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The Institute Of Business & Finance

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

EIN: 201584113 ✦ San diego, CA ✦ Designated as a 501(c)(3)

Overview

What is The Institute Of Business & Finance?

The Institute of Business & Finance, located in San Diego, California, is a nonprofit organization dedicated to the education and professional development of individuals in the financial services sector. Their mission is to promote integrity, continuous improvement, and exceptional client service within this field. They achieve this by offering designation, certification, and degree programs. The organization's goal is to improve the professionalism of financial advisors, thereby enabling them to provide unbiased information about investing, insurance, and various aspects of financial planning. With a team of three dedicated individuals, The Institute of Business & Finance plays a significant role in elevating the standards of the financial advisory profession.


Official website here: www.icfs.com

Is The Institute Of Business & Finance legitimate?

The Institute Of Business & Finance is a legitimate nonprofit organization registered as a 501(c)(3) entity. The Institute Of Business & Finance submitted a form 990, 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.

Here are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $210,751

For more financial information, click here


Official website here: www.icfs.com

What is the mission statement of The Institute Of Business & Finance?

The Institute of Business & Finance's mission is centered around enhancing the professionalism of financial advisors. They achieve this through various means, including designation, certification, and degree programs. These programs are designed to foster integrity, a dedication to ongoing improvement, and an emphasis on delivering exceptional client service. The primary objective of IBF is to educate individuals within the financial services sector, enabling them to provide impartial, unbiased information about investing, insurance, and other aspects of financial planning.


Official website here: www.icfs.com

Who is the CEO of The Institute Of Business & Finance?

Cory Bowman is the President of The Institute Of Business & Finance.


Official website here: www.icfs.com

What is the revenue of The Institute Of Business & Finance?

The Institute Of Business & Finance's revenue in 2022 was $605,432.


Official website here: www.icfs.com

Who are the executives of The Institute Of Business & Finance and what are their salaries?

The average compensation at The Institute Of Business & Finance during 2022 was $70,250. There are 3 employees at The Institute Of Business & Finance.

Here are 3 key members and their salaries:

    Cory Bowman (President)
  • Compensation: $50,000
  • Related: $0
  • Other: $0

    • Sean Moriarty (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Gordon Williamson (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0


  • Official website here: www.icfs.com

    Where can I find the form 990 for The Institute Of Business & Finance?

    The The Institute Of Business & Finance’s most recent form 990 was submitted in 2022 and can be accessed here


    Official website here: www.icfs.com

    Learn more at the official website: www.icfs.com

    Mission Statement of The Institute Of Business & Finance

    The Institute of Business & Finance, in its mission, strives to elevate the professionalism of financial advisors. This is achieved through the provision of designation, certification, and degree programs. These programs are intentionally crafted to cultivate qualities such as integrity, a dedication to constant improvement, and an unwavering commitment to delivering exceptional client service. The ultimate goal of IBF is to educate individuals within the financial services sector, enabling them to disseminate impartial, unbiased information concerning investing, insurance, and various aspects of financial planning.

    Impact

    This information is meant to be a general summary of The Institute Of Business & Finance. Please take the time to review official sources before making any decisions based upon the content provided here.




    Wednesday, July 24, 2024

    The Institute of Business & Finance has a significant impact in the financial services community by enhancing the professionalism of financial advisors through designation, certification, and degree programs. This translates to a higher standard of integrity, continuous improvement, and exceptional client service among its members. By educating financial professionals, IBF ensures that they can provide neutral and unbiased information about investing, insurance, and other aspects of financial planning. This commitment to excellence not only benefits the members of IBF but also improves the quality of financial advice and services provided to clients.





    Financials

    This financial information is from Propublica.

    Revenue
    Expenses
    Efficiency

    Other financial information:

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

  • Investment Income: $0
  • Program Service Revenue: $605,432
  • Gross Receipts: $605,432

    • Assets and Liabilities:
  • Total Assets: $492,878
  • Total Liabilities: $0
  • Net Assets: $492,878
  • Programs

    Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

    Educational Materials

    Revenue

    $605,432

    Organization Details

    Founding Year

    2009

    Principal Officer

    Cory Bowman

    Main Address

    PO Box 371243, San Diego, CA, 92137

    NTEE Category

    Code: B99 - Education

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