San Antonio Estate Planners Council

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

EIN: 742077306 ✦ San antonio, TX ✦ Designated as a 501(c)(6)

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Overview

What is San Antonio Estate Planners Council?

The San Antonio Estate Planners Council is a nonprofit organization established in San Antonio, Texas. Their primary mission is to foster and encourage education in the field of estate planning. They achieve this goal by organizing monthly gatherings for their members, featuring guest speakers who share insights on relevant topics. These sessions cater to professionals engaged in estate planning, offering them valuable knowledge and resources. The Council's ultimate aim is to promote and provide comprehensive education in estate planning, contributing to the development of informed and skilled professionals in this domain.


Official website here: www.sanantonioestateplanners.org

Is San Antonio Estate Planners Council legitimate?

San Antonio Estate Planners Council is a legitimate nonprofit organization registered as a 501(c)(6) entity. San Antonio Estate Planners Council 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.sanantonioestateplanners.org

What is the mission statement of San Antonio Estate Planners Council?

The San Antonio Estate Planners Council's mission is centered around promoting and providing education in the field of estate planning. They achieve this by organizing monthly meetings for their members, inviting guest speakers to discuss topics relevant to professionals engaged in estate planning. The council's primary objective is to enhance the knowledge and skills of its members, thereby contributing to the overall advancement of estate planning practices.


Official website here: www.sanantonioestateplanners.org

Who is the CEO of San Antonio Estate Planners Council?

Debbie Broemsen is the Governor of San Antonio Estate Planners Council.


Official website here: www.sanantonioestateplanners.org

What is the revenue of San Antonio Estate Planners Council?

San Antonio Estate Planners Council's revenue in 2023 was $86,438.


Official website here: www.sanantonioestateplanners.org

Who are the executives of San Antonio Estate Planners Council and what are their salaries?


Here are 17 key members and their salaries:


Jeff Albrecht (Governor)
  • Compensation: $0
  • Related: $0
  • Other: $0
David K Alvarez (Governor)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kalyn Carroll (Governor)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jon K Daubert (Governor)
  • Compensation: $0
  • Related: $0
  • Other: $0
Amelia Edelman (Governor)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kimberly Ford (Governor)
  • Compensation: $0
  • Related: $0
  • Other: $0
Emory Jones (Governor)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jessica A Newill (Governor)
  • Compensation: $0
  • Related: $0
  • Other: $0
Elizabeth Straight (Governor)
  • Compensation: $0
  • Related: $0
  • Other: $0
Susan Wiesner (Governor)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michelle Wood (Governor)
  • Compensation: $0
  • Related: $0
  • Other: $0
Karen Zhu (Governor)
  • Compensation: $0
  • Related: $0
  • Other: $0
Debbie Broemsen (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tanya Feinleib (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kim Ford (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael Sierra (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jim Oliver (Immediate Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.sanantonioestateplanners.org

Where can I find the form 990 for San Antonio Estate Planners Council?

San Antonio Estate Planners Council's most recent form 990 was submitted in 2023 and can be accessed here.


Official website here: www.sanantonioestateplanners.org

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

Mission Statement of San Antonio Estate Planners Council

San Antonio Estate Planners Council is an organization primarily focused on promoting and providing education in the field of estate planning. By holding monthly meetings for its members, the council invites guest speakers to discuss topics of interest to professionals involved in estate planning. The council's ultimate goal is to advance knowledge and best practices in estate planning, thereby contributing to the overall well-being of individuals and families as they navigate the complexities of estate management. By fostering a supportive and educational environment, San Antonio Estate Planners Council aims to empower its members and the broader estate planning community with the tools and insights necessary to navigate this critical aspect of financial and legal planning.

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Impact




October, 2024

San Antonio Estate Planners Council significantly impacts the local community by enhancing the knowledge and expertise of professionals involved in estate planning. Through monthly meetings featuring guest speakers, the council provides valuable education on important topics relevant to estate planning. This initiative not only ensures that members are well-informed about the latest practices and laws but also fosters networking and collaboration among professionals. By promoting ongoing education, the council plays a crucial role in improving the quality of estate planning services available in San Antonio, ultimately benefiting individuals and families as they navigate their estate planning needs.




This information is meant to be a general summary of San Antonio Estate Planners 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.

Revenue
$86,438 (2023)
Expenses
$67,706 (2023)
Efficiency

Other financial information:

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

  • Gross Receipts: $86,438

Assets and Liabilities:

  • Total Assets: $192,733
  • Total Liabilities: $0
  • Net Assets: $192,733

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Organization Details

Founding Year

1964

Principal Officer

Debbie Broemsen

Main Address

PO BOX 780843, SAN ANTONIO, TX, 78278

NTEE Category

Code: S41 - Community improvement

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