NonprofitsEstate Planning Council Of Cleveland Inc

Estate Planning Council Of Cleveland Inc

WESTLAKE, OH

Total revenue

$111K

Total expenses

$120K

Net assets

$47K

Grants received

EIN

341442716

Tax year

2024

Mission

To improve the understanding and educate the community on estate planning issues and the services provided by estate planning professionals.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$58K
Investment income$858
Other revenue$900
Total revenue$111K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$118K
Total expenses$120K
Total assets$47K
Net assets$47K

People

12 listed

NameRoleCompensation

KIMBERLY STEIN

IMMEDIATE PAST PRESIDENT

Board

2 hrs/wk

JOSEPH N SWIDERSKI

DIRECTOR

Board

1 hrs/wk

BARBARA THEOFILOS

DIRECTOR

Board

1 hrs/wk

JULIE WEAGRAFF

DIRECTOR

Board

1 hrs/wk

MARIO MASTROIANNI

DIRECTOR

Board

1 hrs/wk

FRANK F GAGLIARDI

DIRECTOR

Board

1 hrs/wk

JAMIE MCHENRY

DIRECTOR

Board

1 hrs/wk

HEATHER WELSH

DIRECTOR

Board

1 hrs/wk

KATHERINE WENSINK

PRESIDENT

Board

2 hrs/wk

MICHAEL L WEAR

SECRETARY

Board

2 hrs/wk

MICHAEL H NOVAK

VICE PRESIDENT

Board

2 hrs/wk

TED ROBBINS

TREASURER

Board

2 hrs/wk

Details

EIN341442716
Subsection06
Ruling date1997-06
ESTATE PLANNING COUNCIL OF CLEVELAND INC — Mission, Financials & Grants Received | Grantivo