Program areas at National Association of Estate Planners and Councils
Annual conference that encourages and supports the development of nationwide educational conferences, seminars, forums, and meetings with regard to Estate and financial planning for Estate planning Councils, professionals, related disciplines, and the public.
Council website program development and maintenance.
Accredited Estate planner (aep) designation program administration and promotion.
Leimberg information services council benefit program and other miscellaneous items
Personnel at National Association of Estate Planners and Councils
| Name | Title | Compensation | Date of data |
|---|
| John T Midgett | President | $0 | 2023-10-10 |
| David D Green | Secretary | $0 | 2022-12-31 |
| Lawrence J MacKlin | Treasurer | $0 | 2022-12-31 |
| Julie A Buschman | Immediate Past President | $0 | 2022-12-31 |
| Mary Katherine mac Nee | President | $0 | 2022-12-31 |
| ...and 5 more key personnel |
Financials for National Association of Estate Planners and Councils
| Revenues | FYE 12/2022 | FYE 12/2021 | % Change |
|---|
| Total grants, contributions, etc. | $391,431 | $413,010 | -5.2% |
| Program services | $973,756 | $455,081 | 114% |
| Investment income and dividends | $33 | $697 | -95.3% |
| Tax-exempt bond proceeds | $0 | $0 | - |
| Royalty revenue | $1,680 | $1,760 | -4.5% |
| Net rental income | $0 | $0 | - |
| Net gain from sale of non-inventory assets | $0 | $0 | - |
| Net income from fundraising events | $0 | $0 | - |
| Net income from gaming activities | $0 | $0 | - |
| Net income from sales of inventory | $0 | $0 | - |
| Miscellaneous revenues | $0 | $0 | - |
| Total revenues | $1,366,900 | $870,548 | 57% |
Organizations like National Association of Estate Planners and Councils
| Organization | Type | Location | Revenue |
|---|
| Georgia Pharmacy Association (GPhA) | 501(c)(6) | Sandy Springs, GA | $2,739,429 |
| Emergency Department Practice Management Association | 501(c)(6) | Mclean, VA | $1,689,327 |
| National Institute of Pension Administrators (NIPA) | 501(c)(6) | Chicago, IL | $1,394,626 |
| Wisconsin Optometric ASSOCIATION (WOA) | 501(c)(6) | Madison, WI | $886,796 |
| Florida Radiological Society | 501(c)(6) | Tampa, FL | $399,711 |
| Indiana Society of Professional Land Surveyors | 501(c)(6) | Indianapolis, IN | $371,742 |
| Oklahoma Pharmacists Association | 501(c)(6) | Ada, OK | $387,009 |
| Florida Society of Ambulatory Surgical Centers | 501(c)(6) | Tallahassee, FL | $778,630 |
| American Society of Maxillofacial Surgeons | 501(c)(6) | Beverly, MA | $357,204 |
| Georgia Veterinary Medical Association | 501(c)(6) | Norcross, GA | $1,014,819 |
Data update history
November 30, 2023
Posted financials
Added Form 990 for fiscal year 2022
November 30, 2023
Updated personnel
Identified 1 new personnel
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 25, 2023
Updated personnel
Identified 3 new personnel
May 14, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Professional associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
Human servicesJobs and employmentBusiness and industry
Characteristics
MembershipsPolitical advocacyNo full-time employees
General information
- Address
- 1120 Chester Ave 470
- Cleveland, OH 44114
- Metro area
- Cleveland-Elyria, OH
- County
- Cuyahoga County, OH
- Website URL
- naepc.org/Â
- Phone
- (216) 696-3225
IRS details
- EIN
- 59-6161524
- Fiscal year end
- December
- Taxreturn type
- Form 990
- Year formed
- 1963
- Eligible to receive tax-deductible contributions (Pub 78)
- No
Categorization
- NTEE code, primary
- S41: Promotion of Business
- NAICS code, primary
- 813920: Professional Associations
- Parent/child status
- Central organization
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