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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 59-1319114 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Our mission is to grow along with our sponsor by providing lifelong personal service and innovative Financial products.
Principal Officer
George Glasser
Total Revenue
$4.4M
FY2025
Total Expenses
$4.2M
FY2025
Net Assets
$7.0M
Program Ratio
—
expenses on programs
Employees
21
Volunteers
11
Board Members
9
Voting
8
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.