Loading profile…
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 65-0786600 · Snapshot of IRS recognition, filing currency, financial health, and governance.
1) to promote cooperation among legal, tax, financial services and charitable endowment professionals who assist clients in the Estate Planning process and to foster a better understanding of the responsibilities each group has to the client. 2) to provide a better understanding of the services and products that legal, tax, financial services and charitable endowment rofessionals provide, thereby enhancing the coordination among these professionals.3) to promote the interests of its members and to expand the availability of coordinated Estate Planning services to the general public.
Total Revenue
$60K
FY2024
Total Expenses
$51K
FY2024
Net Assets
$78K
Program Ratio
92.9%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.