Status and standing
Is it real, and can you give to it?
Where the money goes
What each dollar paid for.
Statement of Functional Expenses
Financial health
Is it on solid ground?
Summary of the Filing
| FY2020 | $490K |
|---|---|
| FY2021 | $464K |
| FY2022 | $586K |
| FY2023 | $257K |
| FY2024 | $127K |
| FY2025 | $146K |
| FY2025 | $240K |
| FY2020 | $224K |
|---|---|
| FY2021 | $243K |
| FY2022 | $442K |
| FY2023 | $48K |
| FY2024 | $0 |
| FY2025 | $1K |
| FY2025 | $732 |
Balance Sheet
Statement of Revenue
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 100% | — | — |
| Revenue growth | 11% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
Leadership and pay
Who runs it, and what are they paid?
Officers, Directors & Key Employees
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Governance & Policies
- 11Voting board membersPt VI · Ln 1a
- 11Independent board membersPt VI · Ln 1b
- Conflict-of-interest policyPt VI · Ln 12aYes
- Whistleblower policyPt VI · Ln 13No
- Document retention policyPt VI · Ln 14No
- Top official’s pay independently reviewedPt VI · Ln 15aNo
- Family or business ties among leadersPt VI · Ln 2No
Mission and programs
What it does.
Supports member education and raises funds for training and representation.
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Where the work happens
Members received the wealth structuring news digest, an email newsletter which provides links to major news and updates for international and domestic tax in the trust and estate area. During the fiscal year ending march 31, 2026, the branch held 11 events, either webinars or in-person luncheons with an average of 90 attendees.
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Filing history
Every return on file.
| Year | Revenue | Expenses | Change | Filing |
|---|---|---|---|---|
| FY2025 | $555K | $537K | +26% | 990 PDF |
| FY2024 | $441K | $523K | -12% | 990 PDF |
| FY2023 | $498K | $433K | ×13 | 990 PDF |
| FY2022 | $38K | $115K | +33% | 990 PDF |
| FY2021 | $28K | $74K | -93% | 990 PDF |
| FY2020 | $393K | $322K | 990 PDF |
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Schedules filed Part IV
Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.
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