Estate Planning Council Of Birmingham
- Assets
- $194.8k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Birmingham, AL
- Founding
- 05/1968
- Data as of
- 12/2022
- EIN
- 63-6065828
Organization Overview
Estate Planning Council Of Birmingham is located in Birmingham, AL. The organization was established in 1968. 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 Birmingham 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 12/2022, Estate Planning Council Of Birmingham generated $89.3k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 6.6% each year. All expenses for the organization totaled $67.8k during the year ending 12/2022. While expenses have increased by 3.9% per year over the past 8 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
2022
Describe the Organization's Program Activity:
Part 3
THE ORGANIZATION PROVIDES QUALIFIED CPE TO MEMBERS. IT ALSO SPONSORS AN OUTREACH PROGRAM TO THE METRO AREA, AT NO COST TO THE COMMUNITY, TO EDUCATE THE PUBLIC ON ESTATE PLANNING
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lynda J Lewis President | 3 | $0 | |
Cherion Sibley Past President | 1 | $0 | |
Howard Neiswender Vice President | 1 | $0 | |
Kimberly Reynolds Secretary | 1 | $0 | |
Morgan Gearhart Treasurer | 1 | $0 | |
Jeremy Burns Board Member | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $27,377 |
| Membership dues | $61,910 |
| Investment income | $15 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $89,302 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $8,450 |
| Professional fees and other payments to independent contractors | $687 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $58,678 |
| Total expenses | $67,815 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $194,761 |
| Other assets | $0 |
| Total assets | $194,761 |
| Total liabilities | $0 |
| Net assets or fund balances | $194,761 |