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Investor Protection Trust

Learn about this cause: What are the reviews? Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 396570280 ✦ Washington, DC ✦ Designated as a 501(c)(3)

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Overview

What is Investor Protection Trust?

Investor Protection Trust is a nonprofit organization situated in Washington D.C., specifically at 750 First Street NE 20002. Dedicated to investor education, it aims to provide unbiased and factual information to help consumers make informed investment decisions. Since its establishment in 1993, Investor Protection Trust has collaborated with both state and national authorities to deliver objective, investor-focused education. Their mission is to promote compliance with federal and state securities and commodities laws, ultimately safeguarding and empowering investors.


Official website here: www.investorprotection.org

What are the reviews and ratings of this charity?

Charity Navigator Rating: Needs Improvement

The Investor Protection Trust has received a Two-Star out of Four Star rating from Charity Navigator, with an overall score of 73%. This rating indicates that while the organization meets certain basic standards, there are significant areas where it could improve, particularly in accountability and financial transparency.

One strength noted is the organization's governance, with 100% of board members being independent and a solid program expense ratio of 80.23%. This suggests a commitment to using resources effectively to fulfill its mission. However, the organization lacks financial statements and other important governance policies, such as a whistleblower policy and a document retention policy, which detracts from its accountability.

The absence of financial statements and a tax form on its website raises concerns about transparency. Additionally, while the organization has shown strength in its board composition and program expenses, the missing policies could hinder its overall credibility and trust among stakeholders. Improvements in these areas could enhance its rating and public perception significantly.


This AI summary has been generated from information found on Charity Navigator.

Is Investor Protection Trust legitimate?

Investor Protection Trust is a legitimate nonprofit organization registered as a 501(c)(3) entity. Investor Protection Trust submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $140,273
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.investorprotection.org

What is the mission statement of Investor Protection Trust?

The Investor Protection Trust is a nonprofit organization dedicated to investor education. Established in 1993, its mission has been to provide independent and objective information necessary for consumers to make informed investment decisions at both the state and national levels. The organization focuses on educating investors about the protection of their investments and ensuring compliance with federal and state securities and commodities laws. Through its efforts, Investor Protection Trust aims to empower individuals to make well-informed investment choices.


Official website here: www.investorprotection.org

Who is the CEO of Investor Protection Trust?

Tanya Solov is the Trustee (Deceased July 2022) of Investor Protection Trust.


Official website here: www.investorprotection.org

What is the revenue of Investor Protection Trust?

Investor Protection Trust's revenue in 2022 was $578,273.


Official website here: www.investorprotection.org

Who are the executives of Investor Protection Trust and what are their salaries?

There 4 volunteers at Investor Protection Trust.


Here are 7 key members and their salaries:


Lynne Egan (Trustee (Deceased July 2022))
  • Compensation: $0
  • Related: $0
  • Other: $0
Noula Zaharis (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Barry Glennon (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kelly Janes (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tung Chan (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tanya Solov (Authorized Officer)
  • Compensation: $105,273
  • Related: $0
  • Other: $0
Bryan Lantagne (Executive Director (Thru March 2022))
  • Compensation: $35,000
  • Related: $0
  • Other: $0


Official website here: www.investorprotection.org

Where can I find the form 990 for Investor Protection Trust?

Investor Protection Trust's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.investorprotection.org

Learn more at the official website: www.investorprotection.org

Mission Statement of Investor Protection Trust

Investor Protection Trust, a nonprofit organization established in 1993, is dedicated to providing Americans with independent and objective information essential for making informed investment decisions. Its mission is rooted in investor education, and it works collaboratively with both state and national entities to achieve this goal. The organization's main objective is to equip investors with the necessary knowledge to protect their investments and comply with federal and state securities and commodities laws. By doing so, Investor Protection Trust aims to promote a secure and reliable investment environment for all individuals.

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Impact




July, 2024

Investor Protection Trust has had a significant impact on investor education, research, and the promotion of compliance with securities and commodities laws. Since 1993, it has worked diligently to provide independent and objective information to consumers, empowering them to make informed investment decisions. Through its efforts, Investor Protection Trust has helped to increase awareness among Americans about their rights and responsibilities as investors, ultimately safeguarding them against potential financial fraud and misconduct. By promoting investor education and advocating for compliance with regulatory laws, Investor Protection Trust plays a vital role in enhancing the overall integrity and transparency of the investment landscape.




This information is meant to be a general summary of Investor Protection Trust. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$578,273 (2022)
201120122013201420152016201720182019202020212022$0$900k$1.8M$2.7M$3.6M
Expenses
$2,809,929 (2022)
201120122013201420152016201720182019202020212022$0$750k$1.5M$2.25M$3M
Efficiency
2011201220132014201520162017201820192020202120220%25%50%75%102%

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $200,928
  • Gross Receipts: $4,897,966

Assets and Liabilities:

  • Total Assets: $10,525,291
  • Total Liabilities: $140,325
  • Net Assets: $10,384,966

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Organization Details

Founding Year

1993

Principal Officer

Tanya Solov

Main Address

750 FIRST STREET NE 990, WASHINGTON, DC, 20002

NTEE Category

Code: B51F - Education

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