Overview
What is Orange County Estate Planning Council?
The Orange County Estate Planning Council is a nonprofit organization that is dedicated to enhancing the quality of Estate Planning services offered to the public. Through regular bi-monthly dinner meetings, they facilitate the exchange of ideas, knowledge, and skills in the field of Estate Planning. This mutual learning process aims to improve the overall competence of Estate Planners, ultimately benefiting their clients. The council focuses on providing educational programs on Estate Planning topics, ensuring the public receives reliable and updated information in this critical area.
Official website here: www.orangecountyepc.org
Is Orange County Estate Planning Council legitimate?
Orange County Estate Planning Council is a legitimate nonprofit organization registered as a 501(c)(6) entity. Orange 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.orangecountyepc.org
What is the mission statement of Orange County Estate Planning Council?
The Orange County Estate Planning Council's mission is centered around enhancing the quality of Estate Planning services provided to the public. They accomplish this by offering educational opportunities and fostering the exchange of ideas, knowledge, and skills within the Estate Planning field. This is achieved through bi-monthly dinner meetings, which feature educational programs on various Estate Planning topics. The aim is to collectively improve the standard of Estate Planning services, ultimately benefiting the community at large.
Official website here: www.orangecountyepc.org
Who is the CEO of Orange County Estate Planning Council?
Julie Heggeness is the President of Orange County Estate Planning Council.
Official website here: www.orangecountyepc.org
What is the revenue of Orange County Estate Planning Council?
Orange County Estate Planning Council's revenue in 2022 was $54,271.
Official website here: www.orangecountyepc.org
Who are the executives of Orange County Estate Planning Council and what are their salaries?
Here are 7 key members and their salaries:
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Official website here: www.orangecountyepc.org
Where can I find the form 990EZ for Orange County Estate Planning Council?
Orange County Estate Planning Council's most recent form 990EZ was submitted in 2022 and can be accessed here.
Official website here: www.orangecountyepc.org
Learn more at the official website: www.orangecountyepc.org
Mission Statement of Orange County Estate Planning Council
Orange County Estate Planning Council is an organization dedicated to enhancing the quality of Estate Planning services provided to the public. Their mission is to foster a platform for the mutual exchange of ideas, knowledge, and skills among professionals in the Estate Planning field. They achieve this goal through bi-monthly dinner meetings, where they present educational programs on various Estate Planning topics. By doing so, the council aims to improve the expertise and competence of Estate Planning professionals, ultimately benefiting the public.
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Impact
October, 2024
The Orange County Estate Planning Council significantly enhances the quality of estate planning services available to the public. By providing a platform for education and the exchange of ideas among professionals in the field, it fosters a collaborative environment where knowledge and skills can be shared and honed.
Through bi-monthly dinner meetings featuring informative programs on various estate planning topics, the council ensures that its members stay updated on best practices, new laws, and innovative strategies. This continual education ultimately empowers estate planning professionals in Orange County, leading to more effective and informed services for clients. The overall impact is a more informed community that benefits from improved estate planning practices, contributing to better outcomes for families and individuals navigating complex legal landscapes.
This information is meant to be a general summary of Orange 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.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2022.
- Investment Income: $22
- Gross Receipts: $54,271
Assets and Liabilities:
- Total Assets: $58,112
- Total Liabilities: $13,795
- Net Assets: $44,317
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Organization Details
Phone
(714) 441-8951Principal Officer
Julie Heggeness
Main Address
1442 E LINCOLN AVE PMB 441, ORANGE, CA, 92865
Website
www.orangecountyepc.orgNTEE Category
Code: S40 - Community improvement
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