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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 16-1351917 · Snapshot of IRS recognition, filing currency, financial health, and governance.
To provide a means whereby members, duly qualified on the basis of experience and interest, can discuss mutual problems arising in their respective fields of work, and can become informed of developments and ideas in the areas of Estate Planning and administration, to the end that they, cooperatively, may better serve the interests of their customers and clients.
Principal Officer
Barbara Clemons
Total Revenue
$49K
FY2023
Total Expenses
$34K
FY2023
Net Assets
$45K
Program Ratio
44.4%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.