Red River Valley Estate Planning Council is located in Fargo, ND. The organization was established in 1995. According to its NTEE Classification (S41) the organization is classified as: Chambers of Commerce & Business Leagues, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Red River Valley Estate Planning Council is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 05/2023, Red River Valley Estate Planning Council generated $61.7k in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 1.2% each year. All expenses for the organization totaled $62.1k during the year ending 05/2023. While expenses have increased by 2.1% per year over the past 5 years. They've been increasing with an increasing level of total revenue. 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
2023
Describe the Organization's Program Activity:
Part 3
THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE A BETTER UNDERSTANDING OF THE MANAGMENT, PLANNING, AND SETTLEMENT OF ESTATES TO THE GENERAL PUBLIC AND THE ORGANIZATION'S MEMBERS.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Jared Miller Board Member | 0.5 | $0 | |
Jessica Westgard Larson Board Member | 0.5 | $0 | |
Matt Sullivan Immediate Past President | 1 | $0 | |
Chantal Stennerson President | 0.5 | $0 | |
Randy Heller Treasurer | 0.5 | $0 | |
Jan Nelson Secretary | 0.5 | $0 |
Statement of Revenue | |
---|---|
Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
Total Program Service Revenue | $7,750 |
Membership dues | $53,850 |
Investment income | $62 |
Gain or Loss | $0 |
Net Income from Gaming & Fundraising | $0 |
Other Revenue | $0 |
Total Revenue | $61,662 |
Statement of Expenses | |
---|---|
Grants and similar amounts paid | $0 |
Benefits paid to or for members | $0 |
Salaries, other compensation, and employee benefits | $12,000 |
Professional fees and other payments to independent contractors | $0 |
Occupancy, rent, utilities, and maintenance | $0 |
Printing, publications, postage, and shipping | $277 |
Other expenses | $49,839 |
Total expenses | $62,116 |
Balance Sheet | |
---|---|
Cash, savings, and investments | $85,298 |
Other assets | $0 |
Total assets | $89,048 |
Total liabilities | $0 |
Net assets or fund balances | $89,048 |