NonprofitsChicago Estate Planning Council

Chicago Estate Planning Council

CHICAGO, IL

Total revenue

$560K

Total expenses

$533K

Net assets

$430K

Grants received

EIN

366112867

Tax year

2023

Mission

Foster an understanding among estate planning specialists from different disciplines.

Financials

FY 2023

Revenue

Contributions & grants
Program service revenue$537K
Investment income$21K
Other revenue$2K
Total revenue$560K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$533K
Total expenses$533K
Total assets$505K
Net assets$430K

People

15 listed

NameRoleCompensation

KATHRYN H GARLOW

PRESIDENT

Board

5 hrs/wk

LISA MICKA

VICE PRESIDENT

Board

2 hrs/wk

PAIGE GOEPFERT

TREASURER

Board

2 hrs/wk

REBECCA JUHANT

SECRETARY

Board

2 hrs/wk

GREGG M SIMON

IMMEDIATE PAST PRESIDENT

Board

1 hrs/wk

DON GOTTESMAN

DIRECTOR

Board

1 hrs/wk

MARGUERITE GRIFFIN

DIRECTOR

Board

1 hrs/wk

STEVE KRIZ

DIRECTOR

Board

1 hrs/wk

TADD LINDSAY

DIRECTOR

Board

1 hrs/wk

ERICA LORD

DIRECTOR

Board

1 hrs/wk

TONY OOMMEN

DIRECTOR

Board

1 hrs/wk

NATALIE PERRY

DIRECTOR

Board

1 hrs/wk

RAYMOND PRATHER

DIRECTOR

Board

1 hrs/wk

CHRISTINE QUIGLEY

DIRECTOR

Board

1 hrs/wk

KATHLEEN CALLAHAN

EXECUTIVE DIRECTOR (SMITHBUCKLIN)

Board

20 hrs/wk

Independent contractors

SMITHBUCKLIN CORPORATION

MANAGEMENT SERVICES

$276K

Details

EIN366112867
Subsection06
Ruling date1977-11
Formed1977
Employees0
Volunteers40
CHICAGO ESTATE PLANNING COUNCIL — Mission, Financials & Grants Received | Grantivo