Palm Beach County Estate Planning

Community development organization based in Jupiter, FL.

MissionPRIMARY EXEMPT PURPOSE: TO PROMOTE COOPERATION AMONG VARIOUS PROFESSIONALS ENGAGED IN THE FIELD OF ESTATE PLANNING.

EIN
65-0163826
State
FL
Sector
Community development
Budget band
<$250K
Latest filing
TY 2024
Records
—

Financial snapshot · TY 2024

$151K
Total revenue
$166K
Total expenses
—
Net assets

Financial health · TY 2024

42
Financial health needs attention
Composite score out of 100 based on reserve ratio, program efficiency, and revenue diversification.
Reserve ratio
56
10 months of expenses
Program efficiency
0
Program expenses as % of total
Revenue diversity
99
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.

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Palm Beach County Estate Planning Executive Compensation | 990 Data | DoubleNine