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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 75-3123003 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Promote knowledge of and interest in Estate Planning and related subjects, to provide a forum where attorneys, certified public accountants, certified financial planners, charter life underwriters, private fiduciaries, trust officers and other professionals instrumental in the Estate Planning or administration process meet and exchange views and become better acquainted with one another and their work, and to foster cooperation among practicioners in these fields and to promote a better understanding of the proper relationship that each profession bears to the other.
Total Revenue
$70K
FY2024
Total Expenses
$65K
FY2024
Net Assets
$20K
Program Ratio
82.2%
expenses on programs
Employees
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Volunteers
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Board Members
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Voting
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Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.