Fresno Estate Planning Council

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

EIN: 942165402 ✦ Fresno, CA ✦ Designated as a 501(c)(6)

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Overview

What is Fresno Estate Planning Council?

The Fresno Estate Planning Council is a nonprofit organization situated in Fresno, California. Its primary objective is to foster collaboration among professionals in the fields of law, accounting, insurance, and financial services, with the ultimate goal of elevating the standard of excellence within estate planning. By adopting a team approach, the council seeks to contribute positively to the estate planning profession, ensuring that it operates at its best for the benefit of its clients.


Official website here: www.fresnoepc.org

Is Fresno Estate Planning Council legitimate?

Fresno Estate Planning Council is a legitimate nonprofit organization registered as a 501(c)(6) entity. Fresno 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.fresnoepc.org

What is the mission statement of Fresno Estate Planning Council?

The Fresno Estate Planning Council's mission is centered around fostering a collaborative environment among professionals in the fields of law, accounting, insurance, and financial services. Their goal is to establish a high standard of excellence within the estate planning profession. By encouraging a team approach, they aim to make significant contributions to the field. Their activities are geared towards promoting professional growth and improving the quality of estate planning services.


Official website here: www.fresnoepc.org

Who is the CEO of Fresno Estate Planning Council?

Jeff L Rowland is the President of Fresno Estate Planning Council.


Official website here: www.fresnoepc.org

What is the revenue of Fresno Estate Planning Council?

Fresno Estate Planning Council's revenue in 2022 was $7,246.


Official website here: www.fresnoepc.org

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


Here are 6 key members and their salaries:


Jeff L Rowland (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kim Herold (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jeff Shoopman (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael Grannis (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Clay Blanton (Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jeffrey Markarian (Asst. Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.fresnoepc.org

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

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


Official website here: www.fresnoepc.org

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

Mission Statement of Fresno Estate Planning Council

The Fresno Estate Planning Council, a distinguished organization, is dedicated to fostering collaboration among professionals in the fields of law, accounting, insurance, and financial services. Their primary mission is to elevate the standard of excellence within the estate planning sector by advocating for a collective approach. This teamwork-focused strategy enables these professionals to deliver optimal results in their respective domains, thereby benefiting their clients effectively.

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Impact




October, 2024

The Fresno Estate Planning Council significantly enhances the quality of estate planning services by fostering collaboration among professionals across various fields, including law, accounting, insurance, and financial services. By promoting a team-oriented approach, the Council ensures that clients benefit from a comprehensive and integrated perspective on estate planning. This not only raises the standard of excellence within the profession but also leads to better outcomes for individuals and families navigating complex estate planning decisions.

Located in Fresno, CA, the Council addresses the critical need for effective estate planning in the community. Through educational programs, networking opportunities, and resources, it empowers estate planning professionals to stay informed about best practices and emerging trends. This commitment to continuous improvement contributes to a more informed and capable community, ultimately enhancing the overall quality of life in Fresno and surrounding areas. The Council's dedication to collaboration and professional growth fosters an environment where estate planning professionals can work together to devise creative and effective solutions for their clients’ needs.




This information is meant to be a general summary of Fresno 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
$7,246 (2022)
Expenses
$5,513 (2022)
Efficiency

Other financial information:

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

  • Investment Income: $1
  • Gross Receipts: $7,246

Assets and Liabilities:

  • Total Assets: $51,901
  • Total Liabilities: $0
  • Net Assets: $51,901

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Organization Details

Principal Officer

Jeff L Rowland

Main Address

8050 N PALM AVENUE SUITE 106 106, FRESNO, CA, 93711

NTEE Category

Code: S40 - Community improvement

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