Question 1

Is The Institute of Business & Finance a tax-exempt 501(c)(3)?

Accepted Answer

Yes — The Institute of Business & Finance is recognised by the IRS as a 501(c)(3) organisation (EIN 20-1584113). The IRS recognised The Institute of Business & Finance as tax-exempt in May 2005.

Question 2

What is The Institute of Business & Finance's EIN?

Accepted Answer

The Institute of Business & Finance's Employer Identification Number (EIN) is 20-1584113. The EIN was assigned by the IRS in May 2005. Donors and grantmakers use the EIN to verify tax-exempt status with the IRS.

Question 3

What does The Institute of Business & Finance do?

Accepted Answer

Our mission at IBF has been to enhance the professionalism of financial advisors through designation, certification, and degree programs that foster integrity, a commitment to continuous improvement, and excellent client service.

Question 4

Where is The Institute of Business & Finance located?

Accepted Answer

The Institute of Business & Finance is located at PO Box 371243, San Diego, CA, 92137.

Question 5

When was The Institute of Business & Finance founded or recognised by the IRS?

Accepted Answer

The Institute of Business & Finance was recognised by the IRS as a tax-exempt organisation in May 2005. The IRS ruling date is the earliest authoritative date available for most US nonprofits.

Question 6

What is The Institute of Business & Finance's annual revenue?

Accepted Answer

On its most recent Form 990 (fiscal year 2024), The Institute of Business & Finance reported $698K in total revenue and $790K in total expenses.

Question 7

Has The Institute of Business & Finance been auto-revoked by the IRS?

Accepted Answer

No — The Institute of Business & Finance (EIN 20-1584113) does not appear on the IRS Auto-Revocation List. Givalgo Discover cross-references the IRS Auto-Revocation List on every profile load; if status changes, this page reflects it.

Question 8

Is The Institute of Business & Finance listed in IRS Publication 78?

Accepted Answer

Yes — The Institute of Business & Finance is listed in IRS Publication 78 as an organisation eligible to receive tax-deductible charitable contributions. Pub 78 status is the canonical IRS signal that donations to an org are deductible.

Loading profile…

The Institute of Business & Finance

Due Diligence Summary

AI Organization Overview

Mission Statement

Organization Details

Contact

Financial Snapshot

Location

Governance

Frequently asked questions about The Institute of Business & Finance