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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 03-0450631 · Snapshot of IRS recognition, filing currency, financial health, and governance.
To provide education and information to members and the public aimed at improving the quality of Estate Planning services provided by attorneys, accountants, insurance professionals, trust officers, and certified financial planners.
Total Revenue
$84K
FY2024
Total Expenses
$83K
FY2024
Net Assets
$46K
Program Ratio
78.6%
expenses on programs
Employees
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Volunteers
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Board Members
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Voting
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Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.