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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 93-0497535 · 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.
Our mission is to provide personalized and thoughtful financial services that make a real difference in your life.
Total Revenue
$12.9M
FY2024
Total Expenses
$12.0M
FY2024
Net Assets
$19.1M
Program Ratio
—
expenses on programs
Employees
47
Volunteers
10
Board Members
8
Voting
8
Independent