Overview
What is Centre Region Estate Planning Council?
The Centre Region Estate Planning Council is a nonprofit organization, dedicated to promoting harmonious collaboration among its members. Their primary goal is to establish and maintain an amicable relationship between the various roles within an estate planning team. This involves ensuring a thorough understanding of each member's responsibilities, thereby enhancing the overall efficiency and effectiveness of the team in managing estate planning matters.
Is Centre Region Estate Planning Council legitimate?
Centre Region Estate Planning Council is a legitimate nonprofit organization registered as a 501(c)(3) entity. Centre Region Estate Planning Council 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.
What is the mission statement of Centre Region Estate Planning Council?
The Centre Region Estate Planning Council's mission is to facilitate harmonious collaboration and open communication among its members, emphasizing the appropriate division of responsibilities within the estate planning team. By doing so, they aim to promote a cooperative and amicable environment among their members, thereby ensuring effective and efficient estate planning services.
Who is the CEO of Centre Region Estate Planning Council?
Drew Wetzel is the President of Centre Region Estate Planning Council.
What is the revenue of Centre Region Estate Planning Council?
Centre Region Estate Planning Council's revenue in 2022 was $1,673.
Who are the executives of Centre Region Estate Planning Council and what are their salaries?
Here are 9 key members and their salaries:
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Where can I find the form 990EZ for Centre Region Estate Planning Council?
Centre Region Estate Planning Council's most recent form 990EZ was submitted in 2022 and can be accessed here.
Mission Statement of Centre Region Estate Planning Council
The Centre Region Estate Planning Council is an organization devoted to promoting harmonious collaboration and mutual understanding among its members. Its primary mission is to establish a clear delineation of roles within the estate planning team, ensuring that each member contributes effectively to this critical process. By fostering such cooperation, the council aims to enhance the overall efficiency and success of estate planning initiatives.
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Impact
August, 2024
The Centre Region Estate Planning Council's impact lies in fostering intelligent cooperation and a cordial understanding among its members regarding the proper relationship between the functions of the estate planning team. Through promoting collaboration and understanding in estate planning practices, the council plays a vital role in ensuring that its members are equipped to provide the best possible services to their clients. Additionally, by promoting best practices and continuous learning in the field of estate planning, the council contributes to the overall professionalism and effectiveness of the industry.
This information is meant to be a general summary of Centre Region Estate Planning Council. 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.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2022.
- Gross Receipts: $2,425
Assets and Liabilities:
- Total Assets: $3,060
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- Net Assets: $3,060
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Organization Details
Phone
(814) 325-7559Principal Officer
Drew Wetzel
Main Address
210 West Hamilton Ave Suite 314, State College, PA, 16801
NTEE Category
Code: W03 - Public benefit
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