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THE INTERNATIONAL ASSOCIATION OF REGISTERED FINANCIAL CONSULTANTS WILL FOSTER AND ENHANCE THE GROWTH OF OUR ASSOCIATION FOR THE BENEFIT OF THE MEMBERS AND CLIENTS WE SERVE BY PROVIDING A CONTINUING SOURCE OF INFORMATION, EDUCATION AND NETWORKING.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$1.1M
Program Spending
51%
of total expenses go to program services
Total Contributions
$6,900
Total Expenses
▼$789.9K
Total Assets
$401.2K
Total Liabilities
▼$224.9K
Net Assets
$176.3K
Officer Compensation
→N/A
Other Salaries
$282.7K
Investment Income
$0
Fundraising
▼N/A
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2024 · Source: IRS e-Filed Form 990
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Not confirmed
No additional tax-exempt status records found in ReconForce's database.
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023IRS e-File | $1.1M | $6,900 | $789.9K | $401.2K | $176.3K |
| 2022 | $742.5K | $65K | $843.1K | $473.1K | -$25.9K |
| 2021 | $765K | $52.1K | $666.1K | $688.9K | $74.7K |
| 2020 | $702.1K | $0 | $631.1K |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
Financial data: IRS e-Filed Form 990 (Tax Year 2023)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
| Total |
|---|
| Charlotte Isbell | Chief Operating Officer | 38 | $79.8K | $0 | $0 | $79.8K |
| Leonard Simpson | CEO | — | $31.3K | $0 | $0 | $31.3K |
| Monroe Diefendorf | Trreasurer | — | $0 | $0 | $0 | $0 |
| Barry Dayley | Chair | — | $0 | $0 | $0 | $0 |
| Michael Markey | Vice Chair | — | $0 | $0 | $0 | $0 |
| Michelle Blair | Secretary | — | $0 | $0 | $0 | $0 |
Charlotte Isbell
Chief Operating Officer
$79.8K
Hrs/Wk
38
Compensation
$79.8K
Related Orgs
$0
Other
$0
Leonard Simpson
CEO
$31.3K
Hrs/Wk
—
Compensation
$31.3K
Related Orgs
$0
Other
$0
Monroe Diefendorf
Trreasurer
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Barry Dayley
Chair
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Michael Markey
Vice Chair
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Michelle Blair
Secretary
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| H Stephen Bailey | Immediate Past Chair | — | $0 | $0 | $0 | $0 |
| Kai Yuan Tu | Trustee | — | $0 | $0 | $0 | $0 |
| Reuben Chen | Trustee | — | $0 | $0 | $0 | $0 |
H Stephen Bailey
Immediate Past Chair
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Kai Yuan Tu
Trustee
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Reuben Chen
Trustee
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
| $477.5K |
| -$39.6K |
| 2019 | $815.8K | $0 | $957.3K | $356.1K | -$110.6K |
| 2018 | $860.2K | $0 | $811.1K | $348.8K | $39.7K |
| 2017 | $645.2K | $0 | $562.4K | $347.4K | $344.8K |
| 2016 | $636.1K | $5,000 | $530.8K | $282.8K | $261.9K |
| 2015 | $607.6K | $0 | $583.9K | $176.9K | $156.6K |
| 2014 | $629.8K | $629.8K | $739.7K | $170.3K | $162.8K |
| 2013 | $681.6K | $681.6K | $618.5K | $274.4K | $272.6K |
| 2012 | $676.9K | $676.9K | $598.9K | $229.7K | $209.6K |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | — |
| 2010 | 990 | — |
| 2009 | 990-EZ | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |