Advisers Give Back Inc

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

EIN: 844685390 ✦ Oakland, CA ✦ Designated as a 501(c)(3)

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Overview

What is Advisers Give Back Inc?

Advisers Give Back Inc is a 501(c)(3) nonprofit organization, committed to bridging the financial planning gap for low and moderate-income families. They achieve this by establishing a network of over 100 Certified Financial Planners who generously offer their expertise on a pro bono basis. The organization operates an online platform, facilitating these professionals to provide invaluable financial advice to numerous clients within their community. Through strategic partnerships, Advisers Give Back Inc has the potential to positively impact countless lives, empowering individuals to make informed financial decisions and secure a more stable future.

Is Advisers Give Back Inc legitimate?

Advisers Give Back Inc is a legitimate nonprofit organization registered as a 501(c)(3) entity. Advisers Give Back Inc 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.

What is the mission statement of Advisers Give Back Inc?

Advisers Give Back Inc, as a 501(c)(3) non-profit organization, is committed to bridging the financial planning gap for low and moderate income households. The organization achieves this by serving as a platform for over 100 Certified Financial Planners to offer their pro bono services. Through strategic community partnerships, Advisers Give Back Inc facilitates this service, thereby providing thousands of individuals with access to financial planning advice and guidance. The mission of Advisers Give Back Inc is centered around empowering these households with the knowledge and tools required to make informed financial decisions, thereby enhancing their overall financial well-being.

Who is the CEO of Advisers Give Back Inc?

Matthew Iverson-Comelo is the President of Advisers Give Back Inc.

What is the revenue of Advisers Give Back Inc?

Advisers Give Back Inc's revenue in 2022 was $30,228.

Who are the executives of Advisers Give Back Inc and what are their salaries?


Here are 9 key members and their salaries:


Matthew Iverson-Comelo (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jon Iverson (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Anita Iverson-Comelo (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Fred Barstein (Chairman)
  • Compensation: $0
  • Related: $0
  • Other: $0
Alise Kraus (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Frank Pare (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jesse Pence (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Eric Sontag (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Rebekah Kohmescher (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Where can I find the form 990EZ for Advisers Give Back Inc?

Advisers Give Back Inc's most recent form 990EZ was submitted in 2022 and can be accessed here.

Mission Statement of Advisers Give Back Inc

Advisers Give Back, a 501(c)(3) nonprofit organization, is committed to bridging the gap between low and moderate income households and financial expertise. Their mission involves connecting these households with Certified Financial Planners who willingly contribute their time and skills. Utilizing an online platform, Advisers Give Back facilitates this service through numerous community partnerships, allowing the organization to assist thousands of households on a pro bono basis. In essence, Advisers Give Back serves as a connecting point, empowering financially vulnerable individuals by providing them with the guidance and insights needed to manage their finances effectively.

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Impact




August, 2024

Advisers Give Back Inc's impact lies in positively impacting low and moderate income households by connecting them with Certified Financial Planners who volunteer their time. Through their online platform, nearly 100 financial planners serve thousands of pro bono clients, creating a significant impact on the financial well-being of individuals and families in need.




This information is meant to be a general summary of Advisers Give Back Inc. 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
$30,228 (2022)
Expenses
$59,169 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Gross Receipts: $30,228

Assets and Liabilities:

  • Total Assets: $1,872
  • Total Liabilities: $31,442
  • Net Assets: -$29,570

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Organization Details

Principal Officer

Matthew Iverson-Comelo

Main Address

490 43RD ST 350, OAKLAND, CA, 94609

NTEE Category

Code: P50 - Human services

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