Employment
Greater Washington Foundation Of Insurance And Financial Advisors I
CEDAR FALLS, IA
Total revenue
$89K
Total expenses
$37K
Net assets
$490K
Grants received
$20K
3 grants
EIN
521935068
Tax year
2024
Mission
To foster and maintain high standards of performance and conduct among professional insurance and financial advisors and to promote understanding of the business of life insurance and applied products through education and research.
Programs
1 program
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.
Financials
FY 2024
Revenue
Expenses
People
15 listed
CONNIE GOLLEHER
DIRECTOR
—
1 hrs/wk
PETER GLASSMAN
DIRECTOR
—
1 hrs/wk
KEVIN CONLEY
DIRECTOR
—
1 hrs/wk
JOSEPH DAVIS
DIRECTOR
—
1 hrs/wk
MATT GRACE
DIRECTOR
—
1 hrs/wk
RYAN BUCK
DIRECTOR
—
1 hrs/wk
BROCK JOLLY
DIRECTOR
—
1 hrs/wk
CHARLES LEWIS
DIRECTOR
—
1 hrs/wk
CHRISTOPHER PIRTLE
DIRECTOR
—
1 hrs/wk
DAN ALTMIRE
DIRECTOR
—
1 hrs/wk
ROCK BROCKMAN
PAST PRESIDENT
—
2 hrs/wk
JEFF HAMBLEN
VICE PRESIDENT
—
2 hrs/wk
KEVIN JONES
SECRETARY
—
2 hrs/wk
MATT WEIDER
TREASURER
—
2 hrs/wk
DILIP JHAVERI
PRESIDENT
—
2 hrs/wk
Grants received
Showing 3 of 3
Funded by
$20K from 2 funders · 3 grants · 2019–2023
$11K · 2 grants · 2019–2022
$9K · 1 grant · 2023