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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 43-1275325 · Snapshot of IRS recognition, filing currency, financial health, and governance.
To provide professional education on the subject of Estate Planning.
Total Revenue
$432K
FY2023
Total Expenses
$377K
FY2023
Net Assets
$571K
Program Ratio
75.0%
expenses on programs
Employees
0
Volunteers
28
Board Members
28
Voting
28
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.