,039Total revenue (FY 2024)
$146,070Reported Part VII D + F figure
125 / 130Selected peers with a strictly lower 2025-dollar figure (approximately 96%)

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Review the selected comparables for Investments & Wealth Foundation, 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 0.67–1.5× 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)
Inez Community Benefit Association TX$143,668 $10,461
Hardrock Hundred Endurance Run CO$143,862 $3,079
Rural Technology Fund GA$141,553 $43,952
Olentangy Education Foundation OH$141,530 $47,582
Florida Ethics Institute Inc FL$141,504 $59,826
The Weinreb-berenda-carter Foundation Inc NY$144,674 $22,555
Educate Lanka Foundation Inc MD$141,292 $126,975
The Grandville Education Foundation MI$145,647 $16,344

View the organization record and available filings on ProPublica