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Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
DBA: N/A
EIN 02-0333630 · Snapshot of IRS recognition, filing currency, financial health, and governance.
The Council is dedicated to promoting the interests of Estate Planning professionals by promoting continuing education in Estate Planning issues, fostering a mutual understanding amoug the Estate Planning disciplines of the problems encountered in Estate Planning and portential solutions offered by each discipline.
Principal Officer
Frank Saglio
Total Revenue
$55K
FY2024
Total Expenses
$57K
FY2024
Net Assets
$76K
Program Ratio
72.7%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.