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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 11-3034842 · Snapshot of IRS recognition, filing currency, financial health, and governance.
The organization was formed for the following objectives:to foster intelligent cooperation and a cordial understanding among the members as to the proper relationship between the function of the attorney, certified public accountant, life underwriter, trust officers and financial planner in the field of financial and Estate Planning.to encourage networking opportunities among members that establish and foster professional relationships.to offer educational and informational programs to its members.to promote the exchange of ideas and knowledge in the multi-faceted disciplines of its members.
Principal Officer
Jeffrey Gibralter
Total Revenue
$81K
FY2024
Total Expenses
$78K
FY2024
Net Assets
$130K
Program Ratio
71.6%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.