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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 04-9033006 · Snapshot of IRS recognition, filing currency, financial health, and governance.
To provide a forum for Sales and marketing professionals in the Investment Management industry.
Total Revenue
$1.5M
FY2024
Total Expenses
$1.3M
FY2024
Net Assets
$940K
Program Ratio
—
expenses on programs
Employees
0
Volunteers
22
Board Members
22
Voting
22
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.