Berks County Estate Planning Council

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

EIN: 831043106 ✦ Reading, PA ✦ Designated as a 501(c)(6)

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Overview

What is Berks County Estate Planning Council?

Berks County Estate Planning Council is a nonprofit organization that is dedicated to supporting its members in improving their client service abilities. They achieve this goal by offering networking opportunities and continuing education programs, which are designed to foster excellence in professionalism. By participating in these activities, members can enhance their skills and knowledge, ultimately benefiting their clients. The council serves as a valuable resource for estate planning professionals in the Berks County area.


Official website here: www.berkscountyepc.org

Is Berks County Estate Planning Council legitimate?

Berks County Estate Planning Council is a legitimate nonprofit organization registered as a 501(c)(6) entity. Berks County 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.


Official website here: www.berkscountyepc.org

What is the mission statement of Berks County Estate Planning Council?

The Berks County Estate Planning Council pursues a mission to aid its members in improving their client service skills. This is accomplished by offering networking opportunities and continuing education programs designed to foster professional excellence. The council's primary goal is to enhance the abilities of its members, ultimately benefiting the clients they serve. By providing these resources, the Berks County Estate Planning Council aims to uphold high professional standards within the estate planning sector.


Official website here: www.berkscountyepc.org

Who is the CEO of Berks County Estate Planning Council?

Sarah L Rubright Mccahon Esq is the President of Berks County Estate Planning Council.


Official website here: www.berkscountyepc.org

What is the revenue of Berks County Estate Planning Council?

Berks County Estate Planning Council's revenue in 2022 was $7,183.


Official website here: www.berkscountyepc.org

Who are the executives of Berks County Estate Planning Council and what are their salaries?


Here are 9 key members and their salaries:


Sarah L Rubright Mccahon Esq (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Robert R Kreitz Esq (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kristy Peat Ferraro Cpa (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tricia Salvatore Ludgate Cfp (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ryan Hurst (Immediate Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Martin A Darocha Cpa (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael Dinan Cfp (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jennifer Nevins Esq (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kim L Ressler Cfp Ctfa (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.berkscountyepc.org

Where can I find the form 990EZ for Berks County Estate Planning Council?

Berks County Estate Planning Council's most recent form 990EZ was submitted in 2022 and can be accessed here.


Official website here: www.berkscountyepc.org

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

Mission Statement of Berks County Estate Planning Council

Berks County Estate Planning Council is committed to supporting its members in their professional growth. The organization strives to achieve this goal by offering networking opportunities and continuous education programs. These initiatives are designed to enhance members' client service abilities and foster excellence in professionalism. By providing these resources, Berks County Estate Planning Council aims to contribute to the overall improvement of its members' capabilities, ultimately benefiting the clients they serve.

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Impact




October, 2024

The Berks County Estate Planning Council significantly enhances the professional capabilities of its members through focused networking opportunities and comprehensive continuing education programs. By fostering a collaborative environment, the council enables members to share insights and best practices, ultimately improving the quality of service they provide to clients. This commitment to professional excellence not only elevates individual practices but also strengthens the broader estate planning community in Reading, PA. The council's initiatives play a crucial role in promoting high standards and ethical practices, thereby contributing to the overall improvement of estate planning services in the region.




This information is meant to be a general summary of Berks County 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.

Revenue
$7,183 (2022)
Expenses
$10,740 (2022)
Efficiency

Other financial information:

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

  • Investment Income: $2
  • Gross Receipts: $7,183

Assets and Liabilities:

  • Total Assets: $9,874
  • Total Liabilities: $0
  • Net Assets: $9,874

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Organization Details

Principal Officer

Sarah L Rubright Mccahon Esq

Main Address

237 COURT STREET, READING, PA, 19601

NTEE Category

Code: S41 - Community improvement

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