Estate Planning Council Of Seattle

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

EIN: 916035298 ✦ Seattle, WA ✦ Designated as a 501(c)(6)

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Overview

What is Estate Planning Council Of Seattle?

The Estate Planning Council of Seattle is a nonprofit organization situated in Seattle, Washington, specifically at 2400 NW 80th St, PMB 140. Their primary mission is to educate and train both their members and the public on various aspects of estate planning. They achieve this through seminars, publications, and meetings. The purpose behind their instructional activities is to improve the capabilities of estate planning professionals, as well as to simplify and enhance the estate planning information and services provided to the wider community. They aim to foster a cooperative environment among the professions represented by their members, thereby enhancing the quality of estate planning services available in the community.


Official website here: www.epcseattle.org

Is Estate Planning Council Of Seattle legitimate?

Estate Planning Council Of Seattle is a legitimate nonprofit organization registered as a 501(c)(6) entity. Estate Planning Council Of Seattle 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.epcseattle.org

What is the mission statement of Estate Planning Council Of Seattle?

The Estate Planning Council of Seattle's primary mission is to educate and train its members and the public on estate planning matters. This includes teaching about the principles and procedures used for the transfer of property through gifts, bequests, or devises. The council also aims to foster cooperation and understanding among the professions represented by its members, enhancing the estate planning information and services provided to the community. By engaging in these activities, the council enables its members to improve the estate planning services they offer to the community.


Official website here: www.epcseattle.org

Who is the CEO of Estate Planning Council Of Seattle?

Debra Smiley is the Immediate Past President of Estate Planning Council Of Seattle.


Official website here: www.epcseattle.org

What is the revenue of Estate Planning Council Of Seattle?

Estate Planning Council Of Seattle's revenue in 2023 was $465,430.


Official website here: www.epcseattle.org

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

There 11 volunteers at Estate Planning Council Of Seattle.


Here are 9 key members and their salaries:


Dan Halos (Immediate Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Debra Smiley (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Teresa Byers (President Elect)
  • Compensation: $0
  • Related: $0
  • Other: $0
Allison Kollack (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sharon Perlin (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sara Berkenwald (Executive Committee Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jeanne Goussev (Executive Committee Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Elizabeth Mcgrath (Executive Committee Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Nate Rothbauer (Executive Committee Member)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.epcseattle.org

Where can I find the form 990 for Estate Planning Council Of Seattle?

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


Official website here: www.epcseattle.org

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

Mission Statement of Estate Planning Council Of Seattle

The Estate Planning Council of Seattle, as a nonprofit organization, is primarily dedicated to the instruction and training of its members and the public at large in the intricacies of estate planning. Its mission is multifaceted, encompassing the improvement and development of its members' skills in the estate planning field. This is achieved through rigorous training programs designed to equip them with the necessary knowledge and expertise to effectively serve their clients.

Beyond its members, the Council also extends its educational reach to the general public, aiming to increase awareness and understanding of estate planning matters. This includes the principles and procedures involved in the transfer of property through gifts, bequests, or devises. By fostering cooperation and understanding among the various professions represented by its members, the Council aims to enhance the quality of estate planning information and services available to the community.

In pursuit of its mission, the Estate Planning Council of Seattle strives to provide its members with the tools they need to improve the estate planning services they offer to the community. This commitment to excellence is evident in the Council's activities, which are designed to empower its members to make a meaningful impact in the lives of their clients. By promoting intelligent collaboration and knowledge sharing, the Council plays a vital role in the estate planning landscape, helping to ensure that individuals and families are well-equipped to navigate the complexities of property transfer and legacy planning.

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Impact




October, 2024

The Estate Planning Council of Seattle (EPCS) plays a significant role in enhancing the knowledge and skills of both its members and the broader public regarding estate planning. Through a variety of seminars, publications, and meetings, the council provides valuable training and instruction, ensuring that individuals and professionals are well-equipped to navigate the complexities of estate planning.

Their efforts contribute to the improvement and development of essential capabilities in the field, fostering a more informed community that can make wise decisions about estate management. By facilitating education on these crucial matters, the EPCS strengthens the overall understanding of estate planning, ultimately leading to better financial and family outcomes for those involved. The council's commitment to continuous learning helps cultivate a stronger, more knowledgeable community, thereby advancing the practice of estate planning in Seattle and beyond.




This information is meant to be a general summary of Estate Planning Council Of Seattle. 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
$465,430 (2023)
Expenses
$414,936 (2023)
Efficiency

Other financial information:

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

  • Investment Income: $2,709
  • Program Service Revenue: $438,011
  • Gross Receipts: $465,430

Assets and Liabilities:

  • Total Assets: $280,002
  • Total Liabilities: $0
  • Net Assets: $280,002

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Programs

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

Member Seminars

Revenue

$438,011

Organization Details

Founding Year

1965

Principal Officer

Debra Smiley

Main Address

2400 NW 80th St PMB 140, Seattle, WA, 98117

NTEE Category

Code: S40 - Community improvement

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