Orange County Estate Planning Council

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

EIN: 953105008 ✦ Orange, CA ✦ Designated as a 501(c)(6)

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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:


Julie Heggeness (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Betty Dekovner (1St Vp - Programs)
  • Compensation: $0
  • Related: $0
  • Other: $0
Edward Alvarado (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Shelly O'Byrne (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kevin Wiest (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lisa Lockerman (2Nd Vp - Membership)
  • Compensation: $0
  • Related: $0
  • Other: $0
Irina Rospotnyuk (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


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.

Revenue
$54,271 (2022)
Expenses
$59,208 (2022)
Efficiency

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

Principal Officer

Julie Heggeness

Main Address

1442 E LINCOLN AVE PMB 441, ORANGE, CA, 92865

NTEE Category

Code: S40 - Community improvement

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