International Academy of Estate and Trust Law

Nonprofit profile at a glance

EIN
953023678
IRS 990 coverage
2013–2025
Forms available
Form 990 2025, Form 990-EZ 2012
Location
Aurora, CO, USA
Phone
9545479766
Rating
65
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$677,571
Expenses
$469,338
Assets
$945,561
Liabilities
$99

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

17 people listed

Executive titles in this filing

  • Chad Hill (Executive Director)
  • Nicola Sacardo III (Vice President)
  • John S Riches (Vice President)
  • Christian Von Oertzen (Vice President)
  • Mark T Bridges (Vice President)
  • Allan W Blaikie (Vice President)

Highest reported compensation

  • Chad Hill (Executive Director): $82,663 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Bring together highly qualified and congenial members of the International Estate and Trust Legal Profession to advance the understanding and performance standards of the estate and trust legal profession worldwide.

What it reported doing in 2025

Members meet and collaberate periodically throughout the year to improve and enhance the ethical and performance standards of the estate and trust legal profession through the study, comparison and analysis of the legal procedures employed in various countries of the world so as to simplify and expedite the administration of justice internationally as it relates to estates and trusts. Members prepare papers and reports based upon the discussion and analysis of teh international legal procedures and present these papers and reports for member use and distribution to other appropriately interested parties.

Operating model

Revenue model
Earned-program. 97% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 68
  • Transparency & Controls: 90
  • Accountability: 10
  • Sustainability: 69
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 64.5%; rating input score 65
  • Program expense ratio: 96.1%; rating input score 96
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 6th percentile among comparable filings
  • Governance controls: 2 of 8 controls in place; rating input score 25
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Fail
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 30.7%; rating input score 82; 82nd percentile among comparable filings
  • Total-asset coverage ratio: 2.01; rating input score 65; 65th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 17.6%; rating input score 20; 20th percentile among comparable filings

Growth

  • Program expense growth: 8.1% per year; rating input score 100; 51st percentile among comparable filings
  • Revenue growth: 6.7% per year; rating input score 100; 46th percentile among comparable filings
  • Asset growth: 7.4% per year; rating input score 100; 45th percentile among comparable filings

Details

  • Where the money goes: 64.5% of revenue deployed · 96.1% of spending went to programs
  • Governance: 0 of 17 board members independent · 2 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $451K in reported program spending
  • Leadership: top reported pay $83K · 17 people listed
  • Consistency: 18 of 18 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 13 filing years from 2013 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Independent voting board scored 0/100.
  • High — Accountability: Governance controls: 5 of 7 not reported.
  • High — Sustainability: Officer compensation ratio scored 20/100.