Centre Region Estate Planning Council
- Assets
- $3.1k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- State College, PA
- Founding
- 08/2014
- Data as of
- 12/2022
- EIN
- 45-2560866
Organization Overview
Centre Region Estate Planning Council is located in State College, PA. The organization was established in 2014. According to its NTEE Classification (W03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Public & Societal Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Centre Region 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.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3
IN ADDITION TO PROVIDING OUR MEMBERS WITH LEIMBERG ACCESS WE ALSO HOST A NUMBER OF EVENTS THOUGH OUT THE YEAR WITH SPEAKERS ON RELEVANT TOPICS. IN 2022 SPEAKER AMANDA HARVEY, CFT, VP AND SENIOR RESIDENT, INSTITUTE FOR FAMILY SUCCESS WITH PNC PRESENTED ON THE TOPIC PERSONAL MONEY STORIES WITHIN FAMILIES OF WEALTH AND MANAGING THE 7 FAMILY SUCCESS FACTORS. THE PRESENTATION FOCUSED ON TRANSITIONING OF FAMILY WEALTH AND NAVIGATING THE QUALITATIVE ASPECTS OF CLIENT ENGAGEMENTS. WE ALSO HOSTED A GATHER AROUND THE HOLIDAY SEASON TO ALLOW NETWORKING AND OPEN DISCUSSION OF UPCOMING TOPICS THAT WOULD AFFECT THE UPCOMING YEAR.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Drew Wetzel President | 2 | $0 | |
Julia Robinson Vice President | 2 | $0 | |
Michelle Steudler Secretary | 0.5 | $0 | |
Treasurer Kerry Tolton | 1 | $0 | |
Christopher Carver Past President Board Of Directors | 1 | $0 | |
Addison Bartlett Board Of Directors | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Membership dues | $2,425 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | -$752 |
| Other Revenue | $0 |
| Total Revenue | $1,673 |
| 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 | $0 |
| Other expenses | $2,391 |
| Total expenses | $2,391 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $3,060 |
| Other assets | $0 |
| Total assets | $3,060 |
| Total liabilities | $0 |
| Net assets or fund balances | $3,060 |