Nonprofit · EIN 26-4520720
SOCIETY OF TRUST AND ESTATE PRACTITIONERS - US INC
Tax-exempt (reinstated) · LOS ANGELES, CA 90067
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $820,537 | $776,188 | $44,349 | $1,009,957 | $47,290 | $962,667 |
| March 31, 2024 | 990 | $659,686 | $720,402 | -$60,716 | $981,519 | $63,201 | $918,318 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $10,000
- Program service revenue
- $810,097
- Investment income
- $0
- Other revenue
- $440
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $8,417
- Travel
- $10,990
Balance sheet and other
- Total assets, start of year
- $981,519
- Total assets, end of year
- $1,009,957
- Total liabilities, end of year
- $47,290
- Net assets, end of year
- $962,667
- Gross receipts
- $820,537
- Employees
- 0
- Volunteers
- 100
- Year formed
- 2009
- State of legal domicile
- DE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTOPHER REIMER | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 |
| PAUL SCZUDLO | CHAIR Trustee or director, Officer | 1 | $0 |
| LEWIS LINN | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| AMY STAEHR | SECRETARY Trustee or director, Officer | 1 | $0 |
| MARIANNE KAYAN | TREASURER Trustee or director, Officer | 1 | $0 |
| AARON FARMER | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| ABBIE FLAHERTY - FR MAY 2024 | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| AMY SZOSTAK - FR APRIL 24 | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| ANDREW MOORE | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| BEATRIZ ANDRIKOPOULOS - TO MAY 2024 | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| CHRISTIE BRUSH - FR MAY 2024 | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| CHRISTOPHER CALLAHAN - FR APRIL 24 | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| CRAIG REDLER | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| ELLEN KRATZER - TO APRIL 2024 | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| HELEN CHENG | COMMITTEE MEMBER Trustee or director | 1 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JARRIOT ROOK | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| KATHRYN VON MATTHIESSEN | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| KENT LAWSON - FR JULY 2024 | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| MADELAYNE CORDERO | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| MARINA CRISTIANI | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| MARK JAMISON - TO MAY 2024 | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| MATHEW TEAGARDEN | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| NEIL SCHOENBLUM | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| REBECCA TUNNEY | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| REETU PEPOFF - TO APRIL 2024 | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| SARA PIKE - TO APRIL 2024 | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| SARA SCOFIELD | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| STEPHEN FOSTER - TO JULY 2024 | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| THOMAS GIORDANO-LASCARI | COMMITTEE MEMBER Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 26 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTOPHER REIMER | CHAIR Trustee or director, Officer | 1 | $0 |
| PAUL SCZUDLO | VICE-CHAIR Trustee or director, Officer | 1 | $0 |
| LEWIS LINN | TREASURER Trustee or director, Officer | 1 | $0 |
| ELLEN KRATZER | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 |
| STEPHANIE KRIEGEL | SECRETARY Trustee or director, Officer | 1 | $0 |
| REETU PEPOFF | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| MOSES MAN - TO JUNE 2023 | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| MARK OSBORNE - TO NOV 2023 | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| FABIO CONCESI - TO DEC 2023 | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| STEPHEN FOSTER | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| THOMAS GIORDANO-LASCARI | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| MARINA CRISTIANI | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| KATHRYN VON MATTHIESSEN | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| CRAIG REDLER | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| MICHAEL S SCHIFF | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| REBECCA TUNNEY | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| JARRIOT ROOK | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| MARK JAMISON | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| AARON FARMER | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| SARA PIKE - TO SEP 2023 | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| NEIL SCHOENBLUM | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| MATHEW TEAGARDEN | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| ANDREW MOORE | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| SARA SCOFIELD | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| MADELAYNE CORDERO | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| HELEN CHENG | COMMITTEE MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 10250 CONSTELLATION BLVD STE 1400, LOS ANGELES, CA 90067-6212
- In care of
- % STEP USA
- Principal officer (990 for 2024)
- PAUL SCZUDLO, 10250 CONSTELLATION BOULEVARD 1400, LOS ANGELES, CA 90067
- Signed the 990
- PAUL SCZUDLO, CHAIR
- Phone
- (213) 250-5800
- Website
- WWW.STEP.ORG/USA
- Return prepared by
- ARMANINO ADVISORY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 26-4520720 or by the name SOCIETY OF TRUST AND ESTATE PRACTITIONERS - US INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
PROFESSIONAL ORGANIZATION PROVIDING EDUCATION ON INTERNATIONAL PRIVATE CLIENT MATTERS.
Program accomplishments
- THE PRIMARY PROGRAM SERVICES ARE MONTHLY EDUCATIONAL MEETINGS, WEBINARS, ANNUAL CONFERENCES, AND SPECIAL EDUCATIONAL EVENTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 26-4520720
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $1,009,957
- Income (IRS master file)
- $820,537
Revocation and reinstatement
- Exemption revoked
- August 15, 2012
- Posted by the IRS
- April 8, 2013
- Reinstated
- Effective August 15, 2012
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $820,537 | $776,188 | $1,009,957 | XML |
| 990 | March 2024 | $659,686 | $720,402 | $981,519 | XML |
| 990 | March 2023 | $373,144 | $322,162 | $1,060,484 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-4520720).
Questions about SOCIETY OF TRUST AND ESTATE PRACTITIONERS - US INC
- What is the EIN of SOCIETY OF TRUST AND ESTATE PRACTITIONERS - US INC?
- The employer identification number (EIN) of SOCIETY OF TRUST AND ESTATE PRACTITIONERS - US INC is 26-4520720.
- Is SOCIETY OF TRUST AND ESTATE PRACTITIONERS - US INC tax-exempt?
- Yes. The IRS revoked its exemption on August 15, 2012 and reinstated it effective August 15, 2012.
- Are donations to SOCIETY OF TRUST AND ESTATE PRACTITIONERS - US INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOCIETY OF TRUST AND ESTATE PRACTITIONERS - US INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOCIETY OF TRUST AND ESTATE PRACTITIONERS - US INC due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOCIETY OF TRUST AND ESTATE PRACTITIONERS - US INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of SOCIETY OF TRUST AND ESTATE PRACTITIONERS - US INC?
- The 990 for the year ended March 31, 2025 names PAUL SCZUDLO.
- Who are the officers and directors of SOCIETY OF TRUST AND ESTATE PRACTITIONERS - US INC?
- The 990 for the year ended March 31, 2025 lists 29 people; 0 received compensation from the organization.
- How much revenue does SOCIETY OF TRUST AND ESTATE PRACTITIONERS - US INC have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $820,537, expenses of $776,188 and total assets of $1,009,957 at year end.
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