Mission
AdvisersGiveBack.org is a 501(c)(3) non-profit organization that makes it easy for low and moderate income households to connect with a Certified Financial Planner volunteering their time to help others.
Small Public Charity
ADVISERS GIVE BACK INC
ADVISERS GIVE BACK INC, of OAKLAND, CA, is a Small Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $69K in revenue, $95K in expenses, $20K in total assets. 3 publicly reported grants to this organization, totaling roughly $41K, appear in IRS filings.
EIN: 844685390
OAKLAND, CA
Latest filing: 2024
Total Revenue$69K
Total Expenses$95K
Total Assets$20K
Grant Records3
Funding Total$41K
Filing Years2020–2024
Sample Grants Received
HUMAN SERVICES
$12,954
HUMAN SERVICES
$8,284
$20,000
Showing up to 5 of 3 total records — full history available with membership.
Officers & Directors
Secretary
Anita Iverson-Comelo
Director
Eric Sontag
Director
Frank Pare
Treasurer
Fred Barstein
Director
Jordan Dyson
Treasurer
Lisa Neira
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $69K | $95K | $20K |
| 2023 | $152K | $110K | $46K |
| 2022 | $30K | $59K | $2K |
| 2020 | $42K | $15K | $27K |
Between 2020 and 2024, reported annual revenue grew from $42K to $69K (+63%), with total assets most recently reported at $20K.
Interactive year-over-year charts and full filing details available with membership.