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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 51-0232801 · Snapshot of IRS recognition, filing currency, financial health, and governance.
To promote the interest of teh general public by developing a better understanding of the services of those engaged in the field of Estate Planning.to encourage a multidisciplinary approach to Estate Planning amoung our members, the purpose of which is to increase effectiveness, and improve the quality of services provided.to foster student awareness of the profession and to support current students with an interest in entering the Estate Planning field.
Total Revenue
$53K
FY2024
Total Expenses
$52K
FY2024
Net Assets
$76K
Program Ratio
100.0%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.