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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
No longer listed with the IRS — appears terminated
This organization is no longer in the IRS Exempt Organizations Master File or Pub 78 — its most recent Form 990 (FY2020) appears to be a final return (dissolved or merged). It is not currently a verifiable tax-exempt organization; the information below is historical.
EIN 34-1497063 · Snapshot of IRS recognition, filing currency, financial health, and governance.
To foster understanding of the relationships and functions of professionals who advise individuals with respect to Estate Planning and encourage cooperation of individuals in various related disciplines. Services are provided primarily to seniors although not exclusively.
Principal Officer
Kathleen Muldoon
Total Revenue
—
FY2020
Total Expenses
$3K
FY2020
Net Assets
$0
Program Ratio
0.7%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.