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Greater Washington Foundation Of Insurance And Financial Advisors

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 521935068 ✦ Cedar falls, IA ✦ Designated as a 501(c)(3)

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Overview

What is Greater Washington Foundation Of Insurance And Financial Advisors?

The Greater Washington Foundation of Insurance and Financial Advisors is a nonprofit organization that upholds exceptional standards for insurance and financial advisors. Acting as the educational and charitable wing for the GW Association, it plays a significant role in supporting various charitable causes. The foundation serves to enhance the professionalism of insurance and financial advisors in the Greater Washington area, contributing positively to the community. It strives to better the lives of individuals by advocating for high ethical standards and channeling resources to deserving charities.


Official website here: www.helpinghandssociety.org

Is Greater Washington Foundation Of Insurance And Financial Advisors legitimate?

Greater Washington Foundation Of Insurance And Financial Advisors is a legitimate nonprofit organization registered as a 501(c)(3) entity. Greater Washington Foundation Of Insurance And Financial Advisors submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.helpinghandssociety.org

What is the mission statement of Greater Washington Foundation Of Insurance And Financial Advisors?

The Greater Washington Foundation of Insurance and Financial Advisors serves as the charitable and educational arm for the GW Association, while upholding high standards for insurance and financial advisors. Its mission is to support numerous charitable causes and promote excellence within the insurance and financial advisory sector. This organization actively works towards improving the industry standards and contributing to worthy causes in an endeavor to positively impact the community.


Official website here: www.helpinghandssociety.org

What is the revenue of Greater Washington Foundation Of Insurance And Financial Advisors?

Greater Washington Foundation Of Insurance And Financial Advisors's revenue in 2023 was $53,855.


Official website here: www.helpinghandssociety.org

Who are the executives of Greater Washington Foundation Of Insurance And Financial Advisors and what are their salaries?

There 20 volunteers at Greater Washington Foundation Of Insurance And Financial Advisors.

Here are 15 key members and their salaries:


Connie Golleher (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Peter Glassan (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kevin Conley (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joseph Davis (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Matt Grace (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ryan Buck (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brock Jolly (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Charles Lewis (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Christopher Pirtle (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dan Altmire (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Rock Brockman (Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jeff Hamblen (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kevin Jones (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Matt Weider (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dilip Jhaveri (President)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.helpinghandssociety.org

Where can I find the form 990 for Greater Washington Foundation Of Insurance And Financial Advisors?

Greater Washington Foundation Of Insurance And Financial Advisors's most recent form 990 was submitted in 2023 and can be accessed here.


Official website here: www.helpinghandssociety.org

Learn more at the official website: www.helpinghandssociety.org

Mission Statement of Greater Washington Foundation Of Insurance And Financial Advisors

The Greater Washington Foundation of Insurance and Financial Advisors, as the educational and charitable arm for the GW Association, is dedicated to upholding high standards within the insurance and financial advisory sectors. Its primary mission involves promoting excellence in these fields, while simultaneously supporting various charitable causes. The foundation serves as a bridge, connecting the GW Association and the broader community, all while advocating for ethical practices and professional development among insurance and financial advisors.

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Impact




August, 2024

The Greater Washington Foundation of Insurance and Financial Advisors promotes high standards for insurance and financial advisors, supports charities, and serves as the educational and charitable arm for GW Association. Through its activities, the foundation has a positive impact on the community by ensuring professionalism and ethical practices in the insurance and financial advising industry. Additionally, its charitable initiatives contribute to supporting various causes and organizations, benefiting those in need. Overall, the Greater Washington Foundation of Insurance and Financial Advisors plays a crucial role in maintaining integrity in the financial services sector and giving back to the community.




This information is meant to be a general summary of Greater Washington Foundation Of Insurance And Financial Advisors. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$53,855 (2023)
Expenses
$26,446 (2023)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Investment Income: $7,696
  • Program Service Revenue: $40,750
  • Gross Receipts: $265,066

Assets and Liabilities:

  • Total Assets: $356,809
  • Total Liabilities: $3,289
  • Net Assets: $353,520

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Organization Details

Principal Officer

Jeff Hamblen

NTEE Category

Code: J40 - Employment

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