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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 36-4947892 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Promote education, networking, vendor referrals, and continuing education for members of the fiduciary wealth management industry.
Principal Officer
Jeff Eubanks
Total Revenue
$444K
FY2024
Total Expenses
$398K
FY2024
Net Assets
$499K
Program Ratio
—
expenses on programs
Employees
0
Volunteers
10
Board Members
8
Voting
8
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.