SOCIETY OF TRUST AND ESTATE PRACTITIONERS US INC

EIN: 264520720 Community Improvement

LOS ANGELES, CA

Total Revenue
$820,537
Total Expenses
$776,188
Total Assets
$1,009,957
Net Assets
$962,667
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2009
Legal Domicile
DE
Principal Officer
PAUL SCZUDLO
Phone
2132505800
Tax Period
2024-04-01 to 2025-03-31

SOCIETY OF TRUST AND ESTATE PRACTITIONERS US INC, founded in 2009, is a small nonprofit in the Community Improvement sector that reported $821K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $776K left a modest 5% surplus.

Mission

PROFESSIONAL ORGANIZATION PROVIDING EDUCATION ON INTERNATIONAL PRIVATE CLIENT MATTERS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,000
Program Service Revenue $810,097
Investment Income $0
Other Revenue $440
TOTAL REVENUE $820,537

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $776,188
TOTAL EXPENSES $776,188

Year-over-Year Comparison

2024 2023 Change
Revenue $820,537 $659,686 +0.2%
Expenses $776,188 $720,402 +0.1%
Net Income $44,349 $-60,716 -1.7%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
23
Independent Members
23
Employees
N/A
Volunteers
100

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
29
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHRISTOPHER REIMER IMMEDIATE PAST CHAIR 1.00
Officer Director
$0 $0 $0
PAUL SCZUDLO CHAIR 1.00
Officer Director
$0 $0 $0
LEWIS LINN VICE CHAIR 1.00
Officer Director
$0 $0 $0
AMY STAEHR SECRETARY 1.00
Officer Director
$0 $0 $0
MARIANNE KAYAN TREASURER 1.00
Officer Director
$0 $0 $0
AARON FARMER COMMITTEE MEMBER 1.00
Director
$0 $0 $0
ABBIE FLAHERTY - FR MAY 2024 COMMITTEE MEMBER 1.00
Director
$0 $0 $0
AMY SZOSTAK - FR APRIL 24 COMMITTEE MEMBER 1.00
Director
$0 $0 $0
ANDREW MOORE COMMITTEE MEMBER 1.00
Director
$0 $0 $0
BEATRIZ ANDRIKOPOULOS - TO MAY 2024 COMMITTEE MEMBER 1.00
Director
$0 $0 $0
CHRISTIE BRUSH - FR MAY 2024 COMMITTEE MEMBER 1.00
Director
$0 $0 $0
CHRISTOPHER CALLAHAN - FR APRIL 24 COMMITTEE MEMBER 1.00
Director
$0 $0 $0
CRAIG REDLER COMMITTEE MEMBER 1.00
Director
$0 $0 $0
ELLEN KRATZER - TO APRIL 2024 COMMITTEE MEMBER 1.00
Director
$0 $0 $0
HELEN CHENG COMMITTEE MEMBER 1.00
Director
$0 $0 $0
JARRIOT ROOK COMMITTEE MEMBER 1.00
Director
$0 $0 $0
KATHRYN VON MATTHIESSEN COMMITTEE MEMBER 1.00
Director
$0 $0 $0
KENT LAWSON - FR JULY 2024 COMMITTEE MEMBER 1.00
Director
$0 $0 $0
MADELAYNE CORDERO COMMITTEE MEMBER 1.00
Director
$0 $0 $0
MARINA CRISTIANI COMMITTEE MEMBER 1.00
Director
$0 $0 $0
MARK JAMISON - TO MAY 2024 COMMITTEE MEMBER 1.00
Director
$0 $0 $0
MATHEW TEAGARDEN COMMITTEE MEMBER 1.00
Director
$0 $0 $0
NEIL SCHOENBLUM COMMITTEE MEMBER 1.00
Director
$0 $0 $0
REBECCA TUNNEY COMMITTEE MEMBER 1.00
Director
$0 $0 $0
REETU PEPOFF - TO APRIL 2024 COMMITTEE MEMBER 1.00
Director
$0 $0 $0
SARA PIKE - TO APRIL 2024 COMMITTEE MEMBER 1.00
Director
$0 $0 $0
SARA SCOFIELD COMMITTEE MEMBER 1.00
Director
$0 $0 $0
STEPHEN FOSTER - TO JULY 2024 COMMITTEE MEMBER 1.00
Director
$0 $0 $0
THOMAS GIORDANO-LASCARI COMMITTEE MEMBER 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $820,537 $776,188 $1,009,957 $44,349
2024 $659,686 $720,402 $981,519 $-60,716
2023 $373,144 $322,162 $1,060,484 $50,982
2022 $229,581 $87,364 $1,012,569 $142,217
2021 $144,434 $144,614 $965,782 $-180
2020 $613,684 $436,641 $982,269 $177,043
2019 $995,931 $775,174 $1,041,044 $220,757
2018 $813,781 $686,695 $824,228 $127,086
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