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EIN 20-1584113

The Institute of Business and Finance

IRS 501(c) type
501(c)(3)
Num. employees
3
City
San Diego
State
California
Year formed
2009
Most recent tax filings
2022-12-01
NTEE code, primary
B00: Education: General
Description
The Institute of Business and Finance enhances the professionalism of financial advisors through designation, certification, and degree programs that foster integrity, a commitment to continuous improvement, and excellent client service. At IBF, members of the financial services community are educated to provide neutral, unbiased information about investing insurance and other aspects of the financial planning community.
Total revenues
$605,432
2022
Total expenses
$653,297
2022
Total assets
$492,878
2022
Num. employees
3
2022

Program areas at The Institute of Business and Finance

To educate members of the financial services community so its members can provide neutral, unbiased information about investing, insurance and other aspects of financial planning.

Personnel at The Institute of Business and Finance

NameTitleCompensation
Cory BowmanPresident$50,000
Sean MoriartySecretary$0

Financials for The Institute of Business and Finance

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$605,432
Investment income and dividends$0
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$605,432

Form 990s for The Institute of Business and Finance

Fiscal year endingDate received by IRSFormPDF link
2022-122023-08-29990View PDF
2021-122023-08-03990View PDF
2020-122023-05-25990View PDF
2019-122022-01-11990View PDF
2018-122022-02-14990View PDF
...and 10 more Form 990s
Data update history
November 12, 2023
Posted financials
Added Form 990 for fiscal year 2022
October 2, 2023
Posted financials
Added Form 990 for fiscal year 2021
October 2, 2023
Updated personnel
Identified 1 new personnel
August 2, 2023
Posted financials
Added Form 990 for fiscal year 2020
June 25, 2023
Updated personnel
Identified 3 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizationsSchoolsCharities
Issues
EducationBusiness and industry
Characteristics
Tax deductible donations
General information
Address
PO Box 371243
San Diego, CA 92137
Metro area
San Diego-Chula Vista-Carlsbad, CA
Website URL
icfs.com/ 
Phone
(800) 848-2029
IRS details
EIN
20-1584113
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2009
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B00: Education: General
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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