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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 81-4109813 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Developing and evolving valuable business relationships built on collaboration between its members.objectives: a) to develop and foster professional relationships and friendships using a 4 step process: 1) know - take the time to get to know each member on a personal level until s/he is comfortable with who you are. Focus on adding value first. 2) like - recognize and respect who the member is as a person, enough to like them. The more someone likes you, the more they begin to trust you. Friendliness, relevance, and empathy are important elements. 3) trust - believe in the member enough to engage them and know that they will put a referred client's long-term interests ahead of their own short-term interests. 4) refer - provide meaningful resources and giving mentality to create commerce for each other and our clients.b) to share knowledge and network resources with fellow members and our clients.c) to serve each other's clients with great care and skill, always placing the client's int
Principal Officer
Michael Kwon
Total Revenue
$79K
FY2024
Total Expenses
$94K
FY2024
Net Assets
$65K
Program Ratio
96.3%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.