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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 45-2560866 · Snapshot of IRS recognition, filing currency, financial health, and governance.
FY2024 filed as a Form 990-N placeholder. The IRS has not yet released this organization’s full Form 990 for FY2024. All data on this profile reflects the most recent substantive 990 filing; the placeholder year appears in the Financials tab with no breakdown.
To foster intelligent cooperation and a cordial understanding among the members as to the proper relationship between the functions of the Estate Planning team. To Assist member sin keeping abreast of laws and conditions affecting business and personal taxation and the problems of Estate accumulation, conservation, charitable Planning, and distribution so as to improve the knowledge of each member within his/her sphere; and with these objectives encourage members to have their ultimate goal of rendering the best professional service to the public. In 2022 we have 35 members consisting of attorneys, wealth advisors, trust officers, and accountants. We create a great networking system for in Estate Planning within Centre County.
Total Revenue
$0
FY2024
Total Expenses
—
FY2024
Net Assets
$0
Program Ratio
—
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.