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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 13-5266605 · Snapshot of IRS recognition, filing currency, financial health, and governance.
To strengthen the foundation of the asset management industry for the ultimate benefit of the long-term individual investor. Members include mutual funds, exchange-traded funds (etfs), closed-end funds, and unit Investment trusts (uits) in the United States, and similar funds offered to investors in Europe, Asia and other jurisdictions.
Total Revenue
$83.2M
FY2023
Total Expenses
$84.2M
FY2023
Net Assets
$61.2M
Program Ratio
—
expenses on programs
Employees
194
Volunteers
60
Board Members
60
Voting
60
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.