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Nonprofit · EIN 27-4395855

AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL INC

Also known as ACTEC

Tax-exempt · WASHINGTON, DC 20005

Financials

$7.4M$8M2022$8.9M$8.7M2023$9.1M$9.2M2024
Revenue Expenses · by fiscal year end
Financials of AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990$9,067,043$9,171,074-$104,031$7,725,742$3,463,447$4,262,295
April 30, 2024990$8,900,341$8,660,170$240,171$9,365,873$5,112,002$4,253,871
April 30, 2023990$7,424,706$7,966,770-$542,064$7,449,896$3,404,022$4,045,874
Financial details: 990 for the year ended April 30, 2025

Revenue

Contributions, gifts and grants
$50,000
Program service revenue
$8,812,964
Investment income
$199,102
Royalties
$3,792
Net gain from sales of assets
$60,465
Other revenue
$4,977

Expenses

Grants and similar amounts paid
$2,000
Compensation of officers, directors and key employees
$492,726
Other salaries and wages
$1,640,083
Salaries, compensation and benefits (total)
$2,602,836
Professional fundraising fees
$0
Accounting fees
$99,765
Occupancy
$345,629
Travel
$239,183
Depreciation
$76,829

Balance sheet and other

Total assets, start of year
$9,365,873
Total assets, end of year
$7,725,742
Total liabilities, end of year
$3,463,447
Net assets, end of year
$4,262,295
Land, buildings and equipment
$203,655
Publicly traded securities
$4,225,110
Net assets without donor restrictions
$4,262,295
Gross receipts
$10,692,596
Employees
17
Volunteers
43
Year formed
2010
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 April 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
DEBORAH O MCKINNONEXECUTIVE DIRECTOR
Officer
34$504,813$36,372
DYLAH E WALLENIUSMEETINGS DIRECTOR
Highest-paid employee
40$158,581$38,214
REBECCA VANDALLDIRECTOR, COMMUNICATIONS & MARKETING
Highest-paid employee
40$163,960$8,248
VIRNA J TAVAREZSTATE & REGIONAL MEETINGS
Highest-paid employee
40$138,841$30,299
AMY CRAWFORDDIRECTOR, MEMBERSHIP & FOUNDATION MANAGEMENT
Highest-paid employee
40$127,306$40,169
DEBORAH OBERSTCONTROLLER
Highest-paid employee
40$138,127$25,665
PETER S GORDONPRESIDENT
Trustee or director, Officer
10$0$0
MARGARET G LODISEPRESIDENT-ELECT
Trustee or director, Officer
10$0$0
MELISSA J WILLMSVICE PRESIDENT
Trustee or director, Officer
10$0$0
ELAINE M BUCHERTREASURER
Trustee or director, Officer
10$0$0
MARGARET EW SAGERSECRETARY
Trustee or director, Officer
10$0$0
SUSAN D SNYDERIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
10$0$0
KURT A SOMMERIMMEDIATE PAST PRESIDENT (TO MAR '25)
Trustee or director
2$0$0
FARHAD AGHDAMIREGENT
Trustee or director
2$0$0
SHANNON K BARKSREGENT
Trustee or director
2$0$0
34 more people on this return
NameTitleHours / weekCompensation
LEIGH-ALEXANDRA BASHAREGENT
Trustee or director
2$0
EDWARD J BECKWITHMEMBER AT LARGE (FROM MAR '25)
Trustee or director
2$0
BRAD BEDINGFIELDREGENT
Trustee or director
2$0
SARAH S BUTTERSREGENT
Trustee or director
2$0
STEPHANIE B CASTEELREGENT
Trustee or director
2$0
TAMI CONETTAREGENT
Trustee or director
2$0
LORA G DAVISREGENT
Trustee or director
2$0
S GRAY EDMONDSONREGENT
Trustee or director
2$0
LYAT EYALREGENT
Trustee or director
2$0
DANA G FITZSIMONS JRREGENT
Trustee or director
2$0
GREGORY V GADARIANREGENT
Trustee or director
2$0
MIRIAM W HENRYREGENT
Trustee or director
2$0
ELIZABETH HOLLAND HUTCHINSREGENT (TO MAR '25)
Trustee or director
2$0
JOSHUA E HUSBANDSREGENT
Trustee or director
2$0
SHAHEEN I IMAMIREGENT
Trustee or director
2$0
KIM KAMINREGENT
Trustee or director
2$0
CYNTHIA G LAMAR-HARTREGENT
Trustee or director
2$0
JAMES D LAMMMEMBER AT LARGE
Trustee or director
2$0
KEVIN MATZREGENT
Trustee or director
2$0
MICHELLE A W MCKINNONREGENT
Trustee or director
2$0
STEVEN K MIGNOGNAREGENT
Trustee or director
2$0
RAYMOND CLIFFORD ODOMREGENT
Trustee or director
2$0
BENETTA Y PARKREGENT
Trustee or director
