Denver Estate Planning Council
- Assets
- $30.8k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Denver, CO
- Founding
- 08/2010
- Data as of
- 06/2017
- EIN
- 84-0889258
Organization Overview
Denver Estate Planning Council is located in Denver, CO. The organization was established in 2010. According to its NTEE Classification (I03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Crime & Legal-Related and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Denver 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 06/2017, Denver Estate Planning Council generated $32.8k in total revenue. This represents relatively stable growth, over the past 2 years the organization has increased revenue by an average of 6.2% each year. All expenses for the organization totaled $23.3k during the year ending 06/2017. While expenses have increased by 11.2% per year over the past 2 years. They've been increasing with an increasing level of total revenue. 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
2017
Describe the Organization's Program Activity:
Part 3
DENVER ESTATE PLANNING COUNCIL STRIVES TO FOSTER UNDERSTANDING OF THE PROPER RELATIONSHIP BETWEEN THE FUNCTIONS OF THE LIFE UNDERWRITER, TRUST OFFICER, ATTORNEY, ACCOUNTANT, AND ANY OTHER PARTY OR PARTIES HAVING TO DO WITH ESTATE PLANNING, AND TO ENCOURAGE CO-OPERATION OF PERSONS ACTING UNDER THOSE DISCIPLINES.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jeffrey J Barker President | 1 | $0 | |
Kimberly S Eilber Vice President | 1 | $0 | |
Lisa M David Secretary | 1 | $0 | |
Doug Hoak Treasurer | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $4,500 |
| Membership dues | $28,255 |
| Investment income | $10 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $32,765 |
| 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 | $4,913 |
| Occupancy, rent, utilities, and maintenance | $12,563 |
| Printing, publications, postage, and shipping | $10 |
| Other expenses | $5,780 |
| Total expenses | $23,266 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $30,818 |
| Other assets | $0 |
| Total assets | $30,818 |
| Total liabilities | $0 |
| Net assets or fund balances | $30,818 |