The Estate Planning Council Of Cleveland Inc

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

EIN: 341442716 ✦ Westlake, OH ✦ Designated as a 501(c)(6)

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Overview

What is The Estate Planning Council Of Cleveland Inc?

The Estate Planning Council of Cleveland Inc is a nonprofit organization, dedicated to enlightening the community about estate planning matters and the services offered by estate planning experts. Through organized seminars, they delve into complex technical aspects of estate planning, inviting knowledgeable speakers to discuss various topics in this field. Their primary mission is to foster a better understanding of estate planning, empowering individuals with the necessary information about the services provided by professionals in this domain.


Official website here: www.epccleveland.org

Is The Estate Planning Council Of Cleveland Inc legitimate?

The Estate Planning Council Of Cleveland Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. The Estate Planning Council Of Cleveland Inc 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.epccleveland.org

What is the mission statement of The Estate Planning Council Of Cleveland Inc?

The Estate Planning Council of Cleveland, as an organization, focuses on educating the community about estate planning matters and the services offered by estate planning experts. They accomplish this by organizing forums where professionals delve into the technical aspects of estate planning, presenting insights on various topics related to the field.


Official website here: www.epccleveland.org

Who is the CEO of The Estate Planning Council Of Cleveland Inc?

Laura B Kiick is the President of The Estate Planning Council Of Cleveland Inc.


Official website here: www.epccleveland.org

What is the revenue of The Estate Planning Council Of Cleveland Inc?

The Estate Planning Council Of Cleveland Inc's revenue in 2023 was $105,141.


Official website here: www.epccleveland.org

Who are the executives of The Estate Planning Council Of Cleveland Inc and what are their salaries?


Here are 12 key members and their salaries:


Laura B Kiick (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kimberly Stein (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Katherine Wensink (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael H Novak (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Elaine B Eisner (Immediate Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael L Wear (Program Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Arthur E Gibbs Iii (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joseph N Swiderski (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Barbara Theofilos (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jaclyn Vary (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Julie Weagraff (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mario Mastroianni (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.epccleveland.org

Where can I find the form 990EZ for The Estate Planning Council Of Cleveland Inc?

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


Official website here: www.epccleveland.org

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

Mission Statement of The Estate Planning Council Of Cleveland Inc

The Estate Planning Council of Cleveland, as a nonprofit organization, is dedicated to educating the community about estate planning matters and the services offered by estate planning professionals. By conducting forums on technical aspects related to estate planning, this council invites experts to deliver lectures on various estate planning topics, thereby enriching the public's understanding of these crucial issues.

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Impact




October, 2024

The Estate Planning Council of Cleveland Inc. plays a vital role in enhancing the community's understanding of estate planning. By educating residents on important estate planning issues and the valuable services offered by professionals in the field, the council fosters informed decision-making regarding personal and family financial matters.

Their active engagement in conducting forums on technical estate planning issues allows community members to access expert knowledge, promoting awareness and clarity on complex topics. This initiative not only empowers individuals to make better financial choices but also strengthens the community by ensuring that estate planning is understood as essential for building a secure and sustainable future.

Through lectures and discussions led by experienced speakers, the council addresses various topics related to estate planning, facilitating a deeper understanding among participants. As a result, individuals are better equipped to protect their assets, provide for their loved ones, and navigate the intricacies of estate laws. The Estate Planning Council of Cleveland Inc. significantly contributes to community improvement by advancing financial literacy and fostering a culture of proactive estate planning.




This information is meant to be a general summary of The Estate Planning Council Of Cleveland Inc. 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
$105,141 (2023)
Expenses
$100,567 (2023)
Efficiency

Other financial information:

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

  • Program Service Revenue: $59,463
  • Gross Receipts: $105,141

Assets and Liabilities:

  • Total Assets: $47,815
  • Total Liabilities: $0
  • Net Assets: $47,815

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Organization Details

Principal Officer

Laura B Kiick

Main Address

2001 CROCKER ROAD SUITE 510 510, WESTLAKE, OH, 44145

NTEE Category

Code: S40 - Community improvement

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