National Association Of Estate Planners And Councils

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

EIN: 596161524 ✦ Cleveland, OH ✦ Designated as a 501(c)(6)

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Overview

What is National Association Of Estate Planners And Councils?

The National Association of Estate Planners and Councils, based in Cleveland, Ohio, is a nonprofit organization dedicated to fostering and supporting the growth of educational conferences, seminars, forums, and meetings related to estate and financial planning. Their mission is to promote excellence in estate planning by serving estate planning councils and their credentialed members. They provide exceptional resources and unparalleled education, recognizing those members who hold the Accredited Estate Planner (AEP) designation and Estate Planning Law Specialist (EPLS) certification. The association's annual conference encourages and supports the development of these events nationwide, benefiting both professionals and the public.


Official website here: www.naepc.org

Is National Association Of Estate Planners And Councils legitimate?

National Association Of Estate Planners And Councils is a legitimate nonprofit organization registered as a 501(c)(6) entity. National Association Of Estate Planners And Councils submitted a form 990, 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.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.naepc.org

What is the mission statement of National Association Of Estate Planners And Councils?

The National Association of Estate Planners and Councils (NAEPC) aims to foster excellence in estate planning. It accomplishes this by catering to estate planning councils and their credentialed members, offering superior resources and unparalleled education. Furthermore, NAEPC recognizes individuals who hold the Accredited Estate Planner (AEP) designation and Estate Planning Law Specialist (EPLS) certification. This organization is dedicated to promoting excellence and professional growth in the field of estate planning.


Official website here: www.naepc.org

Who is the CEO of National Association Of Estate Planners And Councils?

John T Midgett is the President of National Association Of Estate Planners And Councils.


Official website here: www.naepc.org

What is the revenue of National Association Of Estate Planners And Councils?

National Association Of Estate Planners And Councils's revenue in 2022 was $1,366,900.


Official website here: www.naepc.org

Who are the executives of National Association Of Estate Planners And Councils and what are their salaries?

There 75 volunteers at National Association Of Estate Planners And Councils.


Here are 22 key members and their salaries:


John T Midgett (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mary Katherine Mac Nee (President-Elect)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lawrence J Macklin (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
David D Green (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Julie A Buschman (Immediate Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael P Panebianco (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
James M O'Neil Jr (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Eido M Walny (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Karly A Laughlin (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Rachel L Votto (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lawrence K Bogar (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Harvey A Hutchinson Iii (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Rick Macbarron (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Bronwyn L Martin (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Paul M Caspersen (Director)
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  • Related: $0
  • Other: $0
Thomas M Griffith (Director)
  • Compensation: $0
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  • Other: $0
Ginger F Mlakar (Director)
  • Compensation: $0
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  • Other: $0
Mavis Mckenley (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sahar Pouyanrad (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Susan J Travis (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Hartman Axley (Director Emeritus)
  • Compensation: $0
  • Related: $0
  • Other: $0
Martin Shenkman (Director Emeritus)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.naepc.org

Where can I find the form 990 for National Association Of Estate Planners And Councils?

National Association Of Estate Planners And Councils's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.naepc.org

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

Mission Statement of National Association Of Estate Planners And Councils

The National Association of Estate Planners and Councils, abbreviated as NAEPC, is dedicated to fostering excellence in estate planning. This prestigious organization serves estate planning councils and their credentialed members by providing exceptional resources and unparalleled education. Its ultimate goal is to recognize those members who have achieved the Accredited Estate Planner (AEP) designation and Estate Planning Law Specialist (EPLS) certification. By doing so, NAEPC aims to elevate the standard of estate planning, ensuring that individuals and families can secure their financial futures with confidence. Through its commitment to delivering top-notch resources and education, NAEPC empowers its members to provide comprehensive estate planning solutions, ultimately promoting peace of mind and financial security for their clients.

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Impact




October, 2024

The National Association of Estate Planners and Councils (NAEPC) significantly impacts the field of estate planning by promoting excellence and fostering a network of professionals dedicated to high standards of practice. It serves estate planning councils and credentialed members by providing exceptional resources, unparalleled education, and advocacy for best practices in estate and financial planning.

Through its annual conference and various educational events, NAEPC supports the professional development of its members by encouraging participation in seminars, forums, and meetings that address current trends and challenges in estate planning. This creates a collaborative environment where professionals can exchange knowledge and enhance their skills.

Moreover, NAEPC recognizes and honors those members who achieve the Accredited Estate Planner (AEP) designation and the Estate Planning Law Specialist (EPLS) certification, elevating the standards of the profession. By focusing on education and advocacy, NAEPC plays a crucial role in improving the quality of estate planning services, ultimately benefiting clients and the wider community. Its mission contributes to community improvement by ensuring that estate planning professionals are well-equipped to serve individuals and families effectively in their financial and estate planning needs.




This information is meant to be a general summary of National Association Of Estate Planners And Councils. 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
$1,366,900 (2022)
Expenses
$1,132,140 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $33
  • Program Service Revenue: $973,756
  • Gross Receipts: $1,366,900

Assets and Liabilities:

  • Total Assets: $1,124,383
  • Total Liabilities: $0
  • Net Assets: $1,124,383

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

CONFERENCE FEES

Revenue

$609,191

WEBSITE REVENUE

Revenue

$234,800

LEIMBERG COUNCIL BENEF

Revenue

$54,432

WEBINAR REVENUE

Revenue

$42,816

AEP APPLICATIONS

Revenue

$32,380

Organization Details

Founding Year

1963

Principal Officer

John T Midgett

Main Address

1120 CHESTER AVENUE 470, CLEVELAND, OH, 44114

NTEE Category

Code: S41 - Community improvement

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