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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 23-7129676 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Membership organization comprised of certified public accountants, chartered life insurance underwriters, certified financial planners, and other professionals affiliated with Estate Planning and who are dedicated to a multi-disciplinary team approach to provide Estate Planning services.
Principal Officer
Marie Arrigo
Total Revenue
$49K
FY2024
Total Expenses
$52K
FY2024
Net Assets
$72K
Program Ratio
54.8%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.