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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 51-0669210 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Enhance the success of our members and lead our local financial community by promoting the highest standards of ethics, education and professional excellence.
Principal Officer
Travis J Brown
Total Revenue
$116K
FY2023
Total Expenses
$127K
FY2023
Net Assets
$387K
Program Ratio
74.8%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.