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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 42-0674608 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Enhance business and professional skills of members, promote the profession and ethical conduct of advisors, advocate for a positive legislative and regulatory environment.
Total Revenue
$223K
FY2024
Total Expenses
$206K
FY2024
Net Assets
$565K
Program Ratio
—
expenses on programs
Employees
0
Volunteers
15
Board Members
10
Voting
10
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.