The Estate Planning Council Of Birmingham Inc

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

EIN: 636065828 ✦ Birmingham, AL ✦ Designated as a 501(c)(6)

Shop smarter and support your favorite cause at the same time! With the Give Freely browser extension, you'll automatically save money with coupons, and partner stores will donate to your chosen charity - at no extra cost to you. Start giving back with a single click. It's safe, free, and spam-free, guaranteed!

Overview

What is The Estate Planning Council Of Birmingham Inc?

The Estate Planning Council of Birmingham Inc is a nonprofit organization committed to enhancing the knowledge and skills of local professionals in estate planning. They achieve this through continuing education programs, offering a platform for discussing advanced estate tax planning strategies. In addition, this organization aims to educate the public on estate planning matters, extending their reach to the metropolitan community through a complimentary outreach program. The council also provides qualified continuing professional education (CPE) to its members, contributing significantly to the field of estate planning.

Is The Estate Planning Council Of Birmingham Inc legitimate?

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

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

The Estate Planning Council of Birmingham Inc. is primarily established to offer continuous professional education to local professionals in the field. It serves as a platform for discussions on estate tax planning strategies and educates the public about the importance of estate planning. The organization provides qualified continuing professional education credits (CPE) to its members. Furthermore, it sponsors a community outreach program, aiming to educate the public on estate planning at no cost. This outreach initiative aims to raise awareness and promote the importance of estate planning among the general public.

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

Lynda J Lewis is the President of The Estate Planning Council Of Birmingham Inc.

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

The Estate Planning Council Of Birmingham Inc's revenue in 2022 was $89,302.

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


Here are 11 key members and their salaries:


Lynda J Lewis (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Cherion Sibley (Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Howard Neiswender (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kimberly Reynolds (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Morgan Gearhart (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jeremy Burns (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jennifer Q Griffin (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Judy B Shepura (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Alexander Jones (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Juanita Sims (Administrator)
  • Compensation: $8,450
  • Related: $0
  • Other: $0
Karen A Moore (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Where can I find the form 990EZ for The Estate Planning Council Of Birmingham Inc?

The Estate Planning Council Of Birmingham Inc's most recent form 990EZ was submitted in 2022 and can be accessed here.

Mission Statement of The Estate Planning Council Of Birmingham Inc

The Estate Planning Council of Birmingham Inc, as a nonprofit organization, is primarily dedicated to serving the professional community. Its primary exempt purpose is to provide ongoing education in the field of estate planning to these professionals. Beyond this, the council also serves as a platform for discussions centered around estate tax planning techniques. The organization is committed to educating the public on the importance and intricacies of estate planning. To fulfill its mission, the council offers qualified continuing professional education (CPE) to its members. Furthermore, it sponsors an outreach program aimed at the metropolitan area, offering free estate planning education to the community at large. This initiative is aimed at raising awareness and fostering a better understanding of estate planning among the general public.

Shop smarter and support your favorite cause with the Give Freely browser extension. Save money with coupons and donate to charity with a single click. Download now!

Impact




October, 2024

The Estate Planning Council of Birmingham Inc significantly enhances the professional landscape in the Birmingham area by providing essential continuing education tailored for professionals in the estate planning sector. It serves as a vital forum where experts can exchange insights on estate tax planning techniques, fostering a collaborative environment that elevates the community's overall knowledge and competency in this critical field.

Moreover, the council plays a key role in public education regarding estate planning, hosting outreach programs that are accessible to all members of the metro area at no cost. These initiatives empower individuals with knowledge about estate planning, helping them make informed decisions that ultimately lead to better financial and personal outcomes for families and communities. Through its focused efforts, the council strengthens community ties, enhances professional standards, and enriches the overall discourse surrounding estate planning in Birmingham.




This information is meant to be a general summary of The Estate Planning Council Of Birmingham 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
$89,302 (2022)
Expenses
$67,815 (2022)
Efficiency

Other financial information:

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

  • Investment Income: $15
  • Program Service Revenue: $27,377
  • Gross Receipts: $89,302

Assets and Liabilities:

  • Total Assets: $194,761
  • Total Liabilities: $0
  • Net Assets: $194,761

Want to help this charity, for free? You can click here to learn more about Give Freely

Organization Details

Principal Officer

Lynda J Lewis

Main Address

2101 Highland Ave S co Kassouf Co, Birmingham, AL, 35205

NTEE Category

Code: S40 - Community improvement

If you are a representative of The Estate Planning Council Of Birmingham Inc and wish to learn more about how Give Freely can help you raise funds, please click here: https://givefreely.com/nonprofits/. Our services are offered at no cost to your organization.