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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 36-6112867 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Foster an understanding among Estate Planning specialists from different disciplines.
Total Revenue
$534K
FY2024
Total Expenses
$533K
FY2024
Net Assets
$432K
Program Ratio
—
expenses on programs
Employees
0
Volunteers
40
Board Members
14
Voting
14
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.