Society of Trust and Estate Practitioners - Us Inc
Only null% goes to programs Strong reserves Growing revenue
Society of Trust and Estate Practitioners - Us Inc is a 501(c)(6) organization based in Los Angeles, California, registered in 2014, with $820,537 in FY2024 revenue. CharityIndex grades it B.
10250 Constellation Blvd Ste 1400, Los Angeles, CA, 90067 EIN 26-4520720 Since 2014
Revenue (FY2024)
$821K
▲ 24.4% vs prior year
Community median: $184K
Expenses (FY2024)
$776K
Net assets
$963K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
★★★★
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Society of Trust and Estate Practitioners - Us Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
AFinancial health25% of the rating15 mo reserves · +5% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Society of Trust and Estate Practitioners - Us Inc: 15 mo reserves · +5% margin earns a A on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Society of Trust and Estate Practitioners - Us Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Society of Trust and Estate Practitioners - Us Inc: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Contact & location
- Address
- 10250 Constellation Blvd Ste 1400, Los Angeles, CA, 90067
- City
- Los Angeles
- State
- California
- Subcategory
- Business & Industry Associations
- Website
- …
Financial trends
Revenue grew from $600K (FY2013) to $821K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $47KNet assets $963K
Operating margin
5.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.0M
Total liabilities
$47K
Net assets
$963K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $820,537▲24.4% | $776,188▲7.7% | $962,667▲4.8% | $1,009,957▲2.9% | 990 |
| 2023 | $659,686▲76.8% | $720,402▲124% | $918,318▼6.2% | $981,519▼7.4% | 990 |
| 2022 | $373,144▲62.5% | $322,162▲269% | $979,034▲5.5% | $1,060,484▲4.7% | 990 |
| 2021 | $229,581▲59.0% | $87,364▼39.6% | $928,052▲18.1% | $1,012,569▲4.8% | 990 |
| 2020 | $144,434▼76.5% | $144,614▼66.9% | $785,835 | $965,782▼1.7% | 990 |
| 2019 | $613,684▼38.4% | $436,641▼43.7% | $786,015▼2.2% | $982,269▼5.6% | 990 |
| 2018 | $995,931▲22.4% | $775,174▲12.9% | $803,672▲54.2% | $1,041,044▲26.3% | 990 |
| 2017 | $813,781▲14.3% | $686,695▲0.4% | $521,346▲32.2% | $824,228▲33.9% | 990 |
| 2016 | $712,059▲62.6% | $684,289▲48.4% | $394,260▲0.5% | $615,693▲16.5% | 990 |
| 2015 | $437,959▼1.1% | $460,983▲39.7% | $392,348▼5.5% | $528,685▼1.5% | 990 |
| 2014 | $442,715▼26.2% | $330,079▼36.0% | $415,372▲37.2% | $536,751▲77.3% | 990 |
| 2013 | $600,271 | $515,457 | $302,736 | $302,736 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Society of Trust and Estate Practitioners - Us Inc a legitimate nonprofit?
- Yes. Society of Trust and Estate Practitioners - Us Inc is a 501(c)(6) organization registered with the U.S. Internal Revenue Service under EIN 26-4520720, based in Los Angeles, California.
- What is Society of Trust and Estate Practitioners - Us Inc's EIN?
- Society of Trust and Estate Practitioners - Us Inc's Employer Identification Number (EIN) is 26-4520720.
- How much revenue does Society of Trust and Estate Practitioners - Us Inc report?
- Society of Trust and Estate Practitioners - Us Inc reported $820,537 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Society of Trust and Estate Practitioners - Us Inc have?
- CharityIndex grades Society of Trust and Estate Practitioners - Us Inc B, based on financial health (reserves and operating margin).
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Data for Society of Trust and Estate Practitioners - Us Inc (EIN 26-4520720) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.