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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 26-0731198 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Conducted research on retirement security and the intersections of health and financial well-being, including surveys and survey reports of workers and employers regarding workplace benefits and general retirement preparedness. Produced six research reports and convened an expert roundtable.
Principal Officer
Catherine Collinson
Total Revenue
$5.7M
FY2024
Total Expenses
$879K
FY2024
Net Assets
$5.0M
Program Ratio
—
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.