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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 93-1865205 · 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.
To promote the financial services industry and to facilitate communication and dialogue by identifying areas of mutual concern and providing useful input for improvements.
Principal Officer
Lora Stebelton
Total Revenue
$164K
FY2023
Total Expenses
$106K
FY2023
Net Assets
$58K
Program Ratio
3.6%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.