CEDAR FALLS, IA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)GREATER WASHINGTON FOUNDATION OF INSURANCE AND FINANCIAL ADVISORS, founded in 2007, is a micro nonprofit in the Employment sector that reported $89K in total revenue in fiscal year 2024. Revenue surged 66% from the prior year, signaling strong growth momentum. The organization ran a surplus of $52K, a strong 58% operating margin.
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.
THE GWFIFA HAS CHOSEN CHARITIES TO BE THE RECIPIENT OF THEIR FUND RAISING AND VOLUNTEER EFFORTS. CHARITIES ARE SELECTED ON THE MERITS OF THEIR ABILITY TO PROVIDE SERVICES TO THE GENERAL PUBLIC. THE...
THE GWFIFA HAS CHOSEN CHARITIES TO BE THE RECIPIENT OF THEIR FUND RAISING AND VOLUNTEER EFFORTS. CHARITIES ARE SELECTED ON THE MERITS OF THEIR ABILITY TO PROVIDE SERVICES TO THE GENERAL PUBLIC. THE CONTRIBUTIONS WERE FOR THE GENERAL SUPPORT OF THE ORGANIZATION ACTIVITIES.
THE GREATER WASHINGTON FOUNDATION OF INSURANCE AND FINANCIAL ADVISORS PURPOSE IS TO SERVE AS THE EDUCATIONAL AND CHARITABLE ARM OF NAIFA- GREATER WASHINGTON DC. THE FOUNDATION IS DEDICATED TO HAVING...
THE GREATER WASHINGTON FOUNDATION OF INSURANCE AND FINANCIAL ADVISORS PURPOSE IS TO SERVE AS THE EDUCATIONAL AND CHARITABLE ARM OF NAIFA- GREATER WASHINGTON DC. THE FOUNDATION IS DEDICATED TO HAVING A POSITIVE IMPACT ON THE LIVES OF CITIZENS THROUGH COMMUNITY SERVICE AND DEVELOPMENT OF FINANCIAL SERVICES PROFESSIONALS.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $89,440 | $53,855 | +0.7% |
| Expenses | $37,255 | $26,446 | +0.4% |
| Net Income | $52,185 | $27,409 | +0.9% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| CONNIE GOLLEHER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| PETER GLASSMAN | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| KEVIN CONLEY | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JOSEPH DAVIS | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| MATT GRACE | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| RYAN BUCK | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| BROCK JOLLY | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| CHARLES LEWIS | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| CHRISTOPHER PIRTLE | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| DAN ALTMIRE | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| ROCK BROCKMAN | PAST PRESIDENT | 2.00 |
Officer
|
$0 | $0 | $0 |
| JEFF HAMBLEN | VICE PRESIDENT | 2.00 |
Officer
|
$0 | $0 | $0 |
| KEVIN JONES | SECRETARY | 2.00 |
Officer
|
$0 | $0 | $0 |
| MATT WEIDER | TREASURER | 2.00 |
Officer
|
$0 | $0 | $0 |
| DILIP JHAVERI | PRESIDENT | 2.00 |
Officer
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2024 | $89,440 | $37,255 | $510,253 | $52,185 |
| 2023 | $53,855 | $26,446 | $420,346 | $27,409 |
Compare GREATER WASHINGTON FOUNDATION OF INSURANCE AND FINANCIAL ADVISORS with other nonprofits in Iowa and across the country.