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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 63-1064381 · Snapshot of IRS recognition, filing currency, financial health, and governance.
The purpose of the society is to promote the professional goals and professional development of persons in the state of Alabama who are engaged in the practice of financial analysis, teaching the practice of financial analysis, or supervising those engaged in the practice of financial analysis and provide education about, encourage adherence to, and enforce compliance with the code of ethics and standards of professional conduct of the association for investment management and research.
Principal Officer
Ivan Truss CFA
Total Revenue
$70K
FY2024
Total Expenses
$64K
FY2024
Net Assets
$86K
Program Ratio
100.0%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.