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.
Public Charity
GREATER WASHINGTON FOUNDATION OF INSURANCE & FINANCIAL ADVISORS
Based in CEDAR FALLS, IA, GREATER WASHINGTON FOUNDATION OF INSURANCE & FINANCIAL ADVISORS operates as a Public Charity. The organization reported $109K in revenue, $27K in expenses, $611K in total assets for fiscal year 2025. Imperigo tracks 3 reported grant relationships connected to this organization totaling approximately $20K.
EIN: 521935068
CEDAR FALLS, IA
Labor Unions
NTEE: J40
Latest filing: 2025
Total Revenue$109K
Total Expenses$27K
Total Assets$611K
Grant Records3
Funding Total$20K
Filing Years2021–2025
Sample Grants Received
HUMAN SERVICES
$9,040
GENERAL SUPPORT
$5,611
GENERAL SUPPORT
$5,314
Showing up to 5 of 3 total records — full history available with membership.
Officers & Directors
DIRECTOR
Brock Jolly
DIRECTOR
Charles Lewis
DIRECTOR
Christopher Pirtle
DIRECTOR
Connie Golleher
DIRECTOR
Dan Altmire
PRESIDENT
Dilip Jhaveri
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $109K | $27K | $611K |
| 2024 | $89K | $37K | $510K |
| 2023 | $54K | $26K | $420K |
| 2022 | $61K | $34K | $357K |
| 2021 | $88K | $43K | $389K |
Between 2021 and 2025, reported annual revenue grew from $88K to $109K (+24%), with total assets most recently reported at $611K.
Interactive year-over-year charts and full filing details available with membership.