2$0
JEFFERY T PEETZREGENT
Trustee or director
2$0
TARA ANNE PLEATREGENT (FROM MAR '25)
Trustee or director
2$0
MICHAELLE D RAFFERTYREGENT
Trustee or director
2$0
CAROLYN ANN REERSREGENT
Trustee or director
2$0
PROF RONALD J SCALISEREGENT
Trustee or director
2$0
SUSAN SHIELDSREGENT
Trustee or director
2$0
JEFFERY C THEDEMEMBER AT LARGE
Trustee or director
2$0
STEVEN E TRYTTENREGENT
Trustee or director
2$0
STEPHANIE M TUTHILLREGENT
Trustee or director
2$0
SUZANNE BROWN WALSHREGENT
Trustee or director
2$0
LAUREN WOLVENREGENT
Trustee or director
2$0
990 for the year ended April 30, 2024: 55 people
NameTitleHours / weekCompensationOther / benefits
DEBORAH O MCKINNONEXECUTIVE DIRECTOR
Officer
34$471,933$34,431
DYLAH E WALLENIUSMEETINGS DIRECTOR
Highest-paid employee
40$152,892$35,884
VIRNA J TAVAREZSTATE & REGIONAL MEETINGS
Highest-paid employee
40$138,736$28,268
REBECCA VANDALLDIRECTOR, COMMUNICATIONS & MARKETING
Highest-paid employee
40$158,300$7,915
DEBORAH OBERSTCONTROLLER
Highest-paid employee
40$133,577$23,541
AMY CRAWFORDDIRECTOR, MEMBERSHIP & FOUNDATION MANAGEMENT
Highest-paid employee
40$120,027$35,510
SUSAN D SNYDERPRESIDENT
Trustee or director, Officer
10$0$0
PETER S GORDONPRESIDENT-ELECT
Trustee or director, Officer
10$0$0
MARGARET G LODISEVICE PRESIDENT
Trustee or director, Officer
10$0$0
MELISSA J WILLMSTREASURER
Trustee or director, Officer
10$0$0
ELAINE M BUCHERSECRETARY (FROM MAR '24)
Trustee or director, Officer
10$0$0
ROBERT W GOLDMANIMMEDIATE PAST PRESIDENT (TO MAR '24)
Trustee or director, Officer
10$0$0
KURT A SOMMERIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
10$0$0
FARHAD AGHDAMIREGENT
Trustee or director
2$0$0
SHANNON K BARKSREGENT
Trustee or director
2$0$0
LEIGH-ALEXANDRA BASHAREGENT
Trustee or director
2$0$0
BRAD BEDINGFIELDREGENT
Trustee or director
2$0$0
GERRY W BEYERREGENT (TO MAR '24)
Trustee or director
2$0$0
LORA L BROWNREGENT (TO MAR '24)
Trustee or director
2$0$0
SARAH S BUTTERSREGENT (FROM MAR '24)
Trustee or director
2$0$0
STEPHANIE B CASTEELREGENT
Trustee or director
2$0$0
TAMI CONETTAREGENT
Trustee or director
2$0$0
LORA G DAVISREGENT (FROM MAR '24)
Trustee or director
2$0$0
S GRAY EDMONDSONREGENT (FROM MAR '24)
Trustee or director
2$0$0
LYAT EYALREGENT
Trustee or director
2$0$0
DANA G FITZSIMONS JRREGENT
Trustee or director
2$0$0
GREGORY V GADARIANREGENT
Trustee or director
2$0$0
CHRISTOPHER H GADSENREGENT (TO MAR '24)
Trustee or director
2$0$0
MIRIAM W HENRYREGENT
Trustee or director
2$0$0
ELIZABETH HOLLAND HUTCHINSREGENT
Trustee or director
2$0$0
JOSHUA E HUSBANDSREGENT
Trustee or director
2$0$0
SHAHEEN I IMAMIREGENT (FROM MAR '24)
Trustee or director
2$0$0
KIM KAMINREGENT
Trustee or director
2$0$0
BETH SHAPIRO KAUFMANREGENT (TO MAR '24)
Trustee or director
2$0$0
CYNTHIA G LAMAR-HARTREGENT
Trustee or director
2$0$0
JAMES D LAMMMEMBER AT LARGE
Trustee or director
2$0$0
BRIDGET A LOGSTROM KOCIREGENT (TO MAR '24)
Trustee or director
2$0$0
KEVIN MATZREGENT (FROM MAR '24)
Trustee or director
2$0$0
MICHELLE A W MCKINNONREGENT
Trustee or director
2$0$0
STEVEN K MIGNOGNAREGENT
Trustee or director
2$0$0
PETER T MOTTREGENT (TO MAR '24)
Trustee or director
2$0$0
RAYMOND CLIFFORD ODOMREGENT
Trustee or director
2$0$0
BENETTA Y PARKREGENT
Trustee or director
2$0$0
JEFFERY T PEETZREGENT
Trustee or director
2$0$0
MICHAELLE D RAFFERTYREGENT
Trustee or director
2$0$0
CAROLYN ANN REERSREGENT
Trustee or director
2$0$0
MARGARET EW SAGERMEMBER AT LARGE
Trustee or director
2$0$0
PROF RONALD J SCALISEREGENT (FROM MAR '24)
Trustee or director
2$0$0
SUSAN SHIELDSREGENT
Trustee or director
2$0$0
JAMES D SPRATT JRMEMBER AT LARGE (TO MAR '24)
Trustee or director
2$0$0
JEFFERY C THEDEMEMBER AT LARGE (FROM MAR '24)
Trustee or director
2$0$0
STEVEN E TRYTTENREGENT
Trustee or director
2$0$0
STEPHANIE M TUTHILLREGENT
Trustee or director
2$0$0
SUZANNE BROWN WALSHREGENT
