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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 39-0823125 · Snapshot of IRS recognition, filing currency, financial health, and governance.
This organization recently began filing Form 990 and isn't in the IRS monthly Exempt Organizations file yet. It should appear in an upcoming BMF release. Verify Now may return Not Found until then.
To give members, communities, and one another the inspiration, resources, and support to achieve financial wellness.
Principal Officer
Jim Wookey
Total Revenue
$133.3M
FY2025
Total Expenses
$110.3M
FY2025
Net Assets
$256.7M
Program Ratio
—
expenses on programs
Employees
519
Volunteers
7
Board Members
7
Voting
7
Independent