Excellence in Investing

Human services organization based in San Francisco, CA.0 Exempt under §501(c)(3).

MissionThe conference brings together some of the world's top investors and other prominent thinkers to share their investment ideas and insights. The conference was inspired by and is patterned after the Ira Sohn Investment Research Conference.

EIN
27-2015422
State
CA
Sector
Human services
Budget band
$500K–$1M
Latest filing
TY 2024
Records
—

Financial snapshot · TY 2024

$524K
Total revenue
$530K
Total expenses
$44K
Net assets

Financial health · TY 2024

42
Financial health needs attention
Composite score out of 100 based on reserve ratio, program efficiency, and revenue diversification.
Reserve ratio
5
0.9 months of expenses
Program efficiency
100
93.2% spent on programs
Revenue diversity
0
Mix of program fees, grants & contributions

No individual compensation data available.

This organization files with the IRS but does not report individual compensation on Form 990 Part VII.

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Excellence in Investing Executive Compensation | 990 Data | DoubleNine