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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 61-1448490 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Promote worldwide professional Standards in Financial Planning.
Total Revenue
$5.3M
FY2024
Total Expenses
$5.1M
FY2024
Net Assets
$3.4M
Program Ratio
—
expenses on programs
Employees
14
Volunteers
14
Board Members
8
Voting
8
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.