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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 20-5036808 · Snapshot of IRS recognition, filing currency, financial health, and governance.
To amplify the charitable work of financial advisors, employees, and their firms.
Principal Officer
R Barkley Payne
Total Revenue
$3.2M
FY2024
Total Expenses
$2.9M
FY2024
Net Assets
$4.1M
Program Ratio
86.2%
expenses on programs
Employees
4
Volunteers
106
Board Members
36
Voting
35
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.