Estate Planning Council Of Westchester C

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

EIN: 237129676 ✦ Bronxville, NY ✦ Designated as a 501(c)(6)

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Overview

What is Estate Planning Council Of Westchester C?

The Estate Planning Council of Westchester C is a nonprofit organization that serves as a platform for professionals specializing in Estate Planning. Their primary purpose is to promote collaboration and understanding among life insurance underwriters, trust officers, attorneys, accountants, and other relevant parties involved in Estate Planning. They achieve this objective by organizing educational meetings and events on topics pertinent to Estate Planning professionals. The council's objective is to foster cooperation among these professionals, ultimately aiming to improve the overall Estate Planning process.


Official website here: www.epcwc.org

Is Estate Planning Council Of Westchester C legitimate?

Estate Planning Council Of Westchester C is a legitimate nonprofit organization registered as a 501(c)(6) entity. Estate Planning Council Of Westchester C 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.epcwc.org

What is the mission statement of Estate Planning Council Of Westchester C?

The Estate Planning Council Of Westchester C has a mission to promote understanding and collaboration among professionals involved in estate planning, including life insurance underwriters, trust officers, attorneys, accountants, and others. Their objective is to foster cooperation within these disciplines. This association, dedicated to the field of estate planning, organizes events and meetings to share insights on topics of interest to professionals in this sector.


Official website here: www.epcwc.org

Who is the CEO of Estate Planning Council Of Westchester C?

Unavailable


Official website here: www.epcwc.org

What is the revenue of Estate Planning Council Of Westchester C?

Estate Planning Council Of Westchester C's revenue in 2023 was $44,249.


Official website here: www.epcwc.org

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


Here are 12 key members and their salaries:


Joanna C Feldman (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Edward Avery (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Paul M Millman (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael K Rosenman (Immediate Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Stephanie Giroux (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joanne Brady (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Bharti Gupta (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lisa Keating-Gradilone (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Pattl Iengo (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mara Rabin (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Elyse L Schajer (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Gina Sinon (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.epcwc.org

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

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


Official website here: www.epcwc.org

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

Mission Statement of Estate Planning Council Of Westchester C

The Estate Planning Council of Westchester C is an organization with a mission to promote understanding and collaboration between various professionals involved in estate planning. This includes life insurance underwriters, trust officers, attorneys, accountants, and any other parties associated with this field. The council strives to encourage cooperation among these professionals, aiming to improve their shared understanding of estate planning and the roles each plays. The Estate Planning Council of Westchester C serves as a platform for these professionals, hosting meetings and events on topics of interest within the estate planning sphere. By facilitating this exchange of knowledge and ideas, the council aims to enhance the overall effectiveness of estate planning practices.

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Impact




October, 2024

The Estate Planning Council of Westchester County plays a crucial role in enhancing the effectiveness and synergy among various professionals involved in estate planning. By fostering a deeper understanding of the roles of life insurance underwriters, trust officers, attorneys, accountants, and other relevant parties, the council promotes collaboration that can lead to more comprehensive and effective estate planning solutions for clients.

Through educational events and meetings focused on relevant topics, the council provides a platform for professionals to share insights, best practices, and strategies, thereby elevating the standard of service offered in the field. This not only benefits the professionals involved but also positively impacts the community by ensuring that individuals and families receive well-rounded guidance for their estate planning needs.

By encouraging cooperation among different disciplines, the Estate Planning Council of Westchester County strengthens the network of professionals who can work together to address the complexities of estate planning, ultimately leading to better outcomes for clients. This collaborative environment supports continuous professional growth and contributes to the overall improvement of community resources in estate planning.




This information is meant to be a general summary of Estate Planning Council Of Westchester C. 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
$44,249 (2023)
Expenses
$43,130 (2023)
Efficiency

Other financial information:

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

  • Investment Income: $17
  • Program Service Revenue: $4,770
  • Gross Receipts: $44,249

Assets and Liabilities:

  • Total Assets: $60,797
  • Total Liabilities: $85
  • Net Assets: $60,712

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Organization Details

Main Address

150 ELLISON AVE, BRONXVILLE, NY, 10708

NTEE Category

Code: S40 - Community improvement

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