Estate Planning Council Of Rochester

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 161351917 ✦ Penfield, NY ✦ Designated as a 501(c)(6)

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Overview

What is Estate Planning Council Of Rochester?

Estate Planning Council of Rochester is a nonprofit organization dedicated to fostering open discussions among its qualified members about mutual challenges in estate planning and administration. By staying informed on the latest developments, they ensure their members remain updated and equipped to handle these complex issues. Additionally, the council offers continuous education seminars on current topics related to estate planning, allowing members to expand their knowledge and skills. Overall, the Estate Planning Council of Rochester serves as a valuable resource for professionals in this field, encouraging collaboration and professional growth.


Official website here: www.epcrochester.org

Is Estate Planning Council Of Rochester legitimate?

Estate Planning Council Of Rochester is a legitimate nonprofit organization registered as a 501(c)(6) entity. Estate Planning Council Of Rochester submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Official website here: www.epcrochester.org

What is the mission statement of Estate Planning Council Of Rochester?

The Estate Planning Council of Rochester's mission is to facilitate open discussions among its qualified members, focusing on shared challenges in estate planning and administration. The council actively stays updated on advancements in this field and organizes continuing education seminars to address current issues. By doing so, it aims to educate its members and contribute to the progress of estate planning and administration.


Official website here: www.epcrochester.org

Who is the CEO of Estate Planning Council Of Rochester?

Richard Rivers is the Executive Director of Estate Planning Council Of Rochester.


Official website here: www.epcrochester.org

What is the revenue of Estate Planning Council Of Rochester?

Estate Planning Council Of Rochester's revenue in 2023 was $57,096.


Official website here: www.epcrochester.org

Who are the executives of Estate Planning Council Of Rochester and what are their salaries?


Here are 7 key members and their salaries:


Richard Rivers (Executive Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Elizabeth Thorley (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Maria Caton (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mary Szabat (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Victoria Kleehammer (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Richard Marchese (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Donald Twietmeyer (Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.epcrochester.org

Where can I find the form 990EZ for Estate Planning Council Of Rochester?

Estate Planning Council Of Rochester's most recent form 990EZ was submitted in 2023 and can be accessed here.


Official website here: www.epcrochester.org

Learn more at the official website: www.epcrochester.org

Mission Statement of Estate Planning Council Of Rochester

The Estate Planning Council of Rochester is an organization dedicated to promoting dialogue among its qualified members regarding common challenges in estate planning and administration. Its primary mission is to ensure that its members remain informed about the latest developments in this field. To achieve this, the council organizes continuing education seminars, focusing on current issues in estate planning and administration. By fostering such discussions and providing relevant educational resources, the Estate Planning Council of Rochester aims to equip its members with the necessary knowledge and skills to effectively navigate the complexities of estate planning.

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Impact




October, 2024

The Estate Planning Council of Rochester plays a crucial role in enhancing the competence and collaboration of professionals involved in estate planning and administration. By fostering discussions among qualified members, the Council addresses mutual challenges and ensures that its members remain informed about the latest developments in the field. This commitment to knowledge-sharing is reinforced through continuing education seminars that focus on current issues, helping professionals stay updated with best practices and legal changes.

The Council’s efforts contribute to a more informed community, leading to better estate planning outcomes for individuals and families. By facilitating connections among professionals, the Council not only supports individual growth but also enhances the overall effectiveness of estate planning practices in the region. In essence, the Estate Planning Council of Rochester significantly impacts both its members and the broader community by promoting excellence and innovation in estate planning.




This information is meant to be a general summary of Estate Planning Council Of Rochester. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$57,096 (2023)
Expenses
$57,593 (2023)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Investment Income: $1
  • Program Service Revenue: $2,100
  • Gross Receipts: $57,096

Assets and Liabilities:

  • Total Assets: $30,800
  • Total Liabilities: $0
  • Net Assets: $30,800

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Organization Details

Principal Officer

Richard Rivers

Main Address

54 Woodline Drive, Penfield, NY, 14445

NTEE Category

Code: S41 - Community improvement

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