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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 75-1538106 · Snapshot of IRS recognition, filing currency, financial health, and governance.
The advancement of the science of Planning an individual's financial Estate, the encouragement of cordial discourse among the members and the promotion of a better understanding of the Estate Planning process.
Total Revenue
$168K
FY2024
Total Expenses
$205K
FY2024
Net Assets
$168K
Program Ratio
75.0%
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.