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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 99-1797062 · Snapshot of IRS recognition, filing currency, financial health, and governance.
This organization recently began filing Form 990 and isn't in the IRS monthly Exempt Organizations file yet — it should appear in an upcoming BMF release. Verify Now may return Not Found until then.
To receive, administer and expend funds to organize, promote and facilitate an annual Wealth and Estate Planning Seminar for professionals and advisors that will benefit some non profit corporations in Palm Beach County. Program expenses included facility rental catering, professional and other admin as well as legal.
Total Revenue
$35K
FY2024
Total Expenses
$50K
FY2024
Net Assets
$27K
Program Ratio
100.0%
expenses on programs
Employees
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Volunteers
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Board Members
—
Voting
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Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.