Fresno Estate Planning Council

Unknown organization based in Fresno, CA.

MissionTHE FRESNO ESTATE PLANNING COUNCIL STRIVES TO ENSURE A STANDARD OF EXCELLENCE IN THE ESTATE PLANNING PROFESSION BY: - PROMOTING THE TEAM APPROACH BY WHICH ESTATE PLANNING PROFESSIONALS IN LAW, ACCOUNTING, INSURANCE, AND FINANCIAL SERVICES WORK TOGETHER FOR THEIR CLIENT'S BENEFIT;

EIN
94-2165402
State
CA
Sector
Unknown
Budget band
<$250K
Latest filing
TY 2023
Records
—

Financial snapshot · TY 2023

$210
Total revenue
$2K
Total expenses
—
Net assets

Financial health · TY 2023

40
Financial health needs attention
Composite score out of 100 based on reserve ratio, program efficiency, and revenue diversification.
Reserve ratio
100
290.7 months of expenses
Program efficiency
0
Program expenses as % of total
Revenue diversity
0
Mix of program fees, grants & contributions

No individual compensation data available.

This organization files with the IRS but does not report individual compensation on Form 990 Part VII.

Is this your organization?

Claim this page for a private dashboard with financial health, peer benchmarks, and comp history.

Claim this page