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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 34-1442716 · Snapshot of IRS recognition, filing currency, financial health, and governance.
To improve the understanding and educate the community on Estate Planning issues and the services provided by Estate Planning professionals.
Principal Officer
Michael Novak
Total Revenue
$111K
FY2024
Total Expenses
$120K
FY2024
Net Assets
$47K
Program Ratio
80.0%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.