Liabilities / Assets
68th percentile
Higher debt load relative to assets than 68% of similar nonprofits.
Council for Inclusion in Financial Services Inc
EIN 93-4382142 • 501(c)3
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.01x
Liabilities / Revenue
65th percentile
Higher debt load relative to revenue than 65% of similar nonprofits.
Net Margin
76th percentile
Higher net margin than 76% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$21,210
No earlier filing loaded for comparison.
Liabilities
$255
No earlier filing loaded for comparison.
Net Assets
$20,955
No earlier filing loaded for comparison.
Revenue
$96,535
No earlier filing loaded for comparison.
Expenses
$75,580
No earlier filing loaded for comparison.
Net Income
$20,955
No earlier filing loaded for comparison.
Trend Graphs
Filings
Most recent year
2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.
- Assets
- $21,210
- Liabilities
- $255
- Net assets
- $20,955
- Revenue
- $96,535
- Expenses
- $75,580
- Net income
- $20,955
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Nov 12, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $96,535
Mission and Program Overview
Mission
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.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| 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 | $11,814 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KEITH MURRAY | President/Director | - | $0 | - | - |
| MARA MURRAY | Secretary/Director | - | $0 | - | - |
| HELEN MARLATT | Treasurer/Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Council for Inclusion in Financial
- EIN
- 93-4382142
- Phone
- 9094698871
- Address
- 740 CORPORATE CENTER DRIVE 1000, POMONA, CA 91768
Signing Officer
- Name
- Keith Murray
- Title
- President
- Phone
- 9094698871
- Signed
- 2025-11-12
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Baker Tilly Advisory Group Lp
- Address
- 6320 CANOGA AVE 17TH FLOOR, WOODLAND HILLS, CA 91367
- Preparer
- Eric Schauman
- Phone
- 8189950090
Supplemental Narrative
Additional Explanations
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.”
Raw XML Appendix144 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | HELEN MARLATT |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8886234001 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 740 CORPORATE CENTER DRIVE 1000 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | POMONA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 91768 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 19787 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 75000 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 20955 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 21210 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 2280 |
| IRS990EZ/GrossReceiptsAmt | 0 | 96535 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 0 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 20955 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 20955 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 265 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | KEITH MURRAY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MARA MURRAY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | HELEN MARLATT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT/DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY/DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER/DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 1423 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 73035 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 21535 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 11814 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 255 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 75580 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 11814 |
| IRS990EZ/TotalRevenueAmt | 0 | 96535 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | COUNCILFORINCLUSION.ORG |
| IRS990ScheduleA/First5Years170Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 75000 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 75000 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 21535 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 1500 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 73500 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 75000 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 75000 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 75000 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: AISLE. GRANTEE ADDRESS: PO BOX 14591 TALLAHASSEE, FL 32317. DATE OF GIFT: 01/05/24. AMOUNT GIVEN: 2,280. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: ACCRUED LIABILITIES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 255. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | 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. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KEITH MURRAY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9094698871 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | COUNCIL FOR INCLUSION IN FINANCIAL |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | SERVICES INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | COUN |
| ReturnHeader/Filer/EIN | 0 | 934382142 |
| ReturnHeader/Filer/PhoneNum | 0 | 9094698871 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 740 CORPORATE CENTER DRIVE 1000 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | POMONA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 91768 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 390859910 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BAKER TILLY ADVISORY GROUP LP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 6320 CANOGA AVE 17TH FLOOR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WOODLAND HILLS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 91367 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8189950090 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-11-12 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ERIC SCHAUMAN |
| ReturnHeader/ReturnTs | 0 | 2025-11-13T18:50:56-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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