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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 63-6065828 · Snapshot of IRS recognition, filing currency, financial health, and governance.
The organization's primary exempt purpose is to provide continuing professional education to area professionals. The organization also provides a forum for a discussion of Estate tax Planning techniques and educates the public regarding Estate Planning.
Total Revenue
$133K
FY2024
Total Expenses
$106K
FY2024
Net Assets
$208K
Program Ratio
82.2%
expenses on programs
Employees
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Volunteers
—
Board Members
—
Voting
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Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.