AUMdb

Smart Discipline Income Protection Program

EIN 300093453 · 501(c)(9) · Public charity · Independence, OH · recognized 2003

Assets
$25.2M
Revenue
$6.8M
Expenses
$4.9M
Investment income
$1.8M

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Michael Coleman Trustee $511,753 $54,549
Joseph Powell (former) trustee $410,450 $34,554
Jeremy Ferguson Trustee $352,545 $94,578
John Daniel Trustee $276,606 $36,286