EIN 52-1935068

Greater Washington Foundation of Insurance and Financial Advisors

Name: Greater Washington Foundation of Insurance and Financial Advisors financials for 2023
Creator: Cause IQ
License: https://creativecommons.org/licenses/by-nc-nd/4.0/

IRS 501(c) type

501(c)(3)

Num. employees

City

Cedar Falls

State

Iowa

Year formed

1996

Most recent tax filings

2023-12-01

NTEE code, primary

J40: Labor unions, organizations

Description

GW Foundation promotes high standards for insurance and financial advisors, supports charities, and serves as the educational and charitable arm for GW Association.

Total revenues

$53,855

2023

Total expenses

$26,446

2023

Total assets

$420,346

2023

Num. employees

2023

Program areas at Greater Washington Foundation of Insurance and Financial Advisors

The gwfifa has chosen charities to be the recipient of their fund raising and volunteer efforts. Charities are selected on the merits of their ability to provide services to the general public. The contributions were for the general support of the organization activities.

The Greater Washington Foundation of Insurance and Financial Advisors purpose is to serve as the educational and charitable arm of naifa- Greater Washington dc. The Foundation is dedicated to having a positive impact on the lives of citizens through community service and development of Financial services professionals.

Who funds Greater Washington Foundation of Insurance and Financial Advisors

Grants from foundations and other nonprofits

Grantmaker	Grantmaker tax period	Description	Amount
American Online Giving Foundation	2023-03	General Support	$5,611

Personnel at Greater Washington Foundation of Insurance and Financial Advisors

Name	Title	Date of data
Corey Mathews	Executive Director	2023-05-08
Jessica Schuh	Past Executive Director	2022-05-16

Financials for Greater Washington Foundation of Insurance and Financial Advisors

Revenues	FYE 12/2023	FYE 12/2022	% Change
Total grants, contributions, etc.	$27,101	$12,705	113.3%
Program services	$0	$40,750	-100%
Investment income and dividends	$7,696	$7,263	6%
Tax-exempt bond proceeds	$0		-
Royalty revenue	$0		-
Net rental income	$0		-
Net gain from sale of non-inventory assets	$3,128	$0	999%
Net income from fundraising events	$15,930		-
Net income from gaming activities	$0		-
Net income from sales of inventory	$0	$0	-
Miscellaneous revenues	$0	$0	-
Total revenues	$53,855	$60,718	-11.3%

Form 990s for Greater Washington Foundation of Insurance and Financial Advisors

Fiscal year ending	Date received by IRS	Form	PDF link
2023-12	2024-08-27	990	View PDF
2022-12	2023-05-08	990EZ	View PDF
2021-12	2022-05-16	990EZ	View PDF
2020-12	2021-08-02	990EZ	View PDF
2018-12	2019-08-30	990EZ	View PDF
...and 9 more Form 990s

Organizations like Greater Washington Foundation of Insurance and Financial Advisors

Organization	Type	Location	Revenue
California Desert Association of Realtors Charity Foundation	501(c)(3)	Palm Desert, CA	$17,942
Greater Harrisburg Association of Realtors Foundation	501(c)(3)	Enola, PA	$21,006
Oregon Turfgrass Foundation	501(c)(3)	Albany, OR	$89,827
Kansas City Woodworkers Guild	501(c)(3)	Kansas City, MO	$233,119
Merit Construction Alliance of Massachusetts	501(c)(4)	Ayer, MA	$72,583
Vail Board of Realtors Foundation	501(c)(3)	Edwards, CO	$21,764
Oregon Association of Realtors Home Foundation	501(c)(3)	Salem, OR	$202,283
Sacramento Association of Realtors Charitable Foundation	501(c)(3)	Sacramento, CA	$147,935
Concrete Contractors Assoc	501(c)(6)	King of Prussia, PA	$34,038
Tulare County Association of Realtors Charitable Foundation	501(c)(3)	Visalia, CA	$149,992

Data update history

July 3, 2023

Updated personnel

Identified 5 new personnel

May 12, 2023

Updated personnel

Identified 1 new personnel

October 12, 2021

Posted financials

Added Form 990EZ for fiscal year 2020

October 1, 2021

Updated personnel

Identified 3 new personnel

September 23, 2021

Received grants

Identified 2 new grant, including a grant for $5,314 from American Online Giving Foundation

Nonprofit Types

UnionsTrade associationsBusiness and community development organizationsCharities

Issues

Human servicesJobs and employmentBusiness and industry

Characteristics

Provides grantsPartially liquidatedFundraising eventsFundraising races, competitions, and tournamentsTax deductible donationsNo full-time employeesAccepts online donations

General information

Address: 600 State St A; Cedar Falls, IA 50613
Metro area: Waterloo-Cedar Falls, IA
County: Black Hawk County, IA
Website URL: helpinghandssociety.org/
Phone: (844) 717-2858

IRS details

EIN: 52-1935068
Fiscal year end: December
Taxreturn type: Form 990
Year formed: 1996
Eligible to receive tax-deductible contributions (Pub 78): Yes

Categorization

NTEE code, primary: J40: Labor unions, organizations
NAICS code, primary: 813910: Trade Associations
Parent/child status: Independent

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Greater Washington Foundation of Insurance and Financial Advisors

Program areas at Greater Washington Foundation of Insurance and Financial Advisors

Who funds Greater Washington Foundation of Insurance and Financial Advisors

Personnel at Greater Washington Foundation of Insurance and Financial Advisors

Financials for Greater Washington Foundation of Insurance and Financial Advisors

Form 990s for Greater Washington Foundation of Insurance and Financial Advisors

Organizations like Greater Washington Foundation of Insurance and Financial Advisors

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