Mission
PROFESSIONAL ORGANIZATION PROVIDING EDUCATION ON INTERNATIONAL PRIVATE CLIENT MATTERS.
Public Charity
SOCIETY OF TRUST AND ESTATE PRACTITIONERS US INC
SOCIETY OF TRUST AND ESTATE PRACTITIONERS US INC is a nonprofit organization categorized as Public Charity based in LOS ANGELES, CA. Its most recent IRS filing (2025) reports revenue of $821K, expenses of $776K, total assets of $1.0M.
EIN: 264520720
LOS ANGELES, CA
Chambers of Commerce & Business Leagues
NTEE: S41
Latest filing: 2025
Total Revenue$821K
Total Expenses$776K
Total Assets$1.0M
Grant Records0
Filing Years2020–2025
Where $100 goes at Society of Trust and Estate Practitioners US Inc
How Society of Trust and Estate Practitioners US Inc divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.
$76
Programs
the work itself
$24
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $76 for programs
$76
The primary program services are monthly educational meetings, webinars, annual conferences, and special educational events
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
COMMITTEE MEMBER
Aaron Farmer
COMMITTEE MEMBER
Abbie Flaherty - Fr May 2024
SECRETARY
Amy Staehr
COMMITTEE MEMBER
Amy Szostak - Fr April 24
COMMITTEE MEMBER
Andrew Moore
COMMITTEE MEMBER
Beatriz Andrikopoulos - To May 2024
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $821K | $776K | $1.0M |
| 2024 | $660K | $720K | $982K |
| 2023 | $373K | $322K | $1.1M |
| 2021 | $144K | $145K | $966K |
| 2020 | $614K | $437K | $982K |
Between 2020 and 2025, reported annual revenue grew from $614K to $821K (+34%), with total assets most recently reported at $1.0M.
Interactive year-over-year charts and full filing details available with membership.