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EIN 84-4685390

Advisers Give Back

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
Oakland
State
California
Year formed
2021
Most recent tax filings
2022-12-01
NTEE code, primary
P50: Personal Social Services
Description
Advisers Give Back is a 501(c)(3) non-profit organization that connects low and moderate income households with Certified Financial Planners who volunteer their time. The organization operates an online platform for nearly 100 financial planners to serve thousands of pro bono clients through community partnerships.
Total revenues
$30,228
2022
Total expenses
$59,169
2022
Total assets
$1,872
2022
Num. employees
n/a

Who funds Advisers Give Back

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Schwab Charitable FundHuman Services$8,284

Personnel at Advisers Give Back

NameTitleCompensation
Matthew Iverson-ComeloPresident$34,566

Financials for Advisers Give Back

RevenuesFYE 12/2022
Total grants, contributions, etc.$29,845
Program services$0
Membership dues$0
Investment income and dividends$0
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$383
Total revenues$30,228

Form 990s for Advisers Give Back

Fiscal year endingDate received by IRSFormPDF link
2021-122022-11-15990EZView PDF
2020-122021-11-15990EZView PDF

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Data update history
July 8, 2023
Updated personnel
Identified 2 new personnel
June 30, 2023
Posted financials
Added Form 990EZ for fiscal year 2020
June 1, 2023
Updated personnel
Identified 7 new personnel
May 18, 2023
Used new vendors
Identified 1 new vendor, including
May 10, 2023
Received grants
Identified 1 new grant, including a grant for $10,000 from Jim and Kristen Hamel Family Foundation
Nonprofit Types
Human service organizationsFamily service centersCharities
Issues
Human services
Characteristics
Partially liquidatedCommunity engagement / volunteeringTax deductible donationsNo full-time employees
General information
Address
490 43rd St 350
Oakland, CA 94609
Metro area
San Francisco-Oakland-Berkeley, CA
IRS details
EIN
84-4685390
Fiscal year end
December
Taxreturn type
Form 990-EZ
Year formed
2021
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
P50: Personal Social Services
NAICS code, primary
624190: Individual and Family Services
Parent/child status
Independent
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