Mutual Fund Directors Forum

Analysis

Mutual Fund Directors Forum is a registered charity in United States, based in Washington, DC. It received its IRS tax-exemption ruling in April 2003, 23 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2024, Mutual Fund Directors Forum reported income of $3.1m and spending of $2.9m, spending 92% of its income. Across the 5 years on record, from June 2020 to June 2024, income grew from $2.7m to $3.1m (+16%), an average of +3.8% a year. Over the whole period it spent 82% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Mutual Fund Directors Forum sits at the 86th percentile: it is larger than about 86% of them. Against every charity in United States with reported income it ranks in the 89th percentile, and in the 74th percentile within DC. Charities of a similar size with the same main cause include Rankin Isd Education Foundation ($3.1m), Lakeland Christian Academy Association Inc ($3.1m) and Florida High School for Accelerated Learning-North Lee Campus Inc ($3.1m).

On its Form 990 for the period ending June 2024, revenue came from program service revenue 94% of the total. Compensation of current officers, directors and key employees was $828k (29% of expenses). Other salaries and wages came to $738k. At year end it held assets of $8.1m against liabilities of $2.5m, net assets of $5.6m. It reported 6 employees.