Nonprofit screen
Screen a listThe American College of Trust and Estate Counsel
Can you give?
Listed with the IRS. Every screen came back clear.
An organization on the IRS master file.
- IRS listing
- Listed
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- Not stated
$9.1Mrevenue
FY2025 · +52% in 3 yrs17staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin−1.1%
Months of reserve1.9mo
Revenue growth (annualized)+5.7%
Middle half of peersMedianAmerican College of Trust and Estate Counsel
Worth checking1
Deficits in 2 of the last 3 years
−$542k in FY2023 and −$104k in FY2025. Cash covers 1.9 months, under the peer median of 5.3.
990 Part I and balance sheetIn its favor1
Strong governance
41 of 41 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VI1funder
Funded