Berks County Estate Planning Council
- Assets
- $13.4k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Reading, PA
- Founding
- Data as of
- 06/2021
- EIN
- 83-1043106
Organization Overview
Berks County Estate Planning Council is located in Reading, PA. 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. Berks County Estate Planning Council 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 06/2021, Berks County Estate Planning Council generated $10.7k in total revenue. The organization has seen a slow decline revenue. Over the past 2 years, revenues have fallen by an average of (1.6%) each year. All expenses for the organization totaled $8.9k during the year ending 06/2021. As we would expect to see with falling revenues, expenses have declined by (1.2%) per year over the past 2 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
2021
Describe the Organization's Program Activity:
Part 3
HELPING OUR MEMBERS BEST SERVE THEIR CLIENTS THROUGH CONTINUING EDUCATION AND NETWORKING OPPORTUNITIES THAT PROMOTE EXCELLENCE IN PROFESSIONALISM.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sarah L Rubright Mccahon ESQ President | 1 | $0 | |
Kristy Peat Ferraro CPA Secretary | 1 | $0 | |
Tricia Salvatore Ludgate CFP Treasurer | 1 | $0 | |
Ryan Hurst Immediate Past President | 1 | $0 | |
Martin A Darocha CPA Director | 1 | $0 | |
Michael Dinan CFP Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $492 |
| Total Program Service Revenue | $0 |
| Membership dues | $10,159 |
| Investment income | $2 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $10,653 |
| 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 | $3,876 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $4,990 |
| Total expenses | $8,866 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $13,431 |
| Other assets | $0 |
| Total assets | $13,431 |
| Total liabilities | $0 |
| Net assets or fund balances | $13,431 |
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