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Estate Planning Council Of Central Texas

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

EIN: 742712547 ✦ Austin, TX ✦ Designated as a 501(c)(3)

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Overview

What is Estate Planning Council Of Central Texas?

The Estate Planning Council of Central Texas is a nonprofit organization situated in Austin, Texas. Led by Elizabeth Daniel, its primary mission is to promote education and foster collaboration among financial experts, trust officials, lawyers, and accountants within the local estate planning community. By facilitating interdisciplinary cooperation, the council aims to enhance the quality of financial and estate planning services provided in the region.

Is Estate Planning Council Of Central Texas legitimate?

Estate Planning Council Of Central Texas is a legitimate nonprofit organization registered as a 501(c)(3) entity. Estate Planning Council Of Central Texas 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 Estate Planning Council Of Central Texas?

The Estate Planning Council of Central Texas serves to educate and encourage collaboration among financial experts, trust officials, lawyers, and accountants in the local field of financial and estate planning. Their primary objective is to foster an interdisciplinary environment, promoting knowledge sharing and cooperation within this community. The council's activities aim to enhance the collective understanding and effectiveness in providing comprehensive financial and estate planning solutions.

Who is the CEO of Estate Planning Council Of Central Texas?

Steven Tyler is the President of Estate Planning Council Of Central Texas.

What is the revenue of Estate Planning Council Of Central Texas?

Estate Planning Council Of Central Texas's revenue in 2023 was $104,527.

Who are the executives of Estate Planning Council Of Central Texas and what are their salaries?


Here are 15 key members and their salaries:


Steven Tyler (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Elizabeth Daniel (First Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Gabriel Gallas (Second Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chris Price (Secretaty)
  • Compensation: $0
  • Related: $0
  • Other: $0
Eric Nelson (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mary Haught (Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Elizabeth Murdock (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Emily Franco (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Marybeth Meyer (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Julie Dale (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Matt Rappaport (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Paul Youngdale (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Vanessa Mcelwrath (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Alex Pena (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Malea Sullivan (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Where can I find the form 990EZ for Estate Planning Council Of Central Texas?

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

Mission Statement of Estate Planning Council Of Central Texas

The Estate Planning Council of Central Texas, led by Elizabeth Daniel, serves as an educational platform and facilitator of collaboration among financial experts, trust officials, lawyers, and accountants in the local financial and estate planning community. Its primary mission is to promote interdisciplinary cooperation, fostering a harmonious working environment where these professionals can share knowledge and ideas to better serve their clients in the realm of estate planning. By doing so, the Council aims to enhance the overall quality of estate planning services provided within the Central Texas region.

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Impact




October, 2024

The Estate Planning Council of Central Texas plays a pivotal role in enhancing the effectiveness and efficiency of the local financial and estate planning landscape. By educating financial services professionals, trust officials, attorneys, and accountants, the Council fosters a collaborative environment that encourages the sharing of knowledge and best practices. This interdisciplinary cooperation not only improves individual professional practices but also leads to more comprehensive and effective estate planning solutions for clients throughout the Austin area.

Through its educational initiatives, the Council empowers its members to stay informed about developments in estate planning laws, financial strategies, and best practices. This continuous learning helps professionals better serve their clients, ensuring that their financial legacies are protected and effectively managed.

Moreover, the Council’s impact extends to the community by promoting improved communication and understanding among varied professionals involved in estate planning. By bridging the gaps between different fields of expertise, the Council contributes to a more integrated approach to financial services, ultimately benefiting individuals and families seeking to secure their futures. The leadership of Elizabeth Daniel further enhances the Council's mission, guiding its efforts to strengthen the local financial community and improve estate planning outcomes for all stakeholders involved.




This information is meant to be a general summary of Estate Planning Council Of Central Texas. 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
$104,527 (2023)
Expenses
$77,342 (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: $39,199
  • Gross Receipts: $104,527

Assets and Liabilities:

  • Total Assets: $95,465
  • Total Liabilities: $0
  • Net Assets: $95,465

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Organization Details

Principal Officer

Steven Tyler

Main Address

PO BOX 91028, AUSTIN, TX, 78709

NTEE Category

Code: S03 - Community improvement

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