Berks County Estate Planning Council
- Assets
- $6.9k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Reading, PA
- Founding
- Data as of
- 06/2023
- EIN
- 83-1043106
Organization Overview
Berks County Estate Planning Council is located in Reading, PA. According to its NTEE Classification (S41) the organization is classified as: Chambers of Commerce & Business Leagues, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Berks County Estate Planning Council 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 06/2023, Berks County Estate Planning Council generated $10.6k in total revenue. The organization has seen a slow decline revenue. Over the past 4 years, revenues have fallen by an average of (0.9%) each year. All expenses for the organization totaled $13.6k during the year ending 06/2023. 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
2023
Describe the Organization's Program Activity:
Part 3
HELPING OUR MEMBERS BEST SERVE THEIR CLIENTS THROUGH CONTINUING EDUCATION AND NETWORKING OPPORTUNITIES THAT PROMOTE EXCELLENCE IN PROFESSIONALISM.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Robert R Kreitz ESQ President | 1 | $0 | |
Tricia Salvatore Ludgate CFP Vice President | 1 | $0 | |
Michael Dinan CFP Secretary | 1 | $0 | |
Kim L Ressler CFP Ctfa Treasurer | 1 | $0 | |
Sarah L Rubright Mccahon ESQ Immediate Past President | 1 | $0 | |
Martin A Darocha CPA Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,100 |
| Total Program Service Revenue | $0 |
| Membership dues | $9,526 |
| Investment income | $1 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $10,627 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $750 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $12,864 |
| Total expenses | $13,614 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $6,887 |
| Other assets | $0 |
| Total assets | $6,887 |
| Total liabilities | $0 |
| Net assets or fund balances | $6,887 |