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 AND FINANCIAL ADVISORS
Based in CEDAR FALLS, IA, GREATER WASHINGTON FOUNDATION OF INSURANCE AND FINANCIAL ADVISORS operates as a Public Charity. The organization reported $89K in revenue, $37K in expenses, $510K in total assets for fiscal year 2024. Imperigo tracks 3 reported grant relationships connected to this organization totaling approximately $20K.
EIN: 521935068
CEDAR FALLS, IA
Latest filing: 2024
Total Revenue$89K
Total Expenses$37K
Total Assets$510K
Grant Records3
Funding Total$20K
Filing Years2020–2024
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 |
|---|---|---|---|
| 2024 | $89K | $37K | $510K |
| 2023 | $54K | $26K | $420K |
| 2022 | $61K | $34K | $357K |
| 2021 | $88K | $43K | $389K |
| 2020 | $71K | $63K | $338K |
Between 2020 and 2024, reported annual revenue grew from $71K to $89K (+26%), with total assets most recently reported at $510K.
Interactive year-over-year charts and full filing details available with membership.