Estate Planning Council Of Cleveland Inc
- Assets
- $53.2k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Westlake, OH
- Founding
- 06/1997
- Data as of
- 06/2022
- EIN
- 34-1442716
Organization Overview
Estate Planning Council Of Cleveland Inc is located in Westlake, OH. The organization was established in 1997. According to its NTEE Classification (P99) the organization is classified as: Human Services N.E.C., under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Estate Planning Council Of Cleveland Inc is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 06/2022, Estate Planning Council Of Cleveland Inc generated $57.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (4.7%) each year. All expenses for the organization totaled $67.0k during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (3.3%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3
THE ESTATE PLANNING COUNCIL, INC. CONDUCTS FORUMS ON TECHNICAL ISSUES ASSOCIATED WITH ESTATE PLANNING. A SPEAKER IS ENGAGED TO LECTURE ON VARIOUS ESTATE PLANNING TOPICS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Dana Marie Decapite Immediate Past President | 2 | $0 | |
Laura Kiick Vice President | 2 | $0 | |
Katherine Wensink Treasurer | 2 | $0 | |
Michael H Novak Program Chair | 2 | $0 | |
Elaine Eisner President | 2 | $0 | |
Barbara Theofilos Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $24,791 |
| Membership dues | $32,555 |
| Investment income | $3 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $57,349 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $0 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $2,045 |
| Other expenses | $64,919 |
| Total expenses | $66,964 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $46,832 |
| Other assets | $0 |
| Total assets | $53,241 |
| Total liabilities | $10,000 |
| Net assets or fund balances | $43,241 |
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