Estate Planning Council Of Delaware Inc is located in Wilmington, DE. The organization was established in 1982. According to its NTEE Classification (P99) the organization is classified as: Human Services N.E.C., under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Estate Planning Council Of Delaware Inc is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 06/2022, Estate Planning Council Of Delaware Inc generated $69.6k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 0.9% each year. All expenses for the organization totaled $43.8k during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3
THE DELAWARE ESTATE PLANNING COUNCIL IS AN INTERDISCIPLINARY ORGANIZATION FOR PROFESSIONALS INVOLVED IN ESTATE PLANNING. THE DELAWARE EPC STRIVES TO FOSTER UNDERSTANDING OF THE RELATIONSHIP BETWEEN THE FUNCTIONS OF THE LIFE UNDERWRITER, TRUST OFFICER, ATTORNEY, CPA, AND ANY OTHER PARTY OR PARTIES HAVING TO DO WITH ESTATE PLANNING, AND TO ENCOURAGE CO-OPERATION OF PERSONS ACTING UNDER THOSE DISCIPLINES.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Joseph Garniewski Board Member | 5 | $0 | |
Lynn B Ritter Immediate Past President | 5 | $0 | |
James Gallagher Board Member | 5 | $0 | |
Melissa A Brooks Executive Director | 5 | $8,004 | |
Barbara Larkin Board Member | 5 | $0 | |
Paul Bechly President | 5 | $0 |
Statement of Revenue | |
---|---|
Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
Total Program Service Revenue | $8,200 |
Membership dues | $61,360 |
Investment income | $7 |
Gain or Loss | $0 |
Net Income from Gaming & Fundraising | $0 |
Other Revenue | $0 |
Total Revenue | $69,567 |
Statement of Expenses | |
---|---|
Grants and similar amounts paid | $0 |
Benefits paid to or for members | $0 |
Salaries, other compensation, and employee benefits | $9,004 |
Professional fees and other payments to independent contractors | $195 |
Occupancy, rent, utilities, and maintenance | $0 |
Printing, publications, postage, and shipping | $99 |
Other expenses | $34,518 |
Total expenses | $43,816 |
Balance Sheet | |
---|---|
Cash, savings, and investments | $115,510 |
Other assets | $0 |
Total assets | $116,510 |
Total liabilities | $0 |
Net assets or fund balances | $116,510 |