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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 65-0163826 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Primary exempt purpose: to promote cooperation among various professionals engaged in the field of Estate Planning.
Principal Officer
Anthony Pace CFP
Total Revenue
$151K
FY2024
Total Expenses
$166K
FY2024
Net Assets
$138K
Program Ratio
74.0%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.