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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 86-0469879 · Snapshot of IRS recognition, filing currency, financial health, and governance.
This organization recently began filing Form 990 and isn't in the IRS monthly Exempt Organizations file yet — it should appear in an upcoming BMF release. Verify Now may return Not Found until then.
Membership association that promotes ethical and professional standards within the investment industry through member and public educational seminars and outreach events.
Principal Officer
Matthew White
Total Revenue
$242K
FY2024
Total Expenses
$260K
FY2024
Net Assets
$312K
Program Ratio
—
expenses on programs
Employees
0
Volunteers
14
Board Members
14
Voting
14
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.