Advisers Give Back Inc is located in Oakland, CA. According to its NTEE Classification (P50) the organization is classified as: Personal Social Services, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Advisers Give Back Inc 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, Advisers Give Back Inc generated $51.6k in total revenue. This organization has experienced exceptional growth, as over the past 2 years, it has increased revenue by an average of 10.4% each year . All expenses for the organization totaled $79.7k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3
OPERATING AN ONLINE PLATFORM FOR CLOSE TO 100 FINANCIAL PLANNERS TO SERVE THOUSANDS OF PRO BONO CLIENTS THROUGH COMMUNITY PARTNERSHIPS.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Matthew Iverson-Comelo President | 30 | $34,566 | |
Anita Iverson-Comelo Secretary | 0 | $0 | |
Alise Kraus Director | 0 | $0 | |
Fred Barstein Chairman | 0 | $0 | |
Jon Iverson Treasurer | 0 | $0 | |
Frank Pare Director | 0 | $0 |
Statement of Revenue | |
---|---|
Total Revenue from Contributions, Gifts, Grants & Similar | $51,391 |
Total Program Service Revenue | $0 |
Membership dues | $0 |
Investment income | $0 |
Gain or Loss | $0 |
Net Income from Gaming & Fundraising | $0 |
Other Revenue | $227 |
Total Revenue | $51,618 |
Statement of Expenses | |
---|---|
Grants and similar amounts paid | $0 |
Benefits paid to or for members | $0 |
Salaries, other compensation, and employee benefits | $37,148 |
Professional fees and other payments to independent contractors | $22,930 |
Occupancy, rent, utilities, and maintenance | $0 |
Printing, publications, postage, and shipping | $0 |
Other expenses | $19,622 |
Total expenses | $79,700 |
Balance Sheet | |
---|---|
Cash, savings, and investments | $22,512 |
Other assets | $0 |
Total assets | $22,512 |
Total liabilities | $23,141 |
Net assets or fund balances | -$629 |
Over the last fiscal year, we have identified 1 grants that Advisers Give Back Inc has recieved totaling $8,284.
Awarding Organization | Amount |
---|---|
Schwab Charitable Fund San Francisco, CA PURPOSE: HUMAN SERVICES | $8,284 |
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