2025-11-13T18:50:56-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 6320 CANOGA AVE 17TH FLOOR WOODLAND HILLS CA 91367 990EZ 2024-01-01 934382142 COUNCIL FOR INCLUSION IN FINANCIAL SERVICES INC COUN 9094698871 740 CORPORATE CENTER DRIVE 1000 POMONA CA 91768 KEITH MURRAY PRESIDENT 9094698871 2025-11-12 1 1 ERIC SCHAUMAN P01321251 8189950090 2025-11-12 2024 2025-03-06 01:10:19Z X COUNCILFORINCLUSION.ORG X X 96535 X 75000 21535 96535 2280 265 73035 75580 20955 0 0 20955 X 0 19787 0 1423 0 21210 0 255 0 20955 X THE PRIMARY MISSION OF COUNCIL FOR INCLUSION IN FINANCIAL SERVICES (CIFS) IS TO INCREASE AWARENESS WITHIN THE FINANCIAL SERVICES INDUSTRY OF THE SOCIAL AND ECONOMIC BENEFITS OF MULTICULTURALISM IN EMPLOYMENT AND SUPPLIER UTILIZATION, WHILE ALSO LAUNCHING INITIATIVES THAT PROMOTE FINANCIAL LITERACY TO HELP ALL AMERICANS UNDERSTAND HOW TO GROW THEIR PERSONAL WEALTH.CIFS IS AN ADVOCATE FOR THE VALUE OF DIVERSITY AND INCLUSION. IT STRIVES TO ENGAGE WITH ALL SECTORS OF FINANCIAL SERVICES TO CULTIVATE AN UNDERSTANDING AND ACKNOWLEDGMENT OF HOW CREATING A MORE INCLUSIVE WORKFORCE, PROVIDING EQUAL ACCESS TO BUSINESS OPPORTUNITIES AND IMPROVING FINANCIAL LITERACY LEAD TO BUSINESS SUCCESS AND COMMUNITY WELL-BEING. CIFS HOSTS INITIATIVES THROUGHOUT THE YEAR TO PROMOTE CAREER AND PERSONAL DEVELOPMENT. THE NATIONAL FINSERV EXPO, THE CIFS ANNUAL CONFERENCE FOR FINANCIAL SERVICES PROFESSIONALS TO LEARN ABOUT TOOLS AND BEST PRACTICES TO IMPLEMENT MEASURABLE SHIFTS WITHIN THEIR PERSONAL LIVES AND BUSINESSES IN AN EVER-CHANGING INDUSTRY THAT REQUIRES AGILITY. ADDITIONALLY, THROUGH THE CIFS DIVERSITY, EQUITY & INCLUSION (DEI) CERTIFICATION TRAINING PROGRAMS, THE GOAL IS TO STRENGTHEN DEI AND DECISION MAKING/JUDGMENT CAPABILITIES IN ORDER TO INCREASE THE POTENTIAL FOR STRONGER OUTCOMES FROM A BUSINESS AND PERSONAL PERSPECTIVE. 0 11814 11814 KEITH MURRAY PRESIDENT/DIRECTOR 1.00 0 0 0 MARA MURRAY SECRETARY/DIRECTOR 1.00 0 0 0 HELEN MARLATT TREASURER/DIRECTOR 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HELEN MARLATT 740 CORPORATE CENTER DRIVE 1000 POMONA CA 91768 8886234001 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 0 75000 75000 75000 75000 73500 1500 75000 21535 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: AISLE. GRANTEE ADDRESS: PO BOX 14591 TALLAHASSEE, FL 32317. DATE OF GIFT: 01/05/24. AMOUNT GIVEN: 2,280. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: GIFTS. AMOUNT: 125. DESCRIPTION: INSURANCE. AMOUNT: 893. DESCRIPTION: BANK AND CREDIT CARD FEES. AMOUNT: 690. DESCRIPTION: TRAVEL. AMOUNT: 1,788. DESCRIPTION: MEALS. AMOUNT: 623. DESCRIPTION: ADVERTISING. AMOUNT: 56,335. DESCRIPTION: TRADE SHOW EXPENSE. AMOUNT: 11,814. DESCRIPTION: LEGAL FEES. AMOUNT: 767. TOTAL TO FORM 990-EZ, LINE 16: 73,035. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 534. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 889. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCRUED LIABILITIES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 255. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.