Trustee or director
2$0$0
LAUREN WOLVENREGENT
Trustee or director
2$0$0
990 for the year ended April 30, 2023: 57 people
NameTitleHours / weekCompensationOther / benefits
DEBORAH O MCKINNONEXECUTIVE DIRECTOR
Officer
34$445,000$33,812
DYLAH E WALLENIUSMEETINGS DIRECTOR
Highest-paid employee
39.2$146,730$33,433
VIRNA J TAVAREZSTATE & REGIONAL MEETINGS
Highest-paid employee
39.2$135,917$26,582
DEBORAH OBERSTCONTROLLER
Highest-paid employee
36$129,085$22,524
AMY CRAWFORDCOMMITTEES & CLE DIRECTOR
Highest-paid employee
28.8$118,194$33,307
REBECCA VANDALLDIRECTOR, COMMUNICATIONS & MARKETING
Highest-paid employee
39.2$139,000$5,885
KURT A SOMMERPRESIDENT
Trustee or director, Officer
10$0$0
SUSAN D SNYDERPRESIDENT-ELECT
Trustee or director, Officer
10$0$0
PETER S GORDONVICE PRESIDENT
Trustee or director, Officer
10$0$0
MARGARET G LODISETREASURER
Trustee or director, Officer
10$0$0
MELISSA J WILLMSSECRETARY
Trustee or director, Officer
10$0$0
ANN B BURNSIMMEDIATE PAST PRESIDENT (IPP) (TO MAR '23)
Trustee or director, Officer
10$0$0
ROBERT W GOLDMANIMMEDIATE PAST PRESIDENT (IPP)
Trustee or director, Officer
10$0$0
FARHAD AGHDAMIREGENT
Trustee or director
2$0$0
SHANNON K BARKSREGENT
Trustee or director
2$0$0
LEIGH-ALEXANDRA BASHAREGENT
Trustee or director
2$0$0
BRAD BEDINGFIELDREGENT
Trustee or director
2$0$0
GERRY W BEYERREGENT
Trustee or director
2$0$0
LORA L BROWNREGENT
Trustee or director
2$0$0
ELAINE M BUCHERREGENT (TO MAR '23)
Trustee or director
2$0$0
STEPHANIE B CASTEELREGENT
Trustee or director
2$0$0
TAMI CONETTAREGENT
Trustee or director
2$0$0
MICKEY R DAVISREGENT (TO MAR '23)
Trustee or director
2$0$0
LAUREN Y DETZELREGENT
Trustee or director
2$0$0
LYAT EYALREGENT (FROM MAR '23)
Trustee or director
2$0$0
DANA G FITZSIMONS JRREGENT (FROM MAR '23)
Trustee or director
2$0$0
GREGORY V GADARIANREGENT
Trustee or director
2$0$0
CHRISTOPHER H GADSENREGENT
Trustee or director
2$0$0
STEVEN B GORINREGENT (TO MAR '23)
Trustee or director
2$0$0
LYNNE K GREENREGENT (TO MAR '23)
Trustee or director
2$0$0
MIRIAM W HENRYREGENT
Trustee or director
2$0$0
ELIZABETH HOLLAND HUTCHINSREGENT
Trustee or director
2$0$0
JOSHUA E HUSBANDSREGENT
Trustee or director
2$0$0
KIM KAMINREGENT
Trustee or director
2$0$0
BETH SHAPIRO KAUFMANREGENT
Trustee or director
2$0$0
TRENT S KIZIAHREGENT (TO MAR '23)
Trustee or director
2$0$0
CYNTHIA G LAMAR-HARTREGENT (FROM MAR '23)
Trustee or director
2$0$0
JAMES D LAMMREGENT
Trustee or director
2$0$0
BRIDGET A LOGSTROM KOCIREGENT
Trustee or director
2$0$0
MICHELLE A W MCKINNONREGENT (FROM MAR '23)
Trustee or director
2$0$0
NANCY MCLAUGHLINREGENT (TO MAR '23)
Trustee or director
2$0$0
STEVEN K MIGNOGNAREGENT
Trustee or director
2$0$0
PETER T MOTTREGENT
Trustee or director
2$0$0
RAYMOND CLIFFORD ODOMREGENT (FROM MAR '23)
Trustee or director
2$0$0
BENETTA Y PARKREGENT
Trustee or director
2$0$0
JEFFERY T PEETZREGENT (FROM MAR '23)
Trustee or director
2$0$0
MICHAELLE D RAFFERTYREGENT
Trustee or director
2$0$0
CAROLYN ANN REERSREGENT
Trustee or director
2$0$0
MARGARET EW SAGERMEMBER AT LARGE
Trustee or director
2$0$0
SUSAN SHIELDSREGENT (FROM MAR '23)
Trustee or director
2$0$0
JAMES D SPRATT JRMEMBER AT LARGE
Trustee or director
2$0$0
ROBERT E TEMMERMAN JRREGENT (TO MAR '23)
Trustee or director
2$0$0
JEFFREY THEDEMEMBER AT LARGE (FROM MAR '23)
Trustee or director
2$0$0
STEVEN E TRYTTENREGENT
Trustee or director
2$0$0
STEPHANIE M TUTHILLREGENT (FROM MAR '23)
Trustee or director
2$0$0
SUZANNE BROWN WALSHREGENT
Trustee or director
2$0$0
LAUREN WOLVENREGENT
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
901 15TH ST NW, WASHINGTON, DC 20005-2327
In care of
% BRENDAN MCGINN
Principal officer (990 for 2024)
DEBORAH O MCKINNON, 901 15TH STREET NW 525, WASHINGTON, DC 200052348
Signed the 990
ELAINE M BUCHER, TREASURER
Phone
(202) 684-8460
Return prepared by
JOHNSON LAMBERT LLP

