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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 23-2006494 · Snapshot of IRS recognition, filing currency, financial health, and governance.
To provide professionals involved in Estate Planning, both members and non-members, with opportunities to enhance their skills and expand their network through programs and interaction.
Total Revenue
$198K
FY2024
Total Expenses
$217K
FY2024
Net Assets
$162K
Program Ratio
—
expenses on programs
Employees
0
Volunteers
75
Board Members
21
Voting
21
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.