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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 52-2385104 · Snapshot of IRS recognition, filing currency, financial health, and governance.
To support member firms and financial professionals within depository institutions by building a community and providing forums to enhance their professionalism, knowledge, and productivity to help them best serve their clients with a broad array of financial solutions.
Principal Officer
Jeffrey Hartney
Total Revenue
$3.1M
FY2024
Total Expenses
$2.9M
FY2024
Net Assets
$2.4M
Program Ratio
—
expenses on programs
Employees
0
Volunteers
137
Board Members
32
Voting
32
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.