Mission

ENHANCE THE ABILITY OF ACTEC MEMBERS TO PROVIDE THE MOST EFFICIENT AND HIGHEST QUALITY SERVICES TO THEIR CLIENTS; DEVELOP QUALIFIED TRUST AND ESTATE COUNSELORS; IMPROVE AND REFORM PROBATE, TRUST AND TAX LAWS, PROCEDURES, AND STANDARDS OF PROFESSIONAL RESPONSIBILITY; AND COOPERATE WITH BAR ASSOCIATIONS AND OTHER ORGANIZATIONS WITH SIMILAR MISSIONS.

990 for the year ended April 30, 2025

Program accomplishments

  • NATIONAL MEETINGS OF THE MEMBERSHIP TO DISCUSS ESTATE AND TRUST LAW.
  • ACTEC WEBSITE, PUBLICATIONS, AND OTHER OUTREACH.
  • REGIONAL MEETINGS OF ACTEC FELLOWS FROM STATES AND REGIONS TO DISCUSS ESTATE AND TRUST LAW.

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 April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990 on file
2023April 30, 2024September 16, 2024990 on file

IRS record

EIN
27-4395855
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2011
Accounting year ends
April
Files
Form 990 or 990-EZ
Assets (IRS master file)
$7,725,742
Income (IRS master file)
$10,692,596

Filing history

FormYear endedRevenueExpensesAssetsReturn
990April 2025$9,067,043$9,171,074$7,725,742XML
990April 2024$8,900,341$8,660,170$9,365,873XML
990April 2023$7,424,706$7,966,770$7,449,896XML
990April 2022$5,965,924$6,053,444$7,291,426IRS
990April 2021–––IRS
990April 2020–––IRS
990April 2019–––IRS
990April 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 27-4395855).

Questions about AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL INC

What is the EIN of AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL INC?
The employer identification number (EIN) of AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL INC is 27-4395855.
Is AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2011.
Are donations to AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL 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 AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL INC due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended April 2025.
Who is the principal officer of AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL INC?
The 990 for the year ended April 30, 2025 names DEBORAH O MCKINNON.
Who are the officers and directors of AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL INC?
The 990 for the year ended April 30, 2025 lists 49 people; 6 received compensation from the organization, the highest $504,813 (DEBORAH O MCKINNON, EXECUTIVE DIRECTOR).
How much revenue does AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL INC have?
On its 990 for the year ended April 30, 2025 it reported revenue of $9,067,043, expenses of $9,171,074 and total assets of $7,725,742 at year end.

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