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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 95-3105008 · Snapshot of IRS recognition, filing currency, financial health, and governance.
To provide education and the mutual exchange of ideas, knowledge, and skills in the field of Estate Planning, thereby improving the quality of Estate Planning services offered to the public.
Principal Officer
Kevin Wiest
Total Revenue
$56K
FY2024
Total Expenses
$62K
FY2024
Net Assets
$31K
Program Ratio
56.9%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.