Estate Planning Council Of Portland Inc
- Assets
- $213.2k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Portland, OR
- Founding
- 10/1981
- Data as of
- 04/2023
- EIN
- 93-0793336
Organization Overview
Estate Planning Council Of Portland Inc is located in Portland, OR. The organization was established in 1981. According to its NTEE Classification (S40) the organization is classified as: Business & Industry, 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. Estate Planning Council Of Portland 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 04/2023, Estate Planning Council Of Portland Inc generated $174.9k in total revenue. The organization has seen a slow decline revenue. Over the past 8 years, revenues have fallen by an average of (0.9%) each year. All expenses for the organization totaled $177.3k during the year ending 04/2023. As we would expect to see with falling revenues, expenses have declined by (0.5%) per year over the past 8 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
2023
Describe the Organization's Program Activity:
Part 3
FOUR TWO-HOUR SEMINARS ON VARIOUS ESTATE PLANNING TOPICS PRESENTED TO THE MEMBERSHIP AND THEIR GUESTS DURING THE YEAR. ALSO, AN ALL-DAY ESTATE PLANNING CONFERENCE PRESENTED TO THE MEMBERSHIP AND ESTATE PLANNING COMMUNITY OF OREGON.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Richard C Pogue President | 1 | $0 | |
Michele E Wasson Vice President | 1 | $0 | |
Kimberly A Spaulding Secretary | 1 | $0 | |
Samantha Pahlow Treasurer | 1 | $0 | |
Eric Hormel Past President | 1 | $0 | |
Joylyn Ankeney Director At Large | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $59,323 |
| Total Program Service Revenue | $83,103 |
| Membership dues | $28,963 |
| Investment income | $49 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $3,414 |
| Total Revenue | $174,852 |
| 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 | $12,890 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $164 |
| Other expenses | $164,279 |
| Total expenses | $177,333 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $213,241 |
| Other assets | $0 |
| Total assets | $213,241 |
| Total liabilities | $0 |
| Net assets or fund balances | $213,241 |