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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 64-0716591 · Snapshot of IRS recognition, filing currency, financial health, and governance.
To advance the investment and financial communities through education, professionalism, and ethics in our region.
Principal Officer
Andrew Hoeniges
Total Revenue
$47K
FY2024
Total Expenses
$23K
FY2024
Net Assets
$336K
Program Ratio
39.5%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.