IRS 990 Nonprofit Profile

Asset Trader

Asset trader (fka the cga exchange) is an irs approved section 501(c)(3) non-profit, public charity whose function is to educate and credential (as an approved irs ce provider) professional advisors (attorneys, cpas, m&a advisors /business brokers, financial advisors, insurance agents, real estate professionals, etc.) and to serve as a compliant asset exchange platform to legally convert, through philanthropic planned giving, a donor's trapped, illiquid assets (businesses, real estate, investment portfolios, life insurance policies, etc.) to more tax-advantaged, identity, asset, and estate protected income for life through the use of a charitable gift annuity under irs section 501(m)(5) and any and all domiciled state regulations as applicable. the cga exchange is also a registered and approved irs continuing education (ce) provider credentialing professional planners through the professional designation known as the "ceta" (certified exit & transition advisor).

Filing year

2015

Total revenue

$3.9M

Total expenses

$872K

Program expenses

$729K

Administration

$143K

Fundraising

$0

Program share of expenses

84%

EIN

454464864

Location

Raleigh, NC