Society of Trust and Estate Practitioners - US INC
EIN 264520720 · CA · 501(c)06
The organisation
- 10250 CONSTELLATION BLVD STE 1400, LOS ANGELES, CA, 90067-6212, CA 90067-6212
- Classified purpose: Community Improvement & Capacity Building
- Size band: 6
Source: IRS Tax-Exempt Organization filings and the Exempt Organization Business Master File. US Federal Government public domain. Board history observed across annual filings.
Board at a glance
Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 23 voting members of its governing body on its latest Form 990 Part VI; we list 29 in Part VII (Part VII does not always name every voting member).
Renewal outlook
Medium-priority approach observed from annual filings
- 10 board members were on the previous filing but not the latest one - several seats appear to have opened.
- The board chair has served at least 7 years (observed across filings) - a chair transition may be approaching.
A computed likelihood from the observed filing history and filed revenue. It is not a confirmed vacancy, and this edition never states that a nonprofit is recruiting. "Departures" mean a board member was on the previous filing but not the latest one, which usually means a seat opened but can also mean they were simply not listed that year.
Filed finances
| Tax year | Total revenue | Total expenses |
|---|---|---|
| 2024 | $821k | $776k |
As filed on the IRS Form 990.
The board (directors and trustees)
| Name | Title as filed | On the filings |
|---|---|---|
| Christopher Reimer Chair | IMMEDIATE PAST CHAIR | on filings since 2018 (at least 7y) |
| Paul Sczudlo Chair | CHAIR | on filings since 2018 (at least 7y) |
| Aaron Farmer | COMMITTEE MEMBER | on filings since 2018 (at least 7y) |
| Abbie Flaherty - FR MAY 2024 | COMMITTEE MEMBER | first appears 2025 |
| AMY Staehr | SECRETARY | on filings since 2018 (at least 7y) |
| AMY Szostak - FR April 24 | COMMITTEE MEMBER | first appears 2025 |
| Andrew Moore | COMMITTEE MEMBER | on filings since 2024 (at least 1y) |
| Beatriz Andrikopoulos - to MAY 2024 | COMMITTEE MEMBER | first appears 2025 |
| Christie Brush - FR MAY 2024 | COMMITTEE MEMBER | first appears 2025 |
| Christopher Callahan - FR April 24 | COMMITTEE MEMBER | first appears 2025 |
| Craig Redler | COMMITTEE MEMBER | on filings since 2023 (at least 2y) |
| Ellen Kratzer - to April 2024 | COMMITTEE MEMBER | first appears 2025 |
| Helen Cheng | COMMITTEE MEMBER | on filings since 2024 (at least 1y) |
| Jarriot Rook | COMMITTEE MEMBER | on filings since 2023 (at least 2y) |
| Kathryn VON Matthiessen | COMMITTEE MEMBER | on filings since 2023 (at least 2y) |
| Kent Lawson - FR July 2024 | COMMITTEE MEMBER | first appears 2025 |
| Lewis Linn | VICE CHAIR | on filings since 2023 (at least 2y) |
| Madelayne Cordero | COMMITTEE MEMBER | on filings since 2024 (at least 1y) |
| Marianne Kayan | TREASURER | on filings since 2023 (at least 2y) |
| Marina Cristiani | COMMITTEE MEMBER | on filings since 2023 (at least 2y) |
| Mark Jamison - to MAY 2024 | COMMITTEE MEMBER | first appears 2025 |
| Mathew Teagarden | COMMITTEE MEMBER | on filings since 2024 (at least 1y) |
| Neil Schoenblum | COMMITTEE MEMBER | on filings since 2018 (at least 7y) |
| Rebecca Tunney | COMMITTEE MEMBER | on filings since 2023 (at least 2y) |
| Reetu Pepoff - to April 2024 | COMMITTEE MEMBER | first appears 2025 |
| Sara Pike - to April 2024 | COMMITTEE MEMBER | first appears 2025 |
| Sara Scofield | COMMITTEE MEMBER | on filings since 2024 (at least 1y) |
| Stephen Foster - to July 2024 | COMMITTEE MEMBER | first appears 2025 |
| Thomas Giordano-Lascari | COMMITTEE MEMBER | on filings since 2023 (at least 2y) |
The board is the directors and trustees named in Part VII of the organisation's annual IRS Form 990; officers and senior staff are listed separately below, not counted as board. The IRS files no appointment date, so tenure here is observed from how many years a person appears on the filings - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.
Source: IRS Tax-Exempt Organization filings and the Exempt Organization Business Master File. US Federal Government public domain. Board history observed across annual filings.