AUMdb

Greater Washington Foundation Of Insurance And Financial Advisors I

EIN 521935068 · 501(c)(3) · Public charity · Cedar Falls, IA · recognized 1996

Assets
$510K
Revenue
$89.4K
Expenses
$37.3K
Investment income
$37.2K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Connie Golleher Director $0 $0
Peter Glassman Director $0 $0
Kevin Conley Director $0 $0
Joseph Davis Director $0 $0
Matt Grace Director $0 $0
Ryan Buck Director $0 $0
Brock Jolly Director $0 $0
Charles Lewis Director $0 $0
Christopher Pirtle Director $0 $0
Dan Altmire Director $0 $0
Rock Brockman Past president $0 $0
Jeff Hamblen Vice president $0 $0
Kevin Jones Secretary $0 $0
Matt Weider Treasurer $0 $0
Dilip Jhaveri President $0 $0