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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 23-7004744 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Leading investment professionals and serving the community by providing education and promoting objective and independent thought consistent with the highest ethical standards.
Total Revenue
$303K
FY2024
Total Expenses
$307K
FY2024
Net Assets
$662K
Program Ratio
85.3%
expenses on programs
Employees
0
Volunteers
—
Board Members
10
Voting
9
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.