2024-10-03T13:44:53-05:00 2024-03-31 946214841 ARMANINO LLP 11766 WILSHIRE BLVD 9TH FLOOR LOS ANGELES CA 90025 990 2023-04-01 264520720 SOCIETY OF TRUST AND ESTATE PRACTITIONERS US INC SOCI 2132505800 10250 CONSTELLATION BOULEVARD 1400 LOS ANGELES CA 90067 PAUL SCZUDLO CHAIR 2132505800 2024-09-20 1 1 WANWAN ZHANG P01317662 3104784148 2024-09-20 2023 2024-10-15 13:58:12Z X STEP USA PAUL SCZUDLO 10250 CONSTELLATION BOULEVARD 1400 LOS ANGELES CA 90067 659686 0 X WWW.STEP.ORG/USA X 2009 DE PROFESSIONAL ORGANIZATION PROVIDING EDUCATION ON INTERNATIONAL PRIVATE CLIENT MATTERS 22 22 0 99 0 0 30000 10000 342498 646010 646 2624 0 1052 373144 659686 0 0 0 0 0 0 0 0 0 322162 720402 322162 720402 50982 -60716 1060484 981519 81450 63201 979034 918318 PROFESSIONAL ORGANIZATION PROVIDING EDUCATION ON INTERNATIONAL PRIVATE CLIENT MATTERS. 0 0 THE PRIMARY PROGRAM SERVICES ARE MONTHLY EDUCATIONAL MEETINGS, WEBINARS, ANNUAL CONFERENCES, AND SPECIAL EDUCATIONAL EVENTS. 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 5 0 1 0 0 0 0 0 1 1 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 CA X STEP WORLDWIDE 2073400500 11-19 ARTILLERY ROW LONDON SW1P 1RT UK X CHRISTOPHER REIMER CHAIR 1.00 X X 0 0 0 PAUL SCZUDLO VICE-CHAIR 1.00 X X 0 0 0 LEWIS LINN TREASURER 1.00 X X 0 0 0 ELLEN KRATZER IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 STEPHANIE KRIEGEL SECRETARY 1.00 X X 0 0 0 REETU PEPOFF COMMITTEE MEMBER 1.00 X 0 0 0 MOSES MAN - TO JUNE 2023 COMMITTEE MEMBER 1.00 X 0 0 0 MARK OSBORNE - TO NOV 2023 COMMITTEE MEMBER 1.00 X 0 0 0 FABIO CONCESI - TO DEC 2023 COMMITTEE MEMBER 1.00 X 0 0 0 STEPHEN FOSTER COMMITTEE MEMBER 1.00 X 0 0 0 THOMAS GIORDANO-LASCARI COMMITTEE MEMBER 1.00 X 0 0 0 MARINA CRISTIANI COMMITTEE MEMBER 1.00 X 0 0 0 KATHRYN VON MATTHIESSEN COMMITTEE MEMBER 1.00 X 0 0 0 CRAIG REDLER COMMITTEE MEMBER 1.00 X 0 0 0 MICHAEL S SCHIFF COMMITTEE MEMBER 1.00 X 0 0 0 REBECCA TUNNEY COMMITTEE MEMBER 1.00 X 0 0 0 JARRIOT ROOK COMMITTEE MEMBER 1.00 X 0 0 0 MARK JAMISON COMMITTEE MEMBER 1.00 X 0 0 0 AARON FARMER COMMITTEE MEMBER 1.00 X 0 0 0 SARA PIKE - TO SEP 2023 COMMITTEE MEMBER 1.00 X 0 0 0 NEIL SCHOENBLUM COMMITTEE MEMBER 1.00 X 0 0 0 MATHEW TEAGARDEN COMMITTEE MEMBER 1.00 X 0 0 0 ANDREW MOORE COMMITTEE MEMBER 1.00 X 0 0 0 SARA SCOFIELD COMMITTEE MEMBER 1.00 X 0 0 0 MADELAYNE CORDERO COMMITTEE MEMBER 1.00 X 0 0 0 HELEN CHENG COMMITTEE MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 10000 10000 CONFERENCES & MEETINGS 611430 614090 614090 MEMBERSHIP DUES 900099 31920 31920 646010 2624 2624 MISC INCOME 541900 1052 1052 1052 659686 646010 0 3676 2500 8195 350 20023 78977 8465 6929 585127 3673 LICENSES, FEES & PERMIT 4049 BOARD MEETING COSTS 1944 FOOD COSTS 170 720402 1007540 930580 33175 22675 19769 28264 1060484 981519 44087 2885 37363 59600 0 716 81450 63201 X 0 0 0 0 979034 918318 979034 918318 1060484 981519 -60716 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 DUE TO STEP GBC 716 716 FORM 990, PART VI, SECTION B, LINE 11B THE FINAL FORM 990 WAS REVIEWED AND APPROVED BY THE TREASURER, CHAIR, AND SECRETARY AND THEN A FULL COPY OF THE RETURN WAS SENT TO THE ENTIRE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY VERBALLY STATE THAT SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THE ORGANIZATION IS EDUCATIONAL AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. E. MUST REPORT ANY CONFLICTS TO THE CHAIR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. STEP WORLDWIDE 11-19 ARTILLERY ROW WESTMINSTER LONDON SW1P 1RT UK PROFESSIONAL EDUCATION UK N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0