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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 59-2467170 · Snapshot of IRS recognition, filing currency, financial health, and governance.
To make a positive difference for Estate Planning professionals through education and certification, while creating a fraternal bond of respect and integrity amoung Estate Planning professionals everywhere.
Principal Officer
Kimberly Delcomyn-Javarinis
Total Revenue
$117K
FY2023
Total Expenses
$103K
FY2023
Net Assets
$51K
Program Ratio
82.7%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
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Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.