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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 84-4685390

ADVISERS GIVE BACK INC

Tax-exempt · OAKLAND, CA 94609

Financials

$152K$110K2023$69K$95K2024
Revenue Expenses · by fiscal year end
Financials of ADVISERS GIVE BACK INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-EZ$68,916$95,362-$26,446$20,166$34,200-$14,034
December 31, 2023990-EZ$152,052$110,070$41,982$46,207$33,795$12,412
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$68,284
Other revenue
$632

Expenses

Compensation of officers, directors and key employees
$44,640
Salaries, compensation and benefits (total)
$48,959
Professional fees and payments to contractors
$11,102
Other expenses
$35,301
Program services (functional)
$95,363

Balance sheet and other

Total assets, start of year
$46,207
Total assets, end of year
$20,166
Total liabilities, end of year
$34,200
Net assets, end of year
-$14,034
Cash, savings and investments
$18,916
Gross receipts
$68,916

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
MATTHEW IVERSON-COMELOPresident30$44,640
LISA NEIRATreasurer0$0
ANITA IVERSON-COMELOSecretary0$0
FRED BARSTEINTreasurer0$0
FRANK PAREDirector0$0
ERIC SONTAGDirector0$0
REBEKAH KOHMESCHERDirector0$0
SAM AFARI-AIKINSDirector0$0
JORDAN DYSONDirector0$0
990-EZ for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
MATTHEW IVERSON-COMELOPresident30$51,750
LISA NEIRATreasurer0$0
ANITA IVERSON-COMELOSecretary0$0
FRED BARSTEINTreasurer0$0
FRANK PAREDirector0$0
ERIC SONTAGDirector0$0
REBEKAH KOHMESCHERDirector0$0
SAM AFARI-AIKINSDirector0$0
JORDAN DYSONDirector0$0

Address and contacts

Address (IRS master file)
490 43RD ST STE 350, OAKLAND, CA 94609-2138
In care of
% MATTHEW IVERSON-COMELO
Signed the 990-EZ
MATTHEW IVERSON-COMELO, President
Return prepared by
Linda M Little EA

California records

California keeps its own records of charities and corporations. Search them by EIN 84-4685390 or by the name ADVISERS GIVE BACK INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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.

990-EZ for the year ended December 31, 2024

Program accomplishments

  • OPERATING AN ONLINE PLATFORM FOR CLOSE TO 100 FINANCIAL PLANNERS TO SERVE THOUSANDS OF PRO BONO CLIENTS THROUGH COMMUNITY PARTNERSHIPS.
    Expenses $95,363 · grants $15,000

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2025 990-EZ for ADVISERS GIVE BACK INC

Due May 15, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
84-4685390
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2021
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P50)
Assets (IRS master file)
$20,166
Income (IRS master file)
$68,916

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024$68,916$95,362$20,166XML
990-EZDecember 2023$152,052$110,070$46,207XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-4685390).

Questions about ADVISERS GIVE BACK INC

What is the EIN of ADVISERS GIVE BACK INC?
The employer identification number (EIN) of ADVISERS GIVE BACK INC is 84-4685390.
Is ADVISERS GIVE BACK INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to ADVISERS GIVE BACK INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ADVISERS GIVE BACK INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ADVISERS GIVE BACK INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ADVISERS GIVE BACK INC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
Who are the officers and directors of ADVISERS GIVE BACK INC?
The 990-EZ for the year ended December 31, 2024 lists 9 people; 1 received compensation from the organization, the highest $44,640 (MATTHEW IVERSON-COMELO, President).
How much revenue does ADVISERS GIVE BACK INC have?
On its 990-EZ for the year ended December 31, 2024 it reported revenue of $68,916, expenses of $95,362 and total assets of $20,166 at year end.

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