Greater Washington Foundation Of Insurance And Financial Advisors I
- Assets
- $389.4k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Cedar Falls, IA
- Founding
- 01/1996
- Data as of
- 12/2021
- EIN
- 52-1935068
Organization Overview
Greater Washington Foundation Of Insurance And Financial Advisors I is located in Cedar Falls, IA. The organization was established in 1996. According to its NTEE Classification (J40) the organization is classified as: Labor Unions, under the broad grouping of Employment and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Greater Washington Foundation Of Insurance And Financial Advisors I is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Greater Washington Foundation Of Insurance And Financial Advisors I generated $88.5k in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 18.0% each year . All expenses for the organization totaled $42.7k during the year ending 12/2021. While expenses have increased by 12.0% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Peter Glassman Past President | 2 | $0 | |
Connie Golleher Director | 1 | $0 | |
Scholie Guziak Secretary | 2 | $0 | |
Dilip A Jhaveri Treasurer | 2 | $0 | |
Matt Weider Vice President | 2 | $0 | |
William Brockman President | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $14,095 |
| Total Program Service Revenue | $44,100 |
| Membership dues | $0 |
| Investment income | $30,262 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $88,457 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $8,712 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $492 |
| Other expenses | $18,473 |
| Total expenses | $42,677 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $382,496 |
| Other assets | $0 |
| Total assets | $389,419 |
| Total liabilities | $4,763 |
| Net assets or fund balances | $384,656 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Greater Washington Foundation Of Insurance And Financial Advisors I has recieved totaling $10,628.
| Awarding Organization | Amount |
|---|---|
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $5,314 |
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $5,314 |