Loading profile…
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 23-7411611 · Snapshot of IRS recognition, filing currency, financial health, and governance.
To present current ideas and information to membership and public at quarterly meetings of beneficial Estate Planning practices.
Principal Officer
Charles Zalaker
Total Revenue
$61K
FY2024
Total Expenses
$74K
FY2024
Net Assets
$39K
Program Ratio
100.0%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.