activities · 1 group
What they do
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Uncategorized 1 activity
- Promoting investment principles for family-owned businessesProvides guidance and promotes best practices in investment strategies tailored to family-owned businesses.
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financials · form 990 · fy2024
revenue
Total revenue$352K
Contributions & grants$324K92%
Program service revenue$28K8%
Investment income$00%
Other revenue$0
expenses
Total expenses$318K
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits$0
Grants paid out$0
Largest expense lineProfessional Fees
balance sheet
Total assets$280K
Cash$280K
Investments$0
Liabilities$0
Net assets$280K
Liquid reserves10.6 mo
4 years on record · 2020–2024 · YoY revenue -31.0%
leadership · form 990 part vii · fy2024
Who runs it
board members · 9
- ANDY GOTTESMAN — VICE FORUM CHAIR
- BLAINE WELLS — SPOUSE/PARTNER CHAIR
- CHRISTY ORRIS — MEMBERSHIP CHAIR/COMPLIANCE
- DAN HAMANN — FINANCE CHAIR
- JEB STUART — FORUM CHAIR
- RICHARD COHEN — VICE MEMBERSHIP CHAIR/COMPLIANCE
- SCOTT BROOKS — VICE GROUP CHAIR
- THOMAS HILLMAN — CHAIR EMERITUS
- VISHAL SOIN — GROUP CHAIR
strategies · 1
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.