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Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
DBA: N/A
EIN 03-0560080 · Snapshot of IRS recognition, filing currency, financial health, and governance.
FY2022 filed as a Form 990-N placeholder. The IRS has not yet released this organization’s full Form 990 for FY2022. All data on this profile reflects the most recent substantive 990 filing; the placeholder year appears in the Financials tab with no breakdown.
This organization recently began filing Form 990 and isn't in the IRS monthly Exempt Organizations file yet — it should appear in an upcoming BMF release. Verify Now may return Not Found until then.
To lead the investment professional locally by setting the highest standards of ethics, education, and professional excellence; to shape an investment industry that serves the greater good and to serve as the premier local resource for charterholders, candidates and other investment professionals.
Principal Officer
Daniel Haines
Total Revenue
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FY2022
Total Expenses
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FY2022
Net Assets
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Program Ratio
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expenses on programs
Employees
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Volunteers
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Board Members
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Voting
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Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.