nonprofit logo

Society Of Trust And Estate Practitioners Us Inc

Step Usa

Learn about this cause: What are the reviews? Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 264520720 ✦ Los angeles, CA ✦ Designated as a 501(c)(6)

Shop smarter and support your favorite cause at the same time! With the Give Freely browser extension, you'll automatically save money with coupons, and partner stores will donate to your chosen charity - at no extra cost to you. Start giving back with a single click. It's safe, free, and spam-free, guaranteed!

Overview

What is Society Of Trust And Estate Practitioners Us Inc?

The Society of Trust and Estate Practitioners US Inc, commonly referred to as STEP USA, is a professional organization based in Jackson, Wyoming. Their primary focus is on providing education, specifically concerning international private client matters. They accomplish this through monthly meetings, webinars, annual conferences, and special events. This nonprofit's mission is to serve as a trusted resource for professionals in the field, offering them opportunities to expand their knowledge and stay updated on international estate planning and trust matters.


Official website here: www.step.org

What do the Facebook reviews say about Society Of Trust And Estate Practitioners Us Inc?

96% of 24 reviewers on Facebook recommend the Society Of Trust And Estate Practitioners US Inc. Here's a summary of their reviews:

Many users express appreciation for being part of an association that connects them with dependable professionals in trust and estate planning. They find comfort in knowing that expertise is readily available, highlighting the organization's effectiveness in fostering a supportive network.

Overall, the sentiment towards this nonprofit is overwhelmingly positive, with members valuing the collaboration and resources provided by the organization in their professional endeavors.


This AI summary has been generated from reviews found on Facebook.

Is Society Of Trust And Estate Practitioners Us Inc legitimate?

Society Of Trust And Estate Practitioners Us Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Society Of Trust And Estate Practitioners Us Inc submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.step.org

What is the mission statement of Society Of Trust And Estate Practitioners Us Inc?

The Society of Trust and Estate Practitioners US Inc serves as a professional organization, focusing on providing education related to international private client matters. Their mission, in essence, revolves around offering educational resources. This is achieved through monthly meetings, webinars, annual conferences, and special educational events. The organization's primary goal is to facilitate the sharing of knowledge and expertise in this specialized field.


Official website here: www.step.org

What is the revenue of Society Of Trust And Estate Practitioners Us Inc?

Society Of Trust And Estate Practitioners Us Inc's revenue in 2024 was $659,686.


Official website here: www.step.org

Who are the executives of Society Of Trust And Estate Practitioners Us Inc and what are their salaries?

There 99 volunteers at Society Of Trust And Estate Practitioners Us Inc.

Here are 26 key members and their salaries:


Christopher Reimer (Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Paul Sczudlo (Vice-Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lewis Linn (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ellen Kratzer (Immediate Past Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Stephanie Kriegel (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Reetu Pepoff (Committee Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Moses Man - To June 2023 (Committee Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mark Osborne - To Nov 2023 (Committee Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Fabio Concesi - To Dec 2023 (Committee Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Stephen Foster (Committee Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Thomas Giordano-Lascari (Committee Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Marina Cristiani (Committee Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kathryn Von Matthiessen (Committee Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Craig Redler (Committee Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael S Schiff (Committee Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Rebecca Tunney (Committee Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jarriot Rook (Committee Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mark Jamison (Committee Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Aaron Farmer (Committee Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sara Pike - To Sep 2023 (Committee Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Neil Schoenblum (Committee Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mathew Teagarden (Committee Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Andrew Moore (Committee Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sara Scofield (Committee Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Madelayne Cordero (Committee Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Helen Cheng (Committee Member)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.step.org

Where can I find the form 990 for Society Of Trust And Estate Practitioners Us Inc?

Society Of Trust And Estate Practitioners Us Inc's most recent form 990 was submitted in 2024 and can be accessed here.


Official website here: www.step.org

Learn more at the official website: www.step.org

Mission Statement of Society Of Trust And Estate Practitioners Us Inc

The Society of Trust and Estate Practitioners US Inc is a professional organization that dedicates its mission to providing education on complex international private client matters. This esteemed organization serves as a hub for professionals seeking to expand their knowledge in this specialized field. Their primary program services include monthly educational meetings, webinars, annual conferences, and special educational events. By offering these resources, the Society of Trust and Estate Practitioners US Inc empowers its members to navigate the intricate world of international private client matters with confidence and expertise. Through these educational opportunities, the organization fosters a community of professionals committed to staying informed and up-to-date on the latest trends and developments in their field.

Shop smarter and support your favorite cause with the Give Freely browser extension. Save money with coupons and donate to charity with a single click. Download now!

Impact




October, 2024

The Society Of Trust And Estate Practitioners US Inc plays a crucial role in advancing the knowledge and competence of professionals involved in international private client matters. By offering monthly educational meetings, webinars, and annual conferences, the organization fosters a robust environment for continuous learning and professional development.

These activities not only enhance individual expertise but also elevate the standards of practice across the field, ensuring that practitioners are well-equipped to navigate complex international legal and tax regulations. The organization’s focus on education and shared knowledge addresses the evolving needs of clients and contributes to better decision-making in trust and estate planning. As a result, the Society serves as a vital resource in bolstering community improvement through informed professional practices.




This information is meant to be a general summary of Society Of Trust And Estate Practitioners Us Inc. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$659,686 (2024)
Expenses
$720,402 (2024)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2024.

  • Investment Income: $2,624
  • Program Service Revenue: $646,010
  • Gross Receipts: $659,686

Assets and Liabilities:

  • Total Assets: $1,060,484
  • Total Liabilities: $81,450
  • Net Assets: $979,034

Want to help this charity, for free? You can click here to learn more about Give Freely

Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

CONFERENCES & MEETINGS

Revenue

$614,090

MEMBERSHIP DUES

Revenue

$31,920

Organization Details

Founding Year

2009

Principal Officer

Paul Sczudlo

NTEE Category

Code: S41 - Community improvement

If you are a representative of Society Of Trust And Estate Practitioners Us Inc and wish to learn more about how Give Freely can help you raise funds, please click here: https://givefreely.com/nonprofits/. Our services are offered at no cost to your organization.