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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 39-1467668 · Snapshot of IRS recognition, filing currency, financial health, and governance.
To serve the advanced management development needs of professionals and organizations in the Banking and financial services industry.
Principal Officer
Paul Katz
Total Revenue
$3.6M
FY2024
Total Expenses
$4.1M
FY2024
Net Assets
$247K
Program Ratio
67.4%
expenses on programs
Employees
17
Volunteers
19
Board Members
22
Voting
17
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.