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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 86-3039925 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Our mission is to increase awareness and access to the financial planning industry for systemically excluded communities and create opportunities, resources, scholarships, and a community for aspiring financial planners. Our Internship program provides an entry point to the profession for the blank and latinx individuals. It also provides a talent pipeline to financial planning firms who want more diverse team members.
Total Revenue
$270K
FY2024
Total Expenses
$187K
FY2024
Net Assets
$149K
Program Ratio
81.7%
expenses on programs
Employees
0
Volunteers
—
Board Members
3
Voting
3
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.