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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 38-2873384 · Snapshot of IRS recognition, filing currency, financial health, and governance.
To provide educational programs for members and promote understanding of Financial and Estate Planning matters among the general public.
Principal Officer
JIM Smallegan
Total Revenue
$126K
FY2024
Total Expenses
$139K
FY2024
Net Assets
$66K
Program Ratio
53.6%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.